Name: Financial Dashboards & Metrics That Matter for Financial Services Firms
Start: 2020-10-08T18:00:00Z
End: 2020-10-08T18:51:00.000Z
Location: BrightTALK
Rating: 0

Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications are used by more than 8,500 businesses from startups to public companies and are designed to improve company performance and make finance more productive.

With the year starting to wind down, it’s time to start thinking about where you should be spending your time, budget and energy to best prepare for 2022–and how to go about getting buy-in from the organization to be successful.

Join this webinar with Brian Bogie, Director of Sage Intacct’s Healthcare Practice, Tad Remington, Chief Commercial Officer of Solver, and Matt Rowley, Principal at Wipfli, to learn:

- How healthcare organizations continue to manage costs and find additional sources of revenue as they emerge from the pandemic
- Why staying on top of changing reporting and regulatory requirements is critical to the finance team as they create ‘what-if’ scenarios for the  future
- Where (and how) your peers are investing resources to position the finance team–and the organization–for success, and more.

Healthcare finance trends to watch in 2022

Why is now the right time to leave QuickBooks behind?

Whether its through time-wasting manual activities like consolidations or lackluster real-time financial visibility, QuickBooks keeps you from being nimble and informed. Something every company needs.

What benefits come from switching and what does that process look like?

Join Jenny Glassmoyer, CPA at Kerkering Barberio & Co, as she draws on her experiences with companies moving from QuickBooks to Sage Intacct. In this webinar we’ll discuss:

--The challenges companies are facing with QuickBooks like multi-entity consolidations and reporting
--What a transition to a new financial software would look like
--The tools and strategies needed to reduce errors and gain better financial control

Outgrowing Quickbooks | How companies make the transition

As business complexities increase, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn't great.  Complex business environments like we are experiencing today require, easy-to-access, detailed and real-time visibility that can help you navigate your business decisions.  Join us for this webinar as we explore how better data visibility will help you make better strategic decisions with:   - Real-time dashboards that combine both financial and operational data  - Hundreds of pre-built reports with drill-down capability  - The ability to "slice and dice" data for analysis without exporting, a feature that has saved customers tens of thousands of hours of manual work

Outgrowing QuickBooks for Multi-Entity Companies

As business complexities increase, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. 

Complex business environments we are experiencing today require, easy-to-access, detailed and real-time visibility that can help you navigate your business decisions.

Join us for this webinar as we explore how better data visibility will help you make better strategic decisions with:

- Real-time dashboards that combine both financial and operational data
- Hundreds of pre-built reports with drill-down capability
- The ability to "slice and dice" data for analysis without exporting, a feature that has saved customers tens of thousands of hours of manual work

Outgrowing QuickBooks | How Lack of Visibilty Affects Decision Making

Leading CFOs collaborate closely with their controllers to define and implement winning strategies throughout financial operations, but how do you know if you're asking the right questions?

Join Sage Intacct and guest speakers, Israel Askew, CFO of Emission Monitoring Service, Inc. and Andrew Pease, CFO of Brighter, as we discuss the 5 essential questions CFOs must ask their controllers and finance teams to better plan and project the future of their organizations and establish best practices around:

• Accounting Compliance • Operational Efficiency • Business Performance Visibility

5 Questions Every CFO Should Be Asking Their Controller

QuickBooks' manual processes and work-arounds increase the frequency of data entry errors and duplication, making it difficult to gain a real-time view of a company's operations and wastes valuable time.

Tandem HR lost time managing manual processes in QuickBooks but was able to take back hundreds of work hours by adding automation into their system.

How did they do this? Join us for this webinar on automating your financial systems and how you can:

    - Increase efficiency and shorten your close by 45% or more
    - Use user defined workflows that automate processes saving tens of hours per week
    - Better integrate your financials and other business critical applications

“Using Sage Intacct made us much more profitable than we were before and has positioned us for a lot of growth in the future" - Tanya Yakhnis, Controller - Tandem HR

Is Quickbooks’ Lack of Automation Holding You Back?

As business complexities increase, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn't great.

Complex business environments like we are experiencing today require, easy-to-access, detailed and real-time visibility that can help you navigate your business decisions.

Join us for this webinar as we explore how better data visibility will help you make better strategic decisions with:

- Real-time dashboards that combine both financial and operational data
- Hundreds of pre-built reports with drill-down capability
- The ability to "slice and dice" data for analysis without exporting, a feature that has saved customers tens of thousands of hours of manual workTBD

Outgrowing QuickBooks | How lack of visibilty affects decision making

As business complexities increase, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn't great.

Complex business environments like we are experiencing today require, easy-to-access, detailed and real-time visibility that can help you navigate your business decisions.

Join us for this webinar as we explore how better data visibility will help you make better strategic decisions with:

- Real-time dashboards that combine both financial and operational data
- Hundreds of pre-built reports with drill-down capability
- The ability to "slice and dice" data for analysis without exporting, a feature that has saved customers tens of thousands of hours of manual work

As business complexities increase, relying on QuickBooks results in limited financial visibility that can force decisions based on partial or outdated information. This isn't great.

Complex business environments like we are experiencing today require, easy-to-access, detailed and real-time visibility that can help you navigate your business decisions.

Join us for this webinar as we explore how better data visibility will help you make better strategic decisions with:

 - Real-time dashboards that combine both financial and operational data
 - Hundreds of pre-built reports with drill-down capability
 - The ability to "slice and dice" data for analysis without exporting, a feature that has saved customers tens of thousands of hours of manual work

87% of c-suite leaders believe the pandemic has accelerated changes in HR, and over a third of employees believe HR has adapted to become more responsive. 

These were just some of the findings in Sage’s first research report in our ‘HR in the moment’ series, looking at changing expectations and perceptions of HR today from over 1,500 HR leaders, the c-suite and employees. 

Join report authors Hannah Wright and Jessica Fuhlfor an exclusive look at the brand-new research, to discover: 

•How HR fared during the initial phases of the pandemic 
•The view from the c-suite and employees
•How COVID accelerated digital transformation
•What this means for HR skillsets and what’s next 

By the end of this webinar, attendees will come away with insights and peer-led best practice tips on navigating the constantly changing world of work today.

4 ways COVID impacted perceptions of HR

Successful finance leaders are using custom financial dashboards to proactively monitor, analyze, and understand the financial health of their firm—in real time. 

Now, more than ever, they’re expected to be forward-looking and strategic to drive positive business outcomes.

Join this webinar to see how dashboards make it easy to:
• Track assets under management, cash-on-cash, and notes payable
• Create a shared, unified view of financial performance
• Use graphs and visuals to uncover opportunities
• Define strategic priorities and measures of success

Financial Dashboards & Metrics That Matter for Financial Services Firms

Financial Services

Wealth Management

Wealth manager

Asset Management

Financial advisor

Financial Management

Financial Planning

Financial Professionals

KPIs

Dashboards

Happy employees make productive employees. HR managers are now finding that compensation and benefits alone cannot keep employees happy; they also need nurturing through proper training and development. Join the BrightTALK talent management community to learn how to engage and retain your best talent by providing them with the tools and rewards they need to enhance their performance and reach their potential.

Talent Management

Modern human resources professionals are charged with not only the recruitment of talent, but also retention, satisfaction and management. They also support the training, assessment and compensation aspects of employee management. Join this community to connect with thought leaders and learn about trends in benefits, compensation and talent management. Stay ahead of the curve to attract and retain top talent and strengthen organizational leadership and culture.

HR Strategy

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Human Resources

The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.

Accounting and Tax

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Finance

Get powerful human resource management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which HR practices and strategies have been shown to be effective in retaining and growing talent.

In the business management community, commercial experts will be sharing webinars and videos on an array of subjects. From sales and marketing, to finance, productivity and growth, this content will help you stay up-to-date with the current economic environment and provide timely management insight to drive business growth.

Financial Dashboards & Metrics That Matter for Financial Services Firms

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