Webinars on
budget automation
that actually stick
Each session focuses on one concrete problem - a formula that breaks, a report that takes too long, a process nobody documented. Instructors work through real examples, not slides full of theory.
Upcoming sessions
All times shown in your local timezone after registration.
Spreadsheet logic for recurring budgets
We go through a real monthly budget template - showing where manual steps can be replaced with formulas and named ranges that update automatically.
Connecting data sources without breaking reports
Covers how to pull figures from multiple sheets or external files into one reporting view - and how to structure references so they don't collapse when data shifts.
One-to-one: your budget, your tools
You share your current setup before the session. The instructor reviews it and structures the 60 minutes around the specific gaps in your workflow.
Variance tracking without pivot fatigue
A recorded walkthrough of building a variance report that flags deviations above a threshold - no pivot tables, just conditional logic and structured references.
First steps: what to automate and what to leave alone
Not everything in a budget process benefits from automation. This session maps out where the effort pays off and where it tends to create more problems than it solves.
Error handling in automated budget models
Covers the common failure points in automated models - circular references, broken lookups, silent overrides - and practical ways to catch them before they reach a report.
From participants
A few notes from people who joined sessions - shared with permission, edited only for length.
The session on data connections was the first time I understood why my VLOOKUP kept returning the wrong column. The instructor showed exactly where the reference slips - something I'd been guessing at for months.
I booked a private session because my budget model was genuinely unusual - multi-currency, multiple approvers. The instructor had read through my file before we started and the hour felt like it was built for my situation.
I expected a webinar to feel passive. This one didn't - questions in the chat got picked up mid-demo, not saved for a Q&A at the end that nobody has energy for. Small thing, but it changes how much you take in.
The variance tracking recording is something I've gone back to three times. Having it available for 30 days meant I could watch the part about conditional logic again when I was actually building it, not just right after the session.