october, 2026
Event Details
Two people on your team sent the CEO two different numbers for the same month, from two tabs of the same file, both technically "right." If that's ever happened to
Event Details
Two people on your team sent the CEO two different numbers for the same month, from two tabs of the same file, both technically “right.” If that’s ever happened to you, this session is for you. Join Heather L. Cole, one of only 32 IBM Lifetime Champions worldwide and Founder/CEO of Lodestar Solutions, for a free, CPE-credited session that puts a real number on what staying in a spreadsheet-based planning process is actually costing your organization, not a generic list of “signs,” a live calculation you can hold up against your own numbers. What you’ll walk away with:
● The warning signs a spreadsheet process has become a liability, not a convenience
● How to calculate the true fully-loaded cost of staying in a manual, spreadsheet-driven process ● The real difference between tools that solve reporting and tools that solve planning
● A live look at a consolidated, single source of truth in practice, powered by IBM Planning Analytics
● A free take-home Planning Modernization Readiness Assessment, 30 questions, self-scoring, no strings attached
CPE Details:
● Field of Study: Finance
● Program Level: Basic
● Delivery Method: Group Internet Based
● Prerequisites/Advance Prep: None
● CPE Credit: 1.0 (50-minute hour, per NASBA guidelines)
This program is free; no purchase required to attend. Refund/Cancellation: Free program, no fees collected, no refund applicable. Cancel anytime via support@lodestarsolutions.com Complaints: Contact Lodestar Solutions at support@lodestarsolutions.com. Complaints re: NASBA National Registry sponsors may go to NASBA at www.nasbaregistry.org.
Lodestar Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. NASBA Sponsor ID: 167916
*WEBINAR 3/3 IN SERIES*
Time
(Thursday) 1:00 pm - 2:00 pm