Excel has long been a staple in financial planning and analysis, but as businesses grow and evolve, it can become increasingly challenging to manage data and gain valuable insights using spreadsheets alone. That’s why more and more financial professionals are making the move to an FP&A solution.

In this webinar, we’ll explore the benefits of migrating from Excel to an FP&A solution, including improved accuracy, greater efficiency, and enhanced collaboration. We’ll also discuss the challenges that come with migrating from Excel and provide insights into how to overcome those challenges, from data migration to user training and adoption. Additionally, we’ll share best practices for making the transition from Excel to an FP&A solution, including tips for choosing the right solution for your business and ensuring a smooth migration process.

Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.

Stacy Brown, Vice President, FP&A Solutions, Marcum Technology

Program Description Unlocking the Power of FP&A: Why it’s Time to Move Beyond Excel
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:

  • Explore benefits of migrating from Excel to an FP&A solution
  • Address migration challenges from Excel
Instruction Delivery Method Group Internet-Based (virtual classroom)
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes. Recommended Field of Study: Computer Software & Applications
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP 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 the 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.

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