SPECIALISTS IN FINANCIAL MODELLING

Financial Modelling with Copilot

Tim Heng presenting at the Sydney hybrid meetupMost of the buzz around AI and financial modelling centres on Claude, but many organisations do not allow access to it. If your organisation runs on the Microsoft ecosystem, there’s a good chance Copilot is already sitting on your desktop, ready to go.

Watch this hybrid meetup to hear from Microsoft MVP and financial modeller, Tim Heng, who shows us how to put Copilot to work across the model build and review process, freeing up your time to focus on the parts of the job that actually need your judgement. Tim covers custom skills and rules sheets, how to build a financial modelling skill so Copilot follows your standards, using Copilot to explain complex formulas, how it compares with Claude, and why prompt injection is something every modeller should know about.

(more…)

Modelling Uncertainty: Scenarios, Sensitivities and Monte Carlo in Excel

Virtual Meetup guest speaker Melissa WhippWhen there’s little or no history to lean on, forecasting stops being a lookup exercise and becomes an argument about the future. In this virtual meetup, Melissa Whipp of Naked Finance shows how to build a simple Monte Carlo simulation in plain Excel, with no add-ins, no macros and no black box. Building from first principles, she starts with actual data history, works out how often each value occurs, then uses RAND() to draw from that pattern thousands of times. (more…)

Excel Tricks for Charts and Dashboards to make you say WOW

Virtual Meetup guest speaker Karen AbeciaIn 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…)

More Practical Applications of AI in Financial Modelling and Analysis

AI-generated portrait with glowing circuit lines

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.

(more…)

Demystifying Debt Optimisation in Project Finance

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.

(more…)

I didn’t know Excel could do THAT

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…)

Beyond the Basics: Power Query Tricks for Modellers

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…)

Review your model: self-checking tips and tricks

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…)

Using climate-related models for decision-making

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:
(more…)