Introduction to AI and Machine Learning in Excel

• Overview of AI/ML concepts and terminology 
• Understanding algorithms and Black Box AI
• Practical introduction to AI/ML tools in Excel 

Data Mining and Data Exploration

• Basics of Data Mining in finance and accounting using Excel
• Data quality and the concept of “Garbage In, Garbage Out” (GIGO)
• Tools for data exploration, including PivotTables and feature engineering 

Advanced Techniques: Anomaly Detection, Correlation Analysis, and NLP

• Techniques for anomaly detection and correlation analysis in Excel
• Introduction to Natural Language Processing (NLP) and tokenization
• Applications of NLP in financial data analysis 

Predictive Analytics and Model Validation

• Building simple predictive models using data mining techniques
• Feature engineering and model validation in Excel
• Practical examples and applications in accounting and finance 

The Trainer will walk through hands-on exercises to facilitate the application of knowledge acquired. Participants are encouraged to bring along their laptops pre-installed with Microsoft Excel 2021 or any later version.

This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).

Participant should bring along a laptop running Windows 11 with Microsoft Excel 2021 installed. You should be able to sign in to ChatGPT ( or other AI chatbot ) for selected exercises.

Where certain Excel add-ins cannot be installed due to corporate device restrictions, operating system constraints, or Excel version limitations, the instructor will provide live demonstrations of the relevant capabilities to ensure participants still gain an understanding of their use.

As part of our commitment towards minimizing carbon footprint and contributing to a healthier planet, we will only be issuing the soft copy of the training materials.

The training materials will be emailed to you 2 days before the workshop. Charging points are available in the training room to charge your digital device.

Finance and accounting professionals, including accountants, financial analysts, and managers, who want to enhance their data analysis, reporting, and automation capabilities using AI and VBA in Excel.

Dr. Lim is a business graduate from the NUS. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctorate of business administration from Southern Cross University with research interests in information systems and business modelling. He is also a certified business intelligence professional with specialisation in business analytics.

Dr Lim’s work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives / projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia and Thailand.

Dr Lim continues to be involved in senior management education at local tertiary institutions, teaching information and accounting topics at degree and postgraduate level with research and publishing interests in knowledge management and business intelligence.