Excel · Live online
Excel Overdrive: Models, Automation, and Getting Out of the Grid
Excel - Fall Conference
- When
- December 15, 2027
- Format
- Live online · 1 day · Central Time
- CPE
- Up to 8 credits
- Price
- $299 Early-bird pricing coming soon Payable with CPE Today credits · credit packages coming soon
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Proposed Agenda
All times Central Time. Sessions, times and credits may change before the conference.
PivotTables You Thought You Knew
Covers grouping, calculated fields, value settings, slicers, and GETPIVOTDATA.
Learning Objectives
- Identify methods to group date and numeric fields to create meaningful time-series and distribution analyses.
- Apply custom calculations within PivotTables using calculated fields and items to maintain data integrity.
- Configure value field settings to show percentages and running totals for deeper comparative analysis.
- Construct interactive reporting interfaces using slicers and timelines to improve user engagement.
- Execute the GETPIVOTDATA function to link PivotTable results to dynamic external dashboard components.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Basic familiarity with creating standard Excel PivotTables and working with tabular data sets.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
The Data Model, Power Pivot, and DAX
Covers relationships instead of lookups, measures instead of helper columns, and handling volumes that break a normal sheet where XLOOKUP stops scaling.
Learning Objectives
- Identify the benefits of using the Excel Data Model over traditional flat-file spreadsheets.
- Differentiate between physical helper columns and DAX measures for calculating business metrics.
- Establish relationships between multiple tables to replace nested lookup functions.
- Apply basic DAX syntax to create portable calculations that adapt to different PivotTable layouts.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- A working knowledge of standard PivotTables and the XLOOKUP function.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Automation Inside Excel: Office Scripts and Power Automate
Focuses on recording, editing, and scheduling repetitive work using TypeScript basics and trigger logic.
Learning Objectives
- Identify the core differences between traditional VBA macros and modern Office Scripts.
- Record a sequence of formatting and data manipulation steps using the Action Recorder.
- Modify basic TypeScript parameters within an Office Script to handle variable data lengths.
- Construct a Power Automate flow that triggers an Office Script based on a specific schedule or event.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- A working knowledge of Excel tables and basic logic functions like IF and AND.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
What-If Analysis: Scenario Manager, Data Tables, and Goal Seek
Explores built-in tools applied to pricing, financing, and capacity decisions.
Learning Objectives
- Identify the appropriate what-if analysis tool for specific business problems like pricing or loan terms.
- Construct a one-variable and two-variable data table to perform sensitivity analysis on a financial model.
- Create and compare multiple business cases using Scenario Manager to evaluate potential outcomes.
- Apply Goal Seek to determine the necessary input values required to achieve a specific financial target.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- A solid understanding of basic Excel formulas, cell referencing, and financial functions.
- Advance preparation
- Participants should have a practice workbook ready with basic financial formulas for pricing and loan calculations.
- Delivery method
- Group Internet Based
Forecasting in Excel
Covers FORECAST.ETS, trendlines, and moving averages for revenue and headcount projections, plus the honest limits of each.
Learning Objectives
- Identify the appropriate scenarios for using linear versus exponential smoothing forecasting methods.
- Apply the FORECAST.ETS function to historical data sets that exhibit seasonal patterns.
- Calculate moving averages to identify underlying trends in volatile financial information.
- Evaluate the reliability of a forecast using confidence intervals and trendline R-squared values.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Familiarity with standard Excel formulas and basic chart creation.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Charts That Make the Point
Covers chart selection, combo charts, secondary axes, and formatting for board decks.
Learning Objectives
- Identify the most effective chart type based on the specific financial story the data needs to tell.
- Construct combo charts that integrate different data scales using secondary axes without misleading the audience.
- Apply professional formatting standards to remove chart clutter and emphasize key performance indicators in board-level presentations.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- A working knowledge of basic Excel chart creation and data entry.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Sharing and Collaboration Without Chaos
Covers co-authoring, sheet protection, and version control when multiple people touch the model.
Learning Objectives
- Identify the technical requirements and limitations for real-time co-authoring in Excel.
- Apply protection settings to specific ranges and sheets to prevent unauthorized formula changes.
- Utilize version history and track changes to audit or revert workbook modifications.
- Implement best practices for naming conventions and folder structures to improve team workflow.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Familiarity with Excel workbook sharing and basic cell referencing.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Excel + AI - A Powerhouse Combo
A few years ago, the idea of talking to a spreadsheet felt like science fiction. Today, it is a core part of the professional toolkit. This closing keynote looks at how artificial intelligence changes the way practitioners interact with the grid. The session begins with a look at the practical reality of Copilot, moving beyond the marketing promises to show how it actually handles data cleaning and analysis. From there, the focus shifts to the integration of Python directly within Excel cells, allowing for advanced statistics without leaving the familiar interface. Because AI isn't perfect, the session spends significant time on verification strategies. Practitioners learn to audit AI-generated formulas and scripts to ensure their reports remain accurate and reliable. By the time the day ends, attendees will see how these tools fit together to handle the heavy lifting of data processing, leaving more room for the high-level analysis that clients and stakeholders value.
Learning Objectives
- Identify the specific capabilities and limitations of Copilot when performing data transformations within the Excel interface.
- Explain how Python in Excel enables advanced data analysis and visualization beyond standard spreadsheet functions.
- Apply validation techniques to verify the logic and accuracy of formulas generated by artificial intelligence models.
- Determine the appropriate scenarios for using AI tools versus traditional manual spreadsheet methods to maintain data integrity.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Participants should have a functional understanding of Excel formulas and basic data management concepts.
- Advance preparation
- None
- Delivery method
- Group Internet Based
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