3. Adding complexity | Fundamentals of 3-Way Financial Modelling (12 November)

Event information

The Excel Community’s popular lunch and learn series returns, this time focused on helping finance professionals build and improve their 3‑statement financial models.

Delivered by Ben Ducker, John Yeldham and Ruth Butler-Lee, through a collaborative, hands on format, the series will explore the key building blocks of a robust financial model. Starting with structure and principles, sessions will also cover how to build in core finance modules, before bringing everything together through dashboards, scenarios, and the importance of review.

The focus will be on practical application by helping attendees understand what a good model looks like and how to build one that is consistent, easy to use and auditable.

By the end of the series, attendees will have developed a clear framework for constructing 3-way financial models and a deeper understanding of how the income statement, balance sheet, and cash flow interact in practice.

The third webinar in the series will explore more advanced elements and demonstrate how supporting workings integrate into the model.

The speakers will cover:

• Supporting calculation sheets.
• Debt structures and flows.
• Tax modules and linking it across the P&L, balance sheet, and cash flow.

This webinar series is aimed at those looking to build and improve their financial modelling skills. As a result, a working understanding of how to use Excel and its core functionality is assumed.

About the speakers

Two of the speakers from the series will be presenting this webinar.

	Ruth Butler-Lee, Head of Financial Modelling, Arriva UK Trains Ruth is a Chartered Accountant and Head of Financial Modelling at Arriva UK Trains, where she leads a dedicated team supporting strategic decision-making across the business. Ruth began her career as a software developer and technology auditor before discovering her passion for Excel and Financial Modelling at KPMG. There, alongside client work, she ran internal training courses in Excel and Financial Modelling before making the move to industry nine years ago.
	Ben Ducker, Principal Consultant, Modelling Expert Ltd Ben is a chartered accountant, a member of the ICAEW Excel Community Advisory Group, and a former Director at a top 7 UK accountancy firm. He has over 18 years' experience in Financial Modelling, Financial Planning and Analysis, and Corporate Finance and currently provides a wide range of freelance financial modelling consultancy services to UK based SME’s and their advisors.
	John Yeldham, Chief Innovation Officer, Lodeum John has 20 years' experience in financial modelling development in both project and corporate finance - supporting deals and finance for Private Equity, renewable energy developers and waste recycling, among others. During his career, John created and renewed the financial modelling methodologies at two major accounting firms, and now provides modelling and coaching utilising the latest Excel functionality, building a new generation of financial models and techniques. He is a founder of the online training platform Lodeum, which is launching in 2026.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending these webinars could contribute between 30mins to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Excel Community. Please click here to join online.