November 2-4, 2026  |  JW Marriott Austin  |  Austin, TX

Agenda Session

Five Excel Skills to Cut Time and Errors from the Close

Nov 03 2026

3:00 PM - 3:50 PM CST

Financial close processes are slowed down by manual cleanup, fragile lookups, and hidden errors – and Excel has the tools to fix all of these when you leverage them properly.

In this session, you’ll see how Power Query, XLOOKUP, FILTER, and other tools work together to automate data prep, streamline reconciliation, and surface issues instantly.

Topics include:

  • Automating data import with Power Query
  • Creating quick data tables from matched and unmatched records
  • Identifying issues with functions and conditional formatting
  • Controlling your workbook with tables and data validation

Speakers

Knack Training

- President