FP&A WORKSHOP
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.
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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.
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.
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"I would recommend this workshop to any company struggling with messy and inefficient reporting tools."
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:
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!
"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."
"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."
| 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 |
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.
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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!
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.
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!
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.
Zebra BI is an IBCS certified Excel add-in for producing IBCS compliant reports, dashboards and presentations in a few clicks.
Customers of Zebra BI include Bayer, Swarovski, Coca-Cola bottlers, Roche, SanofiAventis, and City and County of San Francisco.
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