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Jim Tompkins
Assistant Director, Accounting
Community Blood Center of Kansas City

Caitlyn Gill
Director, Solutions Enablement
Global Software Inc.


Do you spend a significant time manually re-keying data into a spreadsheet or relying on the IT department to create reports? Would you like to limit reliance on staging areas, data warehouses/cubes or servers?

Attend this webinar to learn how Community Blood Centers leverages access to live enterprise resource planning (ERP) data—such as Sage, Lawson, and more—in Excel to save time and resources on healthcare financial and operational reporting tasks each week.

Be empowered to leverage Excel with useful drill-down capabilities from your organization's most critical data, including vendor/cost reports, annual audits, surveys, patient-level data, buildings and/or projects, and tax returns for different entities. You can also be equipped to handle any reporting challenge without leaving Excel’s familiar interface. Above all, you will be able to prepare intuitive and accurate reports in much less time. 

After This Webinar You'll Be Able To:

  • Ability to access live ERP data in Excel for more accurate reporting.
  • Automate financial reports, as well as modules beyond the GL.
  • Reduce time needed to prepare month-, quarter-, and year-end reports.
  • Gain flexible ad-hoc tactical analysis

Tools & Takeaways

White paper: "Five Ways to Accelerate the Financial Close"

Recommended for:

CFOs, CIOs, VPs of information technology, directors of revenue cycle, VPs of supply chain, billing & collection managers, accountants, controllers, comptrollers, VPs of finance, financial analysts, corporate accountants, cost accountants, accounting directors, accounting managers, accounting supervisors, budget analysts, budget managers, financial planning & analysis professionals

Field of Study: Special Knowledge & Applications
Delivery Method: Group Internet
Level: Overview                                  
Pre-work: None
Prerequisites: None                                                                                
Contact hours: 1.0


HFMA members: Free

Non-members: $99

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Note: This on demand webinar is available until September 14, 2018.