Join me to learn the secrets of Capital Planning using Oracle EPM Planning. Sign up link!

Is your capital planning process in need of a transformative boost? Join us for an insightful 45-minute webinar where we delve into the world of integrated capital lifecycle management using Oracle EPM Planning. Discover how our capital-intensive clients across industries - Distribution, Transportation, Retail, Higher-Ed, and Healthcare - have harnessed the power of Alithya's Capital Portfolio Planning (CPP) accelerator to revolutionize their capital programs.

During this session, we'll showcase the capabilities of our accelerator, seamlessly automating key stages including request capture, prioritization, budget setting, project authorization, and ongoing monitoring. Through a live demonstration, witness how our out-of-the-box Oracle EPM Planning solution facilitates streamlined workflows, approvals, and comprehensive reporting for capital initiatives. 

Hear real-world success stories when we share case studies to highlight the outcomes achieved by organizations like yours. Gain insights into an integrated capital lifecycle that harmonizes back-office accounting and procurement tools with project execution and management systems in IT, facilities, site development, and construction.

Join us to reimagine your capital planning! Let's build a future where your capital investments are aligned, efficient, and seamlessly managed. Reserve your spot now to embark on this journey.

I’ll be giving the Alithya vendor session at the PACE Profitability+ Conference on Friday, September 15th at 11:25 EST! Learn more here! PACE = Profitability and Analytics Center of Excellence!

This is shaping up to be a killer conference, it’s free, and virtual.

Here is a look at the some of the conference sessions!

Join me as I help unveil a new business process accelerator built on Oracle EPM Planning. SIgn up here: link

Elevate Your Retail Banking with a Modern Margin Planning and Forecasting Process

Details

A margin planning process must support risk and return management for retail banks and credit unions to outperform peers. The key to accomplishing this is a flexible and scalable scenario-modeling platform that empowers users to model net-interest income, margin, and funds-transfer pricing across a diverse portfolio of deposit and loan products.  The tools and technology used are an important consideration to providing a competitive advantage; a margin planning solution should provide insight into a bank’s rapidly changing business and enable leaders to make quick and well-informed decisions.

Attend this webinar to see how Oracle Cloud EPM provides a prescriptive business modeling process that seamlessly links C-suite, finance, and branch teams to drive new business pipeline.  Alithya's Bank Margin Planning accelerator enables retail banks and credit unions to navigate economic uncertainties by exploring "what-if" interest rate benchmark adjustments to see the macro-economic impact.

Hear a real-world case study of one of our retail credit union clients that successfully deployed Alithya's Bank Margin Planning accelerator using Oracle EPM Planning and see a live demo of its capabilities, user-friendly interface, and potential to revolutionize your financial planning.

Did you know companies invested over $2.8T in capital investments in 2021? Too many orgs treat capital forecasting as an afterthought. But, you don’t need to! You can improve your capital forecasting and prioritization in minutes by activating Oracle’s Enterprise Performance Management Planning Cloud’s Capital forecasting model! In this session I’ll walk you through the Oracle EPM Capital module's wizard and configuration options – and show how you can activate the Oracle EPM Capital module in a few clicks. This is a great walkthrough for power Finance users to learn about the Capital model’s capabilities, including modeling changes to your fixed and intangible asset base and adding new capital leases/IFRS16.

Attend an interactive panel on multi-product EPM topics hosted by Alithya's Oracle ACEs. Led by Oracle ACE alum and Alithya SVP Mike Killeen, the panel will discuss topics and answer questions related to individual product areas, including Planning (Sara Beth Good), Profitability (Andrew LaFerla), Financial Close (Geordan Drummond), Master Data Management (Kevin Black), and Reporting. These experts will address attendees' questions spanning these various product areas to create a unique experience that spans numerous Kscope tracks. While the majority of the session will be reserved for Q&A from attendees, topics discussed include key product updates and design approaches for multi-pillar and multi-product Oracle Cloud implementations.

Sign up for KSCOPE 23 @ https://kscope23.odtug.com/p/cm/ld/fid=544

Are you the star in this scary movie? You might be if you are managing a $MMM-$BBB capital program without the right processes and tools! We’ll discuss Seven Challenges of Capital Programming and learn how to slay the deadly-seven using the Oracle EPM Planning Cloud. Are you able to see emerging trends for upcoming renovations, upgrades, and equipment replacements? Are capital projects approved that don’t make any sense?Are you able to reallocate and distribute capital funds throughout the year? Are you drowning under a sea of capital requests in email, Word, and Excel? If these questions ring true, learn the strategies you can use to revamp capital programming using the Oracle EPM Planning Cloud.

Agile means “to move quickly & easily!” The last three years have seen growth, pandemic crash, supply chain disruption, inflation, tight labor market, and rising interest rates! Did your planning process keep up? You need a planning and forecasting process that can keep up, bridging operations with management, using automation to forecast the routine, focusing on incremental initiatives, and escalating exceptions. Oracle EPM Planning give us a cloud platform that can make this happen resulting in an agile and dynamic forecasting process. Meet author David Pabst CPA/CITP and Oracle Ace Pro as he discusses some of the teachable concepts from his book, The Nine Principles of Agile Planning.

I’ll be speaking at the ODTUG Meetup on September 8th! Sign up here.

2:30 - 2:45 p.m. Welcome, ODTUG & Kscope23 Overview, Neviana Zhgaba | BNY Mellon
2:45 - 3:30 p.m. EPM Product Strategy & Roadmap, Mark Rinaldi | Oracle
3:30 - 4:15 p.m. Drillthrough Three Ways, Tim Faitsch | Applied OLAP
4:15 - 4:30 p.m. Break
4:30 - 5:15 p.m. From Arcane to ARCS, Fletcher Cox and Bryan Kelly | EPMI
5:15 - 6:00 p.m. PBCS Presentation, I’m Speaking! | Alithya

Please join me for one of my favorite talks on the 7 Challenges of Capital Programming!

Are you the star in this scary movie? You might be if you are managing a $MMM-$BBB capital program without the right processes and tools! We’ll discuss Seven Challenges of Capital Programming and learn how to slay the deadly seven using the Oracle EPM Planning Cloud. Are you able to see what emerging trends for upcoming renovations, upgrades, and equipment replacements? Are capital projects approved that don’t make any sense? Are you able to reallocate and distribute capital funds throughout the year? Are you drowning under a sea of capital requests in email, Word, and Excel? If these ring true, learn the strategies you can use to revamp capital programming using the Oracle EPM Planning Cloud.

Register here: https://register.gotowebinar.com/register/9041526432273826573?utm_content=217793610&utm_medium=social&utm_source=linkedin&hss_channel=lcp-36673

Finance teams need to prepare for the next 5 years with modern, nimble forecasting. Attend this mingle session to virtually meet with your peers and enjoy this networking opportunity in technology. Share your thoughts, opinions, and experiences - and ask questions!

Facilitated by David Pabst, attendees will receive a complimentary Kindle copy of his recent book The Nine Principles of Agile Planning – a great resource for finance leaders interested in creating world-class forecasting that reacts to real-time changes in the business and reduces risk.

Learn more KSCOPE21 Schedule

Hosting a book signing for ~The Nine Principles of Agile Planning~ (agileplanningbook.com) at Kimball’s Farm Cafe, Westford, Thursday 5/27 @ 8am. Join for a cup of coffee!