From Beginner to Advanced.
Timings are listed in British Summer Time (BST). All sessions will be recorded and available for 30 days on-demand access with our Premium and Business pass tickets.
09:00-09:45
Opening Keynote by Microsoft
TRACK 1
Fundamentals of Excel & Financial Modelling
10:00-10:45
Three Statement Modeling is Dead
By Alastair Matchett,Founder and Managing Director, Financial Edge Training
11:00-11:45
Financial Modelling – What’s it all about?
By Colin HumanCEO of GoalFix (Pty) Ltd12:00-13:00
Lunch Break
13:00-13:45
A typical journey from spreadsheet user to modeller
By Giles Male and Myles ArnottCo-Founders, Full Stack Modeller
14:00-14:45
Fundamentals of Financial Modelling for Blockchain
By Roderick McKinley, CFATokenomics Advisor, Freelance Problem Solver, Digital Nomad
15:00-15:45
Power Query: Taming unruly data
By Oz du Soleil6x Microsoft MVP, LinkedIn Content Creator
16:00-16:45
Inheriting a Financial Model
By Danielle Stein FairhurstPrincipal Financial Modeller, Plum Solutions AustraliaTRACK 2
Advanced Financial Modelling
10:00-10:45
Integrating a best-practice financial model with PowerBI
By Dimitris LeimonisDirector – Lead Trainer, Financial Arena Limited
11:00-11:45
Issues and stratagems: Valuations, Modelling and Dynamic Array
By David Thompson
Managing Director, Thompson Group Holdings Pty Ltd (TGH)
12:00-13:00
Lunch Break
13:00-13:45
Translating the results of analytics into business decisions
By Neil Macdonald, CFAFounder & Director Director, Forecast
14:00-14:45
How to build the FMI exam model in 20 minutes?
By Iain Morrow and Kenny Whitelaw-Jones, Openbox
15:00-15:45
The One Model Approach - A single framework for different points of view.
By Hediah Kianyfard
16:00-16:45
Real world financial modelling: How to design a budgeting model companies will actually use
By Kevin GateOwner Director at FAB Financial Modelling
From Ordinary to Extraordinary.
Timings are listed in British Summer Time (BST). All sessions will be recorded and available for 30 days on-demand access with our Premium and Business pass tickets.
09:00-09:45
Opening Keynote by Cambridge Finance
By Maria WiednerCEO Cambridge Finance, Real Estate Finance & Diversity Expert, CEO Real Estate Women
10:00-12:00
Awards Ceremony
Presented By Full Stack ModellerTRACK 3
Soft Skills & Visualisation For Modellers
12:00-12:45
Crisp communication: Clean up your model junk and share clean insights
By Rickard WärnelidPartner, Mazars
13:00-13:45
Storytelling for Financial Modellers
By David Brown
Managing Partner, dbrownconsulting &
International Consultant, World Bank
14:00-14:45
Pricing – Stop Underselling Yourself
By Robin WaiteFounder of Fearless Business, Business Coach, Book Author
15:00-15:45
Leading a Room - Teaching Tough Technical Topics
By Ian SchnoorExecutive Director,Financial Modelling Institute (FMI)
16:00-16:45
Performing under Pressure
By Harriet BeveridgeCoach, Comic, Best-selling Business Author, TED.com SpeakerTRACK 4
Careers, Leadership, Work-Life Balance
12:00-12:45
Entrepreneurship and the Fully Remote Lifestyle
By Alex Falcon HuertaFounder of Soaring Falcon and The Start-Up Practice, ACCA International Assembly Member, Xero MVP
13:00-13:45
How the demand for agility is Changing the Role of Finance
By Chris ArgentFounder and Managing Director, GenerationCFO
14:00-14:45
Getting the Job Done: Financial Modeling as a Tool for Career Success
By Matan FeldmanFounder and Managing Partner,
Wall Street Prep
15:00-15:45
Tips on going freelance, remote, and travelling the world as a Financial Modeler
By Roderick McKinley, CFATokenomics Advisor, Freelance Problem Solver, Digital Nomad
16:00-16:45
How to run a Financial Modelling Centre of Excellence
By Matthew BernathHead of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling Podcast
1 DAY. 5 MASTERCLASSES.
Go from ordinary to extraordinary in financial modelling.
Our Day 3 Masterclasses are hands-on, in-depth, expert-led sessions, designed to take your skillset and financial modelling approach to the next level. Our Masterclass leads are here to tell you everything they know — and how they learned it. Explore:
Masterclass I: Introduction to VBA for Financial Modellers
Date: Friday, 25 JuneTime: 09:00-10:30 BST / UK TimeMasterclass Lead: Matthew Bernath, Head of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling PodcastVBA is the programming language allowing you to fully automate your financial models and simplify complex tasks like calculating Debt Service Reserve Accounts. This masterclass teaches you the fundamentals of Excel VBA. Learn what VBA is, how it interacts with Excel and how to take your recorded Macros to the next level.Masterclass II: The Fundamentals of Best Practice Financial Modelling
Date: Friday, 25 JuneTime: 10:45-12:15 BST / UK TimeMasterclass Lead: Giles Male and Myles Arnott, Co-Founders of Full Stack ModellerIn this session Giles Male and Myles Arnott look at some practical examples and exercises of best practice financial modelling, with a particular focus on the FAST Standard.Masterclass III: Financial Modelling for Startups
Date: Friday, 25 June
Time: 13:00-14:30 BST / UK Time
Masterclass Lead: Matthew Bernath, Head of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling PodcastLearn why a financial model is crucial to start, fund and scale your businessMasterclass IV: Project Finance Modelling: Introduction to debt sizing, debt sculpting, cover ratios and debt service reserve accounts.
Date: Friday, 25 June
Time: 14:45-16:15 BST / UK Time
Masterclass Lead: Kenneth Whitelaw-Jones, Partner at Gridlines, Head of Financial Modelling at Cranmore Partners, Co-Founder of Project Finance Institute and Full Stack ModellerIn this hands on, practical session, Project Finance Institute Co-Founder Kenny Whitelaw-Jones teaches some core PF modelling concepts. Worked example models will be made available to all participants.Masterclass V: Data Visualisation for Financial Modelling
Date: Friday, 25 JuneTime: 16:30-18:00 BST / UK TimeMasterclass Lead: Jordan Goldemeier, Microsoft MVP, Book AuthorIn this class, Jordan focuses on what financial modelers need to know to communicate data effectively. The first part of the class reviews important data visualization principles. In the second part of the class, Jordan focuses on creating interactive data visualizations in Microsoft Excel that you can start using immediately.
