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Webinar Recording

Best Practices and Implementation of Dashboards and Scalable Reporting

Date: Thursday, December 1, 2016
Time: 2:00 pm - 3:00 pm EST
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
Recognize how to link your dashboard to your strategic objectives
List tips and examples on how to build dashboard to drive actionable results
Identify dashboard best practices, including visualization methods e.g. sparklines; gauges and indicators

Speakers

James Myers, Founder and CEO, FP&A Strategy Consulting
James Myers
Founder and CEO, FP&A Strategy Consulting
James is the founder and CEO of FP&A Strategy Consulting LLC, a company focused on Corporate Performance Management innovation. The vision of FP&A Strategy is to help companies make better business decisions by leveraging their financial and operational data. James is a thought leader in Finance Innovation and has presented at various Finance summits, including FP&A for High-Tech Summit; The CFO Forum and Finance Forecasting, Analytics and Transformations Summit. He has also held various finance and operations leadership roles in multinationals such as Dell, Nokia and HP. James holds advanced degrees in finance and accounting; is a qualified Chartered Accountant and a member of the Association of Chartered Accountants in US. In his spare time he also a Co-Program Lead for the Silicon Valley Startup Leadership Program, an instructor at Proformative Academy and runs the Silicon Valley Power BI User Group.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

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.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits