• financial staff examining charts
    Designing a Business Intelligence Dashboard: How to enhance user experience
    • July 11, 2025

    Investing time in the design of the dashboard will help make the dashboard efficient, user friendly and aesthetically pleasing. Designing the dashboard from the perspective of the end user, designer and BI developer will help achieve this. Exhibit A: Executive Dashboard sample Exhibit B:...

  • Trimming the Tech Stack
    Webinar Recap: Trimming the Tech Stack – How CFOs Can Optimize Their IT Systems
    • June 26, 2025

    In today’s digital landscape, CFOs are increasingly expected to play a central role in technology decision-making. Sapling Financial Consultants was delighted to host a webinar with members of FEI Canada’s, Toronto Chapter to discuss on Trimming the Tech Stack. Our Senior Engagement Manager, Morné...

  • Sapling Financial Consultants celebrates the opening of its first U.S. office in Atlanta
    • June 23, 2025

    Atlanta, GA and Toronto, ON, June 23, 2025 — Sapling Financial Consultants Inc., a Toronto-based boutique financial consulting firm, has opened its first U.S. satellite office in Atlanta, Georgia. Having established its client footprint in Atlanta in 2021, Sapling serves private equity firms, investment...

  • Excel vs. Power BI: Choosing the Right Tool for Your Reporting Needs
    • June 18, 2025

    When working with unstructured or structured data alike, choosing the right tool can be a game-changer in terms of time spent on analysis and the value of the insights produced. By far, the most widely used tools for data analysis and visualization are Excel...

  • https://www.rawpixel.com/image/8732334
    Sapling Financial Consultants launches Green Shoots M&A Index
    • June 12, 2025

    Index finds Canadian M&A poised to rise as U.S. deal flow rebounds  Toronto, ON, June 12, 2025 — Sapling Financial Consultants has released its first Green Shoots M&A Index for Canada and the U.S., a data-driven model that predicts North American M&A trends. The...

  • user on a laptop
    Row-Level Security in Power BI: Key Steps for Implementation and Data Protection
    • May 20, 2025

    The Challenge of Data Access Control When setting up a business intelligence solution for your company, you’ll face a crucial challenge: your database and dashboards contain vast amounts of information, but not all users should have access to everything. To address this, Power BI...

  • Tariff turbulence seminar
    How to Proceed with Caution? The Value of the QoE during Tariffs Turbulence
    • April 21, 2025

    Sapling Financial Consultants was delighted to facilitate an interactive webinar on April 1 to discuss the latest challenges posed by tariffs and how a Quality of Earnings (QoE) report can help during these turbulent times. Our Senior Engagement Manager, Kevin Zhao, shared valuable insights...

  • Re-Evaluating Products and Services with activity based costing models as tariffs loom
    Activity-Based Costing – Re-Evaluating Products & Services as Tariffs Loom
    • April 21, 2025

    Sapling Financials Consultants was pleased to lead an engaging webinar focused on the value provided by activity-based costing and its application in environments characterized by uncertain costs. Our Consultant, Tyler Grube, shared valuable insights into how managers can use Activity-Based Costing (“ABC”) models to...

  • jar of change with plant growing out of it
    Building Dynamic Revenue Forecasting Models for Changing Markets
    • April 15, 2025

    Revenue projections can make or break business decisions, yet many companies still rely on static models that struggle to keep up with shifting market conditions. Businesses need accurate and adaptable tools to predict their revenue and manage costs effectively. A dynamic revenue forecasting model...

  • Financial Stress Testing for the Impact of Tariffs
    Webinar Recap: Financial Stress-Testing for the Impact of Tariffs 2025
    • March 18, 2025

    Sapling Financial Consultants was delighted to facilitate an interactive webinar with members of FEI Canada’s, Toronto Chapter to discuss the latest challenges posed by tariffs. Our Senior Engagement Manager, Dave O’Brien, CPA MFin, shared valuable insights on financial stress-testing as a tool for understanding...

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