Leveraging Technology in your Planning and Reporting Processes

Course Description
This presentation introduces the FP&A team to Adaptive Insights and demonstrates how using a cloud-based tool can greatly reduce the pain of budgeting and reporting. It is intended to show the attendees what is possible and help them move from Excel-based processes to an environment where everybody plans.

Learning Objectives:

  • Discuss strategies to better distribute the planning process
  • Demonstrate how to create plans that allow for quick changes and forecasting
  • Review the process to create templated financial reports and greatly reduce preparation time

Don Koszegi, Adaptive Insights Certified | Manager
Don Koszegi has spent most of his career in the Financial Planning and Analysis space. He has worked with Adaptive Insights both as an end user and an implementation consultant. Don helps our clients take advantage of technology to transform their financial planning and analysis departments from static to active, creating a corporate environment where "everyone plans." He leads organizations through the planning, design and implementation of new systems to help our clients reach their goals.

Additional Information:
This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

Stay current on your favorite topics


Learn More

See what more we can bring to organizations just like yours.


Latest Insights

September 25, 2020
How will Trump's tax deferral impact Social Security? Democrats eye smaller relief package. New Jersey takes aim at millionaires. National debt set to skyrocket. You gotta fight for your right to party.
September 25, 2020
If your tax-exempt organization is invested in a partnership, it’s important to understand how the new rules may impact you.
September 24, 2020
House Dems prepare smaller relief bill. Disaster loss: go for it? Election-year tax strategies. Healthy business tax credits? Iowa COVID due dates. Cybersecurity Brief. Happy 231st, Supreme Court.
September 24, 2020
The pandemic has made it clear that every practice must be proactive in identifying efficiencies to ensure it can thrive in the good times and endure through crisis. Whether your specialty is medical or dental, here are nine ways to build greater …
September 23, 2020
Mnuchin and Powell agree, more aid needed. Stimulus bill unlikely before election. New York points to the rich to fund COVID hole. IRS looks closer at high net worth individuals. Scientists reveal not all rats like to be tickled.
September 23, 2020

In this episode of The Art of Dental Finance and Management, Art visits with Daniel Larsen, principal product manager from Henry Schein One about five areas in your practice that should be automated, but likely are not.

Find A Location