Cloud EPM Week 2024: Schedule of Events

Monday, August 19

11:00 - 12:00 PM ET

EPM Week Overview & Welcome

Join the OATUG EPM Special Interest Group for an overview of EPM Cloud Week events and get to know the SIG and their work.

    1:00 - 2:00 PM ET

    Oracle Smart View and EPM Reporting Update

    Join this session to hear the latest updates and features in both Reporting and Smart View with Cloud EPM.

      Speaker:

      Al Marciante, Sr. Director, Product Management, Oracle

      3:00 - 4:00 PM ET

      Streamlining Corporate and Management Reporting Using Narrative Reporting

      Efficient and insightful corporate and management reporting is crucial for informed decision-making and organizational success. This abstract explores the complex process of generating comprehensive corporate and management reports. As organizations navigate the dynamic business landscape, the need for a unified and user-friendly reporting solution becomes paramount. Oracle Narrative Reporting offers a robust platform that seamlessly integrates data from various sources, providing a holistic view of an organization's performance. Join us as we delve into key features of the Oracle Narrative Reporting tool, highlighting its ability to automate report generation, enhance collaboration among stakeholders, and facilitate data-driven decision-making.

      Learning Objectives:

      1. Comprehensive repository management functionalities for organizing, overseeing, and securely accessing content within an auditable environment.
      2. Smooth integrations ensure a unified version of truth on a single reporting platform.
      3. Provide swift and precise insights to stakeholders at any time and from any location.

      Speaker:

      Prakash Malmarugan, Manager - EPM and Analytics, NexInfo Solutions Inc

      Tuesday, August 20

      11:00 - 12:00 PM ET

      How Albertsons Revolutionized Their Capital Project Budgeting and Monitoring Using EPM Planning!

      Join us as we discuss how Albertson's upgraded their manual and cumbersome capital project budget creation and monitoring process into Oracle EPM Planning. We'll share some of the challenges they had to overcome. Learn how you can create and submit capital projects using pro formas, and how we reworked the version and leveraged the emailing functionality in the REST API for a unique workflow experience. Let us inspire you and show you how the EPM platform can be used to solve operational planning functions that don’t fall into the standard Financial or Workforce models.


      Learning Objectives:

      1. Understand how the user experience was addressed using Navigations Flows and emailing functionality using REST API.
      2. Learn about Albertson's three major problems and solutions with Capital Project Budgeting and Monitoring using EPM Planning.
      3. Customers and developers will come out of this session with a new way of looking at the platform to solve some concrete business needs around Operational Planning.

      Speakers:

      Karin Johnson, Capital Planning Director, Albertsons

      Todd Brown, EPM Consultant, Bas Brun Conseil

      1:00 - 2:00 PM ET

      Introduction to Enterprise Data Management Cloud

      Join us and learn about the key use cases enabled by Oracle Enterprise Data Management Cloud Service. You'll learn how this solution can help you reduce risk and accelerate success when implementing boardroom strategies including being a cloud-first company, growing inorganically through mergers and acquisitions, and building a data-driven enterprise with trustworthy information assets for informed decision-making and positive business outcomes.

      Learning Objectives:

      1. Understand the Strategic Imperatives Addressed by Oracle Enterprise Data Management Cloud Service.
      2. Explore the Role of Oracle Enterprise Data Management in Mergers and Acquisitions (M&A).
      3. Implement Data Governance and Management Practices for Informed Decision-Making.

      Speaker:

      Drew Wilson, Master Principal Solution Engineer, Oracle

      3:00 - 4:00 PM ET

      Meet the Experts Panel

      This Panel will allow attendees to connect with one another and collaborate with our sponsors and business leaders to explore how EPM Cloud solutions help improve decision-making. Whether you’re taking a hybrid approach or cloud-only, you’ll have the opportunity to get answers and learn about which applications can offer the fastest, highest value, and most cost-effective ROI for your organization.

      Speakers:

      Dimpy Sharma, VP of Product Solutions, Opkey

       

      Wednesday, August 21

      11:00 - 12:00 PM ET

      How to Harness AI to Simplify Oracle EPM Monthly Update Testing

      Join us for an insightful education session on harnessing the power of AI to simplify your Oracle EPM monthly update testing. Discover how AI-driven solutions can streamline your testing process, reduce manual effort, and enhance accuracy, ensuring seamless and efficient updates. Learn about the latest AI technologies and best practices to optimize your Oracle EPM system, making your monthly updates more reliable and less time-consuming.

      Learning Objectives:

      1. Implement best practices for AI-driven testing.
      2. Gain practical insights and best practices for effectively implementing AI-driven solutions to simplify and optimize your Oracle EPM monthly update testing process.
      3.  Understand how Opkey can enhance the efficiency and accuracy of your Oracle EPM update testing through AI- driven automation

      Speaker:

      Dimpy Sharma, VP of Product Solutions, Opkey

      1:00 - 2:00 PM ET

      Introduction to Oracle Cloud EPM Task Manager

      EPM Task Manager enables you to centrally manage your recurring cloud business processes.  This session will provide an overview of Task Manager’s core task-tracking capabilities including Intelligent Process Automation (IPA).  IPA allows you to automate manual tasks across your Cloud (ERP & EPM) and On-Premise applications integral to your financial business processes, allowing you to reduce risk and increase efficiency within your recurring business processes. Task Manager is included within Financial Consolidation and Close, Planning, Tax Reporting, and Enterprise Profitability and Cost Management (coming soon) business processes.

      Learning Objectives:

      1. Understand the Core Functionality of EPM Task Manager.
      2. Explore Intelligent Process Automation (IPA) in EPM Task Manager.
      3. Apply EPM Task Manager to Specific Business Processes.

      Speaker:

      Tom Lefebvre, Senior Principal Product Manager, Oracle

      3:00 - 4:00 PM ET

      Making IPM and Predictive Planning Clear, Simple and Insightful

      Have you wanted to get plugged into your data? Have you heard IPM floating around and wondered, what is this magical thing people speak of? Do you want to know what predictive planning can do for you? If you answered yes to any of these questions, I have the session for you! Join me while we spend an hour diving into what IPM is, understanding the different types of insights it provides, and more importantly, learning how we can set this up. While we are at it, we will probably need some prediction data as well, so come along with me and I will show you what you can do using only the tools Oracle has already provided to you.

      Learning Objectives:

      1. Learn about IPM Insights.
      2. Learn about Predictive Planning.
      3. Learn how to configure IPM.

      Speaker:

      Dan Gagnon, Oracle Ace Pro, and Director, Huron Consulting Group

      Thursday, August 22

      11:00 - 12:00 PM ET

      How Coterra Energy Uses Oracle Cloud EPM Account Reconciliation to Reduce Costs Associated with the Process

      This session is the success story of Coterra Energy, a leading energy company, streamlining and cost-effectively managing account reconciliation processes. By adopting Oracle Cloud EPM Account Reconciliation, Coterra Energy achieved remarkable reductions in the cost and time associated with delivering account reconciliations. We will also cover how this strategic initiative and a focus on transaction matching and data integrations significantly reduced the cost and time associated with large data sets.

      Learning Objectives:

      1. Explore the challenges Coterra Energy faced in managing manual account reconciliations and transaction matching, and how these challenges impacted operational efficiency and cost-effectiveness.
      2. Gain insights into the decision-making process and best practices behind Coterra Energy's adoption of Oracle Cloud EPM Account Reconciliation.
      3. Delve into the strategies employed by Coterra Energy to reduce the cost of account reconciliations and learn about measurable results and improvements achieved.

      Speaker:

      Laura Vassallo-Lee, Director, Financial Reporting at Coterra Energy

      Terrance Walker, Vice-President, Delivery at Argano

      1:00 - 2:00 PM ET

      EPM For Sustainability: ESG Planning and Reporting with Cloud EPM

      Sustainability and ESG! Has there been a bigger impact on an organization’s reporting requirements in the past few years? With the ever-increasing focus on sustainability, and broader ESG, organizations need to ensure that they can turn to a verifiable and reconcilable single source of truth that provides end-to-end control and governance. Organizations need broader sustainability capabilities tightly integrated into their existing reporting and solution landscape.
       
      In this session, we will provide an overview of the EPM For Sustainability solution, how it addresses the end-to-end ESG reporting requirements, and the planning of sustainability agendas through framework reporting such as CSRD, GRI, SSAB, TCFD, and others. This foundational solution has been designed to provide a business-owned single source of truth that accelerates the ability to collect, transform, calculate, model, analyze, and report on ESG data in one place.
      Learning Objectives:
      1. Understand the Impact of Sustainability and ESG Reporting Requirements on Organizations.
      2. Explore the Features and Functionality of EPM For Sustainability.
      3. Apply EPM For Sustainability in Practice.

      Speaker:

      Andy King, Director, Product Management, Oracle

      3:00 - 4:00 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! We'll jam on how EDMCS can harmonize your master data, jazz up decision-making with its robust governance, and sync your systems for maximum impact. Get set to sync, streamline, and soar with EDMCS!

      Learning Objectives:

      1. Understanding and Utilizing Core Concepts and Capabilities of Oracle EDMCS.
      2. Customizing and Optimizing EDMCS for Enhanced Data Management.
      3. Formulating a Comprehensive Deployment Strategy for Sustained Business Value.

      Speaker:

      Nitesh Argal, Manager, Caresoft Inc.

      Friday, August 23

      11:00 - 12:00 PM ET

      Unraveling the Mysteries of EPM Data Pipeline

      Data Pipeline is one of the most exciting new features introduced by Oracle in 2023. It enables users to combine multiple objects like Integrations, Business Rules, Data Maps, etc. to orchestrate an end-to-end process. This can involve pre-processing, data load, and post-load operations as well. Combined with Groovy, this is one of the most versatile features of EPM. In the session we will explore what Data Pipeline has to offer. I will show how to create a simple data pipeline including cross-pod operations, and we will check out how to invoke the Pipeline from Groovy 4. 

      Learning Objectives:

      1. What Data Pipeline offers and what it doesn't.
      2. How to create a data pipeline including cross-pod operations.
      3. Invoking a data pipeline from Groovy.

      Speaker:

      Arun Raj, Oracle Ace Pro, and Manager, Deloitte

      1:00 - 2:00 PM ET

      Oracle EPM Dashboards and Beyond: EPM Reporting Tools, Dashboards and Leveraging REST APIs for Enhanced Analytics with 3rd Party Integration

      This session showcases Oracle EPM Reporting Tools and Dashboards. Then it explores Oracle EPM's powerful REST APIs offering a seamless integration with third-party solutions, demonstrating a comprehensive approach to maximize data utilization. By harnessing Oracle's robust reporting capabilities alongside diverse third-party tools like Power BI and Zebra BI, organizations can unlock deeper insights, reveal hidden patterns, and empower more informed decision-making processes. Explore the strategies for seamless integration with 3rd party analytical tools, enabling businesses to leverage the combined strengths of Oracle EPM and external reporting solutions for unparalleled analytical prowess and strategic advantage.

      Learning Objectives:

      1. Mastering Oracle EPM Reporting Tools and Dashboards.
      2. Enhancing Analytical Strategies and Maximizing Data Utilization.
      3. Integrating Third-Party Tools for Comprehensive Data Management.

      Speaker:

      Ishan Khare, Solution Architect, Caresoft Inc.