AI-Enhanced Financial Analysis & Forecasting: A Practical Hands-On Training Webinar
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Overview
This live, hands-on webinar offers an interactive look at how AI and Excel can transform financial statement analysis and forecasting. Instructors will guide participants through real-world applications of large language models (LLMs) like ChatGPT and Copilot to automate ratio analysis, peer benchmarking, and trend forecasting. Attendees will see firsthand how to combine AI efficiency with professional judgment to enhance reporting accuracy and decision support. You’ll learn how to:
- Automate key analysis and forecasting tasks to save time and improve precision
- Translate complex financial data into clear visual dashboards and insights
- Apply responsible AI practices to protect data integrity and uphold ethical standards
Objective
To equip CPAs and other finance professionals with practical, hands-on experience using AI and Excel to enhance financial statement analysis, forecasting, and decision-making while maintaining accuracy and ethical responsibility.
Emphasis
- Using ChatGPT, Copilot, and other LLMs to perform ratio analysis, benchmarking, and forecasting
- Strengthening FP&A and reporting decisions with AI-assisted analytics
- Automating financial data workflows in Excel for improved speed and accuracy
- Creating AI-assisted dashboards and reports for enhanced visualization and communication
- Applying professional judgment, ethics, and data governance in AI-supported financial analysis
Prerequisite
Knowledge of Excel
Level of Knowledge
Overview
CPE Credits
2
Hours
NASBA Field of Study
Finance