Masterclasses

Go deeper into a specific challenge. Work through practical approaches with an expert instructor, with time to understand the process behind the result.

Early Bird (Save 20%)

Agentic AI for Finance & Analytics Teams

Including:

One day in-person training with Leon Gordon, Microsoft MVP

Claim up to 6 hours of CPD (Continuing Professional Development) hours/points

All working files

Coffee, tea and biscuits throughout the day

Certificate of attendance

100% money-back guarantee

17 May 2027

Central London, UK

Explore Copilot in Excel, Microsoft 365 Finance agent, Fabric data agents and Copilot Studio through variance analysis, commentary, forecasting and reconciliations. Assess accuracy, auditability and governance, then develop a 90-day plan to put one agent to work.

£ 360

£ 450

20%

OFF

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Early Bird (Save 20%)

The Finance Team Toolkit: Build Solutions That Save Time

Including:

One day in-person training with Mark Proctor, Microsoft MVP

Claim up to 6 hours of CPD (Continuing Professional Development) hours/points

All downloadable presentation and working files

Coffee, tea and biscuits throughout the day

Certificate of attendance

100% money-back guarantee

17 May 2027

Central London, UK

Build reusable tools for the finance work that repeats every month. Use Excel, VBA, Power Query, Power Automate and Copilot to tackle consolidations, reconciliations, reporting and commentary – and choose an approach your team can maintain.

£ 360

£ 450

20%

OFF

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Tickets Sold Out

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Early Bird (Save 20%)

Automate Your Monthly Excel Report with AI

Including:

One day in-person training with Carolina Lago, Microsoft MVP

Claim up to 6 hours of CPD (Continuing Professional Development) hours/points

All case files, the report script you build and a checklist to apply the method to your own report

Coffee, tea and biscuits throughout the day

Certificate of attendance

100% money-back guarantee

20 May 2027

Central London, UK

Use Claude Code to build a repeatable monthly reporting workflow without writing code yourself. Plan the report, generate a workbook with live Excel formulas and run checks that totals reconcile. Review AI-drafted commentary before it is shared.

£ 360

£ 450

20%

OFF

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Tickets Sold Out

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Early Bird (Save 20%)

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PivotTables, Power Pivot and Power Query

Including:

6 hours live online training with Wim Verhaege, over two 3-hour sessions

Claim up to 5 hours of CPD (Continuing Professional Development) hours/points

Masterclass recording & all working files

Certificate of attendance

Join live from anywhere

100% money-back guarantee

20 & 21 May 2027

9:00 am–12:00 pm BST

Online-only

Learn how PivotTables, Power Pivot and Power Query work together to summarise, model and prepare your data. A hands-on, two-day online masterclass for users new to these tools, focused on faster, more reliable analysis in Excel.

£ 236

£ 295

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OFF

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Visualisations by Carlos Barboza, Gustaw Dudek and Mark Proctor

What People Say

"It felt like the Grammy Awards"

The Soho Place Theatre in London was grand and spectacular. But this was not the Oscars, it was the Global Excel Summit. People travelled from all over the world to learn, exchange ideas, and socialise.”

Ian Schnoor, CFM

Feb'25 | Attended in-person Executive Director, Financial Modeling Institute (FMI)

"WOW, what a week!"

Had an amazing time in London. It’s not every day that you get to connect with such inspiring individuals who are so passionate and driven. The energy, the conversations, and the shared experiences made it truly unforgettable. Looking forward to 2026!”

Claudia Roxo

Feb'25 | Attended in-personQuality Control Specialist, Portugal

"The Global Excel Summit 2025 was unforgettable!"

An exceptional event for anyone passionate about Excel and its evolving ecosystem. As an Excel pro and financial modeller, I appreciated the depth of topics covered. It was inspiring to exchange ideas with experts who are pushing the boundaries of Excel and AI. Looking forward to the next one!

Alberto Canclini, CPA, AFM, CA

Feb'25 | Attended in-personSenior Partner, CA Group

"It's something very special for the Excel community"

The event was superb! From the speakers to the opportunities to meet other people with the same interests as you. It really is a fantastic event for anyone who loves Excel, and I would highly recommend attending.

Giles Male, MFM

Feb'25 | Attended in-person
Co-Founder, Full Stack Modeller

"I walked in expecting to pick some Excel tips - but left with so much more..."

Meeting some of the biggest names in financial modelling and data analytics, hearing their insights firsthand, and learning modern practices that can elevate the way we build models was truly inspiring.

Eliza Arakelyan

Feb'25 | Attended in-personBusiness Development, Gridlines

"I feel a sense of belonging that is hard to find in my daily life"

Global Excel Summit means you can pick one person in the room, at random, and start babbling about Excel - without the risk of being pepper sprayed. How cool is that?!

Marco Filocamo

Feb'25 | Attended in-personMicrosoft MVP & Corporate Trainer

"One of the best conferences I have ever been a part of."

The level of learning and potential to expand on knowledge was second-to-none! Wide variety of topics and knowledge building and amazing speakers and hosts!

Avnish Hirani

Feb'24 | Attended in-personData Visualization Engineer, Open Partners

"The whole experience was amazing! When can I book for next year?"

Stunning! It was great to have an opportunity to mingle with so many of my Excel heroes as well as with other participants from all over the world who just love Excel.

Claire Squibb

Feb'24 | Attended in-personOwner, Excel Stuff

"A lot of useful knowledge about Excel, Power Query, and Power BI!"

This was an amazing experience.It was my first time participating (only Day 3), but I got a lot of useful knowledge about Excel, Power Query, and Power BI!

Mihaela Stancu

Feb'24 | Attended online
Owner, Data Management by WOW Factor Concept

"Organisation brilliant!"

Really good, organisation brilliant, speakers very good!

Paul Martin

Feb'24 | Attended in-person Managing Director, Excel in Business, United Kingdom

"It was an amazing experience!"

It was an amazing experience which helped me improve my finance & Excel skills and look at things in a different way.

Cédrik Morgan

Feb'24 | Attended online Permanent Controller TraineeTELMA

"It was my first time and was a wonderful experience!"

The venue was really great, and all the MVPs presenting a theme was a good idea. Having MVPs talk about different aspects of the same subject gave us multiple views of it.