Coffee Break Demo: FP&A For Professional Services

September 20, 2023 | 10:30 AM - 11:00 AM PT

Webinar Highlights
Is This Program For You?
Financial Services Business Continuity
of Interest
Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~30 Minutes
Time Allotment
This webinar is approximately 30 minutes of viewing time.

Webinar Content

Get the Power to Forecast Your Firm’s Future

Improve Your Visibility and Reporting

Learning what KPIs have the biggest impact on your business, cashflow and compliance is critical to long-term success.

Proper financial planning and analysis (FP&A) puts you in the best position to measure these KPIs and gives you visibility to inform better decision making in the future.

Grab a coffee and join us for a quick session on challenges and trends the professional services industry is facing around FP&A and how the proper reporting and dashboarding can be used to overcome them.

Learning Objectives:

  • Improve visibility and reporting
  • Gain efficiency by automating data
  • Improve cost discipline and prioritize workforce
  • Empower practice leaders with self-service reporting and analysis to make better decisions faster


  • Gabe Macis, Senior Solutions Manager, Armanino
  • Jason Worth, Manager, Armanino
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