SPECIALISTS IN FINANCIAL MODELLING

Past Meetups

Our Financial Modelling in Excel LinkedIn Group is now over 55,000+ 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. 

Register to find a Meetup in YOUR area

We are planning further meetups.  You may also be eligible to claim Continuing Professional Development (CPD) points for attending these sessions.

Click here to view a list of our current Meetups.

Past Dates & Topics

2020 Dates

  • 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 MEETUPWatch the recording here
  • Sydney, Mon 30th Mar “Building a Financial Model with New Dynamic Array Functions” Jeff Robson
    VIRTUAL MEETUPWatch 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 MEETUPWatch the recording here
  • Sydney, Wed 11 Mar “Calculator to Leader: Making the move to Finance Business Partner” Andrew Jepson Watch the video here

2019 Dates

2018 Dates

2017 Dates

  • Sydney, Tues 28th Mar “Collaborative Financial Modelling with Modular Content Management in Excel” – Michael Hutchens, Modano (see photos of the event here)
  • New York, Wed 29th Mar “Interactive Decision Making” – Jordan Goldmeier, Excel TV  ***If you can’t make it to this in person, you can still benefit from Jordan’s expertise as he’s got a new free 3-part video series on becoming a data hero with Dashboards and Data Visualizations in Excel.***
  • Perth, 5th Apr “Data is the new oil & analytics is the engine”
  • Athens, Fri 7th Apr  *new meetup group* “Powerful data analysis and data modeling with Power Pivot & Power Query”
  • Brisbane, Wed 19th Apr “Collaborative Financial Modelling with Modular Content Management in Excel” – Michael Hutchens, Modano
  • Johannesburg, Tues 16th May “Modelling for Results” – Colin Human
  • Sydney, Thurs 25th May “Book Launch Party – Financial Modeling in Excel for Dummies” View the Photos Here
  • Melbourne, Wed 31st May “Decision Analysis for Financial Modellers” – Scott Evans, Markamind View the Photos Here
  • New York, Wed 31st May “Migrating from Excel to Machine Learning for Regression Analysis” – Mr. Al Mercado
  • Sydney, Wed 26th June “A Future without Spreadsheets: Modeller’s Utopia or Fool’s Paradise?” – Gary Miller (view the presentation)
  • Amsterdam, Tues 27th June “What’s Financial Modelling”
  • New York, Wed 28th June Guest Speaker – Diarmuid Early, Winner of 2014 Financial Modeling World Championships “Think Differently – Creative Problem Solving and Data Visualization in Excel”
  • Brisbane, Tues 4th July “Power BI for Financial Modelling” – Peter Ward  (view the presentation)
  • Perth, Wed 12th July “Handy VBA Codes: 5 minutes to share your best VBA tips, tricks & code”
  • Sydney, Tues 18th July “Determining your Financial Model’s Business Case” – Colin Human (view the photos hereview the presentation here)
  • New York, Wed 26th July Guest Speaker – Manik Patel
  • Sydney, Wed 16th Aug “Professional Valuation Modelling; Applying Rigour and Avoiding Common Mistakes” – Theo West (view the presentation here)
  • Sydney, Wed 20th Sep “Accounting for uncertainty; Probabilistic modelling and optimisation in Excel” – Rishi Prabhakar (view the presentation here)
  • New York, Wed 27th Sep “Treatment of Non-Cash Flows in Modeling Integrated Financial Statements” – John Tija
  • Amsterdam, Sat 21st Oct Financial Modeling Exam
  • Sydney, Mon 23rd Oct “Robotic Process Automation for Finance: A New Approach to Modelling” Jonathan Glass
  • Melbourne, Wed 1st Nov “The Future of Financial Modelling: Innovation, AI & Disruption” – Lance Rubin (view the photos hereview the presentation here)
  • Sydney, Mon 27th Nov “Keyboard Shortcuts for Financial Modellers” – Jacques Raubenheimer (View the photos hereView the presentation here)
  • Melbourne, Tues 28th Nov “Improving Financial Decision Making with Data Visualisation” – Alan Sweeney  (View the photos here, view the presentation here)
  • New York, Wed 20th Dec “Integrating Visuals into Excel Models, PT2” – Presenter: Debra

2016 Dates

2015 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.

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