Breaking Point: How to Know When Your Budget Has Outgrown Excel

Webinar - Breaking Point: How to Know When Your Budget Has Outgrown Excel

Excel isn’t the problem — until it is.

Every finance team starts in Excel. It’s flexible, familiar, and gets the job done… until version chaos hits, formulas break hours before the board meeting, and your strategy grinds to a halt because the numbers can’t keep up.

In this webinar, Centage’s VP of Finance, Jandir Matos, and Head of Customer Advocacy, Desiree Norquist, will unpack the critical signs your organization has hit the Excel breaking point — when spreadsheets shift from being a trusted tool to a strategic bottleneck.

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You’ll discover:

✅ The warning signs your budgeting process has outgrown spreadsheets

✅ The hidden costs of staying in Excel — from lost agility to reporting risks

✅ How modern FP&A platforms help you move from maintaining models to driving strategy

✅ Real stories from finance teams who broke free from Excel chaos and reclaimed confidence in their numbers

If your team spends more time fixing formulas than forecasting the future, this session is for you.

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Learn how to recognize the tipping point — and what it looks like to lead finance with clarity, speed, and strategic insight.

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Timestamps:
00:00 Introduction + Speakers
03:05 The Breaking Point: When Excel Becomes the Bottleneck
10:07 The Real Cost: Staying in Excel
15:30 Beyond Efficiency: What Modern FP&A Tools Unlock
21:48 Customer Example: The Transformation Story
25:53 Q&A:  “What are the common obstacles or risks when transitioning from Excel to a more advanced budgeting system, and how can they be mitigated?"
29:23 Q&A: “How do you make the business case for investing in a budgeting/planning solution beyond Excel when leadership / management asks about ROI?”
32:27 Q&A: “How long does it typically take to implement a budgeting and planning solution like Centage, and what does that process look like?”