Podcast: Navigating Business Performance Metrics

Sponsored by Vena

  • Learn how to develop meaningful and actionable key performance indicators.
  • Understand the differences between a KPI, metric, and OKR, a dashboard, scorecard, and performance dashboard.
  • Speakers: Melissa Howatson, CFO, Vena; Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Released: March 19, 2024
  • Listen (or watch) The CFO Show podcast on:
  • See a Preview: #1, #2
  • Go beyond the podcast and get your detailed questions answered here.

Executive Summary:

When it comes to metrics, less is more, and unpacking the crucial components is key to drive business performance management and strategic business success. Listen for a deep dive into navigating the complexities of business performance metrics and creating synergy between strategy and execution. During this podcast we unpack the crucial components — dashboards, scorecards, KPIs, and metrics — that drive business performance management and strategic business success. We discuss the mismatch between technological progress and the slow evolution of organizational processes and culture in performance management. This conversation is filled with practical advice.

Discussed in the podcast:

  • The challenges of today’s performance management and business metrics.
  • How the Office of Finance can take the lead when it comes to performance culture within the business.
  • Differences between dashboards, scorecards, KPIs, and metrics.
  • Common pitfalls companies face, from static approaches to KPI development to internal political resistance that hinders strategic execution.
  • How to align business strategies with performance measures and foster a productive and enjoyable work culture.

 

The Best FP&A Tools for 2024

Hosted by Plan Buddies

  • Learn what companies are looking for in an FP&A tool.
  • See our best practice recommendations based on hundreds of FP&A projects.
  • Discover the best FP&A solutions available today as determined by customers and BPM Partners’ expert assessment.
  • Speaker: Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Original Broadcast: January 2024
  • Duration: 30 minutes
  • Watch Now  (requires Plan Buddies membership, use code BPMPARTNERS for a 15% discount off of the nominal fee)

NOTE: This session was part of the Plan Buddies kickoff event. Plan Buddies is a new Business Planning and Analysis Community that brings together planning and analysis practitioners from around the world. Learn more here.

Executive Summary:

After attending this session you will be able to:

  • Fine tune your own requirements for a new solution
  • Know what capabilities to look for in a modern FP&A tool
  • Understand the key differences between leading vendors
  • Build your vendor selection shortlist

The Annual Financial Close

Sponsored by Vena

  • Learn effective financial close strategies.
  • Explore the newest financial close technologies.
  • Speakers: Tom Seegmiller, VP, FP&A, Vena; John Power, COO, Fluence Technology;  Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: December 6, 2023
  • Watch Now
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Our expert panel discussion will enable you to:

  • See how a faster close can lead to more effective analysis
  • Get strategies for closing your books quickly and confidently
  • Learn how FP&A and accounting can collaborate to improve reporting and planning
  • Discover tools for automating reconciliations and consolidations
  • Find out how new technology can help you close your books faster
  • Get all the steps you need to digitally transform your close process

The Pulse of Performance Management 2023 – Integrated, Intelligent, Intuitive

  • 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
  • The recording of this event is no longer available for replay.
  • Check back in May to register for the June 2024 live Pulse webcast event.
  • Learn more about the vendors covered during this webcast in our Vendor Landscape Matrix report.
  • 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

Mastering Top 2023 Consolidation and Reporting Challenges


Sponsored by Talentia Software

  • During this session we will discuss the top challenges facing Finance teams in 2023.
  • Speaker(s): Richard Bavington, General Manager, Talentia Software; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: April 2023
  • Duration: 35 minutes
  • Watch Now 

Executive Summary:

Join the discussion and learn about:

  • Insights and experience shared by two experts in the field
  • Benchmark data on reporting deadlines, staff retention, and the role of Excel
  • Analysis of the top challenges faced by Finance teams
  • Exclusive survey data from BPM Partners’ Pulse statistics

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.

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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
  • 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

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