Oracle EPM Summit - The Future of Finance

11:30 AM
Arrival / Registration / Lunch

12:00 – 12:30 PM | Keynote Address
Riding the Waves of Finance Skills Transformation (Presented by Barry Payne, Regional Vice President - Americas, AICPA)

• How People, Not Tech, Fuel Finance Transformation
• Future-Ready Finance: Skills and Experience Over Roles
• The Rise of 'T-Shaped Professional'

12:30 – 1:00 PM
How Oldcastle Modernized & Transformed with Oracle EPM & SC&H (Presented by Vincent Verwoerdt, Director FP&A, Oldcastle & Garren Lafond, Principal, 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, Monitoring & Automation (IPA)
  • 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 Planning & Forecasting, Account Reconciliation & Financial Consolidation, and EPM AI Capabilities

>>> 

Breakout Room 1: Planning & Forecasting

3:00 – 3:55 PM - Crawl, Walk, Run Your Plans (Part 1)

• Reporting & Dashboards
• SG&A Expense Planning
• Driver-Based Planning

3:55 - 4:05 PM
Break

4:05 – 5:00 PM - Everything Connected Planning (Part 2)

• Demand Plan Integration
• Sales Planning
• Workforce Planning
• Predictive Cash Forecasting and More!

>>> 

Breakout Room 2: Account Reconciliation & Financial Consolidation

3:00 – 3:55 PM - Connecting Your Close (Part 1)

• Reporting & Dashboards
• Task Manager
• Introduction to Data Integration & Mappings
• Out-Of-The-Box Consolidations

3:55 - 4:05 PM
Break

4:05 – 5:00 PM - Connecting Your Close (Part 2)

• Account Reconciliation
• Operational Dashboards
• Creating Journal Entries
• And More!

>>>

Breakout Room 3: Adopting Oracle EPM AI Capabilities (this track is intended for existing Oracle EPM Cloud customers that want to learn more about how to get started with AI capabilities in Oracle EPM) 

3:00 – 3:55 PM - Everyone Is Talking About AI, But Where And How Do I Get Started? (Part 1)

• Practical AI Use Cases Within Oracle EPM
• How to Identify Oracle EPM AI Use Cases For Your Company
• Techniques For Ensuring Data Availability, Monitoring & Tuning AI Performance and Effectively Communicating Its Value to Your Organization

3:55 - 4:05 PM
Break

4:05 - 5:00 PM - Hands-On Configuring AI in Oracle EPM (Part 2)

• See How Oracle AI Analyzes Past Data and Predicted Data, Helping You Find Patterns and Insights Into Data That You Might Not Have Found on Your Own
• Experience How Easy it is to Configure Oracle EPM AI Hands-On
• You'll Leave Knowing How to Stand Up a Sample Application in Your Test Environment with Sample Data so You Can Continue Working With It When You Return to the office 

5:00 PM Session Ends – Happy Hour!

Learning Objectives:

1. Recall the key elements of Oracle Cloud EPM and its capabilities.
2. Recognize how Oracle Cloud EPM's natively built AI capabilities will modernize and automate your finance & accounting processes.
3. Identify the capabilities of Oracle Cloud EPM for connected planning, close and reporting processes.
4. Participants will be able to identify and evaluate practical AI use cases within Oracle EPM and gain hands-on experience configuring AI in Oracle EPM
5. Recognize how to manage Account Reconciliation compliance processes.