Click Here to Register for the Session - $29
The Copilot Playbook for Excel
Thursday, August 20th, 2026 | 1 - 2 p.m. CT | Virtual
Instructor: Daniel Gilbert | CEO | Kite Technology Group
Microsoft has brought the power of Copilot directly into Excel, making it easier than ever to work smarter with your data without leaving the application. In this practical, beginner-friendly session, you’ll explore real-world use cases and discover how Copilot can help simplify formulas, answer questions about your data, and uncover insights faster. Whether you are newer to Excel or already comfortable working with spreadsheets, this session will help you better understand how to use AI-powered assistance to improve efficiency and confidence in your daily work.
What You’ll Learn
- How Microsoft Copilot integrates directly within Excel
- Common real-world use cases for Copilot in spreadsheet workflows
- Ways Copilot can help generate and explain formulas
- How to ask better questions to get useful insights from your data
- Tips for quickly summarizing, analyzing, and interpreting spreadsheet information
- Best practices for using Copilot to save time and improve productivity
Who Should Attend
- Insurance professionals who regularly work with Excel spreadsheets or reporting
- Team members looking to improve efficiency and confidence with data analysis
- Anyone interested in learning how AI tools can support day-to-day business tasks
- Beginner to intermediate Excel users who want practical, hands-on examples of Copilot in action
About the Instructor:
Daniel Gilbert is CEO at Kite Technology Group, a NetVU Silver Corporate Partner. Kite Technology provides comprehensive managed IT and partner IT services and consulting to businesses across the country. Staffed by experienced IT professionals with a passion for exceeding client expectations, KiteTech is well-regarded for both its competence and superior client service.
Need help registering? Contact NetVU.
Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
Disclaimer:
Please note that most webinar sessions will be recorded. Webinar recordings are the property of NetVU and are exclusively available to NetVU Members and Partners through NetVU University. These recordings are not available for download, preserving the unique value and benefits of NetVU membership. However, certain sessions, such as discussion-based or highly interactive formats, may not be recorded. This approach ensures open dialogue, encourages active participation, and respects participant confidentiality.