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AI in Excel Best Practices: GPT for Excel vs. Copilot in Excel vs. Claude for Excel
Allen Evitts
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Overview:
This webinar provides a direct, demo-driven comparison of the three leading approaches to AI in Excel: GPT for Excel (and similar add-ins), Microsoft Copilot in Excel, and Claude used in conjunction with Excel. You'll see each tool tackle the same realistic tasks-formula generation, data cleaning, pivot creation, financial analysis, narrative commentary, and automation-and learn which one wins in each scenario. The session ends with a clear best-practice framework so attendees can choose the right tool for any Excel-based task and avoid the most common pitfalls.
Why you should Attend:
Analysts and finance professionals who can't articulate when to use ChatGPT, Copilot, or Claude inside Excel risk wasting hours on the wrong tool, generating unreliable outputs, and falling behind colleagues who can. Worse, getting it wrong in a high-stakes model can put your reputation and your organization's decisions at risk. Don't guess at AI-in-Excel choices in front of your CFO, audit committee, or board.
Areas Covered in the Session:
- Overview of AI-in-Excel options: GPT add-ins, Copilot in Excel, and Claude workflows
- Side-by-side demo: formula generation across all three tools
- Side-by-side demo: data cleaning, transformation, and pivoting
- Side-by-side demo: financial analysis, variance commentary, and narrative output
- Side-by-side demo: automation, macros, and Office Scripts
- Accuracy, hallucinations, and trust: where each tool wins and fails
- Cost, licensing, and data-privacy considerations
- Decision framework: which tool to use for which class of task
- Common mistakes to avoid and prompting tips for each tool
- Live Q&A and a downloadable comparison cheat sheet
Who Will Benefit:
- Financial Analysts and Senior Analysts
- FP&A Managers and Analysts
- Accountants and Senior Accountants
- Business Analysts and Data Analysts
- Operations and Supply Chain Analysts
- Controllers and Assistant Controllers
- Excel Power Users and Modeling Specialists
- Investment and Equity Research Analysts
- Consultants and Advisors who rely on Excel
- Project Managers who use Excel for tracking and reporting
- Finance and Accounting Managers
- Anyone preparing for Excel-heavy certifications (FMVA, CMA, CFA, FP&A)
Speaker Profile
Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor.
Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.
In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).
Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects.
Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!