April 13th and 14th 2015, 13 en 14 april 2015
Our speakers in 2015
Dr. Liam Bastick FCA FCMA CGMA MVP
Liam has over 25 years’ experience in financial model development / auditing, valuations, M&A, strategy, training and consultancy. He has considerable experience in many different sectors (e.g. banking, energy, media, mining, oil and gas, private equity, transport and utilities).
Liam has headed Ernst & Young’s modelling team in Melbourne and was an Assistant Director in their strategic valuations team in London. He was also a senior member of the UK Post Office’s M&A and strategy teams, and has worked for / assisted various other Australian modelling companies including BPM, Corality, Navigator Project Finance, PKF and SumProduct.
He has worked in the UK, Australia, Belgium, Denmark, France, Germany, Hong Kong, Indonesia, Malaysia, New Zealand, Switzerland and Vietnam, with many internationally recognised clients, constructing and reviewing strategic, operational and valuation models for many high profile IPOs, LBOs and strategic assignments.
He is a regular contributor to the Institute of Chartered Accountants in Australia (ICAA), Certified Practising Accountants Australia (CPAA), the Chartered Institute of Management Accountants (CIMA), Finance 3.0 and various LinkedIn specialist discussion groups. He is also an experienced facilitator for ICAA.
Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of the Institute of Chartered Management Accountants (CIMA) and is a professional mathematician.
Find Liam at www.sumproduct.com
Yigal is the Group Program Manager for the Office BI team. Yigal joined Microsoft back in 2002 and played leading Program Management roles in several Microsoft products, including ISA Server (now known as Forefront Threat Management Gateway), Desktop virtualization (MED-V), and Windows Server.
Prior to joining Microsoft, Yigal was VP R&D of Finjan Sofware, working on Internet security in the early days. Yigal holds a BA degree from the Bar Ilan university in Computer Sciences, Economics and Philosophy.
I read Agricultural Economics & Business Management at University and first became involved with computers when my Honours thesis was building a Linear Programming model of the University farms enterprises. I then joined a consultancy company using Linear Programming before moving on to join a company involved in genetic improvement of Livestock, where I became UK General Manager and was involved with all aspects of business management, and responsible for a staff of 180.
In 1978, when microcomputers first appeared in the UK, I became involved in computing again and developed software for the Agricultural sector. I became Commercial Director of a software company serving Agriculture throughout the UK, especially in the areas of Accounting, Payroll and Property Management.
When the business was sold in 1996, I became an independent IT Consultant, and started to work exclusively with Excel. I have developed solutions for all types of companies worldwide using both formula based, as well as writing VBA to produce totally automated control systems. I participated in numerous Newsgroups and Fora, helping others with their Excel problems and in 2007, Microsoft awarded me MVP status, and have done so again for each of the past 8 years.
Whilst I am far too lazy to maintain my own website, I have written many articles and tutorials which can be found on my fellow MVP, Debra Dalgleish’s website http://www.contextures.com/excelfilesRoger.html
Hello, I’m Jon Peltier, of Peltier Technical Services. I’ve been a full time Excel developer since 2004, and part-time since about 1995, combining Excel’s worksheet functionality and charting capabilities with its powerful VBA programming environment to produce solutions in engineering, finance, and marketing. With VBA and Visual Basic, Excel can be integrated with PowerPoint, Word, and other applications to supplement its analysis and reporting capabilities.
I am a metallurgist by training, with a Doctor of Science degree from MIT. I have over 20 years experience in research and development, and more recently in manufacturing and production support, in the aerospace, automotive, and industrial parts industries. My background includes Statistics, Total Quality, and Six Sigma. I first got involved with computers in grad school, using tiny desktop computers to control mechanical testing equipment, to monitor tests and collect data, and to chart results. Back in those days, you programmed a plotter to draw your chart for you. It was up to you to compute axis scales, move the pen to computed points, draw markers and labels. Applied algebra, I guess.
I started using Excel and the rest of the Microsoft Office suite as part of my job: doing research, analyzing data, and writing reports. But I soon became obsessed with all things Excel, first with formulas, then with XLM (no, not XML!), and finally with VBA. I was awarded as a Microsoft Excel MVP in 2001, and reawarded every year since.
I’ve put together an extensive web site and blog (http://peltiertech.com/), which emphasize Excel charting and programming. Many of the tutorials and examples are techniques for achieving charting effects that, at first glance, seem impossible. I am active in Microsoft’s online help forums and in other online forums, such as Mr. Excel. I can be reached at firstname.lastname@example.org.
Ken Puls, CMA, CPA is a professional accountant who lives in British Columbia, Canada.
By day Ken works full time as the Controller and Director of IT for the Fairwinds Community & Resort on Vancouver Island, helping manage the companies interests in the golf, food & beverage, real estate, fitness and marina industries. On evenings, weekends and vacation days, Ken turns his attention to running Excelguru Consulting Inc, a company dedicated to helping users learn to be more efficient with Excel.
Ken’s website, blog and help forums can be found at www.excelguru.ca, but you can also find him in several Excel training videos and teaching live courses. His work has even reached out of our own atmosphere when NASA implemented some of his code to help manage systems on the International Space Station!
Ken’s efforts have earned him the Microsoft MVP – Excel award every year since 2006, as well as the recognition as one of Vancouver Island’s “Top 20 Under 40” business and community leaders in 2013.
I do training activities around Microsoft Excel, Power pivot, Power Query and Power view. I have developed a method for composing manageable and effective Excel models (Method Vlootman). The trainings can be in the Dutch or English language.
On behalf of Microsoft Netherlands I act in promotion videos around the introduction of Power pivot and Power view in the Netherlands.
I am founder of the Dutch LinkedIn group ManagingExcel. I am co-founder of the LinkedIn group PowerPivot NL.
I did presentations at the Dutch annual Excel Experience days, the Belgium Excel4business dag, the Dutch Excel praktijkdag and at the annual EuSpRIG (European Spreadsheet Risk Interest Group).
On behalf of Microsoft Netherlands B.V. I do presentations and demonstrations about Power pivot and Power View at Sogetti Business intelligence Syposium (Netherlands), Financial Systems (Netherlands) and IDG CIO Summit (Netherland)
On behalf of SmartSharePoint Solution I performed at the Excellence in Reporting (Paramaribo, Suriname, 2014)
I presented“Hurdles between modeling Excel Power pivot towards SQL power pivot.” at PASS SQLSaturday (London, UK).
Part of my work is In-company trainings and personal coaching for managers working in profit- and non-profit organizations.
In cooperation with Rafael Liethof (Ϯ) I wrote a theme article for Uitgeverij Rendement about investment budgeting and In cooperation with Felienne Hermans, (assistant professor at TU Delft) I wrote a paper for the annual EuSpRIG (European Spreadsheet Risk Interest Group) in London.
I write books in the Dutch language: “Excelmodellen voor financieel-economische informatie” (ISBN 978-90-01-70496-4), “ExcelLeren” (ISBN 978-90-01-81125-9). Both books were published by Noordhoff Uitgevers. With Michiel Rozema I wrote “Praktijkboek Power pivot in Excel” (ISBN 978-90-43-02736-6), published by Pearson / Microsoft Press.
On behalf of Vakmedianet I write a monthly column about Excel / Power pivot for the FM Ezine and the Controllers Emagazine.
Charles has worked at IBM for many years in a wide variety of roles, mostly in personal computing and decision support, before starting Decision Models in 1996 with the objective of providing consultancy, software development and tools for decision support.
Decision Models started building large and complex market sizing models and so was soon bumping up against the memory and performance limits of Excel. Exploring these limits and understanding how Excel works became a fascinating challenge and has led to his website, blog and commercial FastExcel products at:
Charles has been an Excel MVP since 2009.