Excel Smarter for Credit Pros: AI, Data Cleaning & Analysis

Excel Smarter for Credit Pros: AI, Data Cleaning & Analysis

Credit Institute of Canada Toronto Chapter Event:
Excel-erate Your Skills: Mastering Spreadsheets Online!


Date:
Tuesday, September 8, 2026
Time: From 6:30 p.m. to 8:00 p.m. E.T. 
Location: Virtual - via Zoom (the link will be emailed before the webinar)
Price: 
Toronto Chapter Members & Students - Free
CIC members (Other Chapters) - $10.00 
Non-member
s& Guests - $20.00

(includes HST)

Registration Deadline: by September 7, 2026
CIC Member PD Points: 10 professional development points for attending.

Training Description:

The "Excel Smarter for Credit Pros: AI, Data Cleaning & Analysis" sessions are being organized by the Special Events Committee, Toronto Chapter of the Credit Institute of Canada on September 8, 2026 from 6:30 to 8:00 pm ET.

AI-Powered Credit Analysis: Use Excel’s Analyze Data feature to quickly identify trends, generate insights, and create visualizations from credit and receivables data.

Clean Credit Data with AI: Learn how to detect and correct data inconsistencies, including formatting issues, extra spaces, and inconsistent customer information.

GROUPBY and PIVOTBY Functions: Use these new Excel functions to summarize and aggregate customer balances, aging data, and credit information with a single formula.

Trainer Profile Summary:


Irtza Chaudhry, CCP is an expert in utilizing advanced Excel functions and tools for data analysis, financial modeling, and credit risk assessment. With a deep understanding of data analytics techniques, Irtza can effectively analyze large datasets to extract valuable insights for credit decision-making. Irtza has expertise in building financial models using Excel, enabling accurate forecasting and scenario analysis for credit portfolios. Participants can expect an engaging and interactive session focused on leveraging Excel for effective credit and collections management.

Event Coordinator Contact:

Alessandra Pelagio, CCP - Special Events Committee Chair Toronto Chapter
alessandra.pelagio@gmail.com
 

Everyone is welcome to register and attend our Event!
 
When
9/8/2026 6:30 PM - 8:00 PM
Where
Online Via Zoom, ON CANADA

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