SPECIALISTS IN FINANCIAL MODELLING
  • September 17, 2019
    6:00 pm - 8:00 pm

This meetup will entail an indepth discussion and practical demo on the following key questions and topics relating to the often confused topic of Financial Modelling and Advanced Analytics.

After talking to many finance professionals and FP&A experts the level of understanding of the distinction between the two is still very low. From the principals to the technology and the skills are in many cases very different.

The discussion will cover the following:
1. Simple explanation of the similarities and differences of FM and AA
2. What is visual influence and how is it related to both?
3. What is modelling visualisation vs data visualisation?
4. How to converge a 3-way Excel model into PowerBI
5. How to integrate monte carlo simulation into PowerBI
6. A closer look at the embedded AI within PowerBI and the descriptive, diagnostic and predictive capabilities
7. Why its still important to use and understand both and how might one go about upskilling in this space.

• About your speaker
Hear from financial modelling expert, Lance Rubin, who continues to play with cutting edge technologies and was able to disrupted 75% of his own role as the previous CFO of a fintech start-up, Banjo, by using some of this technology.

Lance Rubin is the CEO of Model Citizn, a Melbourne-based financial modelling consulting firm that specialises in building models across a range of sectors including social benefit bonds, infrastructure and property and financial services for companies and investment trusts. Lance whilst remaining as the CFO of Banjo is also a contractor to the KPMG modelling team and has over 20 years in financial services. Connect with Lance here: https://www.linkedin.com/in/cashflowmodeling/

• About your Host
Danielle Stein Fairhurst is a financial modelling specialist and the author of three books on financial modelling. Danielle has regular engagements around Australia and globally as a speaker, course facilitator, financial modelling consultant and analyst, was a guest on Excel TV and has been interviewed for several industry podcasts. Connect with Danielle here: https://www.linkedin.com/in/daniellesteinfairhurst/

• What to bring
A laptop is not required for this session

• Meetup Format
We start the sessions with around 30 minutes of networking, a 45 minute presentation followed by 15 minutes of questions and discussion and conclude by 7.30 or 8pm.
This is a networking discussion group so be sure to find someone to chat to before the session begins. If you’re new and not sure what to say, just ask someone what their favourite Excel function is and you’ll fit right in!

 

Venue:  

Address:
Australia