CPAAB course: How to Present Financial Data Effectively using PowerPoint (November 17, 2015, Calgary)

OBJECTIVE 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. Unfortunately, too often the barrage of numbers is overwhelming to the audience and they leave confused.…

Dave video demos

Scroll down the list of videos and click on a video to watch Dave present. [sc:demo_video_sway]

2015 AFP Annual Conference (Oct 18-21, 2015; Denver, CO)

I will be delivering two sessions at the Association for Financial Professionals (AFP) Annual Conference in Denver. In the Career Development track I will present “Data Visualization in Spreadsheet Presentations” and in the Financial Planning & Analysis track I will deliver “Eliminate spreadsheet overload by presenting data visualizations”. This gathering of over 6,000 finance professionals…

Confusing the message with supporting information; Issue #322 October 14, 2014

A recent consulting assignment was a good demonstration of the problem presenters run into when they confuse their message with the supporting information. My client was presenting to executives to suggest what they should do about a situation in one of their divisions. The problem was that she had structured the presentation so it listed…