Financial Modelling in Modern Excel
Explore the future of financial modelling with the latest tools from Excel forMicrosoft 365.
Ensure your skills are on the cutting-edge and build flexible and dynamic financial models quickly and accurately with dynamic arrays and custom-build LAMBDA functions. Learn to model with confidence and harness the power of Copilot and ChatGPT.
Join Microsoft MVP and FMI Master Financial Modeller, DanielleStein Fairhurst to cut through the hype and focus on the practical implications of the latest features of modern Excel. Don't miss this opportunity to stay ahead of the curve!
What you'll learn?
- Introduction to Modern Excel Tools
- What skills does a financial modeller need in the artificial intelligence era?
- Using Copilot in Excel to build, check and troubleshoot formulas
- Maintaining financial modelling best practice
- Modernising legacy models
- Dynamic arrays as a modelling tool
- The most useful array functions for modelling
- Building flexible model timelines
- Designing a layout to incorporate spill ranges
- Benefits, limitations and dangers of dynamic arrays
- Financial Statements Modelling
- Building financial statements with array functions
- Dynamic debt and depreciation corkscrew schedules
- Dealing within consistent formulas with LAMBDAs
- Avoiding circularity in interest calculations
- Advanced Modelling in Practice
- Harnessing generative AI to assist in model building
- The use of LAMBDA functions in a modelling context
- Applying pre-built custom functions
- Exploring advanced dynamic array techniques
This class will be delivered by Danielle Stein Fairhurst in central London, UK on 18 May 2025.
This training is available as a single Masterclass or as part of our Premium In-Person Global Excel Summit ticket.
What's included
Who is it for
This Masterclass is designed for users who use Excel on a regular basis and are comfortable with using its tools and functions. This course covers the practical usage of Excel Modelling in a budgeting and forecasting context. Whilst a brief overview of tools used in this course is provided, it is assumed that delegates are confident Excel users. This course builds on students' existing knowledge of Excel tools and functions and incorporates these into complex and dynamic budget and forecast models.
- Financial Planning and Analysis (FP&A) Professionals
- Management Accountants
- Financial modellers and analysts
- Business professionals who are eager to improve their Excel Modeling skills
- Finance & Accounting students
Download Course Brochure
About trainer
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 Microsoft MVP, Master Financial Modeler (FMI), LinkedIn Learning instructor and the author of “Using Excel for Business and Financial Modelling”, Third Edition published by Wiley Finance 2019 and “Financial Modeling in Excel for Dummies” second edition published by Wiley in 2022. She founded the Financial Modellers’ Meetup groups, and in 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.
What people think of
Danielle Stein Fairhurst
Great mix of theories & case studies!
Great mix of theories & case studies! Was able to apply the taught knowledge to the case studies that reflect real-life example (of) financial analysis.
A perfect addition to my existing Excel skills!
I like that the course went through essential Excel functions and shortcuts, which provided an excellent refresh to both new and experienced excel users. There were new formulas such as XLOOKUP, Sparklines and Developer tools and many more that were taught which was a perfect addition to my existing Excel skills. The course was straightforward, provided a good foundation and provided ways to think about completing the solutions critically.
Course contents
Danielle Stein Fairhurst
Training requirements
To gain the full functionality of new Excel features such as dynamic arrays utilised in this Masterclass, participants must be using Excel for Microsoft 365 or Excel 2021.
Each delegate must bring their own laptop with their preferred version of Excel installed.
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If you continue experiencing issues, you can send it to us via email to info@globalexcelsummit.com
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