Live Educational Webinar
The Evolution of a Great Spreadsheet Report
Price: FREE
Jan. 11, 2018 Thursday
11:00 AM - 12:00 PM (Pacific)
1 Hour
Registration for this event is currently closed

Free Live Webinar

  • Free CPE
  • Non-sponsored Events mean you never listen to a 3rd party sales pitch – it’s all just great education
  • Expert-instructor-led learning with live Q&A
  • Based on a great course on Illumeo
Randall Bolten CEO, Lucidity

The most important skill needed to develop a great spreadsheet report is not numbers wizardry, nor accounting and finance experience, nor technical Excel expertise – it’s the ability to tell a story.   In that sense, it’s similar to the skills that lead to effective writing and eloquent speaking. 

This webinar takes a unique perspective toward the development of reports that are delivering quantitative information, by emphasizing the same approach to spreadsheets that one would use to draft and edit an important memo or position paper.

During this webinar you'll learn the skills usually associated with effective writing and speaking, as well as designing reports that contain relevant and important information. You'll also learn how to use ratios, key indicators, and other metrics, as well as how to use artwork and text effects to make your information visually stimulating.

You can preview this course on our site.

Learning Objectives

After attending this event you will be able to:
Apply the same skills normally associated with effective writing and speaking to designing a report that contains principally quantitative information
Use ratios, key indicators, and other metrics to enhance the meaning of the raw numbers in your report
Use spreadsheet text effects and artwork to make your quantitative information visually appealing and organized for intuitive audience comprehension


Randall BoltenCEO, Lucidity
Randall Bolten
CEO, Lucidity
An accomplished executive who has directed the financial operations of public companies and startups, and interacted with many boards of directors and investors, Randall Bolten is the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You." Passionate about the importance of presenting financial and other numerical information cogently and effectively, Bolten provides professional training to the corporate finance community to help design clear, concise and innovative reporting packages, compensation plans aligned with performance and objectives, manage equity incentive plans for maximum benefit and impact, develop innovative pricing models, handle investor relations effectively, enable effective cross-function collaboration, especially with sales, and fully understand revenue recognition, stock option accounting and other GAAP issues.
Moderated by Jennifer RobbinsIllumeo Webinar Manager
Moderated by Jennifer Robbins
Illumeo Webinar Manager
Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 200 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.