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UPCOMING EVENTS 

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FINANCIAL MODELLING IN BANKING - Rishi Sapra 

In this session Rishi will use Power BI to demo how to: 

- Turn Income Statements/Balance sheet data for 4 Banks (Barclays, Citi, HSBC, Lloyds) into financial reporting solution in Power BI. 

- Create an interactive benchmarking report comparing the financial performance of the banks. 

- Create a simple Income Statement and Balance sheet together through Retained Earnings. 

- Introduce what-if scenario modelling for key variables such as headcount growth and annual change in loans/deposits. 

Our Speaker Rishi Sapra is a graduate of the LSE and a charted Account. He is a Microsoft MVP and runs the Power Platform Finance for helping finance professionals apply the Power Platform technology stack. 

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BUILDING A CREDIT RATING MODEL IN POWER BI - Rishi Sapra 

This session will go through the process of taking an Excel credit rating model for local Government authorities in the UK and look at how it is built as an interactive report in Power BI. We will look at how to replicate complex rating logic in DAX and use slicers, bookmarks and contextual visualisations in order to compare local authorities and understand what is driving the ratings. This will be particularly useful if you have existing financial/operational models built in Excel that are you are considering bringing into Power BI.

Rishi is a group manager for Avanade and a Microsoft MVP in the Data Platform category.
He speak at conferences and events around the world with a focus on financial reporting.
He is a chartered accountant with 12+ years experience in Big 4 Consulting and working in Industry (Deloitte, HSBC, Barclays, KPMG and Altius/Avanade)

This is an in-person only event.

We start at 18:00. Please arrive a few minutes before.

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