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Webinar: Automate Board Reporting with Adaptive Insights

Mar 1, 2020 3:58:41 PM / by Dave Phillips

Board reporting is critical to success for an organization’s financial stewardship and governance. Yet, it can also be a time-consuming and stressful task for those who assemble the Board reporting package. Obsolete data, formatting, broken formulas and more contribute to an onerous, error-prone process.

Join Tiffany McLaurn, Senior Associate at Carlson, for a webinar and demo on March 5th at 2pm that shows how easy the process can be with Adaptive Insights.

You will learn how to:

• Automate the Board Reporting process and reduce time from days to minutes
• Visually present data for easy consumption and analysis
• Employ filters on dates and versions to quickly revise your Board report
• Easily sync data and charts within Excel and Powerpoint
• Update professional-looking Board Reports with click of a button

Get your time back, make an impact, and focus on value added analysis by automating Board Reporting!  Register now to save your spot.

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