How CPM Modernizes Finance for Banking and Financial Services

/in /by BPM Partners

Sponsored by: OneStream Software

  • Finance organizations, particularly in Banking and Financial Services, are being asked to do more than ever. However, with historically siloed and often manual finance processes, as well as underinvestment in finance modernization across accounting, FP&A and treasury, CFOs are finding it increasingly difficult to scale their organizations and meet the evolving demands placed on their teams. That’s where Corporate Performance Management, or CPM, can play a critical role.
  • Speakers: OneStream Software, Atlantic Union Bank, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: March 2025
  • Duration: 60 minutes
  • On demand replay is not available for this webcast
  • View related whitepaper here.
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us as experts from BPM Partners and OneStream discuss how a modern CPM platform can transform finance operations and modernize the office of the CFO in the Banking and Financial Services industry. Discover how OneStream’s unified platform can serve as the operating system for finance and bring together processes from across accounting, FP&A and Treasury into a single solution, driving significant value and efficiencies while reducing operational risk, and delivering rich, actionable insights.

After attending this webinar, participants will be able to:

  • Identify the ways Finance organizations and their needs differ in Banking and Financial Services relative to other industries
  • Explore the key operational challenges facing finance teams in Banking and Financial Services today and how a modern CPM solution addresses those issues
  • Understand the importance of Corporate Performance Management (CPM) solutions and the role they play in Finance organizations, specifically across Banking and Financial Services
  • Discover the foundational capabilities of the OneStream platform and how it serves as the operating system for modern finance, unifying data and processes across accounting, FP&A and treasury
  • Learn from a real-world customer case study how OneStream and BPM Partners deliver value through streamlined processes, actionable insights, and scalable solutions

Strategies in Driving AI Adoption in a Modern Finance Organization

/in /by BPM Partners

Sponsored by: Vena

  • This live presentation was part of Excelerate Finance 2025 and covered frameworks for secure and scalable AI adoption.
  • Speaker: John Colbert, VP, Advisory Services, BPM Partners
  • Location: Las Vegas, NV
  • Recording Date: May 14, 2025
  • Duration: <30 minutes
  • Watch the Recording
  • Go beyond the event and get your detailed questions answered here.

Executive Summary:

Have you been intrigued by the promise of AI for FP&A but haven’t dived in yet because you’re not sure how to navigate the security implications? This session will explore practical strategies for managing the complexities of AI adoption, including a framework for effective AI governance and risk management that will help you to address key concerns around data integrity, privacy, and transparency.

How to Navigate CPM Market Dynamics in 2025

/in /by BPM Partners

Sponsored by: Unit4 FP&A

  • During this interactive discussion we will review and analyze the findings of the 2025 BARC/BPM Partners Global CPM Trends and Priorities Report.
  • Speakers: Oliver Sullivin, Director – Global FP&A, Unit4, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: March 2025
  • Duration: 45 minutes
  • Watch Now
  • View related report here.
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Learn how data-driven strategies are transforming budgeting, forecasting, reporting, and decision-making. This session will unpack the key trends shaping CPM adoption and priorities for 2025, giving you the knowledge to enhance your organization’s performance and stay ahead in a competitive landscape.

In the webinar we will cover some key takeaways from the report, such as:

  • Current Trends: Self-service planning is a top priority, with 68% of respondents already using it as a key feature. We’ll explore this alongside other trends, such as Cloud adoption (50%), and how they evolve.
  • Planned Usage: Examining planned features offers a glimpse into the future CPM market, highlighting upcoming competitive drivers and why some features remain underutilized.
  • Learning from the Best: Discover how top-performing organizations prioritize features like Cloud, AI, and BI/analytics to achieve success.

Don’t miss this opportunity to unlock valuable insights and reimagine your approach to CPM!