View Brochure REGISTER NOW!

Data-Driven Finance & Accounting Workshop


29th - 30th, October 2024 / Online
SAVE UP TO $300
Discount ends in 4 days

Overview


Explore digital transformation and drive change as a key partner for business growth

• Gain a thorough understanding of how data influences finance and accounting practices
• Implement a modern organisational structure for finance teams
• Explore the possibilities of Automation (RPA), Artificial Intelligence (AI), Machine Learning, and Blockchain in finance.
• Improve visual communication skills and utilise Business Intelligence (BI) tools to make well-informed decisions.

Speakers


Lance Rubin

Lance has a wealth of financial modelling experience across financial and professional services

having worked at two of the Big 4 accounting firms, Investec Bank Corporate Finance and Advisory

and National Australia Bank.


Lance is the founder of Model Citizn, an organisation that helps all businesses and governments to

make relevant, informed, and purposeful decisions with insight, by better managing cashflow and

their Excel and Power BI environments. Lance has run workshops across Australia and New Zealand

on data analytics and data visualisation using Power BI on behalf of ACCA and CA ANZ (CA Catalyst).

Lance is also the Chief Excel Officer for EXL Cloud, an innovative software solution that helps

accountants and finance professionals get more value from the cloud and Excel by automating the

creation of cash flow and financial models. Lance is a recognised global expert in Power BI for

Accounting and Finance and has been a speaker at the Global Power BI Summit for the past two

years.

Founder & Chief Executive Officer
Model Citizn

Agenda


Workshop

Foundations of Data-Driven Finance

- Utilise data effectively to drive finance and accounting practices

- Establish a modern structure for data-driven finance decision-making

- Improve processes and foster innovation for better financial outcomes

 

Centres of excellence and collaboration

- Develop essential skills required for finance evolution

- Embrace a growth mindset and adapt to industry changes

- How to leverage finance business partners for strategic decision-making

 

KPIs and measuring the right stuff

- Measure and track value creation using actionable KPIs

- Utilise data for accurate planning, forecasting, and budgeting

- Financial modelling with industry awareness and a clear focus

 

Modelling vs analytics

- Understand and apply financial modeling and analytics effectively

- Utilise advanced technology and tools for modeling and analysis

- Make data-driven assumptions for optimal outcomes

  • Lance Rubin Founder & Chief Executive Officer Model Citizn

Workshop

Key tools for a data-driven finance team

- Automation(RPA), AI, Machine Learning, Blockchain

- Differentiate between Core and Edge Technology for effective implementation

- Address spreadsheet issues and apply solutions 


How to achieve efficiencies in modelling by automation

- Develop flexible models to manage variable uncertainty

- Incorporate sensitivity analysis to mitigate risk and increase accuracy

- Overcome common pitfalls in complex financial models using appropriate tools

 

Visual influencing and Business Intelligence (BI)

- Discover data insights and stories

- Stay updated on visual influencing trends and their impact on decision-making

- Establish a robust structure for data analytics and visualisation techniques


Practical exercise - Effective presentation and influencing skills for better strategic decision making in a collaborative setting 


The future of Data-Driven Finance

- Address leadership challenges in the digital age and assess team capability for improvement

- Embrace adaptive leadership in uncertainty

- Take action towards data-driven strategies

  • Lance Rubin Founder & Chief Executive Officer Model Citizn

Group Discounts

Pricing


Rapid Action

DISCOUNT ENDED

SAVE UP TO $500

ENDS IN 4 DAYS

Value Plus

Ends July 26

SAVE UP TO $300

PRICING & BOOKINGS >
PRICING & BOOKINGS >

Super Saver

Ends August 23

SAVE UP TO $200

Early Bird

Ends September 20

SAVE UP TO $100





Venue


Online

Join us online, from the comfort of your home or office.

Email Me This


Find Your Next Event

Thank you for joining us!

Great! Keep an eye out on our updates and newsletters.