The AI in Excel Toolkit for Finance Professionals
Fay Bordbar
Teaching AI, one skill at a time
Giles Male
Microsoft MVP, Master Financial Modeller
Learn to Clean, Check, Create, Code and Customise Excel with AI
Clean, Check, Create, Code and Customise Excel with AI
Finance professionals are under constant pressure to do more with less: Faster turnarounds, deeper insights, bigger models, more data. Same headcount.
Yet you're still spending hours cleaning data, checking formulas, building reports, and repeating manual tasks in Excel.
AI is changing how analytical work gets done, but it remains the most overlooked tool for finance professionals. You know it matters, but you don’t know where to start, which tools to trust, or how to apply them safely in real-world finance work.
This 3-hour hands-on workshop shows you how to apply AI with confidence, not guesswork.
You’ll clean messy datasets, check formulas and models, and create analyses and reports with Microsoft Copilot and/or Claude so you can reclaim the time you’re losing to manual work.
By the end, you’ll be writing Excel formulas, VBA, and M-Code faster while teaching AI how to work in your style – because AI is most powerful when you can customise its behaviour to match your own.
No hype. No theory overload. Just real Excel problems solved with AI.
What you’ll learn
Master AI-powered Excel skills to work faster, uncover deeper insights, and stay ahead in a changing profession.
Use AI to clean, reshape and prepare messy datasets in minutes.
Reduce manual data preparation and focus on analysis.
Create complex Excel formulas using simple prompts.
Understand and troubleshoot existing formulas more effectively.
Turn raw data into reports, dashboards and visualisations.
Use AI to uncover trends, patterns and anomalies.
Compare the strengths of different AI tools for Excel work.
Use AI Agents with Excel to enhance your workflows.
Workshop agenda
Clean Data with AI
Clean and transform data faster using AI-assisted techniques for preparation, validation, and analysis.
Check formulas, models, and assumptions
Check AI calculations efficiently while maintaining professional scepticism and accuracy.
Create formulas, graphs and dashboards with AI
Generate and troubleshoot Excel formulas using natural language prompts and AI Agents.
Code with AI in Excel
Create, use and test VBA, M Code and Python code with AI support, even if you're not a programmer.
Customise your Excel with AI Skills
Customise your rules, skills and preferences when using AI in Excel
Learn directly from Fay & Giles
Fay Bordbar
Host of The Global Excel Summit, Founder @ Excellence AI, Excel and AI Trainer
Giles Male
Microsoft Excel MVP, Master Financial Modeller, Co-Founder @ FullStackModeller
Who this workshop is for
The Future-Focused Finance Leader: FDs, FCs and team leaders responsible for driving efficiency and capability within their teams.
The Busy Finance Professional: Accountants, finance managers, financial controllers, FP&A analysts, and auditors.
The Excel Power User: who already knows Excel inside-out and wants AI to make their builds faster without sacrificing their quality of work.
What's included
Live sessions
Learn directly from Fay Bordbar & Giles Male in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Frequently asked questions
Maven for Teams
Reimbursement
Get your company to pay
Everything L&D needs: email template, receipts, and certificate of completion.
Get reimbursedTeam discount
Learn with your teammates
Save 20%+ when 2 or more teammates enroll in the same cohort.
Save 20%+ with a teamPrivate cohort
Run a cohort for your org
A dedicated cohort with a custom schedule and curriculum, tailored to your team.
Book a private cohort$750
USD
2–5pm EDT