The Globe and Mail April 19, 2018

Suggestions from Dave’s article on the trend to electronic handouts were included in Harvey Schachter’s online Power Points column on April 19, 2018.

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.