SPECIALISTS IN FINANCIAL MODELLING

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…)

Budget Modelling with DAX in Power BI

Budgeting is one of the most challenging scenarios in the Power BI arena. For example, you might need to summarise sales in previous years and allocate the budget forecasts. You must work with data at different granularities and find a way to author DAX code to compute the forecasts at the desired granularity. When it comes to budgeting, each company has a unique scenario. In this session, you will see common techniques for building a budget model with Power BI. As a bonus, you see a lot of DAX code and several advanced techniques to allocate (more…)

Linking three financial statements and how to balance the balance sheet every time

Being able to build a full financial model with all three financial statements is a foundational skill for any financial modeller. Linking all three dynamically and, most importantly, getting the balance sheet to balance (and stay balanced!) is not always an easy task. Watch to hear from expert financial modeller Carolina Lago as she takes us through her unique and simple approach for building each statement and ensuring the balance sheet balances at every step. (more…)

How Financial Modelling skills can help you on the CFO path

According to top finance experts, the most in-demand “hard skills” for senior finance leaders are financial modelling and analysis. Being able to convert numbers and formulas into strategic and insightful decision-making is, without question, one of the hardest technical skills to master. Watch to hear from financial modelling industry expert, Lance Rubin on how to track your career path towards the most sought-after jobs in Finance. (more…)

Scalable Modelling; using MS Fabric to dislodge OLAP cubes (Future of Financial Modelling Part 3)

Join us for an enlightening meetup as we continue our journey into the Future of Financial Modelling, powered by cutting-edge technology and AI. Hosted by Danielle Stein Fairhurst, Part 3 in this series culminates with an in-depth exploration of Microsoft Fabric, presented by technology and financial modelling expert, Lance Rubin. He delves into its potential to disrupt traditional OLAP Cube modelling systems that will revolutionise traditional accounting, (more…)

Future of Financial Modelling with ChatGPT – or not? (Part 1)

As AI technology evolves rapidly through advances such as ChatGPT, let’s consider how this will impact the financial modelling industry. Join industry leaders Jeff Robson, Lance Rubin and Craig Hatmaker and host Danielle Stein Fairhurst for a virtual meetup to discuss how these technological advancements might impact the process of building a model along with the role and skills of a financial modeller both today and in the future. (more…)

Part 5: Calculating CAGR with Excel Functions 

Welcome to a 5-part video series on the “Must-have Excel Functions for Financial Modelling”. If your financial model is showing some returns, growth rates or any outputs that are fluctuating quite a bit over time, it’s useful to see what the compound annual growth rate is for this. In part 4 of this series, we take a look at a couple of different ways to calculate the compound annual growth rate (CAGR) using simple Excel functions. (more…)