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Automate Your Month End with Excel

Automate Your Month End with Excel

25 & 26 May 2026
18:00-21:00 BST
Online-only

Learn how to structure data efficiently, automate repetitive tasks, and streamline every stage of your reporting process so you can spend less time crunching numbers and more time doing what you love.

Excel is the key tool used by accountants every day. Yet, most finance month end processes are using Excel like it is still 2003. As a result, working late and feeling stressed is common during the month end cycle. It doesn’t need to be that way.

Over the last 20 years, Excel features such as Tables, Power Query and Dynamic Arrays have been released. These enable users to automate month end tasks (without writing any code), and reclaim huge amounts of time.

This Masterclass will show you how to leverage these features. So you can spend less time at work, and more time doing what you love.

‍

What you'll learn?

  • Why the traditional month-end processes are inefficient
  • The 7 stages of the reporting
and analysis blueprint
  • Structuring data for efficient reportingUsing the Refresh, Resize
and Recalc cycle to automate journals, reconciliations,
analysis and reporting
  • Best practices in input
management to enable automation
  • Using dynamic parameters
to easily repoint to new inputs
  • Using Tables, Power Query
and dynamic array formulas
for automating processes
  • Reshaping any inputs into
an optimal data structure

‍

This class will be delivered by Mark Proctor online-only course on 25 & 26 May 2026.
This training is available as a single Masterclass or as part of our Premium Online Global Excel Summit ticket.

What's included

6 hours Masterclass with Mark Proctor, Microsoft MVP
6 hours of CPD (Continuing Professional Development) hours / points
All downloadable presentation and working files
Masterclass recording
Certificate of attendance
Join from anywhere in the world

Who is it for

This Masterclass is for any finance professionals who want to stop working late at month end by automating their work. The typical roles/teams that could benefit from this masterclass are:

  • Management accountants
  • Commercial accountants
  • Financial planning and analysis professionals
  • Financial control professionals
  • Financial reporting professionals

Download Course Brochure

Download Brochure

About your trainer

Mark Proctor

Owner of Excel Off The Grid, Microsoft MVP

Mark Proctor is a qualified accountant, consultant and blogger who has been applying spreadsheet-based solutions to solve real-world problems for over 20 years. Whilst working in the media, food, retail, and manufacturing sectors, he has built extensive dashboard, reporting, and process automation tools, to achieve greater business insight and efficiency. More recently, Mark has focused on Microsoft’s “Power” tools (Power Automate, Power BI, Power Query, and Power Pivot). These are now widely available but massively under-utilised by most businesses. Mark Proctor is also the owner of Excel Off the Grid, which started in October 2016. The site focuses on teaching intermediate and advanced Excel techniques so workplace warriors can become more efficient in Excel.

What people think of

Mark Proctor

★★★★★

This is gold!!!

Mark S.
★★★★★

Highly Recommended!

I would highly recommend for everyone to check out. I learned a great deal of time saving and stream lining techniques.

Eric H.

Course contents

Mark Proctor

No items found.

Training requirements

Attendees will need an Office Scripts compatible licence in Microsoft 365. Check the current compatible licences. If you have the Automate tab in Excel, then you have a compatible licence.

There is no previous coding experience required to attend this Masterclass.

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Product is not available in this quantity.
25 & 26 May 2026
18:00-21:00 BST
Online-only

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