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WEBINAR

Master Data Management for Finance: Do You Trust Your Data?

Join us for a webinar on how finance can use Alteryx to resolve accounting & reporting inefficiencies caused by messy, disorganized data environments.

Weren't able to make the live webinar? Don't worry, we recorded it for you.

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Learning objectives:

The benefits of democratized data flows across the finance organization

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How tribal knowledge is every reporting function’s greatest foe

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The importance of a clean data environment to fast processes and accurate reporting

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Using Alteryx to avoid data query traffic jams and automatically validate data

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Join us for a discussion on curing an ailment most finance organizations don’t even know they have – messy, decentralized data environments and mammoth Excel workbooks throttling critical accounting and reporting processes.

Through use cases, real-world insights, and practical best practices, we’ll explain how technology – like Alteryx – can bypass data roadblocks and detours by, for instance, connecting to Snowflake to streamline and unify how you access and manipulate data. By the end, you’ll understand how these technologies can breathe new life into your reporting and decision-making.

 

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Don't let database issues become reporting & accounting issues

Jonathan Willis

Jonathan Willis

Jonathan started his career at PwC where he managed databases and used automation tools to expedite various processes. Afterward, he joined Weaver’s audit practice, working with government agencies and technology companies.

At Embark, Jonathan implements full scale solutions to address problems plaguing CFOs and their teams, helping accountants reengage with their jobs and generate new value.

Hayden Mchan

Hayden Mchan

Hayden began his career with PwC as an auditor, later transitioning into a Digital Accelerator at PwC where he focused on creating automated audit solutions for the firm’s engagement teams.

Joining Embark in 2021, Hayden now works with clients to reimagine the accounting function and everything it’s capable of, helping to reshape day-to-day workflows through new skills, solutions, and experiences.

Rishi Kapoor

Rishi Kapoor

Rishi brings 15+ years of experience in data analytics to his role as manager of the Partner Sales Engineering team in EMEA for Alteryx, particularly around the office of the CFO and financial services.

An Alteryx power user since 2016 and team member since 2018, Rishi focuses on providing the best possible experience to Alteryx customers, while also staying current on the dynamic analytics industry and financial markets.

Meet your hosts

Participants will earn 1 CPE credit.

Embark 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.


Record retention policy

Embark will maintain participant information in its CPE database for a period of five (5) years.


Program cancellation policy

Embark may at its discretion cancel a course program, delay a course program offering, or replace a previously announced course program with a course program of similar content. For external participants, Embark will make every effort to provide sufficient notification of a change of title or cancellation via e-mail to registered participants or via other marketing communications.  Embark reserves the right to substitute speakers in the case of instructor illness or other unforeseen circumstances. Due to this program being offered free of charge, there will be no refunds issued.

Field of study:
Accounting
Prerequisites:
None
Program level:
Basic
Delivery method:
Group internet-based
Number of CPE credits:
10

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