Built around the simple and effective Four Cs framework: Clean, Create, Code and Customise, this webinar will explore how AI can support the full spreadsheet lifecycle.
Andrew Paw, Microsoft MVP and Associate Director at Protiviti, and Fay Bordbar, Managing Director at Excellence AI, will share practical examples of how to use AI to standardise data, create formulas and spreadsheet structures from natural language prompts, support automation through VBA and Python, and improve consistency through templates and house styles.
The webinar will explore a balanced view of the current AI landscape in Excel, including how Microsoft Copilot and external GenAI-powered assistants can work together effectively.
Alongside practical demos, the speakers will also share the key risks and governance considerations for finance professionals, including validation, auditability and the safe use of AI-generated outputs, reinforcing the importance of professional scepticism and checking AI outputs, especially in client-facing or business-critical work.
First broadcast on 8 September 2026
Webinar resources
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CPD
This webinar could contribute to up to 1 hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.
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