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Adaptive Insights LLC.

Adaptive Live 19 Sessions

Here you will find Adaptive Live presentations for day 1 and day 2 sessions. Most presentations are available to view and download. Presentations are listed in alphabetical order by title.

Session Description Presenters
7 Simple Tricks and Tweaks to Improve Model Performance Adaptive Insights' powerful Elastic Hypercube Technology is so flexible that it can be easy to inadvertently build yourself into a corner. In this session, we’ll give you the fixes you need to improve your model’s performance and overcome issues like slow reports or spinning wheels. Mark Thompson, Senior Principal Product Manager, Adaptive Insights
Achieving Strategic and Operational Workforce Planning From headcount and skills capacity planning to organizational restructuring, finance is increasingly taking on a critical role in workforce planning. Learn how to use Adaptive Insights to achieve comprehensive, strategic workforce planning in partnership with your HR and business leaders. John Pitstick, Senior Director, Product Management Workforce Planning, Adaptive Insights

Nate Skelton, Senior Product Manager, Adaptive Insights
Administrator Essentials Be the person with the answers. In this session, we’ll show you the tips and tricks every administrator should know to troubleshoot data/formula issues, streamline report maintenance, understand navigation shortcuts, and more. Derek Nelson, Director of Customer Enablement Consultants, Adaptive Insights
Advanced Modeling The industry-leading modeling capabilities of Adaptive Insights are constantly expanding and improving. Have you kept up? In this session, we’ll highlight recent advances in modeling while showing you how to maximize our powerful modeling tools with Modeled and Cube sheet best practices, tips and tricks. Derek Nelson, Director Customer Enablement Consultants, Adaptive Insights
Advanced Web Reporting: The Hidden Power Once you’ve mastered the basics of reporting within Adaptive Insights, there’s an even deeper level of powerful features waiting to be unleashed. Come learn about our flexible custom display expression feature and new formatting modes, as well as best practices for building faster, more powerful reports. Alice Coyne, Principal Product Manager, Adaptive Insights
Automating Your Monthly Financial Reports Let’s get visual. In this session, we’ll teach you how to create presentation-ready reports using OfficeConnect, along with best practices for report creation and maintenance. We’ll also demonstrate how to create PowerPoint presentations using OfficeConnect to create board presentations Alice Coyne, Principal Product Manager, Adaptive Insights
Best Practice Analytics Want to take your analytics to the next level while gaining more time for analysis? Our experts will share tips for making your reports and charts more powerful and dynamic while streamlining your reporting process. Deepa Ramalingam, Senior Product Manager, Adaptive Insights
Building Your Team for the Future According to Forbes, over a third of today's workforce, or more than 56 million people, are millennials and post-millennials. By 2025, this group will make up nearly 75% of the workforce. In this session, we will explore strategies and ideas for attracting, hiring, managing, and retaining the talent your organization will need to be successful. Pat Strohlein, Senior Program Manager  of Training, Adaptive Insights
Connecting Adaptive Insights to the World Let’s connect. Come join our product team as they present an overview of the wide variety of third-party integrations that are possible with Adaptive Insights. They’ll also build a connector live from scratch to demonstrate how easy it is. Tyler Stubbs, Manager Consulting Services, Integration, Adaptive Insights

Kiran Prabhakara, Director of Product Management, Adaptive Insights
Customer Insights: The Journey Continues Ready to get pumped up? Join us as finance leaders at Bodybuilding.com share how they were able to use technology to reduce their cycle times and increase the strategic value they delivered to company leadership. Peter Reppen, Director FP&A, Airlines Reporting Corporation

Sofi Momen, Manager FP&A, Airlines Reporting Corporation

Andrea Hanlon, Customer Success Manager, Adaptive Insights
Enterprise Planning in a Digital World: Driving Value in Finance with Technology Hosted by Deloitte.  Digital disruption is emerging in Finance and it will change the nature of work, and the workforce. How are finance executives using technology to generate deeper insights and stronger data-driven outcomes to enhance value for their organizations?
  • How digital technologies are reshaping finance’s forecasting, reporting and planning capabilities
  • The benefits of next generation management reporting and insight delivery
  • How Adaptive Insights’ holistic, companywide planning capabilities drive value for organization
Daniel M. Siegel, Principal U.S. Adaptive Insights Lead, Deloitte Consulting LLP

Brian Weibel, Senior Manager,  Deloitte Consulting LLP
Financial Planning in Higher Education; The Power of Adaptive Insights Coupled with Workday Financials Sponsored by Sierra-Cedar. Join Sierra-Cedar and Wake Forest University to hear about the benefits of deploying Adaptive Insights as a planning tool used in conjunction with Workday Financials. Hear about how higher education institutions have used Adaptive to track and develop reports for compensation budgeting, including lessons learned during deployments. Learn about important change management and training strategies to consider when deploying Adaptive Insights. Shannon Badgett, Assistant Vice President Budget and Planning, Wake Forest University

Matthew Luby, Senior Director, Higher Education Workday Services, Sierra-Cedar

Leigh Lovelady, Senior Consultant, Higher Education Workday Services, Sierra-Cedar

 
Get Ready for What’s Next: A Roundtable Discussion on Next-Gen Skills in Finance How is finance transformation also transforming the FP&A skillset? During this roundtable discussion we’ll share the results of AFP’s research benchmarking the digital readiness of the FP&A function. We’ll then turn it over to you to discuss with your peers so you can develop an action plan for leveling up yourself and your team. Bryan Lapidus, Director, FP&A Practices, Association for Financial Professionals
Holistic Financial Transformation: Implementing Adaptive Planing with Workday Financials Hosted by Huron. A holistic approach to financial transformation looks at the entire process from planning to execution.  Ensuring that an organization has a modern agile platform to create and manage their strategic and operational financial plan is as important as the system needed to enable the execution of those plans. A cloud transition project provides an opportunity to create an integrated end-to-end process that incorporates planning, executing and measuring financial performance.  In this session, we will discuss how implementing Adaptive Insights Planning in combination with Workday Financials provides an integrated platform for financial transformation. Ida Quamina, Managing Director, Huron Consulting Group

Jayson Boswell, Director, Financial Planning & Analysis, University of Kansas Medical Center
Integrating the Intelligence Around You What does “agile” look like for the finance function? How should you design work for your team? AFP’s research into management theory has produced a new perspective into Integrative Intelligence that can help bridge technology and teaming in your finance operations. In this roundtable discussion you’ll learn about this emerging practice and get the opportunity to discuss how your peers are applying it in their own organizations. Bryan Lapidus, FP&A Practices, Association for Financial Professionals
Intro to Analytics Part of being a good planner is being a good storyteller. In this session, we’ll discuss how to leverage different analytics tools such as OfficeConnect and Dashboard Charts to deliver timely and accurate analytics so you can better tell your company’s financial story. Jugal Shah, Principal Consultant, Adaptive Insights
Deepa Ramalingam, Senior Product Manager, Adaptive Insights
 
Linking Sales and Financial Planning for Richer Analysis and Improved Forecast Accuracy Adaptive Insights for Sales helps customers quickly and easily optimize resources, increase sales performance, and improve sales predictability. In this session, see how the integration of sales planning and the corporate model gives finance better insight into functional interdependencies, improves forecasts, and provides more meaningful variance analysis. Pam Bragan,  Senior Manager Sale Planning & Analytics, Acquia

Cody Johnson, Solutions Specialist, Adaptive Insights

Tom Peff, Director of Product Marketing, Adaptive Insights
Phenomenal Formula Writing Don’t let formulas scare you. We’ll show you how to improve your documentation and understanding alike by leveraging spaces and comments to write your formulas. This hands-on session will give you the chance to practice modifying sample formulas using an editor like Notepad. Derek Nelson, Director of Customer Enablement Consultants, Adaptive Insights
Plan. Execute. Analyze: Better Together Learn how the Adaptive Insights Business Planning Cloud combines with Workday’s leading suite of applications for finance and HR to enable customers to better plan, execute and analyze all in one system. We’ll also show you how Adaptive Insight's product innovations can be extended to Workday and 3rd party source systems. Annette Melatti, Senior Director Product Marketing, Workday

Suresh Bala, Vice President Product Management, Adaptive Insights

Brian Cauley, Senior Manager Solution Consultant, Adaptive Insights
Preparing for Your Next Budget Cycle Year 1 is in the books. Time to relax? Hardly. In this session, we’ll cover all the key factors to consider when preparing for the next planning cycle, such as new version elements, structure updates, preparing sheets for users, and more. Derek Nelson, Director of Customer Enablement Consultants, Adaptive Insights
Project Planning Best Practices for Professional Services Effective project planning is essential to improving profitability in professional services. Understanding which project types are most profitable, how staffing and rates impact margins, and the effect timelines have on revenue recognition are just a few of the data points service providers must monitor and manage. During this session we’ll share examples of dynamic and robust models along with the analytics required to drive informed decisions by leaders and project teams. Nate Skelton, Senior Product Manager, Adaptive Insights


Ryan Slinkard, Vice President Professional Services, Adaptive Insights
SaaS KPIs: Data Definitions and Benchmarking vs. Peers CAC, retention, rep productivity, oh my! It’s time to pin down definitions to see how you stack up against your peers. OPEXEngine, a leading provider of SaaS KPI data, will share findings from its survey of over 300 public and private SaaS companies. We’ll discuss these metrics and show how to access this benchmark data in Adaptive Insights to inform your own planning processes. Moderator: Tom Peff, Director Product Marketing, Adaptive Insights


Panel:
Lauren Kelley, OPEXEngine
Pam Martinez, Hubspot
Tony Acosta, Malwarebytes
Jon Lau, InvisionApp

Salsify's Best Practices in Building Robust Revenue and Planning Models Presented by Carlson Management Consulting. Salsify leaders share how organizations can elevate FP&A and business planning through financial technology. McCarthy presents how he’s leveraged Adaptive Insights to transform finance. At QuickBase, he used Adaptive Insights to aggregate data from Excel to deliver high-quality financial reports in a PC environment. At Salsify, he is using Adaptive Insights to build an integrated revenue planning model with a base build, top-line entry, representative productivity, and a three-statement model in a Mac environment Michael McCarthy, Manager FP&A, Salsify

Dallas Moody, Vice President, CPA, Carlson Management Consulting
Security Basics of Adaptive Insights There are many different facets of security in Adaptive Insights. In this session, we’ll cover them all. Join as we discuss the different ways Adaptive Insights approaches security and how to best implement them. Rama Vissapragada, Senior Principal Product Manager, Adaptive Insights
Storytelling to a Non-Finance Audience Want to capture the attention of your non-finance audience when presenting plans and results? In this session, we’ll discuss how KPIs and charts can help you tell a visual story centered on relevant information that focuses their attention and drive results. Kerman Lau, Director Finance, Workday

Henry Hsi, Senior Financial Analyst, Adaptive Insights
Understanding Your Adaptive Insights Model Do you know how your model really works? During this session, you’ll be able to log in to your own model and follow along as we walk through everything you need to know to keep your model updated and healthy. William Crawford, Senior Associate Customer Enablement Consultant, Adaptive Insights
Using the Process Tracker to Drive Collaboration and Adoption Process Tracker allows you to increase collaboration across your organization while streamlining processes and reducing training time. In this session, we’ll show you how to easily provide your budget contributors or data consumers with a step-by-step guide that walks them through the process of updating budgets/forecasts and reviewing reports. Amanda Merchant, Manager Consulting Services, Adaptive Insights
Visualizing Nonprofit KPIs How do you measure expenses, trends, and the good you’re doing? Join us to learn about the different types of KPIs nonprofits should track so you can better serve your organization’s mission. We’ll also show you how to easily visualize KPIs with a hands-on demonstration of how to create your own interactive charts and dashboard. This will be a hands-on session, please bring your laptop with you. Mike Grant, Manager of Financial Sytems & Reporting, American Student Assistance

Greg Volpe,  Principal Solutions Specialist,  Adaptive Insights

 

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