Excel Mastery Conference

Overview

Conference start and end time will be announced late Summer 2026.

Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. Elevate your Excel skills, in this unique conference designed to help you work better with Excel. Go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Learn the newer functions and features such as LAMBDA, PIVOTBY, and XLOOKUP. Discover tips for improving productivity and security when working with Excel, and best practices for working with PivotTables.

Highlights

• Excel blocking and tackling – often overlooked tools
• Advanced Excel functions and latest features
• Power Query and other data manipulation tools
• PivotTables – Excel's best feature is now even better
• Modern dynamic arrays and formula techniques
• Workflow optimization strategies for financial professionals

Prerequisites

Fundamental understanding of Microsoft Office Excel.

Designed For

Business professionals who want to increase their proficiency when working with Excel

Objectives

• Apply advanced Excel functions and features released in recent updates to streamline common accounting tasks and improve accuracy in financial analysis.
• Implement Power Query and modern data manipulation techniques to automate repetitive processes and handle increasingly complex datasets.
• Utilize PivotTables and dynamic array functions to create more flexible, maintainable reports that adapt to changing business requirements.
• Recognize overlooked built-in tools and shortcuts that can significantly reduce time spent on routine Excel operations.
• Build more efficient workflows using contemporary Excel capabilities designed specifically for data-intensive professional environments.

Notice

• Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.