May 11-13, 2026 |  Loews Sapphire Falls Resort  |  Universal Orlando, FL

Agenda Session

Work Smarter, Not Harder in Excel

May 11 2026

9:30 AM - 12:30 PM EST

Sometimes to get more done, you must innovate. In Excel, there are powerful features that can automate so many tasks we take for granted. In this session, we build workbooks that practically run themselves. Explore the strategic combination of Power Query, tables, Office Scripts, and dynamic array functions that validate inputs, highlight exceptions, and refresh themselves. Learn practical ways to eliminate the repetitive tasks that eat away at your time and focus.

Topics include:

  • Build self-maintaining financial reports with data connections
  • Validate data automatically with queries and rules
  • Leverage dynamic array and trimmed range functions to automatically accommodate new datasets
  • Develop macros and Office Scripts to automate miniprocesses
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