Agenda
EPM Summit Agenda – Unprecedented Focused Content Across Vendors and Consulting Firms
View the Highlights by Expanding Below or Scroll Down to See Detailed Sessions
Show EPM Summit Agenda Highlights
Thought Leadership for the Future of EPM:
- Keynotes from: Analysts, Founders/CEOs, Thought Leaders
- Real world experiences of Finance Leaders
- Architects and Innovators for EPM Service Firms
Rapid sessions featuring prebuilt content and proven methods:
- Fully Connected SaaS Revenue Plans – Colin Sygrove, Justin Merritt
- Workforce Planning: How to Build More Accurate, Agile, and Insightful Personnel Plans – Melissa Harrell Frey, Steve Roth
- From Property to Portfolio: Integrated Planning for Real Estate – Harjot Ghai
Process & Technical Sessions by leading EPM Consultants:
- Modernizing EPM: A Practical Roadmap to Next-Gen Planning – David McAndrews, Jim Brinnen, Dan Barrett
- The AI Advantage: Turning Finance into a Strategic Powerhouse – Dominic Nguyen, Kyle Trainor
- Solving the Data Challenge and Unlocking Real AI Impact – Della Linger, Aubrey Chapnick
Vendor Sessions:
- Pigment: From Planning Platform to Decision Engine: Building the AI-First Enterprise – Doug Thiel, Ed Gromann
- SAP: Reimagining EPM: Next-Generation Platform – Chris Clay, Jonathan Teopaco
- Anaplan: Scenario Modeling Mastery – Neil Thomas
- And many more!
Critical EPM information:
- Building an EPM Business Case: From ROI to Approval – Steve Sussman
- Vendor Landscape: Strengths and Gaps in 2026 EPM – Craig Schiff, John Colbert
Get Enlightened by Provocative Panel Discussions:
- Process Differentiation: What Makes Vendor EPM Approaches Stand Out
- Future Proofing: Vendor Takes on Multi-Tool Orchestration
- EPM Fit: Vendors Discuss When to Choose Their Products and When Not
- AI Visions: How Vendors See Agents Transforming EPM
- The Importance and Use of Financial Consolidation in EPM
Participate in Ongoing Senior Finance Podcast Interviews:
- The CFO Thought Leader Podcast – Jack Sweeney
Schedule a Personalized Vendor Selection Advisory Session:
- BPM Partners
Expand Your Solution Knowledge with Scheduled Product Demonstrations:
- Detailed Hands-on Solution Demonstrations – choose 3 from 12 products!
- Focused Capability Demonstrations from EPMies Nominees (see category list below)
Help Select the EPMie Award Winners in Eight Categories:
- Best Financial Planning and Analysis Solution (FP&A)
- Best Financial Consolidation, Close and Reporting Solution
- Best Workforce Planning Solution
- Best Sales Performance Management Solution
- Best Revenue Performance Management Solution
- Best Supply Chain Planning and Analysis Solution
- Best Use of agentic AI (Orchestration and Automation)
- Best Use of GenAI, ML, and Anomaly Detection (Predictive, Chatbots, Transaction Matching)
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