Course Detail()

Participants are required to bring along their laptops with Excel installed (preferably Office 365—app version, at least Excel 2013).

This comprehensive course is designed to empower finance professionals to use ChatGPT and Copilot effectively to generate VBA code to automate accounting and finance process. By the end of this program, participants will achieve the following objectives:

Understand the potential of ChatGPT and Copilot: Explore the potential of these tools for various accounting and finance use cases, including identifying fraud, analyzing financial statements, performing analytics, generating PowerPoint presentations, creating VBA code, read PDFs and many more
Learn Prompt Engineering: Learn how to prompt effectively to generate code.
Learn VBA Fundamentals: Understand how to copy and paste code, troubleshoot with ChatGPT, and read basic code to confidently automate tasks and processes
Hands-On Accounting Applications: Work on real-life accounting use cases to learn how to build macros to automate accounting processes.

By the end of this program, you will possess the ability to read and understand code, effectively prompt for VBA code generation, copy and execute it, and proficiently automate financial processes

Programme Outline

Introduction to VBA, ChatGPT and Copilot

Overview of Visual Basic for Applications (VBA), ChatGPT and Copilot
Understanding the benefits and potential these tools in the accounting and finance domain
Discuss how these tools can enhance and changing existing job roles
Show practical use cases for these tools for these different job roles

Hands-on Session: Using ChatGPT and Copilot to generate code

Set up of Chat GPT account
Step-by-step guidance on interacting with ChatGPT and Copilot
Set up to keep information confidential for PDPA purposes
Providing pre-built prompts for different use cases to initiate conversations with ChatGPT and Copilot
Exploring how to structure queries to maximize the effectiveness of ChatGPT in generating accurate responses
Introduction to prompt engineering
Learn to generate and run code to automate accounting and finance processes.

Hands-on Session: Building VBA macros

VBA Fundamentals
Setting Up VBA Environment in Excel
Writing VBA Macros with ChatGPT and Copilot Assistance
- Automate various common accounting tasks in excel such as:
- Sales calculations
- Check for approvals against approval matrix
- Split data into different listings for approval
- Compiling sales data from various sheets into Masterfile for analysis
- Compiling sales data from various excel files into Masterfile for analysis
Debugging and Refining ChatGPT and Copilot Generated Code

Developing a Digital Transformation Plan for your company

Identify potential use cases and create a roadmap for digital transformation
Exploring the steps and considerations for implementing digital solutions within an organization
Understanding the importance of change management in implementing digital transformation
Discussing strategies to address challenges, overcome resistance, and ensure successful adoption of such technology

Training Methodology

Facilitated learning which includes classroom or practical sessions in a workshop

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

Professionals using excel for accounting and reporting

Schedule & Fees

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 13 November 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
Course by training provider must be supported under UTAP and training must commence within the supported period and;
Unfunded course fee must not be fully sponsored by company or other types of funding
Unfunded course fee must be S$20.00 and above, and;
Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)

Understand the potential of ChatGPT and Copilot: Explore the potential of these tools for various accounting and finance use cases, including identifying fraud, analyzing financial statements, performing analytics, generating PowerPoint presentations, creating VBA code, read PDFs and many more
Learn Prompt Engineering: Learn how to prompt effectively to generate code.
Learn VBA Fundamentals: Understand how to copy and paste code, troubleshoot with ChatGPT, and read basic code to confidently automate tasks and processes
Hands-On Accounting Applications: Work on real-life accounting use cases to learn how to build macros to automate accounting processes.