The CFO Show, Sponsored by Vena

Beyond the Close: How Financial Consolidation Creates Strategic Advantage

• On this episode of The CFO Show we discuss why financial consolidation is essential to performance management, and how the options and customer interest have evolved over time.
• If you’ve been wondering why more and more vendors are adding financial consolidation to their performance management suites this episode will provide some insight.
• Speakers: Melissa Howatson, CFO, Vena; Craig Schiff, CEO and Lead Analyst, BPM Partners
• Released: December 16, 2025
• Listen (or watch) The CFO Show podcast on:
  • CFO Show website
  • YouTube
  • Spotify
  • Apple Podcasts
  • Go beyond the podcast and get your detailed questions answered here.
• Bonus Content: What is the hallmark of a mature finance team?

On this episode, we unpack:

• Why consolidation and planning belong together
• How AI is reshaping FP&A and controllership
• The shift from legacy tools to unified performance management
• What modern close and consolidation software must deliver

• 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

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.
• 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.

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