Pre/Post Conference Academy

Pre/Post Conference Academy

Pre-Conference Academy - Advanced Management Reporter

Monday, March 19
1:00 PM - 5:00 PM
Room: Analysis

Format: Pre/Post Conference Academy

Maximize your Microsoft Management Reporter product knowledge! Take your MR knowledge to the next level, and learn to create advanced financial reports like: balance sheets, statements of cash flows, and multi-company consolidations. In this deep dive we’ll also cover spreadsheet linking, and learn about report distribution and analysis tools available in Management Reporter. This course is open to any GP user.

This course is perfect for those who have already been using FRx or Management Reporter and want to take their Management Reporter skills to the next level. Take advantage of the simple, yet powerful, building blocks using the row, column and tree to efficiently report on general ledger and spreadsheet data.

A senior consultant with the MSX Group will guide you through hands-on exercises while sharing best practices from their extensive implementation experience. Learn how to avoid financial reporting nightmares like: manually entering GL data into spreadsheets for reporting, unsecure report distribution, inaccurate reports, cost and labor intensive report distribution, outdated data, inefficient report design, etc. This is a must see for those in charge of financial reporting and analysis.

Learning Objectives:

Efficient data entry and handling in MR

Know the best approach for creating complex reports

Create advanced financial reports

Set up and use spreadsheet linking

Report distribution options, setup, and execution

Audience: GP Finance, Support, or Analyst

Level: Intermediate

Prerequisites: Students should have a strong working knowledge of Management Reporter.

Training Materials: Will be supplied by the instructor as appropriate.

Nick Sercer

MSX Group

Nick is a Partner/Consultant with MSX Group where he continues to build on more than fifteen years of financials software consulting and training experience. A proven expert in the use of technology to improve the accuracy and efficiency of budgeting and financial reporting processes, Nick has participated in hundreds of consulting and training projects with customers ranging from small, mom and pop organizations to Fortune 500 companies in various industries.

Nick brings not only a wealth of product knowledge, but also valuable expertise gleaned from decades of practical experience working for companies such as Microsoft, Ernst & Young and Arthur Andersen. Nick specializes in the use of Microsoft CPM products including Microsoft FRx, Forecaster and Management Reporter as well MSX Group’s own financials reporting and budgeting application, Prospero.


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Pre-Conference Academy - Advanced Management Reporter

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