Webinars

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

  • 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 expct the total volume of reports to increase over the next year. Watch this webcast to learn how teams are delivering reports in less...
  • Piece by Piece: Simplify the Corporate Reporting Process

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    In our recent survey of over 400 CFOs, we found that 85% of them spend too much time on reporting processes like gathering data, confirming its accuracy and consistency, and formatting. And... they only expect the volume of reports to increase. Watch this webcast to see how Adaptive Insights is helping to solve these challenges to make reporting...
  • Nonprofit Healthcare Industry Spotlight: Learn How Health Centers are Improving Finance Performance

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    Organizations that provide healthcare are facing some interesting times as they look towards new financial reporting requirements and challenging forecasting environments. Watch this webcast to learn how Brent Copen, CFO and University of California, Berkeley Lecturer, has worked with Adaptive Insights to deliver the accurate, timely information...
  • Five Ways to Get More from NetSuite with Adaptive Insights

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    Are you ready to get more from your NetSuite investment? More than 700 NetSuite customers have partnered with Adaptive Insights to improve their planning and forecasting efforts.
  • SaaS Finance: Get Data to Benchmark Your Sales Organization

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    To grow a SaaS business in a fast-moving market demands that sales finance become metrics-driven and use industry benchmarks to evaluate their own sales team performance. But gaining visibility into the performance of other SaaS companies is not easy. Watch this program to see how companies get the information they need to compete.
  • Forecasting for Success: Tips for Developing Effective Models

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    Join this program as we discuss tips for developing forecast models, including; rolling forecast models built on key operational business drivers, questions to ask to help define the right forecasting model for your industry, and why it's important to separate forecasts from targets and rewards to deliver transparency across an organization.
  • Predicting the Future: Tips for Planning Business Success

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    To plan for the future, organizations need to understand the present - both what is going on, and why. But gaining visibility into the information needed to accurately forecast can be a difficult task. Watch this webcast to learn how organizations are overcoming these challenges.
  • Improve Your Reporting Process (Without More Caffeine)

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    Another month, another report. Few finance professionals enjoy the reporting process. Gathering data from multiple systems, wrestling with big, error-prone spreadsheets, investigating plan variances - it's costly in terms of time, resources, and caffeine. Throw in ad hoc requests and it may seem like there's no light at the end of the...
  • Move Beyond the Numbers: Creating Compelling Board Reports

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    As a CFO, your job is to convey the financial state of the business. Your board, however, is looking for more than just numbers; they want to understand the impact and implications of the data you present. Watch this webcast to hear Jim Johnson, CFO at Adaptive Insights, and Kerman Lau, Vice President of Finance, discuss tips for delivering a...
  • Secrets to Better Personnel Planning

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    Learn how to get optimal bang for the buck when planning headcount. For any business, personnel costs can be the largest operational expense, requiring decision making from the CEO, CFO, and HR. These four pillars of personnel planning can help ensure the process directs resources to the right investments.
  • 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.
  • 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.
  • Big Data and Finance: A Guide for CFOs

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    As big data technology evolves, it's transforming not only how leaders make business decisions, but those leaders very roles. The rise of "big data" creates new imperatives for today's corporate leaders.
  • 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.
  • 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.
  • Top Questions CFOs Should Ask Their Teams

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    Listen in as Jeff Epstein, Operating Partner at Bessemer Venture Partners and former CFO of several public and private companies, discuss the questions that can help CFOs be more effective leaders.
  • SaaS Finance: Moving Fast and Staying Nimble

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    As a SaaS company ourselves, we know what it's like being on a SaaS finance team; it's an exercise in moving fast and staying nimble to keep pace in a dynamic marketplace.
  • Mastering Financial Reports: How to Avoid Costly Mistakes

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    Learn best practices for preventing mistakes and streamline the time-consuming process of monthly, quarterly and year-end close.
  • Creating and Owning a Culture of Analytics: How CFOs can Transform FP&A

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    Listen in as Hitesh Peshavaria, Partner at Deloitte, and Kerman Lau, Vice President of Finance at Adaptive Insights discuss how organizational leaders can create a culture of analytics so teams can deliver accurate data, analysis, scenario plans an more.
  • The Goldilocks Budget: Best Practices for Developing a Just Right Budget

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    Join Jeff Epstein, Operating Partner at Bessemer Venture Partners and former CFO of Oracle to learn how to balance the risk of aiming too high or too low with your budgets.
  • Dashboards That Deliver: 4 Ways to Simplify The Reporting Process

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    Join Loren Den Herder, Director of Business Application Development at Moss Adams LLP, to learn best practices for turning raw performance data into intuitive KPI dashboards.
  • Scenario Planning Done Right: A Blueprint for Effective Plans

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    Discover how to effectively add scenario planning to your FP&A toolbox. You'll learn how to define initiatives and drivers that will deliver growth, such as hiring, investments and pricing. Our panel also discusses how to evaluate scenarios to determine baseline impact and shares real-world stories about how clients and customers are...
  • Tame Your Budgeting Process With Rolling Forecasts

    Tame Your Budgeting Process
  • Put an End to Inefficient Planning Cycles

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    Learn practical strategies for cutting inefficiencies from your current budgeting and planning process.
  • Higher Education Industry Spotlight: Tactical to Strategic Finance

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    Join us for an exciting customer panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.
  • The DNA of High Performing Finance Organizations

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    Watch this informative webinar to hear how Craig Rucker, Vice President of Finance at leading publisher Active Interest Media, evolved his team from “pushing around numbers” into an “operational hub” that plays a key role in strategic decision-making.
  • 5 Ways to be Recognized as Top Talent

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    Many CFOs feel their teams don’t have the right skills and behaviors to drive excellent performance. Learn practical strategies for demonstrating the competencies that CFOs and senior leaders expect from high performers.
  • The ABCs of Lean Finance: Practical Strategies for Increasing Your Productivity and Value

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    Join us to learn how lean principles can help you get rid of inefficient and duplicate processes so that you can boost your productivity and better serve your internal customers.
  • Healthcare Industry Spotlight: Planning for Value Metrics

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    Join us to learn how healthcare organizations like the Mayo Clinic have redefined their planning, reporting, and performance management. We’ll show you ways to manage uncertainty with continuous planning and rolling forecasts, support data-driven decisions, and track and control costs.
  • 10 Most Popular Excel Tips and Tricks (and When to Use Them)

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    Join us for a practical, informative webinar on the popular tips and tricks for becoming more effective with Excel spreadsheets. You’ll also learn how to best use Excel with other finance systems.
  • Setting a Course to “Yes”: How the CFO Role is Evolving

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    Join Jim Johnson, CFO of Adaptive Insights, to learn how the role of today’s CFO is shifting from tactician to strategist—and from saying “no” to looking for ways to say “Yes.”
  • Forecasts That Don't Disappoint

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    Learn the techniques for accurate forecasts that paint the big picture of business performance and highlight opportunities for high-ROI investments.
  • Forecasting With Confidence

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    Join us for a practical, informative webinar on new techniques you need to create a forecast that is accurate and drives strategic and investment decisions. You’ll learn how to create a forecast that accurately reflects key business drivers and aligns expenses with revenues before spending gets out of control.
  • Common Dashboard Mistakes and How to Fix Them

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    We'll share common pitfalls that limit the effectiveness of dashboards along with tips to address them. You’ll hear real-world examples of how finance teams are delivering insightful dashboards to drive business decisions in minutes, not days.
  • Dare to Dashboard: Stop pulling data, start delivering insights.

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    Watch this informative webinar and find out how to start delivering actionable insights with your dashboards. You’ll learn how to stop the pain of gathering data so you can spend more time on value-added analysis.
  • Tame Your Budgeting Process with Rolling Forecasts

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    Discover how high-performing finance teams have cut planning cycle times by embracing rolling forecasts. Join our popular guest speaker, Steve Player, as he shares common pitfalls associated with implementing rolling forecasts and practical tips to overcome them.
  • 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.
  • FP&A Best Practices for Biotechnology & Pharmaceutical Organizations

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    Learn more about the FP&A best practices for Biotechnology and Pharmaceutical organizations.
  • 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 Can 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.
  • Rolling Forecasts: Your Guide To Success

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    Save your time—and your sanity—when implementing rolling forecasts in your organization. Steve Player, managing director of the Beyond Budgeting Round Table, explains the advantages of continuous planning in a volatile marketplace, and the process to migrate from annual budgets to rolling forecasts.
  • 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.
  • 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.
  • Rolling Forecasts: A Guide to Planning Success For Manufacturing Organizations

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    Discover how finance teams at manufacturing organizations are revamping planning processes to accurately forecast profitability. Fluctuating raw material costs, demand, and production volume affect the bottom line. Manufacturers are using rolling forecasts and real-time data to respond more quickly and strategically.
  • Overcoming Objections to Implementation

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    Overcome fears of the unknown in deploying a new performance management tool. CFOs need a modernized finance solution to develop broad strategies, drive innovation, and make data-driven decisions. We discuss what to expect and how companies successfully overcame challenges when implementing new finance technology.
  • Modern Approach to FP&A: How Adaptive Insights can Help Your Organization

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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.
  • 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.
  • Innovations in Reporting & Dashboards: Your Keys to Better Decision-Making

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    Learn how to leverage the “gold mine” of your data on hand without the heavy number-crunching. The latest innovations in reporting and dashboards make relevant data accessible, cut reporting cycle time by 75%, and deliver the actionable insights business leaders want and need.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Supercharge Your FP&A Process and Tools for Education Institutions

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    Learn how higher education institutions employ best practices that reduce costs and improve productivity. Integrating data sources, consolidating information, and improving visibility into key metrics—across fund, activity, and other dimensions—takes insights that drive efficiency and profitability.
  • 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.
  • 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.
  • Elevate the Role of Finance in Your Business Services Organization

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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.
  • Elevate the Role of Finance In Your Higher Education Organization

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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.
  • 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.
  • 6 Essential Steps to Build a Modern Finance Organization

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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 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.
  • 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.
  • 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.
  • Use Dashboards and Analytics to Find Hidden Profits in Your Data

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    Find out how business leaders leverage the data on hand to capitalize on emerging trends and expand revenue. Companies make better decisions when they visually analyze KPIs in real time in dashboards using Adaptive Insights' software solutions. Automating sophisticated and customizable reports also accelerates decision-making.
  • 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.
  • 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.
  • 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.
  • Rolling Forecasts: A Guide to Planning Success For Software &Technology

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    Discover the case for implementing rolling forecasts in software and technology organizations. Continuous planning goes beyond budgets. It tracks business performance in response to economic changes and growth. Financial management in Adaptive Insights software allows on-the-fly changes with real-time data from multiple sources.
  • Elevate the Role of Finance in Your Nonprofit Organization

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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.
  • 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.
  • 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.
  • Making the Transition from Private to Public

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    Learn about the planning and execution necessary for initial public offering (IPO) readiness. Transitioning from a private to a public company requires organized financial performance management. Adaptive software helps to get a financial house in order, as was the case with Ruckus Wireless before, during, and after its IPO.
  • 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.
  • 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.
  • How to Build a Business Case for Transformation

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    Gain actionable frameworks and approaches to lead transformation of the finance function at your organization. Citing these real-world examples that show how organizations have successfully revamped their FP&A processes virtually assures buy-in from upper management.
  • 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.
  • 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.
  • 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.
  • Elevate the Role of Finance in Your Retail Organization

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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.
  • 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.
  • 5 Steps to Attaining Dashboard Nirvana

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    Discover the key dashboard elements you need to identify gaps and opportunities in your performance—and take immediate action. Best-in-class organizations are using dashboards—with their ability to drill deep into data and unearth potential—to accelerate decision-making and deliver trusted business results.
  • 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.
  • 5 Budgeting Mistakes You Should Avoid

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    Sidestep common budgeting mistakes with clear examples of budgeting gone bad and these actionable tips to improve budgeting quality, cut cycle times by more than 50%, and roll up hundreds of spreadsheets across all users in minutes, not days.
  • 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 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.
  • 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%.
  • 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.
  • 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.
  • Improve Your Forecasting & Budgeting Process for Business Services Organizations

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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.
  • Finance Secrets for Nonprofits

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    Get access to the top five budgeting secrets for nonprofits that are looking for a way to provide more insightful and timely knowledge—not just hand over the data. Adaptive Insights demonstrates how nonprofits can conduct in-depth, dynamic reporting by dimensions, such as fundraisers, programs, and donations.
  • 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.
  • End the Data Debate: Accelerate Planning & Reporting With Single Source of Truth

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    Learn how to implement a single source of truth to end debates about data integrity and achieve organizational alignment. On tap: techniques to leverage existing resources to unify financial and business data, and real-world examples from companies that achieved better visibility into data and established clear accountability.
  • Elevate Your Reports & Dashboards to New Heights

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    Learn how to quickly and accurately produce impactful, high-quality reports and dashboards. By confidently communicating relevant information in the right format, decision-makers focus on analysis and make informed, timely decisions with positive results across the organization.
  • Effective CPM: Integrating Finance and Operational Planning

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    Learn how and why to increase line managers’ engagement to maximize your return on investment in corporate performance management solutions. Achieve better operational insight, increase alignment around strategy, and gain greater organizational agility.
  • 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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    Discover why improving visibility into key metrics provides insights that improve margins, profitability and executive decision-making. Gathering data through Adaptive Planning allows for quick, in-depth reporting and real-time answers about profitability and margins even during seasonality and changing economic conditions.
  • Finance's Secret Weapon: Revenue Planning

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    Learn how to build a robust revenue model that nimbly responds to changing business needs and accurately predicts business performance. Done well, revenue planning helps finance managers quickly identify important trends, respond to root causes, guide investment decisions, and control critical targets.
  • 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%.
  • 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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    Discover what leading finance organizations already know about rolling forecasts: Learn five actionable strategies to help you shave 75% off your planning cycle time. Also, learn how to accurately forecast decision-driving KPIs, and better prepare for opportunities and risks through efficient contingency planning.
  • Use Dashboards & Analytics for Business Services

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    Learn how visual dashboards transform on-hand data into a business asset. Finance empowers business leaders with insights to drive profits and reduce costs, as experienced by investment management and professional services company Jones Lang LaSalle.
  • 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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    Discover how to replicate the success of top-performing data-driven insurance companies. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.
  • 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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    Get six proven tips that reduce risk and accelerate the monthly close in your organization. Learn from best-in-class organizations; DayMen, owner of Lowepro, Joby, and Acme Made camera bags and accessories, slashed two days from its monthly close process through consolidating subsidiaries across different general ledger systems.
  • 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 optimize your Adaptive Planning model for robust profitability planning, reporting, and analysis across any dimension in your organization.
  • 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, utilization, 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 maximize 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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    Get a blueprint for planning people-centric organizations. Core ideas, next-level topics such as allocations, and strategies to enable a more fully integrated planning process are included.
  • Managing the Revenue Lifecycle with Planning, Reporting, and Analytics

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    Learn about best practices for revenue planning. Tips include leveraging advanced analytics to identify business performance metrics, incorporating external market indicators, and continuously fine-tuning KPIs that drive revenue models.