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Free cpe webinars
Transform Your Finance Organization: Modernize Planning, Analysis & Reporting

TRANSFORM YOUR FINANCE ORGANIZATION: MODERNIZE PLANNING, ANALYSIS & REPORTING

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 3, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Do you feel the month-end dread? Are manual tools and processes, stressful deadlines, and stretched resources causing you and your team headaches?

If 2020 taught us anything, it is that financial planning and analysis (FP&A) teams need strong FP&A capabilities that allow them to test financial levers, quickly re-forecast, and make data-driven decisions at speed. 

Learning Objectives:


  • Identify how to free up your finance team by entering numbers directly into a data analytics environment

  • Recognize how to make your financial statements more interactive

  • Determine how to harness financial and operational data to make timely, data-driven decisions



 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Dan Harrison

Phocas Software
Chartered Accountant

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Dan Harrison has over 10 years of experience as a Chartered Accountant. Dan has been the Financial Controller for multi-national companies and has provided management accounting services to small and medium-sized businesses. Dan runs his own accounting practice while also working closely with the team at Phocas to develop a suite of financial products that adds significant value to finance teams globally.

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Page Schrock

Phocas Software
Solutions consultant

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Page Schrock is a Solutions Consultant with Phocas Software, a data and financial analytics provider. Prior to joining Phocas, Page spent 10 years in the wholesale distribution industry where he managed different business systems and processes. Page now applies his wholesale distribution experience and deep knowledge of technology to help customers discover exactly what Phocas can do for them.

About Our Presenter

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Phocas Budgeting and Forecasting software is designed to provide a single source of truth that allows for collaboration with budget stakeholders, readily integrates non-financial and operational data, and delivers a clearer picture of your business. With Phocas, forecasts are more accurate and easier to make, and you can say goodbye to complex, error-prone spreadsheets for good. Learn more at https://www.phocassoftware.com.