Our Financial Modelling in Excel LinkedIn Group was founded and moderated by Plum Solutions since 2009, the group contains hundreds of relevant and informative posts and discussions by financial modellers all over the world. 
You may also be eligible to claim Continuing Professional Development (CPD) points for attending these sessions.
Click here to view a list of our current Meetups.
Past Dates & Topics
2024 Recordings
- 27th November 2024: VIRTUAL MEETUP: Dealing with Circularity in Financial Modelling
Carolina Lago Watch the recording - 30th October 2024: VIRTUAL MEETUP: Automating Month-End Processes with Power Query and Dynamic Arrays Renier Wessels Watch the recording
- 15th October 2024: HYBRID MEETUP: Best Practices for Building a DCF Valuation Model
Ruby Liu Watch the recording - 6th October 2024: VIRTUAL MEETUP: RIP PivotTables? Analysing data with GROUPBY and PIVOTBY in Excel 365 Deb Ashby Watch the recording
- 18th September 2024: VIRTUAL MEETUP: Budget Modelling with DAX in Power BI
Marco Russo Watch the recording - 11th September 2024: VIRTUAL MEETUP: Twenty Principles for Good Spreadsheet Practice
Angela Collins Watch the recording - 12th July 2024: VIRTUAL MEETUP: Managing Spreadsheet Risk in Financial Models
Mary Pat Campbell Watch the recording - 21st June 2024: VIRTUAL MEETUP: Interactive Excel Charts Live workshop
Carlos Barboza Watch the recording - 14th June 2024: VIRTUAL MEETUP: Linking three financial statements and how to balance the balance sheet every time Carolina Lago Watch the recording
- 27th May 2024: VIRTUAL MEETUP: Accelerating your budgeting and forecasting process with the Power Platform Toolkit, Lance Rubin Watch the recording
- 1st May 2024: VIRTUAL MEETUP: Copilot in Excel
David Fortin Watch the recording - 19th April 2024: VIRTUAL MEETUP: Static Charts vs. Interactive Dynamic Charts in Excel
Carlo Barboza Watch the recording - 20th March 2024: HYBRID MEETUP: How Financial Modelling skills can help you on the CFO path
Lance Rubin Watch the recording - 27th February: VIRTUAL MEETUP: Creating Powerful Excel Reports with Power BI Data
Paul Martin Watch the recording
2023 Recordings
- 10th November: VIRTUAL MEETUP: Vancouver Power BI & Modern Excel User Group: Reducing Errors in Excel Financial Models Watch the recording
- 6th November: HYBRID MEETUP: Mastering Excel: a Roadmap for the Average Modeller
Giles Male Watch the recording - 11th October: VIRTUAL MEETUP: Scalable Modelling; using MS Fabric to dislodge OLAP cubes (Future of Financial Modelling Part 3) Jeff Robson, Lance Rubin and Craig Hatmaker Watch the recording
- 27th July VIRTUAL MEETUP: Leveraging Excel Innovations of the Microsoft Stack (Future of Financial Modelling Part 2) Jeff Robson, Lance Rubin and Craig Hatmaker Watch the recording
- 14th June VIRTUAL MEETUP: Future of Financial Modelling with ChatGPT – or not? (Part 1)
Jeff Robson, Lance Rubin and Craig Hatmaker Watch the recording - 10th May HYBRID MEETUP: “Predictive Modelling with Monte Carlo Simulations in Excel”
David Brown Watch the recording
2022 Recordings
- 22nd November VIRTUAL MEETUP: “Developing Models to Prevent User Error”
Gary Knott Watch the recording - 2nd November HYBRID MEETUP: “Excel Model Review Tools you need to know”
Joshua Grimm Watch the recording - 19th October VIRTUAL MEETUP: “Excel for Microsoft 365 Game Changers”
Mike Thomas Watch the recording - 29th September VIRTUAL MEETUP: “Full 3-way Financial Modelling using Dynamic Arrays”
Jeff Robson Watch the recording - 21st September VIRTUAL MEETUP: “Advanced Excel Skills and other Misnomers”
Adrian Miric Watch the recording - 30th August VIRTUAL MEETUP: “Virtual Debate: Fractional, Virtual or Outsourced CFO Panel discussion”
Lance Rubin, Rob Brint, Lielette Calleja and Michael King Watch the recording - 24th August HYBRID MEETUP: “Problem-solving with Financial Models”
Tim Heng Watch the recording - 17th August VIRTUAL MEETUP: “Jazz up your models with Excel formatting techniques”
Traci Williams Watch the recording - 8th Jun VIRTUAL MEETUP: “Key Data Structures for Optimal Model Performance in Power BI”
Sue Bayes Watch the recording - 29th Apr VIRTUAL MEETUP: “The Power of Automation with Microsoft Power Automate”
Faraz Shaikh Watch the recording - 15th Mar VIRTUAL MEETUP: “Are Excel’s Power Technologies suitable for Financial Modelling?”
Ken Puls Watch the recording - 21st Feb VIRTUAL DEBATE: “Google Sheets vs. Excel”
David Benaim vs. Alan Murray Watch the recording - 2nd Feb VIRTUAL MEETUP: “Rolling Monthly Three Statement Forecasting”
Giles Male and Myles Arnott, Full Stack Modeller Watch the recording
2021 Recordings
- 1st Dec VIRTUAL MEETUP: “Excel Online: how useful is it for financial modelling?”
Mark Proctor, Watch the recording - 17th Nov VIRTUAL MEETUP: “Bend it… Don’t Break It! – Bulletproof Model Designs for Non-Excel People”
Szilvia Juhasz, Watch the recording - 27th Oct VIRTUAL MEETUP: “I didn’t know Excel could do that EITHER”
Bob Umlas Watch the recording - 29th Sept VIRTUAL MEETUP: “Becoming a Killer Analyst: Data Critical Thinking Skills for Financial Modelers” Jordan Goldmeier and Alex Gutman Watch the recording here
- 14th Sept VIRTUAL MEETUP: “Pushing to Mobile with Low-Code and No-Code Financial Modelling tools” Lance Rubin Watch the recording here
- 1st Sept VIRTUAL MEETUP: “Harnessing your Inner Financial Modeller”
Jessica D’Souza Watch the recording here - 11th Aug VIRTUAL MEETUP: “Cash Flow Liquidity Planning and Forecasting in Excel”
Gary Knott & Romina Badecke Watch the recording here - 14th Jul VIRTUAL MEETUP: “Advancing into Analytics; from Excel to Python and R”
George Mount Watch the recording here - 23rd Jun VIRTUAL MEETUP: “I didn’t know Excel could do THAT”
Bob Umlas Watch the recording here - 2nd Jun VIRTUAL MEETUP: “To Err is Human but to ISERR is Never OK!”
Andrew Berg Watch the recording here - 19th May LIVE WORKSHOP: “Introduction to Dashboard Reporting in Modern Excel”
Danielle Stein Fairhurst Watch the recording here - 12th May VIRTUAL MEETUP: “Excel Dynamic Arrays in Financial models; Possibilities and Pitfalls”
David Taylor Watch the recording here - 21st April VIRTUAL MEETUP: “One size fits all? How to build a model fit for purpose”
Rickard Wärnelid Watch the recording here - 14th Apr LIVE WORKSHOP: “Introduction to Budgeting and Forecasting in Excel”
Danielle Stein Fairhurst Watch the recording here - 31st Mar VIRTUAL MEETUP: “The route to FP&A excellence with the Maturity Model” Larysa Melnychuk, Hans Gobin and David West Watch the recording here
- 17th Mar VIRTUAL MEETUP: “Building a cash flow waterfall in a project finance model” Hedieh Kianyfard Watch the recording here
- 10th Mar WEBINAR: “FMI Level 2 Chartered Financial Modeler Exam Prep Session” Andrew Grigolyunovich
Watch the recording here - 3rd Mar WEBINAR: “FMI Level 1 Advanced Financial Modeler Exam Prep Session”
FMI + Panel Watch the recording here - 17th Feb VIRTUAL MEETUP: “Score my Model out of 10: a Guide to Model Risk Scoring” Ian Bennett & Martin Koning Watch the recording here
- 10th Feb VIRTUAL MEETUP: “A Valuation Practitioner’s Perspective on Best Practice Financial Modelling” Ruby Liu Watch the recording here
- 27th Jan VIRTUAL MEETUP: “Fun & Games with Excel Range Names”
Neale Blackwood Watch the recording here - 21st Jan WEBINAR: “Financial Modelling Standards – where are we & what’s next?”
Rickard Wärnelid (Mazars), Andrew Berkley (FAST Standard Organisation), David Lyford-Smith (ICAEW)
- 20th Jan VIRTUAL WORKSHOP: “How Data Storytelling can help introverts communicate financial results”
Alan Cameron-Sweeney Watch the recording here
2020 Recordings
- Wed 16th Dec VIRTUAL MEETUP: “Efficiency and Gamification in Financial Modelling”
Tatiana Ufimtceva Watch the recording here - Wed 9th Dec VIRTUAL MEETUP: “Financial Modeling World Cup – Case Study Walkthrough”
Jason Webber Watch the recording here - Mon 7th Dec VIRTUAL MEETUP: “Programming and Problem Solving in Excel – an example in two parts”
Dan Mayoh & Diarmuid Early Watch the recording here - Tues 1st Dec “Power Query versus Excel Formulas”
VIRTUAL DEBATE: David Benaim & Alan Murray Watch the recording here - Wed 18th Nov “Building the Financial Model Dashboard” with Bayfield Training
PARTNER WEBINAR: Danielle Stein Fairhurst Watch the recording here - Wed 4th Nov “Introduction to Budgeting & Forecasting in Excel”
WEBINAR: Danielle Stein Fairhurst Watch the recording here - Wed 28th Oct “Equity Crowdfunding in the Financial Modelling Tech Space”
VIRTUAL MEETUP: Kenny Whitelaw-Jones Watch the recording here - Tues 20th Oct “Building a PowerBI visualisation for a 3-way Financial Model ”
VIRTUAL MEETUP: Lance Rubin Watch the recording here - Tues 13th Oct “Introduction to Dashboard Reporting in Modern Excel”
WEBINAR: Danielle Stein Fairhurst Watch the recording here - Mon 12th Oct “Is software going to take the jobs of modellers, and is it still relevant to learn Excel?”
VIRTUAL DEBATE: Myles Arnott, Kenny Whitelaw Jones and Lance Rubin Watch the recording here - Tues 29th Sept “Building a KPI-based HR Dashboard in Excel”
VIRTUAL MEETUP: Md. Mehanazuddin Rupom Watch the recording here - Tues 22nd Sept “What to look for when reviewing a Project Finance Model”
VIRTUAL MEETUP: Hedieh Kianyfard, Watch the recording here - Tues 14th Sept “Financial Modeling World Cup Exhibition Round”
VIRTUAL COMPETITION: Andrew Grigolyunovich, Watch the recording here - Wed 9th Sept “FMI Advanced Financial Modeller Exam Prep Session”
VIRTUAL MEETUP + PANEL: Hosted by Eloise Goodwin from FMI, prep session by Danielle Stein Fairhurst, and panelists Andrew Grigolyunovich, Helen Hingley, Ellen Lim and Julian Cupillari, Watch the recording here - Wed 2nd Sept “Financial Modeling Podcast LIVE: The Power of Community”
LIVE PODCAST: Matthew Bernath, Tea Kuseva and Jordan Goldmeier Watch the recording here - Wed 26th Aug “Numbers Versus Message” Which aspect should you focus on when presenting financial information?
VIRTUAL DEBATE: Lance Rubin and Kat Greenbrook, Watch the recording here - Wed 19th Aug, “How to Create a Pitch Deck for Investors/Clients (supported by a financial model)”
VIRTUAL MEETUP: Tim Vipond, Watch the recording here - Wed 5th Aug, “An Introduction to Forecasting Real Estate Income in Excel”
VIRTUAL MEETUP: Natalie Bayfield, Watch the recording here - Wed 22nd Jul, “Dynamic Scenario Manager Powered by a Data Table” (Financial Modelling Innovation Awards Category winner)
VIRTUAL MEETUP: Thomas Paul, Watch the recording here - Wed 15th Jul, “Predictive Analytics In Microsoft Excel (Forecasting & Regression)”
VIRTUAL MEETUP: Rahim Zulfiqar Ali, Watch the recording here - Wed 1st Jul, “Career Strategies for getting the best financial modelling and analyst roles”
VIRTUAL MEETUP: Dick Lam Watch the recording here - Tues 23rd Jun “Speed up your reporting processes with Advanced Filters and VBA”
VIRTUAL MEETUP: Celia Alves Watch the recording here - Wed 27th May “Supercharge your Excel and make your financial model run like a race car”
VIRTUAL MEETUP: Jonathon Power Watch the recording here - Wed 20th May “Stepping into the Future of Excel”
VIRTUAL MEETUP: Oz Du Soleil Watch the recording here - Wed 20th May “Introduction to Dashboard Reporting in Modern Excel”
VIRTUAL MEETUP: Danielle Stein Fairhurst Watch the recording here - Wed 13th May “Can we build a financial model in 20 minutes?”
VIRTUAL MEETUP: Kenny Whitelaw-Jones Watch the recording here - Wed, 6th May “Excel Dashboards: Tracking a Crisis”
VIRTUAL DISCUSSION GROUP: Marcus Small Watch the recording here - Wed, 29th Apr “Excel vs Google Sheets for Remote Working Features”,
VIRTUAL MEETUP: David Benaim Watch the recording here - Wed, 22nd Apr “How to build a P&L with Power BI”,
VIRTUAL MEETUP: Matt Allington Watch the recording here - Wed, 15th Apr “The Three most useful Functions in Excel”
VIRTUAL MEETUP: Alan Murray Watch the recording here - Tues 7th Apr “Webinar with Chandoo: Getting started with Dynamic Array functions in Excel”
SPECIAL EVENT WEBINAR: Watch the recording here - Melbourne, Wed 1 Apr “How to create more value with your Financial Models” Rhondalynn Korolak
VIRTUAL MEETUP: Watch the recording here - Sydney, Mon 30th Mar “Building a Financial Model with New Dynamic Array Functions” Jeff Robson
VIRTUAL MEETUP: Watch the recording here - Fri 27th Mar “Modelling for COVID-19 Uncertainty” Lance Rubin
SPECIAL EVENT WEBINAR: Watch the recording here - Brisbane, Wed 25 Mar “Modelling with Power Query” Gilbert Quevauvilliers
VIRTUAL MEETUP: Watch the recording here - Sydney, Wed 11 Mar “Calculator to Leader: Making the move to Finance Business Partner” Andrew Jepson Watch the video here
