Join us to hear from investor, advisor and corporate finance specialist Matthew Costello as we explore the practical applications of AI in financial modelling and analysis, including real-world use cases of applying AI tools to streamline model building, enhance analysis, and automate data extraction. He (more…)
When you take over someone else’s Excel file, there’s a real risk that you could be inheriting their mistakes as well! So before using the file, or relying on its calculations, it’s a good idea to check it thoroughly for errors. Overlooking even simple mistakes can lead to significant issues later on! Join us to hear from Excel specialist, (more…)
The introduction of dynamic arrays is one of the biggest changes to Excel in recent years, and particularly impacts financial modellers. Join us to hear from financial modeller, James Buist who will show us how to get the most from Dynamic Arrays with practical, time-saving techniques. We’ll cover smarter flags and (more…)
Does anyone else feel like the bar is continually being raised when it comes to technical Excel skills? Back when I first started out, you were considered “advanced” if you knew VLOOKUP and could build a decent PivotTable. Excel was simpler back then and it wasn’t difficult to stand out and become “the” go-to Excel person in the office.
Nowadays, the expectations feel very different and there are just so many more tools to learn! Should you focus on Power Query, Power Pivot, DAX, Python, VBA, APIs, AI copilots? What about Python? And you’re just expected to pick it up along the way…. no wonder it feels overwhelming. Even for those of us who’ve been doing this for a long time.
But remember; the goal isn’t to know EVERYTHING. The real skill is learning how to learn; staying curious, adaptable, and willing to put in the work. People often (more…)
💡Don’t underestimate the importance of the look and feel of an Excel model! People get very attached to the way that their file looks, and when I’m building or revamping someone else’s model, I’m very careful to try and stick to the colours, themes and fonts the original builder has used.
It’s tempting to jump in and add my own stamp to the model and that would be fine if the model is mine to maintain forevermore, but usually it’s not. I’m building and improving something that the (more…)
You know those “impossible” charts in Excel that make you groan? The ones finance pros wish were easier? We’re flipping the script. Join us to hear from Microsoft MVP and charting specialist, Laura Szepesi and learn how to take basic charts and make them powerful, clear, and interactive – no bad blood included. Using (more…)
When embarking on a financial model build, it’s important to design it from the outset with the model review and audit process in mind. By adopting good model hygiene and a thoughtful approach that prioritises clarity, consistency, and transparency, you can make it far easier for auditors to trace calculations and (more…)
Profitability is a key metric in any financial model and most modellers will start building their Profit & Loss / Income Statement in Excel. However, building a P&L semantic model in Power BI contains the detail which allows end-users to ask complex questions such as “What was R&D spending, broken (more…)
As artificial intelligence continues to develop, it is important to evaluate current capabilities continually. Watch for for an open discussion on questions like:
• Can we yet rely on AI to build financial models for us?
• Could AI help us to review financial models? (more…)
If you’ve come across Power BI/Fabric, you might be wondering whether the Copilot-driven storytelling and automation capabilities are what you need to propel your finance processes into the 21st century! But if you’ve ever tried to use it you might have become quickly frustrated with the seeming lack of flexibility (more…)
