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

Thurs 17th Sept FMI EXAM PREP STUDY GROUP: Enrol here


Tues 22nd Sept VIRTUAL MEETUP: “What to look for when reviewing a Project Finance Model”
Hedieh Kianyfard, Register for free here


Thurs 24th Sept FMI EXAM PREP STUDY GROUP: Enrol here


Tues 29th Sept VIRTUAL MEETUP: “Building a KPI-based HR Dashboard in Excel”
Md. Mehanazuddin Rupom Register for free here


Thurs 1st Oct FMI EXAM PREP STUDY GROUP: Enrol here


Mon 5th Oct, SUPPORT CLINIC: Available to Plum Alumni only Find out more


Thurs 8th Oct FMI EXAM PREP STUDY GROUP: Enrol here


Thurs 10th Oct FMI MOCK EXAM: Enrol here


Wed 13th Oct WEBINAR: “Introduction to Dashboard Reporting in Modern Excel”
Danielle Stein Fairhurst Register for free here


2020 Recordings

  • 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


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

All financing projects are slightly different, so when building a financial model for the purpose of gaining long-term financing, it’s very difficult to standardise project models of different natures. Join us to hear from Paris-based financial modelling author, lecturer and investment banker, Hedieh Kianyfard to discuss hints and tricks for model review. Throughout her years (more…)


  • September 29, 2020
    5:00 pm - 6:00 pm

A critical skill for the business professional to learn is how to handle data proficiently and analyzing it using the right tool, particularly in the area of human resources. Traditional HR practices have shifted from transactional to data driven practices which are business focused and result oriented. The HR Dashboard effectively demonstrates the key HR (more…)


  • October 13, 2020
    5:00 pm - 6:00 pm

With the huge amount of data available to us every day, a well-built and visually appealing dashboard is one of the best ways to interpret and communicate large quantities of information. Learn to quickly and effectively communicate the results of your analysis to be easily interpreted and understood by others at a glance. Hear from (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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