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The Finance Team Toolkit: Build Solutions That Save Time
Build solutions that save time every month
Modern finance teams spend too much time on manual, repetitive work: consolidations, reconciliations, report packs and commentary rebuilt by hand every month.
This hands-on, full-day in-person Masterclass shows how to use software most finance professionals already have, including Excel, VBA, Power Query, Power Automate and Copilot, to build reusable tools that save time every month. You'll see real-world examples that deliver significant productivity gains.
You'll learn which tool suits which job, how desktop and cloud automation differ, and how to build processes that are repeatable, scalable and easy to maintain, with AI accelerating the development.
What you'll learn?
- Which automation tools are best suited to different finance challenges: Excel, VBA, Power Query, Power Automate and Copilot
- The strengths and limitations of desktop and cloud-based automation
- How to automate common finance tasks such as consolidations, reconciliations, commentary generation and automatically creating separate reports for different teams or recipients
- How to build processes that are repeatable, scalable and easy to maintain
- How to use AI to accelerate development, and where to spot automation opportunities in your own organisation
This class will be delivered in-person in Central London, UK on Monday 17 May 2027 (10:00 am–5:00 pm BST).
This training is available as a single Masterclass or as part of our Premium (In-Person) or Ultimate (In-Person) Global Excel Summit ticket.
What's included
Who is it for
For finance professionals who want to spend less time on manual work and more on analysis. Typical attendees include:
- Finance and accounting professionals
- FP&A teams
- Financial controllers
- Management accountants
- Finance systems and transformation teams
Download Course Brochure
Course contents
- Choosing the right tool for the job: Excel, VBA, Power Query, Power Automate and Copilot
- Understanding the strengths and limitations of desktop and cloud-based automation
- Using AI to accelerate development
- Building reusable VBA actions that can be applied across different solutions
- Working with Power Query
- Working across applications
- Burst reporting example
- Building desktop-based automation processes
- Applying the VBA actions inside Power Automate Desktop
- Trigger- and schedule-based cloud automations
- Utilising Office Scripts
- Zero-click and one-click reporting processes
- How to use self-referencing queries
- Building basic read/write applications
- Building a reconciliation tool
About your trainer
Mark Proctor
Mark Proctor is an ICAEW Chartered Accountant with more than 25 years of experience in finance and accounting. He helps finance professionals improve efficiency, reduce manual effort, and build more reliable reporting processes through better workflow design, automation, and data modelling.
As the founder of Excel Off The Grid, Mark has trained thousands of professionals around the world in modern Excel, Power Query, Power Pivot, Power BI, and finance transformation techniques. He has been a Microsoft MVP since 2021, is a regular contributor to the ICAEW Excel Community, co-hosts the Unpivot Podcast, and is an award-winning conference speaker.
What people think of
Mark Proctor
Mark explains everything really well!
Mark explains everything really well with lots of great examples to start automating tasks, and even includes a whole section on Power Automate.
Mark is a perfect combination of knowledgeable and accessible.
Mark is a perfect combination of knowledgeable and accessible. He disseminated a large amount of information in a clear, digestible way and I'm an improved data professional for it.
Training requirements
Attendees should already be comfortable with day-to-day Excel use. Please bring:
- A laptop with Microsoft Excel for Microsoft 365 (desktop version) installed. A Windows laptop is recommended, as Power Automate Desktop and some VBA features are Windows-only.
- A Microsoft account, signed in before the session, if you would like to follow the Power Automate and Copilot exercises.
Optional access: attendees with access to Power Automate and Microsoft 365 Copilot may follow selected demonstrations hands-on. Availability depends on your organisation’s licences and administrator settings.
Buy ticket
Buy 365-Day Digital Masterpass
If you continue experiencing issues, you can send it to us via email to info@globalexcelsummit.com
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Early Bird registration is open
18–19 May 2027 · London & Online.
Save 20% – limited to 100 in-person and 100 online tickets.
