How near or far away is your organisation in applying best Excel practice? Excel is one of the most essential tools in finance. However, poor spreadsheet management can create operational risk, control failures and costly rework. For CFOs and Finance Directors, the challenge is no longer how to use Excel, but how to lead teams that rely on it.
This two-part webinar series is aimed at senior finance leaders who need confidence that spreadsheets across their organisation are fit for purpose, well governed, and developed sustainably.
Across the two webinars, John Tennent, Founder of Corporate Edge, and Mark Proctor, Microsoft MVP and Director at Twenty Seven Solutions Limited, will explore how finance leaders can take control of Excel use across their teams from managing risk, through capability building, to modern best practice.
Leading teams and reduce spreadsheet risk
This webinar will focus on the leadership and governance responsibilities finance leaders have when Excel is embedded in business processes. John Tennent will explore how CFOs and Finance Directors can better manage and mentor Excel driven teams by putting clear standards and structures in place, reducing reliance on individual “experts”, and improving oversight without needing to build spreadsheets themselves. The session will cover practical approaches to consistency, documentation, review, access and version control, alongside assessing skills to set a clear ambition for how Excel is used across the team. Attendees will learn how to reduce risk while maintaining productivity.
First broadcast on 16 June 2026
Webinar resources
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Master modern Excel tips and tricks relevant to your role
This webinar will cover what ‘good’ looks like when Excel is used well, and how finance leaders can build greater capability across their teams. John Tennent and Mark Proctor will explore modern best practice in spreadsheet design, data handling and the use of templates, before broadening the discussion to where tools such as Power Tools, VBA and Python can add value. The session will also address how AI tools, including Copilot, can enhance capability when used appropriately, as a support to good practice and professional judgement, rather than a shortcut. Attendees will learn how to make more informed decisions about tools, skills and investment.
Webinar date: 16 July 2026
CPD
Each of these webinars could contribute to up to 1 hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Find out more.
Join the Excel Community
Do you use Excel in your organisation? Are you using it to its maximum potential? Develop your skills and minimise spreadsheet risk with our Excel resources. Membership is open to everyone - non ICAEW members are also welcome to join.
