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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
  • BIGGER AND BETTER IN 2021

    We want to attribute the success of this year's event to the global community of financial modelling professionals who joined us from over 85 countries. This year was bigger than ever and next year we plan to continue this amazing growth!

    THE EVENT PROGRAMME

    1. WORLD CLASS FINANCIAL MODELLING CONTENT

    It's like 4 events in one.

    This year's summit focuses on the technical and non-technical skills needed to go from ordinary to extraordinary as a financial modeller. Our Speakers are handpicked financial modelling and business growth professionals, who came together to share their insider knowledge and actionable strategies towards success.

  • Get access to over 20+ live sessions, covering a broad range of topics across 4 Main Stage tracks with our 30 days on-demand access. Detailed agenda, available here.

    1

    Fundamentals of Excel and Financial Modelling

     
    Our fundamentals of Excel and Financial Modelling track will cover some of the core skills every modeller needs:
     
    ✔︎ Financial modelling best practices
    ✔︎ Excel Tables & Structured Referencing
    ✔︎ A journey through Excel automation
    ✔︎ Power Query in modelling
    ✔︎ Inheriting Financial Models
    2

    Advanced Financial Modelling

     

     
    The advanced financial modelling track will cover key topics, including but not limited to:
     
    ✔︎ Business valuations
    ✔︎ Translating the results of analytics into business decisions
    ✔︎ Financial model reviews
    ✔︎ One model approach
    ✔︎ Building the FMI exam model
    3

    Soft Skills and Visualisation for Modellers

     
    This track focuses on the softer skills modellers need to go from ordinary to extraordinary. Topics include:
     
    ✔︎ Storytelling for financial modellers
    ✔︎ Teaching tough technical topics
    ✔︎ Charging for models
    ✔︎ Cleaning up your model junk
    4

    Careers, Leadership, Work-Life Balance

     
     
    Our fourth track focuses on YOU - not the modeller but the individual behind the spreadsheets. Topics include:
     
    ✔︎ Integrating best practice financial models with Power BI
    ✔︎ Delegation
    ✔︎ Entrepreneurship
    ✔︎ And much more
  • 2. INDUSTRY AWARENESS

    Find the solution provider you have been looking for.

    The Expo Hall area is our virtual vendor booth exhibition hall, where our delegates connect and engage with a range of financial modelling solution providers. Valuable, long-lasting relationships with industry-leading finance professionals from around the world are built and nurtured.

  • 3. NETWORKING

    The networking event of the year.

    Meet the financial modelling industry elite. Discover new connections over one-on-one audio or video chat. Networking lets you connect just like you would at an in-person event. Our event platform's connection discovery tool pairs people up, based on specific pre-determined tags.

  • 4. CAREER AND DEVELOPMENT

    Looking to take your career a step higher?

    Invest in your career growth by taking part in our interactive Lounge sessions. Unsure how to enter the financial modelling job market? Facing challenges as a Freelance professional? Or looking for team members to join your financial modelling startup? We will help you develop and grow in your career.

  • 5. PREMIUM 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:

    1. The Fundamentals of Best Practice Financial Modelling

    2. Introduction to VBA for Financial Modellers

    3. Data Visualisation for Financial Modelling

    4. Financial Modelling for Startups

    5. Project Finance Modelling: Introduction to debt sizing, debt sculpting, cover ratios and debt service reserve accounts.

    Access to Day 3 Masterclasses, available via the Business Pass ticket only.

  • FULL AGENDA
  • LEAD SPONSORS

    This year's event was brought to you with the support of

  • WHO'S SPEAKING?

    An unparalleled lineup of top financial modellers, business executives, YouTube stars and Microsoft MVPs gather together to share their secrets. They present actionable industry insights, and innovative ideas from the financial modelling industry.

    Guy Hunkin

    Principle Product Manager, Microsoft Excel

    Oz du Soleil

    6x Microsoft MVP, LinkedIn Content Creator

    Danielle Stein Fairhurst

    Principal Financial Modeller, Plum Solutions Australia

    Chris Argent

    Founder and MD of GenerationCFO

    Maria Wiedner

    CEO Cambridge Finance, Real Estate Finance & Diversity Expert, CEO Real Estate Women

    David Brown, FCA

    Managing Partner, dbrownconsulting &

    International Consultant, World Bank

    Dimitris Leimonis

    Global Finance expert, Investment Specialist, Consultant, Trainer, Founder, Investor.

    Matthew Bernath

    Head of Data Analytics at Rand Merchant Bank, Host of the Financial Modelling Podcast

    Alastair Matchett

    Founder and Managing Director, Financial Edge Training

    Ian Schnoor

    Executive Director

    Financial Modelling Institute (FMI)

    Harriet Beveridge

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

    Hedieh Kianyfard

    Author,

    Financial Model Detective

    Colin Human

    CEO of GoalFix (Pty) Ltd

    Rickard Wärnelid

    Infrastructure, Energy & Environment -

    Partner, Mazars

    Giles Male

    Director at Clarity Consultancy Services, Co-Founder of Full Stack Modeller

    Kenneth Whitelaw-Jones

    Partner at Gridlines, Co-Founder of Full Stack Modeller and Project Finance Institute

    Neil MacDonald, CFA

    Founder and Director, Forecast

    Jordan Goldmeier

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

    Myles Arnott

    Director at Clarity Consultancy Services, Co-Founder of Full Stack Modeller

    David Thompson, BCom MBA FCPA GAID

    Managing Director, Thompson Group Holdings Pty Ltd (TGH)

    Ian Morrow

    Partner

    Gridlines

    Robin Waite

    Founder of Fearless Business, Business Coach,

    Book Author

    Matan Feldman

    Founder and Managing Partner,

    Wall Street Prep

    Alex Falcon Huerta

    Founder of Soaring Falcon and The Start-Up Practice, ACCA Assembly Member, Xero MVP

    Roderick McKinley, CFA

    Tokenomics Advisor, Freelance Problem Solver, Digital Nomad

  • SPONSORS & EXHIBITORS

    Thank you to our event partners for their support!

    Cambridge Finance

    Lead Sponsor

    Microsoft

    Lead Sponsor

    Wall Street Prep

    Track Sponsor

    Financial Arena

    Supporting Partner

    Financial Edge Training

    Supporting Partner

  • Meet our 2021 Financial Modelling Summit Exhibitors

    Financial Modelling Institute

    Exhibitor

    Microsoft

    Exhibitor

    Corporate Finance Institute

    Exhibitor

    Cambridge Finance

    Exhibitor

    Wall Street Prep

    Exhibitor

    Financial Edge Training

    Exhibitor

    Macabacus

    Exhibitor

    Spreadsheet Detective

    Exhibitor

    Financial Modelling Podcast

    Exhibitor

    Financial Arena

    Exhibitor

    GRID

    Exhibitor

    Full Stack Modeller

    Exhibitor

    Excel World

    Exhibitor

    Project Finance Institute

    Exhibitor

    Global Excel Summit

    Exhibitor

  • JOIN OUR MAILING LIST

    Leave your name and e-mail address and be the first to hear from us on this year's event speaker announcements, ticket availability, and awesome discounts!

Contact Us

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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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