TEAM TRAINING · WORKSHOPS AND MULTI-SESSION PROGRAMS
Bring practical Excel, Copilot, and Python training to your team
Give your finance, accounting, or operations team time to practice better ways of working with data. Stringfest Analytics delivers hands-on workshops and programs that connect modern Excel tools to the analysis and reporting people do every day.
Planning training for your department or organizing it through L&D? Start with the workshop outlines below. We’ll agree on the audience, software requirements, and agenda before booking.
Excel & reporting
Build a repeatable process for preparing data, refreshing reports, and checking results.
Copilot & AI
Practice useful prompts and careful review, in Excel or across Microsoft 365.
Python in Excel
Extend your workbook analysis with Python, data preparation, and visualizations.
TAKE IT TO YOUR TEAM
A shareable training overview
Two pages covering the topics, delivery options, and planning process. Share it with your manager, team lead, or L&D partner.
No signup required. Final scope and fees are agreed before booking.
YOUR INSTRUCTOR
Expert-led training with a dependable process
Work directly with George Mount, an O’Reilly author, Microsoft MVP, and LinkedIn Learning instructor.
George leads program design and instruction, from agreeing on the learning objectives to preparing and delivering the sessions. Every engagement follows a clear process for scoping, preparation, delivery, and follow-through.
George’s work includes training for major banks and operations teams, as well as courses for LinkedIn Learning and live teaching through O’Reilly and the Global Excel Summit. Learn more about George’s background.
Choose a workshop
These are sample outlines. 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.
Programs build your team’s own capability through shared patterns, guided work, and documentation. Scope, software access, materials, support, and fees are agreed before booking.
Planning an event? Paid keynotes and large-group sessions are also available. Explore speaking topics, fees, and the speaker kit.
What the training experience looks like
Short explanations and demonstrations lead into guided exercises, time to try the methods, and discussion of what the results mean. The aim is to build skills participants can apply and explain after the session.
Before delivery, Stringfest confirms the learning objectives, pace, practice files, software requirements, and logistics. On-site and live virtual options are available, along with focused workshops, multi-session programs, and train-the-trainer engagements.
Agree on the audience, outcome, and agenda.
Confirm software, practice files, and logistics.
Work through guided business scenarios.
Review results and identify useful next steps.
Experience with teams like yours
Financial services analysts
Through training programs for major banks, George has helped early-career analysts apply modern Excel tools to market data, including Python in Excel, Copilot, Power Query, and data modeling. 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 and internal approval
Start with the work: Describe what your team handles today and what you want them to do better. A specific reporting or analysis challenge is helpful; a finished brief is not required.
Check the fit: We’ll discuss current skills, group size, software access, delivery format, timing, and budget. The sample outlines give your colleagues a starting point for that conversation.
Agree on the scope: The final agenda, fee, materials, and delivery arrangements are agreed before booking. If you’re still seeking internal approval, mention that in your inquiry.
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.
Planning an event for your members or customers? Explore partner webinars and sponsored Excel and AI sessions.
Learning on your own? Explore individual courses, public workshops, and membership resources.