Following our presentation at the ModelOff Excel GTC in London, we have published the slides for anyone interested in technical leadership in the workplace. If this presentation is of interest to you, please do look on our website for more content based on a variety of topics. If you like this, take a look at our webinars - links to all the webinars can be found at: http://www.numeritas.co.uk/numeritas-webinars/

1. Technical leadership in
the workplace
Numeritas | 3 December 2015

2. 1© Copyright Numeritas 2015
Special note to attendees
 Thanks for joining our session!
 The very last slide shows how you can join a webinar on the
specific examples that we ran out of time for

3. 2© Copyright Numeritas 2015
Agenda
01 Introduction
02 What is ‘Technical leadership’?
03 What does it mean in the workplace?
04 Specific examples
05 Follow up

4. 3© Copyright Numeritas 2015
Ben Norris
 10 years modelling
 Previously worked in FS Audit
and Corporate Recovery
 Specialises in VBA and non-
traditional modelling
 Currently works in project
delivery team at Numeritas
Levi Bailey
 8 years modelling
 Previously a mechanical
engineer
 Specialises in infrastructure
modelling projects
 Currently works in project
delivery team at Numeritas
01 Introduction

5. INSIGHTPRECISION
01 Introduction
CLARITY
Who are Numeritas?
 Financial modelling consultancy firm established 12 years ago
 Predominantly qualified accountants who specialise in modelling
 Work with many prominent clients (average turnover ~£2bn)
© Copyright Numeritas 2015

6. 5© Copyright Numeritas 2015
Who are you?
 How many modellers?
 How many students?
 Consultants vs in-house
 Professional qualifications
 Other industries & backgrounds
01 Introduction

7. 6© Copyright Numeritas 2015
How this session should work
 Interactive
 Objectives (yours and ours)
 Organise into groups
01 Introduction

8. 7© Copyright Numeritas 2015
Agenda
01 Introduction
02 What is ‘Technical leadership’?
03 What does it mean in the workplace?
04 Specific examples
05 Follow up

9. 8© Copyright Numeritas 2015
Our thoughts
 Doing excellent work
– Important at different levels
– Up-to-date with best practice
– Training & skills
 Enabling and motivating others to do excellent work
– Related to above point
– Knowledge sharing
– Internal training
– Appraisals
02 What is ‘Technical leadership’?

10. 9© Copyright Numeritas 2015
Agenda
01 Introduction
02 What is ‘Technical leadership’?
03 What does it mean in the workplace?
04 Specific examples
05 Follow up

11. 10© Copyright Numeritas 2015
Our thoughts
 Efficiency
 Producing high quality deliverables
 End user ownership
 Promoting awareness
 Standards
 Continual improvement
03 What does it mean in the workplace?

12. 11© Copyright Numeritas 2015
 Producing high quality deliverables
– Model build
– Materially correct results
– Aim higher
– Intuitive tools
– Automation
– Risk reduction
– Call in the experts
03 What does it mean in the workplace?
– Model review
– Minimise risk for clients
– Aim higher
– Find most important things
first
– Quality of communication
– Report root cause of issues

13. 12© Copyright Numeritas 2015
Agenda
01 Introduction
02 What is ‘Technical leadership’?
03 What does it mean in the workplace?
04 Specific examples
05 Follow up

14. 13© Copyright Numeritas 2015
Areas covered
 People
 Procedures
 Resources
 Tools
 Examples
04 Specific examples

15. 14© Copyright Numeritas 2015
People
 Rigour in the hiring process
 Formal training
 Work alongside experts to ask
questions
 Encourage support during
engagements
 Learning Labs
 Regular performance reviews
 Meet others
– Online
– Discussion groups
– Meet-ups
– EuSpRIG
– IPFA
– ICAEW
04 Specific examples

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Areas covered
 People
 Procedures
 Resources
 Tools
 Examples
04 Specific examples

17. 16© Copyright Numeritas 2015
Procedures
 Having the client take on appropriate work, so that they learn
throughout the engagement
 Have work reviewed by experts – peer review (not just for errors)
 Internal / release checks
 Documentation
 Handover training
04 Specific examples

18. 17© Copyright Numeritas 2015
Areas covered
 People
 Procedures
 Resources
 Tools
 Examples
04 Specific examples

19. 18© Copyright Numeritas 2015
Resources
 External
– Books
– Websites
– Courses
 Internal
– Directory
– Knowledge base
– Screen recordings
– Tutorials & worked examples
04 Specific examples

20. 19© Copyright Numeritas 2015
Areas covered
 People
 Procedures
 Resources
 Tools
 Examples
04 Specific examples

21. 20© Copyright Numeritas 2015
Tools
 Toolkits
– Personal.xls
– nXt
– FormulaDesk, Spreadsheet Studio, OAK, Traverse
– Name Manager
– Arixcel
 Screen sharing (join.me, GoToMeeting)
 Password store (KeePass)
04 Specific examples

22. 21© Copyright Numeritas 2015
Areas covered
 People
 Procedures
 Resources
 Tools
 Examples
04 Specific examples

23. 22© Copyright Numeritas 2015
Examples
 Issues log
 Change log
 VBA
 Named ranges
 Maps
 Charts example
 Knowledge base
 Screen recording
 Error checks example
 Appraisals
04 Specific examples

24. 23© Copyright Numeritas 2015
Agenda
01 Introduction
02 What is ‘Technical leadership’?
03 What does it mean in the workplace?
04 Specific examples
05 Follow up

25. 24© Copyright Numeritas 2015
05 Follow up
Visit our website
 Find out more about us by visiting our website
www.numeritas.co.uk
See the specific examples and join our mailing list
 Email us to be included: info@numeritas.co.uk
 You will be invited to a webinar on Thursday 14 January 2016
where we will present specific examples
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 Find out about networking events