Two 1-day workshops for Financial company (April 10-11, 2019, Columbus, OH)

Customized 1-day workshops for professionals and management covering planning a presentation, focusing the message, and creating effective visuals. The session includes slide makeovers of their own slides to reinforce the ideas. The last part of the session is hands-on practice creating the effective visuals they saw earlier in the session.

TEXPO Conference (April 7-9, 2019, Houston, TX)

At the TEXPO Conference I will be delivering a session titled FinancialViz: Visually communicate financial results and analysis. You can see all of the conference sessions and register here.

Visually presenting financial statements; Issue #409 March 6, 2018

In the next three months I will be speaking at five conferences for financial professionals (you can see the locations and details here). A common concern of accountants or finance professionals is how to present financial statements. These professionals struggle with the usual approach of copying the entire statement onto a slide. They typically get…

1.5-day workshop for Utility (February 19-20, 2019, Orlando, FL)

Customized 1.5-day workshop for professionals and management covering planning a presentation, focusing the message, and creating effective visuals. The session includes slide makeovers of their own slides to reinforce the ideas. The last part of the session is hands-on practice creating the effective visuals they saw earlier in the session.

Plum Solutions January 15, 2018

Plum Solutions, a provider of training on financial modelling in Australia, shared Dave’s tips on alternatives to copying spreadsheets on to slides in this article.