Join renowned Excel expert Jon Peltier for a free webinar on March 5th that will revolutionize how you build and present financial data. Learn how to turn standard Excel workbooks into powerful, interactive tools that bring your analysis to life.

This session delivers practical techniques you can use immediately to enhance your financial analysis and reporting. You’ll learn the same methods top firms use to create clear, powerful Excel models that impress stakeholders and make complex data easy to understand.

Techniques covered in this session:

• Utilization of VBA to automate repetitive tasks and streamline processes in Excel.
• Creation of dynamic and interactive dashboards to present data effectively.
• Advanced chart customization techniques to enhance visual storytelling.
• Step-by-step guidance on integrating external data sources into Excel models.
• Tips for leveraging Excel’s built-in functions and formulas for complex data analysis.
• Strategies for optimizing worksheet performance and handling large datasets efficiently.

Whether you’re working on investment analysis, risk assessment, or financial reporting, these techniques will transform how you use Excel to present and analyze data.

This webinar is designed for finance professionals who know Excel’s basics but want to create more sophisticated reports and models. Peltier draws from decades of experience to show you exactly how the industry’s top analysts build dynamic workbooks that save time and drive better decisions.

*Includes a detailed workbook with real-world examples you can start using right away. 

Speaker Info 

Jon Peltier is a master of leveraging the power of Excel to produce and simplify complex solutions in engineering, finance, and marketing. Jon holds a Doctor of Science degree from MIT in Metallurgy, his background includes Manufacturing, Statistics, Total Quality, and Six Sigma, and he knows more about Excel charts than practically anyone. Jon has been a full-time Excel developer since 2004 and has received Microsoft’s Most Valuable Professional award every year since 2001.

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