SPECIALISTS IN FINANCIAL MODELLING

Meetup

Since the COVID-19 outbreak, all meetups are being held online.  Register below to attend these virtual sessions. In most cases these webinar-style meetups are free to attend and open to all, regardless of location. The recordings and accompanying resources, where available, will be sent to all those who register in advance.

2021 Upcoming Dates

*NEW* 2nd Aug WOMEN IN FINANCIAL MODELLING: “Actuarial Modelling”
Mary Pat Campbell Register for free here 

4th Aug, SUPPORT CLINIC: Available to Plum Alumni only Find out more

11th Aug VIRTUAL MEETUP: “Cash Flow Liquidity Planning and Forecasting in Excel”
Gary Knott & Romina Badecke  Register for free here 

18th Aug SYDNEY EXCEL USER GROUP: “Dynamic Arrays and Financial Modelling”
Danielle Stein Fairhurst Register for free here

1st Sept VIRTUAL MEETUP: “Harnessing your Inner Financial Modeller”
Jessica D’Souza  Register for free here 

14th Sept VIRTUAL MEETUP: “Pushing to Mobile with Low-Code and No-Code Financial Modelling tools”
Lance Rubin  Register for free here 

 29th Sept VIRTUAL MEETUP: “Becoming a Killer Analyst: Data Critical Thinking Skills for Financial Modelers” Jordan Goldmeier and Alex Gutman  Register for free here 

*NEW* 11th Oct WOMEN IN FINANCIAL MODELLING: “Transitioning from Accountant to FP&A Professional”
Ellen Lim Register for free here 

*NEW* 13th Oct BRISBANE CPA FINANCIAL MODELLING DISCUSSION GROUP: “Financial Modeling World Cup Case Study Walkthrough” John Lim Registration Link TBA

27th Oct VIRTUAL MEETUP: “I didn’t know Excel could do that EITHER”
Bob Umlas Register for free here

2021 Recordings

  • 14th Jul VIRTUAL MEETUP: “Advancing into Analytics; from Excel to Python and R”
    George Mount Watch the recording here
  • 23rd Jun VIRTUAL MEETUP: “I didn’t know Excel could do THAT”
    Bob Umlas Watch the recording here
  • 2nd Jun VIRTUAL MEETUP: “To Err is Human but to ISERR is Never OK!”
    Andrew Berg Watch the recording here
  • 19th May LIVE WORKSHOP: “Introduction to Dashboard Reporting in Modern Excel”
    Danielle Stein Fairhurst Watch the recording here
  • 12th May VIRTUAL MEETUP: “Excel Dynamic Arrays in Financial models; Possibilities and Pitfalls”
    David Taylor Watch the recording here
  • 21st April VIRTUAL MEETUP: “One size fits all? How to build a model fit for purpose”
    Rickard Wärnelid Watch the recording here
  • 14th Apr LIVE WORKSHOP: “Introduction to Budgeting and Forecasting in Excel”
    Danielle Stein Fairhurst Watch the recording here
  • 31st Mar VIRTUAL MEETUP: “The route to FP&A excellence with the Maturity Model”  Larysa Melnychuk, Hans Gobin and David West Watch the recording here
  • 17th Mar VIRTUAL MEETUP: “Building a cash flow waterfall in a project finance model” Hedieh Kianyfard Watch the recording here
  • 10th Mar WEBINAR: “FMI Level 2 Chartered Financial Modeler Exam Prep Session” Andrew Grigolyunovich
    Watch the recording here
  • 3rd Mar WEBINAR: “FMI Level 1 Advanced Financial Modeler Exam Prep Session”
    FMI + Panel Watch the recording here
  • 17th Feb VIRTUAL MEETUP: “Score my Model out of 10: a Guide to Model Risk Scoring” Ian Bennett & Martin Koning Watch the recording here
  • 10th Feb VIRTUAL MEETUP: “A Valuation Practitioner’s Perspective on Best Practice Financial Modelling” Ruby Liu Watch the recording here
  • 27th Jan VIRTUAL MEETUP: “Fun & Games with Excel Range Names”
    Neale Blackwood Watch the recording here
  •  21st Jan WEBINAR: “Financial Modelling Standards – where are we & what’s next?”
    Rickard Wärnelid (Mazars), Andrew Berkley (FAST Standard Organisation), David Lyford-Smith (ICAEW)
    Watch the recording here
  • 20th Jan VIRTUAL WORKSHOP: “How Data Storytelling can help introverts communicate financial results”
    Alan Cameron-Sweeney Watch the recording here

2020 Recordings

  • Wed 16th Dec VIRTUAL MEETUP: “Efficiency and Gamification in Financial Modelling”
    Tatiana Ufimtceva Watch the recording here
  • Wed 9th Dec VIRTUAL MEETUP: “Financial Modeling World Cup – Case Study Walkthrough”
    Jason Webber Watch the recording here
  • Mon 7th Dec VIRTUAL MEETUP: “Programming and Problem Solving in Excel – an example in two parts”
    Dan Mayoh & Diarmuid Early  Watch the recording here
  • Tues 1st Dec “Power Query versus Excel Formulas”
    VIRTUAL DEBATE: David Benaim & Alan Murray Watch the recording here
  • Wed 18th Nov “Building the Financial Model Dashboard” with Bayfield Training
    PARTNER WEBINAR: Danielle Stein Fairhurst Watch the recording here
  • Wed 4th Nov “Introduction to Budgeting & Forecasting in Excel”
    WEBINAR: Danielle Stein Fairhurst  Watch the recording here
  • Wed 28th Oct “Equity Crowdfunding in the Financial Modelling Tech Space”
    VIRTUAL MEETUP:  Kenny Whitelaw-Jones Watch the recording here
  • Tues 20th Oct “Building a PowerBI visualisation for a 3-way Financial Model ”
    VIRTUAL MEETUP: Lance Rubin Watch the recording here
  • Tues 13th Oct “Introduction to Dashboard Reporting in Modern Excel”
    WEBINAR: Danielle Stein Fairhurst Watch the recording here
  • Mon 12th Oct  “Is software going to take the jobs of modellers, and is it still relevant to learn Excel?”
    VIRTUAL DEBATE: Myles Arnott, Kenny Whitelaw Jones and Lance Rubin Watch the recording here
  • Tues 29th Sept “Building a KPI-based HR Dashboard in Excel”
    VIRTUAL MEETUP: Md. Mehanazuddin Rupom Watch the recording here
  • Tues 22nd Sept “What to look for when reviewing a Project Finance Model”
    VIRTUAL MEETUP:  Hedieh Kianyfard, Watch the recording here
  • Tues 14th Sept  “Financial Modeling World Cup Exhibition Round”
    VIRTUAL COMPETITION: Andrew Grigolyunovich, Watch the recording here
  • Wed 9th Sept  “FMI Advanced Financial Modeller Exam Prep Session”
    VIRTUAL MEETUP + PANEL: Hosted by Eloise Goodwin from FMI, prep session by Danielle Stein Fairhurst, and panelists Andrew Grigolyunovich, Helen Hingley, Ellen Lim and Julian Cupillari,  Watch the recording here
  • Wed 2nd Sept “Financial Modeling Podcast LIVE: The Power of Community”
    LIVE PODCAST: Matthew Bernath, Tea Kuseva and Jordan Goldmeier Watch the recording here
  • Wed 26th Aug  “Numbers Versus Message” Which aspect should you focus on when presenting financial information?
    VIRTUAL DEBATE: Lance Rubin and Kat Greenbrook, Watch the recording here
  • Wed 19th Aug,  “How to Create a Pitch Deck for Investors/Clients (supported by a financial model)”
    VIRTUAL MEETUP: Tim Vipond, Watch the recording here
  • Wed 5th Aug,  “An Introduction to Forecasting Real Estate Income in Excel”
    VIRTUAL MEETUP: Natalie Bayfield, Watch the recording here
  • Wed 22nd Jul,  “Dynamic Scenario Manager Powered by a Data Table” (Financial Modelling Innovation Awards Category winner)
    VIRTUAL MEETUP: Thomas Paul, Watch the recording here
  • Wed 15th Jul, “Predictive Analytics In Microsoft Excel (Forecasting & Regression)”
    VIRTUAL MEETUP: Rahim Zulfiqar Ali, Watch the recording here
  • Wed 1st Jul, “Career Strategies for getting the best financial modelling and analyst roles”
    VIRTUAL MEETUP: Dick Lam Watch the recording here
  • Tues 23rd Jun  “Speed up your reporting processes with Advanced Filters and VBA”
    VIRTUAL MEETUP: Celia Alves Watch the recording here
  • Wed 27th May “Supercharge your Excel and make your financial model run like a race car”
    VIRTUAL MEETUP: Jonathon Power Watch the recording here
  • Wed 20th May “Stepping into the Future of Excel”
    VIRTUAL MEETUP: Oz Du Soleil Watch the recording here
  • Wed 20th May “Introduction to Dashboard Reporting in Modern Excel”
    VIRTUAL MEETUP: Danielle Stein Fairhurst Watch the recording here
  • Wed 13th May “Can we build a financial model in 20 minutes?”
    VIRTUAL MEETUP: Kenny Whitelaw-Jones Watch the recording here
  • Wed, 6th May  “Excel Dashboards: Tracking a Crisis”
    VIRTUAL DISCUSSION GROUP: Marcus Small Watch the recording here
  • Wed, 29th Apr “Excel vs Google Sheets for Remote Working Features”,
    VIRTUAL MEETUP: David Benaim Watch the recording here
  • Wed, 22nd Apr  “How to build a P&L with Power BI”,
    VIRTUAL MEETUP: Matt Allington Watch the recording here
  • Wed, 15th Apr “The Three most useful Functions in Excel”
    VIRTUAL MEETUP: Alan Murray Watch the recording here
  • Tues 7th Apr “Webinar with Chandoo: Getting started with Dynamic Array functions in Excel”
    SPECIAL EVENT WEBINAR: Watch the recording here
  • Melbourne, Wed 1 Apr “How to create more value with your Financial Models” Rhondalynn Korolak
    VIRTUAL MEETUP: Watch the recording here
  • Sydney, Mon 30th Mar “Building a Financial Model with New Dynamic Array Functions” Jeff Robson
    VIRTUAL MEETUP: Watch the recording here
  • Fri 27th Mar “Modelling for COVID-19 Uncertainty” Lance Rubin
    SPECIAL EVENT WEBINAR: Watch the recording here
  • Brisbane, Wed 25 Mar “Modelling with Power Query” Gilbert Quevauvilliers
    VIRTUAL MEETUP: Watch the recording here
  • Sydney, Wed 11 Mar “Calculator to Leader: Making the move to Finance Business Partner” Andrew Jepson Watch the video here

Past Dates & Topics
2019 Dates

Click here for 2018, 2017 and 2016 past Meetup Presentations and Topics.

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