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
23-25 Jun SUMMIT: Financial Modelling Summit Register and pay here
*NEW* 24 Jun AWARDS: Financial Modelling Awards Presentation Watch live at 10am BST
30th June, SUPPORT CLINIC: Available to Plum Alumni only Find out more
*NEW* 5th Jul WOMEN IN FINANCIAL MODELLING: “Financial Modeling World Cup (FMWC) 888 Multiplayer Battle Walkthrough & Debrief” Stephanie Annerose & Gabriela Stroj Register for free here
14th Jul VIRTUAL MEETUP: “Advancing into Analytics; from Excel to Python and R”
George Mount Register for free here
20th Jul WOMEN IN FINANCIAL MODELLING: “Financial Modeling World Cup (FMWC) Case Walkthrough”
Lianna Gerrish Register for free here
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
*NEW* 8th Sept SYDNEY CPA DISCUSSION GROUP: “The Business of Financial Modelling: from Employee to Self Employed” Shane Arthurson Register for free; Join us in person Register for free; Join us online
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
2021 Recordings
- 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
- Sydney, Wed 30th Jan “Sculpted Debt Modelling for Project Finance Transactions” Alex McNee (View the Photos Here) (Watch the presentation here)
- Melbourne, Tues 5th Mar “The Power and the Pitfalls of Discounted Cashflow (DCF) Modelling” Fiona Bachmann
- Sydney, Tues 12th Mar “Stochastic vs Deterministic Approaches to Financial Modelling” John De Ravin
- Sydney, Wed 10th Apr “Data Tables Revisited; more than Sensitivity Analysis” James Clarkson
- Sydney, Wed 1st May “Identifying the Signs of Insolvency using Financial Data Analysis” Shabnam Amirbeaggi
- Johannesburg, Thurs 16th May “Financial Modelling in Excel – First Meetup of 2019!”
- Sydney, Mon 3rd Jun “Using Power BI to Create Dashboards with Chandoo”
- Melbourne, Tues 4th Jun “Using Power BI to Create Dashboards with Chandoo”
- Brisbane, Mon 10th Jun “Using Power BI to Create Dashboards with Chandoo”
- Sydney, Wed 24th Jul “Applying Bayesian Statistics to Financial Models” Kevin Lian
- Perth, Wed 7th Aug “How Excel’s new Dynamic Array Functions will Transform your Financial Modelling” Jeff Robson
- Melbourne, Wed 14th Aug “Future of Modelling in Project Finance: Protean, Perilous, Powerful” Pascale J. Petit
- Sydney, Mon 19th Aug “Transforming Data into Executive presentations” Erica Blythe
- Brisbane, Thurs 22nd Aug “Searching for Modelling Success in Trading Financial and Investment Markets” Peter Pontikis
- Johannesburg, Wed 4th Sep “Financial Modelling Forum at LeaderEx”
- Sydney, Tues 17th Sep “Financial Modelling vs Advanced Analytics” Lance Rubin
- Sydney, Mon 23rd Sep “Capital Budgeting with CAPM and Asset Risk Classification” David Johnstone
- Sydney, Wed 2nd Oct “FMI Advanced Financial Modeller Exam Prep Session” Danielle Stein Fairhurst
- Perth, Thurs 10th Oct “The Future of Financial Modelling” Lance Rubin
- Melbourne, Tues 15th Oct “Practical Monte Carlo Simulations in Excel” Christian Martinez
- Sydney, Tues 22nd Oct “Modelling is for Humans” Nathan McLean
- London Mon 4th Nov “Data clean up + Excel’s Power Query = FUN!” David Benaim
- Brisbane, Wed 6th Nov “Financial Modelling vs Data Analytics” Lance Rubin
- Melbourne, Wed 13th Nov “Financial Modelling vs Advanced Analytics” Lance Rubin
- Perth, Thurs 14th Nov “Revolutionary Financial Modelling Software” Torsten Rohner
- Sydney, Tues 3rd Dec “A Strategist’s Approach to Modelling Property Investment Decisions” Andrew Koleda & Tony Ng
