Artificial intelligence in Excel extends far beyond Copilot, with powerful features already available to help clean data, uncover insights, automate tasks, and build smarter spreadsheets. In this forward-looking session, David Ringstrom, CPA and author of Excel for Dummies, explores both Excel's established intelligent features and the rapidly evolving AI capabilities arriving through Microsoft 365 and Copilot. You'll learn how to use tools such as Flash Fill, Recommended PivotTables, Analyze Data, and data extraction from pictures and web sources, while also seeing how ChatGPT and Copilot can help create formulas, categorize transactions, and build reusable spreadsheet intelligence. The session concludes with an exploration of Microsoft’s AI roadmap, including agents, Copilot-powered functions, and emerging capabilities that are reshaping how Excel users work with data.

David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

• Exploring worksheets, ranges, and objects with quick search and links.
• Defining the core capabilities of AI agents.
• Copying named LAMBDA functions into new workbooks and verifying them in Name Manager.
• Utilizing the COPILOT worksheet function for enhanced data analysis and automation.
• Turning a COPILOT formula into a reusable custom function by defining it as a LAMBDA in Excel.
• Integrating data on web pages into your workbooks and creating automatic links.
• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.
• Automating AI requests by using LAMBDA and COPILOT together.

• State the functionality that the Flash Fill feature offers.
• Define the purpose of the Forecast feature.
• Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas were entered.

Designed for Excel users who want to understand how AI can improve productivity, automate routine tasks, and enhance data analysis in 2026. This webinar is also beneficial for professionals in the following professions:

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.

SPEAKER

David H. Ringstrom, CPA,

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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