3 Steps you can take to spend less time updating Excel charts each month (Hint: use a strategic approach to your Excel chart worksheet)

With organizations measuring more metrics than ever before, the time it takes to update all the charts you create for senior managers seems to increase each month. You’ve streamlined the analysis using tools in Excel like Power Query, Pivot tables, and various formulas. Once you’ve identified the insights you need to communicate, it takes a…

CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (August 14, 2020; Vancouver, BC)

Description Prerequisite This is not a basic level Excel or PowerPoint course. You need to come already being familiar with the programs and have intermediate level skills, especially in graphing. If you are comfortable with all the skills in this article/video, you will be adequately prepared for this course. Special Note This is a hands-on…

CPABC Course: How to Present Financial Data Effectively Using PowerPoint (August 13, 2020; Vancouver, BC)

Overview Accountants often use PowerPoint to present financial data to peers, executives, suppliers, and others. It is critical that others understand the impact of the financial analysis so that decisions can be made and the bottom line positively impacted. Audiences want financial professionals to tell them the story behind the numbers, not overwhelm them with…

Virtual sessions for health care company (July 31 – September 25, 2020)

Delivering eight 90-minute sessions (equivalent to a two-day workshop) covering how to structure content, reduce information overload, select the right visuals, present in a virtual setting, and the Excel and PowerPoint techniques to create effective visuals. Delivered over Microsoft Teams.