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!
Registration
Check in before the hands on sessions begin, 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.
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 a top ranked consulting firm from Workday's partner ecosystem.
Hands on - CCH Tagetik
Get hands on with CCH Tagetik from Wolters Kluwer. Guided tour of this product and its latest features for AI enablement to drive value for your EPM processes. Hosted by a top ranked consulting firm from CCH Tagetik's partner ecosystem.
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.
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.
Lunch
Enjoy delicious lunch provided by Bellagio's culinary staff. Wide range of choices, beverages and dessert included.
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 a top ranked consulting firm from Vena's partner ecosystem.
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 a top ranked consulting firm from Darwin Analytics' partner ecosystem.
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.
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.
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.
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.
Hands on With Innovative EPM Vendor TBD
Get hands on with an Innovative EPM vendor. Guided tour of this product and its latest features for AI enablement within EPM. Hosted by a top ranked consulting firm from this EPM Vendor's partner ecosystem.
Hands on With Innovative EPM Vendor TBD
Get hands on with an Innovative EPM vendor. Guided tour of this product and its latest features for AI enablement within EPM. Hosted by a top ranked consulting firm from this EPM Vendor's partner ecosystem.
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.
Breakfast
Enjoy a hot breakfast with pastries, fruits, breakfast meats and omelets to your specifications prepared by Bellagio's culinary staff.
EPM Summit Keynote
Kick off the event with inspirational thoughts from EPM leaders.
Craig Schiff
David Den Boer
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.
Consolidation & More at Scale: Tagetik's Unified Platform
Discover Tagetik's AI-enhanced features supporting consolidation features like intercompany eliminations and regulatory reporting, as well as planning and even ESG from a powerful single platform. Attendees will assess Tagetik's ability for your enterprise scale processes.
Excel-Centric Planning: Vena's AI Innovations for FP&A
See Vena's AI-driven add-ins for Excel-based planning and variance analysis, with a focus on collaborative forecasting. Attendees will walk away with practical tips for embedding AI without disrupting familiar interfaces widely preferred by users globally. Get acquainted with Vena, ideal for teams prioritizing familiarity and speed.
Fast Track 13 - 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 14 - 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 15 - 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 16 - 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 17 - 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 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
Craig Schiff
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 - Real-Time Data Acceleration: Overcoming Latency in EPM
A leading EPM consultant shares how they accelerated data loads for a global client using custom ETL. Attendees will learn techniques for performance tuning, helping you diagnose and fix similar bottlenecks in pursuit of high performance clock speed for your EPM system.
Lunch
Lunch - Experience culinary delights with a festive theme from Bellagio's chefs. Beverages, dessert included.
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.
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.
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.
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.
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!
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.
Breakfast
Join us for hot coffee and breakfast prepared by Bellagio's chefs to get a solid start to the day!
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
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.
Fast Track 25 - 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 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.
Fast Track 27 - 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 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.
Fast Track 29 - 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 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 - Mid-Market Efficiency: Prophix's AI-Enhanced Close and Reporting
Review Prophix's AI tools for streamlining month-end close and narrative reporting. Attendees will learn Prophix's strengths in user-friendly automation, providing clarity on cost-effective solutions for growing organizations.
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.
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 - Predictive Processes: AI in EPM for Demand Planning
Unpack predictive planning processes with an EPM solution's retail examples. Attendees will gain AI application strategies, for forward-looking operations.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
Vendor Led Demo
A leading EPM Vendor demonstrates their product and vision for EPM.
Vendor Led Demo
A leading EPM Vendor demonstrates their product and vision for EPM.
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!