Creating Financial Reporting Packages With Solver
April 30, 2026Financial leaders rely on well-structured reporting packages to drive insight and decision making, but creating them manually can slow down the close and introduce risk. In this webinar, you’ll see how Solver can help finance teams build dynamic, scalable financial reporting packages directly in Excel, powered by sound data and automated processes.
We’ll walk through best practices for structuring income statements, balance sheets, cash flow reports, and supporting schedules, while leveraging Solver’s Excel-based reporting, analytics, automation, and consolidation capabilities. Whether you’re modernizing legacy reporting or scaling your financial close process, this session will show you how to create reporting packages that are faster, more consistent, and easier to maintain.
Learning Objectives:
Upon completion of this program, participants will be able to:
- Apply best practices for using Solver to structure financial reporting packages, including income statements, balance sheets, cash flow statements, and supporting schedules.
- Use Solver’s Copilot Analysis to help financial users and shareholders analyze the packages and extract information from them.
- Create scalable, maintainable reporting packages that support consistent reporting across entities, periods, and growing organizational needs.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CFOs, controllers, and financial leaders.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and respond to poll questions to earn CPE.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Computer Software and Applications
Advanced Preparation
None
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.