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Free cpe webinars
Improve Your Financial Reporting With Live, Drillable Data in Excel

IMPROVE YOUR FINANCIAL REPORTING WITH LIVE, DRILLABLE DATA IN EXCEL

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Excel
Course Description

Are you tired of manual, time-consuming reporting processes? Are you constantly waiting on your IT department to build the reports you need? Are you manually dumping data from your ERP into spreadsheets? insightsoftware’s reporting solutions can help.

In this webinar, you’ll see how insightsoftware can provide Excel-based access to real-time financial and operational data so you can:

Learning objectives:


  • Learn to build the reports you need without IT

  • Discover how to connect directly to your ERP data right in Excel

  • Learn to drill down to see the data behind any number

  • Discover how to save days on your month-end close process

Linkedin

Kevin Gibson

insightsoftware
Senior Solutions Engineer
kevin.gibson@insightsoftware.com
(984) 204-4531

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Prior to joining insightsoftware in 2014, Kevin was a Financial Reporting Manager and Spreadsheet Server user for six years. Before that, he was the corporate controller for a healthcare company and an audit senior manager for a regional accounting firm. Kevin is a CPA and gains his unique perspective from 20+ years of hands-on corporate experience.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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insightsoftware enables the office of the CFO to connect to and make sense of enterprise data that is currently spread across a range of point solutions, adding context and building confidence and trust in that data so they can achieve a greater level of financial intelligence across their organization, which is how best-in-class finance teams operate. Over 25,000 organizations worldwide rely on insightsoftware’s portfolio of financial reporting, business dashboards, budgeting and planning, consolidation and close, tax provisioning, and transfer pricing applications to provide them with increased productivity, visibility, accuracy, and compliance.