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Vena forecasting


Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 7, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Excel
Course Description

Are you or your clients using Excel spreadsheets for forecasting but struggle in enabling “rolling” forecasts? Join this webinar and learn why rolling forecasts are now more important than ever to company success, and what prevents organizations from adopting them. Finally, hear about the 5 steps that leaders can take to implement rolling forecasts through the use of advanced software that lets them keep using Excel but now within a controlled environment. CPAs and their clients would be interested in attending this webinar as it lays the groundwork for scalable growth for companies across all industries.

Learning Objectives

  • Understand the benefits of using rolling forecasts

  • Learn about the problems with using Excel for rolling forecasts

  • Top 5 Steps to take implement rolling forecasts while still using Excel spreadsheets

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Rishi Grover

VENA Solutions
Chief Solutions Architect
(416) 207-1770

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As Chief Solutions Architect, Rishi is responsible for the day-to-day operations and continued success of client implementations at Vena.

Rishi has helped many Fortune 500 companies re-engineer and optimize financial processes. His expertise in financial planning and regulatory reporting helped him to the position of Director of Enterprise Solutions at Clarity Systems before he co-founded Vena Solutions with Don Mal and George Papayiannis. Rishi holds a Bachelor of Applied Sciences from the University of Toronto, specializing in Computer Engineering and Communication Systems

About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.