Gen Alpha Excel Functions – Reimagining Finance

Event Overview

Get ready to dive into the world of finance with Gen Alpha Excel Functions – Reimagining Finance.

Excel has evolved — and so has finance.

This exclusive hands-on masterclass showcases how the new generation of Microsoft 365 Excel functions is redefining analytical precision speed and collaboration in the world of finance.

From XLOOKUP and FILTER to LAMBDA SEQUENCE and TEXTSPLIT participants will explore how these new functions transform reporting consolidation and financial modelling — without relying on macros or add-ins.

Designed and delivered by Vidatree UAE a consulting group combining legacy expertise with modern innovation this session bridges the discipline of traditional finance with the agility of next-generation analytics.

Session Agenda

The masterclass introduces the most powerful Microsoft 365 Excel functions that redefine financial analysis modelling and automation — helping professionals move beyond legacy formulas into a dynamic intelligent spreadsheet experience.

Core Topics:

• Modern Lookups: XLOOKUP XMATCH – cleaner more flexible replacements for VLOOKUP and MATCH.
• Data Automation: FILTER SORT UNIQUE TEXTSPLIT SEQUENCE – build automated formula-driven templates.
• Advanced Logic: LET LAMBDA – define reusable modular logic directly within Excel.

Learning Focus

Participants will learn to:

• Use dynamic array functions for real-time data updates.
• Replace complex formulas with smarter cleaner alternatives.
• Build macro-free automation systems for financial workflows.
• Apply next-gen Excel logic to real-world business and finance problems.

Who Should Attend

Ideal for professionals who rely on Excel for decision-making reporting or analysis including:

• Finance FP&A and MIS professionals (MBA CFA FRM CIMA etc.)
• Accounting and Audit professionals (CA CPA ACCA CIA CMA etc.)
• IT and System Auditors (CISA CISM CISSP etc.)
• Management consultants business analysts corporate trainers educators and entrepreneurs seeking advanced Excel capability.

Key Takeaways

• Understand how Microsoft 365 Excel differs from legacy versions.
• Master dynamic array functions to simplify complex models.
• Build fast self-updating dashboards without macros.
• Receive a curated practice workbook and certificate of participation.
• Network with peers and professionals over high-tea.

Trainer

Nachiket Pendharkar (CA CFA CISA)

Audit & Analytics Specialist | Corporate Trainer | Finance Transformation Consultant

Nachiket is a Chartered Accountant CFA and CISA with over 15 years of post-qualification experience across finance audit and analytics. He has delivered more than 200 corporate training programmes across India the Middle East and Africa.

A ModelOff 2019 Global Finalist he blends technical mastery with strategic business insight to make financial modelling both intuitive and impactful. His sessions emphasize real-world applications — from valuation and forecasting to dashboards and risk analysis — helping professionals bridge the gap between technical skills and financial intelligence.

Why Attend

Classic Excel formulas served a generation of professionals.

The new wave of Gen Alpha functions represents the next chapter — one where formulas think dynamically adapt automatically and model faster than ever before.

Whether you’re modernizing financial models enhancing MIS dashboards or building automated reporting systems this session bridges the gap between traditional excellence and contemporary analytics.