Conference Sessions

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AFP 2021 | Clear and Impactful Dashboards for Virtual Financial Presentations

Credits: CTP/CCM: 1.2 | FPAC: 1.2

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FP&A professionals are increasingly expected to be technical experts who can provide insights to financial and non-financial business partners.  What this requires is not just financial aptitude; it requires an understanding of how others interpret information and may be affected through their decision-making process. Using Power BI to explore principals for visual and virtual presentations this session demonstrates presenting findings through easy-to-understand mediums and data visualization coupled with presentation skills that delivers value and positions you as the go-to for the most important opportunities.

This session was originally delivered live at AFP 2021 and the recording is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP/CCM and/or FPAC credits. If you attended this session at AFP 2021 you cannot also claim credits for viewing this recording.

Quiz and Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records.

Speakers

  • Carl Seidman
    Principal
    Seidman Financial