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Webinars

Enjoy Live and On-Demand Webinars for Finance Professionals Who Want to Improve their Skills and Lead Their Organizations

  • Telling the Story Behind the Numbers

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    As a finance professional, your job is to convey the financial state of the business. But more than that, you need to be able to see past the data and tell the story behind the numbers.
  • How Top Companies Reduce the Burden of Financial Reports

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    As the pace of business accelerates, many CFOs report their teams can’t deliver information in a timely manner. In fact, 77% of CFOs admit major business decisions are delayed due to not having access to data when it’s needed. Join this webinar as we explore how top companies overcome the time deficits that exist in data collection and corporate...
  • Data and Decision-Making: Translating Qualitative Inputs into KPIs and Dashboards

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    The combination of financial & non-financial information (like up-time, marketing lead volume, net promoter or customer satisfaction scores) can have a material impact to the accuracy of financial forecasts and how you work with your business colleagues. But the art of translating non-financial information into forecasts can be challenging if...
  • Time-Saving Tips for Managing Corporate Finance Reports

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    If you and your team spend hours extracting, manipulating, validating, and formatting data from multiple sources, you’re not alone. CFOs have stated that their teams spend 30% of their time on reporting and expect the total volume of reports to increase (over the next year).
  • Forecasting for Success: Tips for Developing Effective Models

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    No matter how accurate your forecasts, the rigid nature of static forecasts means they quickly become out of date. This leads to missed goals and may encourage sandbagging and other bad habits. Plus, keeping forecasts up-to-date requires professionals like you to spend too much time manually updating information in large spreadsheets which can...
  • Essential Guide to Virtual Close

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    Learn how to shave two days from the monthly close process through integration and automation. These best practices will also reduce manual work to boost data accuracy, deliver reports to stakeholders faster than ever, and improve control and compliance with audit tracking.
  • Insider's Guide to Accelerating Financial Planning & Analysis

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    Rev up your BPM with these actionable, insider strategies to bring analytical insights front and center. Learn tips for frequent, agile planning that quickens decision-making, improves management reporting, and better aligns functions through collaborative processes.
  • Delivering Reports that People Value and Use

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    For many finance professionals, reporting is an exercise in frustration. Join this webinar to learn the components of reports and analysis that your business partners will value and use.
  • Improve Your Reporting Process Without More Caffeine

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    Another month, another report. Gathering data manually from multiple systems, wrestling with huge & error-prone spreadsheets and investigating plan variances all cost time, resources and caffeine. Throw in ad-hoc requests from line managers and it may seem like there’s no light at the end of the tunnel.
  • Master Your Budgeting Process: Tips for an Active Budget

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    Spending countless days and nights building the annual budget can be a frusterating process. Especially when you know it may be obsolete by the end of the next quarter. Watch this webcast to learn how to overcome the endless cycles of your budget process and start moving towards an active plan.
  • Beyond Dollar Signs: How Non-Financial KPIs Determine Corporate Performance

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    The game continues to change for CFOs. Gone are the days of simply calculating and reporting financial numbers. To accurately measure and forecast corporate performance, today's CFOs must now manage information and data from across the business.
  • Tips for Getting Your Business on Board with Rolling Forecasts

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    Companies often spend weeks or months developing an annual plan or budget, but by the time they're finished, the market has changed and the budget has become obsolete. There's a better way; rolling forecasts.
  • Mastering Financial Reports: How to Avoid Costly Mistakes

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    Join us for an informative webinar to learn steps you can take to prevent mistakes and improve the time-consuming process of financial reporting.
  • Building Dashboards that Deliver: 4 Ways to Simplify the Reporting Process

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    Join Adaptive Insights to learn best practices for turning raw performance data into intuitive KPI dashboards.
  • 3 Easy Ways to Simplify Your Board Reporting - 1

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    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
  • 3 Easy Ways to Simplify Your Board Reporting - 2

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    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
  • 3 Easy Ways to Simplify Your Board Reporting

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    In this webinar, we will share best practices from other companies who have successfully streamlined their board reporting and increased productivity. Discover 3 steps to free up your resources, automate data collection from multiple sources, and add value through business analytics.
  • FP&A Best Practices for Biotechnology & Pharmaceutical Organizations

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    Learn more about the FP&A best practices for Biotechnology and Pharmaceutical organisations.
  • Lessons from the CFO: Thinking Beyond the Numbers

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    Join Robert S. Hull, veteran CFO and founder of Adaptive Insights, as he shares the quintessential rules of modern FP&A in this interactive webinar. You’ll leave with an actionable roadmap to increase business engagement, deliver trustworthy results, and increase profitability.
  • Technology Webinar Series: How IT Tin Partner With Finance on Analytics

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    Know the key questions to ask and what to look for when evaluating an analytics and performance management solution. Companies are expecting their finance leaders to deliver strategic insights. Make sure your finance technology solution empowers finance professionals by effectively managing the whole financial process.
  • Supercharge Your FP&A Process and Tools for Education Institutions

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    supercharge
  • KPIs and Financial Performance Measures for Business Services

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    Learn the key performance indicators that provide insights, improve utilization, and drive profitability for professional services companies. Operational insights and a system that integrates multiple data sources helps drive more agile budgets and plans, which ultimately help to make better business decisions.
  • Keep Games and Politics Out of Budgeting

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    Learn about the causes of the most common budget “games” that prevent value-added reporting and apply proven best practices to avoid them. Actionable tips to take back to your organization include ways to spot and resolve common budgeting “games,” reduce the budget cycle time by 75%, and improve the quality of the budget.
  • Building a Collaborative Budgeting and Planning Process

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    Dave Brasnick, solutions specialist at Adaptive Insights, discusses how Adaptive software improves budget collaboration within an organization. Dashboards drive decision-making, automation ensures data consistency, and the intuitive software interface enables self-service reporting among users.
  • Innovations in Financial Reporting

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    Discover innovations in finance technology that supercharge productivity. Demos from real-world successes make a strong case for automating reporting tasks to attain greater data integrity and realize significant time savings.
  • CFO Playbook: 3 Ways to Embrace the Cloud

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    Gain actionable blueprints for building your financial planning and reporting in the cloud. Real-world case studies illustrate the tangible benefits, such as faster deployment of other applications and lower total cost of ownership, after companies moved their financial processes to the cloud.
  • FP&A Best Practices for Software and Technology Organizations

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    Learn tips to give finance teams breathing room to generate strategic business insights and drive profitable investment decisions. The right approaches can shave 50% off planning cycle times, create robust and configurable revenues models to forecast bookings, and leverage self-service reports and dashboards for maximum value.
  • Elevate the Role of Finance in Your Business Services Organisation

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    Explore ways to make financial processes more strategic — such as seamlessly integrating multiple sources and slashing time spent on budgets—and tips to reduce dependency on spreadsheets. Business service finance leaders like retailer CORT have been able to successfully leap from spreadsheets and drive tangible benefits.
  • Finish This Year with a Better Budgeting Process

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    Learn how to reimagine the budgeting process with these real-world examples of finance managing data with greater speed, more flexibility, and better control. Tips and techniques to tighten collaboration with other business units and gain more accuracy are also on tap.
  • Elevate the Role of Finance In Your Higher Education Organisation

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    Discover the tangible benefits of reducing dependency on spreadsheets in a higher education environment. In the modern landscape, finance leaders take on a more strategic role and require dynamic reporting, planning and budgeting capabilities across multiple dimensions, such as enrollment, student retention, or grant sources.
  • Turn Revenue Planning Into Your Secret Weapon for Business Services

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    Explore how to create a strong revenue model to predict business performance and elevate the finance role in the eyes of business leaders. With an accurate, flexible model, it’s easier to identify trends and issues, guide investment decisions, and exert control over critical targets like profit margins and revenue per FTE.
  • Accelerate Productivity and Profit Through Effective Planning

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    Jeanne Urich, managing director at ServicePerformance Insight, outlines how to rate the service performance of your organization and move it along the maturity curve of the Planning and Budgeting Maturity Model™. Identify growth-spurring KPIs, ways to improve your planning process, and how to slice cycle times by 70%.
  • Use Dashboards and Analytics to Find Hidden Savings in Your Data for Healthcare

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    Get tips for visualizing important KPIs with data on hand—without all the manual, time-consuming work. Finance teams can deliver key insights to company leaders by automating sophisticated tasks, customizing reports and dashboards, and analyzing real-time data in a central source.
  • Achieve Flexibility with Driver-based Budgeting

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    Gain actionable tips for developing accurate and dynamic forecasts that align with changing customer needs. Experts from Adaptive Insights share examples from best-in-class organizations that capitalize on emerging trends by adopting newer, more flexible approaches in forecasting.
  • Elevate the Role of Finance in Your Retail Organisation

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    Learn how to reinvent FP&A processes to give finance more leeway for strategic analysis. Papyrus cut ties with spreadsheets, which enabled the finance team to slash time spent on budgeting, planning, and analysis; provide valuable insights into sales; step up decision-making; and enhance visibility into operations.
  • See the FP&A Forest From the Trees for Manufacturers

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    Learn how finance executives leverage key data for decision-making. Glen Moore, vice president of engine management finance at Standard Motor Products, shares how the company replaced their spreadsheet process with Adaptive Planning, which improved margins, reduced manufacturing costs, and boosted collaboration across the globe.
  • 6 Essential Steps to Build a Modern Finance Organisation

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    Discover how to efficiently and accurately turn data into insights. In other words, spend less time fighting fires and more time on strategy. Best-in-class accounting and finance teams capitalize on automated processes that reduce the planning cycle by as much as 75%, improve productivity, and raise visibility into key metrics.
  • 5 Tips for Forecasting Success

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    Improve your forecasting skills with a handful of tips from the Beyond Budgeting Round Table. Increase partner collaboration, stakeholder communication, and data-driven confidence to seize highest-ROI opportunities. Plus, see how to gain greater agility and accuracy by automatically rolling out forecast changes.
  • Modern Approach to FP&A: How Adaptive Insights can Help Your Organisation

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    Discover how business analytics and cloud computing help organizations take a modern approach to planning and budgeting. Leading companies revolutionized their reporting processes through automation and real-time data accessibility in Adaptive Insights' software.
  • 5 Steps to Finding Hidden KPIs You're Missing

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    Get a step-by-step guide to defining the right set of key performance indicators that influence business decisions. Technology makes it easy to identify useful analytics—based on historical data, forecast alignment, stakeholders, and more—that make the greatest impact on business performance.
  • Linking MS Dynamics with Better Planning and Analysis

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    Discover how companies create a robust link between their enterprise resource planning (ERP) system and planning processes. Microsoft Dynamics ERP customers GDF Suez North America and Goodwill Industries run Adaptive Planning to complement and extend their analytics, planning, and reporting capabilities.
  • 5 Signs You’ve Outgrown Spreadsheets for Planning and Reporting

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    Find out how leading finance organizations made the leap from spreadsheets, accelerated their planning and reporting cycles, and drove better decision-making. Spreadsheets often put data accuracy at risk and require more time to distribute. If your organization is over-reliant on spreadsheets, it’s time to make a change.
  • Innovations in Reporting & Dashboards: Your Keys to Better Decision-Making

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    Discover innovations in finance technology that supercharge productivity. Demos from real-world successes make a strong case for automating reporting tasks to attain greater data integrity and realize significant time savings.
  • 5 Principles of Killer Reports and Dashboards

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    Get actionable tips that savvy, forward-thinking finance organizations use to improve performance and drive faster decision-making. A performance management solution with dynamic capabilities, such as self-service reporting, frees up workload, generates insightful data, and enables quick decision-making with greater confidence.
  • KPIs and Financial Performance Measures for Higher Education

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    Learn how top finance teams in higher education elevate performance and operational efficiency by focusing on core metrics. Real-time visibility into performance and KPIs across FOAPAL dimensions are critical, as is harnessing the power of self-service analytics and dashboards to keep everyone in-the-know.
  • Improve Your Forecasting and Budgeting Process for Software and Technology

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    Get access to budgeting and forecasting best practices that draw out key insights and drive decision-making. An Adaptive software demonstration shows how to automate sophisticated dashboards, integrate reports in real time, and enable budget collaborators with self-service reporting capabilities without relying on IT support.
  • Use Dashboards and Analytics to Find Hidden Gems in Your Data

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    Discover ways to mine data for “hidden gems.” In other words, obtain strategic insight into opportunities and trends through real-time data. Business intelligence and analytics tools like dashboards help companies visualize important KPIs with the information already on hand.
  • Improve Your Dashboard and Reporting Process

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    Explore how report and dashboard automation reduces workload, generates insightful data, and accelerates decision-making with greater confidence. Steve Player, director of the Beyond Budgeting Round Table, and an Adaptive demo illustrate how to spend less time on reports and more time on analytics that drive decision-making.
  • Technology Webinar Series: Buyers Guide to Planning, Consolidation & Reporting

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    Know what to look for when it comes to evaluating an analytics and performance management solution, and understand the top trends and challenges facing finance professionals. A cloud-based platform and the ability to connect across systems are among the features of a high-performing management solution.
  • How Adaptive Uses Adaptive

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    Find out how Adaptive Insights maximizes its own technology to accomplish business performance goals. Founder and Chairman Rob Hull shares the overall architecture of Adaptive’s business model and how each department is using Adaptive to manage processes and performance.
  • Smarter Planning and Forecasting: An Overview of Adaptive Planning

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    Get an overview of Adaptive Planning in a presentation conducted at the 2015 Adaptive Live conference. For companies that desire smarter planning and forecasting, Adaptive Planning helps improve FP&A processes, including the financial close, manager engagement, and more.
  • FP&A Best Practices for Government Organizations

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    Get access to best practices for reducing dependency on spreadsheets and accelerating financial planning processes in government institutions. Learn how efficiently planning various funding scenarios based on economic conditions helps finance leaders in government organizations achieve more in less time.
  • Elevate the Role of Finance in Your Nonprofit Organisation

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    Discover best practices for managing financial processes in nonprofit organizations. Adaptive Insights' software empowers nonprofits with dynamic reporting across multiple dimensions. After it reduced its dependency on spreadsheets, Goodwill reduced the time spent on financial processes and accelerated its decision-making.
  • Essential Guide to Budgeting Success

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    Gain actionable tips that eliminate errors due to manual consolidations, and drive better collaboration with stakeholders in higher education institutions. Barry University in Miami, FL, transformed its budgeting with Adaptive Insights software and achieved greater speed, accuracy, and control in its processes.
  • Megatrends Impacting Finance in 2015

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    Take advantage of top trends impacting financial performance management by using the latest technology tools. Paul Hamerman, vice president and principal analyst at Forrester Research Inc., shares how key trends in cloud, mobile, and analytics are pushing CFOs to be more strategic in the coming year.
  • It's Not Too Late To Change Your Budgeting Process for Higher Education

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    Learn why it’s never too late for higher education institutions to improve and change budget processes, even when wrapping up the fiscal year. Dynamic reporting capabilities—such as detailed analysis by funds, programs, and more—deliver an immediate return on investment and continue the savings for years.
  • One-size-fits-all FP&A Doesn't Work for Manufacturers

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    Learn why manufacturers need a corporate performance management solution to thrive in a changing landscape. Cindy Jutras, president of Mint Jutras, discusses the complex issues facing manufacturers, the value of a financial performance solution in a manufacturing environment, and best practices when deploying new technology.
  • The 7 Costliest Reporting Mistakes

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    Join guest speaker John Dunican, head of CFO Advisory Services for Armanino, the largest independent accounting and business consulting firm, as he discusses the 7 costliest management reporting mistakes and shares actionable tips on how to avoid them.
  • 5 Forecasting Tips for Higher Education Institutions

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    Get straight talk on how to automate your accounting and finance processes in the cloud for optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.
  • KPIs and Financial Performance Measures for Nonprofits

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    Learn about key metrics that improve operational efficiency and fund management in nonprofit organizations. Savvy finance teams at nonprofits enable data-driven decision-making by relying on core analytics that span across dimensions, such as grants, programs, and funds.
  • KPIs and Financial Performance Measures for Manufacturing

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    Discover the key performance indicators (KPIs) and performance measures finance leaders in manufacturing use to make data-driven decisions. Manufacturing finance teams heavily rely on a core set of key metrics that provide deeper levels of insights and fuel informed decision-making and efficient processes.
  • KPIs and Financial Measures for Retail and Wholesale Organizations

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    Gain a critical understanding of the core KPIs savvy finance teams in retail and wholesale use to extract keen insights from data. Knowing the metrics, their drivers, and why they matter enables agility to improve profitability and margins, and aids in slashing planning and reporting cycles by 70%.
  • Improve Your Forecasting & Budgeting Process for Business Services Organisations

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    Discover best practices for improving the budgeting and forecasting process as highlighted by Cliff Marnick, vice president of finance at Jones Lang LaSalle, a professional services and investment management firm with annual fee revenue of $4.7 billion.
  • End the Data Debate: Accelerate Planning & Reporting With Single Source of Truth

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    End the Data Debate: Accelerate Planning & Reporting With Single Source of Truth
  • Elevate Your Reports & Dashboards to New Heights

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    Elevate Your Reports & Dashboards to New Heights
  • Effective CPM: Integrating Finance and Operational Planning

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    Effective CPM: Integrating Finance and Operational Planning
  • Don’t Be a Prisoner to Spreadsheets

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    Adopt the methods of Standard Motor Products, whose finance team leveraged Adaptive Planning to customize dashboards, integrate financial and operational data in reports with drill-down capabilities (without IT help), and make FX and labor rate impacts to margins readily visible.
  • Demystifying Cost and Implementation Challenges

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    Get tips on evaluating cloud-based solutions and determining the right one for your business. Adaptive experts shed light on the transformational benefits achieved by Adaptive Insights' customers, and bust common misconceptions about adopting cloud-based solutions as a planning and business intelligence solution.
  • Doubling Down on Improving Your FP&A Process for Software & Technology

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    See how to leave spreadsheets behind in favor of robust planning and analysis processes and tools. With rolling forecasts and scenario analysis, reports and dashboards with drill-down and what-if capabilities, data works harder—freeing up time for strategic analysis that enables quick action on critical opportunities.
  • Doubling Down on Improving Your FP&A Process for Retailers

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    Doubling Down on Improving Your FP&A Process for Retailers
  • Finance's Secret Weapon: Revenue Planning

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    Finance's Secret Weapon: Revenue Planning
  • A Better Financial Close: Don’t Let Spreadsheets Stand in the Way

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    Brian Sommer, TechVentive CEO and ZDNet contributor, explains how progressive CFOs complement consolidation and reporting technologies to realize efficiencies across the board, from speeding up the close, to tracking entries across all users to maintain compliance, to churning out reports easily from a single source of truth.
  • 5 Tips to Making Rolling Forecasts a Reality

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    5 Tips to Making Rolling Forecasts a Reality
  • Use Dashboards & Analytics for Business Services

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    Use Dashboards & Analytics for Business Services
  • Top Metrics that High-Tech Companies Use to Drive Performance

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    Gain access to key metrics, best practices, and peer benchmarks that capitalize on emerging trends, drive growth, and edge out technology competitors. Whether tracking recurring revenues, subscriber numbers, or growth rates, technology companies have the visibility and insights to effectively drive profitable growth.
  • Top Financial KPIs that Matter for Insurance

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    Top Financial KPIs that Matter for Insurance
  • Top Financial KPIs that Matter for Healthcare

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    Learn key measures that drive financial success of healthcare organizations. Navigating a changing healthcare landscape requires financial visibility and data-driven insights. An Adaptive software demonstration shows how healthcare organizations tap into key financial metrics and apply them towards growth and profitability.
  • Top 5 FP&A Best Practices for Higher Education

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    Discover best practices that improve planning, reporting, and budgeting processes in institutions of higher education. Colleges have shifted focus to financial sustainability and efficiency; an Adaptive Insights product demo demonstrates how to transform planning and reporting processes to better address emerging challenges.
  • Tips and Tricks for Accurate Forecasts

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    Discover tips and tricks to help generate forecasts that more accurately project future business results, and see how leading companies save time and increase accuracy by eliminating forecasting errors and streamlining planning processes.
  • Take the Pain Out of Financial Consolidation

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    Take the Pain Out of Financial Consolidation
  • 5 Reasons to Think Beyond Spreadsheets

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    Discover the top five reasons companies move beyond spreadsheets and gain peer-tested methods to streamline financial processes for accuracy and efficiency. Ditching manual consolidation and driving better engagement through improved workflow allow finance teams to truly excel, with more time to focus on business analysis.
  • Profitability Analysis Optimization

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    Access best practices and design recommendations that optimise your Adaptive Planning model for robust profitability planning, reporting, and analysis across any dimension in your organisation.
  • Double-Down on Improving Your FP&A Process

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    Learn how to fuel growth and productivity with data from highly successful manufacturers. Tips include better ways to drill down into data, deliver key insights that allow for timely and informed decisions, and answer questions about profitability and margins, even as variables change.
  • 3 Easy Ways to Simplify Your Board Reporting

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    Learn how industry leaders streamline board reporting and boost productivity. Tips show ways to free up resources, centralize data and automate data collection from multiple sources, and add value through business analytics. Also, gain insights to increase efficiency and cut reporting times by 50%.
  • Stay on Top of Your FP&A Game

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    Learn tips for finance leaders in energy and utility companies about adapting to fluctuating customer demand and a changing regulatory environment. A case study of multinational utility company GDF Suez and a demonstration of Adaptive Insights software illustrate how efficient financial processes fuel strategic decision-making.
  • Different Styles of Reporting: Using the Right Tools for the Right Reports

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    See how to produce data-rich reports that stakeholders find invaluable. Intuitive drag-and-drop report builders for web and Excel draw up-to-date data from Adaptive Planning and Adaptive Consolidation, so you're able to quickly produce financial, management, and board reports that better inform decisions.
  • Cloud Computing for Real-World Finance

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    Get straight talk on how to automate your accounting and finance processes in the cloud to optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.
  • Top Financial KPIs that Matter for Financial Services

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    Learn to replicate the success of top-performing data-driven financial services organizations. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.
  • Staying Ahead of the FP&A Curve

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    Learn how healthcare finance teams leverage dynamic data to stay on top of issues related to personnel, profitability, government regulations, and patient care. Tips help to develop personnel plans, forecast through what-if scenarios, perform multi-dimensional analysis, and create customized executive reports more efficiently.
  • Rolling Forecasts: A Guide to Planning Success for Business Services

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    Explore easy and efficient ways to incorporate rolling forecasts and continuous planning into your processes—without adding to an already full plate. Real-world examples and best practices illustrate ways to strategically wield real-time data for improving revenue, utilisation, and margins.
  • Rolling Forecasts: A Guide to Planning Success For Energy and Utility Companies

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    See how energy and utility company finance teams are rethinking their planning processes to accurately forecast and maximise profitability based on changes in pricing, demand, and capacity. Get real-world examples of how they using rolling forecasts, even at the plant level, to be more strategic and reduce inefficiencies.
  • Planning for People-Centric Organizations

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    Planning for People-Centric Organizations
  • Managing the Revenue Lifecycle with Planning, Reporting, and Analytics

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    Managing the Revenue Lifecycle with Planning, Reporting, and Analytics