Business Analytics Training

Whether you are just starting out on your analytics journey or you are an experienced advisor just looking to sharpen the saw, we have something for everyone. If you can’t find a training session that works for you, jump on our mailing list by subscribing to the sample report and we will let you know when new training events are available. Also feel free to suggest a training topic or invite us to present at your conference.

Analytics Ultimate Onboard Training (All Welcome)

A Practical Step-By-Step Guide to using Analytics Ultimate to Analyze Businesses in the Real World.

Format: Free Webinar

Dates:

9am-11am Friday 5th September 2025 (Aus Eastern) | 4pm-6pm Thursday September 4th 2025 (CA USA)

Can’t make any of the dates? You can access a recording of a previous webinar here.

Presented by Trevor Monaghan, Chartered Accountant Business Valuation Specialist. Trevor has personally written more than 900 business valuation reports across most industries and most jurisdictions in Australia, including regular appointments as single expert in family law matters of all sizes and complexities. He also provides strategic business advice directly to businesses and regularly provides business analytics and valuation training to accountants, CFO’s and lawyers. This training is designed for accountants, CFO’s, CEO’s and other professionals who want to learn how to use the Analytics Ultimate software to generate detailed analytical reports for their clients. Note: This training does not include business valuation theory and methods, which are covered by our sister company at www.valuationultimate.com

Contents:
– Setting up your Advisor Firm in Analytics Ultimate
– Understanding the Modular Structure of Analytics Ultimate
– Understanding the different Subscription Types
– Learn the different ways to Enter Data
– Learn how to make Normalization Adjustments
– Learn how to make 3-Way Forecasts
– Consolidated Reporting (including Adjustments & Forecasts)
– Budget Vs Actual Reporting
– Custom KPI’s and Custom Ratios
– Custom Charts
– Custom Tables
– Custom Reports
– Business Analytics Questionnaires
– Secure Client Portal
– Data Validation
– Internal Checklists and Review Notes
– Questions: Ask me anything!