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Calendar

Oct
12
Tue
Prospero Budgeting: Preparing for a New Budget Year
Oct 12 @ 3:00 pm – 4:00 pm

A well-designed input process requires very little preparation when transitioning to a new budget year in Prospero. Join Nick Sercer as he discusses various techniques you can use to make your budget process as flexible as possible to make annual maintenance a breeze. Email Nick directly with any questions prior to this webinar.

Session Objective: Existing and prospective users of Prospero will learn various techniques for creating highly-functional, reusable Input Sets. This session includes opportunities for Q&A.

Oct
14
Thu
Management Reporter: Utilizing Attributes in Reporting
Oct 14 @ 12:00 pm – 1:00 pm

Gaining new insight into your data can be a game-changer. Nick Sercer will explore ways to utilize Attributes to enhance drilldown in existing reports as well as create new reports that allow you filter and highlight data based on source information such as customer or vendor.

Email Nick directly with any questions prior to this webinar.

Microsoft Forecaster: Preparing for a New Budget Year
Oct 14 @ 1:30 pm – 2:30 pm

Preparing for a new Budget in Forecaster can be a challenge. Nick Sercer will walk you through the process step-by-step to ensure the process goes smoothly.

Email Nick directly with any questions prior to this webinar.

Session Objective: New and existing Forecaster users will learn the various steps needed to prepare for a new budget year including setting up Periods, Input Sets, updating columns, reports and menus. Includes Q&A.

Nov
16
Tue
Prospero Reporting: Report Building Best Practices
Nov 16 @ 1:30 pm – 2:30 pm

What are the best practices for building Report Definitions, Line Sets, and Column Sets using Prospero? In this webinar, Noah Moseley will share techniques for building great reports with an emphasis on data integrity and easy maintenance. Email Noah directly with any questions prior to this webinar.

Session Objective: Existing and prospective users of Prospero will learn how to build reports leveraging Prospero features such as automatically-expanding summary accounts. This session includes opportunities for Q&A.

Prospero Budgeting: Budget and Forecast Building Best Practices
Nov 16 @ 3:00 pm – 4:00 pm

What are the best practices for building budget and forecast input screens using Prospero? In this webinar, Noah Moseley will share techniques for building easy-to-use input screens with an emphasis on data integrity and easy maintenance. Email Noah directly with any questions prior to this webinar.

Session Objective: Existing and prospective users of Prospero will learn how to build input screens leveraging Prospero features such as automatically-expanding summary accounts. This session includes opportunities for Q&A.

Nov
18
Thu
Management Reporter: Report Building Best Practices
Nov 18 @ 12:00 pm – 1:00 pm

What are the best practices for building Report Definitions, Row Definitions, Column Definitions and Reporting Tree Definitions using Management Reporter? In this webinar, Noah Moseley will share techniques for building great reports with an emphasis on data integrity and easy maintenance.

Email Noah directly with any questions prior to this webinar.

Session Objective:Existing and prospective users of Management Reporter will learn how to build reports leveraging Management Reporter features such as wild cards and ranges. Includes Q&A.

Microsoft Forecaster: Budget and Forecast Building Best Practices
Nov 18 @ 1:30 pm – 2:30 pm

What are the best practices for building budget and forecast input screens using Microsoft Forecaster? In this webinar, Noah Moseley will share techniques for building easy-to-use input screens with an emphasis on data integrity and easy maintenance.

Email Noah directly with any questions prior to this webinar.

Session Objective: Existing users of Microsoft Forecaster will learn how to build input screens leveraging Forecaster features such as All Segment Input. Includes Q&A.

Dec
14
Tue
Prospero Reporting: 7 Cool Reports
Dec 14 @ 1:30 pm – 2:30 pm

We will review 7 Cool Reports in Prospero to demonstrate the power and flexibility to create a variety of reports including: Actual vs Budget variance reporting, Relational Percent of Sales, Statement of Cash Flow, Multi-company consolidation, Side-by-Side column reporting, Sorting, Graphing, and more! Email Derek directly with any questions prior to this webinar.

Session Objective: Existing and prospective users of Prospero will see how easy it is to create and use many exciting kinds of reports within Prospero. This session includes opportunities for Q&A.

Prospero Budgeting: 7 Cool Budget Models
Dec 14 @ 3:00 pm – 4:00 pm

We will review 7 Cool Budget/Forecast models in Prospero to demonstrate the power and flexibility to create a variety of budget templates including: Income Statement modeling using different segments/dimensions/filters in the Line/Column/Prompt, Rolling Forecasts, Balance Sheet & Cash flow, Bottom-Up and Top-Down driver based modeling and more! Email Derek directly with any questions prior to this webinar.

Session Objective: Existing and prospective users of Prospero will see how Prospero can be configured to handle a variety of budgeting, forecasting, and planning scenarios. This session includes opportunities for Q&A.

Dec
16
Thu
Management Reporter: Year End Reporting, Audit & Clean Up
Dec 16 @ 12:00 pm – 1:00 pm

Learn some recommended maintenance and upkeep tips for Management Reporter as you prepare for year-end, and in general all year round, to help keep Management Reporter running smoothly. In this webinar, Derek Krebs will review a variety of reports to help with month-end, year-end, auditing, and general financial analysis.

Email Derek directly with any questions prior to this webinar.

Session Objective:Management Reporter users will learn tips for report maintenance as they prepare for year-end. Q&A Included.