Microsoft Forecaster Webinars
Each webinar is led by an MSX Group Certified Instructor and is intended to help the Forecaster community in achieving a more efficient and reliable budgeting process. Webinar topics include General Overviews, Human Resources (HR) Planning, Workflow, Capital Budgeting, Advanced Calculations, Multicurrency, Balance Sheet Budgeting and Cash Flow Statements. And, additional topic suggestions are always encouraged.
Registration for our Webinars is handled via GoToWebinar using the buttons below. After selecting your session, connection and teleconference details will be sent to you via email. We look forward to meeting you!
We are always adding more webinars so come back often to see what’s new!
Data Entry Techniques
Join Nick Sercer as he walks through various techniques that can help you reduce errors and add efficiency to your budget data entry process.
Email Nick directly with any questions prior to this webinar.
Session Objective: New and Existing Forecaster users will learn multiple techniques and best practices for improving budget data entry. Includes Q&A.
Thursday, July 15, 2021 @ 1:30-2:30pm Eastern Time Zone
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Budget and Forecast Security
Maintaining control of access to budget and forecast data is a vital protection for any organization. In this webinar, Noah Moseley will share techniques for securing data input in Microsoft Forecaster.
Email Noah directly with any questions prior to this webinar.
Session Objective: Existing and prospective users of Microsoft Forecaster will learn how to secure budget and forecast input screens as well as other means of data manipulation. Includes Q&A.
Thursday, August 19, 2021 @ 1:30-2:30pm Eastern Time Zone
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Crash Course – Top 10 Tips
This is a great crash course on budgeting/forecasting for both beginner and experienced users. Come see the top 10 Tips for improving your budgeting process. Derek Krebs will highlight the key features in Forecaster to bring the EASY button to your budgeting, forecasting and analytics.
Email Derek directly with any questions prior to this webinar.
Session Objective: Existing Forecaster users will learn tips for improving budgeting, forecasting and analytics. Includes Q&A.
Thursday, September 16, 2021 @ 1:30-2:30pm Eastern Time Zone
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Preparing for a New Budget Year
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.
Thursday, October 14, 2021 @ 1:30-2:30pm Eastern Time Zone
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Budget and Forecast Building Best Practices
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.
Thursday, November 18, 2021 @ 1:30-2:30pm Eastern Time Zone
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Steps for Next Budget Year or Cycle
Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster. Come learn the steps needed and see the most efficient way to setup and maintain Forecaster. Derek Krebs will walk through creating periods, columns, input sets and using the copy plan wizard. Other topics include reports, menus, tasks and locking data.
Email Derek directly with any questions prior to this webinar.
Session Objective: Existing users of Microsoft Forecaster will learn how to prepare for a new budget year. Includes Q&A.
Thursday, December 16, 2021 @ 1:30-2:30pm Eastern Time Zone
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