Name: Equipping Your Finance Team to Lead Strategically and Survive the Chaos
Start: 2025-05-08T12:00:00Z
End: 2025-05-08T12:00:25.000Z
Location: BrightTALK

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Join finance leaders Jennifer Warawa, Sue Maloney, and Wassia Kamon for a discussion around your finance operations; taking them from reactive to strategic. This roundtable webinar is perfect for finance leaders, controllers, CFOs, and FP&A professionals who are ready to move beyond the reporting grind and step into a more strategic role that drives real business impact. 

In this interactive webinar, you'll discover: 

- How to identify and eliminate repetitive reporting bottlenecks that are robbing your team's time and potential 
- Proven strategies for building flexible workflows and systems that adapt quickly during uncertain times 
- Leadership skills for finance professionals to become the strategic partner every organization needs 
- Real-world approaches to data storytelling that position finance as a trusted advisor rather than just a numbers provider 
- Systems and processes that free up your time to focus on high-impact strategic work with cross-functional teams 

Tags: FP&A, Finance Leadership, Spreadsheet Server, Finance Automation, CFO, Beyond Reporting

LP: https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact-cpe/

Get Out of the Reporting Rut: How Finance Leaders Drive Strategic Impact

Join us #Live for a conversation with insightsoftware’s Sue Maloney and ACE CFO Wassia Kamon, CPA, CMA, MBA on what gets finance leaders invited into strategic discussions.

Seat at the Table: What Gets Finance Leaders Invited Into Strategic Conversations. 

Learn how to move from reporting results to influencing what happens next. We’ll explore:
✔️ The insights executives value most
✔️ How to spot opportunities in your role
✔️ What it takes to shift from reporting to shaping strategy

Tags: Finance Leadership, FP&A, Reporting to Influence, Spreadsheet Server

LP: https://www.linkedin.com/events/whatgetsfinanceleadersinvitedin7372304078707539968/theater/

Seat at the Table: What Gets Finance Leaders Invited Into Strategic Conversations

Description: ERP migrations don’t have to be the nightmare everyone warns you about. The key? Protecting your reporting capabilities from day one.

You’re already managing enough complexity without wondering if your financial reports will survive the transition. That’s exactly why Sue Maloney from insightsoftware and Judd Trayling from Roghnu are teaming up to share what they’ve learned from many successful migrations.

Judd will walk you through his practical migration framework—the same approach that’s helped finance teams avoid the most common (and expensive) mistakes. Sue will show you how Spreadsheet Server keeps your Excel-based reports running seamlessly, even when everything else is changing.

You’ll see real examples from teams who came out stronger on the other side, plus get the specific strategies that made the difference between a smooth transition and months of scrambling to recreate reports.

Perfect for finance leaders and IT professionals who want to learn from others’ successes instead of creating their own expensive lessons.

Tags: Spreadsheet Server, Migration Strategy, Excel Reporting, Sage, Sage Intacct

LP: https://insightsoftware.com/resources/the-complete-erp-migration-playbook-reducing-financial-reporting-complexity/

ERP Migrations That Work: Keep Your Excel Reporting Running Smoothly

Description: Are you tired of staying late to complete reports? Or still looking for ways to solve time management challenges for your team so they can clock out by 5? Join us for part 2 of our series, where we'll demonstrate why leading organizations are choosing Spreadsheet Server for their Excel-based reporting needs. 

Key takeaways:  
- Comparison Analysis: See key decision factors that should matter most to finance teams and IT departments. 
- True Native Excel Advantage: Unlike other solutions that layer functionality on top of Excel, Spreadsheet Server leverages actual Excel functionality – no add-ins, no proprietary interfaces, just pure Excel power. 
- Rapid Implementation Success: Learn how organizations go live in weeks, not months, with our streamlined deployment process that minimizes disruption and maximizes user adoption. 
- Universal ERP Integration: Discover how Spreadsheet Server connects to virtually any ERP system, delivering live, refreshable data directly into your existing Excel workflows without the limitations of static exports. 
- Advanced Automation & Drill-Down: Experience powerful features that turn static reports into dynamic, interactive dashboards with real-time drill-down capabilities and automated distribution. 

Tags: Spreadsheet Server, Excel Reporting, Universal ERP Integration, Reporting Automation, MRI, Competitive Comparison

LP: https://insightsoftware.com/resources/part-2-get-your-sheet-together-covering-excel-add-in-reporting/

Get Your Sheet Together: Covering Excel Add-in Reporting (Part 2)

Description: Are you tired of clunky, confusing, and restrictive reporting tools? What if your team could access real-time ERP data, automate reporting processes, and drill deeply into details using the tools they already know and trust? Join us for an exclusive webinar series where we cover the advantages of using Spreadsheet Server with your native ERP solutions.  

Discover how Spreadsheet Server transforms financial reporting by leveraging the power of Excel, self-service customization, and seamless integration with over 140+ ERPs. We’ll show you how Spreadsheet Server empowers your team to save time, reduce errors, and deliver insights faster than ever before.  

Key takeaways:  
- Hear from a current customer, AVR Realty, and learn why organizations are choosing Spreadsheet Server 
- Why real-time ERP connectivity eliminates manual exports and improves data accuracy.  
- The efficiencies gained with self-service reporting and automated processes.

Tags: Spreadsheet Server, ERP Integration, Excel Reporting, Finance Reporting Automation, AVR Realty

LP: https://insightsoftware.com/resources/get-your-sheet-together-covering-excel-add-in-reporting-part-1/

Get Your Sheet Together: Covering Excel Add-in Reporting (Part 1)

Under pressure to support more data sources fast? Whether you’re expanding connectivity or fielding urgent customer asks, how you deliver data access can make or break your roadmap. We’ll unpack what slows teams down: custom builds and brittle maintenance, and explore faster, smarter ways to deliver enterprise-grade connectivity.

This session unpacks the real trade-offs between building your own data connectors and embedding proven, production-ready connectors from Simba. We’ll break down the hidden costs: long dev cycles, API churn, constant maintenance, and a support queue full of “Why isn’t this working?” tickets.

Key Takeaways:
- The hidden costs of DIY connectivity
- How off-the-shelf connectors accelerate success
- Real-world examples of staying ahead with Simba

Walk away with a new lens on Build vs. Buy, one grounded in actual dev hours, customer satisfaction, and competitive velocity.

Build vs. Buy: The Hard Truth About Data Connectivity Solutions

Waiting until month-end to discover financial anomalies is no longer sufficient in today's fast-paced business environment. In this final 30-minute session, Solution Engineers Sari Schulberg and Nick Stage will demonstrate how AI-powered financial intelligence helps teams detect and prevent million-dollar errors while ensuring real-time compliance. 

Key Takeaways: 

Discover how AI-powered analytics detect anomalies 10x faster than manual reviews, catching issues humans miss. 

Learn to implement automated variance analysis that generates presentations, charts, and narratives instantly. 

See a live demonstration of real-time anomaly detection with automated risk scoring and early warning systems. 

Understand how 360° audit trails provide forensic-level detail, reducing audit prep time by 75%. 

Hear how a global retail organization prevented a $2.3M reporting error and reduced audit findings by 95% in one year. 

Register now to see how AI-powered insights can transform your financial close from a reactive process to a proactive, strategic advantage!

Detect Anomalies Before They Become Disasters: AI-Powered Financial Intelligence

If you are exploring how to build a data connector or considering your options when no driver exists, this webinar will give you a clear path forward. Our product and engineering experts will show how companies are creating production-ready ODBC and JDBC drivers in days instead of months.

You will see a demo of a working driver built from scratch that connects CSV files to Excel and Power BI, transforms non-SQL data into queryable tables, and handles real-time data processing at the driver level. We will also highlight case studies from security, financial, and defense sectors where teams replaced fragile REST APIs with reliable, enterprise-grade drivers.

Key Learning Points:
- How a security-focused company built a custom SQL interceptor driver in only two days
- Case studies from financial and defense sectors processing high-frequency time-series data with real-time analytics
- Why enterprises choose custom drivers over REST APIs for legacy and proprietary systems
- Demo of building a working ODBC driver that integrates with Excel and Power BI https://insightsoftware.com/encyclopedia/odbc/ 
- Architectural best practices for driver development including error handling, query engines, metadata, and performance optimization

This session covers the steps, trade-offs, and best practices for building your own driver with Simba SDK ( https://insightsoftware.com/simba-sdk/ ), plus proven shortcuts that accelerate development. Whether you are a developer, architect, or product leader, you will walk away with a framework for making the right build vs. buy decision.

Watch Us Build an ODBC Driver in 30 Minutes: Simba SDK Live Demo

Workday holds critical business data—but accessing it in a way that supports real-time decision-making? That’s another story.

Most teams are still stitching together RaaS endpoints, wrangling XML, and manually exporting reports just to get numbers into dashboards. It’s time to rethink that entire process.
In this session, we’re showcasing how Simba’s Workday Connector ( https://insightsoftware.com/drivers/simba-workday/?utm_source=insightsoftware&utm_medium=website&utm_campaign=2025-07-09_WLD_SIM_Workday_Driver_Rerun_WBR_ALL&partnerref=website ) bypasses the usual complexity—giving your BI tools, analytics workflows, and even custom apps direct, governed access to live Workday data. No APIs.

Whether you’re building out your data architecture or just tired of static spreadsheets, you’ll walk away with a smarter, more scalable way to work with Workday.

What We’ll Cover:
- Why traditional Workday reporting slows down innovation
- How Simba delivers real-time, queryable Workday data—no detours
- What direct connectivity looks like in Power BI, Qlik Sense, and more
- What this means for product teams building internal data experiences

Practical Steps to Integrate Workday Data with Top BI Tools

The introduction of the global minimum tax (Pillar 2) and national Qualified Domestic Minimum Top-up Taxes (QDMTT) has added significant complexity to corporate tax compliance. Companies now need integrated, automated tools to manage calculations, streamline reporting, and avoid costly inefficiencies.

Join insightsoftware and KPMG as we demonstrate how the Longview QDMTT Connector accelerates Pillar 2 compliance by:

Accelerating Pillar Two and QDMTT compliance with Pillar Two provisioning data from Longview Tax
Mapping Longview Tax data directly into compliance software and onto the GIR
Reducing manual effort and compliance risk with an integrated process
Equip your tax function with the agility to meet new requirements and maintain strategic focus. Register now to simplify your first Pillar 2 declaration process.

Are You Making Pillar 2 Harder Than It Has To Be?

The tax profession faces an unprecedented talent shortage that is reshaping how organisations approach their tax functions. With experienced professionals retiring faster than new talent can be developed, and increasing regulatory complexity demanding more specialised expertise, tax teams are under immense pressure to do more with less.

This session, presented by insightsoftware and Alvarez & Marsal, explores how technology is emerging as the critical solution to bridge the talent gap. While traditional approaches focused on hiring more people, forward-thinking organisations are discovering that intelligent automation and sophisticated tax provisioning solutions can fundamentally transform their operations. At the same time, the nature of tax talent itself is evolving – today’s professionals must be equipped not just with technical tax expertise but also with a solid understanding of data, systems, and emerging technologies such as AI to remain effective in a rapidly changing environment.

An expert panel will discuss real-world case studies where organisations have successfully leveraged automation to not only address staffing challenges but also improve accuracy, ensure compliance, and accelerate reporting cycles.

The conversation will cover practical implementation strategies, return-on-investment considerations, and how to position tax teams as strategic business partners rather than purely operational functions. Attendees will gain insights into the technologies driving this transformation and learn how to build a compelling business case for modernising their tax operations – including investing in the right talent with the right capabilities.

Join us as we explore how the future of tax is not just about finding more people; it is about empowering the right people with the right technology and the right skills to drive meaningful business impact.

Building Tomorrow’s Tax Talent Today

Today’s tax teams are under increasing pressure to deliver more value with fewer resources — but what’s holding them back from meeting these demands? Join insightsoftware and KPMG as we explore how tax departments are transforming their operating model to shift from reactive to proactive enabling them to deliver insight-driven value.

This session will discuss how flexible, streamlined processes, optimized service delivery model, real-time data and automation can transform tax from a cost center into a strategic partner for the business. You’ll see how modern platforms reduce manual effort, eliminate duplication, and empower tax professionals to focus on planning, modeling, and driving better outcomes.

What you’ll learn:

Overcoming the key obstacles that prevent tax teams from delivering greater value
Ways to reclaim time for scenario planning and strategic analysis
Practical steps for moving beyond manual spreadsheets to real-time reporting
How to support transparency and agility across global teams

Cost Center or Strategic Partner? Maximizing Tax Team Impact.

Experts from Grant Thornton and insightsoftware explore how rising tariffs are reshaping the landscape of transfer pricing compliance. This discussion breaks down the challenges tariffs present for global organizations – complicating calculations, pushing companies outside accepted ranges, and triggering new compliance risks. They shed light on the mechanics of how tariffs intersect with transfer pricing and explain why ignoring this connection can result in avoidable issues with customs and tax authorities.

Transfer Pricing Solutions for the Tariff Era

Transfer pricing has evolved from a niche tax function to a critical C-Suite issue. With individual disputes now reaching multi-billion dollar exposures, 40% IRS penalties, and shareholder lawsuits over inadequate disclosure, multinational executives can no longer delegate these decisions to the tax department. This episode examines why transfer pricing controversies now demand board-level attention and executive accountability in today’s enforcement environment.

Transfer Pricing's Rise to C-Suite Priority

Managing data across multiple systems often means fixing broken pipelines and reworking reports, which slows teams down and keeps dashboards from reflecting what’s really happening. Too often, analytics end up built on numbers that are already out of date.

Real time connectivity changes the equation. Modern data teams are simplifying access, scaling across platforms, and getting analytics that reflect the present, not last week.

Through a live demo, we will walk through how Simba by insightsoftware Data + Analytics handles the problems that usually trip up data pipelines such as schema changes, custom fields, and performance at scale. You will see how to connect live data directly into popular analytics platforms like Power BI, Qlik, and Logi Symphony without exports, batch jobs, or fragile scripts.

By the end of the session, you will learn how to:
Feed real time data directly into dashboards
Handle schema evolution automatically without downtime
Reduce maintenance hours while improving data reliability

If your dashboards lag your business, this session will show you how to fix that.

The Future of Querying Data: APIs, Federation and Beyond

Your API delivers the data, but when customers try to plug it into Tableau, Power BI, or Looker, things fall apart. They open a BI tool and hit a wall of nested JSON, missing joins, pagination errors, and throttling headaches. That means support tickets, frustrated customers, and lost deals.

This session is for ISVs and OEMs who are tired of duct-taping BI access onto a REST API that was never designed for it. Simba makes your data plug-and-play for any BI tool with no major rebuilds required.

We’ll show you how to deliver the analytics experience your customers expect, using SQL-based connectivity that works right out of the box.

What You’ll Get:
- What BI tools expect and why REST doesn’t cut it
- How Simba helps you offer native BI access without the engineering headache: https://insightsoftware.com/simba/
- A live demo of what your customers could be seeing (with the right connectivity)
- How other ISVs/OEMs are embedding Simba to drive adoption and upsell

You built the data. Now make it BI-ready.

Why REST APIs Fail for BI Analytics: A Guide for Data Vendors

Gain actionable strategies to redefine and enhance your data visualization efforts in this must-attend session. Discover how Logi Symphony and Simba work together to transform scattered data into clear, actionable insights that fuel smarter decisions.

Learn how Logi Symphony empowers teams with self-service dashboards, predictive insights, and seamless embedding, while Simba ensures instant access to data from any source—no matter how complex. Together, they break down silos, set a higher bar for real-time storytelling, and make interactive dashboards truly meaningful.

Key takeaways include:
- How responsible AI and predictive modeling enhance organizational transparency.
- Strategies to deliver dynamic, real-time decision intelligence grounded in clean, unified data.
- How to scale seamlessly across enterprises while meeting stringent security needs.

Don’t miss this opportunity to lead in data-driven decision-making. Register now to transform how your organization connects, visualizes, and acts on its data.

Crushing Data Silos: Better Data Access, Better Visualizations

Custom-built data connectors often come with unpatched vulnerabilities, unpredictable maintenance costs, and compliance gaps. For ISVs and enterprises, these risks multiply as integrations scale. This hands-on session explains how Simba’s SDK framework provides a faster and more secure path to building and maintaining enterprise grade connections while reducing the security debt of DIY pipelines.

We will cover practical strategies for designing a data governance framework that protects against breaches and maintains high performance across complex multi environment deployments. Attendees will gain actionable patterns they can apply immediately to tighten compliance, prepare for AI and ML workloads, and streamline real time data flows.

What You Will Learn:
Build vs. Buy decisions for data security and compliance Securing AI and Machine Learning pipelines with strong and compliant data connectivity Applying least privilege access and encryption best practices to data flows Reducing connector sprawl while maintaining engineering delivery speed Implementing governance in complex high throughput environments If securing data pipelines is on your 2025 roadmap, this session will provide real world practices, proven architecture patterns, and a faster way to build secure and durable connections.

Five Best Practices for Data Connectivity Security

Is your finance team overwhelmed by legacy systems and chaotic workflows?  
  
The pressures of market volatility, regulatory changes, and geopolitical disruptions demand more than just resilience. They call for strategic leadership guided by data-driven decisions delivered through unified solutions that streamline planning, closing, and reporting.   
  
Join Craig Shiff, President of BPM Partners, as he shares timely insights and data from BPM Partners’ recent Pulse survey. This is your chance to prepare your finance team not only to survive the chaos but to lead strategically within it. Our goal is to explore how to:  
  
• Break down the barriers of legacy systems and streamline your processes.  
• Equip your team to enable timely, informed decisions with improved data accuracy.  
• Optimize your workflows for maximum efficiency and measurable ROI.  
  
Whether your team is bogged down by complex Excel routines, or you're seeking to enhance the tools you already have, this session will provide actionable insights tailored to your needs as you navigate this period of uncertainty.  
  
Register today to take part in this critical conversation. Witness firsthand how JustPerform can empower your team to plan together, close faster, report accurately, and make confident decisions without the hassle.   
  
Hit the ground running every day with financial performance made easy.

Equipping Your Finance Team to Lead Strategically and Survive the Chaos

Finance

Business Analytics

Business Intelligence

Financial Planning

Planning

Data Driven

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Practicing business intelligence allows your company to transform raw data into sets of insights for targeted business growth. The business intelligence and analytics community on BrightTALK is made up of thousands of data scientists, database administrators, business analysts and other data professionals. Find relevant webinars and videos on business analytics, business intelligence, data analysis and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Business Intelligence and Analytics

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

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

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.

Get powerful insights to run your business. CEOs, CFOs, CMOs, COOs, CTOs and CIOs are among the leaders in this community who connect with peers and experts to grow their businesses.

CxO Strategy

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.

Equipping Your Finance Team to Lead Strategically and Survive the Chaos

Presented by

About this talk

insightsoftware