IBCS reporting in Excel with Zebra BI (San Francisco, Oct 6)

October 6
San Francisco, 2017

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Limited seats available!

* Early-bird Price available until March 31, 2017.

FP&A WORKSHOP

Creating efficient financial reports in Excel

Join the San Francisco premiere of our popular workshop on designing financial reports, dashboards, and business presentations.

Hands-on Excel/Zebra BI training with lots of examples, best practices and numerous tips and tricks to fix your reporting issues.

Trusted by

What do your financial reports look like?

All too often, they fall somewhere between messy spreadsheets and dashboards, full of poorly labeled and inappropriate charts, that simply do not get the message across to decision makers.

Countless reports and presentations are created throughout organizations daily, all in different formats, lengths, shapes, and colors, depending on personal preferences of the person who prepares them.

The result? Managers are not making their way through the data presented and stakeholders are failing to make important decisions.

Messy spreadsheet, inappropriate dashboard

Solution? Companies like Coca-Cola, Swarovski, Roche, Bayer, and Philips have redesigned their financial reports according to the IBCS (International Business Communication Standards).

Join our workshop to learn the best-practice reporting in Excel.

You’ll acquire skills to create clear, exact, intuitive, and meaningful reports:

… and never again will your reports and presentations go unnoticed!

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Limited seats available!

* Early-bird Price available until March 31, 2017.

Hosted by

IBCS logo
Magnus Hoffritz

"I would recommend this workshop to any company struggling with messy and inefficient reporting tools."

Magnus Hoffritz Senior Sales & Operations Manager, Danfoss

Why attend?

We'll present proven techniques for getting your reports read and used more.

Start creating understandable and visually compelling daily, monthly, annual and ad-hoc reports, dashboards and business presentations.

The seminar provides knowledge and skills required by:

    • FP&A professionals
    • finance managers
    • business analysts and planners
    • CFOs
    • BI professionals
    • consultants
    • and other reporting professionals

Learn from real-world examples and templates from some of the world's most renowned companies.

Zebra BI Report Template Bonus Pack included - you'll get most famous IBCS reports, ready-made to use!

Maria Vinokurov

"I walked in expecting to learn a trick or two about Excel reporting. I walked away with a robust framework on financial reporting that is incredibly logical and applicable to my everyday work."

Maria VinokurovFinance Manger at Contently, Inc.
Ilkay Furmaz

"With the help of Andrej's trainings and Zebra BI tool, we have been able to unify reports, presentations and dashboards across 10 countries within the Coca-Cola Icecek group."

Ilkay FurmazCoca-Cola Icecek
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Limited seats available!

* Early-bird Price available until March 31, 2017.

Agenda

8:30 AM Check-in and networking
9:00 AM The IBCS® Standard and Zebra BI charts
Overview of the IBCS® rules and recommendations
Zebra BI charts – how and when to use them
Building reports and presentations with Zebra BI
10:30 AM BREAK (15’)
10:45 AM Building variance reports
Building standard Sales vs. Budget reports
Building standard Cost vs. Budget reports
Using Page Layouts, adding and writing comments
Creating linked (updatable) PowerPoint presentations
12:15 PM LUNCH BREAK (45’)
1:00 PM Automating reports with Pivot tables
Linking charts to Pivot tables
Using Excel slicers for dynamic data filtering
Synchronizing filters across multiple report pages
Market share, benchmarking and other examples
2:30 PM BREAK (15’)
2:45 PM Best practice examples
Creating Income statement / Profit & Loss reports
Cash Flow forecast
Accounts receivable
Product pricing
Time-series analysis and other examples
4:15 PM Group discussion
5:00 PM END
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Limited seats available!

* Early-bird Price available until March 31, 2017.

Speakers

Andrej Lapajne, lecturer

CEO at Zebra BI, founding member of IBCS Association

Andrej Lapajne is a founding member of IBCS (International Business Communication Standards) Association and a Hichert@IBCS Certified Consultant.

In his 15 years of experience as a consultant, he's implemented reporting systems and business intelligence dashboards in pharma, telco, retail, FMCG, manufacturing, insurance, banking, energy, media, public sector and high tech industries. He has helped Coca-Cola bottlers, Bayer, Roche, Danfoss, SandvikCoromant and many other international companies achieve consistent and efficient reporting.

Andrej is a frequent speaker at conferences in Europe and US. He introduced the IBCS standard to the US audience at the AFP2015 Annual Conference in Denver and a series of lectures and workshops, including one at McKinsey & Co, NYC in 2015. He is a guest lecturer at Faculties of Economics and Computer Science and informatics in Ljubljana.

Brian T. Kalish, guest speaker

Founder and Principal at Kalish Consulting

Brian Kalish is the former executive director of Global FP&A Practice at AFP. He has over 20 years experience in Finance, FP&A, Treasury and Investor Relations.

Prior to joining AFP, Brian held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. In addition to his robust consulting and advisory practice, he acts as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtable meetings in North America, Europe, Asia and soon South America.

Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

150+

workshop executions so far

550+

companies attended

9.8/10

average attendee satisfaction index

What people say

Janet Macdonald

As a business intelligence professional, it was a really great learning experience to take part in the McKinsey Seminar & IBCS Reporting/Dashboard Training in NYC hosted by Andrej Lapajne. Andrej’s passion for the language of data visualization and its capabilities in the business environment was apparent. Learning IBCS and how it can improve reporting and presentation functions really made sense.

But, more importantly, the training centered around communicating data so the recipient(s) spend less time interpreting multiple visual formats. Combined with Zebra BI’s reporting functions, these tools can circumvent much of the headache involved when trying to create and communicate complex business data. Zebra BI will save me time and I’m eager to get started!

Janet MacdonaldSenior Manager, American Express
Maria Vinokurov

The Designing Reports Seminar with Andrej Lapajne far exceeded my expectations. I walked in expecting to learn a trick or two about Excel reporting. I walked away with a robust framework on financial reporting that is incredibly logical and applicable to my everyday work. Andrej is a wonderful teacher who takes the time to explain concepts and, more importantly, apply them to the real world.

Immediately after the seminar, I had multiple ideas on how to apply the principles I learned in my job as a Finance Manager. I believe anyone interested in creating reports or presenting findings would benefit from Andrej's seminar.

Thank you, Andrej, for sharing all of your valuable knowledge.

Maria VinokurovFinance Manger at Contently, Inc.
Ilkay Furmaz

Andrej conducted trainings for 50 analysts and managers at Coca-Cola Icecek in 2014. With the help of his trainings and Zebra BI tool, we have been able to unify reports, presentations and dashboards across 10 countries within the Coca-Cola Icecek group.

Good before/after examples were the key to getting the IBCS Standards accepted on top management level. For us, this was a transformational experience!

Ilkay FurmazCoca-Cola Icecek
Magnus Hoffritz

I was very impressed by a Design Workshop for Excel conducted by Andrej. Often these kind of workshops can be tedious and unfocused, but this was not the case. It was very well organized and all participants found it very fruitful. This was mainly thanks to the professionalism and friendliness of Andrej.

I would recommend this to any company struggling with messy and inefficient reporting tools.

Magnus Hoffritz Senior Sales & Operations Manager, Danfoss
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Limited seats available!

* Early-bird Price available until March 31, 2017.

Location

MicroTek Training Rooms
655 Montgomery Street, Suite 400
San Francisco, California 94111
United States

Register for the workshop

October 6, 2017

Fri 9:00 AM - 4:15 PM

$420

$357 for 2+ persons

Limited seats available!