Forvis Mazars

Do you have a 360-degree view of your customers and easy access to their order history? Are you able to capture competitor share of wallet, manage opportunities, cross-sell, and upsell with suggestive selling? Are you wasting hours each week on activity and opportunity pipeline reports that should be available instantly with the click of a button? Join us for an informative webinar as we provide a live demo using Microsoft Dynamics 365 Sales. While tailored to oil and gas distributors, this webinar is relevant to those in distribution seeking to improve visibility and efficiency in their sales teams’ customer retention, opportunities, and growth. Upon completion of this program, participants will be able to:Discuss how to analyze sales quota gap to goal Demonstrate how to track sales revenue goals versus actuals Explain how to create an easy-to-access, 360-degree view of customers Describe how to set and monitor key performance indicators 

Private equity firms face unique challenges in managing complex portfolios. This webinar will explore how NetSuite enterprise resource management (ERP) tools can help you overcome these challenges and achieve desired outcomes efficiently. Whether you’re a CFO, controller, private equity professional, or financial analyst, join this informative webinar to gain a better understanding of how NetSuite can help transform your portfolio management strategy. Register today! Upon completion of this program, participants will be able to:• Describe how NetSuite can help streamline the onboarding process for new portfolio companies • Explain how to leverage NetSuite to consolidate financial data and help improve decision making • Identify best practices for enhancing portfolio performance through NetSuite ERP reporting and analytics tools 

Effective budgeting and forecasting are critical to organizational performance. Join our informative webinar to explore how Solver Global’s corporate performance management (CPM) solution can rejuvenate your budgeting processes. Whether you’re a seasoned finance professional or just starting your career, this session will equip you with practical insights and strategies to help enhance collaboration, streamline planning, and drive better financial outcomes.Upon completion of this program, participants will be able to:• Discuss how budgeting and forecasting across the organization can be managed.• Identify how templates can be designed and used.• Explain how Solver reporting and planning are used together to generate reports with actual and plan data.For additional information and specific details on potential CPE credit, please view the event page on https://www.forvismazars.us/events