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…)
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…)
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…)
Watch to learn about the various tools in the Power Platform that can help improve and accelerate your budgeting, planning and forecasting processes. Hear from financial modeller and technology expert Lance Rubin showcase how to;
1. Collect data with Power Apps
2. Automate workflows in near real-time with Power Automate, based on the data collected
3. Use the data to automatically update and share a report or dashboard using Power BI with the Fabric Data Platform 4. Leverage Modern Excel tools such as Power Query inside this Toolkit to game-change your modelling (more…)
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…)
If you’re thinking about sitting for the FMI Level 1 Financial Modelling Certification exams, you’d better get started with your preparation as they’re not easy! As a MFM (Level 3 Master Financial Modeler), an exam proctor and an FMI approved training provider, many people ask me about the exam, so here’s some information you will find useful. (more…)
Plum Solutions is very pleased to announce that in partnership with the Financial Modeling Institute (FMI), we will be offering a “Women in Financial Modelling” scholarship aimed at empowering and advancing women within the financial modelling industry. (more…)
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…)