It’s never been more important to have a dynamic financial model to accurately predict business outcomes and forecast volatile economic inputs. Learn to efficiently build an effective and robust financial model based on real-world financial modelling challenges. Incorporate current economic uncertainties into the model in order to take calculated risks and make more informed business decisions.
This course will be held at the following address:
Dominion Theatre
268-269 Tottenham Court Road
London
W1T 7AQ
This course is also included in our two-day Modelling Mastery in Excel bundle course.
This course is aimed at managers and other professionals who need to develop their understanding of the financial drivers of the business, and see how decisions affect an organisation’s financial performance. This course builds on students' existing knowledge of Excel tools and functions and incorporates these into complex and dynamic financial models.
• Forecast modelling best practices.
• Management Reporting to promote accountability.
• Building dynamic variance analysis reports
• Top-down, bottom-up and zero-based budgeting
• Limitations of budgets and critique of the budget process
• Budgeting “Soft” Skills
• Stress-testing
• Break-even scenario
• Sensitivity analysis
During the class, participants will build their own forecasting models to bring a practical application to the skills they have learned.
• Creating a “rolling” forecast with live data
• Phasing and seasonality in forecast models
• Budgeting for Capital Expenditure and Depreciation
• The model will include capex spend, cashflow and depreciation calculations as well as scenarios and sensitivity testing.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Become super-efficient in Excel through intensive use of keyboard shortcuts and best practices to efficiently build an effective and robust model.
Create a financial model based on real-world financial modelling challenges. Incorporate current economic uncertainties into the model in order to take more calculated risks and make more informed business decisions.
Identify correct economic inputs to model and deal with fluctuations. Quantify uncertainty in forecasting models with stress-testing, what-if analysis and risk analysis techniques.
Explore the several different ways to perform scenario and sensitivity analysis in Excel and learn to model in detail the complex but most commonly used methods of showing scenarios using a combination of formulas and drop-down boxes.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Click on the link below for full details of our "Financial Modelling in Excel" course:
https://globalexcelsummit.com/
product/financial-modelling-in-excel
Click on the link below for full details of our "Budget and Forecast Modelling in Excel" course:
globalexcelsummit.com/product/
budget-and-forecast-modelling-in-excel
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Software used
The course is demonstrated using the latest version of Excel for Microsoft 365 but participants can use whichever version of Excel they are most comfortable with. The course materials include additional instructions for prior versions of Excel, and Excel for Mac users are also catered for. Each delegate must bring their own laptop with their preferred version of Excel installed.
Course Materials
Each participant will receive 50+ downloadable Excel sheets and models as well as a copy of both “Using Excel for Business and Financial Modelling” and “Financial Modeling in Excel for Dummies” written by your presenter Danielle Stein Fairhurst.
Danielle Stein Fairhurst is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. She is a LinkedIn Learning Instructor and in 2021 she first received the Microsoft Most Valuable Professional (MVP) award. In 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.
She is a Chartered Financial Modeler (FMI), holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and has taught management accounting subjects at the University of Sydney.
Robert Cipriano
-
Next Payments
“I liked the caring, patient and extensive knowledge of the trainer”
Funds Manager
-
Sydney
I liked how enthusiastic Danielle was and how attentive she was in ensuring that everyone was keeping up and understanding the processes/formulas. I learnt many new excel shortcuts that will come in very handy even outside of producing financial models. I really liked the case study. I found everything useful, but I really appreciated the added explanation at the end of the workshop of some excel data functions (stock, geography, etc.) on top of the regular financial modelling content.
Get to grips with Excel’s advanced features in a series of beginner-friendly sessions. You’ll grasp the basics of VBA, PivotTables, and Power BI to automate tasks and build dashboards.
Introduction to VBA
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert battles complete the day!
Opening keynote by Microsoft
Opening keynote by Leila Gharani
Top 5 tips & tricks for actionable reporting in Excel
How to use Excel as a no-code app builder
Excel beyond expectation: glimpse the future of Excel
Panel discussion: Excel in education
Going Rogue in Excel: doing what you gotta do to get
what you gotta get
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
Beyond expectations: financial modelling with dynamic arrays
The must-have Excel formulas in the finance Industry
Error checking for financial models; Or how to avoid being the next reporting disaster
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, 3D animated wireframes, and write DAX expressions for true flexibility!
Advanced sales analytics using Data Analysis Expressions (DAX) in Microsoft Excel.
Improve your dashboards with custom charts
The power of colour in data visualisation
How to build a 3D wireframe animation in MS Excel?
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
50 Shades of Dirty Data - How Power Query is the best laundry powder there is
Tearing down the 5 pillars of Excel inefficiency
Power Pivot and Power Query, the dynamic duo in data analysis
Implementing key design & DAX techniques in Power BI to enhance business insights
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
Panel discussion: Is VBA dead or alive?
The end of PivotTables in Excel
Copy/paste chart settings with VBA
Power up with 10 NEW Excel functions
Dynamic arrays, a LIFE changer
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
The Global Excel Summit event and course content is for YOU if...