Join us at Planful Perform 2023

May 10-12 at the Marriott Marquis Chicago

We’re looking forward to a week in Chicago learning from Planful’s best, and sharing what we know at our breakout sessions as well. We’d love to see you there.

Our speaking sessions:

Thursday, May 11 at 2:15pm: Move Finance and Accounting To the Big Leagues: A Crawl, Walk, Run Approach to Dynamic Planning

In challenging climates, the business looks to Finance and Accounting to level up from reporters and commenters to analysts, influencers, and strategic business partners. But taking a crawl, walk, run approach to dynamic planning will help you make data-driven decisions and improve financial performance like an all-star.

Join Cash Collins and Joe Martins of CFO Solutions as they share practical insights and on-the-field experiences for incorporating data analysis, what-if and top-down modeling, and driver-based forecasting into modeling processes. You’ll also learn how to start small to gain buy-in from executive sponsors on the value of dynamic planning and then gradually scale up to more complex models.

Thursday, May 11 at 4pm (CFO Solutions Customer Session): Navigating Change and Delivering Value: How Asking ‘The Hard Questions’ Led Builders Mutual Insurance to Planful and Beyond

As organizations look to grow during a challenging environment, the questions get more difficult to answer. Join Steve Vore, Director of Treasury Services at Builders Mutual Insurance, as he explains how its finance team measured performance, charted a journey map for growth, and increased the value they brought to the entire organization by asking and answering those hard questions. He’ll also share tips for delivering financial messages in clear terms that everyone from board members to cost center managers can rally around.

Friday, May 12 at 9am: Brand Allocations, Direct Access, and Dynamic Planning at Abbott Nutrition

Abbott Nutrition has used Planful for over a decade to tackle business and financial performance challenges as a team. In this session, you’ll learn how the company uses Planful across business functions and takes advantage of Planful Direct Access to pull structured planning, consolidation, and reporting data from Planful Spotlight without any downloading or data mapping. You’ll also dive into its brand allocation process, which it recently started managing through Planful.

Friday, May 12 at 10am: Simplify Budgeting With Dynamic Planning and Breakback

Pilot Chemical’s Planful experience has yielded impressive results, including significant time savings and improved ease of use. But Dynamic Planning and Breakback have allowed it to make quick adjustments during review meetings and analyze multiple what-if scenarios to streamline the process used to land on the ideal budget. Join Pilot Chemical’s VJ Hopkins, Accounting Manager, and Nick Jensen, Procurement Specialist, along with Cash Collins of CFO Solutions, to learn how you can streamline your budgeting process, make last-minute topside adjustments with ease, allocate changes seamlessly across budget entities, and eliminate time-consuming template access.

This year, you have the option of joining us in person or via live stream! Registration can be found here:

Board User Group

Join us in at the London Science Museum on 16 May for Board Beyond! This special one day event will allow you to meet Board’s leadership team, get a sneak preview of Board’s product roadmap and future strategy, and network with Board customers from all over the world.

Can’t make it? The event will be fully virtual with an on-demand replay option as well! Registration for both the in-person and virtual experiences are free, and you can register here.

Board Webinar: Building a future ready financial foundation

Join us for a virtual webinar with our partner Board on May 24th at 2pm ET! Our very own Senior Partner Bart Scott will join Jim Rich of Board Americas and Jeremy Hall of OTC Industrial Technologies to talk about how OTC has used Board Intelligent Planning to optimize their planning processes.

Board Gartner Conference and Customer Roundtable

Our Partner Jennifer Buchanan will be joining Board and Gartner for a panel discussion on The CFO Roadmap to Drive Growth & Value through Intelligent Planning!

Wednesday, May 31, 2023 / 03:15 PM – 03:45 PM EDT

Today’s finance leaders wear multiple hats. They don’t just control purse strings anymore. They need to drive growth—and are uniquely positioned to do so. Hear how forward-thinking leaders from OTC, Eversource, and EBSCO are driving transformation with Board Intelligent Planning. Plus, learn how your organization can achieve comparable results faster than you think.

Registration to come!

Join us for our webinar series with OneStream this June!

An overview of ESG reporting in OneStream: 14 June at 2pm BST

An overview of OneStream’s Machine Learning capabilities: 28 June at 2pm BST

Details and registration to follow!