The Financial Modelling Podcast

In February 2021 I caught up with Danielle Stein Fairhurst in a live podcast broadcast from the Global Excel Summit (https://globalexcelsummit.com/​).  Danielle Stein Fairhurst is a Financial Modelling Specialist at Plum Solutions, an international training and consulting company based in Sydney, Australia.  Danielle has over 15 years of experience leading courses in Financial Analysis, Data Analysis, Dashboards and Budgeting and Forecasting in Excel. 

Harriet is a passionate believer in using humour to build rapport and tackle important topics. Author of the bestselling business book, ‘Will It Make The Boat Go Faster?', Harriet explains approaching deal-making with humour in this podcast.  You can sign up for her weekly 'Laugh, Learn and Leg Up' emails here: bit.ly/harrietsignup

How should financial modellers charge for model building? In this episode, Robin Waite and I discuss how financial modellers can feel confident to bill for their models and discuss pricing with clients.  Robin explains some pricing tactics and how to approach difficult billing conversations with potential customers.  Robin Waite is a business coach and the Founder of The Fearless Business Accelerator

In this podcast, David Brown (Managing Partner at dbrownconsulting.net) explains the principles to tell a convincing and effective story using a financial model.  David is an experienced consultant and trainer specializing in Financial Modelling and is a Microsoft MVP.  He is also an International Consultant to the World Bank.

David runs both Live-Virtual and self-directed courses which you can check out on www.officetraininghub.com to prepare for your Financial Modeling Institute Certifications. 

In this podcast, David shares advice from his experience valuing hundreds of companies, businesses and major projects.  We speak about the nuances in valuing startups and companies with intangible assets such as a loyal client following or a large social media presence.

David runs his own company providing independent valuation services, strategic consulting, financial analysis, and financial modelling to a range of companies across multiple sectors.

In commerce, he led functions such as Strategy, Corporate Development (M&A) and Finance for a global infrastructure investment manager, a steel manufacturer and energy companies and was the Corporate Finance Lead Director responsible for Business Modelling and Energy Advisory at Deloitte.

He has valued hundreds of companies, businesses and major projects, developed financial models, policies and procedures, been a financial advisor on reforms in the energy, water and port industries and led teams on merger & acquisition projects totalling more than $100 billion.

Mike Newberry, Finance Practice Lead at Accelytics, is an expert in helping companies generate insight to guide C-Suite decision-making and drive business performance.  In this episode, we talk about the challenges faced by finance divisions in moving away from manual tasks to performing analytics that guides business decision making.

In this podcast, Lauren Ayers takes us through the DISC profile to understand a person’s fears, motivators, values and behavioural style using 4 profile factors.  Lauren is an Australian-based business consultant helping to bridge the gap that exists between the cultural and behavioural elements of people with the needs and goals of organisations.

Why do financial modellers not benefit from libraries of existing and audited VBA code or modelling techniques like data scientists do? In this podcast, Iain Morrow from Gridlines and I explore why, and Iain proposes Gridlines' innovative solution.

Bella Funck created the Personal Canvas to help individuals define their purpose, values, passion and vision.  Why are you modelling?  To help build more infrastructure such as schools and wind farms, to value your startup business or to perhaps raise capital to help your company grow?  Bella takes us through the Personal Canvas, while Lance discusses how he found the canvas beneficial.

In Season 4 of the Financial Modelling Podcast, we explore what makes good financial modellers great.  The ability to tell a story.  Being able to model legal nuances.  Closing deals using the financial model as an effective negotiating tool.  These are just some of the skills we reveal as what you need to know to become a financial modelling master.  Season 4 of the Financial Modelling Podcast is sponsored by Full Stack Modeller.