Prospero Webinar Videos
Prospero General Overview Webinar
Prospero Educational Webinars for Reporting
Prospero Educational Webinars for Budgeting
These recorded sessions are meant to showcase how Prospero can help you address your financial reporting and budgeting needs in a single software suite.
Prospero Overview for Financial Reporting and Budgeting
This video provides a general overview of the Prospero Financial Reporting and Budgeting software.
Prospero Reporting: Publishing Reports
Prospero provides the option to save, or publish, generated reports in order to preserve a snapshot of the report in time. Publishing reports preserves the data, parameters and formatting for that specific report or chart for the time that the report was run. In this video, Noah Moseley discusses how to take advantage of the Published Reports feature in Prospero.
(Recorded: July 2022)
Prospero Reporting: Migrating from Microsoft FRx/Management Reporter (MR) to Prospero
This session highlights the FRx/MR report conversion utility, new features in Prospero to leverage and other process improvements to your reporting. In this Webinar, Noah Moseley discusses the benefits of converting to Prospero from MR and FRx .
(Recorded: Tuesday, March 29, 2022)
Prospero Reporting: The Importance of Account and Transaction Details
Prospero offers account-level details and transaction-level details in reporting. Accountants love this information. People outside of accounting love it, too. In this Webinar, Noah Moseley shows you how to make this information available in the reports that need it for the people who will find it most useful.
(Recorded: Tuesday, February 23, 2022)
Prospero Reporting: 7 Cool Reports
In this webinar, Derek Krebs reviews 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!
(Recorded: Tuesday, December 14, 2021)
Prospero Reporting: Report Building Best Practices
What are the best practices for building Report Definitions, Line Sets, and Column Sets using Prospero? In this webinar, Noah Moseley shares techniques for building great reports with an emphasis on data integrity and ease of maintenance.
(Recorded: Tuesday, November 16, 2021)
Prospero Reporting: Crash Course – Top 10 Tips
This is a great crash course on Prospero reporting for both beginner and experienced users. Come see the top 10 Tips for improving your reporting process. Derek Krebs shares his favorite tips from his 25 years of experience with financial reporting and budgeting to highlight the key features in Prospero to bring the EASY button to your reporting and analytics.
(Recorded: Tuesday, September 14, 2021)
Prospero Reporting: Security, Report Distribution, Graphing, and Drilldown
Security is critical when working with sensitive financial data. In this webinar, Derek Krebs will guide you through the process of securing your data and other aspects of Prospero. In addition, techniques will be discussed for getting more out of your reports with graphing and drilldown.
(Recorded: Tuesday, June 15, 2021)
Prospero Reporting: Balance Sheet, Cash Flow, and Consolidated Financial Statements
Most companies produce Balance Sheet and Cash Flow statements, but no matter how similar these may look, there are a lot of different ways to produce them efficiently and effectively. In this webinar, Noah Moseley shows how Prospero can help you produce these reports as well as more advanced consolidated financial statements.
(Recorded: Tuesday, May 18, 2021)
Prospero Reporting: Budget, Forecast, and Variance Reporting
Many businesses rely on variance reporting to gauge the health of their finances and the accuracy of their budgets and forecasts. In this webinar, Nick Sercer shares techniques for creating reports in Prospero which pull data from multiple book codes for comparison and analysis.
(Recorded: Tuesday, April 13, 2021)
Prospero Reporting: Migrating from Microsoft FRx/Management Reporter (MR) to Prospero
Implementing new financial reporting software doesn’t have to be time consuming, expensive, or complicated. Prospero’s automated conversion tool allows you to hit the ground running when migrating from Microsoft’s legacy reporting tools, FRx and Management Reporter. But Migration doesn’t end with copies of reports — Derek Krebs demonstrates many of the new features and capabilities Prospero provides to simplify and streamline your reporting processes!
(Recorded: Tuesday, March 23, 2021)
Prospero Reporting: The Importance of Account and Transaction Details
Details are important. Explore how Prospero offers users greater insight into account and transaction-level details in financial reporting. For example, you can define column definitions to easily break down journal entries by source or vendor upon drilling down in your reports. Noah Moseley will discuss these and other techniques!
(Recorded: Tuesday, February 17, 2021)
Prospero Reporting: Crash Course for New Users
Noah Moseley gives a quick overview of Prospero’s key features to help new users hit the ground running or to help experienced users with a quick refresher!
(Recorded: Tuesday, December 15, 2020)
Prospero Reporting: Variance Reporting – Actual vs Budget or Year to Year
Nick Sercer highlights techniques for comparing data across multiple book codes and year to year.
(Recorded: Tuesday, November 17, 2020)
Prospero Reporting: Top 10 Features to Improve your Reporting, Distribution & Analysis
Derek Krebs reviews many features of Prospero that can be used to improve your financial reporting processes
(Recorded: Tuesday, September 15, 2020)
Prospero Reporting: Get the Most out of Your Reports – Prompt Selection and Drilldown
Nick Sercer highlights options for choosing prompts and changing the drilldown order to see the data just the way you need it.
(Recorded: Tuesday, August 11, 2020)
Prospero Reporting and Budgeting: The End User Perspective (Don’t Do It the Old Fashioned Way)
Noah Moseley showcases the end-user experience for reporting and budgeting in Prospero. Forget legacy products like Management Reporter, FRx and Forecaster. Prospero provides a newer, easier, more enjoyable experience.
(Recorded: Thursday, June 11, 2020)
Prospero Reporting: 7 Cool Reports to Maximize Your Visibility and Analysis
Noah Moseley reviews seven reports in Prospero which can improve your understanding of company performance and keep track of variances before they get out of hand.
(Recorded: Thursday, June 11, 2020)
Prospero Reporting: Security, Report Distribution, Graphing, and Drilldown
Nick Sercer explores Prospero’s security settings, report distribution, graphing, and drilldown features for financial reporting.
(Recorded: Tuesday, April 14, 2020)
Prospero Reporting: Balance Sheet, Cash Flow and Consolidated Financial Statements
Derek Krebs looks at differing versions of some common financial statements.
(Recorded: Thursday, March 12, 2020)
Prospero Reporting: Advantages Over Management Reporter and FRx and New Features to Leverage
Noah Moseley discusses the easy transition to Prospero including the many similarities and improvements between Prospero and these legacy products.
(Recorded: Tuesday, February 18, 2020)
Budget and Forecast Reports Using Prospero
Nick Sercer demonstrates how easy it is to use Prospero to present budget and forecast data, whether or not Prospero is your budgeting and forecasting solution.
(Recorded: Tuesday, December 17, 2019)
Troubleshooting Financial Statements Using Prospero
Nick Sercer demonstrates how to troubleshoot report building in Prospero to make sure your financial statements are accurate.
(Recorded: Tuesday, December 17, 2019)
Prospero Report Building Basics
Derek Krebs presents basic report building tips and tricks that can be applied to all reports created in Prospero.
(Recorded: Thursday, November 14, 2019)
Consolidated Financial Statements in Prospero
Derek Krebs demonstrates easy techniques for building consolidating financial statements using Prospero.
(Recorded: Thursday, November 14, 2019)
Dashboarding your Financial Data in Prospero
Noah Moseley reviews ways to present your most relevant financial data in the most easily understood formats.
(Recorded: Tuesday, October 29, 2019)
Prospero Financial Statement Security and Distribution
Noah Moseley reviews Prospero security and report distribution options.
(Recorded: Tuesday, October 29, 2019)
Prospero Budgeting: Line Item Details
Line Item Details allow budgeters to add supporting detail rows to any account row available for input on the budget input screen. This includes a unique ID, Label, balances and annotations. Budgeters may add as many Line Item Detail rows to an account as needed. In this video, Noah Moseley discusses the many ways Line Items can be used to help you build a better budget or forecast.
(Recorded: July 2022)
Prospero Budgeting: Migrating from Microsoft Forecaster to Prospero
This session showcases the new features in Prospero to leverage and other process improvements to your budgeting, forecasting and analysis. In this Webinar, Noah Moseley discusses how conversion to Prospero from Forecaster can be accomplished.
(Recorded: Tuesday, March 29, 2022)
Prospero Budgeting: Weekly Forecasting
Many businesses rely on weekly forecast numbers in order to schedule operations. Prospero can handle any set of forecast periods needed (weekly, daily, monthly, quarterly, etc.). In this Webinar, Noah Moseley discusses possible setup options for these scenarios.
(Recorded: Tuesday, February 22, 2022)
Prospero Budgeting/Forecasting: 7 Cool Budget Models
In this webinar, Derek Krebs reviews 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!
(Recorded: Tuesday, December 14, 2021)
Prospero Budgeting: Budget and Forecast Building Best Practices
What are the best practices for building budget and forecast input screens using Prospero? In this webinar, Noah Moseley shares techniques for building easy-to-use input screens with an emphasis on data integrity and ease of maintenance.
(Recorded: Tuesday, November 16, 2021)
Prospero Budgeting: Crash Course – Top 10 Tips
This is a great crash course on Prospero budgeting/forecasting for both beginner and experienced users. Come see the top 10 Tips for improving your budgeting process. Derek Krebs will share his favorite tips from his 25 years of experience with financial reporting and budgeting to highlight the key features in Prospero to bring the EASY button to your budgeting, forecasting and analytics.
(Recorded: Tuesday, September 14, 2021)
Prospero Budgeting: Human Resource and Capital Budgeting Setup
The details matter! When working out your anticipated budget for the coming year, knowing the detailed expenses for your assets – both physical and human – can be critical to getting the plans right. In this webinar, Derek Krebs will help you “capitalize” on some of the most powerful features in Prospero, Human Resources, and Capital setup.
(Recorded: Tuesday, June 15, 2021)
Prospero Budgeting: Different Budget Methods Using Prospero
Everybody needs to budget, but there is not one specific way to produce it. In this webinar, Noah Moseley will demonstrate various techniques that are available within Prospero to help build the budget your organization needs to effectively plan for the upcoming year.
(Recorded: Tuesday, May 18, 2021)
Prospero Budgeting: Use Rolling Forecasts to Stay on Top of Your Budget
As time goes on, circumstances change. In this session, Nick Sercer shows you how Prospero helps keep your budget on track by using rolling forecasts to make updates as the year moves along.
(Recorded: Tuesday, April 13, 2021)
Prospero Budgeting: Migrating from Microsoft Forecaster to Prospero
Microsoft Forecaster has been a mainstay for budgeting for customers for over two decades. Now that it has been sunset by Microsoft, it is time for companies to migrate to new, modern tools! Prospero allows for a smooth transition from Forecaster, including the ability to migrate many elements directly from Forecaster, saving time and money during the conversion and implementation process. Derek Krebs will discuss migration topics for Forecaster users, including many of the new and improved capabilities in Prospero.
(Recorded: Tuesday, March 23, 2021)
Prospero Budgeting: Weekly Forecasting
Many businesses rely on weekly forecast numbers in order to schedule operations. Prospero allows companies to define forecasts as needed (weekly, daily, monthly, quarterly, etc.) to ensure accurate deployment of resources. Noah Moseley looks at possible setup options for multiple forecasting scenarios.
(Recorded: Tuesday, February 17, 2021)
Prospero Budgeting: Crash Course for New Users
Noah Moseley gives a quick overview of Prospero’s key features to help new users hit the ground running or to help experienced users with a quick refresher!
(Recorded: Tuesday, December 15, 2020)
Prospero Budgeting: Importing, Exporting and Copying Data and Details
Nick Sercer explores various techniques for importing/exporting and copying data in Prospero.
(Recorded: Tuesday, November 17, 2020)
Prospero Budgeting: Driver Based Modeling Using Statistics, KPIs and Formulas to Your Advantage
Derek Krebs covers the use of drivers in developing a detailed, accurate budget or forecast.
(Recorded: Tuesday, September 15, 2020)
Prospero Budgeting: What do Your Users See? Designing Input Definitions
Nick Sercer explores using multiple Line Definitions to customize data entry by your budget contributors.
(Recorded: Tuesday, August 11, 2020)
Prospero Budgeting: Budgeting and Forecasting: “Beyond the Basics”
Noah Moseley shows you how to leverage the capabilities in Prospero to budget details for HR, capital, revenue, balance sheet, and cash flow. In addition, driver based modeling with statistics and powerful “lookups”, qualified formulas, and line overrides will be shown to improve your budget process.
(Recorded: Thursday, July 23, 2020)
Prospero Budgeting: Human Resource and Capital Budgeting Setup
Nick Sercer reviews the easy setup for budgeting Human Resources and Capital in Prospero.
(Recorded: Tuesday, April 14, 2020)
Prospero Budgeting: Still Budgeting in Excel or Looking to Replace Forecaster?
Noah Moseley answers your questions about moving your budgeting from Excel or Forecaster to Prospero and discusses the similarities and improvements between these products.
(Recorded: Tuesday, February 18, 2020)
Prospero Budget Administration: Setting up a New Forecast
Noah Moseley demonstrates creating a new forecast in Prospero.
(Recorded: Thursday, December 19, 2019)
Prospero Capital Budgeting Setup
Noah Moseley reviews setup requirements in Prospero for Capital budgeting.
(Recorded: Thursday, December 19, 2019)
Prospero Human Resource Budgeting Setup
Derek Krebs reviews setup requirements for Human Resources budgeting in Prospero.
(Recorded: Tuesday, November 19, 2019)
Budgeting in Prospero from the End User Perspective
Derek Krebs reviews the end-user process for data input and review of budget data in Prospero.
(Recorded: Tuesday, November 19, 2019)
Prospero Administration: Security
Nick Sercer reviews security and data access control features in Prospero.
(Recorded: Tuesday, September 17, 2019)
Prospero Budget Administration: Setting up a New Budget
Nick Sercer demonstrates creating a new budget in Prospero.
(Recorded: Tuesday, September 17, 2019)
