Dear participants,
To get the most out of this training, we need 5 minutes of your time to understand your profile and where you stand with AI today. This helps us fine-tune our content before the day — so every exercise is relevant to your actual reality. Thank you in advance. 🙏
Step 1 of 5
Let's get to know you
Nothing complicated — we just need to know who we are working with so we can pitch the level and examples right.
Please enter your first name.
Please enter your last name.
Please enter a valid email address.
Please enter your job title.
Please enter your company name.
2–5 years
5–10 years
10–15 years
15+ years
Please select your experience range.
BasicPower user
Please rate your Excel proficiency.
Step 2 of 5
Are you already using AI?
No right or wrong answers here. We just want to know where you are starting from.
Yes — I use AI regularly
Occasionally — I have tried a few things but not consistently
Not yet — I am here to learn
Please select the option that fits you.
ChatGPT
Claude (Anthropic)
Microsoft Copilot
Google Gemini
Perplexity
Other
Yes — paid plan
Free version only
Both
Step 3 of 5
Your systems and tools
We want to make sure the hands-on exercises match your actual setup — not some fictional company.
Please tell us which system you use.
Power BI
Excel Power Query
Tableau
Qlik
Google Looker
None — we rely mainly on Excel
Direct ERP exports (CSV / Excel)
BI tool with a live connector
Manual entry and copy-paste — yes, it still happens
Automated data pipelines
Step 4 of 5
Where does your time actually go?
These are exactly the tasks this training covers. The more specific you are, the better we can shape the exercises for you.
Budget variance analysis and commentary
Account reconciliations
Cash flow forecasting and scenario modelling
Board deck and management report preparation
Month-end / year-end close
Journal review and anomaly detection
Balance sheet analysis and ratio reporting
Multi-entity consolidation
Please select at least one task.
Tell us what you are hoping to gain.
Step 5 of 5
A bit about your organisation
Last stretch. This helps trainers adapt the implementation roadmap section to your actual business reality.
Yes — we have a formal policy in place
It is being discussed / in progress
No — nothing formal yet
I don't know
Please select an option.
You're all set — thank you!
Your pre-evaluation has been received. The training team will read through your answers before the session to fine-tune the content and make sure the day is as useful as possible for you.
What happens next?
You will receive a confirmation by email with a reminder closer to the date. If you have an Excel file you use regularly for reporting — bring it on the day. You will work directly with your own data during the exercises.
You will receive a confirmation by email with a reminder closer to the date. If you have an Excel file you use regularly for reporting — bring it on the day. You will work directly with your own data during the exercises.