IBCS reporting in Excel with Zebra BI

October 23
Vancouver, 2017

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Limited seats available!

* Early-bird Price available until September 2, 2017.

IBCS reporting in Excel with Zebra BI

Join our exclusive financial reporting training!

Hands-on 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

9:00 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 BREAK (15’)
10:45 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 LUNCH BREAK (45’)
13:00 Automating reports with Pivot tables
Linking Zebra BI charts to Pivot tables
Using Excel slicers for dynamic data filtering
Synchronizing filters across multiple report pages
Market share, benchmarking and other examples
14:30 BREAK (15’)
14:45 Best practice examples
Creating Income statement / Profit & Loss reports
Using Small Multiples
Cash Flow forecast, Accounts receivable, Product pricing, Time-series analysis and other examples
16:15 END
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Limited seats available!

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

Lecturer

Andrej Lapajne

CEO at Zebra BI and
IBCS founding member

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 helped 50+ international and regional companies like Coca-Cola Icecek, Sandoz, Danfoss, SandvikCoromant, Si.mobil (Telekom Austria Group), Atlantic Group and others achieve consistent and efficient internal reporting throughout the organization.

Andrej is a lecturer on information design at Faculties of Economics and Computer Science and informatics in Ljubljana. He's a frequent speaker at European conferences, utterly passionate about data visualization.

90+

workshop executions so far

250+

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

Canada Place
999 Canada Place
Vancouver, Canada

Register for the workshop

October 23, 2017

Mon 9:00 AM - 4:15 PM

Early-bird Price* (30% off)

CA$675 CA$475

Limited seats available!

* Early-bird Price available until September 2, 2017.