2025: Month-end in Power BI

£1,350.00 + VAT
Available
Virtual
All Locations
Business performance, risk & strategy
Feb
7
Fri
-
Dec
31
Wed
09:30
-
PM
13:30GMT
Schedule Description: Increase the impact, efficiency and accuracy of your commercial month end reporting by learning how to build dynamic, real time close reports.
CPD hours: 8

Description

Increase the impact, efficiency and accuracy of your commercial month end reporting by learning how to build dynamic, real time close reports in Microsoft Power BI.

Please choose from the dates below to view more details.

Month-end in PowerBI

Date and time

Learning method

Select a date in the drop-down menu above for details.

Select a date in the drop-down menu above for details.

Month-end performance reporting to business partners is a critical finance process, but in a world of increasing automation, for many it continues to be manual and repetitive. There are risks around data integrity and human error. Business partners are often left wanting more in terms of deeper understanding and action-orientated information. Follow up data requests add further burden to finance and are often ineffective in solving issues.

Month end reporting of the future will be fast and reliable, agile with easily implementable changes and high-quality data. Analysis will be quick to produce and evolve with business requirements. Most importantly, business partners will take actionable insights from the information, self-serving on detail and reducing data requests on finance teams by up to 80%.

This course will take finance professionals involved in the close process from zero to being able to produce a month end commercial reporting pack in Power BI. An upfront investment of time, learning and creating month end reporting in Power BI will save time in perpetuity by automating manual processes, reducing errors and removing unnecessary elements of business partnering.

Learning outcomes:

  • Create revenue reporting that will be interactive and rich, and allow business partnering to be increasingly effective.
  • Give business partners the information they need, and the support to make decisions on a course of action.
  • Introduce new ways of working to their finance teams.
  • Save time on a process with increased value add output.

Important! This course will require working through 6-8 hours of video on demand self-led learning with exercises BEFORE days 1 and 2 (3-4 hours pre-work per session, 1 month between sessions). This will be essential to complete for the live sessions to be useful.

Who should attend?

This course is aimed at anyone below top level senior positions (e.g. Analyst / Manager) who want to make significant improvement to their month end processes through investing in their own skills, and that of the team, in order to spend more time as an active business partner.

Attendees will need to be comfortable with excel and have had good experience of a month end process, so they can think through how the steps and benefits can apply to their unique issues.

Technical notes: Individual Power BI licenses are free to download and use to build reporting but sharing reporting with business partners will require a paid license as part of Microsoft 365 subscription. Power BI and Zoom are CPU/memory intensive. Power BI may be sluggish during the virtual parts of the course on older machines. Building reporting live is not compulsory, many attendees just watch and listen. Copies of the model at each stage of its build are provided for use in any exercises during Day 1 and 2.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this course could contribute up to 16 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Contact the Events Information team

FAQs

Should you experience any difficulties booking onto the event, please click here.

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This course is for: Analysts, Managers, Trusted Advisors and Business Leaders.

Capability Framework 4

 

 

 

Rate Price
ICAEW Member £999 + VAT
Non-Member £1,350 + VAT

 

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Each 3-hour virtual classroom will include a 10-minute comfort break.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

Trainers

Oliver Deacon FCA
Oliver is a former Finance Director at Microsoft, an ICAEW member and a PCC Executive Coach through the ICF. He brings a refreshing and inspiring perspective to modern finance. His last team at Microsoft cut 2 days from their month end reporting work by using Power BI. He relocated back to the UK from Seattle in September 2019.

"Great to hear from someone with several years' practical experience rather than standard 'common sense' stuff." - Delegate feedback

Dan Stockdale
Dan is a financial modeller and online course creator, producing content aimed at accounting & finance professionals, analysts and consultants. He is a CIMA member who has worked as a strategy modelling consultant and internal trainer at PwC, and has extensive industry experience engaging with CFOs and Strategy, both in London and Sydney. His aim is to create remote learning that is challenging, realistic, fun and high quality.

Click here to view the full 2025 Virtual Classroom CPD Planner.

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person.

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form

 

 

ICAEW's terms and conditions for events

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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