Watch our webinars & product demos to learn more about Corporate performance management
We are happy to share our knowledge and experience with those interested in Corporate Performance Management, and that’s why we decided to conduct a series of webinars in which we are trying to teach business executives how to streamline their processes through technology.
Webinar of the Month

Corporate Planning Automation
90%of spreadsheets contain data and formula errors. This can result in restatements and missed forecasts as well as create distrust in the numbers and delay strategic decisions.
Watch this webinar and learn why automation is a need, Workday Adaptive Planning accelerates the budgeting and planning process by 70% by using automation to streamline processes, eliminate manual data entry, and reduce the risk of errors by delivering accurate, up-to-date data.
Corporate Planning Automation
90%of spreadsheets contain data and formula errors. This can result in restatements and missed forecasts as well as create distrust in the numbers and delay strategic decisions.
Watch this webinar and learn why automation is a need. Workday Adaptive Planning accelerates the budgeting and planning process by 70% by using automation to streamline processes, eliminate manual data entry, and reduce the risk of errors by delivering accurate, up-to-date data.
Past webinars

Budgeting for 2021
Your A to Z Guide to Budgeting Season
In this webinar, you’ll hear finance experts share their FP&A tips ranging from A to Z to help you understand how to use Workday Adaptive Planning to achieve planning and budgeting success.
Tips include:
- Effective ways to start the financial modeling process
- Best practices for board reporting
- The right way to benchmark against your peers

Demo video-Budgeting for 2021
Corporate Budgeting for 2021
Struggling to put together a budget that will hold up in a volatile and uncertain environment? Our panel of finance experts will discuss lessons learned from recent events and how to ‘future proof’ your 2021 plan.
Watch this software demo video to learn how to:
- Create dynamic what-if models for top-line, headcount and OPEX
- Monitor liquidity and performance on a rolling basis
- Account for an increasingly remote workplace
- Marry bottoms-up operational plans with tops-down target setting

Your "A to Z" Guide to Budgeting Season
Your A to Z Guide to Budgeting Season
In this webinar, you’ll hear finance experts share their FP&A tips ranging from A to Z to help you understand how to use Workday Adaptive Planning to achieve planning and budgeting success.
Tips include:
- Effective ways to start the financial modeling process
- Best practices for board reporting
- The right way to benchmark against your peers

bEYOND EXCEL - Moving Away from Spreadsheets for Financial Planning
Moving Away from Spreadsheets for Financial Planning
It’s time to think beyond the limits of spreadsheets. Watch this webinar to learn about the advantages of moving from spreadsheets to a Workday Adaptive Planning cloud-based financial planning solution.
The webinar also includes a demo of Workday Adaptive Planning in action so you can see for yourself how it can help you enable active planning.
What Customers Say About Workday Adaptive Planning
“After using Workday Adaptive Planning, I can’t imagine ever going back to modeling and reporting with linked spreadsheets. We have saved over twenty weeks of time spent by the finance team on the budgeting, forecasting, and reporting process by moving to Workday Adaptive Planning.”—JOE DESALVIO, CFO, ASSOCIATION FOR FINANCIAL PROFESSIONALS

Demo video - modelling and planning with collaborative cloud software
Demo video - modelling and planning with collaborative cloud software.
Excel is a great product – used for the right reasons in the right place it does the job of forecasting and budgeting admirably.
Yet in today’s fast-moving markets speed, complexity and data start to complicate the process of planning and forecasting, making good old Excel creak at the seams for some.
So in this webinar, we look at when and if it is time to move.
Whatch now our ee cloud planning in action.

Demo video - Agile Budget and forecasting
Templates and Tips to Help You Budget and Forecast Your Business
Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business?
To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning.
Join this webinar to hear how Adaptive Insights can help you by:
- Providing industry-specific, real-world templates for subscription businesses, non-profits, healthcare organizations, Professional services, Fintech, and more
- Creating dimensions to slice and dice data based on go to market strategies such as B2B vs. B2C, direct/indirect channels, territory segmentation, and freemium vs. paid
- Involving key stakeholders (department heads, branch managers, team leads) in the budgeting process and empowering them to own their KPIs
- Marrying top-down, driver-based targets with granular operating plans

TEMPLATES AND TIPS TO HELP YOU BUDGET AND FORECAST YOUR BUSINESS
Templates and Tips to Help You Budget and Forecast Your Business
Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business?
To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning.
Join this webinar to hear how Adaptive Insights can help you by:
- Providing industry-specific, real-world templates for subscription businesses, non-profits, healthcare organizations, Professional services, Fintech, and more
- Creating dimensions to slice and dice data based on go to market strategies such as B2B vs. B2C, direct/indirect channels, territory segmentation, and freemium vs. paid
- Involving key stakeholders (department heads, branch managers, team leads) in the budgeting process and empowering them to own their KPIs
- Marrying top-down, driver-based targets with granular operating plans

THE MODERN CFO MEETS THE BUSINESS PLANNING CLOUD
The Modern CFO Meets the Business Planning Cloud - On demand Webinar
Do you spend 80% of your time pulling data and only 20% analyzing data?
What if you could flip that and make it 20% pulling data and 80% analyzing it?
Learn how the three C’s of the planning process (comprehensive, continuous, and collaborative) can help your team become more strategic in “The Modern CFO Meets the Business Planning Cloud.”

Reforecasting and Scenario Planning in Times of Uncertainty
Reforecasting and Scenario Planning in Times of Uncertainty
In light of recent events, we know many finance teams are busy reforecasting plans for the year.
We’ll talk to FP&A professionals and discuss some of the scenarios they’re planning, how they’ve set up their systems, and the processes they’ve put in place to model and track results.
In this webinar, our panellists will discuss the various sources of uncertainty for forecasting in the age of COVID-19. We will talk through how to:
– Create dynamic what-if models for top-line, headcount, and OPEX
– Shorten forecast cycles by automating actuals import
– Engage stakeholders as active participants in planning

Dashboards and Self-Service Reporting
DASHBOARDS AND SELF-SERVICE REPORTING
Stop struggling with the requests of multiple stakeholders, all of whom need different answers.
Provide executives with the high-level dashboards they need to identify trends. Give CFOs the flexibility to slice, dice, filter and sort the figures. And give yourself the power to create reports that are automatically updated, easily understood, and visually engaging.
Join and learn how to:
Build groups of reports by user role (CEO, CFO, financial analyst)
Empower all business users to do ad hoc reporting, and accomplish variance reporting and analysis
Distribute consistent information in an automated fashion
Engage participants from across the business

4 steps to improve forecasting
4 STEPS TO IMPROVE FORECASTING
Do you wake up dreading the thought of spending hours on your financial forecast?
Are you struggling with:
- Lack of real-time data
- Multiple sources of truth
- Shortage of collaboration and communication
- Accuracy of data
- Inability to plan multiple scenarios
Learn how they mitigate these challenges. We will walk through 4 steps to improving your forecasting techniques and provide tips and tricks along with way.
Watch now and get the insights that will lead you to improve your forecasting!

Demo Video - 5 Steps to getting your business on board with rolling forecasts
Demo video - GETTING YOUR BUSINESS ON BOARD WITH ROLLING FORECASTS
Watch now our Demo video and learn how to set your course right with rolling forecasts. Dramatically reduce the time your business spends laboring over the annual plan or budget, so that your assumptions are current and in line with actual market conditions.
We’ll guide you through some of the most important best practices as well as advise you on steps to making rolling forecasts a success in your organization.
You will learn the reasons why to try Rolling Forecast:
- Enable agile responses to changing market conditions
- Optimize decision-making for better planning
- Identify future performance gaps
- Help senior executives manage performance expectations
- Shorten long planning cycles with a more efficient model—and
direct the extra time toward more strategic activities

5 Steps to getting your business on board with rolling forecasts
5 STEPS TO GETTING YOUR BUSINESS ON BOARD WITH ROLLING FORECASTS
Learn how to set your course right with rolling forecasts. Dramatically reduce the time your business spends laboring over the annual plan or budget, so that your assumptions are current and in line with actual market conditions.
We’ll guide you through some of the most important best practices as well as advise you on steps to making rolling forecasts a success in your organization.
You will learn the reasons why to try Rolling Forecast:
- Enable agile responses to changing market conditions
- Optimize decision-making for better planning
- Identify future performance gaps
- Help senior executives manage performance expectations
- Shorten long planning cycles with a more efficient model—and
direct the extra time toward more strategic activities

Active planning for Life Sciences Industry with Adaptive Insights
Active planning for Life Sciences Industry with Adaptive Insights
Adaptive Insights is the leader in strategic Performance Management, with proven results in businesses all around the world. By using the tool, companies are able to plan finance, workforce, sales, operations and other business aspects more efficiently and gain real competitive advantages on the market.
Join us to see how Adaptive Insights is helping customers in the Life Sciences industry to improve financial planning and forecasting activities, from the pre-clinical research stage to the commercialization; gaining efficiency in planning, forecasting and reporting activities.
- Challenges that financial planning teams in Life Sciences organisations face
- How to convert these challenges into business opportunities?
- A quick high-level overview of Adaptive Insights tool
- Demo of Adaptive Insights tool

Active planning for Nonprofit Organizations - Product Demo
Active planning for Non-profit Organizations - Product Demo
Some of the best-run non-profits run Adaptive Insights financial planning software to effectively align demand for their services with funding while achieving clear visibility into their expenses. We have deep expertise in budgeting and planning for non-profit organizations and understand the importance of making every dollar count to support your mission.
More than 500 Non-profit organization (Arts and Culture, Associations, Education, Foundations, etc.) use Adaptive Insights, offering visible benefits:
- Run organizations with fewer resources
- Meet increasing demands for services
- Manage revenue streams more efficiently
- Collaborate continuously (the active planning process is collaborative, comprehensive and continuous)
The Webinar agenda:
- Adaptive Insights – helping Non-profit organizations streamline their processes and be more strategic
- Challenges that financial planning teams in Non-profit organizations face
- How to convert these challenges into business opportunities?
- A quick high-level overview of Adaptive Insights tool
- Demo of Adaptive Insights tool

Active Planning for Professional and Business Services
Active Planning for Professional and Business Services - Product Demo
The Adaptive Insights Business Planning Cloud enables Professional, and Business Services firms of all sizes to plan and collaboratively model their internal processes, to access easily real-time analytics, and streamline sophisticated reporting.
Smooth, powerful, and fast Software:
- Collaboration (plan with your team)
- Extensive Analytics (analyse everything)
- Fast Software (plan and adapt without compromise)
Adaptive Insights provides service-based companies with budgeting, planning, and reporting solution that includes multidimensional, driver-based modelling capabilities, and integrated P&L and cash flow.
The Webinar agenda:
- A quick high-level overview of Adaptive Insights tool
- How Professional and Business Services Organizations can plan and adapt without compromise
- Best practice model for companies in this industry
- Demo of Adaptive Insights tool planning and reporting.

Active Planning for Healthcare Providers
Active Planning for Healthcare Providers - Recording
Join us to see how Adaptive Insights is helping customers in the Life Sciences industry to improve financial planning and forecasting activities, from the pre-clinical research stage to the commercialization; gaining efficiency in planning, forecasting and reporting activities.
- Challenges that financial planning teams in Life Sciences organisations face
- How to convert these challenges into business opportunities?
- A quick high-level overview of Adaptive Insights tool
- Demo of Adaptive Insights tool

Active planning for SaaS Companies
Active planning for SaaS Companies
Software publishers, software-as-a-service (SaaS) companies, and other subscription businesses deliver value by helping customers enhance productivity, reduce operating costs, and improve processes that ultimately result in better products and services.
However, to execute everything efficiently and grow continuously, these businesses must develop a strategic plan for their products, market them aggressively and sell, while also keeping acquisition cost structures in check, keeping customers extremely satisfied, and closely match sales with recurring revenue plans.
The Webinar agenda:
- A quick high-level overview of Adaptive Insights tool
- SaaS finance teams’ biggest challenges
- How to convert these challenges into business opportunities?
- Best practice model for SaaS Companies
- Benchmarking for Software Companies
- Demo of Adaptive Insights tool
product Demos

Accounts receivable Demo
Accounts receivable (AR) is the balance of money due to a firm for goods or services delivered or used but not yet paid for by customers.
The longer receivables are outstanding, the higher the risk will never be collected.
Watch our Demo and learn more about this Solution.
Accounts Receivable Solution - Demo video
Accounts receivable (AR) is the balance of money due to a firm for goods or services delivered or used but not yet paid for by customers.
Not monitoring your company’s Accounts receivable can lead to unnecessary financing costs and, worst case, can drive a business into bankruptcy due to the lack of financial capability to continue with production.
We have seen that many companies struggle to get the right transparency on this topic.
The Solution provides all employee-level inside the organization instant access overview to both basic and advanced key performance indicators of your company. Helping you to better understand the current state of your business and take actions specifically where needed, faster and in a more efficient way.
Dashboard Key Performance Indicators:
- AR Balance Overview
- Delinquency
- DSO Overview
- Unapplied cash
- Customer Overview
- Payment Performance
- Credit Limits
- Crediting Customers