Global Excel Summit: Mazars presents Keynote session and Masterclass on financial model quality and review techniques

Mazars will be contributing a keynote session and a masterclass to the Global Excel Summit on 9-11 February, sharing our experience in how to improve the quality of financial models.

For discounted pricing, please use the code RICKARD10.

Keynote session: Getting it Right. Process, culture and software required for increased quality in financial models.

Rickard Warnelid

9 February | 12:00-12:45 GMT

Getting it right. Process, culture and software required for increased quality in financial models.

The profound flexibility of Excel enables the creation of comprehensive financial models for complex investments, business cases and strategic plans. A wealth of professionals have dedicated their careers to the construction of these models, and the overall knowledge around best practice, modelling styles and templates have greatly benefited the cause.

Unfortunately the competing factors for quality, complexity and lack of time, have led us to a position where business critical financial models and spreadsheets still have significant errors, resulting in misinformed decisions.

This session will share learnings from Mazars global activities in financial model development and model audit, with a focus on processes, culture and software required for increases quality in financial models.

Masterclass: Review techniques for increased quality in financial models

Leigh Tomlinson

Date: 11 February 2022 | Time: 13.00-18.00 GMT

A structured approach to spreadsheet or financial model review is highly recommend for any professional or organisation using Excel to develop tools to support decision making processes. Through our global model audit practice, and experience from thousands of formal model audits, we have identified common areas of errors. This session will highlight risky areas of any spreadsheet and financial model, while also demonstrating some tangible techniques around how to best identify the issues.

Who is this for?

If you are developing models or complex spreadsheets, and want to improve your systematic quality assurance processes, then this is for you. Alternatively, if you are responsible for a team where modelling quality could be improved then you will also find this session valuable.

What you will learn:

• Increase insight into ‘typical errors’ and how they can be identified
• Learn more about how commercial add-ins for spreadsheet can be a good investment for increased quality
• Understand the native functionality in in Excel which helps you find errors
• Discover dynamic stress-testing functionality to find high-level errors without cell-by-cell review

Disclosure: Using the discount code provided will pay Mazars a small commission.