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FINANCIAL PLANNING & ANALYSIS

4: Integration and Divestiture Panel

Mergers, Integrations, & Divestitures represent some of the most significant corporate change events for accounting and finance personnel and departments. Each unique transaction has many different challenges before, during, and after the transaction. Join a panel of financial executives who have recently experienced transactions to share practical insights regarding significant considerations and experiences.

12A: Effective Data-Driven Storytelling

Session #1: This session is designed to introduce people to the key principles behind effective data-driven storytelling. This involves how combining the data, visuals, and narrative is necessary to tell a data-driven story. We will share the role of all 3 and key principles for designing meaningful visuals that aid the storytelling process. 

12B: Effective Design Principles for Financial Modeling

Session #2: This session is designed to walk through the steps necessary to design a robust financial model. This will involve reviewing bad and good examples in Excel and showing examples of 12 guiding principles for financial modeling. This session will focus on the # 1 reasons financial models fail and it is due to poor design. This session will be hands-on with examples and software provided in KSU's new computer lab.

12C: Effective Data Visualization for Finance Professionals: Tools and Best Practices

Session #3: This session is designed to focus on building effective data visuals. This session will build on the Effective Data-Driven Storytelling session but is not required to attend. We will review effective data visualization principles and walk through how to build several data visualizations in Excel and then mention the benefits of common BI platforms such as Power BI and Tableau. You will get hands-on practice with examples and software provided in KSU's new computer lab.

22: Economic Update

Are you in search of an informed view of the current economic outlook? The Federal Reserve Bank of Cleveland’s presentation will touch on data series used to understand economic trends and discuss some of the recent work being done at the Cleveland Fed to track the economy during these tumultuous times.

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