Paul is a leading finance professional and respected authority in financial modeling and FP&A. With over 15 years in corporate finance, he brings experience in forecasting, scenario modeling, strategic planning, and data-driven decision support. 

Paul holds a bachelor’s degree in business from Brigham Young University and both an MBA and a Master of Science in Information Management from Arizona State University, giving him a strong foundation in business, analytics, and technology.

He has earned the FPAC, FPAP, and AFM designations and is recognized as a Microsoft MVP for his knowledge of Excel and contributions to the global modeling community. Through his training and advisory business, Paul teaches teams how to improve their modeling, excel, data visualization, and storytelling skills. 

Paul is also a prominent content creator and host of three industry podcasts including Financial Modeler’s Corner where he interviews professional financial modelers and advances the financial modeling profession globally.

Dr. David C. Brown is an Associate Professor of Finance and the Brian and Clara Franke Chair in Finance in the Eller College of Management at the University of Arizona. 

He is the founder of the Microsoft Excel Collegiate Challenge (MECC), founder and president of the Foundation for Spreadsheet Education, and a Microsoft Excel MVP. 

David has 15 years of experience in developing educational materials for finance and financial modeling courses and is a pioneer in gamifying Excel education. His educational materials are used in multiple universities and have been used by tens of thousands of students around the world. 

David's research has been published in the Review of Financial Studies, the Journal of Financial Economics, the Review of Finance, and the Critical Finance Review and was recognized with the 2018 TIAA Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security. His research has also been featured by the Wall Street Journal, Bloomberg, Forbes, Consumer Reports, Money Digest and ValueWalk. 

David teaches financial modeling at the graduate and undergraduate levels, was a finalist in the 2016 ModelOff Financial Modeling World Championships, has been featured multiple times in Excel Esports on ESPN, and coaches the University of Arizona ConCats, the 2023 MECC World Champions.

Diarmuid is the founder of Early Days Consulting, a data analytics and modeling consultancy.

Previously, Diarmuid worked as a management consultant at BCG London and spent nearly a decade in Deutsche Bank’s Origination and Advisory division.

Diarmuid was the winner at the 2025 Microsoft Excel World Championships in Las Vegas. He was also the champion of the 2021 and 2024 Financial Modeling World Cup.

Diarmuid holds a PhD in Computer Science and is a former CFA Charterholder.

He has made extensive contributions to the field of financial modeling through financial model development, workflow automation, intuitive spreadsheet design, and data-driven decision-making for clients ranging from startups to global brands.

Brian is the Global Head of Financial Modeling and a Senior Industry Analyst at Bloomberg Intelligence, where he covers the gaming and lodging industries. In his dual role, he has managed development and training for the Bloomberg Interactive Model while overseeing BI's North America gaming and lodging equity research franchise. He is also a frequent radio commentator on gaming, sports betting, lodging and travel.

Earlier in his career, Brian was a nationally ranked gaming equity research analyst at Credit Suisse and BMO Capital Markets. A former member of Institutional Investor’s “All-America Research Team,” he was recognized six times as a Wall Street Journal “Best on the Street” analyst. During his twenty-year career on Wall Street, he held positions of increasing responsibility at Goldman Sachs, Credit Suisse, BMO Capital Markets and Topeka Capital Markets.

Brian received a BS in Economics from the Wharton School of the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business. He also taught securities analysis as an Adjunct Finance Professor at Columbia Business School.

Brian was a member of the Board of Directors of Figure Skating in Harlem from 2020-23 and Industry Events Chair of the Executive Board of the Chicago Booth Alumni Club of New York from 2019-21. He is also the author of Social Media Strategies for Investing (Adams Media, Imprint of Simon & Schuster, 2014).

Matan is the Founder and CEO of Wall Street Prep Group, a global leader in financial modeling and finance training for the banking, private equity, corporate finance, and FP&A communities.

For more than two decades, Matan has been at the forefront of how the finance industry learns to build and apply financial models. He has authored many of Wall Street Prep’s foundational training manuals and online programs and has personally trained thousands of analysts and associates across investment banking, private equity, corporate finance, credit, and consulting. His work has shaped the modeling standards used by deal teams and finance organizations around the world.

Under his leadership, Wall Street Prep has grown into a multi-brand, multi-format global education platform that trains tens of thousands of professionals annually. Its programs are used by leading investment banks, private equity firms, Fortune 500 corporations, and more than 300 universities. Through the integration of Financial Edge Training and Euromoney Learning, the Wall Street Prep Group now delivers a global learning ecosystem spanning instructor-led boot camps, digital academies, enterprise upskilling programs, and the Felix learning platform.

Matan began his career as an analyst in J.P. Morgan’s M&A group in New York and later served as an associate in the firm’s Equity Research group. He holds a Master’s degree in Economics from Boston University.

Craig is a Microsoft Excel MVP and the founder of BXL (Beyond Excel), a non-commercial platform dedicated to advancing the standard of best practices in the Excel community. Within BXL, Craig established 5g Modeling, a pioneering initiative that democratizes financial modeling with dynamic arrays. By converting complex formulaic logic into simple, reusable functions, 5g Modeling allows users without special skills to build robust, modular financial models.
 
The driving force behind this initiative is risk mitigation; the combination of dynamic arrays and 5g functions can reduce a model's cell error rate risk by more than 90%. This methodology has achieved significant traction, with hundreds of modelers downloading 5g libraries and companies actively deploying 5g models that have been successfully audited by major accounting firms, including Deloitte and BDO.
 
A retired C-Level executive for both the public and private sectors, Craig brings a unique depth of high-level experience to the modern spreadsheet community. His career trajectory began at the forefront of the digital finance revolution, where he worked as a freelancer modeling mortgage portfolios and developing custom accounting systems (Payroll, AP, AR, GL) for small businesses and non-profits prior to the arrival of spreadsheets.
 
He subsequently joined the corporate ranks, serving some of the world’s largest companies. There, he led strategic initiatives that generated millions in annual recurring bottom-line revenue. Craig attributes his ascent to the C-Suite to his distinct ability to mine granular financial data for opportunities and successfully develop the financial business cases to drive those initiatives forward.

Michael will be joining an infrastructure asset manager, having recently left his position as Operis’s Director of Modelling. He is the reigning world champion of the Financial Modelling World Cup, having previously won the 2024 Microsoft Excel World Championships, the 2018 Financial Modelling World Championships, and also having been voted 2021 Financial Modeller of the Year.

In his new role, Michael will be responsible for growth at one of North America's largest and fastest growing freight rail companies. Before that, Michael specialised in project finance, and his experience spans across all six major continents (and low earth orbit), having worked on almost 200 projects with a total capital value of over $200bn. His innovation in modelling includes an automated model generation platform for Sonnedix, which takes a set of standardised input files and uses them to automatically generate and populate models (which can be run entirely outside of Excel). He also pioneered a 'Dashboard model’ approach capable of easily running portfolio-wide sensitivities which has been adapted to provide portfolio modelling for companies including UPP, Glennmont, ib vogt and GLIL.

Michael graduated from the University of Cambridge with a MA in Economics. He is also a CFA charterholder.

Dr. Eric Kelley is a Professor of Finance at the University of Tennessee. In his research, he studies how traders interact in financial markets and emphasizes the extent to which information is incorporated into asset prices. He has published work in the Journal of Finance, the Journal of Financial Economics, the Journal of Finance and Quantitative Analysis and the Review of Financial Studies and has been presented at top finance conferences such as the American Finance Association and Western Finance Association annual meetings.

Eric teaches Finance students at the Undergraduate, MBA, and PhD levels. In all his courses, he emphasizes quantitative problem-solving techniques and challenges students to create robust scalable models. He is particularly passionate about developing integrated university curricula spanning multiple courses that teach students to build financial models from the ground up using the most innovative techniques available. Eric maintains regular interaction with expert financial modelers so he can help bridge the gap between industry and the academic community.

Eric is also a Microsoft Excel MVP and a Faculty Fellow with the Microsoft Excel Collegiate Challenge. He worked alongside other MECC leadership to create the organization's first regional competitions in 2024 and 2025 and continues to promote Excel-based eSports competitions by writing and testing cases, creating instructional content, and competing in the Microsoft Excel World Championships. Eric also coaches his student Excel eSports team from the University of Tennessee that won the 2024 MECC World Championship and placed sixth in 2025.

Ivayla is a Partner in Deloitte’s Strategy, Risk, and Transactions group, where she leads the Modelling & Insights practice.

Through her work, Ivayla assists clients in their decision-making journey and in solving complex business, data, and transaction issues by providing technical modelling support, as well as key value insights and advice. She has extensive experience in providing advisory services for a variety of purposes, including strategic options analysis, capital allocation, transactions, and financial planning and analysis.

Ivayla’s expertise encompasses a wide array of industries, including financial services, consumer, technology and mining. She has experience working on both domestic and international projects, including in the Caribbean, Japan, the United States, Europe, and the United Kingdom.

Ivayla’s clients include global multi-national corporations and some of the largest companies in the world, as well as many significant domestic institutions.

Ivayla is a Chartered Professional Accountant, a Chartered Business Valuator, a Chartered Financial Analyst, and holds a B.Com from the Queen’s School of Business. She has a working proficiency in French and Bulgarian.

Chris began his career in New York City with FTI Consulting during the height of the financial crisis and spent time on high-profile bankruptcies such as Lehman Brothers and Rescap.

After FTI, Chris went on to work for Hilton Worldwide in an FP&A & Treasury role, where he built the financial model to support a $3.5B CMBS component of a $15B debt refinancing.  While at Hilton, Chris was introduced to several members of Blackstone, which sparked his interest in private equity.

An avid modeler from his early career days, Chris taught himself to build LBO models during his spare time and eventually landed an Associate position at a middle-market private equity firm in Denver.  Chris spent the next several years in middle-market PE before leaving as a VP and going out on his own in 2020.

Today, Chris works with middle-market clients as a fractional resource and is also the founder of Financial Modeling Education, which is his primary focus.  Financial Modeling Education is a self-study program that teaches students to build the detailed, real-life models Chris used throughout his career to acquire and manage private-equity-backed portfolio companies.

Jorge is Adjunct Professor of Finance for Tulane University’s A.B. Freeman School of Business, New Orleans USA, Managing Director at Instituto de Altas Finanzas in Guatemala and managing partner at Pentandra Capital Consortium.

During his career, Jorge has taught financial courses in graduate and undergraduate levels, including Corporate Finance, Capital Budgeting, Risk Management, Financial Derivatives, Investments and Asset Pricing, International Finance, Valuation, and other Financial Topics. He has been Lecturer in the United States, China, Chile, Perú, México, Panamá, and Guatemala.

As Tulane University Professor, he has had the distinction of teaching in some of the best Executive Master Programs, like the PUCP-CENTRUM Global MBA in Perú, Universidad de Chile Global MBA in Santiago, Beijing and Shenzhen for the GS-CASS in China, and Tulane´s Alliance Global MBA at ITAM in México City.

He has been guest speaker, lecturer and Professor of Finance at Tulane University (New Orleans, USA), Universidad Francisco Marroquin, Universidad del Valle, Universidad del Istmo in Guatemala, On-Line Madrid Manuel Ayau – OMMA in Spain, Universidad de Talca (UTALCA-Chile), Universidad de Lima, Perú, Universidad Panamericana (UP) and Tec de Monterrey in México.

He has published several financial books in corporate finance, Project valuation and appraisal and risk management and derivatives. In his professional activities, Jorge has developed several financial models in Excel used for loan approvals, project financial appraisals, equity and company valuations and has used Monte Carlo Simulation intensively on his projects and financial analysis.

He earned his PhD in Finance from Tulane University. In addition, he has participated in several executive education courses at Harvard University, Tulane University, University of Chicago, Boston University, and the Wharton School at UPenn. He holds CFA and AFM designations from CFA Institute and Financial Modeling Institute, respectively and is an active member of CFA Society México.

Scott founded Training The Street in 1999 with the desire to combine his passion for finance and his love of teaching. In addition to his responsibilities as Chief Learning and Strategy Officer and principal, Scott is an instructor, oversees content innovation for TTS, and is a lead relationship manager for the firm. 

Scott began his professional career as an analyst with Merrill Lynch´s M&A group in New York. After gaining transactional experience in a broad range of industries and with a wide spectrum of clients, Scott decided to draw more directly on his teaching gifts.

He began working with Merrill´s Analyst and Associate Investment Banking Training Programs, ultimately becoming the lead instructor, content administrator, and manager. After Merrill, Scott felt a calling to contribute more directly to society and taught at The Field School in Washington, D.C., where he also coached several sports teams. Recognizing a need for analysts to gain a better grasp of financial modeling and corporate valuation, Scott decided to build on his classroom teaching experience and founded TTS to meet a rising demand for high-quality, hands-on instruction in the application of finance theory through real-world simulation.

Ian Schnoor is the Executive Director of Financial Modeling Institute, the world’s only financial modeling accreditation organization.

Ian created the Financial Modeling Practical Skills Module for CFA Institute which is now a mandatory part of the CFA Program.

In 2002, Ian founded The Marquee Group, a leading provider of financial modeling training and consulting, which was sold to Training The Street in 2023. Ian is a passionate teacher who has trained thousands of students and professionals all over the world in financial modeling, valuation, and Excel.

Ian teaches a course called Advanced Financial Modeling at Queen’s University and is a past recipient of the Professor of the Year award in the Master of Finance program at the Smith School of Business.

Ian began his career in the Investment Banking departments at Citigroup and BMO Capital Markets. He holds a Bachelor of Commerce Honours degree with academic distinction and is also a CFA charterholder.

Joe is the Global Head of Training at Houlihan Lokey and a member of the firm’s Human Capital Management department. He has over 30 years of training experience at investment banks, private equity firms,  multinational corporations, and consulting firms as well as many top universities around the world. 

Joe currently leads Houlihan Lokey’s firm-wide intern and full-time training programs as well as continuing development courses throughout the year.

Before joining Houlihan Lokey in 2017, Joe launched his career at J.P. Morgan in the Global Trade Finance Group. He then moved to the Credit Risk Management Group to manage the firm’s primary forecasting and valuation model and to assist in analyzing global credit exposure. 

In 1995 Joe became a full-time instructor in J.P. Morgan’s internal training programs, teaching valuation and the firm’s proprietary modeling throughout its many global locations. Joe was most recently a principal with Training The Street.

In addition to teaching, he routinely advised many Wall Street firms regarding their leveraged buyout models.

Joe holds a B.A. in Economics & Business Administration from Ursinus College and an MBA from Fordham University. Currently he is an Adjunct Professor of Finance at Fordham, where he has won the Dean's Award for Teaching Excellence six times.

With a background in business education and financial advisory work, Andrew has spent much of the last 20+ years pursuing opportunities for individuals to develop their professional competence through engaging and stimulating learning.

Andrew has spent the last 10+ years with F1F9: a financial modelling consultancy with a team based in Gurugram, Delhi and a compelling training offering (both in the classroom and online). He feels lucky to be leading skills-based training courses at their best: intensive, immersive learning supported by well-documented best practice and standards.

Andrew lives for the light bulb moment - when a course participant says "Ah: I get it", and then: "I wish I had known this years ago. It would have spared me so much trouble."

Andrew feels fortunate to have traveled: running courses on all five continents and learning how the core principles of teaching and learning are universal — regardless of whether in Dublin or Dubai. He is also comfortable running courses live online with a very different approach - but one that can be just as effective as being in the classroom.

Prior to teaching, Andrew worked for KPMG Corporate Finance in a financial advisory role (having qualified as a chartered accountant in 1999). He was involved in the UK's programme of PFI / PPP financing, most notably the National Roads Telecommunications Services ("NRTS") project (on behalf of the Highways Agency). He also worked on 2 rail franchises: South West Trains and Wales & Borders.

Andrew’s interest in modelling grew as he engaged with the financial forecasts that supported the projects on which he worked. He grew frustrated at the spreadsheets, frequently wondering why the modeller had made poor design and construction decisions (that consequently made my work unnecessarily difficult). But at that point he had only a half-formed idea of what "good" looked like. He suspected that he too might be making poor decisions.

He has heard a colleague describe it as "the Wild West of financial modelling". And so he is very pleased at the subsequent development of modelling best practices and standards.

Jerome is a Partner and the Head of Model Audit at Forvis Mazars. He has completed a range of assignments across numerous infrastructure and energy sectors including: airports, road, rail, nuclear, solar, wind, social infrastructure and water for a variety of applications including: bid, refinancing and M&A models. He has also provided expert advice in relation to disputes involving financial model errors.

Jerome increasingly operates at the intersection of financial modelling, assurance, and artificial intelligence, with a focus on how AI-enabled tools can enhance model review, governance, and professional judgement while maintaining trust and transparency. He is currently studying for the Diploma in AI for Business at Said Business School, Oxford University.

David Colver co-founded Operis in 1990, and has at different times, been engaged in every aspect of the activities of the firm as it has grown. He now serves as its CEO and Chief Technology Officer.

He had previously spent nine years at NM Rothschild, working initially in advising on project finance transactions in the oil & gas and mining sectors, and later on a number of the privatisations of large utilities in the UK and abroad in which that bank had prominent advisory roles. He then sought experience of strategy consulting with Strategic Planning Associates, a Washington-based firm that is now part of Oliver Wyman, as a valuable preparation for establishing Operis.

David holds a degree in Computer Science from Christ’s College, Cambridge, and has completed the Corporate Finance Programme of the London Business School and Owner-President Management Programme of Harvard Business School.

Patrick is a seasoned finance professional with over 43 years of experience spanning project finance, structured finance, and fund management. As President and Founder of Sharklets, he provides expert consultancy on complex corporate and structured finance transactions, alongside tailored training solutions for organizations.

Patrick is deeply involved and engaged in financial modeling where he actively contributes on community platforms specialized in this topic. His ambition is to continuously progress in the financial modeling pedagogical techniques to spread this true competence as extensively as possible.

Patrick is a Permanent Faculty member at IESEG School of Management, a top European business school based in Paris and Lille, where he teaches finance to BSc, MSc, and Executive Education students. He also serves as Head of the Executive Education program (MSDF), designed to train future CFOs of middle-market companies.

His career includes senior leadership roles at major financial institutions, including Galaxy Management Services, where he served as Senior Project Director for an equity infrastructure fund specializing in transport. He previously held senior underwriting positions at CIFG Europe, Swiss Re New Markets, FGIC, and MBIA Assurance, developing deep expertise in infrastructure finance and financial guarantees.

Patrick brings over 20 years of experience in fund management of alternative assets, private equity, and project finance, and has served as Independent Director for UK-based project companies in the transport sector.

A recognized coach and trainer, he prepares candidates for the CFA, FRM, and AFM designations. His credentials include the CFA Charter, Advanced Financial Modeler (AFM) certification, and the DIF International Corporate Finance Certificate, among others. He is also a TRACOM Certified Coach in SOCIAL STYLES.

Patrick holds a DESS in Banking and Finance, a DESB, and an MBA. His specialty lies in complex financial modeling and the structuring of sophisticated finance transactions.

Judith is a financial modelling specialist with over 14 years of experience in renewable energy financing and investments. She is an expert in financial modelling and M&A, with a strong track record in offshore and onshore wind and solar PV projects across Europe.

She started her career at FMO, the Dutch Development Bank in the Netherlands, specialising in project financing for energy projects in emerging markets. She then transitioned into financial modelling as part of Eneco’s Investment Analysis team. She supported the company in winning offshore wind bids in public tenders, securing project financing, and providing ongoing modelling support for operating wind projects.

After moving to Spain, she continued her career at UKA, an onshore wind and solar developer, and later at Ocean Winds, a joint venture between ENGIE and EDPR. In these roles she was responsible for the acquisition and divestment of onshore and offshore wind and solar PV projects across Europe.

In 2025, Judith founded Aristi Analytics, a boutique consultancy specialising in building and reviewing financial models. She has delivered a wide range of complex projects spanning renewable energy, infrastructure, and financial services. She is a member of the Financial Modelling Cooperative, a network of financial modelling specialists across Europe.

Vaughan leads Teneo’s Financial Modelling team within the Financial Advisory business. In this role, he combines deep financial forecasting expertise with extensive corporate advisory and consulting experience to guide companies and stakeholders through complex, high-stakes and highly scrutinised situations. The team brings together commercial insight with cutting-edge Excel methodologies to deliver a differentiated modelling proposition— producing rapid, innovative solutions in mission-critical scenarios.
 
With more than 20 years’ experience in corporate advisory, finance and restructuring, Vaughan has supported corporates, lenders and investors across a broad spectrum of challenging scenarios, often involving financial distress, regulatory pressure or political visibility. His engagements range from supporting a UK bank through a £17 billion financial mis-selling issue, to developing business-plan forecasts and debt transaction analyses for a $7 billion aircraft leasing company, to assisting an EU sovereign in establishing a distressed-asset bank. His work spans the full breadth of financial modelling—including short-term cash flow forecasting, LBO and transaction modelling, integrated business-plan forecasts, tactical tools, litigation counterfactuals and entity-priority models.
 
Vaughan has significant experience in financial services and has also advised clients in the retail, real estate, manufacturing, technology, energy and transport sectors. He holds an Honours Degree in Commerce from the University of Natal, Durban, and is a qualified Chartered Accountant (SA), having placed 8th nationally in his final Board examination. He was also a finalist in the 2025 UK Excel Championships.

Andrew is the Founder and CEO of Financial Modeling World Cup (FMWC), the Microsoft Excel Collegiate Challenge, and the Excel Esports competition.

He is also the Founder and CEO of AG Capital, a company that provides financial modeling and outsourced CFO services.

Andrew has made extensive contributions to the field of financial modeling through content creation, speaking, writing articles and blog posts, and pioneering events to make financial modeling accessible to a wide audience around the world.

Ryan is a Partner at Forvis Mazars in London, and is an expert authority in financial modelling, in particular specialising in accounting and tax reviews on financial models. Ryan acts as a signing partner on financial close, operational, and refinancing model audit engagements, as well as more atypical model due diligence engagements including ratings models and other investment tools.

Ryan originally trained as a chartered accountant at Forvis Mazars, becoming fully qualified in 2017.

He was a named contributor of the paper “How to Review a Spreadsheet”, as published by the Institute of Chartered Accountants in England and Wales and has more recently co-authored the whitepaper “Credible model audit for the AI era”. He is also currently carrying out research with Cambridge University in the field of sustainability leadership and is a passionate advocate of the energy transition.

Carolina is a global finance leader with more than 25 years of experience in FP&A, strategic financial modeling, and corporate management. Over her career, she has led FP&A initiatives across industries and continents, supporting executive teams with clear insight, disciplined planning, and strong financial judgment.

As the Managing Director of Tactic Financial, she provides financial modeling education and advisory services to companies and finance professionals who want to elevate their analytical and strategic capabilities.

Carolina has coached and trained hundreds of analysts and finance leaders, helping them turn raw financial data into decision-ready models that support budgeting, forecasting, scenario analysis, valuation, and long-term strategic planning.

Known for her pragmatic and business-focused teaching style, Carolina bridges the gap between technical modeling and real-world decision-making. She specializes in simplifying complexity, identifying the drivers that truly matter, and building models that empower organizations to plan with confidence.

Beyond her advisory work, Carolina actively contributes to the global finance community through content, corporate workshops, and speaking engagements. Her mission is to elevate the finance profession by helping analysts and leaders become more strategic, more influential, and better equipped to shape the future of business.

Rafaël is a seasoned valuation and modeling expert with over 16 years of experience in financial advisory and alternative investments. He currently leads Valuation and Modelling Services within PwC Deals and Strategy Luxembourg, where he advises clients on complex valuation matters across multiple asset classes.

Prior to PwC, Rafaël served as Conducting Officer Valuation for Partners Group’s AIFM, one of Luxembourg’s largest in-house AIFMs, overseeing USD 120 billion of assets under management and contributing as a standing member of all four Global Valuation Committees (Private Equity, Private Debt, Real Estate, and Infrastructure). His career also includes more than nine years at a leading professional services firm across France, Australia, and Chile, as well as an Associate Director role at a niche infrastructure fund specializing in Public-Private Partnerships.
 
Rafaël is Vice-Chairman of the Luxembourg Valuation Professionals Association (LVPA), co-leads its Technical Working Group, and serves on the Advisory Board of the EDHEC Infrastructure & Private Assets Research Institute. He is a frequent speaker at industry events and has lectured on valuation topics at ten business schools, including EMLyon, Neoma, and Université du Luxembourg.

He holds a degree from Universidad Adolfo Ibáñez (Chile) and multiple professional designations: CFA Charterholder, CAIA Charterholder, Financial Modelling and Valuation Analyst (FMVA), Advanced Financial Modeler (AFM), Chartered Financial Modeler(CFM), Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), and Certified Valuation Professional (CVP).

Danny Leitch is the founding partner and CEO of Gridlines, and a recognised authority in infrastructure financial modelling and model audit. He has nearly 20 years’ experience advising on and scrutinising financial models used to raise capital, win competitive tenders and support high-stakes investment decisions.

Danny’s career spans senior roles at Ernst & Young and Grant Thornton, where he specialised in PFI and PPP projects across health, education, housing, emergency services and waste, followed by leadership of the Project Finance and PPP Modelling team at F1F9. Across these roles, he led modelling teams on major infrastructure transactions for sponsors, lenders and public-sector clients.

He founded Gridlines in 2018. Under his leadership, Gridlines has supported transactions with a combined value of over $130bn and is trusted to audit and build some of the most complex financial models globally.

Danny brings a rare dual perspective as both model builder and model auditor. His expertise spans model audit, model design, project finance, model structuring and fundraising advice, with a consistent focus on transparency, robustness and decision-useful modelling.

Morten is a seasoned financial expert and Partner at Deloitte, where he leads as Head of Financial Modelling within the Strategy, Risk & Transaction Advisory division. 

With over a decade of experience, Morten specializes in mergers and acquisitions (M&A), offering strategic insights that empower businesses to make informed, data-driven decisions. His proficiency in advanced financial modelling allows companies to optimise their strategies through precise forecasting and risk assessment, fortifying profitability and competitive positioning. 

Morten's career spans notable leadership roles, including his tenures at two Big 4 firms including Deloitte, where he manages valuation and modelling services. His background in foreign exchange analysis at Jyske Bank and strategic consultancy further underscores his multifaceted expertise. 

Holding a CFA charter and the CFM certification in financial modelling, Morten's educational journey includes advanced degrees from Aarhus University, Saint Mary's University, and CFA Institute. 

Morten is dedicated to guiding businesses in navigating industry dynamics and executing transformative transactions successfully.

Giles is a Co-Founder of Full Stack Modeller, helping professionals enhance their skills in Excel, financial modeling, data visualization, and analytics.
He has extensive experience coaching teams from top companies like Bridgewater Associates, PageGroup, Dyson, and DHL Consulting, as well as delivering one-on-one modeling coaching.

Giles has made notable contributions to the field of financial modeling through the development of an extensive training program at Full Stack Modeller, hosting the Financial Modelling Summit, and creating an interview series with industry experts.

He is an active member of the FAST Standard’s Moderation Board and a strong advocate for supporting women in financial modeling.

Andy is a Managing Director in the Decision Intelligence practice at Kroll and leads Kroll’s Business Modelling team globally which he established in 2021. His team works with clients across their full spectrum of modelling needs – deals, raising of finance, bid support, financial planning, valuation and at-scale investment portfolio solutions. His clients include sovereign wealth funds, major global alternatives investors, corporates and financial institutions.

More broadly, Kroll’s Decision Intelligence helps C-suite leaders and boards make strategic, financially significant decisions by transforming complex data into clear, actionable insights. By delivering exceptional analytics and commercial insights at speed, Kroll empowers firms to act with greater confidence – driving growth, performance and enterprise value.

Previously, Andy was an Associate Partner at EY in London where he helped establish and ultimately led the Financial Services Business Modelling team until 2021. During this time, he worked with banking clients across Europe with significant exposure to bank restructuring and insolvency, performing and non-performing loan transactions and regulatory driven change.

Outside of work Andy spends his time with his wife, two young daughters and an unruly dog and is always happy to talk to anyone that will listen about scuba diving, cooking or his favourite boardgames.

Alastair is Managing Director at Financial Edge Training, a leading provider of technical finance education. With decades of experience in investment banking and corporate finance, Alastair has trained thousands of analysts and associates globally, specialising in advanced financial modelling, valuation, and deal analysis. 

Before founding Financial Edge, Alastair worked at J.P. Morgan and 3i. His expertise spans building robust models for M&A, leveraged buyouts, and capital markets, ensuring accuracy and clarity under demanding conditions. Alastair is passionate about elevating industry standards and has contributed to curriculum design for global analyst programmes, blending practical insights with rigorous technical skills. As a recognised thought leader, he frequently collaborates with firms and professional bodies to shape best practices in modelling and analytics.

Ian joined the Institute of Chartered Accountants in England and Wales (ICAEW) as Head of Data Analytics and Tech in March 2022. At ICAEW, Ian looks at the role that data and technology solutions play in the profession, and he supports the ICAEW’s members in their exploration and development of knowledge around technology. 

As part of this, Ian is responsible for the institute's Excel Community with over 40,000 members, making it one of the largest communities of active Excel users in the world. The community provides regular webinars and content focused on supporting finance professionals to make the most of their spreadsheets. Ian also plays an active role in the development and championing of the community's thought leadership, including a highly-respected Financial Modelling code and its recently relaunched Twenty principles for good spreadsheet practice.

Prior to this, Ian worked for over 10 years at PwC UK, specialising in Data Analytics. During this time, he focused on a number of areas including building analytics solutions using SQL and Alteryx, supporting the firm’s award-winning Halo suite of applications, and, more recently, taking a lead role in Data Acquisition across the firm (streamlining the process of obtaining data from clients’ systems). His various roles involved him working across a wide range of audit and non-audit clients, which often saw him supporting the review of complex financial models using a range of tools, as well as having responsibility for hundreds of staff in specialist teams across the UK and abroad. 

At PwC, Ian also played an active role in the development and delivery of several team, departmental and firmwide training courses, with digital upskilling being an area he is particularly passionate about.

Before joining PwC, Ian trained and worked as a music teacher in Greater Manchester, delivering classroom and instrumental lessons to children of all ages. He has kept up his interest for music as a keen amateur musician, playing in various orchestras around London and taking part in amateur theatre productions.

Mark has more than 25 years advisory experience helping clients realise infrastructure projects.  Formerly a senior manager in KPMG Corporate Finance in both the London and Frankfurt offices and a strong focus on financial modelling.

Mark has advised clients in a range of sectors including renewable energy, rail transportation, real estate, passport production and much more. He has developed bid-winning models for private sector clients while at the same time supporting public sector clients in bid appraisal and negotiation.

Since 2014 he has run his own financial modelling company based in Frankfurt-am-Main, Germany and delivers training on diverse financial modelling courses for clients across Europe. He has been teaching financial modelling to business analysts since 2008.

Geoff is the founder of TheInvestmentAnalyst.com, an online finance learning platform.

Previously, he was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1 ranked 10x in the EMEA Institutional Investor Survey. He also built their Ed-Tech platform, the Research Academy.

Before UBS, Geoff was a material equity investor and LBO co-investor in two market-exited training consultancies.

Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distill it to an audience in a digestible and engaging manner.

Geoff is one of eight people globally to hold the Master of Financial Modelling (MFM) designation. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Modelling and Valuation Analyst.

Thomas has 10 years of experience in financial modelling and presenting complex data to senior management. He has led the CAPEX Investment team (12 persons) of the Netherlands’ largest utility company; Eneco. His team was responsible for all renewable project investments; ranging from large offshore wind, solar, power generation and district heating. 

Thomas started his career as a logistics and supply chain consultant and therefore has a quick understanding of complex technological value chains, while also understanding the financial challenges. 

Since 2021, Thomas is an independent consultant focusing on sustainability projects. He left Eneco since October 2023 and is now fully focusing on sustainable energy projects, regenerative agriculture and (agro)forestry. Thomas is also a Co-Founder of the Financial Modelling Cooperative, which has been formed in 2024, a network of independent financial modelling specialists across Europe formed with the intention to provide the best financial modelling services possible.

His latest projects cover a wide range of green topics: night train operations, hydrogen plants, seaweed (kelp) farming and rewilding, agroforestry, desert regreening, investing in food forests and more.

He is currently the financial advisor for the largest regenerative farm in the Netherlands, helping farmers in transition towards a more resilient, sustainable and profitable business model. Including providing accurate financial models for restructuring and refinancing their farming businesses.

Hilary is based in Operis’s London office and has fifteen years of experience in financial modelling.  She was the winner of the 2013 ModelOff world championships and wrote questions for the competition from 2015-2018.

Hilary’s expertise is in financial modelling for project finance, and covers transaction modelling, operational monitoring and portfolio valuations. She has extensive experience in model audit as well as in building and adapting models. She now helps to train the team at Operis and has designed and delivered  in-person training for many of the London based banks.

In her time as Portfolio Analysis Manager at a biomass operator she created a portfolio model which could be used to monitor the assets in a standard format. She populated this based on existing models for all the plants, and fully reconciled outputs of the new model with the existing ones, which were all in different formats. This streamlined the quarterly valuation process and ensured that historic information could be reliably incorporated into the forecasts.

She holds a MMath in mathematics from Cambridge University.

Scott is a Chartered Accountant, private equity consultant, and financial modelling specialist with more than 30 years’ international experience across private equity, corporate finance, and advisory roles. He has built, reviewed, and audited complex financial models for investment appraisal, valuation, M&A, restructuring, and long-range forecasting across the Middle East and the UK.
 
After qualifying as a Chartered Accountant in the UK, Scott worked with Big Four firms in corporate finance and restructuring before relocating to the Arabian Gulf. He initially joined Transaction Advisory before moving into private investment banking, holding leadership roles at Unicorn Investment Bank and Qatar First Bank. Over his career, Scott has led and executed multi-million-dollar transactions across sectors including real estate, retail, and energy, and has developed and reviewed financial models underpinning billion-dollar deals.
 
A Chartered Accountant (ICAS), Scott also holds the CFM (FMI), CF (ICAEW), Chartered MCSI, and FMVA designations. His modelling expertise spans greenfield and brownfield projects, leveraged transactions, scenario-based forecasting, due diligence, and model optimisation to support high-stakes decision-making. He has advised boards, executive teams, and investors using rigorous analytical and modelling methodologies.
 
Scott currently works with clients in Qatar and London, combining strategic finance leadership with deep modelling expertise to support investment decision-making. He brings an accountant’s perspective to financial modelling and is an active contributor to the Financial Modeling Institute as a content creator and CFM exam question writer.

Marli is a financial modelling specialist with over 20 years’ experience in corporate and infrastructure finance. Originally from Cape Town, she qualified as a Chartered Accountant with Deloitte in 2009 and attained her CFA charter shortly thereafter.

Relocating to London in 2010, she transitioned into financial modelling as a member of PwC‘s Transaction Services team. After initially focusing on M&A and loan portfolio valuations, she subsequently joined a leading infrastructure consultancy where she developed deep expertise and a genuine passion for project finance modelling.

In 2016, she founded Near Future, a boutique financial modelling consultancy delivering best-in-class, director-led financial modelling services to infrastructure investors and corporate clients. At Near Future, Marli leads complex model developments and independent model audits for transactions across Europe and Africa, with a particular focus on renewable energy and digital infrastructure. 

Marli is an accomplished trainer who has delivered financial modelling courses across the globe, including in London, New York and Frankfurt, and presented webinars in collaboration with the FMI. She also authors a blog covering best practice financial modelling as well as energy transition specific topics.

Outside of work, Marli is an enthusiastic cook, wine lover, and mother to an unruly toddler and a sassy six-year-old.

Sebastian is a passionate expert in financial modelling with 25 years of experience in the financial sector and 20 years in realising infrastructure and broader primary sector projects.

His roles included investment and portfolio management, analysis and modelling as well as risk management, so that he looks at every project from several angles. He has a focus on real assets, such as renewables, real estate, forestry, agriculture, shipping, data centres etc. and he was involved in countless transactions providing financial modelling services including tender and project management.

Sebastian has founded Exemplum Financial Modelling in 2021. Based in Luxembourg, Exemplum is providing financial modelling services, such as model build, model review and financial modelling training to individuals and companies of all sizes, inside Luxembourg and in many countries in Europe. Sebastian is also a Co-Founder of the Financial Modelling Cooperative, which has been formed in 2024, a network of independent financial modelling specialists across Europe formed with the intention to provide the best financial modelling services possible.

Until the year 2021, Sebastian has worked for over 15 years for internationally operating medium-sized investment companies and alternative investment fund managers (“AIFMs”) where he developed his M&A, project finance and risk management expertise, and was responsible for the centralised knowledge management, the development and management of inhouse modelling standards, technical model reviews and financial modelling trainings.

Sebastian was accredited as an Advanced Financial Modeller (AFM) by Financial Modeling Institute (FMI) in 2024.

Andrea is Managing Director at Financial Edge Training, a leading provider of technical finance education. Andrea brings over 22 years of experience designing and delivering bespoke finance training programs. She began her investment banking career in the M&A team at Lehman Brothers, overseeing private equity as well as media and technology transactions.

Andrea left the industry to start her instructing career, managing AMT Training globally. She then joined Financial Edge in 2018 as managing director and instructor.

John has 20 years' experience in leading teams of financial modellers in both project and corporate finance - supporting deals and finance for global funds and developers in energy and infrastructure, as well as working capital, valuation and Private Equity deal models for smaller businesses.

John created the BDO modelling methodology, renewed the methodology at Forvis Mazars (building upon the already well-regarded “SMART” methodology), and recently created the methodology for the Lodeum modelling training platform. He specialises in utilising the latest Excel functionality (including dynamic arrays and Lambda functions) to help large global clients model and manage their asset portfolios.

He is a founder of Lodeum, a global online financial modelling training platform, which will launch in 2026.

Sloka is a Director in EY’s Valuations, Modelling & Economics (VME) practice, based in Mumbai. With 15+ years of experience in financial modelling, valuation, and decision support, she leads complex engagements that drive transactions, corporate finance initiatives, and strategic planning.
 
Her expertise spans advanced model builds and independent audits grounded in robust frameworks and disciplined quality controls. Sloka has led 500+ modelling engagements, delivering clear, stakeholder-ready insights and dynamic dashboards. She brings deep sector experience across real estate, infrastructure, power (including emerging technologies), retail, automotive, healthcare, manufacturing, pharmaceuticals, and technology.
 
Specializations include transaction, M&A and bid models, post-merger integration, operational and budgeting models, asset management and monitoring for PE-VC, and pre-IPO models, complemented by strong valuation capabilities for M&A, restructuring, and regulatory reporting.
 
Passionate about giving back, Sloka has delivered 1,200+ hours of financial modelling training through EY’s student and corporate programs and partnerships with leading training institutions across India.
 
She was featured in Episode 2 of EY India’s Capital Queens Series, available on YouTube. Outside work, Sloka enjoys music, reading, and writing.

Mark is the founder and Managing Director of ConvEx, a specialist capital markets services firm providing calculation agency, independent expert opinions and valuation services for a wide range of equity-linked, debt, and derivative transactions.
 
Building and using accurate and efficient financial models is a critical part of his firm’s work in ensuring the calculations their clients rely on are performed accurately and in accordance with the transaction documentation.

Prior to setting up ConvEx in 2012, Mark has more than 15 years of investment banking experience in London, New York, and Toronto, having led the Structured Equity Capital Markets team at UBS. He brings significant transaction experience from around the globe, specialising in equity-linked instruments, bonds and strategic equity transactions. Mark began his investment banking career at BMO Capital Markets in Toronto.

Mark is a London Business School Masters in Finance (MiF) alumnus, and he now sits on the MiF Programme Board. He is a CFA Charterholder and holds a BComm (Hons) from University of Manitoba.

Wouter is the Data, Modeling & Analytics Leader for Food APAC at Cargill, where he builds core data modeling and analytics capabilities across Asia Pacific to provide strategic insight into key business questions.

Before joining Cargill in 2023, he spent 25 years in Professional Services. He started his career with KPMG’s Business Modelling Group in the UK. After moving to Asia Pacific in 2005, he has built multiple regional modeling-focused practices and communities in leadership roles with KPMG in China and EY in Southeast Asia.

Wouter specializes in combining data, modelling and analytics with strategy, commercial insight, analytics, and advisory capabilities to inform business and investment decision-making. Over the years, he has trained and coached hundreds of people around Europe and Asia Pacific in financial and business modelling, analytics and creating insight from data.

Wouter holds a Master’s Degree in Management Science & Operational Research from the University of Warwick (UK), a Bachelor’s degree in Business Economics, Finance, and Accounting, and is a CFA Charterholder.

Chris is a prominent financial modeling specialist and education leader, best known for shaping one of the largest finance training ecosystems in Greater China. Chris has millions of followers across various social media platforms, making him one of the most influential financial modeling educators in Asia.

As Co-founder and Academic Director of PZ Academy, he has led the development of high-impact CFA, FRM, ESG, and financial modeling programs that serve tens of thousands of learners and corporate clients. 
Recognized for his expertise in advanced financial modeling, Chris brings strong capabilities in three-statement modeling, valuation, scenario engineering, and ESG-financial integration. He has trained investment professionals and finance teams from leading institutions, with a reputation for transforming complex analytical concepts into practical, decision-ready frameworks.

Chris has been instrumental in introducing and expanding the FMI curriculum in China, helping establish modern modeling standards and fostering a new generation of analytical talent. His current work focuses on AI-enabled modeling workflows and the future of analytical skills development.

He is committed to contributing his expertise to the growth of the global financial modeling community.

Smith is a partner at SGV & Co. / EY Philippines, with almost 20 years of experience in modeling, valuation, due diligence, and advisory services. He started his career with SGV advising banks on their non-performing asset disposition strategy.  He then moved to focus on energy deals, getting involved in various solar, hydro, biomass, natural gas, coal, and diesel power projects.

Smith has also been involved in urban development/smart cities and projects, and assisted the Philippine Government in the development of its Sustainable Finance Roadmap and Guiding Principles, as delivery partner of the UK Government’s ASEAN Low Carbon Energy Programme.  He has worked with clients in various industries including power and utilities, oil and gas, mining and metals, financial services, consumer products and retail, agriculture, real estate, hospitality, construction, technology, media, telecommunications, healthcare, and transportation.
 
He graduated summa cum laude from the University of Santo Tomas, with a degree in Accountancy.  He is a Certified Public Accountant (CPA), a Chartered Financial Analyst (CFA) Charterholder, a Chartered Valuer and Appraiser (CVA), and a Chartered Financial Modeler (CFM).

Hiroki is a Partner at PwC Advisory LLC in Japan focusing on the Value Consulting and Deals Modelling practice with extensive international experience in the United States, Germany and Japan.

He delivers PwC’s Financial Modeling Masterclass to professionals across the global network.

Hiroki has published numerous articles and books, including a financial modeling book for the Japanese market.

Hiroki drives the integration of financial modelling into the CFO agenda, expanding the strategic role and business impact of financial modelers.

Jeff is the Country Manager (Malaysia) at Sadella Advisory, a Hong Kong-based corporate finance advisory firm specializing in cross-border M&A transactions covering the regions of Asia Pacific, the Middle East and Europe but with a strong focus in Southeast Asia. He leads deal origination and execution efforts in Malaysia and Southeast Asia, working on complex transactions and advisory projects in the region.

Prior to joining Sadella Advisory, Jeff was a Corporate Finance Consultant at Baker Tilly Advisory / Ferrier Hodgson, a leading regional advisory firm. He has been involved in multiple significant transactions and has extensive experience in corporate finance mandates, including business and company valuations, financial due diligence, financial modelling, independent advisory, and strategic business consulting engagements across both the public and private sectors.

Jeff graduated from Universiti Tunku Abdul Rahman (UTAR) and Quantic School of Business and Technology with honours in Bachelor of Finance and Master of Business Administration (MBA) respectively. He is a Chartered Financial Analyst (CFA) and Chartered Financial Modeller (CFM). Notably, Jeff is the first Chartered Financial Modeller (CFM) in Malaysia, a distinction that underscores his exceptional expertise in financial modelling.

Dharshini is the co-founder of the Financial Modelling Centre in Mauritius where she leads the delivery of financial modelling training programs to high calibre professionals. As a Chartered Financial Modeler (CFM) accredited by the Financial Modelling Institute, she brings rigorous technical skills and expertise to her participants.

Dharshini also holds an MSc (with Merit) in Investment Fund Management from London Metropolitan University. Her professional career spans the banking, investment, and global business sectors, where she gained hands-on experience in financial analysis, fund management and strategic decision support.

In her role as Principal Trainer, Dharshini is committed to building efficiency across the financial industry by equipping professionals with practical skills, confidence, and clarity in financial modelling.

Prem was previously the Chairman of MauBank Holdings Ltd. and Co-founder of the Financial Modelling Centre in Mauritius.

Over a 40-year career, he has built dozens of models for projects in asset management, investments, private equity, banking, insurance and accounting.

Prem has written articles and created videos on Excel and financial modeling.

He has also provided extensive financial modeling volunteer contributions to numerous organizations through teaching, content creation and model development.

Matthew is a leading figure in financial modelling, data monetisation and applied analytics. Over the past two decades, he has bridged advanced financial modelling with real world commercial impact, helping organisations unlock value from both their financial and non-financial data assets.

While working in investment banking at Rand Merchant Bank, he structured and modelled multi-billion-rand project finance transactions across sectors including energy, infrastructure and agribusiness. His work included the modelling of landmark South African wind projects, large-scale plant expansions, and complex cross-border advisory mandates. Matthew went on to lead RMB’s data analytics capability to improve decision making across the bank.

Matthew is the founder of Beaumont Sycamore Group and co-founder of Zig Data Platform and Alternata, where he focuses on monetising data ecosystems across retail, financial services, telecommunications, health and mobility. His work spans privacy preserving data collaboration, commercial data product development and strategic advisory for corporates and investment firms. Matthew also hosts the Financial Modelling Podcast which was awarded Financial Modelling Resource of the Year previously.

He is a CFA Charterholder and a dedicated contributor to the global modelling community, blending commercial expertise with a commitment to advancing ethical, practical and impactful financial modelling.

David is a globally recognized strategist, consultant, and advisor with over 25 years of experience driving innovation, financial transformation, and capacity building across industries and continents.

David is the Founder and Managing Partner of dbrownconsulting, a leading training and consulting firm that focuses on financial modeling, data analytics, business process automation, and reporting.

David has been a strategic advisor to boards and senior leaders on digital transformation and AI adoption.

Through the Financial Modeling Academy, David has worked to expand access to financial sector capacity building, financial stability and job creation for Africans.

Colin is one of South Africa’s leading financial modellers, with extensive business experience. He is currently a director of a number of companies, and CEO of GoalFix (Pty) Ltd, a financial management consultancy, which operates specifically in the arena of building complex financial models using Excel, and financial modelling training courses.

Colin has built numerous corporate financial models using Excel as the modelling platform and started his modelling activities in the early 80’s. 

His general management and financial model building activities have involved Colin in a wide variety of business activities ranging from manufacturing to corporate finance.

Ayman is deeply committed to raising the standards of financial modeling across the GCC and globally, building on his experience leading financial modeling engagements at PwC Middle East and contributing to high-impact investment and strategy work within NEOM, one of the world’s most ambitious developments.

As the founder of ModEX, one of the largest Arabic hubs for financial modeling excellence, his mission is to make world-class education accessible through structured learning, professional awareness, and free, comprehensive Arabic courses that did not previously exist in the region.
For more than 15 years, Ayman has supported sovereign entities, government ministries, and multinational corporations in making rigorous, data-driven decisions through transparent, structured, and decision-ready financial models. At PwC, he led complex JV, M&A, and IPO models and delivered feasibility and bankability studies across real estate, energy, culture, entertainment, and infrastructure sectors. Ayman’s work within NEOM’s strategy ecosystem included developing investment cases, partnership evaluations, and scenario-driven models supporting multi-billion-SAR giga-projects.

Alongside advisory work, Ayman has delivered more than 3,000 hours of training to over 5,000 professionals and built a fast-growing modeling community through free Arabic programs on YouTube and Udemy. He also designs and hosts regional Excel, CFO, and financial modeling competitions to elevate modeling discipline and benchmarking across the GCC.

Ayman believes great models must be simple, logical, transparent, and built for decision-making.

Ayman holds the CMA, CFM, FPAC, AFM, FMVA, and CBCA accreditations and remains dedicated to advancing modeling excellence for the next generation.

Kenny is a founding partner of Gridlines and a senior authority in project finance financial modelling. He has more than 20 years’ experience advising on, building and reviewing financial models used to support complex infrastructure and renewable energy transactions worldwide.

Kenny began his career in corporate finance at KPMG and Deloitte, before moving into specialist financial modelling roles. He went on to hold senior leadership positions in boutique modelling consultancies, including Managing Director at F1F9 and Director at Financial Mechanics, where he led teams delivering transaction support and modelling for banks, funds, sponsors and public-sector clients.

Alongside delivery work, Kenny has played a significant role in the development and dissemination of financial modelling standards. He was a key contributor to the FAST Standard and has been closely involved in shaping best practice around model structure, transparency and governance. He has trained more than 28,000 financial modelling professionals globally, working with blue-chip banks, infrastructure funds, developers and corporates.

Kenny is the author of the Financial Modelling Handbook, widely used as a reference by practitioners. He also serves as a Visiting Lecturer in Infrastructure Project Finance at École des Ponts ParisTech.

His expertise spans financial modelling, project finance and renewable energy, with a focus on models that support robust analysis and sound decision making.

Liam has 40 years' experience in Excel and financial modelling. He is a senior accountant in corporate finance, a court-appointed independent expert, and a professional mathematician. 

A champion of "Keep It Simple Stupid", Liam heads up boutique modelling firm SumProduct, specialising in Excel, financial modelling, Power BI and AI. Liam has written over a dozen books on these topics, and his new book: Microsoft's Python in Excel is coming out shortly, with Financial Modelling using AI scheduled for mid-2026. He also writes for various accounting magazines with over 300 articles on the trials and tribulations of financial modelling. He is a champion of many quant disruptors, such as dynamic arrays, eta lambdas, Agent Model and Claude for Excel, to name but a few.

Liam has been awarded the Microsoft Most Valuable Professional (MVP) award 15 times so far, and was the inaugural recipient of the Lifetime Achievement Award in Financial Modelling (he was also one of three global finalists for a similar award in Excel in 2023).  

Organiser of Excel Virtually Global and MC for various other events, Liam has also been a contestant and a commentator for the Financial Modelling World Cup, where his notorious sense of humour was almost kept in check.

Ian leads PwC Australia’s Deals Modelling business, where he is responsible for one of the largest and most innovative model development and model auditing businesses in the world.

Ian has made financial modelling his profession, with over 25 years’ experience in the construction and review of complex financial models, and has been involved in hundreds of transactions in a wide and diverse range of industries. Ian also provides insightful forecasting, budgeting and management reporting in Excel using Modern Finance tools and other cloud-based modelling technologies, and has contributed to the spreadsheet risk policies of several large financial institutions in Australia and Europe.

Ian has published articles on financial modelling and spreadsheet risk, delivers training, and presents regularly at financial modelling and Excel conferences.

Ian is a Fellow of the ICAEW and was previously an Advisory Board Member for the FAST Standard and a Board Member of the highly acclaimed Sydney Philharmonia Choirs.

Nick is a financial modeller based in Hamilton, New Zealand. He has worked for the past 3 years as a consultant financial modeller for Boberg Advisory alongside his wife Ella with a focus on SMEs (though they have also worked for some of NZ's largest companies). Previously Nick worked as Finance Director for Anglesea Hospital (3 years) and Associate Director for PwC (8 years) where he was responsible for leading the financial modelling team as well as involvement in M&A, valuation and ad-hoc consulting engagements. He competes in the Financial Modelling World Cup (7th in 2025) and the Microsoft Excel World Championship (Finalist 2024, Semifinalist 2025), as well as being a frequent host and case creator for the MEWC.

Nick has built or reviewed hundreds of models over his career to date, half of which have been integrated cashflow models intended for budgeting, forecasting and management reporting purposes. He adheres to a modified FAST standard of modelling where consistency, structure and formatting is imperative, however he also places high importance on the user experience – He likes to build a “pretty” model! He is qualified with Bachelor degrees from the University of Auckland in Commerce (Finance/Economics) and Science (Geography), and is a CFA Charterholder.

John is the National Leader of KPMG Australia’s Financial Modelling team, and is also a partner in the Commercial Advisory & Transactions team. He sits within the Infrastructure, Assets & Places practice of KPMG and leads a passionate team of financial modellers around Australia who support a wide range of public and private clients across all sectors. Infrastructure and energy are particular sectors of interest for John – both greenfields projects and secondary market M&A transactions. A key part of John's recent focus has been supporting the energy transition.

John's main areas of expertise include financial modelling, deal advisory, transactions, project finance, deal strategy, financial advisory in various industries including Energy and Natural Resources, Infrastructure, Power and Utilities, Transport Infrastructure, and public-private partnerships.

Dan is a financial modelling professional based in Australia. He has over 20 years’ experience as a model developer and auditor, and has been running his own consulting company, Fintega, since 2013. Through Fintega he provides financial modelling services to corporate and government clients in Australia and internationally, with particular expertise in the infrastructure and funds management sectors.
 
Dan won 2nd place in the inaugural ModelOff Financial Modeling World Championships competition, and then continued his involvement with ModelOff for several years as a lead member of the Question Design Team. 

Post ModelOff, Dan has created exam questions for the Financial Modeling Institute’s Chartered Financial Modeler exams, and has created several cases for the Financial Modeling World Cup and Microsoft Excel World Championship competitions. He has been awarded both the Advanced Financial Modeler (AFM) and Chartered Financial Modeler (CFM) designations from the Financial Modeling Institute.
 
A keen mathematician and poker player with a degree in Actuarial Studies, Dan also enjoys using Excel to analyse and simulate games of strategy and chance.

Lance is a data-driven, strategic-thinking CFO with over two decades of experience spanning professional services, investment and commercial banking, and fintech.

Lance’s leadership journey includes founding Model Citizn, a consultancy focused on financial modelling, analytics, and automation, and serving as a fractional CFO for multiple organisations and startups.

A recognised industry specialist, Lance has held senior roles at PwC, KPMG, Investec Bank, and National Australia Bank, where he led teams in performance management, rates validation, and global capital markets.

Lance’s achievements include co-authoring the Chartered Accountants Australia & New Zealand study guide on Financial Modelling, doubling employee engagement through strategic training, and saving millions in operational costs via process innovation and automation.

Lance is an accomplished trainer and public speaker, having delivered workshops and courses for ACCA, CA ANZ, and the Financial Modeling Institute, and presented at the Global Power BI Summit. He is passionate about empowering finance teams to leverage technology and data, driving innovation in financial modelling, and preparing organisations for the transformative impact of AI and automation in accounting and finance.

Lance currently hosts the AI-Powered Accountant series of knowledge sessions covering the key ingredients to prepare accounting and finance professionals for this new wave of change in AI and technology.

Danielle is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis.  She is a LinkedIn Learning Instructor and the author of “Using Excel for Business and Financial Modelling”, Third Edition published by Wiley Finance 2019 and “Financial Modeling in Excel for Dummies” second edition published by Wiley in 2022. In 2021 she first received the Microsoft Most Valuable Professional (MVP) award and in 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.

With over 20 years’ experience as a financial analyst, she helps her clients create meaningful financial models in the form of business cases, pricing models and management reports.  She has hands-on experience in a number of industry sectors, including telecoms, information systems, manufacturing and financial services.

Danielle has regular engagements around Australia and globally as a speaker, course facilitator and financial modelling consultant. She founded the Financial Modellers’ Meetup groups which attracts participants from all over the world as well as a LinkedIn forum with over 200,000 members. An advocate for women in finance, she was on the Diversity Council for the ModelOff Financial Modeling World Championships and founded the Women in Financial Modelling online community.

She is a Master Financial Modeler (FMI), holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and has taught management accounting subjects at Sydney University.

Eric is a highly experienced commercial analyst and financial modelling specialist with over 25 years of expertise in financial modelling, data analysis, project management, and risk management. As Principal of Specialist Modelling and Data Insight at Queensland Treasury Corporation (QTC), Eric leads initiatives to enhance modelling and data capabilities across the Advisory Division.

Eric has been instrumental in establishing QTC’s financial modelling accreditation program, which has significantly uplifted the organisation’s modelling expertise. Under his leadership, more than 15 staff members have achieved Advanced Financial Modeler (AFM) accreditation through the Financial Modeling Institute, with the program now serving as a cornerstone for professional development in financial modelling at QTC.

Eric’s career spans diverse sectors, including social services, energy markets, public finance, and vocational education. Since 2015, he has developed in-depth expertise in housing and homelessness services, early childhood education, child protection, and disability services. Prior to this, Eric held various roles in the Australian electricity market, gaining extensive knowledge of supply chain operations and energy pricing strategies.

Throughout his career, Eric has worked on projects to identify productivity opportunities in social service programs and collaborated with external stakeholders to develop innovative financial and data models to assist evidence-based advice for Queensland.

Eric is passionate about mentoring and coaching staff, fostering a culture of continuous improvement, and driving efficiency through innovative financial and data modelling solutions.