My focus is on helping professionals better understand financial numbers that feed into a Balance Sheet and Income Statement. No matter what your current title is, there is always room to learn different ways to interpret ratios, trends, etc. The classes I teach or presentations I give are designed so that everyone can walk away with newly gained and meaningful knowledge.
Future Presentation Dates & Locations
Here are several upcoming presentations I will be hosting. To learn more, simply click on the event date or location details.
- June 15 - 20, 2025
Athens, Georgia | Southeast Management School (SRCUS) - August 25 - 28, 2025
Las Vegas, Nevada | Financial Management School 2025 - America's Credit Unions - September 4 - October 30, 2025 (Each Wednesday)
Online | Financial Management Advanced eSchool
Presentation Resources
The links below are resources used and/or referenced in recent presentations.