Free Lesson

Next Generation of EXL Cloud & AI

Hosted by Lance Rubin

Tue, Jun 16, 2026

2:00 AM UTC (1 hour)

Virtual (Zoom)

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AI-Powered Accountant
Lance Rubin, Andrew Siah, and Iris Meng
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What you'll learn

Identify what is changing in EXL Cloud G2 workbooks

Walk through key structural and formula upgrades in Gen 2. What's different from G1 and why each change reduces risk.

Applying the G2 Upgrade Path to an Existing workbook

We will walk through the skills library and show you how you can apply these upgrades to your existing workbooks

Walk through in detail some of the validation and controls

New G2 validation and control checks built and wired into the per-check enabled switches and other features

Why this topic matters

Claude is a huge force multiplier so we are keen to share how it can be deployed and used with existing workbooks through skills. This is not only an enhancement to the workbooks but also an enhancement in how you start to explore and learn from what we have built in leveraging Claude skills. Those skills have been designed specifically for the EXL Cloud workbooks.

You'll learn from

Lance Rubin

Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud

20+ years in finance across PwC, KPMG, Investec Bank, NAB, and multiple fintech CFO roles. Built models for property, banking, infrastructure, and private equity.

Co-authored the CA ANZ study guide on financial modelling. Certified trainer of the Financial Modeling Institute. Judge at the world's first Financial Modeling Innovation Awards and Power BI Global Summit presenter.

Founded the Future of Finance Lab, a community helping accountants cut through AI hype and build real skills. "Everyone's doing AI first and forgetting the foundations. That's a big problem."

Becoming AI-Powered doesn't mean forgetting Excel, & data skills; in fact, those skills are even more important.

Those who stand to gain the most from AI already have strong foundations upon which they augment & enhance with AI.

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