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.

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

• 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

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.

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)