Training

We offer training for three types of audiences:

Excel Users Looking to Improve Their Skill Sets

Matt is an MVP of the MrExcel.com message board.  He has answered nearly 8,000 Excel questions from users around the world, and he has held sessions for audiences as small as one-on-one to as large as 100+. 

Whether you're looking for general tips to work better & faster in Excel or have a list of specific topics you'd like to learn more about, our material is highly-customized, interactive, and tailored to the specific desires of each audience.  

Finance Professionals

There are better ways to present financial results than just putting spreadsheets on slides! 

We offer a 2 day class that teaches the importance of establishing a framework/structure for the share-out, catering to the audience, principles of slide design, and effective charting. 

This training has been well-received by all levels of finance professionals, from entry-level analyst to MBA new hire to experienced manager to executives to CFO.

Owners/Non-finance Executives

We have helped clients better understand their financial reports, learn common pitfalls to watch out for, and learn strategies for having more productive conversations with your CFO/finance team during the reviews of monthly/quarterly/annual results.