5 Tips for handling the increased financial reporting workload after colleagues get laid off

We are in another round of layoffs in many organizations. This time it is a slowing economy due to rising interest rates. In the past it has been different factors and the result is the same: fewer financial professionals doing the same (or more) work every month. Here are five tips to get those monthly…

How to use a single Excel stacked bar chart for multiple diverging bar charts to report variance (planning a complex chart in Excel)

One of the visuals I show in my FinancialViz courses is a multiple diverging bar chart that can show variance between actual and budget and actual and last year. This can also be used for actual and relative variances as well. I create it using a stacked bar chart and scatter with straight lines charts.…

Hybrid Event Lesson 9: Have multiple cameras for views of the room and the presenter

This article shares one of the lessons I learned when planning and running a hybrid class reunion event in May 2022. Read the introduction and see the other lessons in this series here. Lesson One of the issues I identified early in planning for the hybrid reunion event was that I wanted the people attending…