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 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 KPIs, 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 Visualisation 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, summarize, and extract key points
for presentations.
- Data Visualisation:
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
- Software Setup Required: Participants should have a Microsoft 365 subscription, but
supported older desktop versions are workable.
- ChatGPT Account: Prior to the course, all participants should register for a
free account on ChatGPT so they can complete the hands-on exercises.
- Microsoft Copilot:
Participants should also have a Microsoft account to log in to
https://copilot.microsoft.com/
and should do this prior to the course.
- Two Monitors Recommended:
Allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site.
If you only have a single screen, please inform us prior to the course.
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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