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

/in /by BPM Partners

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.

Key Considerations When Evaluating Consolidation Software

/in /by BPM Partners

Sponsored by Longview 

  • Hear an analyst outline  key capabilities to look for in consolidation software, while a product expert provides examples, and a customer shares their own experiences with the evaluation process.
  • Speaker(s): Lori Vilece, Financial Reporting Manager, Tupperware; Craig Schiff, CEO, BPM Partners; Guy Menard, VP of Close Product Management, Longview
  • Originally Broadcast: December 2019
  • Duration: 60 minutes
  • This Webcast is No Longer Available.
  • Request Slide Deck.

Executive Summary:

Evaluating software is becoming increasingly difficult for buyers. This is particularly true when evaluating Consolidation software. Many vendors claim to offer robust functionality in this area, but only a few actually deliver. Let us help you cut through the noise and be confident in your investment choice.

How Finance Leaders Can Stay Ahead of Key Market Trends

/in /by BPM Partners

Sponsored by Vena Solutions

  • Explore key FP&A trends of 2019 and where performance management is headed in 2020.
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Rishi Grover, Chief Solutions Architect, Vena Solutions
  • Originally Broadcast: November 2019
  • Duration: 60 minutes
  • This webcast is no longer available!
  • See other webcasts, or request slide deck

Executive Summary:

Join CEO of BPM Partners Craig Schiff and Chief Solutions Architect at Vena, Rishi Grover, for an engaging conversation that runs the gamut when it comes to the office of finance. Based on survey data from 360 companies across all industries, Schiff and Grover will explore key market trends from 2019 and where the industry is headed in 2020.

Excel, Financial Performance Management, and Emerging Technology

/in /by BPM Partners

Sponsored by Vena Solutions

  • Hear a discussion on the evolving role of Excel and the impact of new technologies such as AI on performance management
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Rishi Grover, Chief Solutions Architect, Vena Solutions
  • Originally Broadcast: October 2019
  • Duration: 60 minutes
  • This webcast is no longer available!
  • See other webcasts, or request slide deck

Executive Summary:

Since the late 1970s, businesses have relied on spreadsheets for a significant portion of their data analysis. But now, 40 years later, questions have started to crop up. What other options are out there? Which industry trends will help financial performance management, and which ones are just fads? Are spreadsheets still the most effective tool for organizations that require massive amounts of data processed in record time?

7 Myths and Misconceptions of Consolidation Software

/in /by BPM Partners

Sponsored by Longview 

  • Hear an analyst outline seven myths/realities of consolidation software, while a product expert fleshes out the details
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Guy Menard, VP of Close Product Management, Longview
  • Originally Broadcast: December 2018
  • Duration: 60 minutes
  • This Webcast is No Longer Available.
  • Request Slide Deck.

Executive Summary:

Gather practical advice on what to look for and what questions to ask when evaluating consolidation solutions. Hear how next-generation consolidation solutions are enabling organizations to automate their process, reduce the time to close and give you confidence that your data is accurate.

Rethinking FP&A: An Analyst’s View

/in /by BPM Partners

Sponsored by Vena Solutions

  • Hear an analyst explain the various stages of FP&A evolution, along with the benefits gained
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Justin Merritt, Director Solutions Engineering, Vena Solutions
  • Originally Broadcast: June 2018
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Learn how rethinking FP&A can help your organization meet and exceed its objectives. This webcast will provide a guide to the various stages in the evolution of FP&A. See where your organization stands and proactively plan for the next steps. We will identify the key things to focus on when reviewing and rethinking your FP&A processes, with the ultimate objective of improving your bottom line.

Budgeting in the Cloud for Midmarket Companies

/in /by BPM Partners

Sponsored by Prophix

  • Learn why the next generation of performance management solutions is a particularly good fit for midmarket organizations
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Ron Massicotte, Director Product Marketing, Prophix; Mike Carroll, Director Solutions Engineering, Prophix
  • Originally Broadcast: May 2018
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Corporate Performance Management solutions have been around for several decades and widely used by companies of all sizes. Today, performance management software is considered a key business system alongside the GL & ERP. The next generation of performance management solutions has evolved to support company-wide initiatives and includes strategic, financial and operational plans.

Five Steps to Purchasing Financial Software that Grows Your Business

/in /by BPM Partners

Sponsored by Vena Solutions

  • Learn the key steps to selecting the ideal performance management solution for your unique needs
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Steve Welsh, VP Solutions Engineering, Vena Solutions
  • Originally Broadcast: January 2018
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Top performing businesses have taken a common and proactive approach to meeting challenges and capturing opportunities. How? By carefully selecting Corporate Performance Management (CPM) and other financial software that transitions finance teams from collectors of information to data-driven decision makers. This webcast takes you through five key steps to ensure you make the right decision when putting together your financial tech stack. From evaluating your current needs to knowing what questions to ask for a painless implementation, learn how to choose the right technologies and partners to meet your business goals.

5 Necessities of an Innovative Budgeting and Planning System

/in /by BPM Partners

Sponsored by CCH Tagetik

  • Learn the key capabilities that define an innovative budgeting, planning, and forecasting system
  • Speaker(s): Craig Schiff, CEO, BPM Partners; John Torley, Director FP&A, Hunterdon Medical Center
  • Originally Broadcast: February 2017
  • Duration: 60 minutes
  • Watch Now

Executive Summary:

Is your budgeting and planning innovative or, is it mired in stagnation? BP&F thought-leaders discuss the key capabilities an innovative BP&F system should have in 2017 and beyond. This session includes a case study that examines how a medical center took a new approach to budgeting that positively impacted revenues and patient satisfaction.

A Modern Finance Case Study: Cloud or On-Premise Which Deployment Approach Will Best Meet Your Needs?

/in /by BPM Partners

Sponsored by Prophix

  • Understand more about the cost, service, functionality, technology considerations and business benefits when looking at on-premises systems and cloud-based offerings
  • Speaker(s): Craig Schiff, CEO, BPM Partners; Ronel Marbella, Director Product Strategy, Prophix; Joey Perrone, Director FP&A, Aeglea Biotherapeutics
  • Originally Broadcast: January 2017
  • Duration: 60 minutes
  • This webcast is no longer available!
  • See other webcasts, or request slide deck

Executive Summary:

As more and more Finance applications become available via the cloud, organizations must consider which deployment approach will best meet their particular business needs to help ensure they are evolving and modernizing the Office of Finance’s budgeting, reporting & forecasting. Join us as we discuss the cost, service, functionality, and technology factors to be considered when looking at on-premises and cloud-based performance management applications. Also, hear from a leading biotechnology company, who will share their decision process in choosing a modern finance solution. Learn the details of how they evaluated the On-Premise vs. Cloud deployment options, along with the lessons they learned along the way that helped to mitigate risks.