5 Trends in Enterprise Planning – Driving Profitable Growth in 2023

/in /by BPM Partners


Sponsored by Wolters Kluwer

  • During this session we will review 2023 trends and drivers for change, the FP&A roadmap, and evolving to Integrated Business Planning.
  • Speaker(s): Michael Conley, Director, Wolters Kluwer; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: January 2023
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

  • Enterprise planning in 2023 is rife with challenges (and uncertainty). But how do senior management teams align around strategic goals and tactical plans to enable effective decision-making? Join us to discover how Integrated Business Planning (IBP) is changing how organizations use financial and operational data – and bridging the gap between goals and execution.

The Journey to FP&A Excellence

/in /by BPM Partners

Sponsored by Unit4

  • During this session we will share peer research related to financial and operational challenges and planned solutions, current priorities, our FP&A maturity model so you can identify your own current status and plan next steps, and key features required in a modern FP&A software solution.
  • Participants: John Leahy, Senior Solution Consultant, Unit4; Craig Schiff, CEO, BPM Partners
  • Recorded: December 2022
  • Duration: 45 minutes
  • Register
  • View related whitepaper here.

Executive Summary:

From number crunchers to strategists, the Office of Finance has evolved during these uncertain times. Confidence in the numbers, dealing with market volatility, growth, digitization, and attracting, developing, and retaining staff have become more and more challenging. In times of uncertainty, it’s important for businesses to remain agile. Having the right FP&A team, processes, and software in place is a key step to future planning.

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The Road to FP&A Excellence

/in /by BPM Partners

Sponsored by Unit4

  • A guide to modernizing your financial planning and analysis: knowing when and where to begin, how to establish ROI, and what milestones to aim for.
  • Author: BPM Partners
  • Date: December 2022
  • Pages: 16
  • Request your copy today by completing the White Papers Request form.
  • View related webcast here.

Executive Summary:

It may be time to launch your Finance department’s journey to efficient, high-performing financial planning and analysis (FP&A). Asking yourself a few pointed questions about how finance processes are working at your company can probably reveal the answer quickly. The actual modernization of FP&A can be handled as an incremental evolution, a phase-by-phase extension of existing capabilities, or a full-fledged transformation of these functions. This whitepaper looks at the overall journey to more effective, modern FP&A, and should help Finance groups prepare for a successful transition.