5 Trends in Enterprise Planning – Driving Profitable Growth in 2023

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

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.


Lessons from SaaS Leaders – Aligning Your Budget to Changing Business Goals

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
  • Duration: 60 minutes
  • Watch Now

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

FP&A Trends & Tips – Navigating Today’s Challenging Business Environment

Shangri-La, The Fort, Manila

Shangri-La, The Fort, Manila

Sponsored by JustPerform

  • Join us for this informative in-person event where we will discuss how effective FP&A processes and systems are essential to navigating the business challenges of today and tomorrow.
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Paco Magsaysay, CEO Carmen’s Best; Shameek Bhushan, Chief Growth Officer, Kranthi Kumar, Chief Innovation Officer, JustPerform
  • View Agenda
  • Location: Shangri-La, The Fort, Manila
  • Date: September 20, 2022
  • Time: 11:00 AM – 2:00 PM (Philippine Standard Time)
  • Registration Closed


The Pulse of Performance Management 2022 – Transform, Extend, Evolve

  • 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

8 Key Reasons for Mid-Sized Companies to Modernize Consolidation

Sponsored by Talentia

  • Join this informative webinar and discover market trends around consolidation, close and reporting impacting the mid-market. Also hear directly from a corporate controller about key challenges they needed a modern consolidation solution to address.
  • Speaker(s): Frank Acquanita, Corporate Controller, Ashcroft Engineering; Antonino Volpe, Group CFO, Valagro; Richard Bavington, General Manager, Talentia North America; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: May 2022
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

  • These financial systems used to be for the Fortune 500 and too expensive, lengthy to implement, and complex to use for mid-size companies. This has all changed and now the mid-market can benefit from cost efficient consolidation systems to deliver benefits such as: 
    • Faster consolidation and close
    • Greater analysis capabilities
    • Better planning and performance control

Hitting Key Milestones in Your FP&A Journey

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.

The Pulse of Financial Close and Consolidation

Sponsored by Fluence Technologies

  • Join BPM’s Craig Schiff and a panel of experts to get your finger on the pulse of financial close and consolidation, why it’s critical to get it right, how technology can help you do it, and the results you should expect across your business.
  • CPE Credits: 1.0
  • Speaker(s): Guy Menard, VP Operations, Fluence Technologies; Harjot Gai, Co-Founder and COO, Delbridge Solutions; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: October 2021
  • Duration: 60 minutes
  • Watch Now 

Key topics covered:

  • Hear what over 450 finance leaders think about financial consolidation and how to get it done right
  • See examples of common misconceptions about the value, complexity, and availability of modern consolidation software
  • Recognize how to tell if your business needs consolidation software, and the results you should expect from it
  • Determine process and technology best practices from quantitative research and consolidation case studies
  • Identify essential features of today’s top-rated consolidation software solutions

Why Your Organization Should Unify Planning and Analytics

Sponsored by Acterys

  • The event will feature demonstrations and real-life case studies on how some of the world’s leading organizations have realized significant process and cost-savings benefits by unifying analytics and planning.
  • Speaker(s): Martin Kratky, CEO Acterys; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: September 2021
  • Duration: 66 minutes
  • Watch Now (no registration required)

Key topics to be covered:

  • Why integrating planning and analytics processes is key
  • How a unified platform helps enterprises rapidly respond to change
  • How to utilize write-back enabled, 3-way forecasting and driver-based planning within Power BI
  • How a global organization cut forecasting time from 4 weeks to 3 hours (customer case study)

Integrated Planning: Are You Ready For What’s Next?

Sponsored by Wolters Kluwer

  • Join us for an engaging discussion on what comes next for uniting financial and operational planning, the challenges that lay ahead and how your organization can take advantage of the technologies, such as Predictive Intelligence within the finance function.
  • Speaker(s): Rob Honens, CCH Tagetik and Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: September 2021
  • Duration: 60 minutes
  • This Webcast is No Longer Available

Executive Summary:

The Office of Finance has had a crazy couple of years between re-forecasting, re-planning, and re-organizing their businesses in the moment, while also keeping a pulse on the future. The market trend is that CFOs are now expected to be more strategic, providing insights and not just numbers. Thus, increasing the need for greater agility, continuous forecasting, scenario modeling, ad hoc reporting and analysis and accelerating the adoption of new finance systems. We will cover:

  • Industry leaders’ perspective: Where is finance headed
  • Challenges that lay ahead and how to overcome them
  • How to take advantage and factor predictive capabilities into your processes and systems