Name: Financial Dashboards & Metrics That Matter for Financial Services Firms
Start: 2020-10-08T18:00:00Z
End: 2020-10-08T18:00:51.000Z
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.

Watch our on-demand webinar to gain strategic insights as the financial landscape evolves in 2024. Discover the wisdom of AI trailblazers, including Aaron Harris, CTO at Sage, Kristi Facchini, CFO at Auto Claims Direct, and Sarah Janowiz, CFO at Cambio Communities. Dive into the cutting-edge guidance and expertise at the intersection of artificial intelligence and finance to learn how to:
- Ignite Transformation: AI's finance revolution—data-driven decisions, excellence, innovation.
- Elevate Human-AI Synergy: Empower brilliance while AI handles the routine.
- Forge Trust in Tech: AI safeguarding your ecosystem—secure, reliable, and trusted.
- Fuel Sustainable Growth: AI-driven ethics for a brighter, equitable future.
- Craft Your AI Odyssey: Master ROI, benefits, and pitfalls with real-world expertise.

Watch the webinar now, and take the helm as a leader in the finance of tomorrow and beyond!

Real world accounting with AI: ROI, benefits, and pitfalls

Learn how finance professionals are making their businesses more agile by speeding up the financial close with automation. Here are a few of the most important findings:
- 82% of businesses in the past year have looked to technology and automation to help their close process.
- Those with the most automation have 3X more time for value-added activities.
- Those that have adopted a cloud solution are on average 25% more automated than those that haven’t.

Watch the on-demand webinar and hear guest speaker, Angela Biermann (Director of Finance and Human Resources, Nextmune), explain what this means for today’s businesses.

Find Freedom from Your Financial Close with Automation

QuickBooks is a name that everyone knows for good reason. They’ve found a way to make the financial aspects of starting a small business accessible and understandable for essentially anyone. 

However, if your goals include growth, expansion, multi-national or even global trade, your accounting needs are going to be well beyond the scope of QuickBooks’ abilities.

This was the case for the companies we'll be chatting with in this webcast, Journeys from QuickBooks. Join Sage Intacct to hear from various finance leaders about their limitations with QuickBooks and their digital transformation journeys. 

In this webcast, you’ll hear from:
- SA Consumer Products: Tanya Brunning, Controller at SA Consumer Products a Wholesale Manufacturer & Distributor company
- Amplify Life Insurance Co.: Ian Westerman, Head of Finance at Amplify Life Insurance Co., a Permanent Life Insurance Agency
- Anivive Lifesciences Inc.: Cheryl Collett, CFO at Anivive Lifesciences, Inc., an Animal Health Pharmaceutical

Journeys from QuickBooks: Stories from the Front Lines of Finance

From ESG programs to hiring new talent, from financial management modernization to the evolving role of the finance leader—there are constantly new changes, challenges, and topics hitting the world of accounting and finance.

With this, the question becomes, what should you be prioritizing as a finance leader?

We’ve partnered with FEI Canada to find out just that. FEI Canada and Sage surveyed finance leaders across Canada to understand their biggest priorities and challenges in 2023. 

In this webcast, we'll dive into the survey results we’ll dive into the survey results to help you establish your leadership priorities and solutions for successfully tackling these priorities head-on.

Finance Leaders' Top Priorities in 2023

Businesses want, and need, more from their finance systems than ever before—and that includes using the most up-to-date and advanced systems found in SaaS and cloud-enabled financial management systems.

As you consider your alternatives for modern finance and accounting, cloud financial management solutions, such as Sage Intacct, emerge as the best choice because it’s designed to meet your immediate needs as well as adapt as your business grows.

Learn about the benefits of moving your financials to the cloud and how to know if it’s the right move for your company.

Financial Management Modernization - The Journey and Destination

When it comes to analyzing financial data, organizations continue to face challenges around providing up-to-the-minute reports and KPIs to key stakeholders.

Join Sage Intacct for our upcoming 30-minute webinar “Insights on Demand: Serve Up Metrics that Matter.” During this session, you’ll learn:
1. The importance of dashboards for the finance function
2. How Sage Intacct enables you to serve up the metrics that matter most for your business
3. How to generate on-demand, role-based dashboards
4. Real-world examples of how customers are leveraging these capabilities to make their lives easier

Serve Up the Metrics that Matter with Role-Based Dashboards

According to recent Sage research presented in The Redefined CFO Report, 77% of Canadian finance leaders are leading digital transformation efforts in their organizations. These CFOs believe digital transformation is fundamental to providing businesses with the agility and scalability needed to thrive in today’s landscape. 

Watch this webcast to hear about our research results into the evolving roles of Canadian finance leaders, the challenges they’re facing, and the steps they’re taking to embrace technology and innovation in their organizations. 

- Gain insights from two finance industry leaders—Pamela Steer, CEO of CPA Canada and Daniel Oh, Country Manager for Sage Canada
- Learn why Canadian CFOs believe it’s important for them to have the skills necessary to drive the adoption of new technologies
- Find out about 3 new types of CFOs: Chief Facilitative Officers, Chief Fairness Officers & Chief Future Officers
- Stay informed about cryptocurrency, artificial intelligence (AI), machine learning (ML), and automation as crucial technologies for organizations to integrate
- Discover what finance leaders are doing to recruit new employees with the right mix of technology skills

The Redefined CFO: Evolving Roles of Canadian Finance Leaders

Modern businesses require speed and agility, especially with the recent economic environment and the need for responsiveness in the digital age. 

To better understand what it means to be a modern finance team, we surveyed 200 Canadian finance and accounting leaders at small and midsized businesses. In this webcast, we go through our findings and discuss how to modernize your finance organization, so you can stay ahead of the curve.

Managing modern finance in a time of unprecedented change

As CFOs and Controllers, we need to be on the same page when reporting financial and operational data.  From closing the books to preparing for audits, collaboration is critical when providing strategic direction to the organization. 
 
Join our panel of finance leaders as we discuss 5 essential questions controllers should be asking their CFOs to better plan and project the future of their businesses and establish best practices around: 
 
• Closing the books  
• Leveraging automation  
• Preparing for audits 
• Reporting and analytics 
• Designing the future roadmap for accounting software

5 Questions Controllers Should Be Asking Their CFO

Technology should provide solutions, not barriers.

QuickBooks can be an adequate bookkeeping solution for small businesses but its biggest Achilles heel is its inability to scale at the same pace as your company.

Growing organizations need financial management software that leverages automation, delivers powerful business insights, and closes the books faster.

Watch webinar to identify the seven telltale signs your business has outgrown QuickBooks – and what you can do about it.

You’ll learn about:
1. Restrictions costing your business time and money
2. Reducing manual processes, such as invoicing
3. Generating detailed revenue reports that aren’t calculated on a spreadsheet
4. Enabling management to make data-driven decisions using real-time financial insight 
Breaking down information silos so you can share financial data with teams beyond the accounting department
5. Available support for your business with cloud-based modern financial software like Sage Intacct

7 Signs Your Business Has Outgrown QuickBooks

Sage executives have collaborated with their customers, partners and thought leaders to research key trends that are reshaping accounting and finance in 2023. Join Judy Hanover and Aaron Harris of Sage, as they discuss their findings and analyze how innovative businesses can stay one step ahead in an increasingly competitive landscape over the coming year.

Key Trends That Are Shaping Accounting and Finance in 2023

Change. It’s inevitable. You may have found that in the past, you could easily handle your company’s finances with your current accounting solution and a small number of spreadsheets. As your business expands, you may start to outgrow your current financial management software. You find yourself logging in and out of entities to rekey inter-entity transactions and to ensure everything balances. This makes consolidations difficult and leads to long closes.

Unsure about whether you should graduate to the Cloud? Watch this webinar and hear from The Responsible Gambling Council to learn how they knew it was time for a digital transformation.

Watch this webcast to learn:
1. What is digital transformation and financial management modernization
2. How Les Horenfeldt, CFO at Responsible Gambling Council uses Sage Intacct to provide their business with the tools needed to successfully compete in a connected, digital world
3. The common signs your business is ready for a cloud-based accounting solution
4. Watch a 10-minute demo of Sage Intacct in action

Signs You’re Ready for Cloud Financial Management

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

Join our webcast to hear from our panel of experts as we explore how financial management modernization can help you level up your finance team and stay ahead of the curve.  

Hear from Jennifer Neal, Director of Corporate Services at AdapatAbilities as well as from Remi Straus, Head of Finance at the Duke of Edinburgh Awards Canada to learn about:
1. What prompted AdaptAbilities and the Duke of Edinburgh Awards to modernize accounting and finance
2. How these customers got other stakeholders on board
3. Tips and tricks about their process to select a solution and how they transitioned to Sage Intacct
4. The impact of financial management modernization on their organizations - now, and into the future

Gain the Power of Financial Management Modernization

Does your finance team struggle with consolidating, reporting, and analyzing operational and financial data across multiple entities? If you’re nodding your head in agreement, this webcast was designed just for you!

Join our upcoming webcast to learn about how the right multi-entity shared solution eliminates the toil and errors that come with multiple logins, chart of accounts drift, and manual consolidations.

In this Sage Intacct webinar, you’ll learn how to:
- Consolidate continuously to cut days or even weeks off your close
- Automate inter-entity transactions, eliminations, currency conversions, and more
- Add and set up new entities in minutes
- Enhance financial visibility at any level

Streamline Your Multi-Entity Consolidations and Management

Time. Sometimes it feels like there is never enough of it, especially in the finance and accounting world. Finance leaders have long been looking for ways to reduce time spent on tedious processes such as close, consolidations, reporting and payroll—to not only improve efficiency but also to allow for more time spent on higher value initiatives.

That’s where AI can help. Join Sage Intacct and our panel of experts as we explore how AI is impacting the finance function across all industries. 

During this session, you’ll learn about:
1. AI and how you can use it to your advantage
2. The benefits for companies of all sizes
3. How you can prepare today for the financial management of tomorrow

Learn How AI is Already Transforming Financial Management

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

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.

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

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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.

Financial Dashboards & Metrics That Matter for Financial Services Firms

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