August 12 | 3 - 4:00 PM ET
Credits: CTP/CCM: 1.2 | FPAC: 1.2 | CPE 1.2 | CPE Field of Study: Information Technology
Learning Objectives
- Apply automation, visualization to streamline reporting workflows, and reduce manual effort.
- Implement best practices for modernizing FP&A planning processes, including template design, versioning, and input control.
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Webinar Description
Finance professionals are streamlining planning and forecasting by integrating workflows into platforms like Power BI, aiming to boost transparency and collaboration. This session shows how connected data empowers agile finance teams, offering practical examples and tips for strengthening collaboration, reducing administrative tasks, and supporting iterative planning. Attendees learn how to build effective dashboards, design structured templates, and improve data governance to deliver real-time insights and faster decisions. Visual guides highlight how modern planning tools can elevate the planning process.