The Pulse of Performance Management 2025: AI + BI + CPM

/in /by BPM Partners

  • This is the 22nd edition of our annual web event designed to quickly get you and your team up to speed on everything important happening in budgeting, financial planning, forecasting, operational planning, consolidation and close, financial and operational reporting, ESG planning and reporting, AI, and analytics.
  • See the 2025 BPM Partners’ Core Vendor overviews and latest developments, Best New Vendor for 2025, BPM Pulse customer satisfaction ratings, and the 8th Annual BPM Pulse Awards.
  • We will examine the adoption status of AI in finance, the expanded role of BI, and the latest CPM developments including new operational applications.
  • The impact of recent acquisitions, investments, and major new vendor releases will be discussed as well.
  • Speaker: Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: June 2025
  • Duration: 62 minutes
  • Watch Now
  • Learn more about the vendors covered during this webcast in our 2025 – 2026 Vendor Landscape Matrix report (Coming Soon).
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us for an in-depth look at the latest trends and developments in performance management (BPM/CPM/EPM) and the capabilities organizations need to navigate today’s shifting economic landscape. We will cover:

  • The impact of insightsoftware’s acquisition of JustPerform on this market
  • Vendor plans for Agentic AI
  • New operational applications
  • Top priorities of your peers for financial planning, operational planning, consolidation, analytics, AI and reporting
  • As always, the key vendors to consider for your small, midmarket or enterprise performance management project will be identified and reviewed based on their core, specialized, and advanced functionality, latest enhancements, market success, and customer satisfaction

Podcast: The State of Strategic Finance 2025

/in /by BPM Partners

Sponsored by Vena

  • On this episode of The CFO Show we discuss what’s driving finance leaders’ strategic planning in 2025—and what’s next.
  • Based on data in Vena’s 2025 State of Strategic Finance Report developed in collaboration with BPM Partners.
  • Whether you’re navigating change, adopting new technology, or planning your next move, this episode is your roadmap.
  • Speakers: Melissa Howatson, CFO, Vena; Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Released: May 6, 2025
  • Listen (or watch) The CFO Show podcast on:

On this episode, we unpack:
📈 Why finance leaders are more optimistic than expected
🤝 The rise of cross-functional collaboration
👉 How AI is being used in finance
📊 Hallmarks of mature, high-performing finance teams
💼 Tackling talent shortages and scaling

 

Equipping Your Finance Team to Lead Strategically and Survive the Chaos

/in /by BPM Partners

Sponsored by: insightsoftware

  • The pressures of market volatility, regulatory changes, and geopolitical disruptions demand more than just resilience. They call for strategic leadership guided by data-driven decisions delivered through unified solutions that streamline planning, closing, and reporting.
  • Speakers: Bryan Motteram, insightsoftware, John Colbert, VP Advisory Services, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: May 2025
  • Duration: 25 minutes
  • Watch Now
  • View related whitepaper here (coming soon).
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us as John Colbert moderates a fireside chat with Craig Schiff and Bryan Motteram as they share timely insights and data from BPM Partners’ recent Pulse survey. This is your chance to prepare your finance team not only to survive the chaos but to lead strategically within it.

Our goal is to explore how to:

  • Break down the barriers of legacy systems and streamline your processes
  • Equip your team to enable timely, informed decisions with improved data accuracy
  • Optimize your workflows for maximum efficiency and measurable ROI

Whether your team is bogged down by complex Excel routines, or you’re seeking to enhance the tools you already have, this session will provide actionable insights tailored to your needs as you navigate this period of uncertainty.