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Beyond the Ledger: Planning & Reporting Across the Company

October 6, 2026
Online Only CPE Credit(s): 1.00
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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.

CPE Information

One CPE credit (pending approval) in the Computer Software & Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of Study Attendance Policy

Who’s This For

Finance executives, controllers, accounting managers, FP&A professionals, business operations leaders, ERP/reporting managers, and professionals responsible for reporting, budgeting, forecasting, and enterprise performance management.

Delivery Method

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

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Basic

Questions

If you have questions about this CPE program, please contact us at [email protected].

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.

Presenters

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