Sponsored by: Unit4

• AI adoption in finance is accelerating fast, with over 65% of teams now using or testing AI within their planning platform. But here’s what the research shows: the biggest payoff doesn’t come from the AI itself. It comes from getting the data foundation, the team, and the governance right first.
• Speakers: Oliver Sullivin, Global Head of FP&A, Unit4; Craig Schiff, Lead Analyst, BPM Partners
• Date: October 13, 2026
• Time: 10:00 am EDT, 3:00 pm BST, 4:00 pm CEST
• Duration: 45 minutes
• Register or Learn More
• Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

• Get the data foundation right before scaling AI. Learn why fragmented data misleads AI and what a clean cross-platform architecture looks like in practice.
• See what’s really driving vendor selection. Key insights from BPM Partners’ 2026 Pulse Survey on why buyers prioritize integration, usability, and scalability.
• Rethink how AI reshapes FP&A roles, not replaces them. How top finance teams reskill analysts and take ownership of agentic AI ahead of IT.
• Tackle the three objections you’ll hear from leadership. Practical, research-backed reframes for common executive pushback.
• Walk away with an AI Readiness Diagnostic. Benchmark your data, team, and governance against peers to clear key blockers.

Sponsored by: Vena

• This session covers unifying financial close and planning into a strategic flow.
• Speaker: John Colbert, VP Advisory Services, BPM Partners
• Originally Presented: May, 2026, in Austin, Texas, at Excelerate
• Duration: 20 minutes
• Watch Now
• Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Join us as John Colbert discusses how when close and planning operate in isolation, insight arrives too late to matter. Discover how unifying close and planning within a governed, finance-led orchestration model increases confidence, reduces coordination friction and elevates the role of finance across the business.

If you are still relying on SAP BPC, Hyperion Financial Management, Hyperion Enterprise, Cartesis, Longview Khalix, other legacy on-premises solutions, standalone TM1, a collection of spreadsheets, or a mix of solutions, this webcast is designed for you.

• In this webcast you will learn:
  • Key warning signs that it’s time to replace your legacy EPM system
  • What to look for in a new CPM/EPM solution – based on peer research
  • The steps involved in migrating from your current solution
  • What a modern EPM solution actually looks like with live presentations from leading EPM vendors

There are two sessions of this webcast featuring different EPM vendors, register now for one or both sessions

• Originally Broadcast: May 2026
• Featured Vendors: Prophix, Vena, Jedox
• Speakers: Craig Schiff and John Colbert, BPM Partners, Steve Sussman, Column5 Consulting, Chris Porter, Prophix, Mike Rzepka, Vena, Dr. Rolf Gegenmantel, Jedox
• Duration: 94 minutes
• Watch Now

• Originally Broadcast: May 2026
• Featured Vendors: Anaplan, Board, CCH Tagetik by Wolters Kluwer
• Speakers: Craig Schiff and John Colbert, BPM Partners, Steve Sussman, Column5 Consulting, Brandyn Moss, Anaplan, Patrizio Calitri, Board, Adrian Cadman, Wolters Kluwer CCH Tagetik
• Duration: 90 minutes
• Watch Now

• Go beyond the webcasts and get your detailed questions answered here.

Executive Summary:

Three Reasons the Replacement Imperative is a Priority Today:

• Risk: End-of-Life Is Not a Strategy
  • Major legacy CPM/EPM systems are being sunset and are minimally supported already. Enhancements are rare, bug fixes are limited. Skills are harder to find. Don’t wait until a critical close, audit, or planning cycle exposes the fragility of an aging platform — or until you are forced into a rushed replacement without time for a proper selection and implementation process.
• Rewards: Modern Platforms Are Actively Evolving
  • Leading CPM/EPM vendors are investing heavily in performance, usability, scalability, and continuous innovation. Advanced capabilities — including AI-driven forecasting, model creation, account reconciliation, report generation, and process automation, along with more sophisticated scenario planning, prebuilt operational solutions, and more — are available today. Modernizing now allows you to take advantage of these innovations sooner rather than later.
• Competitive Disadvantage: Finance Has Changed
  • Earlier generations of EPM were an improvement over the standalone spreadsheets they often replaced, but were not particularly easy to use or administrate. More importantly, they were not designed for today’s need for more advanced scenario modeling, operational/financial integration, rapid reforecasting cycles, and ad hoc reporting. Modern CPM/EPM solutions unify financial and operational planning along with financial consolidation and close, enable multi-scenario modeling at scale, and support the resilience required in volatile business environments. As your peers modernize, remaining on legacy platforms creates an execution gap.

Join us to understand why the time to act is now—and how to turn your EPM replacement from a forced upgrade into a strategic advantage for Finance and the enterprise.

• 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
• Originally Broadcast: December 2025
• Duration: 2 hours (includes research overview from the analysts, followed by three vendors demonstrating how they address these priorities)
• Watch Now
• 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:

• Prophix
• Vena
• Virtivity

• 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