Upcoming Events
- Smith Business Insight Webinar: Turning Data into Action: Strategies for Clear Communication
- Half-day virtual session for MBA students (February 6, 2025)
- Communicating Effectively with Data (virtual) (Feb 12, 13, 19, 20 2025)
- Communicating Effectively with Data (Toronto) (April 23, 24 2025)
- Communicating Effectively with Data (Toronto) (November 3, 4 2025)
Past Events
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (July 13, 2022; Virtual)
- CPABC Course: How to Present Financial Data Effectively Using PowerPoint (July 12, 2022; Virtual)
- Half-day virtual session for Graduate Diploma in Business students (May 19, 2022)
- Panelist at AFP Report Renovations: Improve Your Reporting Visualizations webinar (April 27, 2022)
- Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (February 18, 2021; Vancouver, BC)
- Half-day virtual session for MBA students (February 1, 2021)
- Virtual sessions for pharma company (October 19 – November 6, 2020)
- Virtual sessions for healthcare company (October 16 – December 11, 2020)
- Virtual sessions for pharma company (October 2 – November 20, 2020)
- Virtual sessions for pharma company (September 22 – October 6, 2020)
- TrainingMagNetwork Webinar September 9, 2020
- Virtual sessions for technology company (September 9-24, 2020)
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (August 14, 2020; Vancouver, BC)
- CPABC Course: How to Present Financial Data Effectively Using PowerPoint (August 13, 2020; Vancouver, BC)
- Virtual sessions for health care company (July 31 – September 25, 2020)
- Excel Virtually Global conference (July 22, 2020)
- Half-day virtual sessions for Master of Finance students (July 13, 2020)
- APQC Webinar May 28, 2020
- Half-day virtual session for Graduate Diploma in Business students (May 26, 2020)
- Half-day session for Beverage company (February 6, 2020, Mississauga, ON)
- Half-day session for MBA students (January 29, 2020, Kingston, ON)
- Two half-day workshops for Masters of Finance students (Dec 14, 2019, Toronto, ON)
- P2F2 Conference (October 20-23, 2019; Salt Lake City, UT)
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (July 24, 2019; Vancouver, BC)
- CPABC Course: How to Present Financial Data Effectively Using PowerPoint (July 23, 2019; Vancouver, BC)
- 1.5-day workshop for Utility (May 9-10, 2019, Lincoln, NE)
- MNAFP Conference (April 30, 2019, Minneapolis/St. Paul, MN)
- Two 1-day workshops for Financial company (April 10-11, 2019, Columbus, OH)
- TEXPO Conference (April 7-9, 2019, Houston, TX)
- 1.5-day workshop for Utility (February 19-20, 2019, Orlando, FL)
- Half-day workshop for MBA students (January 31, 2019, Kingston, ON)
- Half-day workshop for Master of Finance students (December 8 & 9, 2018, Toronto, ON)
- Two-day workshop for Telecom Company (December 4-5, 2018, Monroe, LA)
- Half-day workshop for Medical Research Organization (November 16, 2018, New York, NY)
- One-day workshop for Medical Company (November 8, 2018, Lake County, IL)
- AFP Annual Conference (November 4-7, 2018, Chicago, IL)
- P2F2 Conference (October 22, 2018; Savannah, GA)
- One-day workshop for Manufacturing Company (October 3, 2018, Sterling Heights, MI)
- One-day workshop for Medical Company (September 25, 2018, Worcester, MA)
- CPABC Course: How to Present Financial Data Effectively Using PowerPoint (August 9, 2018; Vancouver, BC)
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (August 8, 2018; Vancouver, BC)
- New York Cash Exchange Conference (May 31, 2018; New York, NY)
- Philadelphia AFP Conference (May 8, 2018; Philadelphia, PA )
- Minnesota AFP conference (April 24, 2018; St. Paul, MN )
- American Public Power Association Accounting & Finance Spring Meeting (April 20, 2018; Alexandria, VA)
- New England AFP Annual Conference (April 19, 2018; Boston, MA)
- One-day workshops for Medical Company (March 8-9, 2018, San Francisco, CA)
- Half-day workshop for Media professionals (February 7, 2018, New York, NY)
- Half-day workshop for Master of Finance students (December 8, 2017, Toronto, ON)
- One and a half day workshops for Financial Services company (November 28-30, 2017, Boston, MA)
- One-day workshops for Medical Company (October 18-19, 2017, San Francisco, CA)
- Association for Financial Professionals Annual Conference (October 15-18, 2017; San Diego, CA)
- One-day workshop for Manufacturer (September 26, 2017, Sterling Heights, MI)
- American Public Power Association Business and Finance Conference (September 18, 2017; Nashville, TN)
- One-day workshop for Healthcare System (August 11, 2017, Indianapolis, IN)
- One-day workshop for Medical Company (July 11-12, 2017, Worcester, MA)
- One-day workshop for Medical Company (June 15, 2017, Redwood City, CA)
- One-day workshops for Medical Company (June 6-8, 2017, North Chicago, IL)
- Two-day workshop for Manufacturing Company (April 11-12, 2017, Kansas City, MO)
- Two-day workshop for Financial Services Company (April 5-6, 2017, Parsippany, NJ)
- Two-day workshop for Telecommunications Company (March 29-30, 2017, Basking Ridge, NJ)
- Full-day workshops for Customer service Company (January 19-20, 2017, Toronto, ON)
- Evening workshops for Graduate program (January 16-17, 2017, Toronto, ON)
- Full-day workshop for NGO (January 11, 2017, Geneva, Switzerland)
- Full-day workshops for utility (December 13-15, 2016, St. Louis, MO area)
- Full-day workshop for manufacturer (November 24, 2016, London, ON)
- Five Full-day workshops for healthcare company (November 7-11, 2016, Germany)
- Two-day workshop for financial services company (October 27-28, 2016, Lake Mary, FL)
- AFP Annual Conference (October 23-26, 2016, Orlando, FL)
- Two-day workshop for financial services company (October 20-21, 2016, Lake Mary, FL)
- Full-day workshop for food distributor (October 18, 2016, Toronto, ON)
- Full-day workshop for manufacturer (September 27, 2016, Sterling Heights, MI)
- Two-day workshop for healthcare company (September 7-8, 2016, Carlsbad, CA)
- Two-day workshop for telecom company (August 17-18, 2016, Alpharetta, GA)
- Full-day workshop for healthcare company (August 4, 2016, Boston, MA)
- Two-day workshop for healthcare company (July 27-28, 2016, Atlanta, GA)
- Full-day workshop for technology company (July 8, 2016, San Jose, CA)
- Full-day workshop for technology company (July 7, 2016, Burnaby, BC)
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (July 6, 2016; Vancouver, BC)
- CPABC Course: How to Present Financial Data Effectively Using PowerPoint (July 5, 2016; Vancouver, BC)
- Windy City Summit (May 25-27, Chicago, IL)
- Full-day workshops for pharma company (May 17-19, 2016, North Chicago, IL)
- Two-day workshop for financial services firm (May 11-12, 2016, Parsippany, NJ)
- Full-day workshop for retailer (March 30, 2016, Ft. Lauderdale, FL)
- CPAON course: How to Present Financial Data Effectively using PowerPoint (February 4, 2016, Markham, ON)
- Full-day workshop for utility company (January 21, 2016, St. Louis, MO)
- Half-day strategic session for leadership group (January 20, 2016, St. Louis, MO)
- Conference presentation for media company (December 16, 2015, Miami, FL)
- Full-day workshop for utility company (December 11, 2015, St. Louis, MO)
- Full-day workshop for pharma company (December 9, 2015, North Chicago, IL)
- Full-day workshop for healthcare non-profit (December 4, 2015, Toronto, ON)
- Full-day workshop for manufacturing company (November 26, 2015, London, ON)
- CPAAB Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (November 20, 2015, Edmonton, AB)
- CPAAB course: How to Present Financial Data Effectively using PowerPoint (November 19, 2015, Edmonton)
- CPAAB Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (November 18, 2015, Calgary, AB)
- CPAAB course: How to Present Financial Data Effectively using PowerPoint (November 17, 2015, Calgary)
- Full-day workshop for pharma company (November 10, 2015, North Chicago, IL)
- 2015 AFP Annual Conference (Oct 18-21, 2015; Denver, CO)
- Two-day workshop for automotive research company (October 14-15, 2015, Burnaby, BC)
- Full-day workshop for automotive parts company (October 7, 2015, Grand Rapids, MI)
- Full-day workshop for communication equipment company (October 1, 2015, Ottawa, ON)
- Full-day workshops for pharma company (July 21-24, 2015, Chicago, IL)
- CPABC Course: Hands-on Tools and Techniques for Creating Effective Financial Visuals in Excel and PowerPoint (July 14, 2015, Vancouver, BC)
- CPABC course: How to Present Financial Data Effectively using PowerPoint (July 13, 2015, Vancouver)
- Full-day workshop for pension management company (June 12, 2015, Toronto, ON)
- Half-day workshop for transportation agency (June 5, 2015, Toronto, ON)
- Half-day workshop for beverage company (May 28, 2015, Picton, ON)
- Full-day workshop for communications company (May 22, 2015, Elgin, IL)
- Full-day workshop for communications company (May 21, 2015, Elgin, IL)
- Full-day workshop for biotech company (May 14, 2015, Thousand Oaks, CA)
- CPA Ontario course: How to Present Financial Data Effectively using PowerPoint (May 11, 2015, Toronto)
- Full-day workshop for network equipment manufacturer (May 7, 2015, Montreal, QC)
- Full-day workshop for communications company (April 29, 2015, Schaumberg, IL)
- Full-day workshop for communications company (April 28, 2015, Schaumberg, IL)
- Full-day workshop for labor organization (April 23, 2015, Detroit, MI)
- Full-day workshop for labor organization (April 22, 2015, Detroit, MI)
- Full-day workshop for network equipment manufacturer (March 27, 2015, Ottawa, ON)
- Full-day workshop for procurement staff (March 26, 2015, Montreal, QC)
- Half-day workshop for beverage company (March 9, 2015, Mississauga, ON)
- Full-day workshop for energy company (January 30, 2015, Toronto, ON)
- CPA Ontario course: How to Present Financial Data Effectively using PowerPoint (December 17, 2014, Ottawa)
- Lunch session for TMAC Toronto (November 27, 2014, Toronto, ON)
- CPA Ontario course: How to Present Financial Data Effectively using PowerPoint (November 17, 2014, Toronto)
- Full-day workshop for publishing company (November 14, 2014, Miami, FL)
- Full-day workshop for manufacturing company (November 12, 2014, London, ON)
- Half-day workshop for beverage company (November 11, 2014, Collingwood, ON)
- One and a half day workshop for financial institution (October 29-30, 2014, Toronto, ON)
- Presentation Summit conference (October 12-15, 2014, San Diego, CA)
- Full-day workshop for pension plan staff (September 23, 2014, Toronto, ON)
- Full-day workshop for manufacturing company (July 29, 2014, London, ON)
- CPA Ontario course: How to Present Financial Data Effectively using PowerPoint (July 9, 2014, Mississauga)
- Full-day workshop for network engineers (July 3, 2014, EMEA)
- Full-day workshop for manufacturing company (June 19, 2014, London, ON)
- Two-day workshop for process improvement specialists (June 9-10, 2014, Denver, CO)
- ICABC course: How to Present Financial Data Effectively using PowerPoint (June 4, 2014, Vancouver)
- Half-day hands-on workshop for pension plan staff (May 30, 2014, Toronto, ON)
- Attending the Authority Intensive conference (May 7-9, 2014, Denver, CO)
- Presenting Financial Information Visually in PowerPoint – Hands-on Tools and Techniques (May 7, 2014, Denver, CO)
- Presenting Financial Information Visually in PowerPoint – Hands-on Tools and Techniques (April 10, 2014 Toronto, ON)
- Full-day workshop for pension plan staff (March 11, 2014, Toronto, ON)
- Half-day workshop for national sales team (March 5, 2014, Toronto, ON)
- Using an iPad in Business Webinar for Rhonda Scharf February 13, 2014
- Full-day workshop for continuous improvement specialists (January 31, 2014, Toronto, ON)
- Two-day workshop for risk management professionals (January 21-22, 2014, San Francisco, CA)
- Full-day workshop for finance professionals (December 12, 2013, Schaumberg, IL)
- Full-day workshop for finance professionals (December 11, 2013, Schaumberg, IL)
- CPAO course: How to Present Financial Data Effectively using PowerPoint (December 3, 2013, GTA)
- Full-day workshop for finance professionals (November 28, 2013, Toronto, ON)
- IAAP Vancouver Presentation: How executives and assistants can work together to create more effective PowerPoint presentations; November 18, 2013
- ICABC Course: Creating an Online Presence For Your Practice (November 8, 2013; Vancouver, BC)
- ICABC course: How to Present Financial Data Effectively using PowerPoint (November 7, 2013, Vancouver)
- Full-day workshop for finance professionals (October 10, 2013, Toronto, ON)
- Using an iPad in Business Webinar for Rhonda Scharf October 3, 2013
- Webinar on the Results from the Latest Annoying PowerPoint Survey October 1, 2013
- Presentation Summit September 22-24, 2013
- Full-day workshop for pension plan staff (September 16, 2013, Toronto, ON)
- Full-day workshop for executives (August 26, 2013, Milford, MA)
- PowerPoint Productivity Techniques Webinar for Rhonda Scharf July 18, 2013
- ICAO course: How to Present Financial Data Effectively using PowerPoint (July 10, 2013, Toronto)
- Full-day workshop for manufacturing company (May 15, 2013, London, ON)
- Full-day workshop for sales engineers (April 22, 2013, Kansas City, MO)
- Full-day workshop for IT staff (April 11, 2013, Waterloo, ON)
- Full-day workshop for marketing staff (April 4, 2013, Ottawa, ON)
- Full-day workshop for IT staff (March 27, 2013, Waterloo, ON)
- Half-day workshop for continuous improvement staff (March 22, 2013, Toronto, ON)
- Full-day workshop for telecommunications company (March 19, 2013, Basking Ridge, NJ)
- Full-day workshop for marketing staff (March 6, 2013, Toronto, ON)
- Full-day workshop for manufacturing company (March 5, 2013, London)
- Full-day workshop for pension plan staff (February 26, 2013, Toronto, ON)
- Webinar for Rhonda Scharf (February 14, 2013)
- Conference presentation for Real Estate Company (February 8, 2013, Ft. Lauderdale, FL)
- Full-day workshop for petroleum company (February 5, 2013, Toledo, OH)
- Full-day workshop for marketing staff of technology company (January 19, 2013, Alpharetta, GA)
- Full-day workshop for government agency (January 15, 2013, Toronto)
- Full-day workshop for distribution company (December 14, 2012, Mississauga)
- Full-day workshop for government agency (December 6, 2012, Toronto)
- ICAO course: How to Present Financial Data Effectively using PowerPoint (November 27, 2012, Vaughan)
- Full-day workshop for government agency (November 23, 2012, Toronto)
- ICAO course: How to Present Financial Data Effectively using PowerPoint (November 21, 2012, Ottawa)
- Full-day workshop for wireless telecom company (November 13, 2012, Basking Ridge, NJ)
- ICAA course: How to Present Financial Data Effectively Using PowerPoint (Calgary Nov 8, 2012)
- ICAA course: How to Present Financial Data Effectively Using PowerPoint (Edmonton Nov 7, 2012)
- Advanced PowerPoint Webinar for Rhonda Scharf (November 1, 2012)
- Full-day workshop for petroleum company (October 30, 2012, Bakersfield, CA)
- Full-day workshop for government agency (October 25, 2012, Toronto)
- Conference presentation for Real Estate Course Instructors (October 15, 2012, Alliston, ON)
- Full-day workshop for wireless telecom company (October 11, 2012, Irvine, CA)
- Presentation Summit Oct 7-10, 2012
- Webinar for Rhonda Scharf (October 4, 2012)
- Half-day workshop for telecom equipment sales team (September 26, 2012, Baltimore, MD)
- Full-day session for medical devices company (September 18, 2012, Mississauga, ON)
- Full-day workshop for vehicle manufacturer (September 12, 2012, London, ON)
- Individual consulting for executive of a healthcare firm (September 6, 2012)