Webinar recording: Connected Planning and Forecasting. Aligning Finance and Business

Planning is no longer just a finance task. In a fast-changing world, connected planning – including What-If scenarios – is essential. Learn how to link financial and operational planning across Finance, HR, IT, Sales, and Supply Chain, powered by AI.

Watch the webinar recording

 

As the world changes rapidly, the need for accurate and agile planning continues to grow. Yet many companies still rely heavily on their finance teams to create plans, increasing pressure and workload. Planning also happens across the organization, but these activities are often disconnected, leaving finance with the difficult task of collecting accurate information on time.

In this webinar, we showed how you can work successfully with continuous planning in a unified system – without increasing the burden on finance. By directly linking operational plans with financial plans, organizations can improve both forecast quality and efficiency. For example, workforce planning becomes the responsibility of HR, cash flow forecasting is handled by Treasury, and IT planning by IT – all seamlessly reflected in financial plans and reports. AI-based predictions can further streamline processes and improve planning accuracy.

 

Agenda:

• Welcome & Introduction / Johan Ekbladh, EPM Lead, Greenstep
• CFO perspective on planning​: What challenges businesses face in the P&A area? / Jerker Segervall, Senior Manager, CFO services, Greenstep
• Oracle EPM – A complete future proof EPM solution as a service / Dan Hellum, Oracle EPM
• EPM solution in action: Demo & Use Cases / Kseniia Ptitcyna, Senior System Consultant, Greenstep
• Key take aways and Q&A

 

What are the benefits of the webinar – why should you participate?

The webinar helps participants understand how to move from traditional FP&A toward Connected Planning and Extended P&A, where finance and business planning are fully aligned.

Participants will gain practical insights into:

• How to break down silos between finance and business functions
• How to replace manual, Excel-driven planning with an integrated planning solution
• How to improve forecast accuracy, scenario analysis, and decision making

The topics discussed will address common planning challenges such as disconnected processes, limited transparency, slow response to change, and the lack of alignment between strategic, operational, and financial plans.