Financial Modeling Events
Join industry professionals and scenario modeling experts for hands-on workshops, training sessions, and insights that help businesses make better financial decisions. Our events focus on practical applications you can use right away.
Monthly Scenario Building Workshops
These workshops aren't about theory – they're about rolling up your sleeves and building financial models that actually work for your business. We cover everything from basic cash flow projections to complex multi-scenario planning.
- Cash Flow Scenario Modeling (Third Saturday each month)
- Risk Assessment Workshops (Second Thursday quarterly)
- Investment Decision Frameworks (Monthly virtual sessions)
- Business Expansion Modeling (Bi-monthly intensive)
Next series begins September 2025 with early registration available from July 2025.
2025 Learning Series Schedule
Our structured approach takes you through financial modeling step by step. Each session builds on the previous one, but you can also join individual workshops based on your specific needs.
Foundation Workshop Series
Start with the basics of scenario planning and financial modeling. We'll cover spreadsheet setup, data organization, and simple forecasting techniques that work for most businesses.
Advanced Modeling Techniques
Dive deeper into complex scenario building, sensitivity analysis, and Monte Carlo simulations. Perfect for businesses facing major decisions or uncertain market conditions.
Industry-Specific Applications
Apply scenario modeling to your specific industry. We'll work through real examples from retail, services, manufacturing, and tech sectors with actual case studies.
Implementation Workshop
Bring your own business scenarios and get hands-on help building models for your actual decisions. Small group format with personalized guidance.
Jareth Macallister
Senior Financial Analyst
Expert-Led Training Sessions
Learn from practitioners who've built financial models for companies across Southeast Asia. Our instructors bring real-world experience from banking, consulting, and corporate finance roles.
Each session combines technical instruction with practical examples. You'll see how professionals approach common modeling challenges and learn shortcuts that save hours of work.
Work with actual business data and scenarios rather than textbook examples.
Maximum 12 participants per session to ensure everyone gets individual attention.
Templates and frameworks you can adapt for your own business situations.
Email support for 30 days after each workshop to answer implementation questions.
Annual Financial Planning Symposium
Join 200+ business owners and financial professionals for our flagship event. Three days of intensive workshops, networking, and advanced scenario modeling techniques.
When
November 14-16, 2025
Vista Verde Executive Village
Format
Mix of presentations, breakout sessions, and hands-on workshops
Focus
Advanced modeling, industry trends, and networking opportunities