ABOUT EXCELEVATE

DEREK HENRY, CPA, CFE – EXCEL ARCHITECT

Hey there, I’m Derek. For over 20 years, I’ve been obsessed with efficiency – in Excel and beyond. From custom shortcuts to automating large-scale processes, I try to reuse my thinking wherever I can. One day several years ago, my boss told me I should share my expertise with the world, so Excelevate was born.

When you an efficiency-first approach, the results can be amazing – like 50x faster amazing. But it’s not just about saving time – it’s about unlocking capacity to focus your most important, highest-leverage tasks. And getting home to your family, friends, and the things you’re most passionate about.

Between AI and dozens of recent major Excel enhancements, there are more ways than ever to automate just about anything in Excel.  Through training, speaking, tools, and consulting, I help you use them to maximize your productivity.

 

WORLD-CLASS TRAINING

If you take the “I don’t have time” mindset like too many overworked people do, you’ll fall further and further behind. Prioritizing continuous learning is what sets the most successful companies, teams, and individuals.

Through virtual and on-site public and private sessions, I take a hands-on, practical approach in training teams on the most impactful Excel tools that help them get their work done faster, smarter, and with less risk.

Bonus: the courses I host are CPE approved!  Check out the course catalog to learn more.

PROFESSIONAL SPEAKING

Through keynotes, breakouts, and webinars, I offer solutions for maximizing personal and organizational efficiency and value.  I take an entertaining approach to every presentation, built on wisdom, humor, stories, and practical examples.  Invite me to speak or learn more here.

Popular speaking topics include:

  • Modernizing Your Excel Skills
  • Being Efficient in an Inefficient World
  • Accountability Without Apologies: How Radical Ownership Fuels Success

 

IMPACTFUL TOOLS

What would you do with an extra 200 hours in your year?  That’s a typical outcome for frequent Excel users that leverage the impactful tools in the XLEV8 Excel Add-in.

It includes hundreds of pre-built shortcuts and bulk automation tools ready to optimize your work and make you the envy of your office.  Many of the tools were inspired by my time supporting multi-unit businesses.

Learn more about the XLEV8 Add-in with a quick demo video and check out the dozens of templates available on the File Downloads page.

CONSULTING PROJECTS

I imagine you have a few Excel files that were thrown together quickly and they’ve morphed into Frankensheets.  And though you badly want to improve them, there’s just not enough time in the day.

The more manual steps and the more repetitive they are, the more time you’re wasting.  That means less time focusing on your most valuable work.

If your Excel processes could use a little TLC, I’d love to help.  We’ll evaluate your processes to take an approach that will save you a ton of time, reduce the risk of errors, and make you the hero of your office.  Learn more here.

MISSION, VISION, AND VALUES

To save a lot of people a lot of time by educating, empowering, entertaining, enlightening
To become the preferred provider of innovative Excel solutions and training for multi-unit businesses
HOSPITALITY
EFFICIENCY
ACCOUNTABILITY
RESOURCEFULNESS
TENACITY

PERSONAL STUFF

Yes, I’m an Excel fan, and I wear that ugly Christmas sweater with pride! And of course several dad joke shirts (my family made an exception for Father’s Day)!

I live in the Dallas, TX area with my wife, two daughters, and our two goldendoodles. When we’re not busy supporting our kids’ activities (band, piano, tennis, volleyball, and soccer), we are actively involved at our church and love traveling and playing games.

I am a pro disc golfer (though I don’t compete much these days), and that’s me celebrating hitting an ace on a trip with my friends.  I love being outside, whether it’s just walking the dogs, playing a new course, or taking in some awesome nature sights.

 

CONTACT FORM

Have a project, training, or speaking need? Please reach out using the form below or schedule some time on my calendar.

5 + 8 =

ABOUT EXCELEVATE

DEREK HENRY, CPA, CFE – EXCEL ARCHITECT

Hey there, I’m Derek. For over 20 years, I’ve been obsessed with efficiency – in Excel and beyond. From custom shortcuts to automating large-scale processes, I try to reuse my thinking wherever I can. One day several years ago, my boss told me I should share my expertise with the world, so Excelevate was born.

When you an efficiency-first approach, the results can be amazing – like 50x faster amazing. But it’s not just about saving time – it’s about unlocking capacity to focus your most important, highest-leverage tasks. And getting home to your family, friends, and the things you’re most passionate about.

Between AI and dozens of recent major Excel enhancements, there are more ways than ever to automate just about anything in Excel.  Through training, speaking, tools, and consulting, I help you use them to maximize your productivity.

 

WORLD-CLASS TRAINING

If you take the “I don’t have time” mindset like too many overworked people do, you’ll fall further and further behind. Prioritizing continuous learning is what sets the most successful companies, teams, and individuals.

Through virtual and on-site public and private sessions, I take a hands-on, practical approach in training teams on the most impactful Excel tools that help them get their work done faster, smarter, and with less risk.

Bonus: the courses I host are CPE approved!  Check out the course catalog to learn more.

PROFESSIONAL SPEAKING

Through keynotes, breakouts, and webinars, I offer solutions for maximizing personal and organizational efficiency and value.  I take an entertaining approach to every presentation, built on wisdom, humor, stories, and practical examples.  Invite me to speak or learn more here.

Popular speaking topics include:

  • Modernizing Your Excel Skills
  • Being Efficient in an Inefficient World
  • Accountability Without Apologies: How Radical Ownership Fuels Success

 

IMPACTFUL TOOLS

What would you do with an extra 200 hours in your year?  That’s a typical outcome for frequent Excel users that leverage the impactful tools in the XLEV8 Excel Add-in.

It includes hundreds of pre-built shortcuts and bulk automation tools ready to optimize your work and make you the envy of your office.  Many of the tools were inspired by my time supporting multi-unit businesses.

Learn more about the XLEV8 Add-in with a quick demo video and check out the dozens of templates available on the File Downloads page.

CONSULTING PROJECTS

I imagine you have a few Excel files that were thrown together quickly and they’ve morphed into Frankensheets.  And though you badly want to improve them, there’s just not enough time in the day.

The more manual steps and the more repetitive they are, the more time you’re wasting.  That means less time focusing on your most valuable work.

If your Excel processes could use a little TLC, I’d love to help.  We’ll evaluate your processes to take an approach that will save you a ton of time, reduce the risk of errors, and make you the hero of your office.  Learn more here.

MISSION, VISION, AND VALUES

To save a lot of people a lot of time by educating, empowering, entertaining, enlightening
To become the preferred provider of innovative Excel solutions and training for multi-unit businesses
HOSPITALITY
EFFICIENCY
ACCOUNTABILITY
RESOURCEFULNESS
TENACITY

PERSONAL STUFF

Yes, I’m an Excel fan, and I wear that ugly Christmas sweater with pride! And of course several dad joke shirts (my family made an exception for Father’s Day)!

I live in the Dallas, TX area with my wife, two daughters, and our two goldendoodles. When we’re not busy supporting our kids’ activities (band, piano, tennis, volleyball, and soccer), we are actively involved at our church and love traveling and playing games.

I am a pro disc golfer (though I don’t compete much these days), and that’s me celebrating hitting an ace on a trip with my friends.  I love being outside, whether it’s just walking the dogs, playing a new course, or taking in some awesome nature sights.

CONTACT FORM

Have a project, training, or speaking need? Please reach out using the form below or schedule some time on my calendar.

5 + 15 =

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