WELCOME
The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and executives to those who are just starting their financial modelling journey.
The event is brought to you by:
Full Stack Modeller
Event Host
Global Excel Summit
Event Host
Event Host
Event Host
THE EVENT
A three-day virtual event, dedicated to supporting the growth and development of financial modelling globally.
✚ Live Speaker Sessions (Theme: From Numbers to Insights)
✚ Expert panel discussions
✚ Q&A with leading solution providers
✚ Networking
✚ The 2022 Financial Modelling Awards
2,000+
Delegate Reach
50+
Countries Represented
3
Live Days
EXPLORE EACH DAY
This year we are looking at a Numbers to Insights journey. Learn how to create models that empower decision-makers with meaningful and effective insights.
Day 1
Numbers Track
Day 1 of the Summit will focus on the numbers that drive our insights. We will talk about:
✚ The fundamentals of financial modelling and valuations
✚ Multidimensional table based modelling
✚ Three statement modelling in Power BI
✚ Modelling for crypto
✚ And more
Day 1 will also include a panel session about Women in the Financial Modelling Industry.
This track is supported by:
Day 2
Insights Track
On Day 2 we will turn our attention away from the numbers and toward the insights our models derive. We will cover:
✚ The fundamentals of presentation
✚ Data visualisation and Data analytics
✚ Finance business partnering
✚ Legals and commercials
✚ And more
Day 2 will also include a panel discussion on the latest Modelling Tech.
This track is supported by:
Day 3
The Awards
On Day 3 we will present the winners of the Financial Modelling Awards 2022.
The Financial Modelling Awards have one purpose: to celebrate professional financial modelling.
Building on the success of the 2020 and 2021 Awards, this year we are going bigger and we can't wait to review the submissions and celebrate the success stories in our industry.
The Awards are presented by:
THE INDUSTRY EXPERT SPEAKERS
A global roster of certified experts, industry leaders and Microsoft MVPs.
Bill Jelen (MrExcel)
Author of 60 Books
18x Microsoft MVP
April Dunnam
Power Platform Advocacy Team Lead, Microsoft
Liam Bastick
Founder at SumProduct
11x Microsoft MVP
Ian Schnoor, CFA
Executive Director at Financial Modelling Institute
Andi Lonnen
Financial Trainer, Speaker & Author at Finance Training Academy Ltd & FBP Academy
Rickard Wärnelid
Infrastructure, Energy & Environment -
Partner, Mazars
Jordan Goldmeier
Data Science for Everyone - Author, Becoming a Data Head - Microsoft MVP - EMT
Roderick McKinley
Tokenomics Advisor, Freelance Problem Solver, Digital Nomad
Hedieh Kianyfard
Author of Financial Model Detective Book
John Pauler
Chief Growth Officer at Maven Analytics
Gopal Krishnamurthy
Founder and CEO at Lumel
Danielle Stein Fairhurst
Principal at Plum Solutions
Brian Egger
Global Head of Financial Modeling, Senior Gaming/Lodging Analyst at Bloomberg LP
Craig Hatmaker
Founder of Beyond Excel
Information Technology Director at Town of Christiansburg
David Brown
Managing Partner, dbrown Consulting &
International Consultant, World Bank
Alli Torban
Information Designer who helps researchers spread their ideas with visual clarity | Host of Data Viz Today Podcast
Julie Scotto
Legal Expert
Iain Morrow
Founder, Openbox
Hillary Smart
Associate Director, Operis
Gianluca Bisceglie
Founder and CEO, Visyond
Alastair Matchett
Managing Director, Financial Edge Training
Stephanie Annerose, CFA
Director - Energy & Power Investment Banking at Piper Sandler
Tim Demoures
Managing Director at Eloquens.com and Author - EIP Strategy Framework
Thavash Govender
Data and AI Specialist - Microsoft - Strategic Accounts
THE VIRTUAL FINANCIAL MODELLING
EVENT OF THE YEAR
Hopin is a fully immersive, virtual venue with multiple interactive areas that are optimized for connecting and engaging users. Move in and out of rooms just like you would at an in-person event. Here is a sneak peek into what to expect:
Build your own agenda and chat with our audience in the Reception area.
Check out what's live at any particular moment; personalise your agenda; and schedule meetings with fellow financial modellers in just a click.
Get actionable strategies towards success on our Main Stage.
Join our handpicked financial modelling experts and 2,000+ attendees for in-depth speeches, panel discussions, product demos and live Q&A sessions.
Discover new connections in our Networking space.
Discover new connections over one-on-one video chat. Networking lets you connect just like you would at an in-person event.
Stay on top of breakthrough technology in the Expo Hall.
Discover the latest financial modelling tools, add-ins and applications to revolutionize your workflows and optimize your results.
EVENT PARTNERS
Meet the official event sponsors of the Financial Modelling Summit 2022.
keySkillset
NUMBERS Track Partner
KeySkillset is an online guided simulation learning platform that makes learning technical skills far easier. We have courses on Microsoft Excel, Financial Modelling and Python with many more to come.
Lumel
INSIGHTS Track Partner
Lumel (formerly Visual BI) serves over 2,000 customers globally in driving business productivity and performance management with its add-on solutions on top of the major BI platforms like SAP BI and Microsoft Power BI.
Financial Edge Training
NUMBERS Product Partner
Financial Edge is Wall Street's #1 training provider. We're chosen by the world's top 4 investment banks to train their teams, and trusted to help educate the best finance professionals in the world. From financial modelling to valuation to private equity, we offer world-class learning online for finance students and professionals alike.
Visyond
INSIGHTS Product Partner
Visyond is a cloud platform that takes your Excel model as an input and builds interactive what-if analysis and predictive dashboarding workflows on top of it.
It reduces the risk of errors and provides insights in minutes, saving countless hours every month.PARTICIPATING COMPANIES
Meet the companies you will get the chance to meet virtually during our live event on 5-7 October 2022.
Financial Edge Training
KPMG
Financial Arena
Financial Modeling World Cup
Full Stack Modeller
Host
Visyond
Lugano Software
SCHEMATIQ
Openbox
Financial Modelling Podcast
Host
Lumel
Maven Analytics
Eloquens
Project Finance Institute
Global Excel Summit
Host
keySkillset
Wisesheets
Financial Modelling Institute (FMI)
Gridlines
