Financial Literacy: Cutting Through the Numbers

Neil Morgan FCPA has a broad range of experience gathered from 12 years working in the private sector and a further 15 years working for the Victorian Government. During this time Neil has also been able to contribute to the oversight of not-for-profit organisations having spent many years volunteering for church leadership and finance committees and more recently joining a non-government school Board. Over this time Neil has worked in a range of finance related and management activities including auditing, corporate planning, accounting, management reporting, board reporting, business case review, capital reporting, project management, regulatory reduction and staff management. In addition, Neil has three years recent experience as a Board Director, Chair and as a member of Board Finance, Remuneration and Policy sub-committees. This breadth of experience enables Neil to draw on a vast array of knowledge and offer perspectives on a wide variety of issues. In addition, Neil is a member of CPA's Public Sector and Not for Profit committee.  

Alan Sweeney helps accountants to communicate numbers using visuals and data story telling. In 2006 Alan trained as an accountant in Ireland’s largest company, CRH. He has since worked across commercial and non-profit sectors. Since moving to Australia in 2009, Alan has found three new loves: Excel, data visualisation and stand-up comedy.  Through stand-up, Alan learned the craft of communication and began training accountants to present, running an in-house professional development programme at Asahi Beverages (Schweppes). Alan is the principal at Visual Finance, founded 2016. He says "an accountant’s job is to analyse and communicate the numbers, but no one teaches them the communication part. My goal is to change that."