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Maximizing Financial Dashboards to Leverage the KPIs and Metrics That Matter Most to Advisors

Now Available On Demand

Successful finance leaders are using custom financial dashboards to proactively monitor, analyze, and understand the financial health of their firm—in real time. Now, more than ever, they’re expected to be forward-looking and strategic in order to drive positive business outcomes.

Join this webinar to see how dashboards make it easier to:

  • Track assets under management, cash-on-cash, notes payable
  • Create a shared, unified view of financial performance
  • Use graphs and visuals to uncover opportunities
  • Define strategic priorities and measures of success

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by


Diana Ermini - Moderator
Director of Financial Services
Sage Intacct


Kerstin Kubina
Financial Services Vertical
Sage Intacct