Many data projects “fail,” because leaders start projects with unrealistic expectations and lapses in communication.
Hear from award winning data scientists Jordan Goldmeier and Alex Gutman as they pull the curtain back on what data science can and can’t do—and how you, the modeler, can turn the tide and use data to drive change. (more…)
The pace of technical innovation for financial modellers is accelerating. Although Microsoft Excel remains the best tool for deals modelling, recent innovations are augmenting, enhancing and going beyond the ordinary Excel spreadsheet.
The 2021 Global Financial Modelling survey highlighted the wider adoption of tools like PowerBI and Tableau, but equally exciting is the development of low-code and no-code tools for the purpose of building financial models. (more…)
Do you use Excel to prepare financial projections? Ever wish your forecasts had greater impact on business decisions in your organisation? You can take charge of these spreadsheets and offer your clients and colleagues a clearer, more accurate and insightful business tool. (more…)
When you take over and start using a financial model that someone else has built, not only are you inheriting the original modellers’ inputs, assumptions and calculations, but you may also be inheriting their mistakes! Using someone else’s model involves taking responsibility for their work and you want to be confident it’s working correctly. Hear from financial modelling specialist, Danielle Stein Fairhurst during the Financial Modelling Summit as she draws from the second edition of her book, Financial Modelling in Excel for Dummies, to learn some simple ways to check, audit, validate and, if necessary, correct legacy models so that you can be confident of the model’s results. (more…)
The COVID-19 crisis has made it even more obvious that companies that fail to plan and monitor their cash flow liquidity are planning to fail! Insightful, responsive and dynamic liquidity planning is a must-have for a robust business. Off-the-shelf software can be time-consuming and expensive to implement and does not always provide the necessary flexibility required for dynamic and transparent cash flow planning.
The solution is an Excel-based tool. (more…)
Hear from Excel legend Bob Umlas took us through some of his best Excel tips and tricks. Prepare to be amazed! Bob received the first ever Microsoft Excel MVP award back in 1993, continued to receive it for 25 years after that and is still the longest-running MVP.
He has written numerous books, and hosted & presented at many conferences, and been a beta-tester for Excel for production.His latest book, “Cool Excel Sh*t” is now available from Holy Macro books. (more…)
It’s never been more important for business professionals to have the skills to build robust, flexible and dynamic forecast models. Using in-built standard Excel tools, we explore how to predict business outcomes and handle the volatile economic inputs we see in these uncertain times. Understanding the inputs, assumptions and drivers and the best way to incorporate them into forecast models is critical for accurate forward planning. We also discuss the best ways to deal with the unknown and evaluate several different forecasting techniques to perform analysis in Excel models. (more…)
Ever been guilty of using Excel as a fancy calculator? If so, you’d just be using a formula in Excel. If you entered a calculation such as =A1+A2 or =452*12, then that’s just a formula. If a formula is all you need, then that’s fine. But Excel can do so much more!
You may hear the two words function and formula used interchangeably, but they’re not technically the same. So, what’s the difference? A formula is an expression that uses cell references or hard-coded numbers to calculate the value of a cell. Sometimes a simple formula is all you need to get the right answer, but you can do so much more using functions.
