Dashboarding for growth using Fathom with Geni Whitehouse
In this session, you will learn how to expand your expertise to reach a larger audience of both new clients and more leaders within existing client businesses. Drawing from her own experience working with wineries in Napa Valley, Geni Whitehouse will share secrets of using Fathom as a way to connect financial results to individual actions, create forecasts, and design reports that meet the needs of even the most discerning investors. Grow your business and deepen your own expertise while you take the mystery out of financial results for your clients.