ChatGPT for Accounting and Auditing with Excel

Thursday, February 19, 2026
Time: 10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
IMG Richard Cascarino
Id: 9439
Live
Session
$119.00
Single Attendee
$249.00
Group Attendees
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees
Combo
Live+Recorded
$249.00
Single Attendee
$549.00
Group Attendees

Overview:

Complex formulas and data management can be tricky for accountants, especially if you're not a spreadsheet expert and Excel forms an adjunct to your conventional accounting practice.

Why you should Attend:

To provide the participants with an in-depth knowledge and experience of:  

  • Using Excel in Accounting
  • Setting Up Excel and ChatGPT
  • Automating Data Entry and Management
  • Enhancing Financial Analysis
  • Error Detection and Correction
  • Creating Financial Reports and Dashboards
  • Streamlining Budgeting and Forecasting

Areas Covered in the Session:

  • Establishing the Excel / ChatGPT interface
  • Using ChatGPT in data analysis
  • Identifying trends, anomalies, or patterns in your data
  • Spotting inconsistencies or mistakes in spreadsheets
  • Automating routine tasks
  • Scenario Planning
  • Establishing templates for different types of reports, such as income statements, balance sheets, or cash flow statements
  • Aligning Budgets with your strategic goals and financial constraints

Who Will Benefit:

  • Internal Auditors
  • Financial Managers
  • Data Analysts
  • Operational Managers

Speaker Profile

Richard E. Cascarino, MBA, CIA, CISM, CFE, CRMA Well known in international auditing, Richard is a principal of Richard Cascarino & Associates based in Colorado, USA and Johannesburg, South Africa with over 32 years of experience in audit training and consultancy. He is a regular speaker to National and International conferences and has presented courses throughout Africa, Europe, the Middle East and the USA. Richard is a Past President of the Institute of Internal Auditors in South Africa, was the founding Regional Director of the Southern African Region of the IIA-Inc and is a member of ISACA, and the Association of Certified Fraud Examiners, where he was a member of the Board of Regents for Higher Education.

Richard was Chairman of the Audit Committee of Gauteng cluster 2 (Premier's office, Shared Services and Health) in Johannesburg and was also the Chairman of the Audit and Risk Committee of the Department of Public Enterprises in South Africa