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Use Excel to Build a Complete Management Reporting System in 3 Hours

Virtual Seminar


Thursdays, 6/13/2019 & 6/20/2019
1:00 PM - 3:00 PM Eastern Time

$400 | $500
Computer Software & Applications
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No organization can function without thoughtful, effective management reporting. Moreover, those management reports are a powerful tool for creating an enterprise-wide “common language.”

In this course we start with a fresh look at the fundamentals of good report design, and identify the design principles common to all great management reporting systems. Then, from a blank Excel worksheet, we build a complete set of reports linked to a sample existing general ledger.

You’ll get an essential guide for FP&A professionals delivering management reports in small-to-medium-sized organizations, as well as a rapid-prototyping tool that will be valuable even in large organizations. And you’ll come away with many tips & tricks that will be useful in all sorts of FP&A tasks.

Learning Objectives

  • Understand and apply the 8 design principles common to all effective management reports

  • Use Excel to quickly build informative, professional-looking management reports

  • Develop spreadsheet habits, tricks, and basic approaches invaluable to any FP&A task

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Randall Bolten
Author, CEO, Lucidity

Randall Bolten is the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” published in 2012 to glowing reviews.  His 30-year career as a Silicon Valley financial executive, which provided the inspiration for “Painting with Numbers,” includes 20 years as CFO for both public companies and startups, and also senior finance positions at Oracle and Tandem Computers.  In addition to providing CFO-related services, he currently teaches (U.C. Berkeley, Coburg University), speaks, leads workshops, and writes extensively on communicating numbers effectively; and operates Lucidity, his consulting practice.  Bolten holds a BA from Princeton and an MBA from Stanford.