Financial Dashboards & Metrics That Matter for Financial Services Firms

How long does it take you to consolidate your financial data? If your mind began picturing Excel tabs, then the answer is going to be “too long.”

Join us on June 11th for a webinar on how multi-entity consolidation can be done with a few clicks in Sage Intacct’s financial software. No Excel needed”

This webinar is free, painless and (just like our multi-entity consolidation) it won’t take long. In this webinar we’ll discuss how to:

Reduce reporting time by 80%, like Laird Management did with our solution.
Slice and dice data in real-time dashboards and eliminate Excel spreadsheets. Tandem HR used our dashboards to reduce 500 work hours from their year.
Delegate accounting tasks across entities while keeping individual and top-level entities secure

What are the warning signs that you're hitting the automation gap? Learn how to regain control of your financial processes.

What are the warning signs that you're hitting the automation gap? Learn how to regain control of your financial processes.

How long does it take you to consolidate your financial data? If your mind began picturing Excel tabs, then the answer is going to be “too long.”

Join us on 19th November for a webinar on how multi-entity consolidation can be done with a few clicks in Sage Intacct’s financial software. No Excel needed”

This webinar is free, painless and (just like our multi-entity consolidation) it won’t take long. In this webinar we’ll discuss how to:

Reduce reporting time by 80%, like Laird Management did with our solution.
Slice and dice data in real-time dashboards and eliminate Excel spreadsheets. Tandem HR used our dashboards to reduce 500 work hours from their year.
Delegate accounting tasks across entities while keeping individual and top-level entities secure

With the ongoing pandemic, finance teams are continuing to work remotely and, out of necessity, looking for ways to be more efficient.

Now more than ever, there’s a need for paperless finance. But, can every business operate paperlessly? Is going paperless really the best and most practical way for your business to operate?

To find out, register for this webinar “A Paperless Office for Finance” and hear from Healthcare finance experts Linda Pinion and Brian Bogie of Sage Intacct.

You’ll also hear from Jane Bray Sidler, CFO of Accelerated Claims, as she discusses some of the benefits and tips for going paperless.

How do you dramatically improve reporting and gain visibility into your financial data while reducing your GL accounts by more than 90%?

In this one-hour webinar, you’ll learn about the benefits of a modern financial management system and its game changing multi-entity, multi-dimensional, GL―starting with the foundation of your financials―your chart of accounts.

During this webinar, you'll learn how you can:

- Manage financials efficiently across entities, expenses, and cash flows
- Increase visibility across multiple charts of accounts
- Consolidate hundreds of entities in real-time

Sooner or later, it happens. The manual data entry, tangled spreadsheets, and basic finance tools that served you well at first now leave you trapped in a vicious cycle of longer closes, data inconsistencies, and slower decisions. You've reached the automation gap.

In this webinar, we'll explain:

- The warning signs that you're hitting the automation gap
- How automation can fuel business growth without adding headcount
- How to regain control of your financial processes

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

What does HIPAA compliance mean to a Healthcare CFO and why is it important?

Hear from Michelle Naus, CFO of Tri-County Mental Health Services, and Jack Sweeney, host and creator of the CFO Thought Leader Podcast, as they talk about:
• HIPAA compliance and who it applies to
• Consequences of HIPAA violations
• Top 3 reasons why CFOs should care about HIPAA

Complete visibility into financial performance is a must in order to make better, and faster, business decisions. The most effective way to gain this level of visibility is through financial dashboards that convey both the big picture and also the KPIs that matter most to each stakeholder.

Register and hear Brian Goldrick, Director of Accounting at Vera Whole Health, discuss how he uses dashboards and KPIs to:
•Reduce monthly close time by 30%-40%
•Achieve a 20%-30% reduction in audit cost
•Improve revenue per physician by 5%-6.5%

Now that millions of people are working from home, many are suddenly faced with new challenges that impact all aspects of our work and personal life. So, how do we move forward productively?

Join this webinar, “Top Tech Tips for Finance Services Teams Working Remotely” to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions.

Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of Knowledger, as they share specific technologies and strategies designed to help you:
•Set up a home office that works for you
•Use technology so you can stay focused and productive
•Prevent disruptions using the “third person” test
•Create a remote-friendly culture with your team(s)

Whether you are proficient or brand new to working remotely, learn a few valuable tips that can help you stay productive (and maybe a little less stir crazy).

What are the most important questions CFOs should be asking their Controllers during these uncertain times? Today’s business environment is dramatically different than the downturns of the past and finance teams are being challenged, more than ever before, to gain full visibility into the business and develop the right plan and tactics to navigate the best path forward.

Join us for an interactive discussion with an all-star panel of finance leaders as we ask, and answer, the top 5 questions for the Controller. Each panelist will share their insights and approaches for providing the most insightful and effective answers. This is one webinar you won’t want to miss!

Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers.

Register to hear from Bill Sullivan, President of Family Office Exchange (FOX), as he shares emerging industry trends and outlines the implications for families and their advisors.

During this webinar, you will learn about the:
•Five macro trends impacting the financial services landscape
•Key technology investments being made today to support the future
•State of the family office industry

Healthcare is changing at a pace never seen before. An increasingly important component of that change is evolving payment models; fee-for-service; capitated, value-based contracts; Medicare and Medicaid.

It’s not just about changing how you bill, it’s about changing how you run your practice.

Join this webinar to hear from Brian Goldrick, Director of Accounting at Vera Whole Health, as he discusses changing payment models, Vera Whole Health’s unique business model, and how to successfully navigate this evolving area.
You’ll also learn how to:
• Utilize KPIs and dashboards to understand the affect value-based contracts will have on your business
• Leverage financial data when negotiating contracts
• Track the results of the contract to determine financial gain or loss

According to PWC benchmark data, top performers in finance focus 20% more time on analysis versus data gathering and are able to run at 36% lower cost. How are they doing it, especially in today’s challenging business climate?

Attend the webinar Best Practices of a Modern Financial Services Firm: a CFO’s Journey and hear from Isaac Strulowitz, CFO of CoVenture, as he shares how he has transformed the role of CFO and how he has been able to boost productivity and growth with the help of Sage Intacct.

As your company’s circumstances change, so does the need to manage costs and your accounting team. In good or bad times, you need to manage the workload and have real-time visibility into costs. Efficiency is one of the most important tools you can bring to bear.

Today’s financial management systems can automate manual and redundant financial processes and eliminate the need to change finance staff to match the changing environment.

Register for this webinar to hear from Virginia Jones, PhD, Chief Operating Officer at Village Family Dental, as she discusses how they increased efficiency to ensure optimal staffing levels. We’ll also discuss how you can gain the visibility to respond faster to economic turmoil, while prepping for future growth by:
•Closing 70% faster
•Boosting staff productivity by 25% with KPIs and dashboards

How do you get an in-depth view of financial performance in your subscription billing model?

Join the Controllers of Workiva, Jobvite, and Code42 as they share how to get a complete vision of your business' finances to guide revenue, cash, and churn analysis.