Charting, Graphing, and Mapping Data Made Easy!
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
In a data-driven world, financial professionals are expected to not only analyze numbers but also translate them into compelling stories that drive decisions. This course is tailored for those who want to elevate their data presentation skills using Excel and other popular tools. Participants will dive into the art of charting, learning how to choose the right graph for their data and audience. Whether it’s a pie chart that reveals a budget’s composition or a line chart that shows financial trends over time, attendees will leave with a thorough understanding of each chart’s purpose and application.
Beyond the basics, this course offers a deep dive into the Microsoft Office suite’s charting capabilities, ensuring that participants can seamlessly integrate their visuals into Word, PowerPoint, and beyond. With hands-on exercises, they’ll transform raw figures into clear, informative charts that make an impact. By the end of the sessions, financial professionals will be adept at mapping data in a way that tells a story, engages stakeholders, and influences strategy. Don’t miss the opportunity to enhance your presentations and reports-secure your spot today and start turning your data into persuasive narratives that resonate with your audience.
Highlights
Crafting Visuals: Selecting the Right Chart Type, Excel Charting: From Basic to Advanced Techniques, Integrating Charts: Microsoft Office Suite Mastery, Data Storytelling: Converting Numbers into Narratives
Prerequisites
None
Designed For
Financial professionals eager to elevate their Excel reporting should attend.
Objectives
Identify and apply the most effective chart types to represent financial data clearly., Demonstrate proficiency in utilizing Excel to transform complex datasets into engaging visual stories., Compare and contrast the functionalities of Excel with other charting tools to optimize data presentation., Demonstrate how to turn raw data into meaningful information with charting and diagraming., Execute advanced charting techniques within the Microsoft Office suite to enhance report and presentation quality., Design impactful data narratives using charting and graphing skills that drive strategic business decisions.
Preparation
None, but working knowledge of Excel will be helpful.
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $135
Member Price $105