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How to Leverage Excel in Financial Reporting
Includes Software Demo
Computer Software and Applications

HOW TO LEVERAGE EXCEL IN FINANCIAL REPORTING

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
Other
Course Description

Delivering the right data at the right time is a goal every organization should strive to achieve. Using that data to better inform leadership decisions across an organization is FP&A done right, yet many organizations struggle with this. In today’s world, that means that “a single version of truth” is merely a dream for most companies. Can companies really leverage Excel to deliver financial analysis?

Learning Objectives:


  • Discover ways to assess the quality of data your company has

  • Learn what you can do to impact data quality

  • Understand how to leverage Excel to ensure analytical integrity and deliver financial and operating reporting that matter.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kevin Gibson

insightsoftware
Senior Solutions Engineer
[email protected]
(984) 204-4531

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Prior to joining insightsoftware in 2014, Kevin was a Financial Reporting Manager and Spreadsheet Server user for six years. Before that, he was the corporate controller for a healthcare company and an audit senior manager for a regional accounting firm. Kevin is a CPA and gains his unique perspective from 20+ years of hands-on corporate experience.

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Sherry Puckett

insightsoftware
VP Solutions Engineering
[email protected]

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Sherry is a CPA and former CFO in the banking industry where she was a user of Spreadsheet Server. She has over 20 years’ experience in corporate finance and has worked with many planning and reporting tools.

About Our Presenter

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insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate. Over 25,000 organizations worldwide rely on insightsoftware’s portfolio of financial reporting, business dashboards, budgeting and planning, consolidation and close, tax provisioning, and transfer pricing applications to provide them with increased productivity, visibility, accuracy, and compliance.