Excel Modelling Architecture, Integrated Budget Automation & Power BI Enabled Financial Intelligence
Venue: Gelian Hotel, Machakos-Kenya
Date: 7th - 12th September 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Build advanced Excel modelling architecture, automate integrated budgets, and enable financial intelligence with Power BI. This program teaches finance professionals to design modular, auditable Excel models, automate budgeting workflows, and use Power BI for dynamic financial analysis. The curriculum covers model structure, scenario management, budget automation techniques, and Power BI integration. Through hands‑on projects, attendees will develop end‑to‑end solutions that streamline financial planning and analysis. This program is essential for FP&A professionals, financial controllers, and business analysts.
Objectives
- Design Excel financial models with clear architecture and documentation
- Implement integrated budget automation using Excel and Power Query
- Use scenario management techniques (data tables, scenario manager)
- Automate budget data consolidation from multiple departments
- Build Power BI dashboards for financial intelligence
- Create dynamic financial KPIs and variance analysis
- Integrate Excel models with Power BI for live reporting
- Ensure model governance and version control
- Optimize performance for large datasets
Target Audience
- FP&A and financial analysts
- Budget managers and controllers
- Financial modellers
- Business intelligence professionals
- Finance directors and CFOs
- Consultants in financial planning systems
Methodology
- Excel modelling architecture workshops
- Budget automation labs with Power Query
- Power BI dashboard design sessions
- Scenario and sensitivity analysis exercises
- Case study analyses of FP&A transformations
- Peer review of financial models
- Action planning for implementation
