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Live CPE Event: Hands-on FP&A Workshop Featuring Adaptive Insights

May 16 @ 8:30 am - 12:00 pm

Two and one half hours of CPE credit will be offered for attending. 

Are you having trouble getting your managers involved in the budgeting process? Tired of rolling up endless spreadsheets? What if you had an easy-to-use, Excel-like, web-based solution that allows them to enter budgets and analyze data on their own?

See how Adaptive Insights can help you reduce FP&A time spent supporting managers through self-service analytics, planning and reporting.

  • Work in a pre-populated model, follow along with an expert and do common budget manager activities.
  • Learn how to review a dashboard, update a revenue and expense budget, analyze a variance report and more.
  • Discover how to build a collaborative budget and effectively manage the process workflow.


8:30 am – 8:45 am Breakfast and Welcome
8:45 am – 9:00 am Corporate Overview
9:00 am – 9:15 am Live Technology Demo
9:15 am – 10:45 am Experience Adaptive! Hands-on Workshop
10:45 am – 11:00 am Q&A
11:00 am – 12:00 pm Lunch and Networking

This is a free event and breakfast and lunch will be included. 

Click here for our CPE policies.



May 16
8:30 am - 12:00 pm


Autumn Harris


Creekside Crossing Training Room
10 Cadillac Drive, Suite 155
Brentwood, 37027 United States
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