Real Cases from Work - Part 1

This course is part of a video series that explores common issues encountered in professional Excel usage. Each part presents 10 practical cases drawn directly from real-world workplace scenarios. These examples are shared to help Excel users at all levels overcome challenges and improve efficiency.
To ensure relevance and structure, the course introduces a unique Excel Body of Knowledge (BOK) developed by the instructor—an industry-first. This framework outlines the typical progression of Excel learning, from basic to expert levels, and helps learners identify their current skill level and where improvement is needed.

Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]