Team training · Excel, Copilot & Python
Build skills your team can put to work.
Give your finance, accounting, or operations team practical ways to prepare data, improve reporting, and review AI-assisted analysis.
We agree on the audience, software requirements, and agenda before booking.
Download the training overview (PDF) · Browse workshop outlines
Hands-on. Built around your work.
Short demonstrations, guided exercises, and time to practice with business examples.
Live virtual or on site.
Focused workshops and multi-session programs.
Led by George Mount.
Microsoft Excel MVP, O’Reilly author, and LinkedIn Learning instructor.
Choose a starting point
Excel & reporting
For recurring reports, inconsistent source files, and repeated manual steps.
Practice: Excel Tables, Power Query, PivotTables, and refreshable reporting.
Copilot & AI
For teams that want useful AI workflows and better judgment about the results.
Practice: clear prompts, business context, and checks on AI-generated work.
Python in Excel
For Excel users who want to extend analysis in a familiar workbook environment.
Practice: DataFrames, data preparation, summaries, and visualizations.
Workshop outlines
These are sample agendas. Each can be scoped as a focused workshop or developed into a multi-session program with more guided practice and a larger applied exercise.
Excel for reliable analysis and reporting
Best for: Teams working with recurring reports, inconsistent source files, and manual spreadsheet steps.
Starting point: Participants use Excel regularly and are comfortable with basic formulas. No programming experience is required.
Sample day one: Structure data with Excel Tables; clean and combine files with Power Query; summarize results with PivotTables; check and refresh a reporting workflow.
Optional day two: Connect related datasets, explore data modeling, and build a more complete reporting exercise with documented refresh and review steps.
Skills participants practice: Preparing consistent data, replacing repeated cleanup steps with a refreshable process, and checking reports before sharing them.
View the Modern Data Analytics in Excel workshop. For a focused day on data preparation, explore the Click-and-clean Power Query workshop.
Copilot for everyday Excel work
Best for: Teams that want practical ways to use AI in spreadsheets and better judgment about when to trust its output.
Starting point: Familiarity with Excel formulas and tables. We’ll confirm the Copilot features available in your organization and match the exercises to them.
Sample day one: Prepare a workbook for AI; write prompts with clear context; use Copilot to help explain and draft formulas; explore data; verify the results.
Optional day two: Work through longer analysis scenarios, compare AI-assisted approaches with established Excel tools, and develop shared prompting and review practices.
Skills participants practice: Asking clearer questions, spotting unsupported conclusions, and choosing appropriate uses of Copilot within the organization’s policies.
View Copilot for Excel workshop details. For Word, Outlook, Teams, PowerPoint, and Excel together, explore Microsoft 365 Copilot training for teams.
Python in Excel for analysts
Best for: Excel users who want to extend their analysis with Python while staying in a familiar workbook environment.
Starting point: Confidence with Excel tables and formulas. No previous Python experience is required for the introductory workshop. We’ll confirm Python in Excel access before finalizing the agenda.
Sample day one: Read workbook data into Python; understand DataFrames; clean and summarize a dataset; create and interpret visualizations.
Optional day two: Combine datasets, explore trends or relationships, and build an applied analysis with checks and clear explanations of the results.
Skills participants practice: Reading and adapting Python code, producing analyses that extend Excel’s built-in tools, and deciding when Python adds value.
Related workshop: Python Foundations for Finance is a broader two-day course using Python notebooks for financial analysis, statistics, and modeling. Its scope and software setup differ from the Python in Excel workshop outlined above.
Choose the depth that fits
Team workshop
A focused session or training day around a defined tool, skill, or workflow.
Team upskilling
A two- to eight-week learning series with sequenced instruction, practice, and progress checks.
Modern Excel Transformation
A four- to six-week engagement combining training, workflow design, documentation, and knowledge transfer.
Scope, software access, materials, support, and fees are agreed before booking.
Your instructor
Work directly with George Mount
George leads program design and instruction, from agreeing on learning objectives to preparing and delivering the sessions.
His work includes training for major banks and operations teams, courses for LinkedIn Learning, and live teaching through O’Reilly and the Global Excel Summit.
From the brief to useful practice
Short explanations and demonstrations lead into guided exercises, time to try the methods, and discussion of what the results mean. Before delivery, we confirm pace, practice files, software requirements, and logistics.
01 · Scope
Agree on the audience, outcome, and agenda.
02 · Prepare
Confirm software, practice files, and logistics.
03 · Practice
Work through guided business scenarios.
04 · Apply
Review results and identify useful next steps.
On-site and live virtual options are available, including train-the-trainer engagements.
Experience with teams like yours
Financial services analysts
Through training programs for major banks, George has helped early-career analysts apply Python in Excel, Copilot, Power Query, and data modeling to market data. The focus is practical analysis and more dependable workflows.
Operations and reporting
For an operations team at a U.S. manufacturer, George designed a modern Excel program covering Power Query, PivotTables, and automated templates to address manual spreadsheets and inconsistent reporting.
Planning for internal approval
Describe the work your team handles today and what you want them to do better. A finished brief is not required.
We’ll discuss skills, group size, software access, format, timing, and budget. The final agenda, fee, materials, and delivery arrangements are agreed before booking.
If you’re still seeking internal approval, mention that in your inquiry.
Share the overview
Take a two-page summary of topics, delivery options, and the planning process to your manager or L&D partner.
No signup required.
Let’s plan your team’s training
Share the topic, approximate group size, preferred timing, and whether you’re considering on-site or virtual delivery. If you’re unsure which option fits, describe the work your team needs to improve.