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5-7 October 2022

  • THE EVENT
  • SPEAKERS
  • AGENDA
  • AWARDS
  • PARTNERS
  • SUPPORT 
    • About Us
    • Contact Us
  • …  
    • THE EVENT
    • SPEAKERS
    • AGENDA
    • AWARDS
    • PARTNERS
    • SUPPORT 
      • About Us
      • Contact Us
GET TICKETS
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5-7 October 2022

  • THE EVENT
  • SPEAKERS
  • AGENDA
  • AWARDS
  • PARTNERS
  • SUPPORT 
    • About Us
    • Contact Us
  • …  
    • THE EVENT
    • SPEAKERS
    • AGENDA
    • AWARDS
    • PARTNERS
    • SUPPORT 
      • About Us
      • Contact Us
GET TICKETS
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  • The Financial Modelling Experience You Have Been Looking For

    Our newly expanded three-day schedule means you don’t have to pick and choose between our Speaker Sessions and Masterclasses. Why not do it all? Your action-packed experience begins with two days of Main Stage Speaker Sessions, Expo Show, Career and Development sessions and Networking on June 23 and 24, followed by a full day of nonstop Masterclasses on June 25.

    Day 1 Schedule
    Day 2 Schedule
    Day 3 Schedule
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    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.

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    09:00-09:45

    Opening Keynote by Microsoft

    TRACK 1

    Fundamentals of Excel & Financial Modelling

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    10:00-10:45

    Three Statement Modeling is Dead

    By Alastair Matchett,
    Founder and Managing Director, Financial Edge Training
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    11:00-11:45

    Financial Modelling – What’s it all about?

    By Colin Human
    CEO of GoalFix (Pty) Ltd
     

    12:00-13:00

    Lunch Break

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    13:00-13:45

    A typical journey from spreadsheet user to modeller

    By Giles Male and Myles Arnott
    Co-Founders, Full Stack Modeller
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    14:00-14:45

    Fundamentals of Financial Modelling for Blockchain

    By Roderick McKinley, CFA
    Tokenomics Advisor, Freelance Problem Solver, Digital Nomad
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    15:00-15:45

    Power Query: Taming unruly data

    By Oz du Soleil
    6x Microsoft MVP, LinkedIn Content Creator
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    16:00-16:45

    Inheriting a Financial Model

     

     

    By Danielle Stein Fairhurst
    Principal Financial Modeller, Plum Solutions Australia

    TRACK 2

    Advanced Financial Modelling

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    10:00-10:45

    Integrating a best-practice financial model with PowerBI

    By Dimitris Leimonis
    Director – Lead Trainer, Financial Arena Limited
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    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

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    13:00-13:45

    Translating the results of analytics into business decisions

    By Neil Macdonald, CFA
    Founder & Director Director, Forecast
     
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    14:00-14:45

    How to build the FMI exam model in 20 minutes?

    By Iain Morrow and Kenny Whitelaw-Jones, Openbox
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    15:00-15:45

    The One Model Approach - A single framework for different points of view.

    By Hediah Kianyfard
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    16:00-16:45

    Real world financial modelling: How to design a budgeting model companies will actually use

    By Kevin Gate
    Owner Director at FAB Financial Modelling
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    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.

     

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    09:00-09:45

    Opening Keynote by Cambridge Finance

    By Maria Wiedner
    CEO Cambridge Finance, Real Estate Finance & Diversity Expert, CEO Real Estate Women
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    10:00-12:00

    Awards Ceremony

    Presented By Full Stack Modeller

    TRACK 3

    Soft Skills & Visualisation For Modellers

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    12:00-12:45

    Crisp communication: Clean up your model junk and share clean insights

    By Rickard Wärnelid
    Partner, Mazars
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    13:00-13:45

    Storytelling for Financial Modellers

    By David Brown

    Managing Partner, dbrownconsulting &

    International Consultant, World Bank

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    14:00-14:45

    Pricing – Stop Underselling Yourself

     

    By Robin Waite
    Founder of Fearless Business, Business Coach, Book Author
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    15:00-15:45

    Leading a Room - Teaching Tough Technical Topics

     

    By Ian Schnoor
    Executive Director,
    Financial Modelling Institute (FMI)
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    16:00-16:45

    Performing under Pressure

     

    By Harriet Beveridge
    Coach, Comic, Best-selling Business Author, TED.com Speaker

    TRACK 4

    Careers, Leadership, Work-Life Balance

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    12:00-12:45

    Entrepreneurship and the Fully Remote Lifestyle

    By Alex Falcon Huerta
    Founder of Soaring Falcon and The Start-Up Practice, ACCA International Assembly Member, Xero MVP
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    13:00-13:45

    How the demand for agility is Changing the Role of Finance

    By Chris Argent
    Founder and Managing Director, GenerationCFO
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    14:00-14:45

    Getting the Job Done: Financial Modeling as a Tool for Career Success

     

    By Matan Feldman

    Founder and Managing Partner,

    Wall Street Prep

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    15:00-15:45

    Tips on going freelance, remote, and travelling the world as a Financial Modeler

    By Roderick McKinley, CFA
    Tokenomics Advisor, Freelance Problem Solver, Digital Nomad
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    16:00-16:45

    How to run a Financial Modelling Centre of Excellence

    By Matthew Bernath
    Head of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling Podcast
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    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 June
    Time: 09:00-10:30 BST / UK Time
    Masterclass Lead: Matthew Bernath, Head of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling Podcast
     
    VBA 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 June
    Time: 10:45-12:15 BST / UK Time
    Masterclass Lead: Giles Male and Myles Arnott, Co-Founders of Full Stack Modeller
     
    In 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 Podcast
     
    Learn why a financial model is crucial to start, fund and scale your business
     

    Masterclass 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 Modeller
     
    In 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 June
    Time: 16:30-18:00 BST / UK Time
    Masterclass Lead: Jordan Goldemeier, Microsoft MVP, Book Author
     
    In 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.
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  • TAKE YOUR SKILLS TO THE NEXT LEVEL

    From Main Stage Speaker talks to exclusive Product Demos, to 5 Masterclasses you CANNOT afford to miss.

    GET ACCESS

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© 2022 All rights reserved. The Financial Modelling Summit is managed and hosted by DATEL Productions Ltd (Global Excel Summit organisers), Full Stack Modeller and the Financial Modelling Podcast.

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