SPECIALISTS IN FINANCIAL MODELLING

Virtual Meetup I Are Excel’s Power Technologies suitable for Financial Modelling?

When people think about financial modelling or forecasting in Excel, what comes to mind is worksheets loaded with formulae, built in a report-focussed layout. Watch as Ken Puls showcases examples of using Excel’s Power Technologies to build Financial Models and Forecasts for clients. From data shaping with Power Query to DAX in Power Pivot, these tools play an essential role in modern financial modelling solutions.

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Virtual Meetup I Rolling Monthly Three Statement Forecasting

The Full Stack financial modelling community have been working collectively to “solve” the problem of creating flexible rolling monthly forecasts that can cater for new periods of actuals. This is an area of modelling that thousands of businesses and modellers can relate to, and that many find extremely time-consuming and frustrating. (more…)

Virtual Meetup | Excel Online: how useful is it for financial modelling?

Major improvements are being made with Microsoft Excel Online. It is completely free, works on any browser and is particularly useful if you need to share files and collaborate with others. It’s basically a slimmed-down version of Excel and although Microsoft is constantly working to improve the functionality, what we want to know is *can we use Excel Online yet for financial modelling?* (more…)

Virtual Meetup: I didn’t know Excel could do that EITHER

Following on from “I didn’t know Excel could do THAT”, join us once again to hear from Excel legend Bob Umlas who will take 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. (more…)

Financial Modeling World Cup Case Study Walkthrough with John Lim

The Financial Modeling World Cup (FMWC) competition brings competitive modellers from all over the world and different backgrounds together online each month to learn, train, compete and improve their financial modelling skills through case studies. This session was organised by the Queensland CPA Business Committee Financial Modelling discussion group and co-hosted by Jessica D’Souza and Danielle Stein Fairhurst. 

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Virtual Meetup: Harnessing Your Inner Financial Modeller

Harnessing Your Inner Financial ModellerDo 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…)

Inheriting a Financial Model

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…)