Advanced Excel Tools for Finance Leaders

  • March 23, 2021
  • 11:40 am

Event description

Having a strong working knowledge of Excel is essential for every business professional who works with data. While newer emerging technologies focused on Data Analytics & AI are useful, Excel continues to be the most widely used application for quick and structured data analysis particularly in the Finance function (financial forecasting, trend analysis, budgeting, MIS reporting, presentation dashboards).

Although CFOs and other Senior Finance Leaders are well-versed with basic Excel, the knowledge of advanced formulae and time-saving-techniques can help effectively streamline painstaking tasks and turn raw data into presentable insights. This will ultimately boost efficiency, and the quality of analysis, enabling more informed decision-making.

In this Workshop, we will provide an overview of advanced features of Excel that will increase the sophistication of your Excel usage and will help get your work done better and faster. We will discuss the following items:
• How to save time with keyboard hotkeys and shortcuts
• What are some of the most common mathematical and logical functions
• How and when to use advanced lookups and conditional functions
• How to slice and dice data with PIVOTs
• How to perform data sorting, data analysis, and data validation
• How to audit complex formulas using Formulas features and Add-ins
• Overall best practices in Excel modelling
Please join us to hear from Rob Hong and Rohit Nerurkar from Sapling Financial Consultants Inc. as they share their expertise and answer your “how”s and “when”s on some of the advance excel features.



  • Rob Hong, CEO & Co-Founder, Sapling Financial Consultants Inc.
  • Rohit Nerurkar, Consultant, Sapling Financial Consultants Inc.
company events
2021 TMA NOW Summit
  • May 21, 2021
  • 10:00 am to 4:45 pm CDT
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