SPECIALISTS IN FINANCIAL MODELLING

Time Value of Money and why dates matter (Walkthrough)

In this case, we look at the time value of money and we’ll see what a huge impact adding the dates will make on the rate of return. Watch Microsoft MVP Danielle Stein Fairhurst walk though the “Sweet Time” case 1 of the Financial Modeling World Cup (FMWC) Stage 2 2025. You’ll learn how to calculate the internal rate of return (IRR) for a series of cash flows, the impact of adding dates on the rate of return using XIRR, and how different sales discount (more…)

Complexity versus Validation; can you trust your financial model?

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…)

Untangling Dependencies and Circularities with Excel Tools

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…)

What Financial Modellers need to know about AI

Artificial Intelligence is here, and financial modellers are under increasing pressure from Boards, banks and management to understand where AI can be applied and how it can deliver real business value. Hear from financial modeller Jeff Robson as he cuts through the hype and focuses on the practical implications of (more…)

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…)

Competitive Excel Modelling: Insights from a World Champion

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…)

Budget vs. Actuals: Master the Most Valuable Report

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…)

Building a Credit Rating Financial Model in Power BI/Fabric

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…)