Pay-to-view recorded webinars with  CAANZ, & ICAEW

Webinars with ACCA, CAANZ, & ICAEW are open to non-members. I have delivered a number of webcasts which you can access through these third parties on a pay-to-view basis. The webcasts are as follows:


Link in ACCA

Link in CAANZ

Link in ICAEW

Management focused webinars

Transform your KPIs (2x 90 mins)



Lean planning and forecasting for the 21st century (3 x 90 mins)

Improve your organisation’s cash flow through better management and forecasting


One-page 21st century reporting formats


Finance team focused webinars

Rapid year-end accounts (90 mins)

 1 x 90 mins

Lean accounting Functions   


Rapid month-end reporting in three days or less – (2x 90)

30 ways to improve accounts payable (90 mins)

1 x 90 mins

Register for a GoToMeeting with David

Attend a 90-Minute session with like-minded individuals who are wishing to implement David’s intellectual property.

The GoToMeetings will cover:

  • How to hold a two-day critical success factors workshop
  • A walk through David’s KPI Book
  • A walk through David’s financial controller’s & CFO’s toolkit (Book)
  • Becoming a winning leader – A Viking with a mother’s heart
  • Attracting and recruiting talented staff
  • 21st Century lean work habits
  • What you need to know before you enter into takeover or merger
  • The foundation stones of performance related pay
  • 21st Century board reporting
  • How to ascertain performance measures

The cost of the 90-Minute GoToMeeting will arrange between NZ $250 – $300. The additional attendees from the same company are half price. When the date of GoToMeeting has been set, attendees will be asked to pay for the session by PayPal.

To register your interest, please click here.

Example of some courses held

How to make your KPIs work – November 2014 Tour

Workshop Title City and Date
How to make your KPIs work Auckland10 November Tauranga11 November Hamilton13 November Wellington17 November Christchurch18 November Dunedin20 November

This course will address the common issues of how you measures subjective areas, how KPIs can assist in a change process, where KPIs link to strategy, what measures should I use in the sales and operational areas, how to ascertain measures and why SMART measures do not necessarily work.

IBM – Creating a future ready enterprise – Keynote address – September Tour

Workshop Title City and Date
IBM – Creating a future ready enterprise – Keynote address Melbourne Sydney Brisbane Auckland

Courses held in Australia 2014

Course Sydney Melbourne Brisbane
Winning KPIs 30 May 26 May 28 May
Journey to lean accounting 21 Aug 18 Aug 19 Aug

Full series (4 Masterclasses) – Places in the Winning CFO Series can be shared among colleagues.

Courses presented in UK 2014

Workshop Title Duration Manchester London
Masterclass in KPIs and Rolling Forecasts For course flyer,click here Full Day Tuesday 8 April Thursday 10 April

In the morning David will cover the myths around KPIs, the four types of performance measures, how to ascertain your organisation’s critical success factors and their related KPIs and how they should be reported.At this workshop a practical step by step methodology is shared that helps organisations to rediscover their critical success factors and underpin their winning key performance indicators.In the afternoon David will cover the foundation stones of rolling planning and forecasting and the better practices you need to adopt to save months from the annual planning process. Also covered will be cases studies on planning tool implementation and the transition to a rolling planning process

Winning KPI Master Classes

One day workshop

Winning KPI Master Classes One day workshop

uk-course1Porto 11th October, For more information click here

Courses presented in New Zealand 2013

Workshop Title Auckland – North Shore Auckland – Otahuhu Christchurch
Winning finance teamsFor course flyer, click here 11 Nov 2013 12 Nov 2013 7 Nov 2013

Book your course today by clicking here

Courses presented in Australia 2013

Workshop Title City and Date
Item #1 Description
Winning CFOs Melbourne 14th NovSydney 15th Nov

Courses presented in South Africa 2013

Workshop Title City and Date
Winning KPIs Johannesburg June, 2013

David’s courses presented through Waymark Solutions.

Video of David Speaking at the 8th TEC Asia Annual Meet

Course Cancellation Policy

Cancellations up to two weeks prior to the workshop (four options)

Bookings can be cancelled with a 10% administration surcharge up to 2 weeks before the course, all course papers sent as final settlement, another person can be sent as a substitute or the fee paid can be carried forward to another course.

Cancellations within the last two weeks (three options)

Another person can be sent as a substitute, all course papers sent as final settlement, or the fee paid can be carried forward to another course. In all cases fee is payable within the original stated dates in the brochure.