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Calendar

Mar
18
Wed
Prospero Overview Demo
Mar 18 @ 3:00 pm – 4:00 pm

Looking for a better way of reporting and budgeting? Attend this comprehensive overview to see what Prospero has to offer. We have developed Prospero to help CFOs, business analysts, and other key stakeholders in your organization to produce reports, budgets, and forecasts in a timely fashion. Your organization will run smoother by having access to timely, detailed information to make informed decisions.

Session Objective: In this webinar, you will see a detailed overview of Prospero’s reporting and budgeting capabilities. After this session, our team will follow up with you to learn about the specific needs you have in order to show you how Prospero will help you overcome your budgeting and reporting challenges.

Mar
19
Thu
Microsoft Forecaster – Must-Have Reports
Mar 19 @ 1:30 pm – 2:30 pm

Analyzing budget data is a fundamental part of the budget process. Reports are integral to that process. In this webinar, Noah Moseley will review several reports vital for your budget including Revenue, Expenses, Human Resources and Capital. Email Noah directly with any questions prior to this webinar.

Mar
20
Fri
D365 Financial Reporter – Basics
Mar 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

Apr
1
Wed
Prospero Overview Demo
Apr 1 @ 3:00 pm – 4:00 pm

Looking for a better way of reporting and budgeting? Attend this comprehensive overview to see what Prospero has to offer. We have developed Prospero to help CFOs, business analysts, and other key stakeholders in your organization to produce reports, budgets, and forecasts in a timely fashion. Your organization will run smoother by having access to timely, detailed information to make informed decisions.

Session Objective: In this webinar, you will see a detailed overview of Prospero’s reporting and budgeting capabilities. After this session, our team will follow up with you to learn about the specific needs you have in order to show you how Prospero will help you overcome your budgeting and reporting challenges.

Apr
9
Thu
Microsoft Forecaster – Budgeting Payroll
Apr 9 @ 1:30 pm – 2:30 pm

Microsoft Forecaster has a built-in option for budgeting Human Resources and payroll data. In this webinar, Noah Moseley will review the setup and data entry for this powerful, yet easy-to-use, integral part of the budget process. Email Noah directly with any questions prior to this webinar.

Apr
14
Tue
Prospero Budgeting: Human Resource and Capital Budgeting Setup
Apr 14 @ 1:30 pm – 2:30 pm

Nick Sercer will review the easy setup needed for budgeting Human Resources and Capital in Prospero. Email Nick directly with any questions prior to the webinar.

Prospero Reporting: Security, Report Distribution, Graphing and Drilldown
Apr 14 @ 3:00 pm – 4:00 pm

Nick Sercer will explore Prospero security settings, report distribution, graphing and drilldown for financial reporting. Email Nick directly with any questions prior to the webinar.

Apr
15
Wed
Prospero Overview Demo
Apr 15 @ 3:00 pm – 4:00 pm

Looking for a better way of reporting and budgeting? Attend this comprehensive overview to see what Prospero has to offer. We have developed Prospero to help CFOs, business analysts, and other key stakeholders in your organization to produce reports, budgets, and forecasts in a timely fashion. Your organization will run smoother by having access to timely, detailed information to make informed decisions.

Session Objective: In this webinar, you will see a detailed overview of Prospero’s reporting and budgeting capabilities. After this session, our team will follow up with you to learn about the specific needs you have in order to show you how Prospero will help you overcome your budgeting and reporting challenges.

Apr
16
Thu
Introduction to Management Reporter
Apr 16 @ 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

Apr
17
Fri
Advanced Management Reporter
Apr 17 @ 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.