Financial Modeling Tip – The Pyramid Principle

Financial Modeling Tip – The Pyramid Principle Financial modeling spreadsheets can quickly become unwieldy when analyzing complex business problems or dealing with large amounts of underlying data. In this article we share a structured approach for designing Excel models that has proven to be quite useful over the years – we call it the “PyramidContinue reading “Financial Modeling Tip – The Pyramid Principle”

The Art and Science of Compensation Benchmarking

The Art and Science of Compensation Benchmarking Many organizations view their people as their greatest asset and source of long-term competitive advantage. Particularly in knowledge-based businesses (and, really, in 2023 what businesses aren’t?), compensation costs are often the largest ongoing investment. When you consider the hot market for talent, internal equity and affordability, not toContinue reading “The Art and Science of Compensation Benchmarking”

In Hot Pursuit: Tactics for Winning the Bid

In Hot Pursuit: Tactics for Winning the Bid For many years, I delivered training that focused on grant and proposal writing for a Canadian college. When developing the curriculum, the particular focus I took was drafting winning proposals for published bid opportunities, primarily in the public sector. I spent years working in the public sectorContinue reading “In Hot Pursuit: Tactics for Winning the Bid”

Stakeholder Engagement: A Key Ingredient to Project Success

Stakeholder Engagement: A Key Ingredient to Project Success Recently, I had the privilege of facilitating a workshop focusing on project management fundamentals as part of the British Columbia Institute of Technology’s (BCIT) Corporate and Industry training within BCIT’s School of Business + Media. The workshop covered off many key aspects of project management, but theContinue reading “Stakeholder Engagement: A Key Ingredient to Project Success”

The Impact of Change Management When Applied to Corporate Transactions

The Impact of Change Management When Applied to Corporate Transactions Recently, I have been reflecting on a few of the transactions I have been privileged to be a part of, including working with a couple of companies in their pursuit of going public. Aside from the required regulatory elements and routine transaction-related steps, my mindContinue reading “The Impact of Change Management When Applied to Corporate Transactions”

Power Query Basics – Automating a Foreign Exchange Rate Feed in Excel

In this article, we’ll walk through how to build an Excel spreadsheet using Power Query to pull foreign exchange rates from the Bank of Canada’s website. Even if you’ve never used Power Query before, in 15 minutes or less you’ll get a basic understanding of the tool and be left with a useful automated exchange rates spreadsheet.

Mentorship and the Art of Giving Back

Mentorship and the Art of Giving Back How to get the most out of your next mentoring experience Giving back is a big part of how we do business. There is often a natural give and take in our line of work, and more broadly, in most industries within corporate life. But giving back extendsContinue reading “Mentorship and the Art of Giving Back”