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Calendar

Jul
23
Thu
Microsoft Forecaster Top 10 Features to Improve Your Budget Process
Jul 23 @ 10:30 am – 11:30 am

Still budgeting in Excel? Avoid those spreadsheet pains and inefficiencies. Derek Krebs discusses the Top 10 “Best Of” features of Microsoft Forecaster to centralize, automate and improve your budgeting and forecasting process.Email Derek directly with any questions prior to this webinar.

Aug
13
Thu
Microsoft Forecaster – Forget 2020. Let’s Focus on 2021
Aug 13 @ 10:30 am – 11:30 am

Join Nick Sercer on this look at options for your 2021 budget. Leverage Forecaster’s flexible version control to budget several scenarios at once; because after 2020, who knows what’s going to happen next year.Email Nick directly with any questions prior to this webinar.

Introduction to Management Reporter
Aug 13 @ 11:00 am – 5:00 pm

This course will focus on introducing and demonstrating the concepts of Management Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting. This training utilizes Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP training materials.

Learning Objectives:

• Understand Management Reporter product functionality.
• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
• Avoid common self-taught pitfalls
• Navigate and organize building blocks
• Prepare Report Definitions and change run time options
• Set up Management Report Library structure
• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports

Aug
14
Fri
Advanced Management Reporter
Aug 14 @ 11:00 am – 5:00 pm

Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter.

A senior consultant with the MSX Group will guide you through hands-on exercises while sharing best practices from their extensive implementation experience. Learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.

Sep
17
Thu
Microsoft Forecaster: Top 10 Features to Improve your Budgeting, Forecasting and Report Analysis
Sep 17 @ 10:30 am – 11:30 am

Derek Krebs reviews features of Forecaster that can be used to improve your budgeting and reporting processes. Email Derek directly with any questions prior to this webinar.

Sep
22
Tue
2020 Fall Management Reporter and Forecaster User Forum
Sep 22 @ 11:00 am – 5:00 pm

Join other Management Reporter and Forecaster users for our FREE 2020 Fall Forums, where we will discuss information, tips and tricks, and insight into how other organizations are using these powerful legacy products in their operations.

Sep
23
Wed
2020 Prospero Fall User Forum
Sep 23 @ 11:00 am – 5:00 pm

Join other users of MSX Group’s budgeting and financial reporting product, Prospero®, in a one-day, online user conference discussing tips and tricks for getting the most out of this powerful reporting and financial analysis solution.

Oct
15
Thu
Microsoft Forecaster: Preparing for a New 2021 Budget
Oct 15 @ 10:30 am – 11:30 am

Noah Moseley discusses the steps to get started on your 2021 Budget in Forecaster. Email Noah directly with any questions prior to this webinar.

Nov
19
Thu
Microsoft Forecaster – Designing Custom Input Templates
Nov 19 @ 10:30 am – 11:30 am

Nick Sercer reviews techniques for creating unique, custom input templates in Forecaster to help your budget contributors focus on what is most important. Email Nick directly with any questions prior to this webinar.

Nov
20
Fri
D365 Financial Reporter – Basics
Nov 20 @ 11:00 am – 5:00 pm

This course will focus on introducing and demonstrating the concepts of Dynamics 365 Financial Reporter to users who are new to the product. The class will start with a brief demonstration, and then move on to an overview of building blocks and navigation. We will step through creating a trial balance and detailed income statement. Next, take the design process a step further and see how Reporting Trees add power and flexibility to your reporting process. Last, use the skills you have learned to do Side by Side Reporting.

Learning Objectives:

• Understand Dynamics 365 Financial Reporter product functionality.
• Able to create Row, Column and Reporting Tree definitions in accordance with best practice guidelines
• Avoid common self-taught pitfalls
• Navigate and organize building blocks
• Prepare Report Definitions and change run time options
• Set up Management Report Library structure
• Produce financial reports such as a Trial Balance, Income Statement, Expense analysis, and Departmental Reports including side by side reports