2026 Excel Mastery: Copilot, AI & Smart Automation

LIVE ONLINE TRAINING COURSE

Artificial intelligence in Excel goes well beyond Copilot, offering a range of built-in tools to simplify data cleaning, uncover valuable insights, automate repetitive tasks, and create more efficient spreadsheets. In this session, David Ringstrom, CPA and author of Excel for Dummies, explores Excel’s existing intelligent features alongside the latest AI capabilities emerging through Microsoft 365 and Copilot. 

You’ll discover how to use tools such as Flash Fill, Recommended PivotTables, Analyze Data, and data extraction from images and web sources. The session will also demonstrate how ChatGPT and Copilot can assist with writing formulas, categorizing transactions, and developing reusable spreadsheet solutions. Finally, you’ll gain insight into Microsoft’s evolving AI roadmap, including AI agents, Copilot-powered functions, and emerging innovations that are transforming the way Excel users manage and analyze 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.

Session Highlights:

• 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.

Why You Should Attend: 

• Understand how Flash Fill simplifies data entry by automatically recognizing patterns in your data.
• Learn how Excel’s Forecast feature helps predict future trends based on existing data.
• Identify how dynamic array formulas are displayed in Excel to better understand and work with formula results.
• Explore Excel’s built-in features to streamline data management and improve spreadsheet efficiency.
• Strengthen your Excel skills by understanding intelligent tools that simplify everyday tasks and support more effective data analysis.

Who Should Attend:

Designed for Excel users looking to enhance productivity, automate repetitive tasks, and improve data analysis using AI-powered tools and features in 2026. This webinar is also ideal for professionals in the following roles:

• 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.