Why Do You Need a Budget Management, Planning and Reporting Solution?

Sponsored by Unit4

  • Learn how finance transformation is continuing to drive the adoption of new technologies.
  • Understand the changing role of spreadsheets and what capabilities to look for in a replacement system.
  • Discover how today’s economic reality is shaping planning and reporting systems.
  • Speaker(s): Oliver Sullivin, Consulting Team Lead, Richard Ludlow, Business Development Manager, Unit4; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: November 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

The limitations of the spreadsheet model of planning are only being highlighted by current conditions. With teams now required to produce and update forecasts and plans continuously, current models are impairing flexibility and preventing the finance team from becoming a true engine of strategic advice for the business. Craig Schiff, CEO of BPM Partners, discusses the landscape today and what the future holds for the Finance Office, including the challenges Finance teams are still tackling, their aspirations for the future, and how FP&A continues to evolve.

How to Improve Your Close and Financial Reporting Process with Consolidation

Sponsored by insightsoftware

  • Learn how financial consolidation provides trusted actuals data to feed forecasts, management reporting, and performance dashboards.
  • Understand how basic consolidation solutions differ from comprehensive financial consolidation and close solutions.
  • See the key criteria for selecting a new consolidation solution.
  • Speaker(s): Jamie Eagan, VP, Product Management, insightsoftware; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: November 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

This webcast examines the value modern, intelligent consolidation tools provide to complete an effective close and the wider financial reporting process. Topics include: Value of a Purpose built Close solution to drive efficiency and accuracy in period end reporting, Leveraging the Close solution to drive the planning process, Harmonizing that data to achieve insight into the performance of your organization.

Why Integrated Planning Has Become Essential

Sponsored by deFacto Global 

  • Learn how integrated planning dramatically enhances performance management.
  • See demos of customer use case examples.
  • Understand the capabilities to look for in an integrated planning solution.
  • Speaker(s): Anthony D’Anna, Financial Performance Management, Mike Marotta, Operational Performance Management, deFacto Global; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: October 2020
  • Duration: 60 minutes
  • Watch Now (no registration required)

Executive Summary:

Integrated Planning, defined as the ability to manage both financial and operational performance across an organization using a single tool, has been the Holy Grail of the Business Performance Management industry since its inception. Thanks to advances in the use of SaaS and big data technology, Integrated Planning is coming of age. This technology evolution is well-timed since the use cases Integrated Planning can support have become even more critical today.

Why Not Me? Improving Management Reporting for the Midmarket

Sponsored by Fluence Technologies 

  • How to recognize signs that a formal approach to consolidations/management reporting is needed.
  • How to manage complexities such as currency translation, non-controlling interest and minority ownership, intercompany eliminations, multi-stakeholder/multi-GAAP reporting, internal management reporting, external board reporting and regulatory reporting/filings.
  • Speaker(s): Guy Menard, VP of Operations, Fluence Technologies; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: September 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

Improving management reporting is a top requirement for most companies. This capability is dependent on reliable and accurate actual data supplied on a timely basis by a robust consolidation solution. Consolidations for mid-market enterprise are more important than ever as companies look for more insight at the entity level and an expedited close to get a better sense of how they’re performing.

How to Implement Continuous Planning in a Fast-Changing World

Sponsored by insightsoftware/Longview/Tidemark 

  • Learn how to  overcome barriers and what to look for in a continuous planning solution.
  • See a brief demo of relevant features.
  • Speaker(s): Tim Caudill, Director, Tidemark; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: August 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

In a recent study by BPM Partners, 54% of respondents identified more frequent forecasting as an area of increased importance as a result of the current global economic conditions. So what’s stopping organizations from planning at a pace that best suits their business? Join us as we review common barriers to initiating a continuous planning process, how to overcome them, and what to look for in a continuous planning solution.

How the Pandemic Presents a Transformation Opportunity for Finance

Sponsored by CCH Tagetik 

  • See the key requirements for a performance management system to help you manage through the current challenging economy, and how it lines up with the goals of Finance transformation projects.
  • See a demo of product features that support these goals.
  • Speaker(s): Dominic Sharp, Senior Solutions Specialist, CCH Tagetik; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: July 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

The recent global crisis has presented CFOs with a transformation opportunity. The must-have technology capabilities suddenly needed to manage through the crisis actually fit into the bigger roadmap and can accelerate your finance transformation. Insights from the 2020 BPM Pulse Survey will show the close relationship between Finance’s current need to deliver strategic planning, cash flow planning, scenario modeling, profitability analysis and business workflow and collaboration with the journey to modernize.

Bring Financial Consolidation to the Next Level

Sponsored by Board 

  • Learn how to reduce your close-cycle time, gain complete financial control, ensure full auditability, and drive more informed decisions.
  • See a demo of product features that support these goals.
  • Speaker(s): Pat Calitri, Solutions Architect, Board; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: June 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

The speakers will discuss the evolution of financial consolidation and provide a look at how unifying financial consolidation with performance management capabilities allows for total financial control. Discover how modern Financial Consolidation software addresses the challenges that multi-entity global organizations face today with intercompany reconciliations, consolidation adjustments, and group reporting.

Corporate Financial Planning in Uncertain Times

Sponsored by Prophix 

  • Learn how performance management can help you navigate through challenging times.
  • See which specific product features are even more important to have when there is significant uncertainty.
  • Speaker(s): Wayne Slater, Director, Product Marketing, Prophix; Craig Schiff, CEO, BPM Partners
  • Originally Broadcast: April 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

During these challenging times having a good performance management system in place becomes even more critical. These systems can provide the right data to enable you to quickly make the best decisions to support your business, your employees, and the communities that depend on you. Leveraging data from the 2008 financial crisis this webcast will help you understand the specific capabilities of a performance management system that can enable you to more easily respond to changing market conditions.

The Case for Finance Modernization

Sponsored by Wolters Kluwer/CCH Tagetik 

  • Learn what finance modernization is really about, the reasons behind it, the steps required to achieve it, and the resulting benefits.
  • See examples of real-world customer finance modernization projects.
  • Speaker(s): Leslie Cant, Director, Product Marketing, Wolters Kluwer; Craig Schiff, CEO, BPM Partners; Rob Honens, Principal, Customer Experience, Wolters Kluwer
  • Originally Broadcast: February 2020
  • Duration: 60 minutes
  • Watch Now 

Executive Summary:

This webinar explores the strategic demands on the office of finance, the opportunities to increase automation, and real-life stories from your peers that have embraced and benefited from modernization. Topics  include: Making Real-Time Data-Driven Decisions, How to Reshape Budgeting and Planning to Foster Agile Decision Making, and Modernizing Consolidation & Reporting and Driving Operational Excellence.

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Sponsored by OneStream Software 

  • Learn which stages of FP&A companies are in today, where they are going, and how companies can move from one phase to the next.
  • See a product demo that illustrates advanced forecasting capabilities with predictive analytics.
  • Speaker(s): Scott Stern, Director Product Marketing, OneStream Software; Craig Schiff, CEO, BPM Partners; Roy Googin, Senior Director, Solution Consulting, OneStream Software
  • Originally Broadcast: January 2020
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Forward-thinking companies are continually looking for ways to advance their Planning and Forecasting processes and provide the insights needed to innovate, stay ahead of the competition and make timely business decisions. This is no longer just a vision, but an achievable goal. Join us and learn how to take your FP&A process to the next level.