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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

 

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
  • WELCOME

    The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and executives to those who are just starting their financial modelling journey.

     

    The event is brought to you by:

    Full Stack Modeller

    Event Host

    Global Excel Summit

    Event Host

    Event Host

    Event Host

  • THE EVENT

    A three-day virtual event, dedicated to supporting the growth and development of financial modelling globally.

     

    ✚ Live Speaker Sessions (Theme: From Numbers to Insights)

    ✚ Expert panel discussions

    ✚ Q&A with leading solution providers

    ✚ Networking

    ✚ The 2022 Financial Modelling Awards

    2,000+

    Delegate Reach

    50+

    Countries Represented

    3

    Live Days

  • EXPLORE EACH DAY

    This year we are looking at a Numbers to Insights journey. Learn how to create models that empower decision-makers with meaningful and effective insights.

     

    Day 1

    Numbers Track

    Day 1 of the Summit will focus on the numbers that drive our insights. We will talk about:

     

     

    ✚ The fundamentals of financial modelling and valuations

    ✚ Multidimensional table based modelling

    ✚ Three statement modelling in Power BI

    ✚ Modelling for crypto

    ✚ And more

     

    Day 1 will also include a panel session about Women in the Financial Modelling Industry.

    This track is supported by:

    keySkillset logo

    Day 2

    Insights Track

    On Day 2 we will turn our attention away from the numbers and toward the insights our models derive. We will cover:

     

    ✚ The fundamentals of presentation

    ✚ Data visualisation and Data analytics

    ✚ Finance business partnering

    ✚ Legals and commercials

    ✚ And more

     

     

    Day 2 will also include a panel discussion on the latest Modelling Tech.

    This track is supported by:

    Lumel Logo

    Day 3

    The Awards

    On Day 3 we will present the winners of the Financial Modelling Awards 2022.

     

     

    The Financial Modelling Awards have one purpose: to celebrate professional financial modelling.

     

    Building on the success of the 2020 and 2021 Awards, this year we are going bigger and we can't wait to review the submissions and celebrate the success stories in our industry.

     

    Learn more

    The Awards are presented by:

    Full Stack Logo
    FULL AGENDA
  • THE INDUSTRY EXPERT SPEAKERS

    A global roster of certified experts, industry leaders and Microsoft MVPs.

    Bill Jelen (MrExcel)

    Author of 60 Books

    18x Microsoft MVP

    April Dunnam

    Power Platform Advocacy Team Lead, Microsoft

    Liam Bastick

    Founder at SumProduct

    11x Microsoft MVP

    Ian Schnoor, CFA

    Executive Director at Financial Modelling Institute

     

    Andi Lonnen

    Financial Trainer, Speaker & Author at Finance Training Academy Ltd & FBP Academy

    Rickard Wärnelid

    Infrastructure, Energy & Environment -

    Partner, Mazars

    Jordan Goldmeier

    Data Science for Everyone - Author, Becoming a Data Head - Microsoft MVP - EMT

    Roderick McKinley

    Tokenomics Advisor, Freelance Problem Solver, Digital Nomad

    Hedieh Kianyfard

    Author of Financial Model Detective Book

    John Pauler

    Chief Growth Officer at Maven Analytics

    Gopal Krishnamurthy

    Founder and CEO at Lumel

    Danielle Stein Fairhurst

    Principal at Plum Solutions

    Book Author

    Brian Egger

    Global Head of Financial Modeling, Senior Gaming/Lodging Analyst at Bloomberg LP

    Craig Hatmaker

    Founder of Beyond Excel

    Information Technology Director at Town of Christiansburg

    David Brown

    Managing Partner, dbrown Consulting &

    International Consultant, World Bank

    Alli Torban

    Information Designer who helps researchers spread their ideas with visual clarity | Host of Data Viz Today Podcast

    Julie Scotto

    Legal Expert

    Iain Morrow

    Founder, Openbox

    Hillary Smart

    Associate Director, Operis

    Gianluca Bisceglie

    Founder and CEO, Visyond

    Alastair Matchett

    Managing Director, Financial Edge Training

    Stephanie Annerose, CFA

    Director - Energy & Power Investment Banking at Piper Sandler

    Tim Demoures

    Managing Director at Eloquens.com and Author - EIP Strategy Framework

    Thavash Govender

    Data and AI Specialist - Microsoft - Strategic Accounts

  • RECORDINGS ACCESS NOW OPEN

    Your all access pass to join the "Replay" area of our virtual event platform.

  • THE FUTURE OF FINANCIAL MODELLING

    Supported by the biggest names in the industry.

    FULL AGENDA
  • THE VIRTUAL FINANCIAL MODELLING

    EVENT OF THE YEAR

    Hopin is a fully immersive, virtual venue with multiple interactive areas that are optimized for connecting and engaging users. Move in and out of rooms just like you would at an in-person event. Here is a sneak peek into what to expect:

    Build your own agenda and chat with our audience in the Reception area.

    Check out what's live at any particular moment; personalise your agenda; and schedule meetings with fellow financial modellers in just a click.

    Get actionable strategies towards success on our Main Stage.

    Join our handpicked financial modelling experts and 2,000+ attendees for in-depth speeches, panel discussions, product demos and live Q&A sessions.

    Discover new connections in our Networking space.

    Discover new connections over one-on-one video chat. Networking lets you connect just like you would at an in-person event.

    Stay on top of breakthrough technology in the Expo Hall.

    Discover the latest financial modelling tools, add-ins and applications to revolutionize your workflows and optimize your results.

  • FAQs

    Looking for additional details? Check out our Frequently Asked Questions to find out all you need to know about the Financial Modelling Summit 2022.

    Who can attend?

    Where will the event be held?

    Do I need to download or install any software?

    What time does the event start?

    Is a webcam required?

    How do I log in?

    What can I do at the virtual event?

    What is the name of the virtual platform you will be using to host this event?

    Who will I be able to chat with?

    Who do I contact if I have trouble logging on the day?

  • EVENT PARTNERS

    Meet the official event sponsors of the Financial Modelling Summit 2022.

    keySkillset website logo

    keySkillset

    NUMBERS Track Partner

    KeySkillset is an online guided simulation learning platform that makes learning technical skills far easier. We have courses on Microsoft Excel, Financial Modelling and Python with many more to come.

    Lumel Info River valQ Logo

    Lumel

    INSIGHTS Track Partner

    Lumel (formerly Visual BI) serves over 2,000 customers globally in driving business productivity and performance management with its add-on solutions on top of the major BI platforms like SAP BI and Microsoft Power BI.

    FE Training Logo

    Financial Edge Training

    NUMBERS Product Partner

     

    Financial Edge is Wall Street's #1 training provider. We're chosen by the world's top 4 investment banks to train their teams, and trusted to help educate the best finance professionals in the world. From financial modelling to valuation to private equity, we offer world-class learning online for finance students and professionals alike.

    Visyond Logo

    Visyond

    INSIGHTS Product Partner

     

    Visyond is a cloud platform that takes your Excel model as an input and builds interactive what-if analysis and predictive dashboarding workflows on top of it.
    It reduces the risk of errors and provides insights in minutes, saving countless hours every month.

  • PARTICIPATING COMPANIES

    Meet the companies you will get the chance to meet virtually during our live event on 5-7 October 2022.

    Financial Edge Training

     

     

    KPMG at Financial Modelling Summit Logo

    KPMG

     

     

    Financial Arena Logo

    Financial Arena

     

     

    FMWC Logo

    Financial Modeling World Cup

     

     

    Full Stack Modeller

    Host

     

    Visyond Company Logo

    Visyond

     

     

    Lugano Software Logo

    Lugano Software

     

     

    Schematiq Logo

    SCHEMATIQ

     

     

    Openbox

     

     

    Financial Modelling Podcast

    Host

     

    Lumel company logo

    Lumel

     

     

    Maven Analytics Logo

    Maven Analytics

     

     

    Eloquens Logo

    Eloquens

     

     

    Project Finance Institute

     

    Global Excel Summit Logo

    Global Excel Summit

    Host

     

    keySkillset company logo

    keySkillset

     

     

    Wisesheets Logo

    Wisesheets

     

     

    Financial Modelling Institute Logo

    Financial Modelling Institute (FMI)

     

     

    Gridlines Logo

    Gridlines

     

     

Contact Us

Become a Partner

 

Privacy Policy

© 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.

Terms & Conditions
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Terms & Conditions
TERMS AND CONDITIONS
These Terms and Conditions were last updated on 2 August 2022.

1. INTRODUCTION
1.1 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), Full Stack Modeller (no. 12753914 with a registered address at 6 Lawson Close, Saltford, BS31 3LB, 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 15 October 2022.
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 5-7 October 2022 with 1 year of 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 15 October 2022.


2. EVENT REGISTRATION & PAYMENT
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 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. EVENT REFUNDS
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. EVENT PLATFORM ACCESS
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. PROPRIETARY RIGHTS
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 Hopin. 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 Hopin'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. DATA SHARING
6.1 By visiting a Sponsor/Exhibitor company profile or attending a Sponsor/Exhibitor speaking session 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. SESSION RECORDING
7.1 All Guest Speaker sessions will be recorded to allow on-demand 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 15 October 2022 for a fixed fee.

8. EVENT PARTNERS 
8.1 Event Partners agree not to re-sell, sublet, or otherwise transfer the ownership of the virtual exhibitor / company profile 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 exclusive 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. DIGITAL PRODUCTS
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 2022 Event content is available for purchase / download from 15 October 2022 for a fixed fee that is inclusive of VAT.
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. CONFIDENTIALITY
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. LIABILITY
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.

12. THIRD PARTY RIGHTS
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.

13. GOVERNING LAW AND JURISDICTION
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.

14. FORCE MAJEURE
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.

15. RIGHT OF REFUSAL
The Organisers reserve the right to refuse any registration application for the Event.

16. PRIVACY AND DATA PROTECTION
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.

17. CONTACT US
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. 
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