COVID-19 Statement

[updated: March 28, 2020]Many professional staff have been asked to work from home during the COVID-19 pandemic in order to increase social distancing and help our healthcare system not be overwhelmed. I fully support this decision and encourage everyone to follow the current guidance of their local health officials.

What this means for my business is that there will be no in-person training workshops for many weeks or months. My in-person workshops are well received and result in comments such as this one sent by an Investment Analyst at a pension fund to the organizer during a recent session, “Dave is amazing! This session is undoubtedly one of the best communication/presentation training sessions I have EVER taken. Thank you!! This has already been super helpful.

So what can you and I do now to create clear visual messages of financial data?

Online courses, coaching, and consulting will be the way to continue to improve skills in selecting effective visuals and creating them in Excel. I have launched two new courses that add to the existing courses that I offer. I’ve curated a list of courses below that are delivered by fellow experts who I know and trust. Online courses give the learner the flexibility to learn when it is convenient in their schedule, which is important when many families have kids home from school and people are caring for others.

I will also be launching Coaching and Consulting options that give you the opportunity to work with me one-on-one to determine the best chart for your message, how to build a formula driven chart that is easy to update, and how to create the chart in Excel so it is clear and effectively communicates the message so executives have a “lightbulb moment” when they look at it. I will launch these services in the next few weeks but feel free to contact me now if you have an immediate need.

I recorded a message for managers, directors, and executives asking them to consider investing in online courses for their staff working from home so that the employee and the organization benefit from improved skills when things return back to normal.

For experts such as myself who enjoy delivering in-person training to business professionals, this investment in our online courses will be what enables us to survive so that we can get back to delivering on-site and public training workshops in the future. Please consider investing in one of the courses below to improve your skills and keep our businesses viable.



List of online courses for financial professionals

***NEW*** Reporting variance in financial results with advanced Excel charts

***NEW*** Excel Charts to Report Financial Results during a Crisis

Excel Chart Skills 501

FinancialViz Message-Based Dataviz Chooser

Power Query Academy by Ken Puls and Miguel Escobar

Excel Pivot Tables by Ken Puls

Excel Macros and VBA by Ken Puls

Next generation dashboards with Power BI by Mynda Treacy

Excel dashboards by Mynda Treacy

Financial modelling in Excel from Introduction to Advanced by Danielle Stein Fairhurst