Excel + AI: Turning Data into Insights in Minutes
Date: June 18, 2026
Speaker: Nicholas Preusch
Excel is no longer just a spreadsheet tool—it’s a powerful AI-assisted analytics platform. In this hands-on, practical session, Microsoft Excel expert David H. Ringstrom demonstrates how Excel’s built-in AI features can help you move from raw, messy data to clear, actionable insights in minutes—without needing advanced technical skills.
Using a realistic sales dataset, participants will walk through a complete, real-world workflow: organizing data, exploring trends, generating insights, and interpreting results with confidence. You’ll learn how tools like Analyze Data and Copilot allow you to ask questions in plain English, automate common tasks, and instantly create summaries, charts, and PivotTables.
Join Microsoft Excel Expert David H. Ringstrom for a hands-on masterclass in modern data analysis. This session bypasses the hype and focuses on the practical application of Excel’s built-in AI capabilities. Using a realistic sales dataset, David will demonstrate how to transform chaotic spreadsheets into structured, actionable intelligence in a fraction of the time. You won’t just learn the tools; you’ll learn the critical thinking required to verify AI-generated results and refine your prompts for professional-grade accuracy.
Learning objectives:
- Transform unstructured or messy data into clean, structured tables optimized for AI analysis
- Use Excel’s Analyze Data feature to instantly generate charts, summaries, and PivotTables
- Ask natural-language questions to uncover trends, patterns, and performance insights
- Leverage AI tools such as Copilot to explain formulas, reduce errors, and automate repetitive tasks
- Evaluate AI-generated outputs critically and refine prompts for more accurate results
Area Covered in this session:
- Hands-on walkthrough using a real-world sales dataset
- Live demonstrations of Excel’s built-in AI capabilities
- Practical techniques to accelerate analysis without advanced formulas
- Tips for avoiding common AI pitfalls and misinterpretations
- A repeatable workflow you can apply immediately in your own work
Live Q&A session will be held after the event.
PowerPoint presentation for reference
Who Should Attend?
- CPAs, finance professionals, and analysts
- Business professionals who work regularly with Excel data
- Accountants and controllers seeking faster, more accurate insights
- Managers and decision-makers who want better answers from their data
- Anyone looking to combine Excel skills with modern AI tools—without becoming a data scientist
SPEAKER
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. He has taught over 2,300 live webinars on Microft Excel and other topics.
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 focus on Excel for Microsoft 365, Excel 2021, 2019, and 2016. 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.
