Corporate Speaking and Podcast Inquiries

Led by co-founder and Chief Strategy Officer Jon Thompson, our team of BI experts provides corporate data training and presentations for companies in the manufacturing, commercial services, distribution, SaaS, healthcare, finance, and legal industries.

In addition to educating teams about current technologies and business theories, Blue Margin speaking events outline the tactical steps any company can take to establish data intelligence and monetize data assets.

As with our consulting services, presentations are customized to the needs of an audience.

Jon Thompson

Jon Thompson - Professional

Jon Thompson, author of The Dashboard Effect, is co-founder and Chief Strategy Officer at Blue Margin, Inc. He and his brother, Brick Thompson, have founded several companies, including Vercuity, a data analytics firm that grew to over 500 employees and was backed by One Equity Partners.

Blue Margin, founded in 2011, has helped over 265 private equity and industrial firms efficiently convert data into automated dashboards, the short path to increasing growth and profitability. Clients include Waterpik, OtterBox, and Boa Technology. Over three decades, Jon has found that “most business problems come down to poor visibility," an epidemic that can be overcome through a few practical steps and an awareness of the pitfalls that trip up most companies.

Topics Include:

How data intelligence is an add-back investment and valuation enhancer at exit
How data visibility differentiates your company and shortens the sales process at exit
How BI accelerates your value creation plan
How data visibility aligns the board, PE firm, execs and employees
The Game of Work: using visibility to power healthy culture (which increases employee retention and performance)
How four common pitfalls keep companies from leveraging their data for growth and profitability (and how to avoid them)
How data lakes quickly integrate acquisitions and lay the foundation for future AI and ML tools
Show and Tell with Dashboard Case Studies: data visibility's transformative impact in manufacturing, distribution, commercial services, private healthcare, finance, SaaS and/or legal industries)
Business Intelligence for Manufacturing/ Commercial Services/ Industrials/ Distribution/ Private Healthcare/ SaaS/ Finance/ Legal
Scaling Up – How KPIs and job scorecards establish expectations and drive growth
Data's history and impact in private equity
How starting with your "why" (not your metrics) yields better business intelligence initiative outcomes
How to avoid technical debt (and why it matters)

Jon has a talent for explaining the link between data visibility and improving profitability and growth. From his presentation, I came away with a strong appreciation for the power of data and dashboards, and ideas about putting data to work to help our clients run their businesses better.

- Carter Freeman, VP, VCFO

Using real-world examples, Jon brought to life the amazing potential of BI for financial executives. He was a highlight of our conference.

- Jon Daich, Director, Utah Society of CPAs

Most webinars are long and unexciting. Jon's webinar on business intelligence was to the point, energetic, and well received by our clients. Finley & Cook is proud to partner with Blue Margin.

- Lynne Matallana, Biz Dev Supervisor, Finley and Cook

Jon’s content was well received, meaningful, the delivery thoughtful and impactful, and the presentation time was perfect.

- Ron Auletta, Operating Partner/Board Director/CEO, IGP Partners

Your presentation really hit the mark. The message was right on and well presented. Thank you for taking the time to do it right.

-Jeffrey Nagel, Operating Partner, AEA Investors

Jon's presentation was compelling and entertaining. A must for business leaders who want to capitalize on the explosive growth of business intelligence.

- Stan Mork, President, Information Technology Alliance

Jon’s presentation was refreshing in that he humanized the content – he was engaged with the virtual audience which is always difficult.

-Kristy Kelly, Manufacturer's Alliance

I was impressed by Jon's presentation. He obviously has a solid understanding of the subject and the ability to present that knowledge in an easily digestible and understandable way. His points were on target and the examples helpful in conveying the strength of using dashboards as a visualization tool for complex data and patterns.

-Robb Clawson, AMCA International

Interested in hosting Jon on your business podcast?

He has been featured on:

Would you like to feature Jon as a speaker at your next business event?

Fees vary depending on audience demographic and location.

Past Speaking Engagements:

Audax Group – Operator's Council
AEA Investors – CIO Symposium
Industrial Growth Partners – CEO Symposium
Microsoft Identity Team – Data Strategy Workshop
Virtual CFO (VCFO) – Data and the Office of the CFO
Constant Contact – Data Strategy Workshop
Information Technology Alliance – Annual conference
Wisconsin Institute of CPAs – Continuing Professional Education
North Carolina Association of CPAs – Continuing Professional Education
Texas Society of CPAs – Continuing Professional Education
Utah Association of CPAs – Continuing Professional Education
Colorado State University Business School – Graduate Program Guest Lecturer
AMCA International – North America Regional Conference