Financial Modeler's Corner

Listen to competitors share why learning Excel is crucial for career success. Andrew Ngai reflects on his hobby turning into a competition at the HyperX arena in Vegas. Students discuss their favorite Excel formulas and the benefits of financial modeling. Get 15% off Advanced Financial Modeler Accreditation with code 'Podcast' at fminstitute.com/podcast

Excel MVPs share their experiences at the Microsoft Excel Collegiate Challenge. The importance of data cleaning and organization is discussed. Financial modeling skills and contestant introductions are highlighted. Benjamin Weber shares his experience and excitement for upcoming competitions. Excel's role as a foundational tool for data analysis is emphasized. The new features in Excel, such as lambdas and dynamic arrays, are explored and their benefits in financial modeling explained.

Sam Sivarajan, a Speaker, Wealth Management Consultant, and Behavioral Scientist, discusses his experience in telecom, advice on balancing art and science in modeling, making smart assumptions, critical thinking in modeling, and controversial modeling issues. He also shares insights from his books and emphasizes the importance of decision-making and validating assumptions in financial modeling.

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally.   In this LinkedIn Live, Paul Barnhurst is joined by three amazing Modelers, Dave Hallwood, Giles Male and Rafa ë l Le Saux.   Dave is the Group Finance Director at Aldrich Group Ltd . He is a Chartered Certified Accountant, Commercially minded with a background in Accounting and Business in SMEs Dave took the AFM last year and the CFM this year. Giles Male is a co-founder of Full Stack Modeler - an award-winning training program and community for Modelers at every level, with an opportunity to gain Full Stack Modeler accreditation. He will also be taking on a limited number of coaching clients in 2024. Giles took his AFM 2 years ago and is awaiting the result of CFM. Rafaël Le Saux is a Director and Valuation & Modeling Advisory Lead at PwC Luxembourg / LVPA Board Member. He is passionate about Valuation and Modeling disciplines and has piloted his professional path toward amassing sufficient knowledge to support clients in solving complex valuation problems across different asset classes, industries, and geographies.   Listen to this episode as the guests talk about: Their experiences in Modeling. The value of Financial Modeling Accreditation.How to improve your Financial Modeling skillsTheir position on controversial modeling issues, including circular references, dynamic arrays, modeling standards, AI in modeling, and more. Quotes:    “this job is about people, it's about talking to people, it's about giving them information instead of data”   “One of the really good things about FMI is if you have got both AFM and CFM on your CV, that’s the level of credibility that reflects what you are doing.”   "Simple is hard, complex is easy"  Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.   Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit.    Follow Dave:     LinkedIn - https://www.linkedin.com/in/david-hallwood-fcca-87270449/ Follow Giles:     LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/Apply to get Coached - https://fullstackmodeller.typeform.com/to/RezB1GRA Follow Rafaël: LinkedIn - https://www.linkedin.com/in/rafael-le-saux/   Follow Paul: Website - https://www.thefpandaguy.com/    LinkedIn - https://www.linkedin.com/in/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguy Twitter - https://twitter.com/TheFPandAGuy YouTube - https://www.youtube.com/@thefpaguy8376    Follow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true   Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984    In today’s episode:   (00:22) Intro; (00:46) Background of the guests - Dave, Giles, Rapha ë l; (02:36) How did they become interested in building Financial Models?; (06:40) Rapid Fire; (14:55) What led these guys to take the FMI?; (21:45) Why are they a fan of Financial Modeling World Cup?; (23:36) How FMI helped them professionally?; (24:45 - 25:30) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad); (27:18) What makes FMI unique?; (37:36) When must someone take AFM and CFM?; (41:03) FMI as a part of regular Graduation; (46:08) Advice on being a better Financial Modeler; (49:26) Connect with Dave, Giles and Rapha ë l ; (50:40) Outro

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Dr. Andy Temte .   Dr. Andrew Temte, CFA, is the former CEO of Kaplan Professional and author of “Balancing Act: Teach, Coach, Mentor, Inspire,” and "The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows." He is also a board member and senior advisor at the FMI.   A thought leader on financial education and issues related to organizational health, continuous improvement, and workforce re-skilling, his articles have appeared in a number of media outlets, including Chief Executive and Chief Learning Officer.   This blend of higher education and professional education experience gives Dr. Temte a unique perspective when it comes to financial education and financial modeling   Listen to this episode as Andy shares:  His learning from the worst models he has come across.His experience reviewing financial models for acquisitions.His experience as a Member of the Board of FMI.The value of Financial Modeling Accreditation.Why he wrote his book ‘The Balancing Act’.His position on controversial modeling issues. Quotes:   “FMI is one of the only institutes that’s delivering a truly experiential credentialing process.”   “At the end of the day, modeling is about communication because you're helping communicate insights, derived from data and assumptions to drive behavior or changes or decisions. And so it's all about communicating.” Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.   Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit.    Follow Andy Temte:     LinkedIn - https://www.linkedin.com/in/atemte/ Podcast - Balancing Act Website - https://www.andrewtemte.com/   Andy’s books:   Balancing Act - https://www.amazon.com/Audible-Balancing-Act/dp/B0CFCZT4HN/ref=sr_1_2?crid=17K8UI3208G9Q&keywords=Andy+Temte&qid=1701342458&sprefix=andy+temte%2Caps%2C150&sr=8-2   The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows - https://www.amazon.com/Balanced-Business-Organizational-Accountability-.   Follow Paul: Website - https://www.thefpandaguy.com/    LinkedIn - https://www.linkedin.com/in/thefpandaguy/  Instagram - https://www.instagram.com/thefpandaguy/   TikTok - https://www.tiktok.com/@thefpandaguy  Twitter - https://twitter.com/TheFPandAGuy  YouTube - https://www.youtube.com/@thefpaguy8376     Follow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true   Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984     In today’s episode:   (00:22) Intro; (00:46) Welcoming Andy; (01:05) The worst financial model Andy has ever seen ; (01:52) Andy’s key learning experience from the worst financial model ; (02:45) Andy ’s background; (05:07) Andy’s journey as a professor; (07:16) Andy’s motivation to teach Finance ; (11:02) Time at Kaplan; (13:55) Andy’s views on the CFA program; (17:27 - 18:13) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad); (18:18) Andy’s experience as a Member of the Board of FMI; (20:03) Value of Financial Modeling Accreditation; (25:23) Andy’s motivation behind writing the book “The Balancing Act”; (33:17) What motivated Andy to start a Podcast?; (34:54) Rapid Fire; (37:27) Advice on being a successful Modeler; (39:32) Connect with Andy; (40:10) Outro.

Sebastian Duesterhoeft from Lightspeed Ventures joins CJ Gustafson to discuss Total Addressable Market importance for investors, frameworks for calculating TAM, market maturity, extensibility, and the crucial initial insertion point in business growth.

Brian Egger, Global Head of Financial Modeling at Bloomberg, discusses finding balance in financial modeling, learning from bad models, trends in the industry, and controversial modeling issues. Topics include integrated models, key drivers, collaboration in financial modeling, industry consolidation patterns, and career trajectory insights.

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Emilie Williams.   Emilie holds a Bachelor of Engineering (B.Eng.) in Mining, a Masters degree in (M.A.Sc.), Civil Engineering, a nd has earned her Level I and II FMI modeling certifications.   She has been bridging the gap between mine engineers, operations, finance, and management for more than 15 years. She has real-world, industry experience working on mine project strategies, diagnosing, and solving for factors that lead to project delays and inefficiencies, and creating best-practice tools and models to help her clients manage their operations, costs and realize their objectives.   Listen to this episode as Emilie shares:  Her journey from mine engineer to full-time financial modelHer learnings from the worst models she has come acrossThe unique challenges of modeling in the mining industryHer experience with competing in ESPN’s most recent Excel BattleThe importance of practicing to be a better modelerHer position on controversial modeling issues, including circular references, dynamic arrays, modeling standards, AI in modeling, and more Quotes:   “ The dependencies on physical constraints are not always easy to model. ” "[Attending an FMI Course was] the first time I realized that there was actually a way to do it and actually the structure of modeling was a real thing, as opposed to, let's just stick things in our Excel spreadsheet …”   Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  Join Paul in Vegas for the FMI World Cup Championship from December 7, 2023 - December 9, 2023 . Sign up for the event today and receive 10% off by using the special code ‘FP&AGUY10’.Click on the link to register: Financial Modeling World Cup Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit.  Follow Emilie Williams:      LinkedIn - https://www.linkedin.com/in/emilie-williams-06582761/ Website - https://cvmconsultants.ca/   Follow Paul: Website - https://www.thefpandaguy.com/    LinkedIn - https://www.linkedin.com/in/thefpandaguy/   Instagram - https://www.instagram.com/thefpandaguy/   TikTok - https://www.tiktok.com/@thefpandaguy   Twitter - https://twitter.com/TheFPandAGuy   YouTube - https://www.youtube.com/@thefpaguy8376     Follow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true   Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984  

Craig Thompson hosts a special episode featuring Paul Barnhurst, the host of FP&A Today and Financial Modeler's Corner. They delve into the role of FP&A in finance, the strategic importance of financial modeling and decision making, uncovering blind spots in finance, the future of FP&A and financial modeling with AI, the changing role of FP&A professionals, and resources for learning about the space and participating in the Financial Modeling World Cup.

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI)  the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Rob Langrick.   Rob Langrick, CFA, CIPM, is the General Manager of the CFA Program. He was previously Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program.   Before joining CFA Institute, he lead Bloomberg’s finance education division, where he built and launched Bloomberg’s certification product. He began his career as a sell-side equity research analyst in London and, after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York. List to this episode as Rob Shares:His learnings from the worst models he has seen in his career  His experience as an Equity AnalystThe CFA Program and why they modified the program to include new contentThe value of FMI's financial modeling content to the new CFA ProgramThe importance of learning about Financial Models His views on why financial models are one of if not the most important corporate decision making tool Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.   Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit.  Quotes:    “Often the best way to learn something is to teach it to others.” “Modeling is just another branch of logic, reason and rationality.” Follow Rob Langrick:     LinkedIn - https://www.linkedin.com/in/rob-langrick-cfa-cipm-b16736/   Follow Paul: Website - https://www.thefpandaguy.com/    LinkedIn - https://www.linkedin.com/in/thefpandaguy/Instagram - https://www.instagram.com/thefpandaguy/  TikTok - https://www.tiktok.com/@thefpandaguyTwitter - https://twitter.com/TheFPandAGuy YouTube - https://www.youtube.com/@thefpaguy8376    Follow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=trueNewsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984    In today’s episode:   (00:22) Intro; (00:48) Welcoming Rob; (01:00) The worst financial model Rob has ever seen ; (02:33) Rob’s key learning experience from the worst financial model ; (04:20) Rob’s background; (06:28) Rob’s experience as an Equity Analyst; (08:53) What motivated Rob to move into Education; (10:27) What lead Rob to join the CFA Institute; (11:55) Roles Rob had at CFA; (14:33 - 15:19) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad); (15:20) Changes to the Practical Skills Modules; (16:43) People’s response to change; (19:20) Changes apart from Practical Skills; (22:22) The main benefit to Charter Holders; (24:55) Experience with FMI; (26:24) Why is it important for everyone in finance to learn the basics of financial modeling ; (28:33) Rapid Fire; (32:47) Advice to college students; (34:27) Connect with Rob;