Name: How to Navigate AI for Your Finance Team
Start: 2025-07-14T02:36:00Z
End: 2025-07-14T02:36:31.000Z
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

This 30-minute webinar will explore industry trends and show how construction leaders use technology to boost data clarity, streamline reporting, and drive profitability. Leave outdated processes behind and learn how to transform your Viewpoint reporting practices for better, faster financial insights. 

What you’ll learn: 

- Equip project managers with the right tools for sharper jobsite visibility. 
- Streamline work-in-progress, contract status, and other key reports for confident decision-making. 
- Build customizable, real-time reports with drill-down features to uncover deeper insights. 

Don’t miss this chance to master the tools that will empower your team and elevate your projects.

LP: https://insightsoftware.com/resources/easy-excel-reporting-for-viewpoint-your-blueprint-to-data-visibility/

Easy Excel Reporting for Construction: Building Your Blueprint to Data Clarity

Description: As we head into 2026, the gap between manual reporting processes and automated finance operations isn't just widening—it's becoming a competitive liability that's costing you time, accuracy, and strategic opportunities you can't see. 

This isn't just about making reporting easier. It's about enabling your finance team to deliver real-time insights, leadership needs to make critical investment decisions when timing is everything; and giving your team their evenings back during month-end close.  

Here's what's at stake: 

- The Overtime Trap: See why leading real estate organizations are choosing Spreadsheet Server to eliminate late nights and solve the time management challenges. 
- The Month-End Close Bottleneck: Learn how true native Excel functionality cuts your 10+ day reconciliation cycle to days. 
- The Risk of Spreadsheet Errors: Discover automated rent rolls, occupancy tracking, and delinquency summaries with built-in validation that eliminate the errors costing you millions. 
- The Implementation Roadblock: Experience our streamlined deployment that goes live in weeks with universal ERP integration (including MRI and Yardi). 
- The Strategic Blind Spot: See how instant drill-down capabilities and dynamic dashboards transform your finance team from scorekeepers to strategic advisors with 360-degree portfolio visibility. 
- Real Impact, Real Numbers: Jennifer Carman, Director of Operations at AVR Realty, shares how automation reclaimed weeks of productivity now spent driving property performance.  
- Partnership Value: We work closely with our ERP partners, like MRI, to ensure our integrations are purpose-built, not generic.  

The clock is ticking. With budget planning for 2026 already underway and Q4 close approaching, finance leaders who act now will enter the new year positioned to lead—while others will still be catching up on last quarter's reports. 

LP: https://bit.ly/4q4nPpO

Real Estate Finance: Stop Waiting on Manual Reports

Description: Excel remains one of the most widely used tools in financial reporting, admired for its flexibility and familiarity. However, many organizations face challenges when transitioning between Excel and separate reporting systems, leading to inefficiencies and errors.  

This webinar will explore how Spreadsheet Server empowers finance professionals to streamline their financial reporting processes entirely within Excel. Learn how to simplify complex tasks, ensure data accuracy, and improve reporting speed—all without leaving the environment you trust.  

Join us to discover how Spreadsheet Server integrates seamlessly with your NetSuite ERP, allowing you to harness the full potential of Excel while addressing critical reporting pain points. Whether you’re a financial analyst or CFO, this session will equip you with actionable insights to overhaul your reporting workflows. 

Tags: Spreadsheet Server, NetSuite Reporting, Excel Reporting, Financial Reporting, NetSuite

LP: https://insightsoftware.com/resources/start-in-excel-stay-in-excel-netsuite-financial-reporting/

Start in Excel, Stay in Excel: NetSuite Financial Reporting

Manual reporting shouldn’t be a full-time job. Yet for Thermal Engineering, each project report once stole 4–6 hours of valuable time, forcing leaders to double-check numbers and delay decisions that mattered. 

In this fireside chat, Head Engineer Aron Frailey sits down with insightsoftware  to reveal how his team turned tedious reporting into a strategic advantage, cutting report prep by 90% while boosting confidence in every decision with Spreadsheet Server. 

What you’ll discover: 

- From Manual to Modern: How Aron and his team eliminated hours of repetitive reporting tasks 
- The 90% Time-Save: What it really takes to go from 6 hours to 6 minutes per report 
- Data That Talks: How Thermal Engineering gained visibility into costs, labor, and projects instantly with Query Designer. 
- Adoption Without the Headaches: Frailey’s candid take on getting construction teams to embrace reporting tech 
- The Bigger Picture: Why better reporting is more than numbers, it’s about collaboration and visibility 

Perfect for:  CFOs, Project managers, finance leaders, and construction executives who know reporting is critical but need it to be faster, easier, and more impactful.

Clear Data, Confident Decisions: A Fireside Chat with Thermal Engineering

Are you looking to maximize your Epicor reporting experience? Join us as we tackle the top reporting challenges faced by finance professionals with actionable strategies to overcome them. Additionally, we will guide you through optimizing Epicor for enhanced financial reporting efficiency.  

- Create Ad Hoc Reports without IT Assistance: Ensure agility and responsiveness to evolving reporting needs. 
- Automated Data Collection for Better Insights: Enhance the accuracy and timeliness of your reporting, freeing your team from manual data-gathering tasks.  
- Give Depth and Context to Reports: Discover strategies that provide a more comprehensive understanding of your financial data for informed decision-making.  
- Combine Epicor Data with Everything Else: Learn how to seamlessly integrate Epicor data with information from other platforms, breaking down silos and creating a holistic view of your organization's financial landscape.  

Transform your Epicor reporting practices and accelerate your journey to faster, more accurate financial insights.

How to Get Transparent & Effective Excel Reporting for Epicor

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

Is your data ready for artificial intelligence (AI)? In today’s fast-paced financial landscape, the power of AI is changing finance functions. In this webinar, we will explore the rise of AI in finance planning and analysis (FP&A), and we’ll introduce you to how we are incorporating AI into our Excel reporting solution.

Key Takeaways:
- The Future of Finance is Intelligent: Explore how AI is starting to reshape finance, offering a competitive edge through automation and data-driven insights.

- insightsoftware’s AI Approach: Discover how we use AI to automate tasks like report generation and data validation, allowing your team to focus on strategic analysis and -informed decision-making.

- Committed to Security: Learn about our strong security measures, including multi-layered encryption and user authentication, ensuring safe interactions with AI services.

- AI + Spreadsheet Server Demo Highlights: Get a sneak peek into AI Doc Assist and AI Data Assistant features new to Spreadsheet Server. These tools will transform your processes, enhancing efficiency and deepening data analysis.

How to Navigate AI for Your Finance Team

AI in Finance

Spreadsheet Server

Finance Automation

FP&A Technology

AI Trends 2024

Finance Transformation

AI Reporting Tools

Insightsoftware Demo

Actionable Insights

Office of the CFO

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How to Navigate AI for Your Finance Team

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