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May 27th: Is Your Portfolio Finance Stack Holding Back Growth?

May 27th: Is Your Portfolio Finance Stack Holding Back Growth?

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Upcoming Webinar: What a Standardized Portfolio Finance Model Looks Like in Business Central

See how private equity firms can reduce reporting drag, improve portfolio visibility, and build a more repeatable finance model across operating companies.

 

Supporting Details:
May 27, 2026
11:30 AM Central
Live Virtual Webinar

Why Attend
As private equity portfolios grow through acquisition, finance complexity grows with them. Different ERP systems, inconsistent charts of accounts, manual reporting processes, and fragmented controls can make it harder to compare performance, close quickly, and maintain portfolio-wide visibility.

This session is designed to help private equity firms and portfolio finance leaders understand what a more standardized finance model can look like and how Business Central can support that model across portfolio companies.

What You’ll Learn
In this webinar, we will cover:

  • The signals that your portfolio may have a growing finance standardization gap
  • Why fragmented systems slow reporting, weaken control, and create visibility challenges
  • What a standardized portfolio finance model can look like in Business Central
  • How Business Central can support more consistent reporting, controls, consolidation, and executive visibility
  • What Western Computer has done in practice to help standardize finance operations across complex multi-entity environments

What We’ll Walk Through in Business Central
During the live walkthrough, we’ll cover how Business Central can support:

  • A more standardized chart of accounts and finance structure
  • Consistent reporting logic through dimensions
  • Reusable financial reports across companies
  • Consolidation and portfolio-level visibility
  • Better controls, approvals, and governance
  • Executive visibility through dashboards and reporting

Presenters
Cady Jackson
Account Executive, Western Computer
Cady works with organizations to identify opportunities for modernization and growth, with a focus on helping private equity and portfolio-driven businesses think more strategically about scalable ERP and finance operations.

Telka Clem
Presales Solution Architect, Western Computer
Telka helps organizations evaluate and design more scalable finance and operations environments through ERP modernization, reporting standardization, and practical Business Central strategies.

Who Should Attend
This webinar is designed for:

  • Private equity operating partners
  • Portfolio operations leaders
  • CFOs and finance leaders
  • PE-backed platform company executives
  • Teams responsible for reporting, integration, and portfolio visibility

Proof That This Model Works
Western Computer has helped organizations standardize finance operations across complex, multi-entity environments using Business Central. This includes helping transition more than 100 operating companies in a single year, reducing financial statement drafts, improving audit timing, and increasing real-time visibility across the organization.


Register now to see how a more standardized portfolio finance model can support better reporting, stronger control, and faster decision-making across your portfolio.

Reserve My Spot

 

Western Computer

Western Computer

Western Computer is a Microsoft Cloud Solutions Provider (CSP) specializing in Dynamics 365 and Power Platform solutions, services, and support.

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