What you should know about this webinar
In the live webinar, Beatrice Daub and Martin Sperling demonstrate how to create a meaningful management report from classic financial data – and how modern reporting is implemented in practice today.
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From balance sheet to management report – putting numbers in the right light
Further dates for this webinar
Details
The first encounter with new software can be challenging. Perhaps you know the feeling: "Where do I begin – and which functions are truly essential for my daily work?"
In this live webinar, we will show you the basic functions of the loyos bi Financial Management Suite and gives you best practices that you can directly apply in your daily reporting.
Webinar content
In the live webinar you will see how to... How classic financial data is transformed into a meaningful management report – and how modern reporting is implemented in practice today. Not theoretically, but directly within the Financial Management Suite of [Company Name]. loyos bi .
What you will take away from the webinar:
- A clear understanding of why traditional financial reports (balance sheet & profit and loss statement) are not sufficient for management purposes alone.
- A structured look at how good management reporting is structured.
- Concrete examples of how numbers become real decision-making tools
- A realistic impression of what reporting without manual Excel work looks like.
- A well-founded assessment of how reporting can evolve to meet increasing demands.
Who is this webinar relevant for?
- CFOs, controllers and managing directors of medium-sized companies
- Finance teams that currently rely heavily on Excel or static reports
- Companies with increasing complexity – e.g., due to investors, multiple subsidiaries, or rising reporting requirements.
Why participate?
This webinar provides a practical demonstration of how to bridge the gap between raw data and informed decision-making. After the live demo, you'll have a clear understanding of what modern management reporting looks like – and whether this approach is right for your company. You'll also have the opportunity to ask your questions directly in the live Q&A session.
Speakers
Beatrice Daub
at loyos bi
Beatrice studied International Business (BA) in Nuremberg and Business Administration (M.Sc.) in Bamberg. She works as a Sales Manager at loyos bi She is passionate about modern reporting and BI solutions and supports companies in making their financial and performance reports more efficient, transparent, and automated. She brings several years of experience in software and BI sales, particularly in digital sales, consulting, and building sustainable customer relationships. She especially appreciates the dynamic sales environment at [Company Name]. loyos bi – because every workday brings new customer requirements, exciting conversations and diverse challenges.
Martin Sperling
at loyos bi
Martin Sperling is the managing director and founder of loyos bi GmbH. His specialization lies in optimizing financial reporting and providing automation and digitalization solutions. Martin has extensive expertise in financial management and human resources management. Prior to his current role, he served as CFO at medaktiv reha gmbh and supported investments as a managing partner and interim manager in the private equity sector. Martin's focus areas at loyos bi His responsibilities include product management for the Financial Management Suite, customer success, and strategy. He values the collaboration with our customers, their valuable feedback, and the shared vision: to provide financial reports and BI processes in the shortest possible time and to high standards.