2027 Agenda

Choose the right approach for the Excel job.

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Explore Copilot, Claude and AI agents for reporting, analysis and automation. Understand what to delegate, how to validate results and where human judgement matters.

Make the numbers clear. Make the design your own.

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Build dashboards and reports with effective layouts, colour and interactivity. Discover how AI can accelerate creation while you shape the final result.

Build models that stand up to business scrutiny.

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Connect financial models with valuation and scenario analysis. Explore how nested arrays change model design, and strengthen your approach to review and auditing.

Create a repeatable path from source data to reporting.

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Combine Power Query, Power Pivot and Power BI to prepare, model and report on data – with fewer manual steps.

Solve more spreadsheet problems with a clearer approach.

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Explore core Excel concepts, modern formulas and nested arrays. Build reusable tools for consolidations, reconciliations and reporting with Excel, VBA and Power Automate.

Connect with people who understand your work.

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Exchange ideas with finance and data professionals, compare approaches with speakers and build connections that continue beyond the Summit.