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Webinar Recording

Best Practices and Implementation of Dashboards and Scalable Reporting

Date: Friday, July 10, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Performing data analysis to support the business is only half the challenge, the opportunity to drive real business impact comes in presenting insight to business leaders. In Finance, being able to effectively and clearly display and articulate your message in dashboards and reporting is an opportunity to add great value. Learn to present your data in dashboards through proven best practices, see how some of these techniques are put into place using modern Cloud Accounting Software, and walk away with tools you can use today.

After attending this event you will be able to:
  • Identify and differentiate between vanity and actionable metrics and understand their impact
  • Learn how to link your dashboard to your strategic objectives
  • Tips and examples on how to build dashboard to drive actionable results
  • Learn dashboard best practices, including visualization methods e.g. sparklines; gauges and indicators


James Myers, Director, FP&A Strategy Consulting
James Myers
Director, FP&A Strategy Consulting
James is a Financial and Operations Thought-Leader with a track record of driving business value, reducing cost and developing high performing finance teams in multi-cultural, cross functional organizations. Besides being the Co-founder and COO of FP&A Strategy Consulting, James has had international financial management and operations experience at Dell, Nokia and HP. James holds advanced degrees in accounting and is also a Chartered Accountant.
Greg Stone, Senior Sales Engineer, Intacct
Greg Stone
Senior Sales Engineer, Intacct
Greg Stone is a senior sales engineer with Intacct focused on helping software and technology companies automate financial processes to enable them to gain better visibility into the business. Prior to Intacct, Greg spent over 11 years at Softrax helping technology companies to understand and automate complex revenue recognition compliance. Having worked in and managed the finance departments of software and technology companies Greg is always looking for ways to streamline and automate financial processes and reporting.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.