Skip to main content
About
Articles
Get Started
AI for Associations,
Accounting Technology

Excel Copilot for Associations: Getting Started

Andrew Schwartz Crane, CMA
by Andrew Schwartz Crane, CMA
on June 4, 2025 10:00:00 AM EDT

Like many things in life, the hardest part of adopting a new technology like Microsoft 365 Copilot in Excel (referred to throughout this article as Excel Copilot) is simply getting started. This ...

Read More
May 28, 2025 10:00:00 AM EDT • 4 min read
Want Better Excel Copilot Results? Start With a Better Spreadsheet.
By Andrew Schwartz Crane, CMA
May 20, 2025 10:00:00 AM EDT • 5 min read
A close-up photograph of an hourglass next to a stack of hundred-dollar bills, symbolizing the concept of time-limited funds in financial management.
Fund Accounting for Associations: Core Principles of Stewardship
By Andrew Schwartz Crane, CMA
May 13, 2025 10:00:00 AM EDT • 6 min read
Five calculators that look similar - three are gray, one is white, and one is red.
What Makes Association Accounting Different?
By Andrew Schwartz Crane, CMA
May 6, 2025 10:00:00 AM EDT • 4 min read
Two young association CFOs walk into a modern conference venue, approaching a stage prepared for a keynote presentation on accounting and financial strategy.
2025’s Top Conferences for Association CFOs
By Andrew Schwartz Crane, CMA
April 29, 2025 10:00:00 AM EDT • 3 min read
Android assembling a jigsaw puzzle, symbolizing how smart Chart of Accounts design enables AI to deliver structured, reliable financial insights.
Optimizing Your Chart of Accounts for AI Success
By Andrew Schwartz Crane, CMA
April 22, 2025 10:00:00 AM EDT • 3 min read
A cartoon-style illustration of a wide-eyed, puzzled cat holding a sandwich with two slices of bread but no filling inside.
The Missing Middle: Why Finance Teams Struggle to Translate Data into Strategy
By Andrew Schwartz Crane, CMA
April 15, 2025 10:00:00 AM EDT • 4 min read
Exhausted accountant dozing off at a monitor with Excel open.
Your Finance Team Works Too Hard. Let’s Fix That.
By Andrew Schwartz Crane, CMA
April 8, 2025 10:00:00 AM EDT • 5 min read
A great grey owl perched by a balance, symbolizing the CFO’s role in balancing financial sustainability, member value, and long-term strategy.
The Balanced Scorecard for Associations: Learning and Growth Perspective
By Andrew Schwartz Crane, CMA
April 1, 2025 10:00:00 AM EDT • 5 min read
The Balanced Scorecard for Associations: Operational Excellence Perspective
By Andrew Schwartz Crane, CMA