Forecast Methodologies – Latest Trends and AI Use

/in /by BPM Partners

Hosted by the FP&A Hub (formerly Plan Buddies)

Executive Summary

Key takeaways from this session include:

  • Benchmarking Insights: See how your forecasting approach compares to peer organizations
  • AI’s Role in Forecasting: Understand how AI is shaping forecasting accuracy and adoption
  • Choosing the Right Solution: Key factors to consider when selecting a new forecasting tool

How CPM Modernizes Finance for Banking and Financial Services

/in /by BPM Partners

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
  • Coming Soon: related whitepaper and blog
  • 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

LIVE Event: Strategies in Driving AI Adoption in a Modern Finance Organization

/in /by BPM Partners

Sponsored by: Vena

  • This live presentation is part of Excelerate Finance 2025 and will cover frameworks for secure and scalable AI adoption.
  • Speaker: John Colbert, VP, Advisory Services, BPM Partners
  • Location: Las Vegas, NV
  • Date: May 14, 2025
  • Time: 2:15 pm PT
  • Duration: 30 minutes
  • See Full Event Agenda/Register
  • Go beyond the event and get your detailed questions answered here.

Executive Summary:

Have you been intrigued by the promise of AI for FP&A but haven’t dived in yet because you’re not sure how to navigate the security implications? This session will explore practical strategies for managing the complexities of AI adoption, including a framework for effective AI governance and risk management that will help you to address key concerns around data integrity, privacy, and transparency.

How to Navigate CPM Market Dynamics in 2025

/in /by BPM Partners

Sponsored by: Unit4 FP&A

  • During this interactive discussion we will review and analyze the findings of the 2025 BARC/BPM Partners Global CPM Trends and Priorities Report.
  • Speakers: Oliver Sullivin, Director – Global FP&A, Unit4, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: March 2025
  • Duration: 45 minutes
  • Watch Now
  • View related report here.
  • Go beyond the webcast and get your detailed questions answered here.

Executive Summary:

Learn how data-driven strategies are transforming budgeting, forecasting, reporting, and decision-making. This session will unpack the key trends shaping CPM adoption and priorities for 2025, giving you the knowledge to enhance your organization’s performance and stay ahead in a competitive landscape.

In the webinar we will cover some key takeaways from the report, such as:

  • Current Trends: Self-service planning is a top priority, with 68% of respondents already using it as a key feature. We’ll explore this alongside other trends, such as Cloud adoption (50%), and how they evolve.
  • Planned Usage: Examining planned features offers a glimpse into the future CPM market, highlighting upcoming competitive drivers and why some features remain underutilized.
  • Learning from the Best: Discover how top-performing organizations prioritize features like Cloud, AI, and BI/analytics to achieve success.

Don’t miss this opportunity to unlock valuable insights and reimagine your approach to CPM!

How Evolving FP&A Trends and Capabilities Can Help You Navigate Uncertainty

/in /by BPM Partners

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

Top Global CPM Trends to Watch in 2025

/in /by BPM Partners

  • Hear research-based insights from the inaugural joint BARC and BPM Partners Global CPM Trends and Priorities Report
  • Speakers: Dr. Christian Fuchs, Senior Analyst, BARC, Craig Schiff, CEO and Lead Analyst, BPM Partners
  • Originally Broadcast: September 2024
  • Duration: 1 hour, 45 minutes  (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 2025? 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 over 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:

The Pulse of Performance Management 2024 – The Expansion of Performance Management

/in /by BPM Partners

  • 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
  • The recording of this event is no longer available for replay.
  • 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.
  • The Pulse of Performance Management 2025 webcast will be broadcast live on June 4, 2025

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

Podcast: Navigating Business Performance Metrics

/in /by BPM Partners

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

/in /by BPM Partners

Hosted by the FP&A Hub (formerly 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 free FP&A Hub registration)

NOTE: This session was part of the Plan Buddies/FP&A Hub) kickoff event. The FP&A Hub is a Business Planning and Analysis Community that brings together planning and analysis practitioners from around the world. 

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

/in /by BPM Partners

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