Managing dependencies and circular references within Excel can be daunting especially in large financial models. As models grow in size and complexity, the chain of relationships between cells can become increasingly intricate and difficult to follow, making it hard to identify how assumptions and inputs changes might affect (more…)
Artificial Intelligence is here, and financial modellers are under increasing pressure from Boards, banks and management to understand where AI can be applied and how it can deliver real business value. Hear from financial modeller Jeff Robson as he cuts through the hype and focuses on the practical implications of (more…)
Finance professionals are often tasked with processing large, complex datasets and extracting meaningful insights under tight deadlines. Traditional methods of data analysis can be slow and resource-intensive, hindering decision-making and operational efficiency. This session dives deep into best practices for prompt engineering, selecting the right large language model for specific use cases, and understanding retrieval-augmented generation (RAG) techniques. Wendy demonstrates live (more…)
Competitive Excel as an Esport is gaining popularity for its display of incredible skills of contestants who can manipulate data and perform complex calculations at lightning speed. The recent Microsoft Excel World Championship finals in Las Vegas were a thrilling showcase of talent and technical prowess. Top competitor Lianna Gerrish joined us in person during her trip to Sydney to discuss the competitor experience and take us (more…)
Learn how to compile a budget vs actuals report that will be both insightful and visually appealing. The Budget vs Actuals report is one of the most valuable reports you can produce as it helps you bridge the gap between expectations with actual outcomes. Join us to hear from Fractional CFO, Josh Aharonoff as we learn how to (more…)
This session explores how to transform an Excel-based credit rating model for local government authorities into an interactive and scalable report using Power BI and Microsoft Fabric. Participants learn techniques to modernise complex financial models and leverage the advanced capabilities of Power BI for (more…)
One of the most controversial topics amongst financial modellers is the use of circularity to build the financial statements in a model. Watch to hear from financial modelling specialist Carolina Lago as we dive into this often-debated topic. You’ll learn why many modellers avoid circularity at all costs—and why (more…)
Are you using the latest features of Modern Excel to their full advantage? Save time and speed up month end processes by streamlining the process and automating workflows. Watch for the latest in our virtual meetup series for financial modellers and hear from South African Financial Modeling World Cup Founder, Renier Wessels. Together, we’ll explore how to best leverage some of the latest features of Excel to harness the full potential of Power Query and Dynamic (more…)
