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Upcoming Live Webcasts

New webcasts coming soon!

Archived OnDemand Webcasts

The Pulse of Performance Management 2014:

What You Need to Know About BPM Applications, Technologies, and Vendors

Replay Now Available - Originally Broadcast May 29, 2014

This annual web event will provide you with the information and strategies you need to confidently take the next steps with your budgeting, forecasting, consolidation, reporting, or analytics initiative. Whether you are still in research mode, have already rolled out a system, or are anywhere in between this webcast will include information that will enable you to maximize your success. This webcast will highlight the following:

  • Core vendors for 2014 and their customer satisfaction ratings
  • Best new vendor of the year
  • What users of cloud-based performance management see as the real pros and cons
  • Latest trends in predictive analytics, collaboration, data visualization, and mobile from the BPM Pulse survey and how they may impact your performance management project
  • The new focus on execution and what it means in terms of product capabilities


After watching the replay you can ask questions/leave comments here: Q&A

Budgeting and Forecasting for Midmarket Companies:

When and How to Make the Move from Spreadsheet-Only Solutions

Replay Now Available - Originally Broadcast October 9th, 2013

This web event is designed to help midmarket companies smoothly and confidently make the move from spreadsheets to packaged applications for budgeting and forecasting. During this session attendees will learn:

  • Key warning signs that you have outgrown spreadsheets
  • Best practices for identifying, evaluating, and implementing the ideal packaged solution for your needs
  • Steps to minimize, costs, timeframe, and risks
  • How to justify the move to management

The Pulse of Performance Management 2013:

What You Need to Know for Budgeting, Reporting, and Consolidation Success

Replay Now Available - Originally Broadcast April 25, 2013

This annual web event will provide you with the information and strategies you need to confidently take the next steps with your performance management initiative. Whether you are still in research mode, have already rolled out a system, or are anywhere in between this webcast will include information that will enable you to maximize your success. This webcast will highlight the following:

  • Core vendors for 2013 and their customer satisfaction ratings
  • Best new vendor of the year (and an update on last year's winner)
  • Latest trends in analytics, cloud, mobile from the BPM Pulse survey and how they may impact your performance management project
  • How to determine if you have outgrown spreadsheet-only systems

Don't Get Left Behind

Why It's Time to Replace Spreadsheet Budgeting

Replay Now Available - Originally Broadcast October 23, 2012

Too many financial planners are relying on spreadsheets when there are better options available. With time-to-market speed so crucial in today’s marketplace, it’s difficult to justify a spreadsheet-based process that could take as long as six months just to create a budget. Finance people need to get smarter, faster, more efficient and more accurate in their reporting. It’s time that they move beyond the spreadsheet.

Improving Performance Management: The Essential Ingredients

An APQC Financial Management Community Event

Replay Now Available - Originally Broadcast May 24, 2012

This webcast covered the following topics:

  • Why and how to integrate the full range of BPM processes, which include financial and operational planning, consolidation, reporting and KPI monitoring;
  • How to ensure that the information going into a BPM system (and how it is presented and packaged) is relevant to current organizational needs;
  • How to effectively measure the right metrics and KPIs and help business leaders achieve corporate objectives.

After clicking on the replay button below you will need to click on the View Now button on the landing page.

Turn on a Dime

Leveraging a Unified Financial Model for Agility and Growth

Replay Now Available - Originally Broadcast May 2, 2012

In this webinar you'll learn the secrets of becoming a forward-looking enterprise that leverages tools to manage proactively, and collaboratively during times of economic uncertainty. Specifically, learn how a unified model of your operational and financial performance can deliver one version of the past and present, and multiple views of your future. Featuring a real world case study of Sun Life Financial.

The Pulse of Performance Management 2012:

Key Vendors and Essential Strategies for Your Budgeting, Planning, Reporting, and Consolidation Systems

Replay Now Available - Originally Broadcast April 24, 2012

Better Budgeting and Planning

Leading the Charge Toward Agility

Replay Now Available - Originally Broadcast November 3, 2011

Finance departments continue to be undermined by many of the same problems: budgets are not aligned with strategy, financial reporting processes are slow and complex, and key business information is not available quickly enough to decision-makers. The use of corporate performance management systems is considered a best practice in addressing these issues. In this webinar, you will learn how companies can quickly expand beyond historic data gathering and traditional analysis to incorporate a more thorough understanding of what factors truly drive performance.

Performance Management to Maximize Financial Institution Profitability

Included: 5 Common Deployment Mistakes to Avoid

Replay Now Available - Originally Broadcast August 18, 2011

For more than a decade, the banking industry has held business growth as the chief priority in its strategic agenda. But in the aftermath of the global recession, financial institutions are under more pressure than ever to create value and profitability, all amid a landscape of tighter margins.

For this reason, financial institutions are expanding their use of technology for budgeting, planning, forecasting and broader performance management needs, including:

  • Profitability planning and analysis

  • Planning and modeling for the entire P&L, including interest rates, spreads, growth, non-interest income, capital and payroll

  • Integrated balance sheet planning, such as runoffs, new volumes, projections of loans and deposits

  • M&A modeling at the legal entity, region, branch and portfolio level with detailed cash flow analysis

In this complimentary webinar, you’ll learn the benefits of an enhanced focus on performance management activities, how it can address the challenges unique to the banking and financial services industry and strategies to avoid five of the common mistakes companies make in deploying performance management applications.

Beyond the Hype 2011

Achieving The Holy Grail of Performance Management

Replay Now Available - Originally Broadcast on January 20, 2011

This webcast will put you on the path to achieving 'the holy grail of BPM': the successful integration of strategic, financial, and operational performance management. Utilizing data from the BPM Pulse survey and our field work with hundreds of organizations we will share our findings on how other companies have approached this challenge. In addition, as in years past, we will examine the latest customer satisfaction ratings for the leading vendors and reveal our selections for the 2010 new vendor of the year and 2011 core vendors to be considered for your project.

Virtual Roundtable: Emerging Trends in Finance

Replay Now Available - Originally Broadcast June 29 , 2010

This session will cover the latest trends in finance, supported by both independent research and the first-hand experience of your peers. Topics will include the finance department's migration from cost cutting measures in 2009 to the performance improvement focus of 2010.


Prior Webcasts

Although replays are no longer available, BPM Partners can include the content of these sessions in a BPM Master Class delivered on-site.

Making Collaboration Work in Financial Consolidation and Disclosure

Reducing Risks and Costs

Originally Broadcast October 27, 2011

Reduce Time, Costs, and Risks

In Financial Consolidation and Disclosure Management Processes

Originally Broadcast April 13, 2011

The Strategic Need to Automate the Last Mile of Finance

Originally Broadcast March 31, 2011

Collaborative Disclosure Management

All About Filling the Gap

Originally Broadcast November 23, 2010

Beyond the Hype 2010: The Importance of Performance Management

How to Get More Performance Management for Less Cost and Risk

Originally Broadcast January 21, 2010

World-class Performance Management

Not Just for the Fortune 500

Originally Broadcast September 22, 2009

How to Use BPM to Drive Profitability and Cost Optimization

Originally Broadcast July 30, 2009

The Hidden Secrets of Performance Dashboard Success

Originally Broadcast May 20, 2009

Getting Results from BPM: A Guide for Energy Professionals

Originally Broadcast May 19, 2009

Operational Performance Management Using SaaS

Originally Broadcast May 12, 2009

Beyond the Hype 2009

An Unbiased Review of BPM Vendors, Trends and Customer Satisfaction

Originally Broadcast January 22, 2009

Strategic Financial Consolidation Process

Reduce the Cycle Time

Originally Broadcast November 12, 2008

The CFO's Guide to Unified and Open Performance Management

Understanding the Value of these Critical Success Factors

Originally Broadcast October 21, 2008

Spreadsheet Chaos to Integrated BPM Application

Six Steps to Success

Originally Broadcast September 23, 2008

IFRS Readiness: Preparing for the Inevitable

Proactive First Steps for the 2009 Deadline

Originally Broadcast September 11, 2008

Moving from Legacy Business Intelligence to Optimized BPM

Challenges, Benefits, and Tips for Upgrading Your BI Platform

Originally Broadcast July 16, 2008

Strategic Budgeting

Aligning Budgets to Business Performance Planning

Originally Broadcast June 17, 2008

Proactive Performance Management

Budgeting and Planning that Yields Results

Originally Broadcast June 12, 2008

Frequent Forecasting

For Improved Business Performance

Originally Broadcast April 8 , 2008

A CFO's Guide to Analytics

A Business Finance Influencers Webcast

Originally Broadcast April 3, 2008

Practical BPM

The Essential Guide

Originally Broadcast February 12, 2008

Beyond the Hype 2008

The Annual Unbiased Guide to BPM Vendors, Trends, and Customer Satisfaction

Includes: Inaugural BPM Partners Vendor Landscape Matrix, List of "Core" Vendors for 2008 and 2008 BPM Pulse Survey Satisfaction Ratings
Originally Broadcast January 15, 2008

The Evolution of Corporate Performance Management

The Trend Toward Unified Management of Financial and Operational Processes

Originally Broadcast November 29, 2007

How Finance Teams Can Achieve New Levels of Success in 2008

Best Practices of Top-Performing Finance Teams

Originally Broadcast November 6, 2007

Best Practices in Performance Management Implementations

Learn from the Experts

Originally Broadcast October 25, 2007

Critical Performance Management Components for SMBs

Why You Need More than Excel for Budgeting, Planning, and Reporting

Originally Broadcast September 26, 2007

The Transition from Spreadsheet Budgets

SMBs Making the Move

Originally Broadcast September 12, 2007

How Integrated Financial Compliance Lowers the Cost of SOX

The Convergence of Performance Management and GRC

Originally Broadcast July 12, 2007

Virtual Finance Forum

Virtual Conference and Exhibition for Finance Executives

Originally Broadcast June 19, 2007

Transform Your Planning

Success Stories from Mid-Market Companies

Originally Broadcast June 19, 2007

Integrated BI and BPM for the Mid-Enterprise

Featured Case Study: Denver Water

Originally Broadcast April 24, 2007

Predictive Performance Management

Featured Case Study: Wachovia

Originally Broadcast April 10, 2007

Budgeting Best Practices Series

Moving from Spreadsheets to a Performance Management System

Originally Broadcast February 20, 2007

Beyond the Hype 2007

Fifth Annual Unbiased Review of BPM Vendors and Trends

Originally Broadcast January 18, 2007

BPM Benchmarking: A Webcast Event

How Do Your Budgeting and Forecasting Processes Stack Up?

Originally Broadcast December 5, 2006

The Next Generation of Performance Management

The Road to Becoming a Predictable Enterprise

Originally Broadcast November 15, 2006

Predictive Analytics 101

What It Is  and How It Can Improve Your Business Performance

Originally Broadcast October 18, 2006

Performance Management 2.0

Beyond the Basics

Originally Broadcast September 27, 2006

Taking BPM to the Next Level

GE Healthcare's Formula for Extending BPM Beyond Financial Planning

Originally Broadcast September 26, 2006

Simple Steps for Improving This Year's Budgeting Process

A Webcast

Originally Broadcast June 20, 2006

BPM Revealed: The Naked Truth About Implementation

A Business Finance Influencers Webcast

Originally Broadcast May 23, 2006

Critical Steps to Automating BPM in the Professional Services Industry

Focus on Budgeting and Planning

Originally Broadcast May 10, 2006

Aligning Sales Performance with Strategic Objectives

Through Incentive Compensation

Originally Broadcast April 26, 2006

From Performance Management to Predictable Performance

Powering the Predictable Enterprise

Originally Broadcast April 13, 2006

Driving Revenue Goals While Efficiently Using Human Capital

With Driver-Based Budgeting

Originally Broadcast April 5, 2006

Best Practices in Selecting Performance Management Software

Key Steps to Identifying the Ideal Solution

Originally Broadcast March 22, 2006

Chart of Accounts Standardization

Mastering Financial Meta Data

Originally Broadcast March 14, 2006

Beyond the Hype 2006

An Unbiased Look at BPM Vendors and Trends

Originally Broadcast January 19, 2006

Best Practices in Budgeting, Forecasting, and Reporting

Convert an Annual Headache into a Competitive Advantage

Originally Broadcast November 10, 2005

Everything You Ever Wanted to Know About Budgeting And Planning

An Expert Panel Discussion

Originally Broadcast November 2, 2005

Jumpstart Your BPM Initiative with Portal-Based Dashboards

Real World Benefits and Best Practices to Assure Success

Originally Broadcast September 27, 2005

BPM 101

What is Business Performance Management and What are the Benefits?

Originally Broadcast May 4, 2005

Launching a BPM Initiative

10 Steps to Success

Originally Broadcast March 30 , 2005

Beyond the Hype 2005

An Unbiased Look at BPM Vendors and Trends

Originally Broadcast February 1, 2005

Keys to Successful KPI Development and Implementation

Originally Broadcast November 17, 2004

BPM/CPM for the Mid-Market Financial Services Firm

Originally Broadcast September 8, 2004

How to Build the Business Case for BPM

Taking BPM from Vision to Reality: Getting Your Initiative Off the Ground
Originally Broadcast July 28, 2004

BPM Strategies 2004

Online Conference and Expo
Originally Broadcast March 25, 2004 

Maximizing Performance Management ROI
Getting Your Requirements Right First

Online Virtual BPM Trade Show ran from January 21 - April 14, 2004

Beyond the Hype 2004
An Unbiased Look at BPM Vendors and Trends
Originally Broadcast January 8, 2004

BPM Consulting Guide Live!
The Truth about BPM Implementations


Beyond the Hype: The Truth About BPM Vendors 2003

Too many choices, not enough information?

BPM 101: Navigating the Treacherous Waters of BPM


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OnDemand: Webcast

Pulse 2014: Applications, Technologies, and Vendors


OnDemand: Webcast

Budgeting and Forecasting for the Midmarket

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