Not Your Daddy’s Financial Series

I’m conducting a 2-part series on building and consuming Financial Statement data in Microsoft Power BI called Not your Daddy’s Financials Series.  Feel free to join me!

I’m conducting a 2-part series on building and consuming Financial Statement data in Microsoft Power BI called Not your Daddy’s Financials Series.  Feel free to join me!

Not your Daddy’s Cash Flow Statement

One of the first things we all learn in Business 101 is that Cash is needed to operate a business. We also learned that being Profitable does not mean you have cash in the bank. Have you ever really looked at the traditional cash flow statement? It’s supposed to provide information about gross receipts and gross payments. Does it really do that? Attend this webinar and see Belinda present alternatives to the traditional cash flow statement and cash flow analysis using Microsoft Power BI and GP data.

Learning Objectives

  • Start the process of new ways to visualize the movement of your cash
  • Create a plan that can provide information to your team that might improve cash flow
  • Provide information to that person in your company who is always asking for the bank balance.

Registration URL: https://attendee.gotowebinar.com/register/2199772417598435329

Not your Daddy’s P&L and Balance Sheet

In almost 28 years of working with Microsoft Dynamics GP customers, the formatting for P&L and Balance Sheets has not changed.  Sure, some people look at each month side by side, others compare to budget or previous years, but the format varies very little.  How many people in your organization receive a copy of these statements, but do not know how to read the data?  Can they really obtain useful information that provides sound decisions to make your company more profitable?

The traditional format will always be needed, but for operations perhaps there is a more insightful way to really “see” your data.  Attend this webinar and see Belinda present alternatives to the traditional financial statement using Microsoft Power BI and GP data.

Learning Objectives:

  • Start the process of new ways to visualize financial data
  • Create a plan that can provide information to your team that will help them make more profitable and timely decisions
  • Provide information that helps your data tell you what’s happening in your company.

Registration URL: https://attendee.gotowebinar.com/register/179664992653153025

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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