The AI tools that used to require a developer, a budget approval, and a six-month project plan are now available in your spreadsheet. Join Corey Shaner, Principal and Director of Modern Workplace at Vertilocity, for a practical, no-hype session designed specifically for finance leaders ? CPAs, CFOs, and controllers who want to understand what AI can actually do for them right now, without disrupting their workflows or waiting on IT. In this session, you'll learn how to leverage AI tools already embedded in the Microsoft ecosystem you use every day: from writing complex Excel formulas in plain English to drafting month-end board narratives in minutes. We'll walk through real use cases, live demos, and a simple 30-day action plan you can start this week.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify AI tools embedded in the Microsoft ecosystem for everyday use.
- Demonstrate writing complex Excel formulas in plain English using AI.
- Develop month-end board narratives in minutes using AI tools.
Major Topics
- A clear picture of which AI tools are production-ready for finance teams today (and which ones aren't worth your time yet)
- Practical ways to use Claude in Excel, Microsoft 365 Copilot, and Claude.ai on real financial tasks ? formula writing, variance analysis, document summarization, and more
- A framework for identifying your team's highest-friction tasks and matching them to the right AI solution
- A 30-day starter plan requiring no IT department, no budget approval, and no prior AI experience