Date
Tuesday, August 11 2026Time
01:00 PM PDT | 04:00 PM EDTDuration
90 minutesWebinar ID
WEB2607040Option 1 – Professional & Practical
In today’s finance world, accuracy and efficiency are everything. Join Ray as he demonstrates how Microsoft Copilot can transform the way accountants, bookkeepers, and finance professionals work with Excel. From installing and accessing Copilot to comparing it with ChatGPT, you’ll learn practical techniques to streamline data analysis, reduce errors, and save valuable time. Ray will cover key tools such as PivotTables, VLOOKUP/XLOOKUP, file comparisons, and PDF analysis, while also showing how Copilot can assist with automation through VBA macros. This session is designed to give you hands-on skills that deliver immediate productivity gains in your daily work.
Option 2 – Engaging & Results-Driven
Managing financial data requires speed, precision, and insight. In this engaging webinar, Ray reveals how Copilot and Excel together can deliver all three. You’ll discover why Copilot doesn’t work with standalone Excel, how to choose between free and paid versions, and how to get started step by step. More importantly, you’ll see how finance professionals can use Copilot to compare financial documents, remove duplicates, analyze PDFs, and automate repetitive reporting tasks. Packed with time-saving tips and real accounting examples, this session will help you spend less time on manual processes and more time delivering value to clients, colleagues, and stakeholders.
Option 3 – Strategic & Future-Focused
AI is reshaping the finance and banking industries, and Excel is at the center of it. In this forward-looking session, Ray explores how Microsoft Copilot can give accountants and finance professionals a strategic edge. You’ll gain a clear understanding of Copilot’s terminology, techniques for asking the right questions, and how it compares with ChatGPT. Ray will then dive into high-impact use cases—from building PivotTables and reconciling data with XLOOKUP to analyzing contracts in PDF form and comparing Word documents. Whether you’re in auditing, corporate finance, or day-to-day bookkeeping, this session will show you how to work smarter, reduce risk, and prepare for the AI-driven future of financial reporting.
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
Extended Learning Topics
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.
Director - Billing & Contracts
Easylearnlive
Ray blends a professional, easy-going style with a strong grasp of adult learning — demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher
He is one of very few presenters delivering expert-level webinars across all six leading AI platforms: Claude, ChatGPT, Copilot, Grok, Gemini, and DeepSeek.
Ray holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content.
Ray’s webinars include:
A comprehensive step-by-step Learning Guide
Live demonstrations and practical hands-on exercises
Student exercise files fully referenced from the Learning Guide
Productivity techniques, tips, and shortcuts
Q&A session with email follow-up for complex questions