2026: Excel FP&A: automating month-end to shorten your reporting timetable

2026: Excel FP&A: automating month-end to shorten your reporting timetable

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Jan
1
Thu
-
Dec
31
Thu
09:30
-
PM
12:30GMT
Schedule Description: Learn practical Excel automation techniques that save time, reduce errors, and improve insights.
Sessions: 0
Session Hours: 0.00
CPD hours: 6hrs

Description

Streamline your month-end process by learning how to automate data preparation, consolidation, and reporting in Excel - saving time, reducing errors, and delivering faster, smarter insights.

Please choose from the dates below to view more details.
Event Details
01 & 02 October 2026, Excel FP&A: automating month-end to shorten your reporting timetable - virtual classroom

01 & 02 October 2026, Excel FP&A: automating month-end to shorten your reporting timetable - virtual classroom

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Oct
1
Thu
-
Oct
2
Fri
09:30
-
12:30 BST
Schedule Type Title: 1st of the Month
Schedule Description: Learn practical Excel automation techniques that save time, reduce errors, and improve insights.
Sessions: 2
Session Hours: 6.00
CPD hours: 6hrs
Virtual

Description

Streamline your month-end process by learning how to automate data preparation, consolidation, and reporting in Excel - saving time, reducing errors, and delivering faster, smarter insights.

Book here

Virtual classroom - Excel FP&A: automating month-end to shorten your reporting timetable
Learn practical Excel automation techniques that save time, reduce errors, and improve insights.

Date and time

Location

Session one: 01/10/2026, 09:30 - 12:30 BST

Session two: 02/10/2026, 09:30 - 12:30 BST

Virtual

Delivered over two three-hour sessions.

WHY TAKE THIS COURSE?
Month-end reporting often relies on time-consuming manual data manipulation, copy-pasting, and version management. This course shows you how to automate those processes using practical, proven Excel techniques. You’ll learn how to connect to your accounting system data, cleanse and consolidate it, and build automated management reports and dashboards that update at the click of a button.

Expect a hands-on, high-impact learning experience that delivers tools you can use immediately to shorten your reporting timetable and enhance decision-making.

WHAT YOU’LL LEARN
By the end of this course, you will be able to:

• Extract and transform data from accounting systems into management-ready information.
• Apply advanced Excel functions to cleanse and convert system data.
• Build automated “data bridges” to consolidate and transfer results into management reporting tools.
• Design dynamic management reports with charts, variance analysis, and traffic light indicators.
• Create waterfall charts to bridge budget to actual results.
• Use historic data to automate rolling forecasts and strategic plans.

WHO IS THIS COURSE FOR?
Finance professionals involved in financial planning and analysis (FP&A), management accounting, or reporting who want to automate manual month-end processes, strengthen data control, and accelerate turnaround time for management information.

Computer Requirements:
Please bring a PC laptop equipped with Excel 2007 or later to complete this course (not suitable for Mac).
Model files will be provided for use during the course, and post-course tutor support is available.

Competency requirements:
Participants should be comfortable constructing an =IF statement in Excel.

WHY CHOOSE ICAEW?
• Trusted heritage: For over 145 years, ICAEW has trained and supported the world’s leading finance professionals, setting the global benchmark for quality.
• Expert-led learning: Our courses are designed and delivered by subject matter experts, combining professional insight with real-world experience.
• Connected and relevant: With close links to government, regulators, and industry, our training reflects the latest challenges and opportunities in business and finance.
• Practical and interactive: Live, small-group learning with peer exchange ensures every programme delivers immediate workplace impact – and counts as verifiable CPD.

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 6hrs 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.

Course Enquiries
Contact: Events information team

More from ICAEW Academy

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.

A 6-hour live online programme delivered over two half days combining expert input, discussion, and practical examples.

Best Practice Foundations
• Course introduction and objectives.
• Model design principles for automated management accounts.
• Building a robust Data Bridge structure.

Cleansing and Summarising Data
• Key Excel functions for cleaning and combining data.
• Consolidating and categorising system data.
• Using workbook links for seamless reporting.

Building Management Accounts
• Producing month and YTD reports with variance analysis.
• Using conditional formatting for visual alerts.
• Adding charts and trend visualisations.

Forecasting and Automation
• Retaining historical data and identifying trends.
• Building seasonalisation profiles and rolling plans.
• Creating waterfall charts to link budget and actuals.

Clinic and Review
• Troubleshooting common challenges.
• Sharing practical applications and success tips.
• Review and next steps.

 

John Tennant ACA

John provides a wide range of training in strategic financial planning, business modelling and investment appraisal.

His background is in finance, starting his career as a Chartered Accountant with Deloitte & Touche in 1983. He went onto become the Financial Controller of a US bank before joining a training consultancy as Client Director.

He is the author of the Economist Guide to Business Modelling, the Economist Guide to Financial Management and the Economist Guide to Cash Management. He serves on the ICAEW Excel Advisory Committee.

 

Rate Cost Early Bird Pricing
ICAEW Member £425 + VAT £361.25 + VAT
Non-member £625 + VAT £531.25 + VAT

Early Bird Pricing
15% discount automatically applied on bookings made up until 6 weeks before the course date

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?

Yes, no fixed timings - will depend on the length of the course.

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.

Your 2026 CPD Planner

Explore all ICAEW Academy public courses in one place.

More virtual classrooms for you

Title Topic Format
 Description
Excel for business Data and technology Virtual Get more from Excel in your day-to-day work. Learn modern tools, shortcuts, and practical techniques to automate tasks, work faster, and create clear, reliable outputs that support smarter business decisions.
Excel FP&A: automating month-end to shorten your reporting timetable Data and technology Virtual Automate month-end reporting with Excel. Learn practical techniques to streamline data, build dynamic dashboards, reduce errors, and deliver management-ready insights faster, helping finance teams work smarter and make more informed decisions.
Excel Modelling: confident decision making in uncertain times Data and technology Virtual Build robust Excel models to evaluate investments, test scenarios, and forecast outcomes confidently. Learn to structure, automate, and present your models effectively to support clear, data-driven decision-making in uncertain markets.
FMI: Advanced Financial Modeler Accreditation Data and technology Virtual Validate your financial modelling expertise and gain global recognition with the FMI’s Advanced Financial Modeler (AFM) accreditation. A self-paced programme that builds your ability to design, integrate, and test best-practice financial models to international standards.
Generative AI for accountants: Learn it. Use it. Apply it Artificial intelligence In person/Virtual Enhance your productivity with generative AI. This course equips you with the tools and frameworks to automate routine tasks, analyse data faster, and use these technologies ethically and effectively.
Generative AI in finance: smarter operations and sharper decisions Artificial intelligence Virtual This course shows finance professionals how to use Generative AI to improve operations, enhance accuracy, and support smarter decision-making. You’ll learn practical, ethical ways to apply AI across accounting, reporting, and forecasting to drive efficiency and strategic insight.
Generative AI in professional practice: from core skills to client value Artificial intelligence Virtual Move beyond the hype and apply Generative AI directly to practice. You will develop core skills, learn to use AI responsibly, and explore practical applications in audit, tax, accounting, corporate finance, and advisory to enhance client delivery, streamline operations, and drive strategic value.
Generative AI inside and out Artificial intelligence Virtual Go beyond using AI to actually understanding it. This hands-on course demystifies how generative AI works, giving you the knowledge to design, test and implement AI-powered workflows responsibly and effectively across professional contexts.
Harnessing the power of Power Pivot Data and technology Virtual Enhance your data modelling and reporting capabilities with Power Pivot and Power BI. Learn to integrate multiple data sources, create custom calculations using DAX, and build interactive dashboards that provide deeper business insights.
Month-end in Power BI Data and technology Virtual Streamline your month-end process with Power BI. Automate reporting, eliminate manual errors, and deliver faster, clearer insights that enhance finance’s strategic impact. Ideal for finance professionals aiming to modernise their month-end reporting.
Power BI core capabilities for finance professionals Data and technology Virtual Build practical Power BI skills for finance. Connect, model, and visualise data confidently, turning accounting information into clear reports that enhance understanding and support better decision-making.
Power BI data visualisation for finance professionals Data and technology Virtual Transform complex financial data into clear, interactive reports using Power BI. Learn best practices for chart design, storytelling, and interactivity to deliver insights that drive understanding, clarity, and informed decisions.
Power Query: streamline data preparation Data and technology Virtual Automate data preparation with Power Query. Connect, clean, and transform multiple data sources in minutes and free up time to focus on analysis, insight, and faster, more accurate reporting.

Hear from past attendees

"One of the most useful accounting workshops I have attended. John delivered a masterclass in Excel functions and I learnt so much from the course that can be used in day-to-day processes. John took the time to explain functions and I walked away feeling more confident with complex formulas, confident I'll be able to reduce time spent on month-end workpapers after attending this ..."
Excel FP&A: automating month-end to shorten your reporting timetable, May 2026 attendee

"(The course) took you through step by step processes using newer formulae and formatting tricks. I am confident it will save hours at month end by automating results, commentary and graphs. If done correctly, going from the trial balance to formatted management accounts will take less than a minute. One of the best courses and best presenters I have ever experienced ... 6 hours very well spent."
Excel FP&A: automating month-end to shorten your reporting timetable, May 2026 attendee
This event requires participant information to register. Please login and/or fill in the participants information.
Back
Basket
Item(s) £0.00
Grand Total £0.00
Powered by Configio