SPECIALISTS IN FINANCIAL MODELLING

Virtual Meetup: Pushing to Mobile with Low-Code and No-Code Financial Modelling tools

Pushing to Mobile with Low-Code and No-Code Financial Modelling toolsThe pace of technical innovation for financial modellers is accelerating. Although Microsoft Excel remains the best tool for deals modelling, recent innovations are augmenting, enhancing and going beyond the ordinary Excel spreadsheet.

The 2021 Global Financial Modelling survey highlighted the wider adoption of tools like PowerBI and Tableau, but equally exciting is the development of low-code and no-code tools for the purpose of building financial models. (more…)

Virtual Meetup: Harnessing Your Inner Financial Modeller

Harnessing Your Inner Financial ModellerDo you use Excel to prepare financial projections? Ever wish your forecasts had greater impact on business decisions in your organisation? You can take charge of these spreadsheets and offer your clients and colleagues a clearer, more accurate and insightful business tool. (more…)

Virtual Meetup: Cash Flow Liquidity Planning and Forecasting in Excel

The COVID-19 crisis has made it even more obvious that companies that fail to plan and monitor their cash flow liquidity are planning to fail! Insightful, responsive and dynamic liquidity planning is a must-have for a robust business. Off-the-shelf software can be time-consuming and expensive to implement and does not always provide the necessary flexibility required for dynamic and transparent cash flow planning.

The solution is an Excel-based tool. (more…)

Virtual Meetup: Advancing into Analytics; from Excel to Python and R

Data analytics may seem daunting, but if you’re familiar with Excel, you have a head start that can help you make the leap into analytics.

Hear from author George Mount, founder and CEO of Stringfest Analytics give us an introduction to his new book, “Advancing into Analytics; from Excel to Python and R”. (more…)

Virtual Meetup: I didn’t know Excel could do THAT

Hear from Excel legend Bob Umlas took 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 years after that and is still the longest-running MVP.

He has written numerous books, and hosted & presented at many conferences, and been a beta-tester for Excel for production.His latest book, “Cool Excel Sh*t” is now available from Holy Macro books. (more…)

Virtual Meetup: One size fits all? How to build a model fit for purpose

Financial models often follow a similar format, but their design, build, layout, drivers and assumptions will be entirely different depending the sector or function for which they will be used. For example, a modeller working in Mergers & Acquisitions will build a model quite differently to a FP&A professional, and a Project Finance Business Case will look very different to Tech startup model.

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Intro to Budgeting & Forecasting in Excel (Interactive Workshop)

Intro to Budgeting & Forecasting in Excel (Interactive Workshop)When embarking upon the budget process for your organisation this year, practical Microsoft Excel tools and strong financial modelling skills will be critical for managing the budget process. Historically, the budget process involves pulling out the financials and rolling them forward, but last year’s actuals can no longer be an automatic target.

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