The 2020 Financial Modelling Summit happened on Thursday 18th June 2020. Purchase the full event package tore-watch the videos and preview the presentations from the Summit.

    Financial Modelling Summit 2020: Recordings and Presentations

    Financial Modelling Summit 2020: Recordings and Presentations

    Purchase the full Financial Modelling Summit 2020 and gain access to every recording from the event including speaker support documents!

    With talks from: Microsoft, PwC, Project Finance Institute, Corporate Finance Institute, Plum Solutions, Modl Citizn, Bayfield Training, Mazars, KeySkillSet, CFA, Financial Edge Training, and of course the Financial Modelling Innovation Awards 2020 ceremony!
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    Welcome to the largest online gathering of the global Financial Modelling Community. A one-day online event dedicated to supporting the development of financial modelling globally. The summit focused on Modelling Uncertainty.

  • Virtually Realistic

    The summit replicated a real summit, with networking, swag bags, exhibitor booths and more!

  • Financial Modelling Innovation Awards 2020

    The Financial Modelling Innovation Awards were created to recognise new ideas and innovators in the dynamic field of financial modelling. Download the on-demand version of the event content to find out the names of this year's winners.

  • Speakers

    Learn from industry leaders:

    Joe McDaid

    Principal Program Manager, Microsoft

    Joe is a Principal Program Manager on the Microsoft Excel engineering team based in Redmond. His primary areas of ownership are the calculation engine and formula evaluation. Prior to joining Microsoft, Joe spent a decade working in finance and specialized in the development of mining and infrastructure models.

    Natalie Bayfield

    Senior Departmental Fellow, University of Cambridge

    Inventor of 'Real Estate Financial Modelling' as a subject in its own right. Natalie has dedicated the last two decades to advancing the skill within the sector, via Bayfield Training and Cambridge University.

    Danielle Stein Fairhurst

    Financial Modeller, Author, Corporate Trainer

    Danielle Stein Fairhurst is regularly engaged as a speaker, course facilitator, financial modelling consultant and analyst. She founded the Financial Modellers’ Meetup groups which now have over 5,000 members in seven countries as well as a LinkedIn forum with more than 40,000 members.

    Lance Rubin

    Founder & CEO, Model Citizn

    Lance is a highly innovative, commercially savvy and lateral thinking financial modeller. His ability to distill complex financial problems into meaningful insight led him to founding Model Citizn. He is an ex-Investment Banker and KPMG modeller, CFO of fintech lender Banjo and Group CFO for Sequel CFO and is touring the world on the Future of Financial Modelling.

    Rickard Wärnelid

    Mazars, Partner, Energy & Infrastructure

    Rickard, Mazars Partner, specialises in financial modelling services and training for the Infrastructure & Energy sectors. His financial modelling journey started when founding Corality in 2006 and keeps going to this day.

    Background: Commbank (Project Finance), Lacima (Electricity derivatives quant), DNB NOR (Fixed income risk) and the Swedish Airforce.

    Education: MSc Engineering Physics (KTH, Stockholm) and MBus Finance (UTS, Sydney).

    Tatiana Ufimtceva

    Founder & CEO, KeySkillset

    Tatiana has over 14 years of experience in adult financial education. She began her career in banking in 2005 and was deeply involved in creating and providing training for bank employees during her 9 year career in different European banks, such as Raiffeisenbank (Austria), Home Credit Bank (Czech Republic) and others. Tatiana holds her bachelor degree in accounting and MBA from the top business school in Cambridge, MA. Tatiana is an independent finance trainer, providing Excel, Financial Modeling, Investment Banking and Capital Markets training at top global companies, including JP Morgan, Deloitte, Amazon and more.

    Neil Macdonald, CFA

    Director & Founder, Forecast Global

    Neil has spent over a decade in the industry in Europe, SE Asia, and Australia. Prior to Forecast, Neil worked at Goldman Sachs in Melbourne. Before entering the CFA program, Neil completed an M.A in Mathematics and Economics at the University of Edinburgh. Neil specialises in financial services, private equity, and media, as well as the delivery of bespoke training classes on project finance, financial modelling and Excel. More recently, Neil has delivered data and analytics mandates at Forecast using programming languages such as SQL and SAS.

    Dr. Paul van Loon, CFA

    Head of Analytics, Forecast Global

    Paul is a CFA charterholder, has an MSc in Applied Statistics from St Andrews University and a PhD in Financial Mathematics from Heriot-Watt University. Paul has extensive experience in machine learning, predictive modelling and data strategy and was previously responsible for advancing the analytical capabilities at Colliers International. He has worked on stochastic credit modelling with Moody’s Analytics as a quantitative analyst and has advised banking and FMCG clients on optimal pricing strategies and marketing budget based on econometric analyses. At Forecast, Paul leads a team of consultants helping clients drive commercial value from their data using advanced analytics and engineering.

    Alastair Matchett

    Managing Director, Financial Edge Training

    Alastair has over 22 years of experience teaching on Wall Street. He founded Financial Edge Training in 2016, the firm chosen by the top 4 investment banks to deliver incoming analyst programs. Before instructing, Alastair worked at 3i in private equity, having moved from mergers and acquisitions at J.P. Morgan.

    Ian Bennett

    Partner, Deals Modelling, PwC Australia

    With over 18 years as a professional financial modeller, Ian leads PwC Australia's Deals Modelling team and is a globally recognised financial modelling expert. He has developed and reviewed the models that have supported major transactions around the world and has recently developed a technology agnostic approach to financial modelling and a range of analytical modelling review services.

    Charles (Chip) Haskell

    Lead Instructor, Project Finance Institute

    Charles “Chip” Haskell specialises in financial and development services for the international infrastructure sector, he has been the lead advisor on billions of dollars in assets. Managing Director of The Vair Companies, developer and owner of Industrial Pre-treatment Water Facilities. Chip is also the author of Advanced Modelling for Project Finance for Negotiations and Analysis by Euromoney Books. He has BA in Economics and French from Hanover College, a MA in French from Middlebury College and a Masters in International Finance and Accounting from Thunderbird, The American Graduate School of International Management.

    Tim Vipond

    CEO, Corporate Finance Institute

    Tim is an entrepreneur, financial analyst, ex-investment banker, and the CEO and co-founder of Corporate Finance Institute® (CFI). Since 2005, Tim has been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value. Tim has a BA from Dartmouth College (Hanover, NH), an MBA from the Sauder School of Business at the University of British Columbia (Vancouver, BC), and is a certified Financial Modeling & Valuation Analyst (FMVA)®. He is passionate about learning, teaching, and financial modeling, all of which he gets to do on a daily basis at CFI.

    Derrek Tong

    VP Financial Modelling, Corporate Finance Institute

    Derrek is the Vice President of financial modeling and valuation at CFI, bringing 20 years of experience in corporate development, investment banking, and public accounting. Darren has a BA from University of Alberta, is a holder of both the CFA and CPA designations. Outside of work, Darren enjoys spending time traveling with family, finding great food, and watching his kids play hockey.














    Listen to world-class financial modelling experts.

    Learn how the best in the business are navigating these uncertain times.

    Gain insight into the latest trends changing the financial modelling industry.

    Our sessions are focused on the delivery of relevant know-how, and the latest best practises in modelling.

    Learn why financial modelling is more critical than ever before.

    In the current global crisis, it's never been more critical to have a handle on your numbers.

    Learn what the future holds for financial modelling.

    Find out how financial modelling will be done in the cloud, and what Microsoft has in store for Excel.


    Gridlines, The Global Excel Summit and The Financial Modelling Podcast founded the Financial Modelling Summit


    Summit Founder

    Deals move quickly. We move quicker. We face down looming deadlines with composure and poise. We help you make better decisions when the analysis matters. If you want a partner that sweats the details like it was our own money on the line, you’re in the right place.

    Global Excel Summit

    Summit Founder

    An annual gathering of Excel’s Global Community, dedicated to supporting the growth and development of the Excel industry in the UK and abroad. It’s a four-day event designed to take you beyond the spreadsheet and into the realm of the masters — an Office conference obsessed with in-depth learning while having fun.

    Financial Modelling Podcast

    Summit Founder

    Welcome to the Financial Modelling Podcast where we discuss the latest trends in financial modelling. From AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.


    Can't find the answers you are looking for? Send us a message here.

These Terms and Conditions were last updated on 26 August 2020.

The Financial Modelling Summit (the “Event”) and www.financialmodellingsummit.com (the “Website”) is operated and managed by DATEL Productions Limited (DATEL) (a limited company incorporated in England and Wales (no. 10106893) with a registered address at 123 Buckingham Palace Road, London, England, SW1W 9SH), Gridlines (no. 11085581 with a registered address at 15 Pinfold Lane, Whitefield, Manchester, M45 7NY, United Kingdom) and Financial Modelling Podcast (no. 11085581 with a registered address at 15 Pinfold Lane, Whitefield, Manchester, M45 7NY, United Kingdom) (the “Organisers”).
1.2 “Event Participant” is anyone, attending the event in any shape or form, including but not limited to event attendees, exhibitors, sponsors, media and press representatives, or guest speakers.
1.3 “Event Partner” is anyone who has entered a collaboration agreement with the Organisers prior to the beginning of the Event, including but not limited to Exhibitors, Sponsors, Media Partners, Guest Speakers, Technical contractors, Supporting Partners.
1.4 "Digital Products" refers to video recordings and online learning content hosted and/or available for download via the Event Website from 1 September 2020.
1.5 The Event is taking place online on www.financialmodellingsummit.com (the “Website”) via a virtual Events platform, vFairs LLC (the “Platform”).
1.6 The Event is taking place on 18 June 2020 with 30-day on demand access to the Event platform for all Event Participants, registered for the full conference access.
1.7 The Event content will be available for download as a Digital Product for a fee online on the Website from 1 September 2020.

2.1 All Event Participant applications to register are subject to availability.
2.2 All Event Participant login details, issued for use at the Event, are valid for named Event Participant only and cannot be transferred to another person.
2.3 In response to the current global Covid-19 crisis, we want to ensure maximum global accessibility of the summit. We will therefore offer places on a "pay what you can" basis. If you are between positions or a student, we suggest $20. If you are a private sector finance professional, we suggest $150. For public sector and not for profit, we suggest $50. However, as the name suggests, if these amounts are too much for you, pay what you can.
2.4 By registering for this event you agree for your data to be shared between the Organisers. You can read our full privacy policy to understand all your data rights. You can unsubscribe at any time.

3.1 Should the Event be cancelled for any reason other than in the ‘Force Majeure’ event, described in clause 12, Event Participants will receive full refunds, following the Event cancellation announcement.
3.2 The Organisers will only refund the cost of a booking if one is unable to attend due to 1 of the following reasons, affecting the Event Participant or an immediate member of their family: an injury, illness or death; vehicle theft; home burglary or fire; court appearance or work relocation one is unaware of at the time of the booking.
3.3 To apply for a refund, Event Participant(s) will need to submit a refund application form alongside evidence of the extenuating circumstances that prevent them from attending the Event at the scheduled time and place.

4.1 The Event Participant shall not access, store, distribute or transmit any viruses, or any other material while being logged into the Event Platform that:
4.1.1 is unlawful, harmful, threatening, obscene, infringing, harassing or discriminatory;
4.1.2 facilitates any illegal activity;
4.1.3 promotes violence of any kind;
4.1.4 is discriminatory based on race, colour, gender, religious beliefs, sexual orientation, disability; or
4.1.5 is otherwise illegal or causes damage or injury to any person or property; and the Organisers reserve the right, without liability or prejudice to its other rights to the Event Participant, to disable the Event Participant’s access to the Event Platform. 
4.2 The Customer shall not, except as may be allowed by any applicable law which is incapable of exclusion by agreement between the parties and except to the extent expressly permitted under these terms:
4.2.1 attempt to copy, modify, duplicate, create derivative works from, frame, mirror, republish, download, display, transmit, or distribute all or any portion of the Event Platform (as applicable) in any form or media or by any means; or
4.2.2 attempt to de-compile, reverse compile, disassemble, reverse engineer or otherwise reduce to human-perceivable form all or any part of the Event Platform’s software; or
4.2.3 use the Event Platform to provide services to third parties; or
4.2.4 license, sell, rent, lease, transfer, assign, distribute or otherwise commercially exploit the Event Platform except as permitted under the Agreement.
4.2.6 attempt to obtain, or assist third parties in obtaining, access to the Services and/or Documentation, other than as provided under this clause 3; and
4.3 The Customer shall use all reasonable endeavours to prevent any unauthorised access to, or use of, the Event Platform and, in the event of any such unauthorised access or use, promptly notify the Organisers.
4.4 The rights provided under this clause 4 are granted to the Event Participant only, and shall not be considered granted to any subsidiary or holding company of the Event Participant.

5.1. The Event Participant acknowledges and agrees that the Event Platform and/or its licensors own all intellectual property rights in the Services, Software and the Documentation of vFairs LLC. Except as expressly stated herein, the Event Participant is not granted any rights to, under or in, any patents, copyright, database right, trade secrets, trade names, trademarks (whether registered or unregistered), or any other rights or licences in respect of the Event Platform.
5.2 All licenses granted to the Event Participant are conditional on the Event Participant’s continued compliance with these terms and will immediately and automatically terminate if the Event Participant does not comply with any term or condition of this Agreement. During and after the Subscription Term, the Event Participant will not assert, nor will the Event Participant authorize, assist, or encourage any third party to assert, against the Organisers or any of the Event Platform’s affiliates, customers, vendors, business partners, or licensors, any patent infringement or other intellectual property infringement claim regarding any Services, Software or Documentation. The Event Participant is not allowed to use vFairs LLC’s trademarks without prior written consent from the Event Platform.
5.3 The Event Platform confirms that it has all the rights in relation to the Services and the Documentation that are necessary to deliver the Event.

6.1 By visiting a Sponsor/Exhibitor virtual booth during the Event, Event Participants agree to provide their name and contact details to the specific individual/company. The Event Participant agrees to be contacted by the Exhibitor/Sponsor in relation to product and/or service marketing, promotion, or any discussion.
6.2 By logging into the Event Platform on the day of the Event, all Event Participants agree to provide their name and contact details to the Organisers. This data is used only to evaluate attendance levels at the event.

7.1 All Guest Speaker sessions will be recorded to allow 30 day access to all Event Participants, who have purchased full Conference access. By accepting these terms, every Event Participant authorises such photography and recording and permits the Organiser to use the Event Participant’s picture, video and/or voice for promotional and/or archival purposes, without liability, compensation or credit to the Event Participant.
7.2 Full Event content, including all Guest Speaker sessions will be offered as a Digital Product package on the Event Website from 1 September 2020 for a fixed fee.

8.1 Event Partners agree not to re-sell, sublet, or otherwise transfer the ownership of the virtual exhibitor space they have purchased without a prior written permission from the Organisers.
8.2 All fees, sent by the Organisers to the Event Partners are expressed to be inclusive of 20% VAT.
8.3 If any of the Event Partner package fees are not paid as per due date on their invoice, the Organisers may suspend provision of the Services and refuse Event Partner access to the Event Platform. Late payments are subject to 8% interest charge per month on the outstanding balance.
8.4 Event Partners agree not use, nor give access or right to any other person from their team to use any part of the Event Platform for: 
8.4.1 any illegal or dangerous activities or for any other purpose that may harm the reputation and credibility of the Event, the Event partners and/or the Event Platform.
8.4.2 Any purpose, which based on our reasonable opinion, may be perceived as disturbing, noisy or annoying to the Organisers, the Event Participants, or the Event Platform providers on the day of the Event.
8.5 The Organisers may terminate the Event Partner participation if:
8.5.1 The Event Partner fails to comply with and perform all of the Contract terms and conditions, listed in clause 6.
8.5.2 The Event Partner becomes bankrupt or makes an arrangement or compromise with his creditors or, being a Company, enters into liquidation whether compulsory or voluntary.
8.8 The Event Partner is free to cancel their participation by giving written notice of his intention to withdraw from the Contract to the Organisers, subject to the payment of a percentage of the total contract price as follows:
8.8.1 50% if cancelled 1-3 months before the Event.
8.8.2 100% if cancelled 1 month or less before the Event.
8.7 The Organisers reserve the right to make changes in the floorplan of the Event or in the Event Partner’s virtual stand in case this is considered in their opinion to be in the best interest of the Event, including but not limited to altering the size, shape and/or position of the space, allocated to the Event Partner.
8.8 The Organisers require Event Partners to have public and employer liability to the value of £10 million each.
8.9 Event Partners agree to take all reasonable steps to make sure that all individuals and third parties, involved with or connected to the setup of the virtual Exhibitor booth, take precautions to abide by all exhibitor clauses, mentioned above.

9.1	By purchasing Digital Products through this site, you are agreeing to these terms and entering into a contract with the Organisers.
9.2	Payment: The Event content is available for purchase / download from 1 September 2020 for a fixed fee of $25.00 including VAT (if applicable).
9.3	Refund policy: Digital Product purchases / downloads represent a final sale and due to the nature of the items are NOT refundable. Should you consider your situation to be a special circumstance, please reach out to info@financialmodellingsummit.com and we will review your individual request. In the event that a refund is issues, your Digital Products access will be revoked.
9.4	Delivery policy: Digital Products purchased through the Event Website are delivered via an order confirmation e-mail, containing a download link and a password. All recordings and presentation files, provided to the Organisers, from the Event will be available for download as soon as the password is entered. All video recordings are provided in a .mp4 format for you. Presenter files are provided in either .xlsx, .pdf, or .pptx format. If you need any support, viewing the files, please reach out to us.
9.5	Access rights: When you purchase / download any of our Digital Products, you are purchasing a non-transferable right to access the information. You may not publish or share the Digital Products or any login details, including but not limited to usernames and/or passwords, with anyone else. If you wish to purchase team/company-wide access, please reach out to info@financialmodellingsummit.com. 
9.6	Copyright: When you purchase / download Digital Products, you are NOT buying the copyright to the product, but are buying the 'right' to use the product in a certain way. This is commonly referred to as “licensing” a product. The Organisers still own the copyright to the design and are licensing the use of that copyright to you for a fee. Because you are not purchasing the copyright to the items you download, you may NOT use them in any way that is not expressly permitted. For example, you may not copy, loan, give away, or sell the product to someone else, because the copyright remains the property of the Event Organisers.
9.7	Proprietary rights: All licenses granted to Digital Product customers are conditional on the customer’s continued compliance with these terms and will immediately and automatically terminate if the customer does not comply with any of the terms or conditions in this Agreement. During and after the Subscription Term, the Digital Product customer will not assert, nor will the Digital Product customer authorize, assist, or encourage any third party to assert, against the Organisers or any of the Organiser’s affiliates, customers, vendors, business partners, or licensors, any patent infringement or other intellectual property infringement claim regarding any Services, Software or Documentation. The Digital Product customer is not allowed to use the Event’s trademarks without prior written consent from the Organisers.
9.8	Back up: Please be sure to keep a backup copy of your files once purchased. The Event Organisers are not responsible for files lost, deleted or in any way damaged after download.
9.9	All opinions expressed in the videos are the presenters' own and may or may not represent the opinions of the Organisers. The Organisers take no responsibility for the implementation of any advice taken from the Event presenters in your own marketing or the outcomes of such implementation.

10.1 Each party (the Organisers and the Event Participant) agrees not to disclose any information, received from the other party that is defined as Confidential; or
10.2 Make any use of such Confidential Information other than for purpose that is approved in writing by the other party.
10.3 Each party may disclose Confidential Information received from the other to its responsible employees, sub-contractors or suppliers who need to receive such Confidential Information in order to perform their duties, associated with or linked to the delivery of the Event.
10.4 The confidentiality obligations in this clause do not apply to information, which subsequently becomes available to the general public other than due to a breach by the receiving party; or is already known by the receiving party before disclosure by the disclosing party; or the receiving party rightfully receives such Confidential Information from a third party, which has not restricted its use in writing.
10.5 Each party agrees to return and destroy all Confidential Information, received from the other Party at the end of the Event Period unless required for audit purposes, in which case the party, keeping the Confidential Information shall disclose the length such Confidential Information will be stored.

11.1 Neither the Organisers, nor its employees/contractors shall be liable for any claims, damages, and expenses directly arising from loss of data, provided that any such loss, damage or claim is not attributable in whole or in part to the negligence, willful misconduct or bad faith of the Organisers, its officers, directors, employees or agents. 
11.2 In no event shall either the Organisers or the Event Participants be liable for any indirect, punitive, special, incidental and consequential damages or lost profits arising out of or in any way connected to the use or inability to use the Event Platform and material or for any information, software, products and services provided through the Event Platform and/or the Event Website, whether based on warranty, contract, tort, or any other legal theory, and whether or not either Party is advised of the possibility of such damages.

A person who has not purchased tickets and/or Digital Products through the Organiser’s official Event website, has no right under the Contracts (Rights of Third Parties) Act 1999 to enforce or enjoy the benefit of any term of these terms and conditions. This does not affect any right or remedy of a third party which exists, or is available, apart from that Act.

These Terms and Conditions shall be governed by and construed in accordance with the law of England and the parties hereby submit to the exclusive jurisdiction of the English courts.

Neither the Organisers, nor the Event Participant shall be in breach of these terms and conditions if such breach results from events, circumstances or causes beyond their reasonable control such as but not limited to flood, epidemic, terrorist attack, fire or failure of a utility service. In such case, the Organisers will not be responsible for any loss of business, loss of profits, damage or expense of whatever nature the Event Participant may suffer.

The Organisers reserve the right to refuse any registration application for the Event.

Please refer to our Privacy Policy for all details around Privacy and Data Protection prior, during and/or after the Event. This can be accessed via our website.

If you have any questions about any of these Terms and Conditions, please contact us at info@financialmodellingsummit.com or via post on 123 Buckingham Palace Road, London, England, SW1W 9SH. 
This policy was last updated on 26 August 2020.
We take your privacy seriously. This Privacy Policy explains what personal information we collect, how we use it and who you can contact in case of any questions. Please read through this policy carefully.
Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

The Financial Modelling Summit (the “Event”) and www.financialmodellingsummit.com (the “Website”) is operated and managed by DATEL Productions Limited (DATEL) (a limited company incorporated in England and Wales (no. 10106893) with a registered address at 123 Buckingham Palace Road, London, England, SW1W 9SH), Gridlines (no. 11085581 with a registered address at 15 Pinfold Lane, Whitefield, Manchester, M45 7NY, United Kingdom) and Financial Modelling Podcast (no. 11085581 with a registered address at 15 Pinfold Lane, Whitefield, Manchester, M45 7NY, United Kingdom) (the “Organisers”). After the end of the Event,  all video recordings and online learning content will be hosted and/or available for download via the Event Website from 1 September 2020 for a fixed fee (the "Digital Product(s)").
For the purpose of the Data Protection Act 2018, we are the controller of your personal data.

We will need to ask you for certain personal information to give you the best possible experience when you sign up for or attend one of our events or engage with us (via our Website, email or otherwise).
We will also collect other information about you and the devices you use to access our Website, or we may ask third parties to do this for us via technologies such as cookies. For detailed information on the cookies we use and the purposes for which we use them see our Cookies Policy, outlined below.
We may receive the following personal data from you directly:
•	Your contact information (e.g. name, email, address, phone, your city/country of residence)
•	Your job details (e.g. employment status, job title, company name)
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We may receive the following personal data about you from various third parties and public sources as set out below:
•	Your payment details (from our payment processors Stripe), when you purchase your event ticket and/or one of our digital products or if there are any queries regarding your purchase. 
•	Your order information (from our registration provider JotForm or via our website provider Strinkingly)
•	Your name and email if you are signed up to receiving newsletters from the Organisers or if you registered your interest in our event and/or one of our digital products through any of our social media channels.
•	Any other personal details you have made publically available, such as on LinkedIn.
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Cookies are used to distinguish you from other users of our Website and enhance your experience of using our Website. Our website uses cookies and other similar technologies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site. By continuing to browse the site, you are agreeing to our use of cookies.
A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your device if you agree. Cookies contain information that is transferred to your device's hard drive. We use the following cookies:
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We use your personal information for the following purposes and legal bases:
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•	To purchase / download a Digital Product(s) via the Event Website.
Your consent
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Where we rely on consent to process your personal data, you have the right to withdraw your consent to these activities at any time, which will mean (unless another lawful basis applies to your data) that we will cease to process the affected data after consent is withdrawn. However, please note this may result in us being unable to provide you with certain features of the Website or our services.
Our legitimate interests
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•	For our own reporting and analytical purposes to enable us to improve our services and support our customers, including through the use of email performance tracking.
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•	To provide you with customer support and resolve any complaints.
•	To send your marketing communications (if you are an Event participant, sponsor or exhibitor registered for the event with your email address).
•	To effectively handle any legal claims or regulatory enforcement actions taken against the Organisers or take appropriate legal action against third parties who have committed criminal acts or are in breach of legal obligations to us.
•	To assist with our internal training purposes.
Complying with our legal obligations
•	To comply with our legal and regulatory obligations (including under applicable data protection laws).
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•	To fulfil our duties to our members, colleagues and other stakeholders.

We may disclose your personal data with the following third parties:
•	Our third party providers of operational and business services, who are authorised to process your personal data on our behalf and pursuant to our instructions as necessary to run our events and provide you with the services you request from us, including:
o	Our payment processing providers, Stripe, JotForm and PayPal.
o	Our registration provider and manager, JotForm and Strinkingly.
o	Our event platform provider, vFairs LLC.
o	Our website builders, vFairs LLC (May 2020 - July 2020) and Strinkingly (July 2020-present).
o	Our IT, back office processing and marketing service providers.
•	Any third parties who acquire either DATEL, Gridlines and/or the Financial Modelling Podcast or substantially all of their assets, in which case personal data we hold about you will be one of the transferred assets. 
•	Any third parties with whom we are required to share your personal data in order to comply with our legal obligations, to enforce our terms and conditions or to protect the rights, property, or safety of the Organisers, our customers, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.

You may, in circumstances, have the following rights in relation to the personal data we hold about you. 
You can exercise all the rights applicable to you by contacting us at the email address in the Contact Us section below.
You can request to:
•	access a copy of the information held about you.
•	rectify any incorrect or incomplete data we hold about you. It is both in our interest and yours that any personal information we hold about you is accurate, complete and current. If the data we hold about you is inaccurate in any way, please contact us to have your personal information corrected. 
•	delete, restrict or remove the data we hold about you. You can request to temporarily suspend your account or delete it and all personal data about you.
•	transfer the data we hold about you to another party.
•	object to any further processing of your data, if we are processing your personal data on the basis of our legitimate interests, or for direct marketing.
•	withdraw your consent to any processing for the purposes outlined under the legal basis of “your consent” under “How we use your information” above. 
We will endeavour to respond to your requests within one month and free of charge. Please note that in respect of all these rights, we reserve the right to:
•	refuse your request based on the exemptions set out in the applicable data protection laws. 
•	request for proof of your ID to process the request or request further information.
•	charge you a reasonable administrative fee for any repetitive, manifestly unfounded or excessive requests. 
If we refuse your request to exercise these rights, we will give reasons for our refusal and allow you to challenge our decision. If we have shared your data with others, we will tell them about your request to rectify, erase, restrict or object to the processing where possible. If you ask us, where possible and lawful to do so, we will also tell you with whom we shared your personal data so that you can contact them directly.
If you have any concerns about how we handle your data, please contact us. If you are not satisfied after we’ve tried to resolve your issue, you’ll be entitled to lodge a complaint with our data protection regulator, the Information Commissioner’s Office.

We and the majority of our service providers required to process your personal data are based in the UK or European Economic Area, and will be processing your personal data subject to the same data protection laws as us. 
Where we do need to transfer your personal data in the future to any countries outside the EEA, we ensure that such transfers are made subject to appropriate safeguards as required by applicable data protection laws to ensure that a similar degree of protection is afforded to your personal data, including by ensuring that overseas recipients of your data have been self-certified under the Privacy Shield framework, are located in a country deemed to hold adequacy status or through the use of EU Commission approved standard contractual clauses.
For more details on the safeguards in place for transfers of your Personal Data abroad, including how to obtain copies of these where relevant, please Contact Us using the details below.

Online privacy and security are the most important aspect of any customer service and we take it extremely seriously. We use a variety of the latest technologies and procedures to protect your personal information from unauthorised access, destruction, use or disclosure.
We restrict access to your personal data to those employees, and third parties, who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your personal data.
The following section provides details of current security infrastructure at vFairs LLC’s hosting facilities which includes: 
Intrusion detection services 	Yes 
Security monitoring 	Yes 
Security enforcement 	Yes 
Back up services 	Yes 
Restricted Physical Access 	Yes 
Restricted Network Access 	Yes 
Secured Data Access 	Yes 
•	Load balanced firewalls
•	Redundant HTTP Load Balancers
•	Isolated public/private LANs
•	Content Delivery network
•	Standby Database/Application 
•	Real-time detection with IDS Identifies threats from unauthorized users, back-door attackers and hackers.
•	Data collected through firewalls, detection sensors and VPN devices instantly terminate any unauthorized sessions. No Emails relaying.
•	No long-timeout URL
System logs 
•	System logs on web services up to one week old
•	Continuous error log parsing for immediate issue resolution. 
System 24/7 monitoring
•	Firewall services
•	LAN traffic
•	Load balancer services
•	Site availability services 
Security enforcement 
•	User login
•	User session establishment
•	Use of 40, 56 or 1024 bits certificates (Optional)
•	Use of authorized Trusted Mode connection gateway Session timeout for inactive users. 

We keep your data for as long as it’s necessary to meet the relevant purposes for which we’ve collected your data, including for the purpose of satisfying any legal, accounting or reporting requirements.
To determine the appropriate length of time for holding your data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm, from unauthorized use or disclosure of your personal data, the purpose for which we process your data and whether we can achieve those purposes through other means, along with the applicable legal requirements.

We may need to update this Privacy Policy to reflect changes to our information practices, technology and legal requirements. We will post any changes to this Privacy Policy on the Website from time to time and, where appropriate, notify you by e-mail. All personal information held by us will be governed by the most recent Privacy Policy posted on the Website, so please regularly check the privacy policy for updates.

This Privacy Policy only addresses the Event Organisers’ use and disclosure of your personal data. The Website may contain links to other websites, including those of our business partners and payment processors, Digital Product file transfer tool providers, Event suppliers, social media pages and affiliates, and at our events you may share your personal data with other visitors, delegates, exhibitors, sponsors, media and/or press representatives. If you share your personal data with any of these third party websites or entities, please note they will have their own privacy policies governing their use of your personal data and we are not responsible for these policies or for their misuse of any personal data. We encourage you to carefully read the privacy policy of any external websites or exhibitors/sponsors before you submit any personal information to them.

If you have any questions about this Privacy Policy or our treatment of the information you provide us with, please contact us at info@financialmodellingsummit.com or via post on 123 Buckingham Palace Road, London, England, SW1W 9SH.