Webinars

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

Live Webinars

Sep 19

10:00am - 11:00am
, PST

How Forward-Thinking Finance Leaders Plan for Business Agility

  • The A to Z Guide to Budgeting

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    A to Z Guide to Budgeting: Our panel of finance executives will share FP&A tips and tricks they’ve learned throughout their careers that will help ensure your success this budgeting season.
  • Meet Student Course Demands with Dynamic Planning

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    To support student success and promote on-time graduation, today’s institutions must balance scarce financial and personnel resources, while providing students with the right number of courses.
  • Quota Setting - Are You Doing It Right?

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    Optimizing your sales motion is critical to growth.  Do you have a robust, data-driven approach to planning sales capacity and distributing sales headcount effectively? 
  • FP&A dashboards and self-service reporting

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    Learn how self-service reporting can help you.
  • Templates and Tips to Help You Budget and Forecast Your Business

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    Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business? To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning.
  • 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.
  • Sales Planning: Do You Have Enough Sales Capacity?

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    Optimizing your sales motion is critical to growth.  Do you have a robust, data-driven approach to planning sales capacity and distributing sales headcount effectively? 
  • How to Streamline Your Board Reporting Process

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    Board reports can send even the savviest finance teams scrambling to triple-check data and patch together the PowerPoint deck. Sure, the reports get done. Yet, chances are you’re left with a nagging thought—there must be a better way to get both the data and still have time to craft the story. Join us and learn how Tony Acosta, Manager of FP...
  • Hit Sales Targets: Quota Setting & Territory Design

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    Join Tom Peff and Kevin Freeman, as they explore best practices for building optimized and equitable sales territories
  • Making Complex Financial Models More Efficient

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    There’s no question that complex, high-volume financial modeling can be burdensome and error-prone, especially when hampered by manual, time-consuming processes. It doesn’t have to be that way!
  • Technology in the Manufacturing Industry: Embracing Change to Drive Growth

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    Is your manufacturing business resistant to the changing technology landscape? Does resistance leave you behind your competitors? If you're being disrupted by technology changes, then join us for our webinar, “Disrupt or be Disrupted - Embracing Change to Drive Growth.”
  • 4 Steps to Improve Forecasting Success

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    Do you wake up dreading the thought of spending hours on your forecast? Are you struggling with lack of real-time data, multiple sources of truth, shortage of collaboration and communication, or accuracy of data? Join our panel of experts and hear how they mitigate these challenges.
  • FP&A in 2019: Financial Forecasting in the Cloud, Automating Board Reports & More

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    Join our panel of FP&A experts from Plex Systems, Workday, and Adaptive Insights for our webinar, “The Ultimate Guide to FP&A in 2019." These panelists, with more than 45 years of combined experience in Finance, will share FP&A tips and tricks they’ve learned throughout their careers and how you can apply them in your role.  
  • Be Proactive About Managing Your Charity Navigator Score

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    It’s no secret that charitable givers and social investors review nonprofit organizations’ Charity Navigator.org ratings to help decide which charities they want to invest in. With so much at stake, why not be proactive about managing your score?
  • The Modern CFO Meets the Business Planning Cloud

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    Do you spend 80% of your time pulling data and only 20% analyzing data? What if you could flip that and make it 20% pulling data and 80% analyzing it?  Learn how the three C’s of the planning process (comprehensive, continuous, and collaborative) can help your team become more strategic in “The Modern CFO Meets the Business Planning Cloud.” 
  • Active Planning for Professional & Business Service Organizations

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    This 30 minute overview describes how professional and business services organizations can leverage the Adaptive Insights Business Planning Cloud
  • Active Planning for Healthcare Organizations

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    This 30 minute overview describes how healthcare organizations can leverage the Adaptive Insights Business Planning Cloud
  • Guiding Life Science Organizations From Research to Commercialization by Managing Cost, Budgets, Risk & More!

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    This 30 minute overview describes how life sciences organizations can leverage the Adaptive Insights Business Planning Cloud.
  • Nonprofit Strategic Planning, Moving To an Active Planning Model

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    This 30 minute overview describes how nonprofit organizations can leverage the Adaptive Insights Business Planning Cloud
  • Budgeting and Planning for 2019

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    Learn how people, processes, and systems play a critical role in your planning process.
  • Talking Holistic Financial Modeling & Planning with TuneIn

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    Hear how high-growth companies like TuneIn and Adaptive Insights have set up their financial and operational models to help their organizations scale effectively.
  • Revenue Planning with Adaptive Insights

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    Learn how to build bookings and revenue into your financial model as well as link up separate domains for sales teams to manage quotas and territories so you can run scenarios from quotas all the way to cash.
  • Moving Away from Spreadsheets for Financial Planning

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    Is managing your workforce, revenue, capex, and capacity models in a spreadsheet time-consuming, manual, and painful? Do you find yourself constantly updating spreadsheets? Are you worried about spreadsheet errors?
  • Adaptive Insights on Top Line Modeling: Sales Tracking and Risk Management

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    Find out how Adaptive Insights can help your Sales team increase performance, predictability, and sales intelligence with quota, capacity, and territory planning.
  • How to Empower Your CFO to Self-Service Reporting

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    Learn the benefits of having self-service reporting, including: freeing up time for your finance team, empowering your CFO to pull data he/she needs when he/she needs it rather than relying on your team, and simplifying reporting for board meetings and quarterly business reviews.
  • Best Practices for Event Ticket Sales and Attendance Forecasting

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    Juggling the financial planning of world-class exhibits, state-of-the-art facilities, 24/7 animal care, and ticket sale revenue is a major undertaking. Come see how the National Aquarium tackles this with an active planning process that drives best practices
  • Sales Performance Management and Analysis at Apptio

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    Learn how to: -Run real-time ‘what if’ and gap analysis around ramping, productivity & attainment to efficiently deploy quota -Construct balanced territories to optimally deploy the sales team -Link the sales and core financial models in a single, integrated environment to run holistic scenarios
  • Reports Don't Matter: Drawing Insights from Financial Reporting & Analysis

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    Financial reports don’t tell you what your business needs and what is important. They provide you with data, but by the time you receive the report, the data is outdated. Additionally, reports require maintenance to keep them up to date, they’re not accessible from anywhere, and don’t put data into context with other groups.
  • Customer Spotlight: Financial Modeling for Growth with Zipcar

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    Hear how high-growth companies like Zipcar and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
  • Five Steps to Better Workforce Modeling

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    The ability to translate business drivers into business models is critical for FP&A teams. Listen to veteran FP&A executives, as they coach you through five key steps to creating models that are built quickly and are flexible enough to adapt to changes.  
  • Build Driver Based Forecasts for Your Financial Institution

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    How long does it take you to reforecast when interest rates change? Can you easily segment net interest margins by products?
  • Driving Better Financial Transparency & Accountability for Your Nonprofit

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    Inadequate financial transparency and accountability can cause havoc for your organization and negatively impact the causes you serve. Given all this, what can you do to ensure you comply with accounting standards and preserve the trust of your board, employees, and donors?
  • Customer Spotlight: Zipcar

    Join this webinar to hear how high-growth companies like Zipcar have set up their financial models and KPI dashboards to help their organizations scale effectively.
  • Your Prescription for Successful Strategic Planning in Healthcare

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    Balancing patient care with managing your costs and margins requires you to regularly plan, model, and report on your changing business. But using Excel to manage these variables is slow, inefficient, and unsustainable. How can you spot the symptoms of an inefficient process?
  • Managing Sales Teams Through Capacity & Territory Planning For Top-Line Growth

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    How accurate is your revenue forecast? Is everyone in the organization aligned on what it’ll take to get there? What about when assumptions or inputs need to change?
  • Maximize Revenue with Planning and Forecasting for Nonprofits

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    Ticket sales fuel your mission. And donations breathe life into the causes you serve. With so much at stake, how do you ensure you’re doing revenue planning and reporting the right way?
  • A Better Financial Forecasting Method: Rolling Forecasts

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    Tired of comparing your actuals to an outdated budget? Want to learn a better way to forecast that doesn’t feel like a hurricane of chaos?
  • Customer Spotlight: Models & Dashboards Built for Growth with Domo, Inc.

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    Join this webinar to hear how high-growth SaaS companies like Domo and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
  • Data-Driven Decision Making: Translating Qualitative Inputs into KPIs and Dashboards

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    We all struggle with incorporating non-financial information into our finance dashboards and reports - but new tools and technologies are helping to overcome common obstacles.
  • Nonprofit FP&A Overhaul: Transform your Organization through Process Improvement

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    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your mission? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
  • FP&A Overhaul: Transform your Organization through Process Improvement

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    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your business needs? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
  • Improve Your NetSuite Reporting and Analysis with Adaptive Insights

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    Are you getting the most out of your Corporate Performance Management Solution along with NetSuite? If not, now is the time to do so by leveraging Adaptive Insights Business Planning Cloud to gain competitive advantages and make strategic financial decisions.
  • Break Out of Your Forecasting Silo: Financial Planning for Nonprofits

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    For the finance departments of many nonprofit organizations, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of transparency and confidence in your numbers.
  • How to Create Dynamic Reports in Minutes with OfficeConnect

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    Interested in learning how to spend less time creating reports and more time analyzing data? Let OfficeConnect help you be faster and more efficient in your role.
  • Customer Spotlight: Bringing Sales into the Fold with Quota, Capacity & Territory Planning

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    As you may have noticed, we recently unveiled Adaptive Insights for Sales, a purpose-built sales capacity, quota and territory planning and analytics solution to help drive sales performance and predictability. Built on Adaptive Insights’ scalable platform, the product links sales and territory plans to the overall financial plan, so business...
  • Break Out of Your Forecasting Silo

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    In today’s finance world, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of confidence in your numbers and yourself.
  • Year-End Close: Don’t Just Survive, Thrive

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    Being the beginning of the year, now is a great time for you to look around and assess what processes are working and not working, especially around year-end close. Applying these observations can help you alleviate pain points, negotiate pitfalls, and be better prepared for your next year-end close.
  • Starting the Year Off Right – FP&A Best Practices

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    2018 is upon us, but are you ready for a change? Move beyond your day-to-day tasks of budgeting, forecasting, and reporting to more high impact activities and processes.
  • FP&A and Accounting - Working Better Together

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    Do you want FP&A and Accounting to play nice in the sandbox? Do you find you’re often comparing numbers in your data to ensure everything ties together? FP&A wants real-time data from Accounting. Accounting wants more time from FP&A to finalize the numbers. Sound familiar?
  • Moving Beyond the Numbers: Creating Compelling Board Reports

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    If you and your team are forced to spend countless hours consolidating data from multiple sources, you may have little time left for the analysis that could help you tell a compelling story.
  • Put an End to Inefficient Planning

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    In a recent study, 75% of finance professionals felt that their approach to budgeting had value, but there was room for improvement. Learn how identifying and eliminating the issues that waste time and energy can streamline your planning process.
  • 5 Things FP&A Teams Need To Know To Be Ready For ASC 606

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    Deadlines around the new revenue recognition changes (ASC 606/IFRS 15) are fast approaching—and many questions about potential impacts and how to prepare for them still remain.
  • 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.
  • 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...
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.