Overview of Creating Realistic Budgets and Accurate Financials
Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to your career. When terms like ROI, EBIT, GAAP, and extrapolation join the conversation, you’ll want to know what people are talking about, and you’ll want to be able to participate in the discussion.
The Budgets And Financial Reports workshop will give you a solid foundation in finance. We’ll cover topics like commonly used terms, financial statements, budgets, forecasting, purchasing decisions, and financial legislation.
The Fraud training session yesterday was really great. You have a great way of providing good, relevant information while also being very entertaining and keeping the group engaged. That is not an easy feat, especially during those all day sessions so thanks again.
Fraud Risk Assessment Attendee - Boston IIA March 2017
I attended your Project Management seminar today and found it very interesting and motivating! Would you please send me the project planning and status templates that you referenced today? Feel free to include any other template along these lines and throughout the process that may be helpful.
I look forward to attending other seminars that will be available later this year.
Project Management - North Jersey IIA
I really enjoyed and greatly appreciate your delivery of the message you were trying to convey. You really made the meeting very enjoyable and upbeat. I hope to attend or see you again in the future. I was just reaching out to you and letting you know what I thought of the book that I purchased from you at the meeting.
I really enjoyed the aspect of the book that you kept it in a narrative and story style. I think it made it a very quick read and also puts the skills and practices that are referenced in the book as well as your training into real world scenarios. I also really like how each chapter was broken out after the chapter with the skills sets, messages, or concepts listed instead of like a textbook format throughout the chapter. I thoroughly enjoyed reading the book. I have recommended the book to my supervisors that I think this book and your trainings would be very beneficial to all of my co-workers.
I really appreciated you letting me feel so included in your discussion and presentation. Being a younger professional who thinks they have a very strong soft skills set I still feel like I learned and took away a lot from your book and training. I hope to continuously improve my people centric skill set and hope to someday be in a position where I can make an impact as broad as you have.
Senior Auditor
Decatur, IL IIA Class – February 2016
AttendeeSenior AuditorPrivateDecatur, IL
4.86/5.00 Rating
“Very Good Presentation”
“Presenter was engaging and practical. The session was quite interactive, providing good feedback”
“Bring him back!”
HFTP Controllers Conference - Practical Ethics
Management:
I appreciate the time and effort Danny put into the training. We were a tough crowd and he did an excellent job.
I’ve been to a lot of trainings over the years. I think Danny is probably the best I’ve seen at creating an upbeat environment where everyone feels comfortable participating. He did really well at keeping folks engaged. He also covered a lot of valuable ground. On the whole, he was excellent.
Private Training - People Centric Skills April 2017 (Oregon)
It was such a pleasure attending your class on yesterday, a job well done. You mentioned in the class that there were several spread sheets and charts available if we were interested. If you don’t mind I would like copies of the doc’s.
Thanks and I am sure I will be attending another one of your dynamic sessions.
Project Management - North Jersey IIA
“It was great meeting you last week in your training class. I really loved your presentation and content and how you made the course very interactive. I found your session to be very powerful.” – Attendee, CAE
San Jose IIA: People-Centric Skills
Thank you Danny.
Really enjoyed your course and I don’t say that very often.
IT Auditing for Non-IT Auditors (Omaha) Attendee - May 2017
Danny is a great speaker and the review of the audit process is critical because many times, we might think we are being valuable to our institution, but we have some areas that we may lack. The discussions with the audience were helpful because I got to hear similarities and differences among audit shops because everyone has certain ways that they conduct their processes. As still being fairly new to internal audit, this session really opened my eyes more to the audit process and the ways that we should carry ourselves among our colleagues in the institution.
ACUA Annual Conference (Miami) - 9/2016
I enjoyed the class. Your delivery was unique/informal from other presentations I have been a part of and it was effective in delivering the message. I got a lot out of the last two and a half days.