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From numbers to action: helping clients improve business performance with Sage

From numbers to action: helping clients improve business performance with Sage

No Charge
Available
Virtual
All Locations
Practice
Aug
12
Wed
12:00
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: Help clients see what’s next with smarter reporting, forecasting and insight.
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_9YJNl2dTTwK7UsPRdXlXuQ#
CPD hours: 1hr
Zoom

Description

Help clients see what’s next with smarter reporting, forecasting and insight.

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  • Description
Date and time Location
12/08/2026 12:00 - 13:00 BST Zoom

Event information

This event is brought to you in partnership with Sage.

Business performance is about far more than looking back at revenue, profit and cashflow. The greatest value comes from helping business owners understand what is driving their results, where risks and opportunities are emerging, and what actions will have the biggest impact on future performance.

In this practical webinar, Chris Downing will explore how accountants can use management reporting, forecasting, scenario planning and meaningful KPIs to provide deeper commercial insight and support better decision-making. Learn how to move beyond static reports, facilitate more valuable performance conversations and develop a more proactive, forward-looking advisory offering.

Key benefits

Using practical examples and insights from Futrli, Chris will demonstrate how accurate data, relevant metrics and timely forecasting can help accountants deliver greater visibility, identify opportunities earlier and provide clients with the strategic guidance they need to grow with confidence.

About the speaker

Chris Downing, Director Accountants and Bookkeepers, Sage
Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.

In partnership with

Sage

 

 

 

Sage is a UK-based software leader delivering AI-powered cloud solutions for finance, payroll, and HR - helping businesses automate workflows, stay compliant, and make smarter, faster decisions in a digital world.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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