Monday, August 11

11:00 - 12:00 PM ET

Metadata Express with Pipeline

All aboard the Metadata Express! In this session, we’ll take you on a fast track to mastering metadata movement using a streamlined pipeline from Oracle EDM to your Cloud EPM applications. Discover how to automate and orchestrate metadata flows with precision, eliminating manual steps, reducing errors, and accelerating delivery across planning, consolidation, and reporting. Whether you're building your first pipeline or optimizing an existing one, this session will equip you with the tools, patterns, and insights to keep your metadata journey on track and on time.

Learning Objectives: 

  1. Understand the Role of EDM in Metadata Governance Learn how Oracle Enterprise Data Management (EDM) serves as the authoritative source for metadata and how it supports consistency across Cloud EPM applications.  
  2. Design and Implement a Metadata Pipeline Explore the architecture, tools, and techniques for building an automated pipeline that moves metadata from EDM to Planning, Financial Close, and other EPM modules.  
  3. Optimize and Troubleshoot Metadata Flows Gain practical tips for monitoring, validating, and refining your metadata pipeline to ensure accuracy, reduce manual intervention, and support agile business needs.

Presenter:

Brian Dandeneau, Director of EPM Technology, Argano

1:00 - 2:00 PM ET

Breaking Free from Consolidations in EBS - Stuller's Journey to Oracle FCC and Why it Was the Best Decision They Ever Made

Stuller's journey from consolidating within Oracle EBS to using Oracle Financial Consolidation and Close (FCC) in the Oracle EPM cloud was a strategic decision that revolutionized their financial operations. This session will detail their challenges with EBS, the decision-making process, and the innovative transition to FCC, highlighting the resulting improvements in reporting accuracy, financial close speed, and overall business outcomes.

Learning Objectives: 

  1. Learn Leading Practices for financial system transformations (EPM & ERP).
  2. Gain actionable insights for a successful ERP-to-EPM consolidations transformation.

Presenter:

Bashakarla Kaushik, Sr. Director, Enterprise Systems, Stuller
Terrance Walker, Vice President - Delivery, Argano

3:00 - 4:00 PM ET

Meet the Experts

Join us for the OATUG EPM Week “Meet the Experts” panel, where you’ll have the opportunity to interact directly with industry leaders from Denovo and SplashBI. Whether you’re navigating challenges with Oracle EPM, seeking new strategies for optimization, or curious about best practices, this session is your chance to ask the experts. Bring your questions to the live webinar; our expert panelists are ready to share their experience and guide you toward EPM success.

Learning Objectives: 

  1. Gain clarity on how innovative tools can help maximize EPM investments.
  2. Connect with subject matter experts and get answers to specific EPM concerns relevant to your organization’s needs.
  3. Identify current trends, challenges, and opportunities in Oracle EPM based on real-world questions and expert responses.

Presenters:

Arun Raj, Oracle ACE Pro, Director, Oracle ERP and EPM, Newarc Consulting

Praveen Kumar, Principal, Cloud ERP, Denovo

Bert Tavares, Senior Sales Director, SplashBI

Tuesday, August 12

11:00 - 12:00 PM ET

Strategic Allocation Solutions: Oracle EPCM, Oracle Planning, or General Ledger?

Determining the best tool for your allocation solutions is critical to achieving an organization's long-term strategic directives. However, there is no "one-size-fits-all" approach when it comes to allocations! This session analyzes Oracle Cloud Enterprise Profitability and Cost Management (EPCM), Oracle Cloud Planning/Freeform, and Oracle Fusion General Ledger, focusing on their unique capabilities and optimal use cases when being considered for allocations. Attendees will gain practical insights into aligning these tools with business objectives, from detailed profitability models to streamlined financial close. Explore actionable strategies to evaluate and implement the solution that best fits your organization’s allocation strategy needs.

Learning Objectives: 

  1. Understand the strategic trade-offs between Oracle EPCM, Planning, and the General Ledger for executing allocations.
  2. Apply a structured decision framework to select the right tool based on complexity, dimensionality, ownership, and transparency needs.
  3. Evaluate real-world scenarios and customer journeys to identify best practices and lessons learned for modernizing allocation models.

Presenter:

Andrew Laferla, Product & Practice Director of Profitability and Cost Management, Alithya

1:00 - 2:00 PM ET

Leveraging Oracle EPM as a Strategic Edge for JD Edwards: Driving Intelligent Enterprise Performance

In today’s dynamic business environment, organizations running JD Edwards (JDE) face increasing pressure to enhance agility, improve decision-making, and optimize financial performance. Oracle Enterprise Performance Management (EPM) offers a powerful strategic edge by extending the capabilities of JDE with advanced planning, forecasting, and analytics. This paper explores how Oracle EPM integrates seamlessly with JD Edwards to deliver a unified performance management framework that empowers finance and operations teams with real-time insights, scenario modeling, and strategic alignment. By leveraging Oracle EPM’s cloud-native architecture, predictive analytics, and robust reporting tools, JDE customers can transform data into actionable intelligence, streamline financial close processes, and drive enterprise-wide value. The synergy between JD Edwards and Oracle EPM positions organizations to not only respond to change but to lead it—turning operational data into a competitive advantage.

Learning Objectives: 

  1. Understand the strategic advantages of integrating Oracle Enterprise Performance Management (EPM) with JD Edwards (JDE) to enhance agility, decision-making, and financial performance in dynamic business environments.

  2. Describe how Oracle EPM’s advanced planning, forecasting, analytics, and cloud-native capabilities empower finance and operations teams with real-time insights, scenario modeling, and improved performance management.

  3. Identify ways in which the synergy between JD Edwards and Oracle EPM enables organizations to transform operational data into actionable intelligence and enterprise-wide value, positioning them to proactively respond to and lead business change.

Presenter:

Abhi Raina, Director, Cloud ERP Project Management

Wednesday, August 13

11:00 - 12:00 PM ET

Turn Oracle EPM Into a Reporting Powerhouse. No More Manual Pulls. No More Guesswork. Just Data That Works.

EPM reporting is evolving. As organizations look to make faster, more informed decisions, the demand for timely, flexible, and trusted data is growing. This webinar explores how finance teams are enhancing their Oracle EPM reporting experience by streamlining processes, reducing spreadsheet work, and using automation and AI to focus more on analysis and planning. Learn how to move from reactive reporting to proactive decision-making, with access to the insights your team needs.

Learning Objectives: 

  1. Understand how to streamline Oracle EPM reporting workflows by reducing manual pulls and spreadsheet dependency.
  2. Learn how automation and metadata-driven extraction can accelerate access to planning data for faster decision-making.
  3. Explore how AI-enhanced reporting tools can shift teams from reactive reporting to proactive, insight-driven planning.

Presenters:

Bridget Roy, Finance Solutions Manager, SplashBI
Corey Nason, Solutions Manager, SplashBI
Bert Tavares, Senior Sales Director, SplashBI

1:00 - 2:00 PM ET

Supercharge Your Business with Oracle EDMCS: Epic Features, Robust Governance, and Ultimate Business Boost

Get ready to revolutionize your business with Oracle Enterprise Data Management Cloud Service (EDMCS)! This session is your ultimate guide to unlocking the power of EDMCS, packed with the latest features, best practices, and pro tips to make your data work for you. Discover how EDMCS can transform your data management game, from turbocharging integration to ensuring top-notch data quality and consistency. Whether you’re a data guru or just getting started, this session has everything you need to make EDMCS your secret weapon for success. Dive in and learn how to extract maximum benefits, stay ahead of the curve, and keep your business buzzing in today’s digital world!

Learning Objectives: 

  1. Explore how EDMCS’s rule-based validations and audit trails ensure data accuracy and compliance, even in fast-changing business environments.
  2. Learn how EDMCS’s customizable hierarchies, validations, and version control streamline centralized data management across diverse systems.
  3. Gain insights from real-world examples, with practical advice on best practices, common challenges, and strategies for driving faster adoption and ROI.

Presenter:

Nitesh Argal, Solutions Architect, Caresoft Inc

Thursday, August 14

11:00 - 12:00 PM ET

Account Reconciliation - Transaction Matching for Data Validation

Are your systems speaking the same language? Learn how Transaction Matching bridges the gap between Oracle ERP and Oracle FCCS (Financial Consolidation and Close Cloud Service) to ensure every transaction aligns perfectly. Discover how this powerful tool simplifies data validation, enhances accuracy, and keeps your reconciliation process error-free. Say goodbye to discrepancies and hello to a smoother financial close. • Understand how to configure Oracle Transaction Matching for automated data validation across Oracle ERP and FCCS systems. • Learn to define matching rules and criteria to identify and reconcile discrepancies effectively. • Explore best practices for monitoring and managing the transaction matching process to ensure financial close accuracy.

Learning Objectives: 

  1. Understand how to configure Oracle Transaction Matching for automated data validation across Oracle ERP and FCCS systems.
  2. Effective efficient matching rules and criteria to identify and reconcile discrepancies.
  3. Best practices for monitoring and managing the transaction matching process.

Presenter:

April Sharee, EPM Senior Consultant, Datavail

12:00 - 1:00 PM ET

Connected and Complete Oracle Cloud Enterprise Performance Management - Strategy and Roadmap

In the rapidly evolving landscape of enterprise performance management, organizations seek comprehensive and interconnected solutions to drive efficiency, agility, and strategic decision-making. This session will explore the capabilities of Oracle Cloud Enterprise Performance Management (EPM) and its role in creating a connected and complete ecosystem. Key topics to be covered: • Integrated Planning & Forecasting, including predictive planning • Financial Consolidation and Close, including Account Reconciliation and Tax Reporting • Strategic Analytics and Reporting • Enterprise Data Management We will also highlight how Oracle envisions the evolution of EPM to meet the ever-changing demands of modern enterprises by covering our roadmap, with concentration in Machine Learning and GenerativeAI.

Learning Objectives: 

  1. Gain insight to the Strategy for Oracle Enterprise Performance Management (EPM)
  2. Learn about Oracle investments in R&D for EPM
  3. Understand the roadmap

Presenter:

Al Marciante, Oracle

3:00 - 4:00 PM ET

Connected Financial Close with Cloud EPM: Driving Efficiency and Transparency Throughout Your Monthly Close Process

Many of the world's largest organizations rely on Oracle Financial Close solutions to meet their complex and ever-changing financial and non-financial reporting requirements. But did you know that Oracle can also help lower the cost of compliance, shorten cycle times, improve data quality, and help bring together all departments for topical relevant connected reporting? This session explores how Oracle Cloud EPM can help you reimagine your close process to achieve better faster, more-accurate results.

Learning Objectives: 

  1. Learn how Oracle Cloud EPM drives transparency and efficiency in your financial close processes.
  2. Learn about the delivered business processes that Oracle Cloud EPM Financial Close solutions offer
  3. Hear about various use cases and customer success stories.

Presenter:

Rich Wilkie, Oracle

Friday, August 15

1:00 - 2:00 PM ET

Re-Imagined Planning:  Automated, Connected, and AI Enhanced

Re-imagined Connected Planning transforms how organizations approach strategic and operational planning through three foundational pillars. First, automate the entire planning process by eliminating manual spreadsheet workflows and implementing intelligent, streamlined planning cycles that reduce time-to-plan and improve accuracy. Second, establish connected planning beyond finance by aligning sales forecasting, marketing budgets, IT capacity planning, HR strategic workforce planning, and other operational functions into a unified, enterprise-wide planning ecosystem. Third, enhance with AI to leverage predictive analytics, scenario modeling, and intelligent recommendations that drive more informed decision-making across all planning domains.

Learning Objectives: 

  1. Understand how to eliminate manual spreadsheet workflows and implement intelligent, automated planning cycles to reduce time-to-plan and improve forecasting accuracy.
  2. Learn how to align finance, sales, marketing, IT, HR, and other functions within a unified planning ecosystem to enable collaboration and more effective organizational planning.
  3. Explore how to use AI-driven predictive analytics, scenario modeling, and intelligent recommendations to support more informed and strategic decision-making across all business domains.

Presenter:

Mark Rinaldi, Oracle