• This is the 20th Anniversary 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 2023 BPM Partners’ Core Vendor list, Best New Vendor for 2023, BPM Pulse customer satisfaction ratings, and the 6th Annual BPM Pulse Awards.
• Speaker: Craig Schiff, CEO and Lead Analyst, BPM Partners
• Originally Broadcast: June 2023
• Duration: 63 minutes
• Watch Now
• Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Today it’s not enough for BPM/CPM/EPM/FP&A Systems to just meet your basic business requirements. Modern solutions must integrate financial, operational, and strategic planning as well as seamlessly connect with a growing number of source systems. To improve accuracy as well as reduce errors today’s solutions need to leverage both financial intelligence (a built-in understanding of income and expense, asset and liability, balance and flow) as well as Artificial Intelligence (for data quality, predictive capabilities, insights, automation, and more). The best solutions do all of this while also managing to be intuitive to use, which is what users tell us they are actually looking for when they say that ease-of-use is their top priority. We will discuss all of these topics in more detail during the webcast. Also included:

• An update on priorities for operational/extended planning, and who should oversee this expansion
• How current economic conditions are impacting requirements priorities for the next 12 months
• The changing landscape of consolidation and close solutions
• New for 2023: A look at time to payback for leading solutions
• As always, the key vendors to consider for your performance management project will be identified and reviewed based on their core, specialized, and advanced functionality, latest enhancements, market success, and customer satisfaction

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.

Sponsored by Vena 

• Your long-range plan has been rethought and your revenue targets set. But how can you orchestrate a budget for the next fiscal that will help you maintain growth when resources are tight and ongoing disruption means your plans could change on a dime?
• Speaker(s): Steve Player, Principal Consultant, BPM Partners/Future Ready Finance; Harjot Ghai, COO, Delbridge Solutions; Chris Ortega, CEO, Fresh FP&A
• Originally Broadcast: September 2022
• Read the Blog Summary

Executive Summary:

During this panel discussion you will learn how to:

• Optimize cash flow against strategic priorities
• Drive business-wide alignment on budget requests and priorities against revenue targets
• Alleviate tension caused by gaps between your bottom-up and long-range plans
• Design compensation plans that will motivate behaviors aligned with strategy
• Set the groundwork for an agile, ongoing planning process

• Now in its 19th year, this annual web event will quickly get you and your team up to speed on everything important happening in budgeting, planning, forecasting, consolidation, reporting, and analytics.
• See the 2022 BPM Partners’ Core Vendor list, Best New Vendor for 2022, BPM Pulse customer satisfaction ratings, and the 5th Annual BPM Pulse Awards.
• Speaker(s): Craig Schiff, CEO, BPM Partners
• Originally Broadcast: June 2022
• Duration: 70 minutes
• This Webcast is No Longer Available.
• Look for the 20th Anniversary Pulse of Performance Management Webcast on June 8, 2023. 
• Questions about performance management vendors? Speak with one of our experts: here.

Executive Summary:

Today almost all FP&A groups are making significant changes, but each at their own pace.  Some are part of a broad finance transformation initiative, others are focused on extending planning and analysis into operations, still others are simply evolving from static FP&A processes to more dynamic ones. How do you decide which approach is right for you? In addition, consolidation capabilities are growing in importance and showing up everywhere. Is it time for your organization to modernize your consolidation approach? Also included:

• New for 2022: An expanded analysis of operational planning – what companies are specifically looking for, and what the vendors are actually offering
• New for 2022: How to tell consolidation solutions apart – focused vs. comprehensive vs. non-existent
• New for 2022: Customer interest and vendor support for new areas of focus such as ESG reporting and analysis
• As always, the key vendors to consider for your performance management project will be identified and reviewed based on their core, specialized, and advanced functionality, latest enhancements, market success, and customer satisfaction

Sponsored by Jedox

• This IMA Inside Talk Webinar will help you identify where your FP&A processes stand now, where you should be in 2022, and how to proactively plan for next steps.
• Speaker(s): Dr. Liran Edelist, President, Jedox, Inc.; Craig Schiff, CEO, BPM Partners
• Originally Broadcast: March 2022
• Duration: 62 minutes
• Watch Now

Executive Summary:

• Rethinking FP&A (Financial Planning & Analysis) can help your organization meet and exceed its objectives. Join us as Dr. Liran Edelist, President of Jedox, Inc., and Craig Schiff, CEO of BPM Partners, discuss the golden standards of various FP&A processes such as setting KPIs, forecasting frequency, reporting, etc. They will reveal the key factors you will need to exceed expectations and make timely business decisions for your organization. You don’t want to miss this interactive session. Register now to reserve your spot.