Becoming a World-Class Financial Modeler in the Age of AI

Topic

Why Core Modeling Skills Still Matter

Date

June 3, 2025

Time

12:00 PM EST

Format

Online (Zoom link will be sent)

With Speaker

Brian Egger

Global Head of Financial Modeling and Senior Gaming and Lodging Analyst, Bloomberg Intelligence

The Role of the Financial Modeler is Evolving. Are You Ready?

Artificial intelligence can now build basic financial models in seconds. But the ability to think critically, structure complex problems, and communicate insights clearly remains as essential as ever.

In this live webinar, Bloomberg’s Brian Egger joins CFI for a discussion on how financial professionals can stay ahead in the age of automation by building modeling skills that last.

What You'll Learn

How foundational modeling skills strengthen your use of AI

Why clarity, logic, and business insight are more important than ever

How to apply critical thinking and sound judgment to produce better modeling outcomes

The evolving career path of financial modelers in a technology-driven finance landscape

Practical strategies to future-proof your modeling skills and lead confidently through change

This session is designed for:

Early-career professionals entering the finance industry

Experienced analysts seeking to sharpen their modeling skills

Individuals navigating new technologies and evolving finance workflows

Anyone looking to lead confidently in a data-rich, AI-driven environment

Meet the Panel

Jeff Schmidt

Financial Modeling in Content, CFI

Duncan McKeen

Executive Vice President in Content, CFI

Meeyeon Park

VP of Content and Training, CFI

Brian Egger

Global Head of Financial Modeling and Senior Gaming & Lodging Analyst, Bloomberg Intelligence

Register for the Webinar

Date: Tuesday, June 3, 2025

Time: 12:00 PM EST | 9:00 AM PST | 4:00 PM GMT

Location: Online (Zoom link will be sent upon registration)