Rocket Marketing

Event Description Join Sapling Financial at the 2021 Prestel & Partner Family Office Forum in New York. Sapling is looking forward to sponsoring and attending this year’s conference, taking place November 30-December 1. This event will host families, wealth owners, family offices, and select...

Event Description The FEI Conference on June 13, 2023, served as a platform for key financial industry figures to share their knowledge and insights. Our Consultant, Riya Tanna, participated as a speaker in the session titled “Unlocking Power of Financial Planning and Analysis” Riya’s speech...

Event Description: Modern BI visualization tools such as Power BI are highly effective in turning large complex data from diverse sources into analytical and presentable insights using visual charts and dashboards. Join Sapling in this FEI Canada workshop in discussing the best practices in KPI...

Event Description Join Sapling Financial at the 2021 TMA Annual Conference in Nashville. Sapling is looking forward to sponsoring and attending this year’s conference, taking place October 26-29. Looking forward to meeting everyone and hearing the panelist’s insights. MORE INFO ...

Sapling was recently quoted in a report on the development of local government resilient microgrids. This report describes a research project undertaken by the New Jersey Board of Public Utilities with funding from the United States Department of Energy.

Event Description Join Sapling Financial for the ACG Virginia Capital Conference 2021. This year’s conference will be held October 6-7 and will be in person! We are excited to sponsor and attend this year’s conference, which provides the opportunity to foster existing relationships, develop...

Event description Sapling is proud to partner with ACG Toronto to present the third webinar in our Value Creation Series “Value Creation in Business Services” taking place Wednesday, September 29th at 8:30am. Business services is a wide-spanning industry that ranges from Professional Services (accounting,...

Excel has newly released the LAMBDA feature, currently only available for Excel ‘Insiders’ on Office 365. This new feature allows users to write their own custom Excel functions using normal Excel formula language. These new functions can then be referenced and re-used throughout the...

Capturing valuable data is more necessary than ever before for any business. Data is key to understanding business drivers that drive the operational and financial results of an organization. In order to capture data effectively and extract valuable insights, businesses/clinics, in this case, need...

key trends from CFOs and Finance leaders, including Improved FP&A relating to ESG information, Increased needs for data analytics and budgeting, Greater concern for data security.