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Plangurudemo

CONSTRUCT A CUSTOMIZED FORECAST MODEL IN MINUTES

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 17, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

View a live demonstration of PlanGuru, where an expert demonstrates the capabilities of PlanGuru while simultaneously showing you how to use the software. It is the best way to determine if PlanGuru is a good fit for your business and will help you use PlanGuru more effectively.

Learning Objectives

  • Construct a customized financial model in minutes (integrated balance sheet, income statement and cash flow)

  • Import data from QuickBooks & Excel

  • Build consolidations for multiple divisions / departments

  • Forecast using PlanGuru’s vast array of methodologies

  • Utilize PlanGuru's powerful, yet simple modeling tools

  • Compare budget vs actual reporting features

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Christian Wielage

PlanGuru
CEO
[email protected]
(888) 822-6300 x709

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Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Christian also has experience with Wachovia Securities (now Wells Fargo) and Strategic Advisors Middle Market Investment Bank. Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate budgets, forecasts and plans in less time.

About Our Presenter

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PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time. PlanGuru combines a flexible framework with sophisticated yet easy-to-use forecasting tools, at a value that is unrivaled. PlanGuru users range from entrepreneurs and small businesses to multi-national manufacturers and major universities.