Next Live Workshop Dates
Workshop: Formulas for Finance
Master key Excel functions for lookups, aggregation, conditional logic and financial calculations
đź“… Thursday, 11 September 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.
đź“… Thursday, 18 September 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.
đź“… Thursday, 25 September 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.
đź“… Thursday, 2 October 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
“The presentation was well planned. The instructor was very knowledgeable and, somewhat more importantly, engaging. I’m very happy that the downloaded workbook has the answers for future reference!”
– Heather Sells
Assistant Controller at Linnworks
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
