Hosts   

Rishi Sapra
Chris Barber
Naveen Ganpat

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)

LinkedIn
/ Twitter

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.




LinkedIn

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)

LinkedIn

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

Follow us on LinkedIn and Twitter to be kept informed of upcoming events

 

 

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.

 

Latest Material

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

Latest Material

Webinar #11 - The classic Income Statement and Power BI, Better together

17-SEP-20

Mark Walter

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.

Webinar #10 - Guiding to Depth – Building reporting to meet the needs of all levels from CFO to Analyst

03-SEP-20

Chris Hamil

It can be a struggle to build reporting that cleanly meets the needs of all levels of user.  Chris will walk through a real example built while working for Microsoft’s Finance org and give tips on how to take advantage of Power BI features to build reports that guide users to depth without weighing down the Executive views.


After spending 10 years in Finance and Accounting, Chris moved into his current role as a Sr. Program Manager for Microsoft's Power BI Customer Advisory Team with a primary focus on front end reporting and user experience.  In his day job he spends time working with enterprise customers to help skill up report authors and guide design for high impact reporting.  Check out his blog at www.alluringbi.com for tips and tricks for the Power BI Creator

Stay In Touch!

Please e-mail us at info@powerplatformfinance.com to reach the organisers or:

rishi@powerplatformfinance.com
chris@powerplatformfinance.com
naveen@powerplatformfinance.com
to reach us individually

If you have any questions don't hesitate to contact us.