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.

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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 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

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

2018 Dates

Johannesburg, Wed 24th Jan “Financial Modelling”
Sydney, Mon 5th Feb “Extending the Power of Excel with OLAP” – Binyomin Smith
Melbourne, Tues 20th Feb “Using Array Formulas in Financial Models” – Dan Mayoh
Melbourne, Thurs 15th Mar “FMI Exam Financial Modelling Study Group” – Wynne Nguyen
London, Wed 28th Mar “Data visualisation” – David Benaim
New York, Wed 28th Mar “Excel Modeling & Analysis Mistakes to Avoid” – Othniel Denis
Sydney, Tues 17th Apr “The Complexities of Project Finance Modelling” – Matthew Bernath (View the recording here, View the photos here)
New York Wed 25 Apr “Presenters, Abay & Elissa: Formula Gymnastics”
Athens, Wed 25 Apr “Global Power BI Hackathon”
Sydney, Mon 21 May “Using Power Excel to Create Dashboards with Chandoo” (View the presentation here)
Brisbane, Mon 4th Jun “Using Power Excel to Create Dashboards with Chandoo” (View the presentation here)
Johannesburg, 14th Jun “Bitcoins, Crypto-Currencies and Blockchains” Eelco Lodewijks
Melbourne, Mon 18th Jun “Using Power Excel to Create Dashboards with Chandoo” (View the presentation here, View the photos here)
Sydney, Tues 26 Jun “An Introduction to Cryptocurrency for Modellers” Luke Jones
London, Tues 10th Jul “Office 2019 Features” David Benaim
Sydney, Tues 17 Jul “How Versus Why; a Mathematician’s Perspective on Financial Modelling” John Graham (View the presentation here, View the photos here)
Johannesburg, Wed 18th Jul “Bitcoins, Crypto-Currencies and Blockchains”
New York, Wed 25 Jul “Financial Modeling of Cryptocurrency: From Excel to APIs” Al Mercado
Brisbane, Mon 6th Aug “Working to client specifications: can you build a model in Google Sheets?” Lisa Barham
Melbourne, Mon 13th Aug “Predicting the future with financial models: An actuarial take on modelling” Rob Deutsch
Sydney, Tues 21st Aug “Keyboard Shortcuts for Financial Modellers” Jacques Raubenheimer
New York, Wed 29 Aug Isaac Gottlieb, Author of Next Generation Excel: Modeling In Excel For Analysts
Sydney, Tues 25th Sep “Reputation Risk in Financial Modelling” Jennifer Harrison
Perth, Thurs 4th Oct “Panel Debate/Discussion: The most efficient way to build a Financial Model”
London, Tues 9th Oct “Excel vs Google sheets showdown: Crazy cool features in one but not the other” David Benaim
Brisbane, Wed 10th Oct “Beyond Error Checks – making notifications helpful for users regardless of skill” Thomas Paul
Johannesburg, Thurs 25th Oct “The Future of Financial Modelling: Innovation, AI and Disruption” Lance Rubin
Perth, Thurs 15th Nov “Collaborative Discussion: Your most challenging financial modelling questions”
Sydney, Tues 11th Dec “The Other Side of Excel: Using Macros for Savvy Solutions to Big Data Problems” Jürgen Schmechel

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 here, view 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 here, view the presentation here)
Sydney, Mon 27th Nov “Keyboard Shortcuts for Financial Modellers” – Jacques Raubenheimer (View the photos here, View 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

Amsterdam, Thurs 21st Jan 2016 “Meet Willem Gerritsen, Modeloff silver medallist!”
New York, Mon 25th Jan 2016, “Mitigating Model Risk” – Debra Johnson
London, Wed 27th Jan 2016, First Modelling Drinks of 2016
Sydney, Tues 2nd Feb 2016 “The Bankers Perspective: Modelling for Capital Raising” – Matthew Costello (see photos of this event) (view the presentation)
Perth, Mon 15th February 2016 “Data Visualisation and Presentation for Financial Modellers” – Danielle Stein Fairhurst (see photos of this event)
Brisbane, Mon 22nd Feb 2016 “Excel Array Formulas – Not so scary after all!” – Dan Mayoh (see photos of this event)
Amsterdam, Mon 22nd Feb 2016 “Financial Modelling Drinks”
New York, Wed 24th Feb 2016, “Accounting for Modelling” – John S Tjia
Melbourne, Wed 2nd Mar 2016 “Five Ways to Speed up the Excel Model-Building Process with Macros & VBA” – Marcelo Mendonca (see photos of this event) (view the presentation)
London, Wed 10th Mar 2016 Modelling Drinks
Sydney, Tues 15th Mar 2016 “EQ for the High IQ: Emotional Intelligence for Financial Modellers” – Joseph Porteus (see photos of this event)
Amsterdam, Mon 21st Mar 2016 “TPD Drinks and Speaker”
New York, Wed 30th Mar 2016 “Visualisation, Excel Dashboards”
Delhi, Sun 3rd Apr 2016 “Start up Meetup”
Brisbane, Tues 19th Apr 2016 “Precision & Accuracy in Big Data Modelling: Traffic Planning using Power Pivot” – Chris Schuck
Amsterdam, Mon 25th Apr 2016 “Can you fix my model?”
London, Tues 26th Apr 2016 Modelling Drinks
New York, Tues 26th Apr 2016 “Guest Speaker: Microsoft’s New Power BI”
Amsterdam, Mon 23rd May 2016 “Increase the speed and reproducibility of your analytic work with KNIME” – Douwe Krooshof
Sydney, Tues 24th May 2016 “Company Valuation – a Guide for the Curious & Confused” – Mark Ostryn (see photos of this event)
Brisbane, Thurs 26th May 2016 “Understanding Incremental Cash Flows and Sunk Costs” – Eris O’Brien
New York, Thurs 26th May 2016 “Visual Analytics – From 4 weeks to 4 clicks”
Melbourne, Tues 31st May 2016 “How Financial Modelling can help you make a Step Change in your Career” – Lance Rubin (see photos of this event) (View the presentation here)
London, Thurs 9th Jun 2016 Modelling Drinks
Amsterdam, Mon 20th Jun 2016 Financial Modellers Drinks
Sydney, Tues 21st Jun 2016 “Where are we going and are we there yet? Creating a Roadmap for Financial Models” – Jennifer Harrison (see photos of this event) (View the presentation here)
Brisbane, Wed 6th July 2016 “Integrating Relational Databases and Excel” – Dr Stephen Gay
London, Tues 19th Jul 2016 Modelling Drinks
Sydney, Wed 20th Jul 2016 “Progressing from “Excel Spreadsheeting” to “C-Level Modelling Guru”” – Dick Lam
New York, Wed, 3rd Aug 2016 Summer Meet and Greet
Johannesburg, Tues 16th Aug 2016 Financial Modelling Meetup
Melbourne, Wed 17th Aug 2016 “The Quest for Best Practice – Introduction to the FAST Modelling Standard” – David Taylor (see photos of this event)
New York, Tues 23rd Aug 2016 “Insane Formulas”
Sydney, Wed 24th Aug 2016 Modelling with the User in Mind. The FAST standard – Want it? Or Need it? Errol Stevenson
Amsterdam, Mon 29th Aug 2016 What’s new in Excel 2016? (webinar)
Amsterdam, Mon 19th Sep 2016 “Learn & talk about PowerPivots (with an MVP)!” – Henk Blootman (MVP)
Melbourne, Mon 19th Sep 2016 “Panel Discussion: Financial Modelling and Business Analysis” – Bernice Takla
London, Tues 20th Sep 2016 Modelloff Meetup – London 2016
Brisbane, Mon 26th Sep 2016 “Turning up the Heat with Excel Dashboards” – Marcus Small (see photos of this event) (View the presentation here)
Sydney, Wed 5th Oct 2016 “What Modellers can learn from Computer Programming” – Les Gordon (see photos of this event)
Perth, Thurs 20th Oct 2016 “Paradigm Shift in Organisational Financial Modelling” – Damien Beng
London, Tues 25th Oct 2016 Modelling Drinks
New York, Wed 26th Oct 2016 Financial Modelling Meetup
Sydney, Thurs 3rd Nov 2016 “The Myth of Modelling “Best Practices” and the Secret Reality of “Bad Practices”” – Ian Bennett
Melbourne, Tues 8th Nov 2016 “Mashups in Power Query” – Mike Honey
Johannesburg, Tues 15th Nov 2016 Financial Modelling Meetup
Brisbane, Tues 22nd Nov 2016 “Financial Modelling for New Accounting Standards” – David Hardidge
New York, Wed 30th Nov 2016 Guest Speaker from S&P Global: How to Work Faster and Smarter
Sydney, Tues 6th Dec 2016 “Building an Activity-Based Costing System in Power BI” – Grant Paisley
London, Thurs 8th Dec 2016 Modelling Drinks with John Persico

2015 Dates

London, 15th April 2015 (see photos of this event)
Sydney, Thurs 7th May 2015 (see photos of this event)
Brisbane, Thurs 28th May 2015 (see photos of this event)
Melbourne, Thurs 21st May 2015 (see photos of this event)
Perth, Tues 16th Jun 2015 (Join the group here)
London, Wed 15th July 2015 (Join the group here)
Brisbane, Tues 22nd Sept 2015 “Data Visualisation & Presentation for Financial Modellers” (see photos of this event) (view the presentation)
Sydney, Tues 27th Oct 2015 “What is Modern Excel and what can it do for me?” – Matt Allington (see photos of this event) (Watch the Video)
Amsterdam, 27th October 2105 (Join the group here)
Melbourne, Mon 9th Nov 2015 “How to make Excel run as fast as Usain Bolt!” – Jonathan Power (see photos of this event) (Watch the Video)
London, Wed 11th Nov 2015 (Join the group here)
Brisbane, Tues 24th Nov 2015 (see photos of this event)
New York, Tues 1st Dec 2015 (Join the group here)
Sydney, Mon 14th Dec 2015 “Xmas Drinks: Art & Perception in Financial Modelling” – Stuart Parry (Watch the Video)

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.