Resources & Community
A practical library of Excel tools, AI guides, and links for finance and equity compensation professionals.
NASPP Learning Lab 2025
Live results from Practical AI + Excel Tips for Equity Admins & Accountants, presented live by Amanda Parsons, Michael Sanders, & Jill Okamura at NASPP 2025 in Las Vegas on October 24, 2025.Free to download — no signup required.
View NASPP Slide DeckHack Roulette
Cleanup Crew
“Standardize this payroll export so it matches my grant file: align Employee ID and Grant ID, format dates and numbers for accounting use.”
Formula Forensics
“Explain why this VLOOKUP is returning #REF! and rewrite it using XLOOKUP.”
=VLOOKUP(A2,Sheet2!A:D,5,FALSE)Prompt only — no files needed
Forecast Fixer
“Summarize stock comp expense by year for the next 4 years in a board-ready table or chart.”
✅ Built live at NASPP 2025 by Claudette— multi-tab Excel with formulas, charts, and projections (yes, the room cheered).
Pick Your Play
Jackpot Export
Vibe-code a Chrome extension to grab data and export in Excel.
Extension coming soon - working extension vibe-coded by AP and Cursor AI in 8 minutes after the NASPP session
High-Roller Macro
Write a one-click Excel macro together.
Wild Card Hacks
Audience-suggested Excel challenges, solved live with AI.
Not selected this time - ya'll really love your macros!
Excel + AI Tools
Master Excel with AI assistance and discover tools that make your finance work more efficient.Includes free and free-trial tools built for equity professionals.
Meet Anon-Izzie — Excel/CSV Privacy Shield
Free Chrome extension that scrubs sensitive HR, payroll, and equity comp data. 100% local, no uploads. Protect PII before sharing or feeding to AI.
Meet Izzie
AI Q&A built for equity comp and payroll. Explore how Izzie helps with tax rates, Excel checks, and compliance — free to try.
Meet Claudette
AI-powered agent for Excel/CSV. Upload, compare, and clean finance data. Built for equity and payroll workflows.
ExcelJet Formula Guide
XLOOKUP, PivotTables, Conditional Formatting
Get Started with Copilot for Excel
Natural language queries, automated analysis
ChatGPT Agent
Generate formulas, automate tasks – review Safety & Privacy section before use!
Best Practices & Community
Learn and connect with peers in the finance and equity compensation community.
National Association of Stock Plan Professionals (NASPP)
THE go-to community for equity comp pros. It’s where admins, HR, payroll, finance, and legal folks trade war stories, stay on top of regs, and get training. If you touch stock plans, this is your people.
Santa Clara University - Certified Equity Professional Institute
The only program that hands out the CEP credential (aka the CPA of equity comp). Their courses and exams set the knowledge standard for the industry. If you want to level up or prove your chops, CEPI is where you start.
Reddit r/excel
Excel community and troubleshooting help