Demo Series: Move Finance Forward
In an evolving business landscape, CFOs are making big moves to turn unprecedented challenges into growth. Finance teams must pay attention to key opportunities to move their business forward—and to the technologies that can fuel success.
In these 30-minute demos, you’ll get an up-close look at the Oracle Fusion Cloud ERP and EPM solutions that can help.
Master Financial Planning for All of Your Projects
October 27, 2021
Start time: 1:00 p.m. CT
Overview
Title: Master Financial Planning for All of Your Projects
Date: October 27, 2021
Start Time: 1:00 p.m. CT
Description
While many companies are looking to cut costs, others are pivoting to make significant investments in new projects. These projects require precise, accurate planning—from start to finish. See how to plan for every financial aspect with the right tools to ensure you’re executing projects for the best ROI.
Speakers
Wayne Heather
Executive Director of EPM Product Marketing
Wayne has over 20 years in EPM. Wayne started his career implementing EPM solutions for customers across a wide range of industries and geographies. Working for Hyperion, IBM and Oracle, Wayne has had a large range of roles Consulting, Presales, Sales, Partner and territory manager and lastly Marketing where he helped Oracle launch their Cloud EPM business processes. Wayne often speaks at conferences and write thought leadership articles on EPM.
Nate Keller
Senior Solution Engineer
Nate Keller is a CPA with a background in EPM consulting and specializes in the realm of FP&A. He has 15 years of experience in the field and is passionate about architecting top-tier Planning solutions for organizations of all sizes. He enjoys transforming business processes by breaking down and simplifying complex problems into easy to manage bite size pieces.
Plan for the Right Talent at the Right Cost
November 17, 2021
Start time: 1:00 p.m. CT
Overview
Title: Plan for the Right Talent at the Right Cost
Date: November 17, 2021
Start Time: 1:00 p.m. CT
Description
Business as we know it has changed—and so has the way our employees work. In this live demo, learn more about how a connected and continuous workforce plan provides visibility throughout the organization, giving you the tools to manage and forecast workforce costs and successfully hire for the right skills and talent.
Speakers
Dan Smucker
Senior Principal Product Marketing Manager, EPM
Dan Smucker has an extensive product marketing background in the Enterprise PaaS and SaaS space. He’s led successful product launches, managed global product marketing and sales initiatives, and created winning assets (content) to drive awareness and increase revenues. He’s worked for both large enterprises and startups and has been with Oracle for over 4 years.
Andy King
Director of Product Management, EPM
Andy has been working with Oracle EPM/Hyperion for over 25 years as a client, partner and employee. He has led and delivered 100’s of solutions across many sectors and use cases. Having led internal developments, implementations, delivery teams and pre-sale engagements he is now a director of product management for EPM in the EMEA region.
Overcome Disruption with Integrated Planning
December 8, 2021
Start time: 1:00 p.m. CT
Overview
Title: Overcome Disruption with Integrated Planning
Date: December 8, 2021
Start Time: 1:00 p.m. CT
Description
Business planners are under pressure to adapt to modern challenges such as supply chain disruption or the launch of new services and products. To meet these challenges, they need to connect their planning across finance and supply chain operations. See how Oracle Fusion Cloud’s common user interface and data model enables faster, connected, more accurate planning across the business.
Speakers
Tom McDonough
Senior Director of Supply Chain Planning, Collaboration and Visibility Product Marketing
Tom has worked in supply chain management for over 25 years, leading supply chain functions in the high-tech industry at Technicolor and Intel and supply chain consulting services in media & communications, consumer goods and retail industries.
Colton Bretschneider
EPM Solution Engineer
Colton Bretschneider has been an EPM Solutions Engineer specializing in the Higher Education & Healthcare industries for over 2 years. Before working at Oracle, he worked in reimbursement consulting at Plante Moran, and he is a graduate from Michigan State University with a degree in accounting.
Overview
Title: How to Succeed with Subscription Business Models
Description
A successful subscription model requires digitally connected Order-to-Revenue applications to support customer retention, order fulfillment, billing and revenue management. With the right execution, new subscription businesses can add additional value for your customers while creating new revenue streams for your organization. Join us live to learn how Oracle’s Cloud Subscription Management solution can help you develop and integrate new subscription businesses to achieve customer-centric, data-driven growth.
Speakers
David Werner
Senior Director of Product Marketing
David Werner is a Senior Director of Product Marketing at Oracle for Oracle’s Fusion Cloud ERP solution. David has 25 years of experience working for enterprise software companies in various roles. He is located in Houston, Texas.
Kevin DeMartelaere
Master Principal Solution Engineer
Kevin DeMartelaere is a Master Principal Solution Engineer at Oracle for Oracle’s Fusion Cloud ERP solution. Kevin has 29 years of experience working across industries, including High Tech, Biotech/Pharma, Medical Device, Entertainment, Travel, Consumer Products, Distribution, and more. He is located in the San Francisco Bay area.
Overview
Title: Choosing an ERP? Embedded Security and Audit Tools are a Must
Description
The foundation for strong audits starts with choosing the right ERP. For the best outcomes, you need an ERP that allows you to embed automated security controls—giving you continuous monitoring, long after go-live. Join us live to see how finance leaders can partner with IT to protect the business from ever-changing risks and an unknown cyber and digital future. We’ll share security, risk and audit tools and best practices that ensure separation of duties (SoD), audit-readiness, and peace of mind.
Speakers
Aman Desouza
Director, Product Strategy, Oracle Risk Management Cloud
Aman interacts with hundreds of customers each year, about solving their application security, risk management & compliance challenges. Prior to joining Oracle, Aman has held a variety of sales and operational leadership roles, across multiple industries, in the US as well as in Europe and Asia.
Lakshmi Rajamohan
Sr. Principal Product Strategy Manager
Lakshmi manages product strategy and influences roadmap for Oracle Risk Management Cloud. Over the last decade, she has been enabling sales teams, ensuring implementation partner success and guiding customers reach their Risk and Compliance goals.
Overview
Title: Automate Account Reconciliation to Accelerate Your Financial Close
Description
Account reconciliation—a leading cause of delays in the financial close—is particularly suited for automation in the cloud. In this live demo, let us show you how you can quickly automate high-volume, labor-intensive reconciliations, execute transaction matching, and take advantage of useful interactive dashboards to speed the financial close.
Speakers
Emma Yu
Director of EPM Cloud Product Marketing
Emma has over 15 years of experience working in the enterprise software industry and highly focused on helping companies be more data-driven and agile. Working for 3VR, Planful and most recently Oracle, Emma has had roles in marketing strategy, partner and business development, demand generation, and product marketing. With a passion for EPM and EDM, Emma often contributes to thought leadership articles and speaks in webcasts on these topics.
Jon Summy
Principal Solution Engineer, EPM
Jon brings a wealth of expertise gained from over 20 years of industry experience working for Trintech, Blackline, and now Oracle. Jon is an industry expert in reconciliation transformation and transaction matching automation. He has successfully implemented reconciliation projects within the following industries: Retail, Food and Beverage, Manufacturing, Banking, Consumer, Energy, Financial Services, Education, Government, Technology, Transportation, Telecommunications, and Healthcare. He holds a degree in Strategic Management from the University of North Texas.
Overview
Title: Navigate a Crisis with Scenario Planning
Description
Every underlying assumption about “business as usual” is wrong. Scenario planning can help you visualize the future, plan for multiple scenarios, and assess how to respond. Let us show you how Oracle Cloud EPM Scenario Planning can shine a light on your path to growth.
Speakers
Wayne Heather
Executive Director, EPM Product Marketing
Wayne has over 20 years in EPM. Wayne started his career implementing EPM solutions for customers across a wide range of industries and geographies. Working for Hyperion, IBM and Oracle, Wayne has had a large range of roles Consulting, Presales, Sales, Partner and territory manager and lastly Marketing where he helped Oracle launch their Cloud EPM business processes. Wayne often speaks at conferences and writes thought leadership articles on EPM.
Drew Smith
Solution Engineer
Drew Smith is a Solution Engineer focused on Oracle Fusion Cloud EPM and he is based out of the Boston Area. Drew received his BBA in Finance from the University of Iowa with certification in Risk Management and Insurance. Drew has helped many financial leaders move their business forward by showcasing the power and flexibility of Scenario Planning.
Overview
Title: Improve Forecasting to Optimize Cash Flow
Description
In this environment, cash is king. Many organizations still have manual processes for cash forecasting. On the other hand, leading organizations leverage technology to improve collaboration between FP&A, Treasury, Financial Controllers and the operations. Learn how to automate cash forecasting, unlock value, and bring more certainty to cash flow management process. Let us show you how cash forecasting Oracle Cloud EPM & ERP can help your business to navigate your path to growth.
Speakers
Marc Seewald
Vice President, EPM Product Management
Marc Seewald is a vice president of EPM Product Management at Oracle, and has 20+ years of experience in Enterprise Performance Management (EPM). He has in-depth experience across the financial close, FP&A, and tax reporting domains, and has worked with numerous Global 2000 companies. Marc joined Oracle 8+ years ago and leads multiple product lines within Oracle EPM. Prior to joining Oracle, he was vice president of product management at Longview Solutions – a North American-based EPM software company.
Eric Kaplan
Principal Sales Engineer
Eric Kaplan is Principal Solution Engineer at Oracle with over 20 years of experience in various Finance roles. He has in-depth working with large multi-national companies on how to effectively leverage best practices in Treasury and Cash Management. Eric joined Oracle in 2019 as a Principal Solutions Engineer focusing on EPM Cloud applications. Prior to joining Oracle, he was vice president of sales for BELLIN – a Treasury and Cash Management technology provider.
Overview
Title: Reallocate and Refocus with Zero-Based Budgeting
Description
Gain a deeper understanding of your spend and reprioritize investments, setting you up for success. Let us show you how the powerful combination of zero-based budgeting and narrative reporting can move your business forward.
Speakers
Wayne Heather
Executive Director, EPM Product Marketing
Wayne has over 20 years in EPM. Wayne started his career implementing EPM solutions for customers across a wide range of industries and geographies. Working for Hyperion, IBM and Oracle, Wayne has had a large range of roles Consulting, Presales, Sales, Partner and territory manager and lastly Marketing where he helped Oracle launch their Cloud EPM business processes. Wayne often speaks at conferences and writes thought leadership articles on EPM.
Cindy O’Reilly
Senior Solution Engineer
Cindy O’Reilly has been a leader in the Planning and Analytics space since the 1990s and has experience in various planning methodologies, specifically zero-based budgeting (ZBB). She authored a book around the topic of Business Intelligence/Decision Support in 2003, Intelligent BI for the New Economy.
Overview
Title: Align your financial and operational planning
Description
How do you put your plans into action? Connected business planning across finance and supply chain can help you be agile, act quickly, and pivot to new business models. Let us show you how connecting Scenario and Supply Chain Planning in the Oracle Cloud can move your business forward.
Speakers
Marc Seewald
Vice President, EPM Product Management
Marc Seewald is a vice president of EPM Product Management at Oracle, and has 20+ years of experience in Enterprise Performance Management (EPM). He has in-depth experience across the financial close, FP&A, and tax reporting domains, and has worked with numerous Global 2000 companies. Marc joined Oracle 8+ years ago and leads multiple product lines within Oracle EPM. Prior to joining Oracle, he was vice president of product management at Longview Solutions – a North American-based EPM software company.
Colton Bretschneider
EPM Solutions Engineer
Colton Bretschneider is an EPM Solutions Engineer specializing in the Higher Education & Healthcare industries. Before working at Oracle, he worked in reimbursement consulting at Plante Moran, and is a graduate from Michigan State University with a degree in Accounting.
Enrique Lopez-Tello
VP of Manufacturing & Hi Tech Industries
Enrique has hold management positions in global companies that develop and commercialize high technology solutions and services during the last 25 years (software, hardware and networks). He developed his career in Asia, North America and Europe. During the last 13 years Enrique helped defining and implementing Oracle’s Global offering as Industry Solutions provider with a more recent focus on IoT, Big Data & AI emerging technologies used by G2000 organizations. Before Oracle, he held senior management positions in the area of Services, Supply Chain and Manufacturing at AT&T, Lucent Technologies, Telefonica, Agere and Indra.
Overview
Title: Adapt and Compete with a Data-First Strategy
Description
Today’s competitive companies have a data-first strategy that permeates their organizations. They’ve connected their business applications and synchronized enterprise data, such as product hierarchies, to create trust in the numbers. See firsthand how cloud enterprise data management capabilities such as data governance, change data visualization, and hierarchy management give finance teams the agility to adapt to change, faster.
Speakers
Emma Yu
Director of ERP/EPM Cloud Product Marketing
Emma has over 15 years of experience working in the enterprise software industry and highly focused on helping companies be more data-driven and agile. Working for 3VR, Planful and most recently Oracle, Emma has had roles in marketing strategy, partner and business development, demand generation, and product marketing. With a passion for EPM and EDM, Emma often contributes to thought leadership articles and speaks in webcasts on these topics.
Drew Wilson
Master Principal Sales Engineer, Oracle EPM/EDM SaaS
Drew Wilson has been with Oracle since 2006. In that time, he has implemented Oracle Data Management solutions before moving to the SE role in 2007 where he has worked with some of the largest and most complex organizations successfully solving their data management and alignment challenges. Prior to his Oracle tenure, he spent 11 years managing Accounting, Finance and Financial Systems organizations developing his passion for the importance of data as a valuable asset.
Overview
Title: Business Innovation: Financial Analysis of As-a-service Business Models
Description
Transforming from a product focus to an as-a-service focus requires involvement from all lines of business. In a subscription-based business model, a continuous check of financial viability is of paramount importance both for service providers and customers. We will show how our Anything-as-a-Service industry solution can help service providers to easily identify service offerings at risk for margins and take the appropriate corrective actions as well as how customers can tune their service contracts to maximize benefits from an “as-a-service” business model.
Speakers
John Barcus
Group VP of Manufacturing Industries
John has been with Oracle for over 20 years, 8 of which were in consulting working with customers to manage large global ERP and advanced planning projects. John brings to companies a strong manufacturing, supply chain, and industry background. His implementation and business experiences help customers to use technology to solve business issues, gain competitive advantage, and to adapt to the rapidly evolving needs of the digital age. John has been a frequent speaker at industry events.
Mike Truitt
Master Principal Sales Engineer
Mike is an experienced business architect practitioner with a focus on the Quote to Cash and Issue to Resolution. He has over 25 years experience working in enterprise solutions sales for CX and ERP. He received his MA focused in Social Studies Secondary Ed from Widener University.
Overview
Title: Accelerate an Automated, Connected Financial Close
Description
Companies can’t afford to be slowed down by manual processes and inaccuracies especially as they contemplate their next big moves. Let us show you how Oracle Cloud EPM and ERP can help you automate the extended financial close, connecting stakeholders and systems so you can get timely, accurate information into the hands of decision-makers.
Speakers
Emma Yu
Director of ERP/EPM Cloud Product Marketing
Emma has over 15 years of experience working in the enterprise software industry and highly focused on helping companies be more data-driven and agile. Working for 3VR, Planful and most recently Oracle, Emma has had roles in marketing strategy, partner and business development, demand generation, and product marketing. With a passion for EPM and EDM, Emma often contributes to thought leadership articles and speaks in webcasts on these topics.
Michael Gobbo, CPA, PMP
Distinguished Solution Engineer
Michael Gobbo is a Distinguished Solution Engineer and has been with Oracle over 14 years. During his tenure, he has worked feverishly with an industry-wide transformation and convergence of Enterprise Resource Planning (ERP) and Enterprise Performance Management (EPM) brining a seamless and unified solution to the Office of the CFO. Michael has aligned and moved organizations in unchartered territory with large-scale and complex projects/initiatives. Prior to joining Oracle, Michael spent over 10 years in the Media and Entertainment industry bringing best practices to Finance and Accounting organizations leveraging technology. Prior to that, he spent 15 years in public accounting serving a wide range of clients.
Overview
Title: Capitalize on M&A and Divestitures with Accounting Hub and Enterprise Data Management
Description
According to Reuters, we’re in one of the most active periods in decades for mergers and acquisitions. CFOs and their teams must act with precision to capitalize on M&A and divestitures now. See how Oracle Fusion Cloud ERP and EPM solutions can help you model business changes and bring together the disparate financial data for a single trusted source of financial information.
Speakers
Steven Dalton, CPA
Senior Director Oracle Cloud ERP Product Marketing
My CPA and enterprise software experience has provided me keen insights on the needs finance teams have for financial software solutions. Over the past 2 years my work has focused on how finance teams grapple with the myriad of challenges that result from M&A activities. Thankfully they now have a solution to achieve a single source of financial truth with Oracle Fusion Cloud Applications Suite!
Anne Cronin
Master Principal Solution Engineer, Cloud Financials
I have over 25 years of experience working with companies to help streamline and automate their accounting processes, and to create a comprehensive accounting platform. The Oracle Cloud Application suite allows businesses to easily handle the challenges of bringing acquisitions onto their accounting platform for comprehensive and consistent financial reporting and analysis.
Overview
Title: Create a Risk-Intelligent Culture with Risk Management Cloud
Description
Relentless change brings exposure to evolving risks. Building a risk-intelligent culture helps organizations secure consistently successful business outcomes. In this demo, we’ll show you how risk management integrated into your cloud ERP Solution, can streamline processes across audit, compliance, risk management, and business continuity planning.
Speakers
Aman Desouza
Director, Product Strategy, Oracle Risk Management Cloud
Aman interacts with hundreds of customers each year, about solving their application security, risk management & compliance challenges. Prior to joining Oracle, Aman has held a variety of sales and operational leadership roles, across multiple industries, in the US as well as in Europe and Asia.
Lakshmi Rajamohan
Sr. Principal Product Strategy Manager
Lakshmi manages product strategy and influences roadmap for Oracle Risk Management Cloud. Over the last decade, she has been enabling sales teams, ensuring implementation partner success and guiding customers reach their Risk and Compliance goals.