Working with dates in Excel can be tricky. Conversion is rarely straightforward, as conversion issues and regional format differences can complicate the process of consolidation. Power Query can solve these issues, but knowing the right steps makes all the difference. If you have struggled with dates, you’re not (more…)
Complex models are often deemed reliable based on the word of their author, with few compliance measures in place to confirm their accuracy. Watch to hear from financial modeller Col Werner discuss a key issue in financial modelling: the reliance on trust rather than systematic validation of the model. Verbalising the (more…)
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…)
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…)
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…)
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 (more…)
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…)
One of the most controversial topics amongst financial modellers is the use of circularity to build the financial statements in a model. Watch to hear from financial modelling specialist Carolina Lago as we dive into this often-debated topic. You’ll learn why many modellers avoid circularity at all costs—and why (more…)
