Take full advantage of all Adaptive Live has to offer
Morning to night, there’s so much to learn. Browse through the course list to help you plan your Wednesday and Thursday sessions. From breakout sessions to in-depth trainings to inspirational keynotes and networking events, you won’t want to miss a thing.
Highest rated 2019 session repeats
Always one of our most popular sessions, in this open forum our product management team and top engineers and implementers will be on hand to answer your questions and listen to your requests and comments. With real answers to real problems, our team is famous for being open, creative, and knowledgeable.
Be the person with the answers. In this session, we’ll show you the tips and tricks every administrator should know to troubleshoot data/formula issues, streamline report maintenance, understand navigation shortcuts, and more.
The industry-leading modeling capabilities of Adaptive Insights are constantly expanding and improving. Have you kept up? In this session, we’ll highlight recent advances in modeling while showing you how to maximize our powerful modeling tools with modeled and cube sheet best practices, tips and tricks.
The product management team at Adaptive Insights is always thinking a few releases ahead. In this session, we’ll share a sneak peak of the features we’ll be highlighting in 2021. This is your opportunity to make feature requests and provide feedback directly to the product managers who plan our roadmap. We’d love to hear what you have to say!
Don’t let formulas scare you. We’ll show you how to improve your documentation and understanding by leveraging spaces and comments to write your formulas. This hands-on session will give you the chance to practice modifying sample formulas using an editor like Notepad.
Year one is in the books. Time to relax? Hardly. In this session, we’ll cover all the key factors to consider when preparing for the next planning cycle, such as new version elements, structure updates, preparing sheets for users, and more.
Get that engine humming. Learn how to leverage Adaptive Insights powerful Elastic Hypercube Technology for faster sheets and reports. One of our performance design experts will discuss optimal formula syntax, version consistency, and how to take advantage of different formula tools.
Got data? Our integration experts will show you how to bring in data from ERP, HR, or CRM sources. Next, you’ll explore more advanced capabilities such as moving data between models, bi-directional movements of data both in and out of planning, meta-data syncing, and APIs.
Do you know how your model really works? During this session, you’ll be able to log in to your own model and follow along as we walk through everything you need to know to keep your model updated and healthy.
Once you’ve mastered the basics of web reporting within Adaptive Insights, there’s an even deeper level of powerful features waiting to be unlocked. Come learn about our flexible custom display expression feature and new formatting modes, as well as best practices for building faster, more powerful reports.
Do your packs measure up? In this session, we’ll teach you how to create presentation-ready reports using OfficeConnect, as well as best practices for report creation and maintenance. We’ll also demonstrate how to create PowerPoint presentations and board reports using OfficeConnect.
There are a lot of options in your reporting toolkit, but the effective and efficient distribution of information is about knowing when and how to use the right tool for the job. In this session, we’ll discuss how to leverage the different tools you have at your disposal—OfficeConnect, dashboards, and web reports—to deliver timely and accurate analytics so you can better tell your company’s financial story.
Want to capture the attention of your nonfinance audience when presenting plans and results? In this session, we’ll discuss how KPIs and charts can help you tell a visual story centered on relevant information that drives results.
What’s the buzz about the new access rules? This new feature gives organizations new options for securing models and providing finer grained access to data. This session will cover tips and tricks and several common use cases for those thinking about moving to access rules for the extra layers of security.
Is your personnel modeling up to snuff? We’ll discuss changes customers often make to improve their personnel sheets. The session will cover items like the out-of-the-box raises and raise overrides, benefits, taxes, as well as strategies to streamline the headcount reconciliation process.
Feeling like the new kid on the block? If you’ve recently purchased Adaptive Insights and are just about to begin your first implementation, learn from our professional services team what you can do to get ahead and set your project up for success.
Save yourself a call. Get answers to commonly asked questions and learn basic troubleshooting skills from our Support team. Who knows better than the professionals?
Faster cycles and trusted data
Is standing up the forward balance sheet and cashflow still on your ‘to-do’ list? Don’t worry. Our professional services will lay out the main considerations, what’s typically involved in the project and discuss common supporting schedules for AR, AP, inventory etc.
Matrix reports can be incredibly powerful tools when used correctly. Learn best practices for report creation from a design and performance expert.
Looking to get the most value out of your investment in Adaptive Insights and Workday? In this session we’ll discuss best practices for bringing HR and financial data into planning and leverage plan data within Workday to show budget versus actuals. We will also dive into the product roadmap to demonstrate the Power of One with Adaptive Planning and Workday.
Enabling variance analysis to telescope down to vendor level detail promotes transparency, drives change, and increases accountability across the business. We’ll discuss strategies for making this a reality in your organization.
Accounting data alone is insufficient to assess company performance. When combined with operational, people, and payroll data you gain a multi-dimensional view that supports more accurate decision-making. Join this session to learn how Workday can help you harness the power of data across your business by eliminating data silos and error-prone processes. Designed to uniquely recognize the interdependencies between finance, HR, and payroll in one system, Workday helps companies manage their business more efficiently and with deeper insights. Learn how a single system can help you unlock the power of your data and simplify and scale the way your teams work today and tomorrow.
From headcount and skills capacity planning to organizational restructuring, finance is increasingly taking on a critical role in workforce planning. Learn how to use Adaptive Insights to achieve comprehensive, strategic workforce planning in partnership with your HR and business leaders.
Frequent forecasting and what-if modeling
We’ve seen B2C and B2B customers build out some sophisticated cohort-based models to tackle use cases around contract ramping, lead conversion, in-game purchases, consumer behavior, and retention. The experts who’ve built them will discuss best practices for dimensionalizing relative dates and setting up waterfalls in modeled sheets.
Structural change can be tricky. In this session, we’ll cover techniques for modeling structural changes and reorganizations, including the use of version-specific hierarchies. In this session, customer speakers will discuss their experiences with consolidation across multiple GL systems, reporting through ownership changes and acquisitions, as well as how to change level structure within year and end of year, while wreaking minimal havoc on end-users and admins.
Thinking longer term? We’ll show you how to insert a simple, percentage, driver-based three to five year horizon plan into your model using custom accounts. This long-term plan can sit alongside or pull in data from the more granular near-term model you’ve already constructed.
Set quotas based on insight, not instinct. In this session, we’ll show you how you and your sales team can use Adaptive Insights to translate bookings targets into attainable sales quotas and ensure your field team is appropriately staffed.
Well-designed territories are critical to enabling your sales team to succeed. In this session, we’ll show you how you can help your sales organization use Adaptive Insights to design optimal territories and visualize them with geospatial maps.
Top-down or bottom-up? You’ve likely already built a detailed bottom-up plan based on headcount and other granular assumptions. We’ll show you how to layer on a top-down plan based on percentage growth, drivers, and allocation splits that you can use to set targets and identify gaps and risks.
Improved visibility and collaboration
A new gameshow format that pits top customers against Adaptive Insights experts. Contestants will show off their analytical talents as we explore the new dashboard interface that combines sheets, charts, text boxes and maps! You’ll be anything but bored.
Struggling to drive adoption across your organization? We’ll show you how to create step-by-step guides in process tracker to walk business owners through updating forecasts and reviewing reports. We’ll also show you how to use the new dashboard interface (it’s more than just reporting!!) to set up intuitive workflows that enable end users to make changes in sheets and see them reflected immediately in the adjacent charts.
Not sure what to register for?
No problem! Contact your Customer Success team to let us help you decide!
Earn 7 CPE Credits | Type Group-Live | Level Basic
Adaptive Insights 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. 7 units are offered per day including training days. To receive the certificates fill out the final event survey to request your certificates.
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.learningmarket.org. This course does not require prerequisites.