Top 12 Functions for Financial Modelling
Product ID : LIBA-0002
Level : Intermediate
Duration : 90 Minutes
Dr Liam Bastick FCA FCMA CGMA MVP
Liam has over 30 years’ experience in financial model development/auditing, valuations, M&A, strategy, training and consultancy. He has considerable experience in many different sectors (e.g. banking, energy, media, mining, oil and gas, private equity, transport and utilities). Liam has headed Ernst & Young’s modelling team in Melbourne and was an Assistant Director in their strategic valuations team in London. He was also a senior member of the UK Post Office’s M&A and strategy teams and has worked for / assisted various other Australian modelling companies including BPM, Corality, Navigator Project Finance, PKF and Sum Product.
He has worked in the UK, Australia, Belgium, Denmark, France, Germany, Hong Kong, Indonesia, Malaysia, New Zealand, Switzerland and Vietnam, with many internationally recognised clients, constructing and reviewing strategic, operational and valuation models for many high-profile IPOs, LBOs and strategic assignments. He is a regular contributor to the American Institute of Certified Public Accountants (AiCPA), the Institute of Chartered Accountants in Australia and New Zealand (CAANZ), Certified Practicing Accountants Australia (CPAA), the Chartered Institute of Management Accountants (CIMA), Finance 3.0 and various LinkedIn specialist discussion groups. He is also an experienced facilitator for CAANZ. Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of the Institute of Chartered Management Accountants (CIMA) and is a professional mathematician specialising in a probabilistic/strategic analysis. Liam has been recognised seven times by Microsoft as an Excel Most Valuable Professional in Excel, one of 103 in the world as at the time of writing.
It’s a common question: if you are building a sophisticated model in Excel, what are the key functions you need to know? This webinar discusses the “dirty dozen” – the top 12 functions professional modellers keep reverting to time and time again. And you’ll be surprised – none of them is particularly complicated.
This topic relates to Best Practice ideas in the financial modelling arena.
This session will discuss the Top 12 functions as identified by the presenter based on over 30 years’ experience in the industry. By attending this session, you will
- Learn which functions are most commonly used in financial models
- Appreciate common errors made during modelling that may be easily avoided using these functions
- Know when some common functions don’t work as intended – and why
- Understand the “Rule of Thumb” and why it should be adhered to
- Realise the difference between inputs, constants, assumptions, variables and functions.
Who Should Attend
Analysts, accountants, spreadsheets and management who want to improve
their modelling skills whilst keeping their workbooks simple, flexible