Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar is designed for Accounting & Finance professionals to master the art of presenting financial data effectively. Key themes include understanding data types, selecting appropriate chart formats, principles of good design, storytelling with data. Topics cover creating clear, accurate, and engaging visuals, and leveraging visualizations for insightful business decision-making.
This course is crucial for CPAs as it equips them with the skills to effectively communicate complex financial data, aiding in clearer decision-making, enhancing client understanding, and providing a competitive edge in data-driven business environments.
Key Takeaways
By the end of this course, participants will be able to:
- Apply principles & techniques for selecting the most effective chart types to accurately represent different financial data sets.
- Effectively design in data visualization to enhance clarity, impact, and user engagement.
- Communicate complex financial insights compellingly.
- Maintain accuracy and integrity in financial data visualizations.
- Apply concepts in real-world scenarios, enhancing skills in data interpretation and decision-making.
Who Will Benefit
This course benefits CPAs, financial analysts, and accounting professionals seeking to enhance their data presentation skills for better decision-making and communication.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)

Ron Monteiro is a Finance & Business Professional with 15+ years of finance and FP&A experience, including VP of Finance at a Canadian beverage company. Ron earned his Bachelor of Commerce degree from the University of Toronto and has his CPA, CMA designations. Ron has worked at several top-tier companies, including Hitachi, Kraft Foods, and Campbell Soup. Ron facilitates training sessions for Clear Concept Inc. and is the lead facilitator for the high-performance team’s program. He is also a ‘Culturepreneur coach’ for Waterstone Human Capital. Ron has a deep understanding and passion for helping Finance and Accounting individuals develop world-class communication and presentation skills.