SPECIALISTS IN FINANCIAL MODELLING

Meetup

Since the COVID-19 lockdown, 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, where available, will be sent to all those who register in advance.

2020 Upcoming Dates

Wed 28th Oct VIRTUAL MEETUP: “Equity Crowdfunding in the Financial Modelling Tech Space”
Kenny Whitelaw-Jones Register for free here


Mon 2nd Nov, SUPPORT CLINIC: Available to Plum Alumni only Find out more


Wed 4th Nov WEBINAR: “Introduction to Budgeting & Forecasting in Excel”
Danielle Stein Fairhurst  Register for free here


Mon 16th Nov VIRTUAL MEETUP: “Programming and Problem Solving in Excel – an example in two parts”
Dan Mayoh & Diarmuid Early  Register for free here


Wed 25th Nov VIRTUAL CPA DISCUSSION GROUP: “Forecasting Techniques in Excel”
Rahim Zulfiqar Ali Register for free here


Tues 1st Dec VIRTUAL DEBATE: “Power Query versus Excel Formulas”
David Benaim & Alan Murray Register for free here


2020 Recordings

  • 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

Register to find a Meetup in YOUR area

It’s always nice to network face-to-face as well, and as a spin-off from this group, we are planning regular meetups for this group in key locations this year.  You may also be eligible to claim Continuing Professional Development (CPD) points for attending these sessions.

Our Financial Modelling in Excel LinkedIn Group is now over 45,000 members!  Founded and moderated by Plum Solutions since 2009, the group contains hundreds of relevant and informative posts and discussions by financial modellers all over the world.  Other meetup groups around the world you can check out:

2020 Upcoming Dates in Australia


  • October 28, 2020
    8:00 pm - 9:00 pm

A few months ago Kenny Whitelaw-Jones showed our virtual meetup group how it’s becoming easier to build complex models in record time using modular model build tool Openbox, a new structured financial modelling environment that sits on top of Excel. Since then, 150 beta users have taken the software through three rounds of private beta. (more…)


  • November 4, 2020
    5:00 pm - 6:00 pm

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. Hear from Excel (more…)


  • December 1, 2020
    8:00 pm - 9:00 pm

Power Query is a fantastic automation tool for extracting, collating and cleaning data to use in our excel models. But is it really the essential tool Microsoft would have us believe? Sometimes it’s quicker and easier, not to mention simpler for other to follow to use standard Excel formulas. Join us for this special event (more…)

Past Dates & Topics
2019 Dates

The meetups vary from location to location in terms of size, cost (if any) and venue. Please click on the links above for more information and to RSVP to the Meetup.  Even if you are unable to make that date, then still join the group and you’ll be advised of upcoming meetups in your area.  If you can’t make any of these dates, or there is a not a meetup scheduled in your area, then please register your interest below so that we can let you know of other dates and locations.  If we receive enough interest in starting a meetup group, dates will be confirmed and a venue advised.

Can’t see your area listed above? Positions are open for organisers in other areas, so if you are interested in hosting or organising a meetup near you, then please let us know and we’d love to help you organise and promote it.

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

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