Agenda
- 16 Feb Pre-Event Reg Day
- 17 Feb Day 1 – Hands On
- 18 Feb Day 2 – Sessions
- 19 Feb Day 3 – Sessions
- 20 Feb Day 4 – Sessions
Pre-Event Registration
Check in for the EPM Summit early, pick up conference materials, download the event app and get first choice from the all new EPM Summit Store! For full agenda, select Days 1-4 above!
Registration
Check in before the hands on sessions begin if you have the All Access Pass, or throughout the day for Executive Pass (starting Wednesday, Feb 18) - grab breakfast, plan your day and meet new colleagues! Registration is open all day if arriving late.
Breakfast
Enjoy hot coffee, fresh fruit, pastries and more before experiencing hands on with multiple EPM products.
Meals
Hands on - Workday Adaptive Planning
Get hands on with Workday Adaptive Planning. Guided tour of this product and its latest features for AI enablement to drive ROI within EPM processes. Hosted by Huron Consulting Group, a top ranked consulting firm from Workday's partner ecosystem.
Huron
Workday Adaptive Planning
Hands On
CCH Tagetik
In this lab-style session, delivered by Delbridge in partnership with CCH Tagetik, In this lab-style session, delivered by Delbridge in partnership with CCH Tagetik, attendees will get practical experience using CCH Tagetik AI to clean data, spot issues, and build predictive forecasts that actually support faster decision-making. Working in a guided sandbox, you’ll see how AI-powered automation can take on the repetitive work of data mapping and anomaly detection, flagging outliers and inconsistencies so controllers and FP&A teams can focus on analysis instead of hunting for errors. From there, we’ll walk through configuring predictive forecasts that respond instantly to changing assumptions, using AI to surface hidden trends and scenario impacts across revenue, cost, and key operational drivers. You’ll also get hands-on time with Tagetik’s GenAI assistant: asking natural-language questions (e.g., “Show last quarter’s product revenue by BU vs. forecast”) and turning the answers into presentation-ready outputs for leadership.
Delbridge
CCH Tagetik
Hands On
Harjot Ghai
Mitch Dubin
Hands on - SAP
Get hands on with SAP's EPM offerings. Guided tour of SAC on BDC and its latest features for AI enablement to support EPM processes. Hosted by a top ranked consulting firm from SAP's partner ecosystem.
SAP
Hands On
Hands on - Prophix
Get hands on with Prophix. Guided tour of this product and its latest features for AI enablement driving EPM automation to new heights. Hosted by a top ranked consulting firm from Prophix's partner ecosystem.
RKL eSolutions
Prophix
Hands On
Lunch
Enjoy delicious lunch provided by Bellagio's culinary staff. Wide range of choices, beverages and dessert included.
Meals
Hands on - Vena
Get hands on with Vena Solutions. Guided tour of this product and its latest features for AI enablement within EPM. Hosted by QueBit, a top partner of Vena.
QueBit Team
Vena
Hands On
Dan Barrett
David McAndrews
Jim Brinnen
Hands on - Darwin Analytics
Get hands on with Darwin Analytics. Guided tour of this exciting new product and its latest features for AI enablement within EPM. Build your own workflow across multiple EPM products with prebuilt content from multiple consulting firms! Hosted by Column5, a top ranked consulting firm from Darwin Analytics' marketplace ecosystem.
Column5
Darwin Analytics
Hands On
David Den Boer
Hands on - Anaplan
Get hands on with Anaplan. Guided tour of this product and its latest features for AI enablement within EPM. Hosted by a top ranked consulting firm from Anaplan's partner ecosystem.
Anaplan
Hands On
Hands on - Planful
Get hands on with Planful's platform that transforms financial processes into moments of clarity. Designed for the way Finance thinks, it explains every result, anticipates what’s next, and helps teams move from analysis to action.
Planful
Hands On
PM Break
Refuel for more learning! Enjoy an afternoon snack and beverage refill before reengaging in another hands on session!
Hands on - Pigment
Get hands on with Pigment. Analyze, model, and plan for anything with Pigment, powered by agentic AI for proactive business planning. Hosted by a top ranked consulting firm from Pigment's partner ecosystem.
TwinSix
Pigment
Hands On
Hands on - JustPerform
Get hands on with JustPerform. JustPerform’s native intelligence connects planning, reporting, and closing in one connected EPM platform. Hosted by a top ranked consulting firm from JustPerform's partner ecosystem.
JustPerform
Hands On
Hands on - Board
Get hands on with Board, a leading EPM platform enabling continuous planning. Guided tour of this product and its latest features for AI enablement. Hosted by a top ranked consulting firm from Board's partner ecosystem.
Board
Hands On
Hands on - OneStream
Get hands on with OneStream. Guided tour of their latest features for AI enablement within EPM - SensibleAI. Hosted by a top ranked consulting firm from this EPM Vendor's partner ecosystem.
Hands On
Networking Event
Come mingle with EPM experts - vendors, trusted advisors, analysts and peers who have deployed EPM in their organization. Enjoy lite appetizers and adult beverages.
Networking
Registration
Check in before the hands on sessions begin if you have the All Access Pass, or throughout the day for Executive Pass (starting Wednesday, Feb 18) - grab breakfast, plan your day and meet new colleagues! Registration is open all day if arriving late.
Registration
Check in before the hands on sessions begin if you have the All Access Pass, or throughout the day for Executive Pass (starting Wednesday, Feb 18) - grab breakfast, plan your day and meet new colleagues! Registration is open all day if arriving late.
Registration
Check in before the hands on sessions begin if you have the All Access Pass, or throughout the day for Executive Pass (starting Wednesday, Feb 18) - grab breakfast, plan your day and meet new colleagues! Registration is open all day if arriving late.
Enjoy Breakfast in Tower Ballroom
Breakout room closed during breakfast hours in Tower Ballroom.
Select Hands On Session
Please select a hands on session from the 4 available during this time. Breakout rooms (scroll to the right) display choices of products available to experience during this session.
Select Hands On Session
Please select a hands on session from the 4 available during this time. Breakout rooms (scroll to the right) display choices of products available to experience during this session.
Select Hands On Session
Please select a hands on session from the 4 available during this time. Breakout rooms (scroll to the right) display choices of products available to experience during this session.
Enjoy Lunch in Tower Ballroom
Lunch is served in the Tower Ballroom. Resume hands on sessions following lunch.
Breakfast
Enjoy a hot breakfast with pastries, fruits, breakfast meats and omelets to your specifications prepared by Bellagio's culinary staff.
Meals
EPM Summit Keynote
Kick off the event with inspirational thoughts from EPM leaders.
Craig Schiff
David Den Boer
Keynote
Workday - AI-Powered Planning: Adaptive Planning's Roadmap
Explore Workday Adaptive Planning's latest AI integrations for dynamic forecasting, including agentic automation. Attendees will gain actionable takeaways on reducing planning cycles dramatically, helping you evaluate if it's the right fit for operational agility.
Workday Adaptive Planning
CCH® Tagetik: The AI advantage: Turning Finance into a strategic powerhouse
Finance leaders face mounting expectations: faster closes, sharper forecasts, and airtight compliance. The answer isn't more spreadsheets and patchwork solutions; it's finance-specific AI that helps teams drive reliable strategic decisions. In this session, discover how CCH® Tagetik is opening the gateway to financial innovation with purpose-built AI that understands your world. From anomaly detection that safeguards data integrity to predictive intelligence that elevates planning, learn how generative and agentic AI are delivering measurable impact for finance teams today.
CCH Tagetik
Kyle Trainor
Dominic Nguyen
SAP - Reimagining Enterprise Planning: SAP’s Next-Generation Platform
Discover how SAP’s next-generation Enterprise Planning solution brings financial, operational, and strategic planning together in one intelligent experience. In this session, SAP experts will showcase how AI-driven insights, real-time data, and seamless enterprise integration help teams plan with greater confidence and agility. Learn how organizations can accelerate decision-making, improve forecast accuracy, and build resilience in an increasingly dynamic business environment.
SAP
Chris Clay
Jonathan Teopaco
FT13 - Using a Planning Platform for IBP
A planning platform is essential for Integrated Business Planning (IBP) because it integrates data across departments, creates a single source of truth for demand and supply, facilitates cross-functional collaboration, and improves decision-making through scenario planning. This allows companies to balance demand and supply more effectively, optimize inventory, improve efficiency, and respond faster to market changes.
QueBit Team
Fast Track 14 - From Property to Portfolio: Integrated Planning with Vena for Real Estate
Explore an intelligent planning model designed for residential property managers, developers and REITs. Attendees will learn how to centralize data from multiple source systems, run advanced scenario modeling, and use preconfigured templates to streamline budgeting, forecasting and reporting, so they can make better decisions on acquisitions, developments and fund performance.
Delbridge
Harjot Ghai
Vena
Fast Track 15 - Huron with Workday Adaptive Planning
EPM content delivered in rapid fashion by Huron's Workday Adaptive Planning solution experts. Quick tour of prebuilt solution on Workday's Adaptive platform to relay key concepts and engage in Q&A.
Huron
FT16 - RKL eSolutions' Prophix Workforce Planning: How to Build More Accurate, Agile, and Insightful Personnel Plans
Workforce costs are the largest and most variable expense for most organizations, yet workforce planning is often slow, error-prone, and difficult to manage with spreadsheets or generic FP&A tools. This session explores how Prophix’s Workforce Planning application transforms personnel planning with configurable compensation logic, pre-built payroll calculations, and workflows that improve speed, accuracy, and collaboration. We’ll cover why workforce planning is growing more complex, how standardized payroll logic reduces manual effort, how teams can build dynamic hiring and labor scenarios, and how workforce planning integrates seamlessly with broader FP&A. What You’ll Learn: • Ways to reduce manual effort and improve accuracy • How to model hiring and labor scenarios more effectively • How integrated workforce planning strengthens alignment across teams
RKL eSolutions
Prophix
Steve Roth
Melissa Harrell Frey
FT17 - TwinSix Pigment - Fully Connected SaaS Revenue Plans
What if your revenue goals, your sales plans, and your cash flow were all seamlessly connected? See how Pigment can make this dream a reality.
TwinSix
Pigment
Justin Merritt
Colin Sygrove
Fast Track 18 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 19 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 20 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 21 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 22 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 23 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 24 - TBD
EPM content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
CC43 - Customer Case Study - TBD
Hear from a fortune 500 customer who recently migrated from an on premise solution to a cloud based and AI driven solution. Understand their previous state, evaluation process, implementation and current state benefits.
AN94 - EPM Market Trends: Navigating AI and Consolidation Shifts
BPM Partners analyzes current EPM trends, including AI's role in post-on-prem EPM era. Attendees will receive objective perspectives on emerging requirements, helping prioritize investments.
John Colbert
PROC63 - AI in the 3Cs: Collaborative Consolidation with Real Client Wins
Discuss AI's role in connected consolidation, drawing from recent consolidation implementations. Attendees will gain frameworks for AI-enhanced close, improving cross-team efficiency.
TECH53 - Modernizing EPM: A Practical Roadmap to Next-Gen Planning
Legacy EPM systems limit agility, scale, and user adoption, primarily due to rigidity and other constraints. Modernization requires smart technical choices, coordinated implementations, and thoughtful change management. This session outlines best practices for moving from outdated platforms to next-gen, composable planning solutions. We’ll cover architecture considerations, data and integration readiness, coexistence strategies between old and new systems, and the change-management steps needed to ensure a smooth transition and rapid user adoption.
QueBit Team
Dan Barrett
David McAndrews
Jim Brinnen
Lunch
Lunch - Experience culinary delights with a festive theme from Bellagio's chefs. Beverages, dessert included.
Meals
VPAN96 - AI Visions: How Vendors See Agents Transforming EPM
Panel of representatives from multiple vendors discuss their AI roadmaps for agentic planning and analysis. Attendees will hear unique approaches, clarifying when to choose each for automation.
Craig Schiff
MPAN89 - Top Risks in Consolidation Implementations: Lessons from the Field
A panel of top EPM consultants shares provocative insights on consolidation pitfalls like data mapping errors and regulatory hurdles. Attendees will get unfiltered mitigation strategies, preparing you for complex close projects.
CC44: Scaling Planning: Global Manufacturer's EPM Journey
A complex manufacturing firm shares their EPM product selection criteria, rollout hurdles, and usage wins in connected planning. Attendees will learn practical tips for scalability and when to integrate AI extensions.
TECH54 - AI Integration Hack: Embedding Agents in EPM Workflows
Explore a real-world AI agent deployment to automate variance alerts. Attendees will gain best practices for AI-proofing your planning tools.
PROC64 - xP&A Maturity: Extending Financials to Operations
Explore process evolution to xP&A, using examples from a manufacturing case that linked operations (supply chain) to financials for rapid working capital planning and variance analysis. Attendees will learn maturity roadmaps, for holistic planning beyond finance.
EPM73 - EPMies: Best Labor Planning Solution: Demo Round 1
Contestants demonstrate labor planning solutions meeting attendee-defined requirements for forecasting and allocation. Attendees will compare live feats, informing your workforce optimization choices.
EPMies
VPAN97 - Process Differentiation: What Makes Your EPM Approach Stand Out?
Multiple vendors participate in a panel on process philosophies, from connected close to narrative planning. Attendees will learn fit scenarios, for matching tools to workflows.
CC45 - Consolidation Overhaul: Banking Client's EPM Success
Explore a bank's decision to adopt a new EPM solution, implementation timeline, and key learnings from multi-entity close. Attendees will get insights into compliance gains and how to measure true ROI post-launch.
TECH55 - Cross-Platform ETL: Bridging EPM and Complex ERP Sources
Detail a tricky data integration between an EPM solution and multiple ERPs for unified reporting. Attendees will understand synchronization strategies, equipping you for hybrid landscape challenges.
PROC65 - Agentic Workflows: Automating Admin in Planning Cycles
Apply AI agents to admin tasks, illustrated by a recent EPM deployment. Attendees will understand workflow automation, reducing manual effort in budgeting.
EPM74 - Best Labor Planning Solution: Demo Round 2
Second round of labor planning demos, highlighting AI automation and scalability. Attendees will evaluate finalists, gaining ideas for efficient resource management.
EPMies
Break - Refuel, Network, and Refresh
Take a break, have a snack, hydrate, check emails, or visit exhibit area for some follow up questions from earlier in the day. Come back to sessions ready for strong finish to the day.
Break
MPAN90 - Breaking EPM Software: Challenging Requirements and Workarounds
Members debate requirements that "break" tools, such as custom hierarchies, complex business rules, and extensive reports - with real fixes. Attendees will learn resilience tactics, for handling tough enterprise demands.
CC46 - AI-Enabled Forecasting: Retailer's EPM Implementation Tale
A retailer details their EPM evaluation, deployment process, and AI-driven forecasting outcomes. Attendees will discover real-user experiences on Excel integration and adaptation strategies.
TECH56 - Scalable Consolidation: Scripted Migration to New EPM System
Break down a largely automated tech migration, focusing on rule porting. Attendees will learn data mapping tools, aiding your consolidation upgrades.
PROC66 - Dynamic Networked Analytics - Understand Connecting Multiple EPM Tools
Break down DNA principles with a Multi-EPM product strategic forecasting example. Attendees will get actionable steps for interconnected analytics.
EPM75 - EPMies - Best Financial Consolidation Solution: Demo Round 1
Live demos of consolidation tools based on standard requirements provided in advance. Attendees will assess real-time capabilities, aiding your close process evaluations. Live vote to determine best solution.
EPMies
VPAN99 - Future-Proofing: Vendor Takes on Multi-Tool Orchestration
Multiple vendors participate in a panel about EPM landscapes that have more than one EPM or BI solution, and how they can work to add value. Discuss interoperability and process orchestration. Attendees will evaluate hybrid strategies, for scalable ecosystems.
EPM76 - EPMies: Best Financial Consolidation Solution: Demo Round 2
Second batch of consolidation demos based on standard requirements provided in advance. Attendees will spot strengths, for selecting robust reporting solutions. Live voting will tally top vote getter and award recipient to be presented on Friday!
EPMies
GEN102 - Building an EPM Business Case: From ROI to Approval
Guide to crafting compelling cases with metrics and risks. Attendees will gain templates, for securing stakeholder buy-in, including suggested purchasing process (buy vs build) to mitigate risks and accelerate time to value.
Steve Sussman
TECH57 - Custom Workflow Engine: Leveraging APIs for Automated Approvals
A case study on building API workflows for multi-level approvals. Attendees will get API best practices, for streamlining your approval processes.
PROC67 - AI-Enhanced Variance: Process Lessons from EPM Rollouts
Analyze variance processes with AI, from an EPM deployment in a banking project. Attendees will learn root-cause techniques, for better variance management.
Networking & Exhibit
Unwind from fast paced EPM sessions and information download. Mingle with presenters, exhibitors and colleagues to continue insight sharing. Light appetizers and adult beverages provided with a lively atmosphere.
Networking
Registration
Executive pass or late arrival? Register to receive your welcome kit at the Tower Ballroom registration desk.
Breakfast in Tower Ballroom
Enjoy breakfast in the Tower Ballroom
Breakfast
Join us for hot coffee and breakfast prepared by Bellagio's chefs to get a solid start to the day!
Meals
EPM Summit Day 2 Keynote
With a full day of hands on, and an information packed day 1 behind us, distinguished speakers share some thoughts to initiate day 2 of the EPM Summit.
Bani Brandolini
John Colbert
Keynote
AI Driven EPM - Planful's AI Agents for Consolidation, Planning & Insights
Uncover Planful AI's power and see how it transforms financial processes into moments of clarity. Designed for the way Finance thinks, it explains every result, anticipates what’s next, and helps teams move from analysis to action.
Planful
Pigment - From Planning Platform to Decision Engine: Building the AI-First Enterprise
As volatility outpaces traditional planning cycles, enterprises are discovering that adding AI to legacy planning tools isn’t enough. This presentation explores how Pigment is redefining planning, analytics, and performance management as a unified AI-driven decision engine. We will demonstrate how intelligent agents surface risks and opportunities in real time, how connected data and logic establish a single enterprise backbone, and how autonomous decision workflows unlock new levels of speed and resilience. Participants will leave with a clear understanding of why AI-native platforms represent the next evolution of EPM, enabling organizations to not just track the past, but to shape the future.
Pigment
Ed Gromann
Doug Thiel
Fast Track 26 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
FT27 - Breaking the Excel Bottleneck: Governed Agility with Vena
Rigid EPM systems often force teams back into Excel for OpEx, CapEx, and balance sheet planning that slows agility and undermining governance. A composable strategy changes the game by letting organizations assemble modular planning capabilities quickly while applying control and oversight exactly where it’s lacking. This session will show how Vena’s unique Excel-native yet governed architecture accelerates deployment, strengthens cross-departmental planning, and delivers the flexibility business users want with the governance finance requires.
QueBit Team
Vena
Fast Track 28 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Anaplan - Scenario Modeling Mastery: Anaplan's AI Roadmap for Connected Planning
Dive into Anaplan's evolving AI capabilities for connected sales and financial planning, including predictive drivers. Attendees will understand Anaplan's unique edge in cross-functional modeling, empowering you to spot opportunities for integrated xP&A.
Anaplan
Neil Thomas
FT29 - RKL eSolutions Prophix Showcase 2
Review RKL's prebuilt content for the Prophix platform. This proven solution is fast to deploy and offers significant ROI compared to build from scratch approaches.
RKL eSolutions
Prophix
Fast Track
Fast Track 30 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 31 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 32 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Prophix - Finance 2026: Solving the Data Challenge and Unlocking Real AI Impact
Finance teams today face a “here-to-there predicament” in the AI era: macro trends point to rapid adoption of intelligent automation, yet most organizations still lack the clean, reliable data needed to realize meaningful AI outcomes. The 2026 CPM Trend Monitor highlights Data Management as the top priority for CPM users because most vendors haven’t solved integration—still relying on consultants, IT, or middleware to stitch together fragmented systems. This session explores how Prophix is breaking that pattern with a Data-First platform strategy and a practical, use-case–driven approach to AI built on trust and transparency. Rather than chasing hype, Prophix uses AI to intelligently ingest and govern financial data, enabling organizations to adopt agentic workflows, predictive insights, and autonomous operations with confidence, and to finally move from aspiration to measurable impact.
Prophix
Aubrey Chapnick
Della Linger
Fast Track 33 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 34 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 35 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 36 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
MPAN93 - AI in EPM: Hype vs. Practical Deployment Challenges
Top consulting firms unpack AI agent rollouts, from data quality issues to ROI proof. Attendees will get grounded advice, for realistic AI adoption.
CC47 - Global Compliance: Tech Firm's EPM Reference Case
A tech company recounts their EPM selection, rollout, and lessons in IFRS reporting. Attendees will understand global scaling challenges and success metrics for consolidation tools.
TECH58 - Predictive Modeling Fix: Custom Script for Scenarios
Solve a forecasting challenge in an EPM product with Python scripts for what-if analysis. Attendees will explore scripting tips, enhancing your scenario capabilities.
PROC68 - Extended Planning: Op-Fin Integration in EPM Solution
Detail op-fin alignment processes, using a leading EPM solution's insights. Attendees will explore integration models, for unified performance.
EPM77 - EPMies: Best Op-Fin Integration: Demo Round 1
Demos of tools unifying operational and financial data flows. Attendees will learn integration techniques, for seamless xP&A.
Lunch
Bellagio's culinary team delights with a festive lunch.
Meals
VPAN98 - EPM Fit: When to Choose Your Product—and When Not
Panel of EPM vendors candidly address ideal use cases and limitations. Attendees will gain self-awareness on selections, avoiding mismatched investments.
CC48 - Healthy Budgeting: Healthcare Provider's EPM Story
A healthcare network shares their recent EPM selection, implementation, and agile budgeting results. Attendees will learn about user adoption tactics and when to pair with BI.
TECH59 - Real-Time BI Sync: EPM Solution and Power BI Integration
Overcome sync issues between a leading EPM solution and Power BI for live dashboards. Attendees will learn connector hacks, for real-time analytics.
PROC69 - The Next Evolution of FP&A: Empowering the Enterprise
The traditional finance-centric model is becoming outdated. Modern FP&A must act as an internal consulting function—equipping Sales, Operations, IT, and other teams with planning expertise and self-service capabilities. This session explores how AI-enabled platforms like Vena and Pigment, architected by Finance rather than IT, extend FP&A methodologies across the enterprise. Attendees will learn how to empower non-finance departments with governed, composable planning tools and how AI accelerates the shift to a more distributed, business-partnering model.
QueBit Team
Vena
Pigment
EPM78 - EPMies: Best Op-Fin Integration: Demo Round 2
Advanced integration demos emphasizing predictive links between operational metrics and financial impacts. Attendees will compare fits, enhancing your planning unity.
EPMies
MPAN91 - Planning Rollouts: Team Adoption and Change Management Realities
A panel of leading consulting firms discuss adoption challenges in planning implementations, including user resistance. Attendees will gain practical enablement tips, for smoother go-lives.
EPM79 - EPMies: Best AI Agents for Admin Tasks: Demo Round 1
Showcase AI agents automating routine admin like data pipelines and master data matching. Attendees will see efficiency gains, for reducing manual work.
EPMies
CC49 - Predictive Planning: Energy Firm's EPM Experience
An energy company discusses their EPM selection, go-live, and predictive analytics wins. Attendees will gain perspectives on AI adoption and variance reduction.
EPM83 - EPMies: Best ESG Planning Solution: Demo Round 1
ESG modules for sustainable metrics and reporting. Attendees will assess compliance tools, for green initiatives.
EPMies
AN95 - Vendor Landscape: Strengths and Gaps in 2026 EPM
An unbiased review of vendor capabilities and market gaps as assembled by BPM Partners. Attendees will gain comparative insights, for informed tool evaluations.
John Colbert
Craig Schiff
Break
Relax, refuel, refresh after intense sessions on all things EPM. Take a break or engage in some extended discussions with peers and the top providers in EPM.
Break
MPAN92 - xP&A Transitions: From Financials to Enterprise-Wide
Panel of leading consulting firms answering questions on extending processes to xP&A, with cross-functional hurdles. Attendees will explore integration roadmaps, for holistic evolution.
CC50 - Integrated Close: Logistics Client's EPM Case
A logistics firm covers EPM evaluation, deployment, and close efficiency gains. Attendees will explore practical lessons for cost-effective implementations.
EPM85 - EPMies: Best Supply Chain Planning: Demo Round 1
Supply chain tools for demand-supply balance. Attendees will learn resilience strategies.
EPMies
TECH60 - Anomaly Detection Build: Defining a Custom AI Rule Set
Implement anomaly detection in an EPM solution using embedded ML models. Attendees will gain build guidance, for proactive planning insights.
EPM87 - EPMies: Best Tax Provision Solution: Demo Round 1
Tax modules for automated provisions. Attendees will gain compliance insights.
EPMies
Integrated EPM: SAP's AI Vision for SAC & BDC and Beyond
Explore SAP's AI advancements in SAC with BDC for unified planning and analytics, unleashing SAP's powerful ERP data. Attendees will gain perspectives on SAP's ecosystem fit, aiding decisions for SAP-centric enterprises seeking seamless data flow.
SAP
Fast Track 37 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 38 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 39 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 40 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Gala Event: Back to the Future - 80's Night!
Join an 80's DJ to warm up the crowd before Strangelove - The Depeche Mode Experience hits the stage at 7:30, and take a break from defining an AI driven future to embark on a nostalgic journey to the 1980s!
Live Entertainment
Breakfast
Enjoy fresh fruits, hot coffee and a hot breakfast with peers and EPM industry leaders.
EPM Summit Day 3 Keynote
Inspirational words to recap the learnings from the week and set the tone to finish the event strongly!
Darwin Analytics' Introduction - Agentic Orchestration Platform for Multi-Tool Unity
Demo Darwin AOP's AI agents for unifying EPM/BI landscapes with predictive analytics. Attendees will explore its agnostic flexibility, gaining strategies for orchestrating hybrid tools without rip-and-replace.
Fast Track 37 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
FT38 - Banking Innovation with Vena
Banks are under pressure to modernize profitability management, yet many still rely on fragmented spreadsheets for commercial transfer pricing, ALM, and NIM analysis. This session highlights how Vena’s configurable, Excel-native platform brings governance, automation, and real-time insight to these critical processes. Attendees will see how Vena’s prebuilt commercial transfer pricing, ALM, and NIM templates accelerate deployment, improve accuracy, and empower finance teams to make faster, more strategic decisions.
QueBit Team
Vena
Fast Track 39 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 40 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Vendor Led Demo
A leading EPM Vendor demonstrates their product and vision for EPM.
Just Perform Demo
JustPerform, an innovative EPM vendor provides a demo on their acclaimed platform.
JustPerform
Fast Track 41 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Fast Track 42 - TBD
EPM Content delivered in rapid fashion by a leading EPM consulting firm. Quick tour of prebuilt solution on a leading EPM vendor platform to relay key concepts and engage in Q&A.
Vendor Led Demo
A leading EPM Vendor shares their solution and roadmap for AI enabled EPM.
EPMies Awards & Lunch
Take part in the inaugural EPMies Awards, where leading consulting firms partner with EPM vendors to win prestigious awards in several categories. Our attendees vote to award the most impressive solution with the coveted EPMie!
EPMies