Sponsored by: Unit4 FP&A

• This interactive discussion will cover the current FP&A trends that are driven by the need for greater agility in navigating ongoing uncertainty.
• Speakers: Oliver Sullivin, Director – Global FP&A, Unit4, Craig Schiff, CEO and Lead Analyst, BPM Partners
• Originally Broadcast: October 2024
• Duration: 45 minutes
• Watch Now
• View related whitepaper here.
• Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Finance teams, more than ever are impacted by changes, with emerging trends regularly hindering their ability to report, budget, plan or report with confidence. When armed with Cloud-based ERP and FP&A, finance teams can adapt to changing trends while also monitoring its effect on the wider organizations, leveraging efficient analysis to form strategy. Topics to be covered include:

• Finance digital transformation, and what’s needed now
• How artificial intelligence could shape financial analysis
• The implications of Extended Planning and Analysis
• The importance of data source connectivity

• This is the 21st 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 2024 BPM Partners’ Core Vendor list, Best New Vendor for 2024, BPM Pulse customer satisfaction ratings, and the 7th Annual BPM Pulse Awards.
• We will examine the expansion of AI, the expansion of operational solutions, and the expansion of consolidation offerings.
• 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 12, 2024
• Duration: 62 minutes
• Watch Now
• Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

The past 12 months have been a time of expansion in performance management (BPM/CPM/EPM/FP&A Systems, Extended Planning and Analysis). Some vendors expanded the suite of components they offer, others expanded the capabilities of their existing components, several expanded the uses cases they address, many expanded the integration of AI functionality into their platforms, and several expanded their global reach. In parallel, almost all vendors also focused on ease of use enhancements and expanding their customer success programs. The result is a robust marketplace of performance management solutions for companies of all sizes, across all industries to choose from. We will cover:

• The impact of Anaplan’s acquisition of Fluence Technologies on this market
• Vendor plans for generative AI
• The latest operational planning solutions being delivered by vendors
• 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

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

• 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.
• GO TO THE PULSE OF PERFORMANCE MANAGEMENT 2024 page
• 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

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.