EAA Web Session: "Power Query, Power Pivot & Power BI for Actuaries"

Introduction & Programme

This web session is designed to empower actuaries to enhance their existing toolkits with practical skills in three of Microsoft’s most powerful data tools.

Focussing on real-world actuarial applications, this web session will demonstrate practical ways to prepare, analyse and visualise data using these tools thin the familiar environment of MS Excel and beyond.

Preliminary Programme
Monday, 15 June 2026
10:00-12:00 Topics:

• Excel-to-Power BI Actuarial Workflow
• Power Query (Automated Data Preparation / ETL)
• Power Pivot & Data Modeling
• Advanced Calculations with DAX (and M)
• Interactive Visualisation & Reporting in Power BI

All the above times are given in CEST (Central European Summer Time).

Learning Objectives & Approach

Starting from Microsoft Excel, this web session will demonstrate how Power Query, Power Pivot, and Power BI can be integrated to create a seamless and efficient actuarial data workflow. Power Query, via the M language, enables automated data extraction and transformation. Power Pivot allows for the construction of robust Data Models and the use of the DAX language for advanced calculations.

These Data Models can be copied directly from Power Query into Power BI, where interactive visualisations and reporting further enhance actuarial analysis. The session focuses on practical actuarial examples, illustrating how the combined use of M, DAX, and the Data Model across all three tools enables actuaries to manage complex data tasks more efficiently and deliver clearer, more impactful results.

Participants

This web session is intended for all actuaries who want to enhance their data skills and apply them directly to actuarial tasks.

Technical Requirements
Please check with your IT department if your firewall and computer settings support web session participation (the programme Zoom will be used for this online training). Please also make sure to join the web session with a stable internet connection.

Lecturers

Jennifer Loftus
Jennifer is an actuary and accountant with over 20 years’ experience in the insurance industry. She is an Executive Director, Group CFO and Chief Actuary with Acorn Life in Ireland. She is an Independent Non-Executive Director of Vhi, Ireland’s largest health insurer. Jennifer is a Fellow of the Institute and Faculty of Actuaries (UK), the Society of Actuaries in Ireland and the Association of Chartered Certified Accountants. She holds an MSc in Data Analytics and an MSc in Sustainability Leadership. Jennifer is a member of both the Society of Actuaries in Ireland’s Data Science Committee and Diversity, Equity, Accessibility & Inclusion Committee.

Language & CPD Credits

The language of the web session will be English.

CPD Credits
For this web session, the following CPD credits are available under the CPD scheme of the relevant national actuarial association:

• Austria: 2 points
• Belgium:  2 points
• Bulgaria:  3 points
• Croatia: individual accreditation
• Czechia:  2 hours
• Denmark 2 credits
• Estonia:  2 hours
• Finland: 2 points
• France:  12 points
• Germany:  2 hours
• Greece: 3 points
• Hungary:  2 hours
• Iceland: 2 credits
• Ireland: 2 hours
• Italy: individual accreditation
• Latvia: 2 hours
• Lithuania: 2 hours
• Netherlands:  approx. 2 points (individual accreditation)
• Norway: 2 points
• Poland: 2 hours
• Portugal: 2 hours
• Serbia: 2 hours
• Slovakia:  individual accreditation
• Slovenia:  individual accreditation
• Spain: CAC: 2 hours, IAE: 2 hours
• Switzerland:  individual accreditation
• USA: SOA (Section B): up to 2.4 hours

No responsibility is taken for the accuracy of this information.

Fees & Registration Details

Early Bird Registration Fee (until 4 May 2026):

• For private customers in the EU: €160.00 + VAT of the billing country (example Germany: €190.40 incl. 19% VAT)
• For private customers outside the EU: €190.40 (incl. 19% VAT)
• For businesses within the EU (excl. Germany, with valid VAT ID): €160.00 (net, reverse charge applies)
• For businesses in Germany: €190.40 (incl. 19% VAT)

Regular Registration Fee (from 5 May 2026):

• For private customers in the EU: €210.00 + VAT of the billing country (example Germany: €249.90 incl. 19% VAT)
• For private customers outside the EU: €249.90 (incl. 19% VAT)
• For businesses within the EU (excl. Germany, with valid VAT ID): €210.00 (net, reverse charge applies)
• For businesses in Germany: €249.90 (incl. 19% VAT)

Important VAT Information:

• For private customers with a billing address in an EU country: VAT will be charged at the applicable rate in the country of the billing address. The final amount, including VAT, will be calculated upon invoicing.
• For customers with a non-EU (third country) billing address: Only a non-company billing address is accepted for VAT compliance reasons. 19% VAT applies to all non-EU private customers.
• For businesses within the EU (excluding Germany), Iceland, Liechtenstein, Norway, Switzerland, and the UK with a valid VAT ID: The reverse charge mechanism applies (net price; VAT will not be charged). Please ensure your valid VAT ID is entered correctly during registration.
• For all customers with a billing address in Germany: 19% VAT applies.

Please submit your registration using our online form. Closer to the event, you will receive further login details to join the web session.

Your registration is binding. Cancellation is only possible up to 2 weeks before the first day of the event. If you cancel later, the full participation fee is due. You may appoint someone to take your place but must notify us in advance. EAA has the right to cancel the event if the minimum number of participants is not reached.

We will send you an invoice via email. Please allow a few days for handling. Please always give your invoice number when you effect payment. All bank charges are to be borne by the participant.

Registration is open until two working days before the web session. If registration has already been closed for this web session, please call us or send an email to contact@actuarial-academy.com in order to find out whether a late registration is still possible.