SPECIALISTS IN FINANCIAL MODELLING

Practical Applications of AI in Financial Modelling and Analysis

Join us to hear from investor, advisor and corporate finance specialist Matthew Costello as we explore the practical applications of AI in financial modelling and analysis, including real-world use cases of applying AI tools to streamline model building, enhance analysis, and automate data extraction. He (more…)

Is AI ready for financial modelling? (Have your say)

As artificial intelligence continues to develop, it is important to evaluate current capabilities continually. Watch for for an open discussion on questions like:
• Can we yet rely on AI to build financial models for us?
• Could AI help us to review financial models? (more…)

Quick Wins for Visualizing Financial Data in Excel


The ability to spot trends and patterns in the numbers and to quickly and effectively communicate financial data to make informed decisions is a crucial skill for financial modellers to master! Watch to hear from Ann K. Emery from Depict Data Studio for this virtual meetup session designed specifically for finance (more…)

Untangling Dependencies and Circularities with Excel Tools

Managing dependencies and circular references within Excel can be daunting especially in large financial models. As models grow in size and complexity, the chain of relationships between cells can become increasingly intricate and difficult to follow, making it hard to identify how assumptions and inputs changes might affect (more…)

Competitive Excel Modelling: Insights from a World Champion

Competitive Excel as an Esport is gaining popularity for its display of incredible skills of contestants who can manipulate data and perform complex calculations at lightning speed. The recent Microsoft Excel World Championship finals in Las Vegas were a thrilling showcase of talent and technical prowess. Top competitor Lianna Gerrish joined us in person during her trip to Sydney to discuss the competitor experience and take us (more…)

Building a Credit Rating Financial Model in Power BI/Fabric

This session explores how to transform an Excel-based credit rating model for local government authorities into an interactive and scalable report using Power BI and Microsoft Fabric. Participants learn techniques to modernise complex financial models and leverage the advanced capabilities of Power BI for (more…)

Automating Month End Processes with Power Query and Dynamic Arrays

Are you using the latest features of Modern Excel to their full advantage? Save time and speed up month end processes by streamlining the process and automating workflows. Watch for the latest in our virtual meetup series for financial modellers and hear from South African Financial Modeling World Cup Founder, Renier Wessels. Together, we’ll explore how to best leverage some of the latest features of Excel to harness the full potential of Power Query and Dynamic (more…)

Best Practices for Building a DCF Valuation Model

Most financial models contain a valuation section for investors, which usually includes a DCF calculation. But is this method sufficient for professional valuation practitioners when they value an investment? What do investors look at when they use a financial model to assess the value of an asset? Watch this live hybrid session streamed live from the CPA offices in Sydney to hear from senior financial modeller and valuation practitioner, Ruby Liu, who will help you to understand (more…)