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Spotlight Resources for Advisory & Business

We've brought our webinars, videos, podcasts and more into one place so businesses and advisors can easily access the industry leading content to navigate challenging times and build advisory services

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ALL - For Enterprise
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Recorded webinar
LIve webinar
45 min

Global Advisory Trends Report 2021/2022

Richard Francis (CEO) and Danelle Whaanga (Global Customer Success Manager) share the results from our Global Advisory Trends Survey.
Duration:
45 min
September 2, 2021
Time Zone:
NZST
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upcoming webinars
Recorded
LIve webinar

How to Recruit for your Accounting Firm

Thomas White and Gurpreet Lidder share how you can build and keep an A-Team to grow your accounting firm.
Duration:
45 min
September 28, 2021
Time Zone:
BST
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Recorded
LIve webinar

How to Streamline End-of-Month Financial Reports

Russell Kibbee talks to Dorothy Kolb (dk east associates) on how they saved their client time and money by using Spotlight Reporting.
Duration:
45 min
September 30, 2021
Time Zone:
PDT
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Recorded
LIve webinar

Getting started with Spotlight (NZ/AU)

This training webinar is designed to introduce Spotlight Reporting and Forecasting to you and your team.
Duration:
45 min
October 5, 2021
Time Zone:
NZST
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Recorded
LIve webinar

Getting started with Spotlight (UK/ZA)

This training webinar is designed to introduce Spotlight Reporting and Forecasting to you and your team.
Duration:
45 min
October 6, 2021
Time Zone:
BST
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Recorded webinars
Recorded webinar
LIve
20 min

Why Choose Spotlight with Patrick Stern

Ready to take your business to the next level? Watch this video to evaluate if Spotlight is the right fit for your business.
June 23, 2021
Time Zone:
PDT
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Recorded webinar
LIve
45 min

Global Advisory Trends Report 2021/2022

Richard Francis (CEO) and Danelle Whaanga (Global Customer Success Manager) share the results from our Global Advisory Trends Survey.
September 2, 2021
Time Zone:
NZST
RegisterWatch video
Recorded webinar
LIve
30 min

Training webinar: How to create your first report

Join our Spotlight Reporting expert to learn how to create your first report.
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Recorded webinar
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30 min

Training webinar: How to take your report to the next level

Join our Spotlight Reporting expert to learn how to take your report to the next level.
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30 min

Training webinar: How to take your forecast to the next level

Join our Spotlight Forecasting expert to learn how to take your forecast to the next level.
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Recorded webinar
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30 min

Training webinar: How to create your first forecast

Join our Spotlight Forecasting expert to learn how to create your first forecast
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Recorded webinar
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30 min

Delivering Virtual CFO services to clients

Delve into the opportunities that exist to offer virtual CFO services within your firm, and hear about tools and strategies you can use.
July 20, 2021
Time Zone:
AEST
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Recorded webinar
LIve
45 min

The Power of Financial Storytelling

Watch this webinar recording to learn how to present data insights to enhance your client relationships.
June 22, 2021
Time Zone:
NZST
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Recorded webinar
LIve
40 min

Business: Why Choose Spotlight (US)

Ready to take your business to the next level? Watch this video to evaluate if Spotlight is the right fit for your business.
June 23, 2021
Time Zone:
PDT
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