Team training

Excel for your team - From Beginner to Pro

Lift your controllers, analysts and finance associates to a shared, professional Excel level - so you as CFO get work you can trust.

A complete upskilling pack for the finance, controlling and analyst team around the CFO. The idea is simple: you as CFO should not have to fix formulas, formatting or pivot tables - your team should deliver work that already holds up. The curriculum PDF covers eight modules (~12 hours): Foundations, keyboard shortcuts, formulas, data cleaning, charts, pivot tables, print & page setup, and dashboards & light automation. The companion Excel workbook contains 80+ keyboard shortcuts (Win + Mac), 40 essential formulas with live examples, a 500-row practice dataset, and three guided exercises - build charts (bar/line/combo), build a pivot table with slicer and calculated field, and configure an A4 print output with Print Area, Scale to Fit and Print Titles. Closes with a 20-point self-assessment checklist that gives the CFO a clear read on team level. Also deliverable as live training for the team - half-day, full-day, two-day intensive or 1:1 coaching, tailored to your team and your real datasets. Onsite in the Nordics or remote.

Disclaimer. Templates are provided for general informational and illustrative purposes only. They do not constitute financial, legal, or professional advice. The creator accepts no liability for decisions made based on the templates. Users are solely responsible for verifying accuracy, completeness, and compliance with applicable laws, accounting standards, and regulations.