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 15th Jul, VIRTUAL MEETUP+ F2F*: “Predictive Analytics In Microsoft Excel (Forecasting & Regression)”
Rahim Zulfiqar Ali, Register here


Tues 21st Jul, SUPPORT CLINIC: Available to Plum Alumni only
Find out more


Wed 22nd Jul, VIRTUAL MEETUP + F2F*: “Dynamic Scenario Manager Powered by a Data Table” (Financial Modelling Innovation Awards Category winner)
Thomas Paul, Register here


Tues 11th Aug, SUPPORT CLINIC: Available to Plum Alumni only
Find out more


Wed 19th Aug, VIRTUAL MEETUP: “How to Create a Pitch Deck for Investors/Clients (supported by a financial model)”
Tim Vipond, Register here


Wed 12th Aug VIRTUAL DISCUSSION GROUP: “Harnessing Your Inner Financial Modeller”
Jessica D’Souza, Register here (This session is hosted by CPA Brisbane and registrations will close at 12pm Brisbane time on the day of the event)


Wed 26th Aug VIRTUAL DEBATE:  “Numbers Versus Message” Which aspect should you focus on when presenting financial information; Numbers, or Message?
Lance Rubin and Kat Greenbrook, Register here


Sydney, Wed 9th Sept “FMI Advanced Financial Modeller Exam Prep Session” Danielle Stein Fairhurst


*For F2F events, watch out for your private zoom link at the end of the main session to join the face-to-face afterparty to Q&A, debrief, discuss, and party!

2020 Recordings

  • Wed 1st Jul, “Career Strategies for getting the best financial modelling and analyst roles”
    VIRTUAL MEETUP+ F2F: Dick Lam Watch the recording here
  • Tues 23rd Jun  “Speed up your reporting processes with Advanced Filters and VBA”
    VIRTUAL MEETUP + F2F: Celia Alves Watch the recording here
  • Wed 27th May “Supercharge your Excel and make your financial model run like a race car”
    VIRTUAL MEETUP + F2F: Jonathon Power Watch the recording here
  • Wed 20th May “Stepping into the Future of Excel”
    VIRTUAL MEETUP + F2F: 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 “Introduction to Dashboard Reporting in Modern Excel”
    VIRTUAL MEETUP + F2F: 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


  • July 15, 2020
    5:00 pm - 8:00 pm

Analytics drives business in an efficient way and predictive analytics uses historical data to predict future events. Business users are using Predictive Analytics to know what it will happen, when will it happen, why will it happen in the business through historical data. Join us to hear from Excel specialist Rahim Zulfiqar Ali, we will (more…)


  • July 22, 2020
    5:00 pm - 6:00 pm

At the inaugural Financial Modelling Innovation Awards announced at the recent Financial Modelling Virtual Summit, the winner of the “Analysis Accelerators” category was an Excel model using data tables to perform dynamic scenario analysis. Join us to hear from the creator of this winning entry, financial modeller Thomas Paul as he explains how this simple (more…)


  • August 26, 2020
    12:30 pm - 1:30 pm

As financial modellers, we know that getting the numbers right is critical, and being able to build an accurate and reliable model is the cornerstone of any good financial modeller’s skillset. But what about the message shown by the numbers and the stories they have to tell us? Getting the message across to stakeholders and (more…)


  • September 9, 2020
    6:00 pm - 8:00 pm

Please register here to attend. If you are planning to sit for the next FMI Level 1 Financial Modelling certification exam coming up on 2nd May, you have probably already started with your preparation for this rigorous qualification! If you are wondering what to expect on the day, or want to know more about what’s (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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