Modern Credit Analytics: Excel and Power BI Working Together
Event
- When:
- Mon, May 11, 2026, 03:00 - 04:00
- Where:
- Online, internet
- Category:
- Webinars
Description
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with George Mount, Founder, Stringfest Analytics |
About the webinar:
Credit professionals rely heavily on Excel for investigation, analysis, and daily portfolio management. Many organizations are also adopting Power BI for executive dashboards and trend reporting. This webinar provides a practical, credit-centric overview of how Excel and Power BI can work together in a modern analytics workflow.
Instead of going deep into technical architecture or data modeling, this webinar will center on practical credit management scenarios such as AR aging, DSO tracking, exposure concentration, customer risk review, and reporting cadence. The goal is to make clear where Excel adds analytical flexibility and where Power BI strengthens visibility and communication.
About the speakers:
George Mount, Founder, Stringfest Analytics
George Mount is a corporate trainer and Excel expert who helps finance, accounting, and operations teams work smarter with data. He specializes in the Modern Excel AI Stack — Python in Excel, Copilot, Power Query, and Power Pivot — and teaches professionals how to turn complex data into clear, actionable insights.
As a LinkedIn Learning instructor with more than 400,000 learners worldwide, George regularly presents at industry events including the Global Excel Summit. He is the author of Advancing into Analytics (O’Reilly, 2021) and Modern Data Analytics in Excel (O’Reilly, 2024).
George is recognized as a Microsoft Most Valuable Professional (MVP) for his contributions to the Excel and analytics community. He holds degrees in economics, finance, and information systems, and is based in Cleveland, Ohio.
Register here:
General information: |
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| Members: $95 | Non-Members: $195 |
| 12:00 pm PT | 3:00 pm ET |
|
Please remember time zone differences. |
Ask a Question:
Webinar access:
Login instructions are sent to the registered attendee's email address in a calendar invitation at the time of registration.
Venue
- Location:
- Nationwide