Upcoming Event: EPM Summit 2026

/in /by BPM Partners

Hosted by Darwin Analytics in Collaboration with BPM Partners

  • A unique multi-vendor event focused exclusively on EPM/CPM + AI, and Analytics. If you are considering a new solution, or just want to quickly get up to speed on the state-of-the-art, there is no better way to gather the information you need. Hear from leading EPM vendors, customers, consultants, and analysts. Featuring over 120 sessions including hands-on product demos, best practice discussions, roundtables, panels on topics such as the use of agentic AI with EPM, and much more.
  • Designed for: CFOs, FP&A leaders, Controllers, Senior Finance and Accounting Professionals and their teams
  • Dates: February 17-20, 2026
  • Location: Bellagio Resort, Las Vegas, Nevada
  • Register or Learn More (coming soon)
  • Join the Waitlist

Solution Areas Covered:

  • Budgeting, Planning, and Forecasting
  • Financial Consolidation, Close, and Reporting
  • AI/ML, GenAI, agentic AI
  • Workforce Planning
  • Revenue Performance Management
  • Sales Performance Management
  • Demand Planning
  • Supply Chain Planning
  • Analytics and Dashboards

Current Exhibitors/Participants (check back periodically for new additions):

  • Vendors: Anaplan, CCH Tagetik/Wolters Kluwer, Darwin Analytics, JustPerform/insightsoftware, Pigment, Planful, Prophix, SAP, Vena, Workday
  • Consultants: Delbridge Solutions
  • Analysts: BPM Partners

LIVE: Top Global CPM Trends to Watch in 2026

/in /by BPM Partners

  • Hear research-based insights from the joint BARC and BPM Partners Global CPM Trend Monitor 2026
  • Speakers: Dr. Christian Fuchs, Senior Analyst, BARC, Craig Schiff, CEO and Lead Analyst, BPM Partners, Prophix, Vena, Virtivity
  • Date: December 8, 2025
  • Time: 10:00 am ET/4:00 pm CET
  • Duration: 1 hour, 30 minutes  (includes research overview from the analysts, followed by three vendors demonstrating how they address these priorities)
  • Register or Learn More
  • View related report here.
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

What are the hottest performance management trends for 2026? How have they evolved over time? What are the implications for your projects?  Compare your thoughts with the results of our latest survey and learn what almost 1,000 CPM practitioners think. Learn which CPM trends are making waves in the market. See how best-in-class companies differ from the rest. This webcast will also feature three global vendors demonstrating how their offerings address these priorities:

7 Ways to Modernize Financial Consolidation and Reporting

/in /by BPM Partners

Sponsored by: Anaplan

  • Financial consolidation is evolving rapidly as enterprises juggle multiple ERPs, stricter reporting requirements, and rising expectations for real-time insight. Join us for this must-see webinar with BPM Partners and Anaplan to uncover the seven realities shaping modern consolidation and what matters most for the next stage of your finance modernization.
  • CPE credit eligible (live event only)
  • Speakers: James Glau, Anaplan, John Colbert, VP Advisory Services, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: October 22, 2025
  • Duration: 60 minutes
  • Watch Now
  • View related whitepaper here.
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us as John Colbert moderates a discussion with Craig Schiff and James Glau on things you may not be aware of about financial consolidation solution considerations. You will also have a chance to submit your own questions.

Planned Topics:

  • The seven key factors that set modern consolidation approaches apart
  • How to benchmark your current processes and identify areas for improvement
  • When specialized tools make sense — and why integration with planning is critical
  • How AI enhances data mapping, anomaly detection, and narrative reporting

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.

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.

Forecast Methodologies – Latest Trends and AI Use

/in /by BPM Partners

Hosted by the FP&A Hub (formerly Plan Buddies)

Executive Summary

Key takeaways from this session include:

  • Benchmarking Insights: See how your forecasting approach compares to peer organizations
  • AI’s Role in Forecasting: Understand how AI is shaping forecasting accuracy and adoption
  • Choosing the Right Solution: Key factors to consider when selecting a new forecasting tool

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!