On-demand Webinar: The New AI in Excel Stack for Finance Professionals

AI is transforming Excel faster than ever, and finance teams are at the center of that change. In this session, Excel MVP George Mount will show how Microsoft’s new AI-powered Excel stack can streamline reporting, improve data accuracy, and cut manual effort across Accounts Payable, Receivable, and FB&A functions.

Attendees will see how the layers of Excel’s evolving AI ecosystem work together in real finance scenarios, from using Power Query and Dataflows to clean and standardize invoice and expense data, to applying Copilot and Python in Excel for variance analysis, forecasting, and anomaly detection. The webinar will also explore Office Scripts and Power Automate for automating reconciliations, approvals, and monthly close workflows. Finally, George will preview Agent Mode and Copilot Studio, new tools that can build and manage entire Excel-based processes on their own, freeing analysts to focus on strategic insights.

By the end of the webinar, attendees will understand what AI has actually added to Excel and how to build a modern analytics stack that reduces errors, saves time, and gives finance leaders faster access to the insights that drive better decisions.

Speaker:

George Mount
Founder, Stringfest Analytics

George is a Microsoft Excel MVP, LinkedIn Learning Instructor, and founder of Stringfest Analytics. He specializes in helping accounting, finance, and analytics teams modernize their Excel workflows using tools like Copilot, Power Query, and Python in Excel. George has taught hundreds of thousands of learners globally and regularly works with organizations to reduce reporting friction, improve decision-making, and get more value out of the tools teams already use.

Moderator:

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Email: [email protected]