In this virtual meetup, Brazilian Excel dashboard specialist Karen Abecia of Talent to Training shares her favourite Excel tricks for creating charts and dashboards that make people say WOW. Karen shows how thoughtful use of colour, layout and a few clever charting techniques (more…)
Back by popular demand — investor and corporate finance specialist Matthew Costello returns to show how far AI-assisted financial modelling has moved in just six months.
Matt walks through his current AI setup and workflow, including how he structures “agent” systems (his own agent, “Giorg5,” delegates to sub-agents for research, admin, and building) rather than relying on one-off prompts. He demonstrates two real, live financial models built this way — a project finance/carbon sequestration model and a three-statement model for a beverage startup raising capital — each complete with an audit trail, source documentation, and an AI-generated “teach me” walkthrough explaining how the model works.
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One of the defining features of a project finance model is the debt optimisation functionality. Unlike corporate debt, where lenders can rely on a track record of earnings from ongoing operations, project finance is often used to fund the construction of large scale infrastructure projects in highly leveraged special purpose vehicles (SPVs). There are no historical results to base forecasts on and the debt size is based entirely on the cash flows projected by the model.
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Join us to hear from Excel legend Bob Umlas as he takes us through some of his best Excel tips and tricks. Prepare to be amazed! Bob received the first ever Microsoft Excel MVP award back in 1993, continued to receive it for 25 (more…)
In this virtual meetup we explore how LAMBDA functions can be used effectively in financial modelling. Financial Modeller, Sean Mooney shares examples from his own work, including some of the more advanced and creative ways (more…)
By popular demand, we’re hearing from Excel and PowerBI YouTuber, Chandeep Chhabra. If you need to get data to build your models, Power Query has become an essential tool, but most modellers barely scratch the surface. Chandeep will be (more…)
Building models in Excel is notoriously prone to error and the one of the best ways of dealing with this is to check your own model as you build, and find any errors before someone else does! Watch to hear from financial modeller and Partner at Forvis Mazars, Ben Kwan to take a hands-on look at how to check your own model. He will demonstrate a number of techniques to help a modeller effectively self-review their own financial model in order to minimise errors. We cover: (more…)
As climate-related disclosures become mandatory, organisations are being asked to demonstrate how climate considerations are embedded not only in strategy, risk management, and financial decision-making, but also within governance structures. Watch our hybrid meetup to hear from sustainability specialist, Miranda Siu to take a hands-on look at how organisations build and connect climate-related models to support real decision-making. We cover:
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Join us to hear from investor, advisor and corporate finance specialist Matthew Costello as we explore the practical applications of AI in financial modelling and analysis, including real-world use cases of applying AI tools to streamline model building, enhance analysis, and automate data extraction. He (more…)
When you take over someone else’s Excel file, there’s a real risk that you could be inheriting their mistakes as well! So before using the file, or relying on its calculations, it’s a good idea to check it thoroughly for errors. Overlooking even simple mistakes can lead to significant issues later on! Join us to hear from Excel specialist, (more…)
