Oracle EPM Summit - The Future of Finance
Featuring a keynote on industry trends by AICPA, a customer success story from Peraton and the opportunity to experience the latest AI capabilities in Oracle EPM hands on!
Hosted by Oracle and SC&H
Join us for an exclusive hands-on workshop designed to explore the latest advancements in Oracle EPM. Gain insights from industry leaders, experience the power of native AI in EPM, and dive deep into breakout sessions tailored to your interests. CPE Credits offered through Keyteach (see details below).
*Participants are asked to bring their laptops for the hands on portion of the summit.
Agenda:
Arrive at 11:30am for Registration & Lunch- Keynote Address Presented by Tom Hood, EVP of Growth, AICPA
- State of Finance, Technology & Talent Transformation (Macro and Industry Trends)
- Customer Success Story | Presented by Tim Morgan, VP, Corporate Finance, Peraton & John Smiechowski, Managing Director, SC&H
- How Peraton Modernized & Transformed with Oracle EPM & SC&H
- Take the Steering Wheel and Test Drive Oracle EPM!
- Get hands on with the latest AI innovation delivered natively in Oracle EPM Reporting, Planning & Close, plus breakout sessions for planning, financial close, EDM and ESG
Close with Happy Hour at 5pm!
*Please Note*
This is an in-person event, no virtual offeringNon-sponsoring Oracle Partners are not eligible to attend
Space is Limited; Reserve Your Spot Today!
Detailed Agenda (Click to Expand)
11:30 AM
Arrival / Registration / Lunch
12:00 – 12:30 PM | Keynote Address
State of Finance, Technology & Talent Transformation – Macro and Industry Trends (Presented by Tom Hood – EVP, Growth at AICPA)
12:30 – 1:00 PM
How Peraton Modernized & Transformed with Oracle EPM & SC&H (Presented by Tim Morgan – VP, Corporate Finance at Peraton & John Smiechowski, Managing Director, SC&H)
1:00 – 1:20 PM
Trends in EPM (Presented by Maurice Claggett, Oracle)
1:20 – 2:00 PM
Hands-On – Native AI in EPM
- Reporting
- Cumulative / Aggregated Commentary
- Generative AI – Native Gen AI to create powerful narratives
- Insights – Data Science-generated patterns, anomalies, and trends within your data
2:00 – 2:10 PM
Break
2:10 – 2:50 PM
AI in Planning & Close
- Planning
- Predictive Planning
- Auto Predict to Generate a Forecast
- Close
- Task Process Orchestration / Automation
- Automating Data Loading in a governed process
- AI Powered Application Recommendations
2:50 – 3:00 PM
Delivering a Successful Implementation
- Oracle EPM Implementation Success Program
- Keyteach Oracle EPM Training Offering
3:00 – 5:00 PM
Breakout Sessions
This will be the most interactive portion of the event, where Oracle reps will lead hands-on sessions with everyone in attendance. Each attendee will choose which session(s) they want to attend across Financial Close, Planning, Enterprise Data Management and Sustainability / ESG.
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Breakout Room 1: Connected Planning
3:00 – 3:55 PM
- SG&A Expense Planning
- Sales Planning
- Driver-Based Planning
3:55 - 4:05 PM
Break
4:05 – 5:00 PM
- Demand Plan Integration
- Workforce Planning
- Reporting & Dashboards
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Breakout Room 2: Account Reconciliation & Financial Consolidation
3:00 – 3:55 PM
- Reporting & Dashboards
- Account Reconciliation
- Creating Journal Entries
3:55 - 4:05 PM
Break
4:05 – 5:00 PM
- Out-of-the-box Consolidations
- Collaborating on Report Packages
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Breakout Room 3: Hands-on – Enterprise Data Management and Sustainability / ESG
3:00 – 3:55 PM
Enterprise Data Management
- Routine Hierarchy Change Management, Governance, and Auditability
- Mapping and Rationalization for Transformational Use Cases
- Matching and De-duplication
3:55 - 4:05 PM
Break
4:05 - 5:00 PM
Sustainability / ESG
- Review Sustainability Reporting
- Integrate ESG Data from multiple Data Sources
- ESG Planning and Goal Setting
5:00 PM Session Ends – Happy Hour!
Learning Objectives:
- Recall the key elements of Oracle Cloud EPM and its capabilities.
- Recognize how Oracle Cloud EPM's natively built AI capabilities will modernize and automate your finance & accounting processes.
- Identify the capabilities of Oracle Cloud EPM for connected planning, close and reporting processes.
- Explore best practices for structuring, processing and collating ESG data.
- Summarize data governance capabilities, workflow actions and collaboration features in Enterprise Data Management.
- Recognize how to manage Account Reconciliation compliance processes.