Live Replay WebinarBasic level

Charting, Graphing, and Mapping Data Made Easy!

In a data-driven world, financial professionals are expected to not only analyze numbers but also translate them into compelling stories that drive decisions. This course is tailored for those who want to elevate their data presentation skills using Excel and other popular tools. Participants will dive into the art of charting, learning how to choose the right graph for their data and audience. Whether it's a pie chart that reveals a budget's composition or a line chart that shows financial trends over time, attendees will leave with a thorough understanding of each chart's purpose and application. Beyond the basics, this course offers a deep dive into the Microsoft Office suite's charting capabilities, ensuring that participants can seamlessly integrate their visuals into Word, PowerPoint, and beyond. With hands-on exercises, they'll transform raw figures into clear, informative charts that make an impact. By the end of the sessions, financial professionals will be adept at mapping data in a way that tells a story, engages stakeholders, and influences strategy. Don't miss the opportunity to enhance your presentations and reports—secure your spot today and start turning your data into persuasive narratives that resonate with your audience.

CPE Credits2
Field of Study Specialized Knowledge
Instructor Stephen Yoss

Course details

Recommended CPE credit
2
Field of study
Specialized Knowledge
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Course number
24c00957

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits
$150 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Sep 11
Professional Security Strategies for Financial Pros Conference · Sep 8–11, 2026 · Online · this course runs Sep 11, 2026 · event offers up to 32 credits
$300 View event
Nov 16
Technology Improvement Week: Better Systems, Better Results Conference · Nov 16–19, 2026 · Online · this course runs Nov 16, 2026 · event offers up to 27 credits
$150 View event

Your instructor

Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

Full profile →

You might also like

Upcoming dates

Loading…