Maxio
Upcoming
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Thursday, August 27, 2026 · 10:00 AM PDT -
Thursday, September 10, 2026 · 10:00 AM PDT
On-demand
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Thursday, August 13, 2026 · 10:00 AM PDTAI promises to transform finance and accounting, but what is delivering real value today, and what is still mostly hype?
Join Maxio CFO Jon Cochrane and Alex Diaz-Asper, Partner at Cherry Bekaert, for a candid conversation about how finance teams... -
Thursday, August 6, 2026 · 10:00 AM PDTFinance teams are already putting AI to work in their day-to-day processes.
We’ve seen teams use AI to identify AR exceptions, flag AP anomalies and T&E violations, reconcile cash, and streamline the billing-to-revenue recognition process.
We’re... -
Friday, July 31, 2026 · 11:30 AM PDTThe best time to fix a revenue discrepancy is before you lock the period.
In this session, learn how to validate recognized and deferred revenue, interpret rollforward reports, trace discrepancies to their source, and confidently explain period-o... -
Wednesday, July 29, 2026 · 10:00 AM PDTBefore you use AI on company data, you need to set up a foundation you can trust.
Maxio executives Jon Cochrane, CFO, and Chris Weber, CPO, demonstrate how to safely connect tools such as Claude, ChatGPT, Codex, and MCPs to your financial data, b... -
Thursday, July 23, 2026 · 9:00 AM PDTIf month-end close still feels reactive, this session is for you.
In this session, we’ll walk through the full close process in Maxio, from pre-close readiness checks through billing validation, and report review. You'll learn how to avoid the thr... -
Thursday, June 25, 2026 · 9:00 AM PDTOnce your Revenue Recognition process is working smoothly, the next challenge is keeping it that way.
In this session, we'll cover operational best practices for maintaining reporting accuracy as your business grows — including how to establish a... -
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Thursday, June 18, 2026 · 9:00 AM PDTWhen revenue reports don't match expectations, knowing where to start can be half the battle.
In this session, we'll walk through a practical diagnostic framework for identifying and resolving the most common Revenue Recognition issues in Maxio —... -
Tuesday, June 16, 2026 · 1:00 PM EDTEvery month, the same questions. Did we recognize that correctly? Is the deferred balance right? Where does this forecast actually land?
Join Josh for a hands-on walkthrough of the revenue workflow finance teams can run every month — classificati... -
Thursday, June 11, 2026 · 9:00 AM PDTIf you've ever wondered why revenue doesn't align with billing, or felt unsure about the impact of a subscription change, this session is for you.
Learn how billing, deferred revenue, and recognized revenue work together in Maxio, and how common ... -
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Thursday, May 28, 2026 · 9:00 AM PDTAs you scale, manual billing requests can slow your team down. In this session, we’ll explore how to enable self-service experiences that reduce support burden.
You’ll learn how to set up self-service workflows, use customer portals effectively, ...
Past
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Monday, August 18, 2025 · 9:00 AM EDTTech check for Thursday's webinar
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Wednesday, September 18, 2024 · 2:00 PM CDTDry run & tech check for Thursday's UBP Webinar
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Series
