The Finance Team Toolkit: Build Solutions That Save Time
Modern finance teams spend too much time on manual, repetitive work. In this hands-on, 1-day in-person Masterclass, Microsoft MVP Mark Proctor 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 learn which tool suits which job, the strengths and limitations of desktop and cloud automation, and how to automate consolidations, reconciliations, burst reporting and commentary generation with processes that are repeatable, scalable and easy to maintain, with AI accelerating the development.
Other Sessions
A hands-on day automating a monthly Excel report with Claude. Attendees build it once and leave with a report that rebuilds from new data, with numbers that tie out every time.
A hands-on day on Copilot in Excel, the Finance agent, Fabric data agents and Copilot Studio: where agents save real hours, where they can't be trusted yet, and how to deploy them.
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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.
