Who Should Attend?
This course is ideal for accountants who need to create efficient, professional presentations and reports. It teaches how to leverage AI tools within Microsoft 365 (Excel, PowerPoint, Word, Copilot and ChatGPT) to automate tasks, enhance data visualizations, and streamline reporting. Accountants can save time on repetitive tasks, use AI for content preparation and design, and generate impactful presentations that are clear and visually appealing. No prior AI experience needed, but familiarity with PowerPoint and Microsoft 365 is expected.
Course Overview
- Introduction to AI - Current state of AI, what's
required to leverage it effectively and future trends.
- AI Fundamentals - Practical examples, basics of prompt
engineering and understanding AI's limitations.
- AI-Assisted Content Preparation - Using AI for faster,
more accurate research, summaries, key point extraction, tone adjustment and
PDF content retrieval.
- Data Preparation with PowerQuery- Importing, cleaning,
normalising, deduplication and handling missing information.
- AI for Dashboards & Infographics - Turning raw data
into compelling stories with AI-driven insights.
- Dashboard Essentials– Understanding KPI's, pivots,
charts, TOP-N analysis, slicers and storytelling elements.
- Data Visualisation Techniques - Using AI to recommend
content, create pivots/charts and build dashboards step-by-step.
- Advanced Charting in Excel with AI - Preparing data,
layering multiple views, creating nested donuts, formatting and removing
clutter.
- Microsoft 365 Visualiastion Features - Leveraging AI
with icons, shapes, morph transitions, animations, content linking and
exporting to PDF.
- AI-Powered Presentation Creation - Integrating
Excel, Powerpoint and Word with AI to produce polished, professional
presentations.
Key Learning Outcomes
- AI Fundamentals:Understand AI basics,
its current capabilities and limitations.
- AI Content Preparation:Use AI to research, summarise and extract
key points for presentations
.
Professional Training is a group of experienced
specialists providing focused training in IT and Management skills. Our trainers
use a combination of tailored, flexible approaches and real-life business
knowledge to develop and provide techniques and solutions for immediate
implementation by our course participants. We have delivered a range of CPD
programs with Chartered Accountants Ireland since 1997.
Members who joined Chartered Accountants Ireland following
the amalgamation on 1 September, please contuine to book on the CPA Portal
here to ensure you receive your member discount.
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930.
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