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Preserve Your Data Legacy With Solver’s Data Warehouse

November 20, 2025 Register Today

Migrating to a new system doesn’t mean leaving your valuable historical data behind. As you migrate systems, there’s no need to lose history or keep old systems running. Take your data and store it in the Solver Data Warehouse. You can build reports and use Ad Hoc Reporting to query your data. You can also merge history and new data to get a complete picture.

In this session, we’ll share practical tips for common migration challenges like mismatched columns, data inconsistencies, and duplicates, and show you how Solver’s reporting tools let you drill down for deeper insights. Whether you’re in finance, IT, or analytics, this presentation will showcase tools that can help streamline data integration, improve reporting accuracy, and future-proof your organization’s data assets. Don’t miss your chance to learn how you can turn data migration into a strategic advantage.

Learning Objectives

Upon completion of this program, participants will be able to:

  • List key steps for migrating and merging legacy data with Solver’s Data Warehouse.
  • Explain how to use Solver’s modules and ad hoc tools to report on unified data.
  • Outline common data migration issues for accurate reporting.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.


Who’s This For

Finance leaders, executive directors, operations managers, and professionals in industries such as healthcare, manufacturing, education, nonprofit, and more seeking to improve data integration.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.


Refund Policy

There is no fee associated with this event.


Program Level

Basic


Recommended Field of Study

Information Technology


Advanced Preparation

None

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenter(s)

Charles Allen