Communications and Marketing

Accounting spreadsheets frequently require more than a straightforward lookup or SUM formula. This session explores several approaches to complex problems, from retrieving the last matching record to target-matching with Solver and protecting important workbook work.This presentation answers the question:How can I choose Excel techniques for accounting problems that go beyond routine formulas?Topics typically covered:· Advanced...

Financial reports often require repeated copying, filtering, and restructuring whenever new data arrives. Modern dynamic array formulas offer ways to create financial statement views that adapt as source data and reporting requirements change.This presentation answers the question:How can dynamic array formulas make financial reporting more responsive to changing data?Topics typically covered:· Unique report categories: UNIQUE...

You wouldn’t run a finance function on good intentions alone. Your leadership deserves the same discipline.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program that helps CPAs, CFOs, and accounting professionals turn leadership principles into consistent daily practice. Build a rhythm for setting priorities, coaching employees, recognizing contributions, and reinforcing accountability—even when...

Different perspectives can strengthen a team. Generational labels can get in the way.For CPAs, CFOs, and accounting professionals, leading across age groups means navigating different approaches to communication, technology, career development, and client service. How do you turn those differences into better collaboration?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program that...

Peak season is predictable. Perpetual overload shouldn’t be your operating model.For CPAs, CFOs, and accounting professionals, deadlines are relentless—and accuracy is nonnegotiable. How do you sustain exceptional results when your team’s capacity is stretched?Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program on sustaining high performance without exhausting the people who deliver...

Missed deadlines. Recurring errors. Disruptive behavior. The longer leaders avoid the conversation, the more likely these problems become the standard.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program designed to help CPAs, CFOs, and accounting professionals address difficult issues with clarity, confidence, and respect. Learn to separate observable facts from assumptions, explain...

Your analysis is sound. Your recommendation matters. How do you get others to act when they don’t report to you?For CPAs, CFOs, and accounting professionals, success often depends on securing support across departments, priorities, and personalities. Join Doug Van Dyke, CEO of Leadership Simplified, to discover practical ways to turn expertise into influence—and influence into...

Deadlines don’t pause for change—and neither do client expectations. For CPAs, CFOs, and accounting professionals, the challenge is advancing new systems, processes, and priorities while protecting accuracy, engagement, and team capacity.Join Doug Van Dyke, CEO of Leadership Simplified, for a practical program on leading change your team can sustain. Learn to distinguish resistance from confusion,...

When the numbers are clear but opinions differ, how do you move forward? For CPAs, CFOs, and accounting professionals, disagreements over budgets, priorities, and business strategy can sharpen decisions—or strain relationships and stall execution.Join Doug Van Dyke, CEO of Leadership Simplified, to discover how to turn competing perspectives into stronger outcomes. Learn to surface concerns before...

When deadlines tighten and the stakes rise, technical expertise is only part of the equation. The quality of your decisions—and how you communicate them—can shape financial outcomes, team confidence, and stakeholder trust.Join Doug Van Dyke, CEO of Leadership Simplified, for an engaging, practical program designed for CPAs, CFOs, and accounting professionals who make consequential decisions...