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 is 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.
- Data Visualisation: Use AI to recommend and implement appropriate chart types and
infographics.
- PowerPoint Templates: Customize templates and configure master slides with AI support.
- Data Visualization: Use AI to recommend and implement appropriate chart types and
infographics.
- Applying Key Microsoft 365 Techniques.
- AI-Driven Dashboards: Combine AI tools with Microsoft features for professional dashboards.
- Streamlining Workflow: Apply AI to import, format and enhance slides, saving time on content creation.
All participants should please note the following:
- Pre-course registration on OpenAI and Copilot:
Prior to the course, all participants should register for a free account on ChatGPT: https://chat.openai.com/auth/login so they can complete the hands-on exercises. If possible – with a Microsoft Account – also register on https://copilot.microsoft.com/.
If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 016627700 and we will arrange this with you.
Having two monitors is strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen, please inform the trainer – ideally before the training session - and they can help you to get the best from the training session.
- Microsoft Office / Apps Version
Participants should have a Microsoft 365 subscription but supported older Office desktop versions are workable.
We prepare the files and deliver the course using Windows 11 (participants with Windows 10 ESU are fine). If you are using a MacBook or other platform, please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft 365 (Office).
Speaker Bio
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.
Note for Legacy CPA Members
Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please continue to book on the CPA Portal here to ensure you receive your member discount.
Contact Us
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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