Upcoming customer events and training
North America
Training series
Payable rebates: optimize spend + margin
Apr
29
Wednesday 29 April, 2026
2:00 PM EDT
Transform customer rebate programs into strategic sales tools while protecting margins and driving profitable growth.
Training series
Collaborative budgeting
May
13
Wednesday 13 May, 2026
2:00 PM EDT
Learn how to set up a budget, assign tasks to your team, and manage the workflow from first entry to published budget.
Training series
Balance sheet driver
May
27
Wednesday 27 May, 2026
2:00 PM EDT
See how to set up the balance sheet and connect your P&L and balance sheet—the foundation for accurate cashflow forecasting.
Training series
Cashflow forecasting & 3-statement budgeting
Jun
10
Wednesday 10 June, 2026
2:00 PM EDT
See how to connect your P&L, balance sheet, and cashflow to build and track a complete three-statement model.
Training series
Scenario planning
Jun
24
Wednesday 24 June, 2026
2:00 PM EDT
Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.
Europe, the Middle East and Africa
Training series
Payable rebates: optimize spend + margin
Apr
29
Wednesday 29 April, 2026
2:00 PM BST
Transform customer rebate programs into strategic sales tools while protecting margins and driving profitable growth.
Training series
Collaborative budgeting
May
13
Wednesday 13 May, 2026
2:00 PM BST
Learn how to set up a budget, assign tasks to your team, and manage the workflow from first entry to published budget.
Training series
Balance sheet driver
May
27
Wednesday 27 May, 2026
2:00 PM BST
See how to set up the balance sheet and connect your P&L and balance sheet—the foundation for accurate cashflow forecasting.
Training series
Cashflow forecasting & 3-statement budgeting
Jun
10
Wednesday 10 June, 2026
2:00 PM BST
See how to connect your P&L, balance sheet, and cashflow to build and track a complete three-statement model.
Training series
Scenario planning
Jun
24
Wednesday 24 June, 2026
2:00 PM BST
Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.
Asia-Pacific
Training series
Payable rebates: optimize spend + margin
Apr
29
Wednesday 29 April, 2026
2:00 PM AEST
Transform customer rebate programs into strategic sales tools while protecting margins and driving profitable growth.
Training series
Collaborative budgeting
May
13
Wednesday 13 May, 2026
2:00 PM AEST
Learn how to set up a budget, assign tasks to your team, and manage the workflow from first entry to published budget.
Training series
Balance sheet driver
May
27
Wednesday 27 May, 2026
2:00 PM AEST
See how to set up the balance sheet and connect your P&L and balance sheet—the foundation for accurate cashflow forecasting.
Training series
Cashflow forecasting & 3-statement budgeting
Jun
10
Wednesday 10 June, 2026
2:00 PM AEST
See how to connect your P&L, balance sheet, and cashflow to build and track a complete three-statement model.
Training series
Scenario planning
Jun
24
Wednesday 24 June, 2026
2:00 PM AEST
Discover how to use the Lookup tab, scratchpad, and workbook cloning to build and compare alternative budget scenarios.
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 