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Next Live Workshop Dates
Workshop: Formulas for Finance
Master key Excel functions for lookups, aggregation, conditional logic and financial calculations
📅 Tuesday, 29 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Dynamic P&L Analytics With Pivot Tables
Develop the ability to produce dynamic and automated P&L reporting, reducing manual effort and improving reporting accuracy.
📅 Thursday, 8 May 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Power Query and the Data Model – Consolidation and Reporting
Learn to automate the extraction, transformation and loading of files from multiple sources while harnessing the power of the data model.
📅 Thursday, 15 May 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Data Visualisation & AI Automation
Produce interactive visuals, automate processes and utilize AI functionality to enhance your workflow.
📅 Thursday, 22 May 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Course Overview
What we Cover:
Excel Formulas, Excel Charting, Excel Automation with VBA, Pivot Tables, Power Query, Power Pivot, Copilot, Management Reporting
The challenges:
Leveraging automation and AI solutions, working inefficiently, handling large datasets, creating tailored reports.
The Barriers:
Identifying affordable tech solutions, small budgets, isolated data sources, software integration issues, resistance to new tools, lack of tech proficiency.
Learning Outcomes:
After this course you will know how to ingest data in Power Query and create a sequence of queries to shape and clean data (without writing any code!) and embed logic for currency conversion.
Business Benefits:
Increased Operational Efficiency, Strategic Insights, Cost Savings, Employee Retention
Course Facilitator
Richard Niro
Finance Systems Consultant & Excel Trainer
Unlock transformative efficiency with an expert in data, systems, and automation. With hands-on experience at FTSE giants like Royal Mail and M&S, and credentials in computer science and an executive MBA, Richard excels in Excel, VBA, PowerAutomate, SQL, and Python, maximizing accuracy and minimizing risk.
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
Module Content
Mastering Excel for Finance
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
