How to Excel in Modelling


How to Excel in Modelling


  • Format


  • Type


  • Duration


Brush up your Excel Skills at this special Roundtable Event

Learning outcomes

  • Recommended for CIMA members and their colleagues; students who wish to understand more about the purpose of the Area Committee AND if you work with data, Excel and produce any reports or forecasting.

There are no upcoming dates for this Event

Product information


North Wales - Llandudno

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

Please join, in person, a roundtable discussion 'How to Excel in Modelling'. You are also invited to meet your regional committee for refreshments and welcome to observe their meeting to understand what they do to maximise the benefits of CIMA membership for local members.

The discussion about Excel will be led by Stephen Edwards, director, Pactolus Consulting Ltd.

Drawing on nearly 30 years of Excel experience, and with reference to the Financial Modelling Code, the presentation will cover:

  1. How to layout a spreadsheet

  2. Error checks

  3. Scenarios

  4. Result recording

  5. Tables of contents (useful with a big workbook)

  6. Tips to make working with Excel quicker, and a little Excel magic.

Booking information

    • Stephen Edwards

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      Stephen Edwards, director, Pactolus Consulting Ltd, started using Excel in 1992 whilst doing an MBA in the USA, and has been modelling ever since, working for multinational companies and in the public sector.

      Having qualified in 2003, he is now Chairman of the Learning, Education and Development Committee for CIMA North West England and North Wales.