AI & Excel: Practice Examples to Realize the Value
Overview
AI tools are becoming more and more common in organizations. However, success depends on more than basic adoption metrics. What are the best practices organizations use to realize full value from the tools? This session will discuss how successful organizations are moving from adoption to sophisticated use and impact. Along the way, you will learn specific, practical ways AI and Excel can work together to save time, reduce errors and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice.
This event is part of the following bundles:
Complete Breakfast Programs Season Pass
Multiple Events Between -
Up to 28.00 Credits
Member Price: $699
Take advantage of the most CPE and cost savings by registering for ALL the Livestream Breakfast Programs! This Season Pass includes ALL Livestream Wednesday and Friday Breakfast Programs. In addition, a three-part series on Law & Employment is being offered free for members.
Friday Breakfast Programs Season Pass
Multiple Events Between -
Up to 16.00 Credits
Member Price: $499
Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings!Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings). In addition, a three-part series on Law & Employment is being offered free for members.
Leader(s):
Leader Bios
Richard Krueger, Principal, National Assurance, CLA
Overview Rick serves as CLA’s Managing Principal of Transformation, where he leads the firm’s enterprise-wide strategy to evolve how services are delivered. His work focuses on aligning people, processes, and technology to create valuable and innovative client experiences, all anchored in our promise to know and help our clients. By advancing AI adoption, workflow automation, digital platforms, data strategy, and operational excellence, CLA ensures these capabilities translate into value for our clients including personalized insights, fast and transparent delivery, and a consistent and proactive experience for clients. With a background in assurance and consulting, Rick brings a practical, service-driven perspective to transformation.
Education Bachelor of Business Administration, Accounting, University of Wisconsin Whitewater
In the community Board Member at CLA Foundation
Non-Member Price $89.00
Member Price $69.00