Webinar

A Toast to IBP: Driving Transformation in the Office of Finance

As finance leaders are increasingly expected to act as strategic advisors for the business and continue to evolve in the face of uncertainty, the need for the most up-to-date information is essential.

Let this uncertainty be a spur to build sustainable advantage through an Integrated Business Planning (IBP) approach.

Join us for this virtual happy hour as we cheers to all things IBP.

With a collaborative platform that unifies reporting, analysis, controlling, planning, and workflow capabilities, discover how Board IBP helps improve day-to-day decision-making in the Office of Finance.

During this virtual happy hour, we will cover how Board’s platform enables financial professionals to:

  • Seamlessly combine business analytics with business planning  
  • Deliver both the managerial and the statutory perspective in a single financial statement  
  • Help identify criticalities and negative business trends as soon as they arise  
  • Automate the creation of managerial reporting books  
  • Promote collaboration and helps share new insights throughout the organization  
  • And much more…

** This workshop qualifies for 1 CPE (Continuing Professional Education) credits based on a 50-minute credit hour.**

The Board workshop consists of three Modules.

By the conclusion of Module One of this workshop, participants will have learned the basic Business Intelligence (BI) functionality and report formatting of Board. Participants will understand analysis concepts and collaboration of insights within Board.

By the conclusion of Module Two, participants will have learned basic Performance Management functionality in Board. They will understand the challenges faced by organizations using spreadsheets for planning activities.

By the conclusion of Module Three, participants will have learned basic Predictive functionality in Board. They will generate forecasts based on historical data, and on covariates and regression.

This workshop qualifies for 1 CPE (Continuing Professional Education) credits based on a 50-minute credit hour.

To be awarded the full credit hours, individuals must be present, registering your attendance and departure on the attendance sheet provided by the instructor. Attendees will only receive CPE credit for the time of actual session attendance, as monitored by the instructor. Late arrival, early departure, or excessive breaks will be deducted from the attendees CPE credits. Instructor will note the actual hours of attendance by each participant on the attendance sheet.

Field of Study: Computer Software & App

Additional Information

Prerequisites: Some familiarity with basic financial and accounting concepts. 

Who Should Attend: This session is open to all interested in learning about decision management concepts.

Advanced Preparation: None

Program Level: Basic

Delivery Method: GotoWebinar

Course Registration: Individuals will be able to register for the event on the Board website.

Session Fee: This session is provided free of charge.

Cancellations: Board reserves the right to cancel this session and will provide at least 24 hours notice to registrants. In case of Board cancelling the session, notice will be provided to registrants via the e-mail address that was used to register for the session. If you are unable to attend this session after registering please provide Board with notice of your cancellation via email as soon as possible.

Concerns or Complaints: For complaint resolution please contact a Board representative at (617) 203-2173.

*This event is FREE of charge

Board is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org