THE FINANCIAL MODELLING SUMMIT
RE-WATCH THE LARGEST VIRTUAL FINANCIAL MODELLING EVENT
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DOWNLOAD THE FULL 2020 FINANCIAL MODELLING SUMMIT
The 2020 Financial Modelling Summit happened on Thursday 18th June 2020. Purchase the full event package to
re-watch the videos and preview the presentations from the Summit.
Learn from industry leaders:
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
WHY PURCHASE THE FULL EVENT CONTENT?
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.
ABOUT THE FOUNDERS
Gridlines, The Global Excel Summit and The Financial Modelling Podcast founded the Financial Modelling Summit
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
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
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.