Excel Unleashed: AI for Valuation and Forensic Professionals

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®)

	Program Description		Take Away
	How You Will Benefit		Schedule

Program Description
This course unveils the transformative power of Microsoft's AI Copilot within Excel, specifically tailored for the needs of valuation and forensic accounting professionals. Participants will discover how to leverage AI-driven features to automate complex data analysis tasks, construct dynamic and insightful financial models, and extract actionable insights from large datasets with unprecedented speed and efficiency. We will explore practical applications, focusing on how AI can assist in structuring data optimally for analysis and visualization (including chart creation), streamlining formula generation and auditing, intelligently rearranging data for enhanced understanding, and automating formatting for professional presentation.

How You Will Benefit
After completing this course, attendees will be able to:

• Recognize the key AI-powered features of Microsoft's Copilot within Excel relevant to valuation and forensic analysis
• Differentiate between the AI tools available to efficiently structure and organize data within Excel for effective analysis and charting
• Determine how to utilize Copilot to generate, understand, and audit complex Excel formulas relevant to valuation and forensic tasks
• Describe how to leverage AI to intelligently rearrange and transform data within spreadsheets to facilitate analysis and modeling
• Identify how to automate data formatting tasks in Excel using AI to create professional and consistent presentations
• Illustrate how to employ Copilot to generate insightful charts and visualizations from financial data
• Explain the potential of AI in Excel to streamline data analysis, enhance modeling capabilities, and accelerate insight generation in valuation and forensic engagements

Take Away
Attendees will gain practical skills in leveraging Microsoft's AI Copilot to transform Excel into a powerful tool for their valuation and forensic work. They will learn how to automate time-consuming data manipulation tasks, build more dynamic and insightful models with greater ease, and extract actionable insights from data faster than ever before. By mastering these AI-powered Excel features, participants will significantly enhance their analytical efficiency, improve the quality of their work product, and gain a competitive edge in the field.

Who Should Attend
This course is specifically designed for business valuation analysts, forensic accountants, financial analysts, fraud examiners, and other professionals who heavily rely on Microsoft Excel for data analysis, financial modeling, and report generation in their valuation and forensic accounting practices. It is suitable for individuals of all experience levels who are eager to explore how AI can revolutionize their Excel-based workflows and unlock new levels of efficiency and insight.

Presenter
Nainesh Shah, Nick Mears

Delivery Method Group Internet-Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Computer Software and Applications 1   Finance 1 Total CPE Hours   2

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.