SPECIALISTS IN FINANCIAL MODELLING

Testimonials

Jon Spain
Law for Life

In early June 2020, I attended an online course called “Dashboard Reporting in Modern Excel” lasting 9 hours spread over 3 days. Apart from Excel, it also included some Power BI. After that course, no,I’m not at all an expert but I’m far better informed and much more confident. Danielle really knows her stuff which she imparts calmly with humour and her colleague Susan administered a complex environment excellently. This was a really good course., impressive.

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Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Sam Sammour
Commercial Finance Business Partner

I had the pleasure of attending a course on Modern Dashboarding hosted by Danielle & team. The course covered the latest Dashboard presentations, using Power BI and some of the latest Excel functions. Structured over 3 half days & very professionally run and interesting with proper workshops & exercises. Very hands on and I got a lot out of it.

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Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Danielle Cheek
Chartered Accountant, Accounting Industry

I really enjoyed Danielle’s warm, engaging presentation style and her obvious expertise with the training material. I also loved the fact it could be taken as a live, online course – something that would not have been accessible to me had it been an in-house workshop. I had been following Danielle for a while on LinkedIn and was actually delighted when it was offered as an online course.

The time spent figuring out various problems with a small group in the break-out rooms also worked well.

I also thought the pre-training individual meeting was a lovely way to initially engage with everyone.

I liked that the course didn’t just take us through the technical aspects of how to build a dashboard, but also included info such as which chart type to use, how visual information is interpreted, dos and don’ts and simple, understandable dashboards vs bad ones.

I enjoyed chatting with like-minded people who I wouldn’t normally have access to working from home generally on my own. As an introvert, this worked really well for me.

Not only did I learn new things, but the course also highlighted areas for my development which was very useful.

Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Senior Management Accountant l Queensland Children's Health
Health Sector

In part it refreshed my skills and reminded me of some things I had forgotten. Good structure building through examples. Great introduction to Power BI – I feel more likely now to be able to progress setting up monthly reports in Power BI and export to pdf for distribution.

Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Finance Business Partner l Government
Transport Industry

I liked the course structure content & material & Danielle was great.

It was perfect!

I look forward to continue using the tutorials & to develop my professional model skills with the help of Plum Solutions.

Thank you for making the 3 days of tutorials informative engaging & inspiring. I look forward to taking my Excel modelling skills & capability to the next level.

Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Revenue Accountant,
Construction Firm

The course was extremely well run. Danielle met the participants in advance. The Online Classroom was open 15 minutes before the start. The classes started on time. Time was left at the end to answer additional queries. Danielle had great technical support in Susan in terms of muting/unmuting, checking sound and organising the breakout rooms. This allowed the course to run smoothly. It was evident that a lot of thought had been put into the material and exercises.

Danielle was warm and engaging. The material was extremely well prepared. She was very considerate to check in with each participant. She mixed theory with practical examples very well and kept everyone engaged with polls and exercises.

Dashboard Reporting in Modern Excel (Online and Live) Workshop, June 2020

Financial Reporting in the Horticulture Industry

The course was able to relate complicated issues in a simple and straight forward manner.
There was an allure that learning was minimal when in fact the opposite was happening.

Online Financial Modelling Bundle (with Books), June 2020

Energy Industry

The videos illustrations were very helpful.
The presenter was outstanding. She did excellently well in introducing the concepts, holding attention during the course and managed all aspects of the learning cycle.

Advanced Financial Modelling in Excel Online Course

Mining industry

I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these courses to my colleagues. The courses took me less then 40 hours to complete mostly because of how well the course is organised. It was a journey step by step to follow and easy to digest.

Shipping Industry, Italy

I really liked the course overall. I took some Excel courses in the past, but the advanced ones were too basic for me. From lesson 1, on Excel versions, I could see I was going to learn something this time: someone did all the Excel studying for me and already highlighted the useful stuff!

Financial Modelling Industry

Plum Solutions have been fantastic, I can’t think of anything to say other than the staff were great, always supportive and made the online courses easy to do.

Financial Technology, MYOB

Good facilitation of workshop. I’m keen to apply the learnings to my role.

Finance Professional

The workshop was customised to our specific needs. Danielle always made sure to check if the material was relevant to us. The presenter was friendly. The workshop was easy to follow and varied the pace.

IT Industry, MYOB

Highly knowledgeable! It was great that Danielle gave guidance on what the dos and don’ts are. Too often we look at data / graphs that don’t tell the story!

Education Industry

The training was great, Chandoo was amazing, so knowledgeable and flexible in following attendees’ requests. It’s the first time in while when I felt how Excel training can be so much fun. I got to know about new features and how I can use them for work and beyond.

Local Council

Trainer was very engaging and constructive. Great informative sessions.

Head of Investments / Non Profit

Danielle uses various communication methods to keep us engaged. She uses credible sources for her course. Danielle is very engaging, polite and professional. Her vast knowledge of Excel is evident and I love the way she tries to apply Excel to our specific work situations!

Infrastructure Industry

Easy to understand and very helpful to my work. It was an awesome training course in regards to dashboard reporting as it enhanced my Excel skill in terms of simplified in financial reporting.

Local Council

Danielle was very friendly and included content to keep the training interesting. Training was well paced and easy to follow. The workshop included lots of practical exercises.

Marketing Officer, Accounting Industry

Danielle used a way to integrate the Excel skill with practical cases/concepts, which I liked a lot. Great Workshop!

Utilities Industry

I enjoyed going through the different formulas and learning about the new formula’s to excel. It was great to also understand modelling best practice and what not to do. Thoroughly enjoyed the course and looking forward to attending the advanced financial modelling in excel! Pace was good, instructions were clear and easy to follow. Principles were also well explained.

Recycling Industry

It gave me a good understanding of what is possible in Excel – a good base for future use. Danielle happily took queries through the session. Being a small group she could help each of us one on one easily. Danielle ran this course very well – not too quick or not too slow. Lots of information, however it’s great to know what can be done!

Head of Operations & Analytics, Accounting Industry

The workshop was very practical and hands on which I loved. It went at the right speed and was flexible to cover different topics of interest. Great training course and I highly recommend.

Construction Industry

The combination of knowledge and the practical case was very helpful. Also I understand better about the definition of Financial Modelling and what it entails.

Health Industry

The workshop was a small group and it was easy to ask questions. It was flexible so that some of the subjects changed/expanded to suit for some students (i.e. how to make waterfall chart). The presenter was very welcoming and approachable. Made it easy to ask questions. It was a great course.

Associate, Asset Management

The course covered a wide range of topics related to Excel data processing and modelling. The afternoon case study was useful to practise items we went through during the day. Danielle is a great presenter and her class is very accommodating to students questions and the content is interesting.

Technology Industry

I really liked Danielle’s ability to speed up and slow down according to how people were understanding concepts. Very patient and understanding, and adapted a very practical example and showed us how to extend this. The course was absolutely brilliant.

Investment Banking

The course offered practical examples of techniques and formulas that will be very helpful in the context of financial modelling.

Manager, Financial Reporting & Compliance -Electrical and Gas Industry

I really liked the opportunity to build a 3 way model, the technical aspects of the course were great also.
Instructions were clear and pace was good.

Local Council

The presenter was engaging and helpful and the information received was useful.

Mining industry

I really enjoyed my journey into financial modelling with you. The contents of the course were consistent and complete. I will really recommend these course to my colleagues.

The courses took me less then 40 hours to complete mostly because of how well the course is organised. It was a journey step by step to follow and easy to digest.