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Beyond the Ledger: Planning & Reporting Across the Company

October 6, 2026

Organizations need more than financial reporting to make informed decisions. Key business drivers such as sales, payroll, inventory, projects, and capital expenditures all contribute to organizational performance and require meaningful reporting and planning. In this webinar, Forvis Mazars will demonstrate how Solver’s data warehouse and extended financial planning and analysis (xFP&A) platform can bring financial and operational data together in a single source of truth for reporting, budgeting, forecasting, and analysis. Learn how leading organizations are broadening planning and reporting beyond the general ledger to help improve visibility, support collaboration, and make better decisions across the enterprise.

Learning Objectives

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

  • Explain how financial and operational data from multiple sources can be consolidated to support enterprisewide reporting and planning.
  • Identify how reporting, budgeting, and forecasting can be performed using individual data sources or a combination of financial and operational data.
  • Describe how organizations can provide secure access to reporting and planning data while maintaining appropriate governance and control.

Presenters

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