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The Financial Modelling Podcast
The Financial Modelling Podcast

The Financial Modelling Podcast

Learn about the latest trends in financial modelling - from AI and machine learning to automation and model auditing, this is your number one source for financial modelling news, tips and tricks with your host, Matthew Bernath.

Available Episodes 10

In the season 5 finale of the Financial Modelling Podcast, we explore the potential of generative AI in financial modelling. Our guests, Lance Rubin, Hedieh Kianyfard, Danielle Stein Fairhurst and Adrian Miric, discuss the current use of generative AI in finance, its benefits and limitations, and potential use cases for financial modelling. As we wrap up the season, we thank our sponsor, Model Citizn, for their support and encourage listeners to share their thoughts and experiences with generative AI in finance. Join us for this exciting finale episode and gain valuable insights into the future of financial modelling. Don't forget to subscribe, rate, and review the podcast on your preferred platform!

Here is Lance's article that he co-wrote with ChatGPT: https://www.modelcitizn.com/modelling-blogs/2023/3/23/the-implications-of-not-following-a-modelling-standard

In today's rapidly evolving financial landscape, traditional data sources such as company reports, financial statements, and economic indicators are no longer enough to gain a competitive edge in the market. Alternative data, which refers to non-traditional data sources such as satellite imagery, social media activity, web traffic, and credit card transactions, has become an essential tool for investors and financial analysts to make better investment decisions.

In this podcast, we'll explore the world of alternative data with expert John Farrall. Join us as we delve into the world of alternative data in financial modelling and discover how this new frontier of data is reshaping the way we invest and analyze the markets.

How can real-time data be utilised to update financial models in a complicated enterprise environment? How can we prevent organisations from making decisions based on obsolete projections?

Dhanusha Muthukumarana, CEO of POTENZA and a member of the Forbes Technology Council, joins the Financial Modelling Podcast to discuss how data engineering enables accurate and comprehensive financial models.

Season 5 of the Financial Modelling Podcast is sponsored by Model Citizn, a consulting, advisory, and training organisation specialising in financial modelling.

 

Brian Egger, Global Head of Financial Modeling at Bloomberg Intelligence at Bloomberg LP, joins the Financial Modelling Podcast to discuss the Bloomberg Interactive Calculator. As a leader at Bloomberg LP, Brian is at the forefront of innovation in financial data curation and visualisation. We speak about how Bloomberg has excelled at data visualisation for financial decision-making.

Learn how to partner with businesses effectively as a financial modeller (or anyone else!). In this episode, live from the Financial Modelling Summit, Andi Lonnen explains the 9 Cs for effective partnering, including:

  • Connect and Collaborate
  • Communicate Effectively
  • Clear Strategic Thinking
  • Commercial Acumen
  • Change Agent and Challenging the Status Quo
  • Curiosity & Creativity

Andi Lonnen is the Founder & CEO of the Finance Training Academy & Finance Business Partner Academy.

 

Live from the Financial Modelling Summit, Danielle Stein Fairhurst chats to the Financial Modelling Podcast.  Danielle is an accomplished author, trainer, consultant, and the 2022  Financial Modelling Lifetime Achievement Award winner.  This award recognises somebody who has consistently served to move the profession forward whilst raising the profile of financial modelling.  In this podcast, we discuss lessons for entrepreneurs and how to succeed in the creator economy.

Bill Jelen joined us for a chat during the 2022 Financial Modelling Summit. Hear his thoughts on the future of automation, Microsoft Excel and which talk impressed him most.

The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and executives to those just starting their financial modelling journey.

Andrew is the Founder and CEO of the Financial Modeling World Cup, Excel Esports battles, the Microsoft Excel World Championship, and the Microsoft Excel Collegiate Challenge. With eight stages during the year, competitors in the Financial Modeling World Cup model their way to a $25,000 prize. In this podcast, Andrew talks about how Excel became an ESPN broadcast e-sport and provides some tips on how to win the Financial Modeling World Cup

Gopal Krishnamurthy from Lumel and Inforiver joins us to discuss the development of Low and No-Code tools for Financial Modellers.  From reporting and visualisation to simulations and analysis, Gopal discusses adopting these tools and how financial modellers can elevate their skills and efficiency.

Season 5 is sponsored by Model Citizn. Model Citizn helps clients make better decisions that are relevant, informed and purposeful using tools beyond just Excel.

In this special re-release of Episode 2 of the Financial Modelling Podcast, Dario Musso, Co-Head: Infrastructure Sector Solutions at Rand Merchant Bank, talks about Project Finance Models.

The discount code for Project Finance Overview - From Inception to Financial Close is FMP9999.  You can also click here.