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Adaptive Live spring on-demand session catalogue.
Keynote Channel.
Hear Workday execs and leaders share how Workday Adaptive Planning can help advance your strategic finance journey.
Speakers:
Aneel Bhusri, CEO, Workday
Tom Bogan, Vice Chairman, Workday
Robynne Sisco, Co-President and Chief Financial Officer, Workday
Emily McEvilly, Chief Customer Officer, Workday
Sean Cox, Vice President Customer Success, Workday
Kevin Kain, Director, Financial Planning & Operational Analysis, ChristianaCare
Description:
Listen in as Workday CEO Aneel Bhusri and Vice Chairman Tom Bogan highlight trends in finance and in the world of business and how Workday Adaptive Planning can help your company meet the challenges ahead.
Speakers:
Kshitij Dayal, GM, Planning Products, Workday
Suresh Bala, Vice President Product Management, Workday
Demonstration:
Cody Johnson, Sr. Solution Architect, Workday
Alicia Meadows, Sr. Solution Consultant, Workday
Becky Garcia, Sr. Solution Consultant, Workday
Description:
Learn about the latest innovations in Workday Adaptive Planning that can help advance your strategic finance journey.
Speaker:
Mick Ebeling, Founder and CEO, Not Impossible Labs
Description:
Recently named by Fortune as one of the Top 50 World’s Greatest Leaders, a recipient of the Muhammad Ali Humanitarian of the Year Award, and named one of the world’s most influential creative people by The Creativity 50’s, Mick Ebeling has sparked a movement of pragmatic, inspirational innovation.
At Adaptive Live he’ll share his experiences as a career producer, filmmaker, and CEO of Not Impossible, which he founded on the principle of “Technology for the Sake of Humanity.” He’s a change agent that will inspire new thinking in a world that refuses to stand still.
Customer Spotlight Channel.
In these sessions, customers share how Workday Adaptive Planning has streamlined finance tasks and operationalized strategic planning.
Speakers:
Sander van Vliet, Sr. Analyst, FP&A, HelloFresh
Description:
The move to active planning is a journey. Hear from HelloFresh, a high-growth, data-driven company about how switching to Workday Adaptive Planning and leveraging a hands-on approach to implementation, has enabled greater agility and active planning. Learn how this approach has also provided the HelloFresh finance team with the skills to extend their model to include additional planning use cases.
Speakers:
Julie McCollum, CFO, Diverzify
Description:
Hear from the CFO of Diverzify about how to use Workday Adaptive Planning as a navigation tool to adjust assumptions, plan for multiple scenarios in a recession-sensitive industry, and manage change through acquisitions, strategic partnerships, and organic growth.
Speakers:
Jon Lau, Manager, FP&A, InVision
Description:
Modeling the impact of expenditures across income statement, balance sheet, and cash flow gives organizations a comprehensive view of the business. Modeled sheets are powerful tools to help model 606 commissions and collections. In this session, the InVision team will show you how they have leveraged model sheets to plan for each of these across operating expenses, cash, and the balance sheet.
Speakers:
Lucas Coleman, Financial Analyst, MaritzCX
Description:
In an increasingly dynamic and geographically dispersed business environment, spreadsheets cannot keep up with how organizations need to plan and analyze. In this session, hear how MaritzCX transitioned from an Excel-based, single-user, high-level revenue forecast to a systems-based, region-specific, multiple-user, detailed revenue forecast—all while reducing admin time to produce reports and increasing report automation and insights.
Speakers:
Kimie Pellizzaro, Director of Finance and Treasury, Peterson Cat
Description:
Financial, business and strategic planning can be separate exercises, but they don’t have to be. See how Peterson Cat brought all of these together seamlessly to provide trusted data to the business and to enable better collaboration and decision-making.
Speakers:
Uma Pishati, Sr. Vice President, Group Global Finance, GTB
Description:
Combining financial planning with operational execution is the gold standard in active planning. GTB, a global marketing and communications agency, has developed an innovative global resource data center and position management tool using Workday Adaptive Planning. Come hear how GTB’s approach helps ensure skills alignment, tracks utilization, and monitors scope of work delivery to measure project profitability and inform contract negotiations.
Tips & Tricks Channel.
Get easy fixes for common challenges in these 15-minute sessions. Walk away with solutions and actionable steps you can start taking today.
Speakers:
Amanda Merchant, Sr. Manager, Consulting Services, Workday
Description:
The new Workday Adaptive Planning dashboard interface is more than just reporting. Join us to learn how to combine sheets, charts, text boxes, and maps to set up intuitive workflows and a better user experience.
Speakers:
Alice Coyne, Principal Product Manager, Workday
Description:
Do your monthly board presentations measure up? In this session, we share how the Workday Adaptive Planning OfficeConnect feature gives you reporting capabilities that help to engage board members and streamline the board reporting process.
Speakers:
Derek Nelson, Director, Customer Enablement Consultants, Workday
Description:
Become a troubleshooting expert! Learn the tools and techniques used by Workday Adaptive Planning customer support and enablement teams to navigate the system and recognize the nuances of highly customized models.
Speakers:
Juan Maldonado, Principal Performance & Analytics Analyst, Workday
Description:
Get that model humming. One of our performance design experts discusses optimal formula syntax, version consistency, and how to take advantage of different formula tools.
Speakers:
Derek Nelson, Director, Customer Enablement Consultants, Workday
Description:
This session explores three common scenarios for customizing access. Learn how to leverage user groups and access rules to give you better control over your model.
Speakers:
Luke Brown, Solution Consultant, Workday
Description:
What is a multi-instance model? When and how should you use it? Learn how to extend your Workday Adaptive Planning model into other functional areas within your business—from project planning to sales planning to workforce planning and beyond.
Sponsor Roundtable Channel.
Watch one or more sponsor-led roundtable sessions featuring practical and actionable topics such as forecasting production demand, global revenue modeling, and more.
Speakers:
Renee Sinha, Sr. Manager, Adaptive Insights Implementations, Life Sciences Carlson Management Consulting
Annie Wang, Manager, Financial Planning and Analysis, Genevant Sciences
Description:
The life sciences industry faces unique challenges that can be addressed by a robust modeling tool–including R&D expense management, personnel costs, and vendor spend. In this session, Genevant Sciences shares how working with Carlson Management Consulting led to a streamlined budgeting and planning process with Workday Adaptive Planning.
Speakers:
Daniel Siegel, Principal, Deloitte
Matthew Vaughn, Sr. Manager, Specialist Leader, Deloitte
Brian Weibel, Sr. Manager, Deloitte
Description:
The evolution of planning and reporting technology has created significant competitive opportunities for organizations—but it is often challenging to determine how to start the journey and what that evolution should include. Join us for a look at the range of capabilities needed for each stage—from P&L and balance sheets to predictive analytics. Regardless of whether you’re crawling, walking, or running, there is a path for everyone.
Speakers:
Ethan Carlson, Founder and CEO, Carlson Management Consulting
Thomas Schroeder, Vice President, Global Financial Practice Leader, Alight Solutions
Description:
When planning models or ERP systems can’t keep pace with company growth or market changes, it may be time for a restart. Whether it’s a planning rebuild or an ERP change, bringing accounting and FP&A together into a single platform with Workday Financial Management and Workday Adaptive Planning helps centralize your data, automates tasks, and gives you a competitive advantage.
Speakers:
Ron Seymore, Managing Director, Enterprise Performance Management, Global Center of Excellence, KPMG
Description:
In this session, we discuss how finance teams are supporting enterprise performance management (EPM) strategies with improved planning and analytics. With a plethora of options out there, we explore where to go for reporting and how best to employ modern business intelligence platforms, including Workday Prism Analytics and others, to unlock data across the enterprise.
Speakers:
Joseph Denk, Principal Practice Lead, Planning and Analytics, Active Cyber
Description:
In today’s rapidly changing business environment, extending enterprise planning beyond the chart of accounts gives organizations a competitive advantage. In this session, we discuss real-world examples from finance and operational teams that leverage organization-wide planning to track metrics beyond the chart of accounts—including sales forecasting, production demand, quota creation, and capacity and territory planning.
Speakers:
Mike Wilhelm, Managing Director, Huron Consulting Group
Charmine Mascarenhas, Director, Huron Consulting Group
Nitin Malhotra, Director, Huron Consulting Group
Description:
Join industry experts from financial services, healthcare, and higher education as they explore strategies for adapting to a changing business climate. The discussion focuses on three areas of the current crisis—employees, customers, and cash flow—and the role of what-if, long-term, M&A, and treasury planning in addressing shifts in the market.