This workshop provides an intense overview of many areas of modelling within the Excel environment, and aims to touch on all key areas of modelling which are relevant at the intermediate and advanced levels. It covers topics such as best practices in model formulation, design and implementation, model auditing, sensitivity analysis and optimisation, selected key functions and their uses, data manipulation, basic VBA coding, and an introduction to uncertainty modelling. Participants are invited to bring their own computers, as there will be some hands-on exercises (time permitting), and most of the discussion will be illustrated with example spreadsheets that will be made available to participants.



Dr. Michael Rees is an independent expert in quantitative decision-support and risk modelling. He provides customised training, model-building and associated project management services to support  the decision- and communication-needs of senior executives. Much of his work is focused in the oil and gas, energy, resources and engineering sectors, but he is also frequently asked to assist clients in private equity, finance,  insurance, as well as health care and other industries.


Michael has a Doctorate in Mathematical Modelling and Numerical Algorithms, and a B.A. with First Class Honours in Mathematics, both from Oxford University in the UK. He also has an MBA with Distinction from INSEAD in France. He has studied for the Certificate of Quantitative Finance, graduating top of the course for on-going class work and also receiving the Wilmott Award for the highest final exam mark. He is also an Associate Fellow of the Institute of Mathematics and its Applications.




Michael worked at the strategy consultants Braxton Associates (Deloitte and Touche) before joining Mercer Management Consulting (now part of Oliver Wyman) as a Partner in the Strategy Consulting Practice. He subsequently worked as an analyst at J.P. Morgan, before acting as the Director of Training and Consulting at Palisade Corporation for 6 years.




He has worked independently since 2002, and has since then trained or consulted with over 2000 people in the areas of Excel modelling, risk modelling, and optimisation. Currently based in the UK, he has had the opportunity to live in several countries, and speaks fluent French and German.


Michael is the author of Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level (John Wiley & Sons, 2008), which covers Excel modelling, financial statement modelling, valuation, risk analysis, real options, and VBA coding for practical applications in business, economic analysis and finance.



Workshop programme

8:30 Registration & Coffee

9:00 Principles of Modelling

Michael Rees

Michael Rees, Financial Modelling Specialist,

• Best Practices in Model Design and Formulation
• Key Issues, Controversies and Limitations
• Tools for Sensitivity Analysis
• Model Auditing
• Optimisation Modelling
• Selected Functions and their uses: Lookup functions

10:30 Morning Coffee

11:00 Further Tools and Applications

Michael Rees

Michael Rees, Financial Modelling Specialist,

• Working with Data Sets: statistics, conditional sums and database functions
• Manipulating and Integrating Data Sets: examples using text and other functions
• Introduction to VBA: user-defined functions and simulation modelling
• Demo of Simulation Modelling with Excel add-ins, with selected examples
• Discussion

12:30 Close


Copthorne Tara Hotel

Scarsdale Place
London W8 5SR
United Kingdom

Copthorne Tara Hotel

The Copthorne Tara Hotel London Kensington is an elegant contemporary four-star hotel in prestigious Kensington, located just a two minutes walk from High Street Kensington underground station, making exploring easy. The hotel offers well-appointed and comfortable guest rooms combining Standard, Superior and Club accommodation. Club rooms offer iconic views over the city and include Club Lounge access for complimentary breakfast and refreshments. Guests can sample the authentic Singaporean, Malaysian and Chinese cuisine at Bugis Street, traditional pub fare at the Brasserie Restaurant & Bar or relax with a delicious drink at West8 Cocktail Lounge & Bar.

The Copthorne Tara Hotel boasts 745 square meters of flexible meeting space, consisting of the Shannon Suite and the Liffey Suite, ideal for hosting conferences, weddings and social events. Facilities include access to the business centre 24 hours a day, fully equipped fitness room, gift shop, theatre desk and Bureau de Change. With ample onsite parking outside the London congestion charge zone and excellent transport links via Heathrow Airport, the hotel is the perfect location for business or leisure stays. The hotel is within close proximity to the shops of High Street Kensington, Knightsbridge and Westfield London, Olympia Conference Centre, Royal Albert Hall, Kensington Palace and Hyde Park.




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CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

CPD Certificates

We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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Opening Hours: 9.00 - 17.30 (local time)
SAE Media Group , Ground Floor, India House, 45 Curlew Street, London, SE1 2ND, United Kingdom
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