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Bringing Your Financial Data to Life

Bill Jelen aka MrExcel shows finance users how to bring your financial data to life with these 6 Excel tips.
Recorded May 30 2019 54 mins
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Bill Jelen
Presentation preview: Bringing Your Financial Data to Life

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  • Modernize Your Finance & Project Reporting With Live Deltek Data – In Excel Oct 13 2020 12:00 pm UTC 26 mins
    Chad Wise, Partnerships Account Executive, insightsoftware & Kevin Gibson, CPA, Senior Solutions Engineer, insightsoftware
    Are your current reporting processes contributing to your business success? Deltek and insightsoftware recently partnered to provide a turnkey financial and project-based reporting solution with a live integration to Deltek ERPs.
    No more waiting on IT, no more manually dumping data into cumbersome spreadsheets, and no more back and forth between Deltek and Excel. Instead, you’ll find Excel-based access to real-time Deltek data that automatically refreshes at the click of a button and provides you drill down to journal level detail. Join us to see how easy it can be to automate reporting, create stunning visual dashboards, and save hundreds of hours of time each year – all with a solution that can be implemented in less than a week.
  • BSK Associates Finds Success Reporting From Multiple Data Sources and Empowering Oct 8 2020 12:00 pm UTC 26 mins
    Connor Strapp, Vice President of Partnerships, insightsoftware and Kris Morton, Chief Information Officer
    Prior to implementing Spreadsheet Server, BSK Associates had trouble creating comprehensive reports with their data living in multiple systems, including their Deltek ERP. With their move from an on-prem to cloud version of Deltek, their reporting didn’t get any easier. PDF reports from Deltek were being manually re-keyed into Excel and custom reports became very complicated, even for Kris Morton, their CIO who is an SQL programmer.
    Join this session to see how Kris was able to perform six months of reports for five different cost centers in less than 20 minutes; empower his business users to create reports they need without going through Deltek technical services; and make migrating from Vision to Vantagepoint easier after implementing Spreadsheet Server, an Excel-based financial and project reporting tool using live Deltek data.
  • Brunch Bunch-Reshaping Future Growth Top Tips Oct 7 2020 10:00 am UTC 42 mins
    Susie Cooke, Partner - Deloitte Canada, Jamie Eagan, VP Product Management, and Kathryn Abate, Pre Sales Director – Longview
    Tax teams have a lot to deal with right now. From challenging global headwinds, jurisdictional variances and complexity, to senior leadership needing data even faster. On top of that, tax professionals need to prove that they can be more agile than ever.

    Susie Cooke, Partner, Deloitte Canada, alongside insightsoftware’s Jamie Eagan, VP Product Management – Longview, and Kathryn Abate, Pre Sales Director, Longview Tax, will discuss how organisations’ tax teams can be responsive to market uncertainty and organisational reforecasts as a result of the downturn.

    Watch this free webinar to hear how Deloitte and Longview Tax are supporting organisations with their scenario and planning capabilities, enabling organisations to report best case/worst case against current forecasts.

    Key takeaways from this webinar:

    Visibility and comparability of data
    The role of reforecasting throughout the year
    3-5 year forecast and potential long-term scenarios
    Elevating Tax to the position of a being strategic asset
  • Fast, Flexible Financial and Operational Reporting for Oracle EBS Recorded: Sep 10 2020 41 mins
    Tom Williams, Divisional Vice President of Sales at insightsoftware and David Rincon, Sr Solution Engineer at insightsoftware
    Oracle EBS reporting can be challenging with the options available like FSGs, Standard Reports, OBIEE and Discoverer that require too much manual effort.

    In this webinar, we’ll show how a typical day in the finance department can be much easier as users access and control their financial data with insightsoftware.

    - Easily build financial, operational, and ad hoc reports
    - Retrieve and refresh the data via the web or through Excel
    - Distribute reports to your team, other departments, and key stakeholders
    - Leverage insightsoftware ERP Smarts to quickly connect and configure to your Oracle EBS instance.
    - Operational reporting with drill through and drill across business areas – OBIEE, Standard Reports and Discoverer replacement
    - General Ledger Focus – drill to details, fast trial balances
  • How to Implement Continuous Planning in a Fast-Changing World Recorded: Sep 9 2020 53 mins
    Join Craig Schiff, President & CEO, BMP Partners and Tim Caudill, Director, Tidemark Presales
    You already know that to remain competitive, your company must transition from finance-driven quarterly forecasting to a process of continuous planning.
    In a recent study by BPM Partners, 54% of respondents identified more frequent forecasting as an area of increased importance as a result of the current global economic conditions.

    So what’s stopping organizations from planning at a pace that best suits their business?

    Join Craig Schiff, President & CEO, BMP Partners and Tim Caudill, Tidemark expert in this complimentary, CPE webinar as they review common barriers to initiating a continuous planning process, how to overcome these, and what to look for in a continuous planning solution that delivers real-time, up-to-date information from across the business.
  • Easy and Automated Real Estate Reporting Recorded: Aug 31 2020 31 mins
    MIke Wiley, Solution Engineer at insightsoftware
    Join our 30-minute webinar showcasing how Spreadsheet Server can transform your Real Estate reporting. Mike Wiley, Solutions Engineer, will cover key reports that you can create with our tool and how we solve reporting challenges such as:
    - Manual data entry
    - Data discrepancies
    - Building the same report multiple times
  • How can Financial Analytics Provide a Springboard to Insight? Recorded: Aug 17 2020 31 mins
    Gary Simon, Chief Executive Officer of FSN
    FSN’s newly released research, “The Future of Analytics in The Finance Function,” finds that only 14% of analytic effort is insightful.

    More than 50% of companies are simply reliant on cyclical reporting from ERP systems, with very few CFOs having the capability to go the extra mile. And while standard reporting can provide a robust foundation for analytics, rapidly changing circumstances such as Covid-19, or an aggressive acquisition strategy, bring home the need for a more agile response.

    So, the obvious question is, why are so few companies able to deliver insightful analytics and how can CFOs better prepare to answer any financial question sent their way?

    In this 30-minute webinar, Gary Simon, Chief Executive Officer of FSN, and Henry Schumann, Director of Finance at insightsoftware, discuss the crucial information that can be driven from financial and operational data in the quest for better insights and decision-making.

    Speakers:

    Gary Simon is the Chief Executive Officer of FSN and Leader of the Modern Finance Forum for CFOs. He is a graduate of London University, a Fellow of the Institute of Chartered Accountants in England and Wales, and a Fellow of the British Computer Society. Gary has more than 30 years’ experience of implementing management and financial reporting systems. He is the author of four books and a popular independent speaker on market developments.

    Henry Schumann is Director of Finance at insightsoftware. With more than 30 years of experience in the finance sector, Henry has an extensive career spanning multiple industries and using various software packages to maximize financial functions such as forecasting, budgeting, process improvement and documentation, variance analysis, NPV, IRR, ROI, capital planning, credit analysis, transfer pricing, ERP implementation, and financial reporting to executives and boards.
  • How Financial Intelligence Can Help Improve Strategic Analysis Recorded: Jul 29 2020 57 mins
    Mark Pockl, SAP Senior Solution Engineer at insightsoftware
    Something all SAP users knows is that when it comes to creating timely reports, they face different challenges both in terms of data access and manipulation. Being forced to rely on IT to create the reports often means organizations must spend too much time preparing the data, instead of analyzing it, preventing them from gaining a real-time, relevant picture.

    This is where Financial Intelligence comes in. But what is Financial Intelligence? And how can it help organizations access real-time, accurate, and drillable data and easily identify the key indicators you should focus on to achieve better results?

    Register for our webinar to discover more on how to leverage your SAP data and improve your organization’s outcomes.
  • A Management Reporting Transformation: Sage & CXO Recorded: Jul 28 2020 45 mins
    Vincent Lucey, Sr Enterprise Executive - insightsoftware & Andrew Murphy, Finance System Manager - Sage
    Register to our on-demand webinar to learn how Sage, a global market leader of business management software for small and medium sized companies, transformed their management reporting production by 5 days. During this 45-minute webinar, we’ll take you through Sage’s journey to understand exactly how they were able to dramatically reduce their monthly management reporting time.

    Key takeaways include:

    - The impact of having a reliable, universally accepted single-source-of-truth
    - How quickly CXO was deployed and configured
    - And how global decisions could be made quicker and smarter
  • The importance of an agile reporting process in uncertain times Recorded: Jul 24 2020 26 mins
    Mark Pockl, SAP Senior Solution Engineer at insightsoftware
    The coronavirus’ crisis forced organizations around the world to drastically change the way they approach business. The Office of the CFO has been tasked to guide the organization across emerging realities that change almost daily.


    During this session, Mark Pockl, Sr SAP Solution Engineer at insightsoftware discusses and demonstrate how to implement an effective, agile reporting approach that effectively supports your business to answer ad-hoc questions accurately, identify critical scenarios, and quickly implement powerful, data-driven actions. Mark also shares how you can get free access to insightsoftware’s SAP reporting solution for 60 days, with free training and implementation.
  • Turning Your Data into a Powerful Story Recorded: Jul 23 2020 19 mins
    Paul Coughlan, insightsoftware
    Since companies spend so much time pulling the numbers together, the strategic value of financial reporting is often lost. Being able to generate an impactful story to motivate and drive performance is now a key component to company strategy and success.

    Register for our webinar on how data-driven stories can give leadership the information they need to make more informed decisions. Learn how finance and storytelling make a powerful team, where we’ll cover:

    - Crafting your financial story
    - The 6 steps to follow
    - Arming your team with the right data
    - The end goal of building impactful stories
  • Future Proof Your EBS Investment now and to Cloud Recorded: Jul 22 2020 31 mins
    John Brooks, Oracle EBS Specialist insightsoftware
    If you’re an EBS customer, the notion of moving to the cloud in the future can leave you wondering what is going to happen to your reporting. Between creation and migration, you’re going to want to make sure the transition to the cloud is as seamless as possible.

    Register for our webinar with Oracle EBS Specialist John Brooks where he will share how you can:

    - Get the most from your EBS investment with third-party finance-owned reporting solutions.
    - Save time each month with self-serve, real-time reporting.
    - Build finance-owned reports that include the ability to drill-down to detail for easy reconciliations.
    - Easily move all data and reports to the Cloud when it’s time.
  • A Management Reporting Transformation: Sage & CXO Recorded: Jul 14 2020 46 mins
    Vincent Lucey, Sr Enterprise Executive - insightsoftware & Andrew Murphy, Finance System Manager - Sage
    Register to our on-demand webinar to learn how Sage, a global market leader of business management software for small and medium sized companies, transformed their management reporting production by 5 days. During this 45-minute webinar, we’ll take you through Sage’s journey to understand exactly how they were able to dramatically reduce their monthly management reporting time.

    Key takeaways include:

    - The impact of having a reliable, universally accepted single-source-of-truth
    - How quickly CXO was deployed and configured
    - And how global decisions could be made quicker and smarter
  • A CFO’s Roadmap for Introducing New Technology to Streamline Financial Processes Recorded: Jul 13 2020 60 mins
    Hamilton Beck, Solution Engineer - insightsoftware, Chris Misel, Director of Financial Business Intelligence - Alliance Data
    Watch our recorded Webinar “A CFO’s Roadmap for Introducing New Technology to Streamline Financial Processes,” where we provide a plan that finance leaders can adopt when they’re ready to explore new financial reporting processes. In addition, you’ll hear from the Director of Business Intelligence at Alliance Data, who will discuss how they went through the process of adopting new technology in order to streamline their financial processes, and how to:

    - Identify your company’s biggest issues with retrieving the proper data to signal how well your company is performing
    - Review the effects these issues have had in your company, and what your company plans to achieve by solving the issues at hand
    - Determine how new financial technology can make your processes more efficient and accurate
    - Create a successful business case for procuring new reporting software solutions
    - Develop a plan of change within your organization that is both collaborative and disciplined
    - Gain instant access when you submit your information in the form.
  • Empower Your Remote Finance Team with Excel Based Reporting Recorded: Jun 25 2020 19 mins
    Kevin Gibson, Senior Solution Engineer
    Finance teams are needing to provide answers to challenging questions which often require new reports and the ability to analyze data in new ways. Working remotely has added a layer of complexity as many finance users rely on IT to build new reports and drill to the information they need.

    Now, more than ever, you need the right tools to be successful. See how to:

    - Access real-time data from your ERP using Excel
    - Build your own refreshable reports without IT help
    - Quickly provide answers to today’s (and tomorrow’s) questions
    - Drill down to the detail you need to answer key questions
  • CFO Panel | How to Navigate Your Business Through This Uncertainty Recorded: Jun 10 2020 45 mins
    David Woodworth – CFO, insightsoftware
    As global concern about the COVID-19 outbreak continues, businesses around the world are under tremendous additional pressure to adapt to a quickly shifting situation. Watch our on-demand webinar where you’ll hear from leading Finance executives and advisors about how they’re managing their businesses through this period and what advice they have for other businesses facing similar challenges. Topics include:

    - What should CFOs be doing to maximize their effectiveness and influence?
    - How do the impacts of COVID-19 compare to prior crises?
    - How do you put scenario models into action?


    Panelists include:

    - David Woodworth – CFO, insightsoftware
    David is the chief financial officer at insightsoftware. Most recently, he held CFO roles at Trilliant and M Modal after beginning his career at Ernst & Young. He focuses on driving value in strategic direction, operational organization, and financial recapitalization.

    - Brian Shaw – CFO, Discovery Education
    Brian is the chief financial officer at Discovery Education. Most recently, he held senior finance roles at Red Ventures and Time Warner Cable after beginning his career at Ernst & Young.

    - David Coles – Managing Director, Alvarez & Marsal
    David is a managing director with Alvarez & Marsal North America Commercial Restructuring. He has more than 25 years of financial restructuring experience and has deep experience working with executive teams in senior advisory and interim C-suite roles.

    - Gary Michel – Strategic Advisory Board, Genstar Capital
    Gary is a member of Genstar’s Strategic Advisory Board, working with portfolio companies to improve financial leadership and operational performance. Previously, he held CFO roles at TravelClick and Register.com.
  • 5 Ways to Knockout Time from Your Oracle Subledger Reporting Recorded: Dec 17 2019 51 mins
    Gregg van der Westhuizen
    Do you feel like your Oracle E-Business Suite (EBS) financial and operational reporting is more complex and time-consuming than it should be? Are even supposedly simple drill-downs unnecessarily manual and difficult?

    If this sounds like you, watch this webinar where you can experience how Excel4apps Wands knocks Oracle reporting out in a head-to-head comparison of common financial and operational reporting tasks. See how you can easily reduce your reporting time by up to 70% and improve your data accuracy and security with a direct connection between Oracle EBS and Excel.

    Join Gregg van der Westhuizen, senior solution engineer, as he takes you through five rounds of easy productivity gains with examples from Procure to Pay and Invoice to Cash:

    Round 1 – Drill down to a live Account Analysis report in Excel to analyze subledgers
    Round 2 - Reconcile Accounts Payable trial balance to General Ledger
    Round 3 - Drill down to detail and compare transactions between General Ledger and Accounts Payable
    Round 4 - Use pre-built report templates to create refreshable intuitive Accounts Payable and Accounts Receivable dashboards in Excel
    Round 5 - Deployment of reports to allow for team collaboration

    This is one show you won’t want to miss!
  • What’s New in Excel for Financial Professionals Recorded: Dec 12 2019 57 mins
    MrExcel
    Microsoft has announced several new calculation functions for Excel, from a better XLOOKUP function to new dynamic array functions SORT, FILTER, UNIQUE, and SEQUENCE, to a new geography and stock function FIELDVALUE. While these functions are already in Excel for Office Insiders, you should expect them to arrive in your subscription of Office 365 soon.

    During this one-hour webinar, Mr Excel will demonstrate:

    •How XLOOKUP is faster and less error-prone than VLOOKUP
    •XLOOKUP's ability to return all 12 months in a single formula, which is exciting enough to make the INDEX/MATCH people switch
    •How to return geography and stock price information using FIELDVALUE
    •Sort and filter with a formula using SORT, FILTER, and UNIQUE
    •How the lowly SEQUENCE function will super-charge all calculation functions in Excel.

    Register today to save your seat an learn how to excel in these new releases.
  • Business partnering: Delivering strategic value & empowering careers Recorded: Nov 27 2019 48 mins
    Ernie Humphrey
    The role of financial professionals is changing at an incredible speed thanks to new technology such as automation and artificial intelligence. Repetitive and low-value tasks are disappearing, meaning that new opportunities are opening for finance personnel to shape their own professional life.

    In this webinar, we will talk about how to best prepare for the future and flourish in the new role using business partnering and your unique knowledge of the business to drive through change and make a difference.
  • Lucy Group: Transforming reporting processes in Hyperion and OneStream Recorded: Nov 18 2019 27 mins
    Guy Hill, Group Reporting Manager at Lucy Group
    Do you feel the panic as the end of the month approaches? Does your team turn into shadows of themselves, working night and day to manage the month-end close?

    That was the situation for the British multi-national Lucy Group. The team were trapped in repetitive and manual reporting processes. The financial function felt more like report creation on auto-pilot with no time to add value to the business with in-depth analysis. They were creating 100-page static reports that were sent by post to their business units abroad.

    But times have changed at Lucy Group and now they create reports with just a mouse-click, and all their old reports have transformed into dynamic dashboards. Reports are sent to the business units abroad digitally within seconds.

    Learn more about Lucy Group’s journey to automated reports with drill-down capabilities and real-time updates in this 30-minute-long webinar.
Revolutionizing Financial Reporting and EPM
insightsoftware is on a mission to help companies turn their financial & operational data into better business outcomes that drive growth and ROI. Through their innovative, turn-key reporting and performance management solutions, insightsoftware provides users with real-time access to data-driven insights in an efficient, cost-effective and secure manner. Featuring integration support for over 130 tier 1 and tier 2 ERP systems, as well as full integration into Microsoft Excel, the company has the experience and flexibility to help business leaders unlock the power of their business data so they can understand, manage and optimize their business with ease. More information about insightsoftware can be found at www.insightsoftware.com.

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  • Title: Bringing Your Financial Data to Life
  • Live at: May 30 2019 10:55 am
  • Presented by: Bill Jelen
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