Private equity organizations have an ever-flowing list of companies for which they need accurate and timely reporting. These organizations often use different enterprise resource planning systems and charts of accounts. Moreover, many organizations use manual Excel models to load trial balances and create financial reports.

This can lead to reporting complexities; delays in month-end close; and technical challenges, including broken Excel links, increasingly large and slow reports, and difficulty modifying reports. Adding to those issues, many organizations also need to track pro forma and budget data and have different reporting formats for their diverse audiences. What’s an accountant to do?

Join us for this informative webinar as we share insights to help you overcome these challenges using the Solver reporting and planning solution.

Learning Objectives

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

  • Discuss the challenges of using an Excel-based reporting model
  • Explain how a data warehouse-driven data model can enhance reporting
  • Describe how companies can be added and removed for reporting

Register Here

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at or 800.472.2745.  Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar.​ Click here to read the CPE FAQ.

CPE NASBA LogoFORVIS, 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:

CPE Information

CPE Credit
One CPE credit in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.
Program Level
Advance Preparation
CEOs, CFOs, and controllers
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar

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