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.

 

Upcoming Events

DateTopicEvent TypeRegister Here
27th February 2024CREATING POWERFUL EXCEL REPORTS WITH POWER BI DATAVirtual MeetupRegister here
7th March 2024COPILOT IN EXCELWomen in Financial ModellingRegister here
8th-11th March 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 2 Competition Register here
18th March 2024SUPPORT CLINICPlum Alumni onlyRegister here
19th March 2024HOW FINANCIAL MODELLING SKILLS CAN HELP YOU ON THE CFO PATHHybrid MeetupRegister here
Online | In-Person
19th April 2024MANAGING SPREADSHEET RISK IN FINANCIAL MODELS WITH MARY PAT CAMPBELLWomen in Financial ModellingRegister here
19th-22nd April 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 3 CompetitionRegister here
7th-10th June 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 4 CompetitionRegister here
19th-22nd July 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 5 CompetitionRegister here
6th-9th September 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 6 CompetitionRegister here
18th-21st October 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 7 CompetitionRegister here
15th-18th November 2024FINANCIAL MODELLING WORLD CUP (FMWC)Stage 8 CompetitionRegister here

2023 Recordings

  • 10th November: VIRTUAL MEETUP: Vancouver Power BI & Modern Excel User Group: Reducing Errors in Excel Financial Models Watch the recording
  • 6th November: HYBRID MEETUP: Mastering Excel: a Roadmap for the Average Modeller 
    Giles Male Watch the recording
  • 11th October: VIRTUAL MEETUP:  Scalable Modelling; using MS Fabric to dislodge OLAP cubes (Future of Financial Modelling Part 3) Jeff Robson, Lance Rubin and Craig Hatmaker Watch the recording
  • 27th July VIRTUAL MEETUP: Leveraging Excel Innovations of the Microsoft Stack (Future of Financial Modelling Part 2) Jeff Robson, Lance Rubin and Craig Hatmaker  Watch the recording
  • 14th June VIRTUAL MEETUP: Future of Financial Modelling with ChatGPT – or not? (Part 1)
    Jeff Robson, Lance Rubin and Craig Hatmaker Watch the recording
  • 10th May HYBRID MEETUP:  “Predictive Modelling with Monte Carlo Simulations in Excel”
    David Brown Watch the recording

2022 Recordings

  • 22nd November VIRTUAL MEETUP:  “Developing Models to Prevent User Error”
    Gary Knott Watch the recording
  • 2nd November HYBRID MEETUP: “Excel Model Review Tools you need to know” 
    Joshua Grimm Watch the recording                                       
  • 19th October VIRTUAL MEETUP: “Excel for Microsoft 365 Game Changers”
    Mike Thomas Watch the recording 
  • 29th September VIRTUAL MEETUP:  “Full 3-way Financial Modelling using Dynamic Arrays”
    Jeff Robson Watch the recording
  • 21st September VIRTUAL MEETUP: “Advanced Excel Skills and other Misnomers”
    Adrian Miric Watch the recording
  • 30th August VIRTUAL MEETUP: “Virtual Debate: Fractional, Virtual or Outsourced CFO Panel discussion”
    Lance Rubin, Rob Brint, Lielette Calleja and Michael King  Watch the recording
  • 24th August HYBRID MEETUP: “Problem-solving with Financial Models”
    Tim Heng Watch the recording
  • 17th August VIRTUAL MEETUP: “Jazz up your models with Excel formatting techniques”
    Traci Williams  Watch the recording 
  • 8th Jun VIRTUAL MEETUP: “Key Data Structures for Optimal Model Performance in Power BI”
    Sue Bayes Watch the recording
  • 29th Apr VIRTUAL MEETUP: “The Power of Automation with Microsoft Power Automate”
    Faraz Shaikh Watch the recording
  • 15th Mar VIRTUAL MEETUP: “Are Excel’s Power Technologies suitable for Financial Modelling?”
    Ken Puls Watch the recording
  • 21st Feb VIRTUAL DEBATE: “Google Sheets vs. Excel”
    David Benaim vs. Alan Murray Watch the recording
  • 2nd Feb VIRTUAL MEETUP: “Rolling Monthly Three Statement Forecasting”
    Giles Male and Myles Arnott, Full Stack Modeller  Watch the recording

2021 Recordings

  • 1st Dec VIRTUAL MEETUP: “Excel Online: how useful is it for financial modelling?”
    Mark Proctor, Watch the recording
  • 17th Nov VIRTUAL MEETUP: “Bend it… Don’t Break It! – Bulletproof Model Designs for Non-Excel People”
    Szilvia Juhasz, Watch the recording
  • 27th Oct VIRTUAL MEETUP: “I didn’t know Excel could do that EITHER”
    Bob Umlas Watch the recording 
  •  29th Sept VIRTUAL MEETUP: “Becoming a Killer Analyst: Data Critical Thinking Skills for Financial Modelers” Jordan Goldmeier and Alex Gutman Watch the recording here
  • 14th Sept VIRTUAL MEETUP: “Pushing to Mobile with Low-Code and No-Code Financial Modelling tools” Lance Rubin Watch the recording here
  • 1st Sept VIRTUAL MEETUP: “Harnessing your Inner Financial Modeller”
    Jessica D’Souza Watch the recording here
  • 11th Aug VIRTUAL MEETUP: “Cash Flow Liquidity Planning and Forecasting in Excel”
    Gary Knott & Romina Badecke  Watch the recording here
  • 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)
  • 20th Jan VIRTUAL WORKSHOP: “How Data Storytelling can help introverts communicate financial results”
    Alan Cameron-Sweeney Watch the recording here

Past Dates & Topics

Click here for past Meetup Presentations and Topics.

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