Rishi is a Microsoft Data Platform Most Valuable Professional (MVP), being formally recognised by Microsoft for his community contributions. He is a Chartered Accountant with a background in Financial Modelling and Consulting in Financial Services, having worked at Deloitte, HSBC, Barclays and KPMG prior to his current role as a Senior Business Intelligence consultant at Altius (now part of Avanade). Rishi is a co-founder of Learn Data Insights (www.learndatainsights.com)
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As Senior Power BI Consultant at Altius, Chris has had a varied background in finance and analytics across large and small organisations. He is CIMA Certified, holds an MCSA in BI Reporting & was the recipient of an IBM Academic Achievement Award during an MSc in Business Analytics.
Naveen is a credit analyst having worked at a number of banks and asset managers including ING Bank in the Netherlands, Commerzbank, Friendlife (now Aviva). He is currently working in the Treasury department of a leading challenger bank. Naveen is also a co-founder of Learn Data Insights (www.learndatainsights.com)
Gain hands-on experience with developing solutions in low-code/no-code platforms that can deliver immediate business value within the finance function
Network with peers and understand how the Microsoft technology stack is being used in Finance across different companies/industries
Keep up to date with the latest developments in the technology platforms and how new features can be applied within Finance
A space (virtual and physical) where finance professionals can come together to learn about modern approaches to financial reporting & analytics using the Microsoft Power Platform tool set
In this session we will go over the key terminology and dive into What is Dynamics 365 Finance & Operations (FinOps - or now known as Dynamics 365 for Finance, Supply Chain & Commerce).
We will then move into how D365 FinOps can interact within the Power Platform focusing on Power Apps and Power Automate using real examples along the process.
About Julia: Accountant turned FinOps Consultant and Lover of all things Power Platform
Last Webinar - 17th September 2020 (6pm BST)
Business depends on the income statement as an indication of past and ongoing performance; however, in its paper form, it limits the reader from uncovering insights that lie beneath. In this session we will learn how mirroring the familiar statement and adding dynamic features improve engagement and help the Accountant tell a great data story.
Mark is an Accounting and Analytics Manager at Industrial Finishes and Systems, Inc. (IFS) located in Eugene Oregon. Since 1958, IFS, has brought product and system solutions to Auto Body, Recreational Vehicle, Wood Product, and Aerospace industries. He is responsible for financial data modeling and data storytelling both internal and external to the business. Outside of IFS, Mark enjoys speaking with local finance groups and blogging at StoryBI.com. Mark is an Oregon Certified Public Accountant with a Finance degree from Western Washington University.
23rd July 2020
In this captivating, demo-packed session, Jese shows how to build a financial forecasting tool in Power BI by utilising PowerApps, Power Automate and SharePoint Online.
- Using What-if parameters in Power BI for creating dynamic forecasts
-Development from scratch of a single-screen PowerApp with drop-downs, list data from SharePoint and text boxes for commentary to support the forecast multiplier for each account
- Embedding a PowerApp form within a Power BI report