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SESSION 1: Wednesday, Nov. 11 - 12pm PT / 3pm ET
Year-end reporting often starts with a familiar request: "Can you send that report again—with the latest numbers?"
For many finance teams, that means tracking down data, updating spreadsheets, and rebuilding reports that were already completed once. At the same time, project leaders and executives need timely answers, not reports that are already outdated by the time they reach their inbox.
In this interactive workshop, we'll explore the reports construction finance leaders depend on most at year-end, including job cost, financial, and AP/AR reports.
Through benchmarking exercises and real-world scenarios, you'll identify common reporting bottlenecks and learn how leading teams keep critical reports current without starting from scratch every time the data changes.
You'll also see how Office Connector for Sage 300 CRE can help reduce manual effort and deliver timely, accurate insights throughout year-end planning and close.
You'll learn how to:
SESSION 2: Monday, Nov. 16 - 10am PT / 1pm ET
Year-end reporting often starts with a familiar request: "Can you send that report again—with the latest numbers?"
For many finance teams, that means tracking down data, updating spreadsheets, and rebuilding reports that were already completed once. At the same time, project leaders and executives need timely answers, not reports that are already outdated by the time they reach their inbox.
In this interactive workshop, we'll explore the reports construction finance leaders depend on most at year-end, including job cost, financial, and AP/AR reports.
Through benchmarking exercises and real-world scenarios, you'll identify common reporting bottlenecks and learn how leading teams keep critical reports current without starting from scratch every time the data changes.
You'll also see how Office Connector for Sage 300 CRE can help reduce manual effort and deliver timely, accurate insights throughout year-end planning and close.
You'll learn how to:
