Financial Modelling Virtual Summit

18 June 2020 (10:00-17:00 BST)

Lead Sponsors


Agenda
10.00 - 10.30

Excel and Financial Modelling

Joe McDaid
Principal Program Manager, Microsoft
10.30 - 11.00

Cloud technologies and the future of financial modelling

Ian Bennett 
Partner, PwC
11.00 - 11.30

Building Budget Models with Confidence

Danielle Stein Fairhurst
Principal, Plum Solutions
11.30 - 12.00

Why forecasting in uncertainty is so hard - and why modelling is the answer?

Lance Rubin
CEO, Modl Citzn
12.00 - 12.30

Property Portfolios: A free lunch without the crystal ball?

Natalie Bayfield
Founder, Bayfield Training
12.30 - 13.00

Financial modelling innovation award presentation

Awards ceremony
13.00 - 13.45

Dealing with Delays: Project finance/M&A/Real assets

Rickard Wärnelid
Mazars, Partner, Energy & Infrastructure
13.45 - 14.30

Understanding Project Risk with Monte Carlo Analysis

Chip Haskell
Lead instructor, Project Finance Institute
14.30 - 15.15

Building Scenario and Sensitivity Analysis: financial prosperity / financial crash

Tatiana Ufimtceva
CEO, KeySkillset
15.15 - 16.00

The intersection of financial modelling and data analytics

Neil Macdonald, CFA           &           Dr. Paul van Loon, CFA
Director & Founder                            Head of Analytics
16.00 - 16.45

Automating financial statement forecasting - what does the future hold?”

Alastair Matchett
Financial Edge Training
16.45 - 17.30

Funding Gap Analysis.

Tim Vipond, CEO                           &         Derrek Tong, VP Financial Modelling 
Corporate Finance Institute                       Corporate Finance Institute

About the Event

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 will focus on Modelling Uncertainty. In response to the current global crisis, we want to ensure maximum accessibility of the summit globally. We are therefore offering places on a "pay what you can" basis. We don't want cost to be a factor preventing anyone from attending. 



LIVE SPEAKER SESSIONS

In light of the current global crisis, it's never been more critical to have a handle on your numbers. Top Financial Modellers, including Danielle Stein Fairhurst, Lance Rubin, Ian Bennett & Natalie Bayfield will share insights and reveal best practices for uncertain times.

VIRTUAL EXHIBITION

The Virtual Exhibition Hall aims to connect event attendees with industry colleagues and global suppliers. Confirmed exhibitors include ICAEW and FAST Standard.

FINANCIAL MODELLING INNOVATION AWARDS

The Financial Modelling Innovation Awards were created to recognise new ideas and innovators in the dynamic field of financial modelling. We will be revealing the names of this year's winners LIVE from the Summit.

"PAY WHAT YOU CAN" EVENT ACCESS

In response to the current global crisis, we want to ensure maximum global accessibility of the summit. We will therefore offer places on a "pay what you can" basis. We don't want cost to be a factor preventing anyone from attending.

Speakers


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.

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. 

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

Darren 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.

Featured Sponsor

Supporting Partners

Exhibitors



 

Why Join?

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

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

Connect with industry colleagues and global suppliers. Whether you're looking to solve a business problem, master a skill or get certified – we've got you covered.

Download free financial modelling resources for leading practitioners.

Attend the first Financial Modelling Innovation Awards.

Hear how financial modelling transcends industries and continents.