Even if you provide completely accurate numbers during a financial presentation, you can give misleading information, a lack of context, and a report that leaves attendees scratching their heads.

Over the past two decades, while helping dozens of CEOs and CFOs prepare financial presentations to investors, I have witnessed many of the same missteps. It’s time to talk about the seven deadly sins ...

Maui County recently received awards for distinguished budget presentation and excellence in financial reporting from the Government Finance Officers Association. According to county officials, Maui ...

Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...