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Text Content

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EXCEL DASHBOARDS FOR CFOS & FINANCE: EFFECTIVE MONITORING & REPORTING

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SUMMARY



Excel Dashboards are a powerful and adaptable tool to quickly combine large and
complex financial data into a dynamic and easy-to-read format. Dashboards enable
CFOs and financial managers to clearly communicate pertinent information for
effective decision making.

Learn the skills to turn complicated financial data into clear and concise
reports for your CEOs, managers, consultants and board members. Join us for this
interactive, 100-minute webinar to discover how to:



 * Link spreadsheets to other programs like MS Access, SQL databases & text
   files
 * Utilize Pivot Tables and Pivot Charts to summarize key data
 * Review information at a high level, while keeping detailed information only a
   couple mouse clicks away
 * Use dashboards to clearly communicate metrics to non-financial audiences


PROGRAM HIGHLIGHTS

Excel Dashboards: Arranging your Data into Clear Charts & Tables

 * Discover the power of self-updating chart titles
 * Techniques to bring data into Excel from external sources
 * Creating dynamic visual presentation: Slicers, Sparklines & more
 * How to create a single worksheet that performs multiple tasks

Pivot Tables & Dashboards: Techniques to Present Data At-a-Glance

 * Drill down for the raw information: How to access additional detail
 * Avoid common pivot table conflicts by using linked pictures
 * Set-and-forget links: How to export text files from other programs
 * Jump start dashboards with the Recommended Pivot Tables and Analyze Data
   features

Tools to Enhance the Dashboard Functionality: Key Features & Techniques

 * Slicers and Timelines: More efficient ways to filter your PivotTable data
 * Self-expanding data ranges: References for graphs, tables, & formulas
 * Visually presenting your information in dashboard form


ABOUT THE SPEAKER



David H. Ringstrom, is a CPA and owner of Accounting Advisors, Inc., an
Atlanta-based spreadsheet consulting firm that he started back in 1991.



 * He is an author, Microsoft Excel spreadsheet expert, and consultant.
 * David teaches over 200 live webinars on Excel each year, and has written
   articles on spreadsheets that have been published internationally. He is the
   co-author of “Idiot’s Guide: Introductory Accounting” and has served as the
   technical editor for dozens of books in the “QuickBooks for Dummies” series.
 * Attendees often speak highly of David's well-prepared handouts that provide
   numbered steps that you can follow to carry out the techniques that he
   presents during his webinars.


PROGRAM BENEFITS

In this 100-minute webinar you'll discover how you can create impressive and
interactive Excel dashboards to present financial information to decision
makers. Effectively monitor key information in a way that anyone can understand.



CREDITS



CREDIT HOURS:

2.0

FIELD OF STUDY:

Finance

PROGRAM LEVEL:

Basic Knowledge

PREREQUISITES:

None

ADVANCE PREP:

None

DELIVERY METHOD:

Group Internet Based
Progressive Business Conferences is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org


REGISTRATION


EXCEL DASHBOARDS FOR CFOS & FINANCE: EFFECTIVE MONITORING & REPORTING

Live event begins Thursday, June 23, 2022, 12PM (ET)

Live + On-Demand $199 + applicable taxes
more info
For the live training(s) you've selected:
You will receive access to the live event(s) which includes a copy of the
speaker's presentation, real-time training with our expert instructor, and an
interactive question & answer period. Two to three business days after each live
training concludes, an email is sent to registrants which contains a link for
unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s) you've selected:
You'll receive a link to access the recording(s) in your order confirmation
email. On-demand recordings also include a copy of the speaker's presentation
and the ability to submit your questions to the expert, for up to 7 days after
viewing.
3 Workshop
Bundle $300 + applicable taxes
more info
Take advantage of our three workshop bundle to enhance your learning beyond the
training you initially selected. Our workshop bundle allows you to select three
workshops (Live or On-Demand) at a discounted price.
For the live training(s) you've selected:
You will receive access to the live event(s) which includes a copy of the
speaker's presentation, real-time training with our expert instructor, and an
interactive question & answer period. Two to three business days after each live
training concludes, an email is sent to registrants which contains a link for
unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s) you've selected:
You'll receive a link to access the recording(s) in your order confirmation
email. On-demand recordings also include a copy of the speaker's presentation
and the ability to submit your questions to the expert, for up to 7 days after
viewing.
One-year subscription (All Access Membership) $699 + applicable taxes
more info
With this subscription, you will receive 1 year of unlimited access to our full
library of on-demand trainings as well as priority access to trainings that are
upcoming.
For the live training(s):
You will receive access to the live event(s) which includes a copy of the
speaker's presentation, real-time training with our expert instructor, and an
interactive question & answer period. Two to three business days after each live
training concludes, an email is sent to registrants which contains a link for
unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s):
You'll receive access to our full library of on-demand trainings along with the
speaker's presentation and handouts for each event.

If you can’t make it live, no worries! You’ll receive the recording and
materials after the event.

Add To Cart

Guaranteed to be Good

All training experiences include a 7-day 100% money-back guarantee.

Full-Team Pass

Simply share the invite link with your team so you can learn and grow together!

Yours Forever

The event recording and materials are yours to rewatch and share as you choose.


REGISTER NOW


LIVE EVENT

Thursday, June 23, 2022

at 12PM (ET)

Live + On-Demand $199 + applicable taxes
3 Workshop Bundle $300 + applicable taxes
One-year subscription (All Access Membership) $699 + applicable taxes


If you can’t make it live, no worries! You’ll receive the recording and
materials after the event.

Add To Cart

Guaranteed to be Good

All training experiences include a 7-day 100% money-back guarantee.

Full-Team Pass

Simply share the invite link with your team so you can learn and grow together!

Yours Forever

The event recording and materials are yours to rewatch and share as you choose.


CREDITS



CREDIT HOURS:

2.0

FIELD OF STUDY:

Finance

PROGRAM LEVEL:

Basic Knowledge

PREREQUISITES:

None

ADVANCE PREP:

None

DELIVERY METHOD:

Group Internet Based
Progressive Business Conferences is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org

Learn Excel Now helps you conquer the fear of Excel. By providing self-paced and
instructor-led training and free strategies and guides, we leave no Excel
mystery unsolved.

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