Boosting Productivity in Finance and Insurance with Data Science
Finance professionals are often tasked with processing large, complex datasets and extracting meaningful insights under tight deadlines. Traditional methods of data analysis can be slow and resource-intensive, hindering decision-making and operational efficiency. This session dives deep into best practices for prompt engineering, selecting the right large language model for specific use cases, and understanding retrieval-augmented generation (RAG) techniques. Wendy demonstrates live (more…)
Learn how to compile a budget vs actuals report that will be both insightful and visually appealing. The Budget vs Actuals report is one of the most valuable reports you can produce as it helps you bridge the gap between expectations with actual outcomes. Join us to hear from Fractional CFO, Josh Aharonoff as we learn how to 
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 
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 
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 
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 
Excel spreadsheets remain the dominant tool of choice for sharing and presenting financial information. However, when used incorrectly, they are fraught with challenges. Lack of consistency, incorrect formulas and well-publicised spreadsheet errors all conspire to give them a poor reputation for quality. Watch to hear from financial modeller Angela Collins to discuss the latest release of ICAEW’s (Institute of Chartered Accountants in England and Wales) well-known list of key considerations that could save you hours of effort or help 
