Cloud EPM & Hyperion Week 2022

Developing a forecast, budget or plan, or closing the books is necessary to an organization’s financial well-being but isn’t sufficient to allow decision-makers to function more efficiently and to make better decisions. Enterprise Performance Management (EPM) solutions provide an architecture that supports financial planning, budgeting, and forecasting; consolidation and close; profitability and cost analysis; strategic modeling; and reporting and analysis. This week is about leveraging on-premises EPM (Hyperion) and Cloud EPM to improve decision making.

Each day will feature sessions focused on a specific track:

  • Monday: Cloud EPM & Hyperion Overview
  • Tuesday: Account Reconciliation & Narrative Reporting
  • Wednesday: Planning/Forecasting, Hyperion On-Prem, & Groovy
  • Thursday: Integrations, plus the Virtual Happy Hour
  • Friday: PCM & Financial Close

This Virtual Education Week Features:

  • 15 live webinars (available later for on-demand viewing) consisting of Oracle-led product roadmaps, real-world customer stories, and tech sessions
  • The opportunity to earn CPE credits during the live broadcast of sessions (credits cannot be awarded for viewing recordings)
  • A virtual Happy Hour
  • Access to an exclusive online community for deeper dialogue and Q&A with speakers and other attendees

EPM Week Pricing

OATUG Member Price


All OATUG members can register for free. Make sure you are logged in to your profile when you register.

Non-Member Price


Includes a free 30-day OATUG Preview Membership. You’ll have access to the EPM Week community and session recordings, as well as all OATUG members-only resources from August 14 to September 13.

Contact to learn more about OATUG membership options for you or your organization.

EPM Week is Presented By:


Monday, August 15: Cloud EPM & Hyperion Overview

EPM/Hyperion SIG Overview & Welcome

Kate Helmer & Arun Raj

11 am - 12 pm ET

Join the OATUG EPM / Hyperion Special Interest Group to get an overview of the EPM Cloud & Hyperion Week's events and get to know the SIG and their work.

Oracle Cloud EPM Platform and Freeform Apps

 Shankar Viswanathan, Oracle

1 pm - 2 pm ET

Join this session to learn about the Oracle Cloud EPM Platform features that underpin our EPM applications. Shankar will also cover Freeform Apps that can add significant planning, analysis and reporting capabilities to your Cloud EPM Deployment.

Cool Reporting Tips for Oracle EPM Cloud & Hyperion

Chethan Koparam & Kent Szalla, Brij

3 - 4 pm ET

EPM Cloud and Hyperion are very advanced tools with deep reporting functionality. This session will dive into some of the nifty things you can do that you might not have known about before.

Tuesday, August  16: Account Reconciliation & Narrative Reporting

Oracle Cloud EPM Financial Close – Account Reconciliations and Enterprise Journals

Tim Gaumont, Oracle

11 am - 12 pm ET

Join this session to dive into our Cloud EPM Financial Close business processes, with a focus on Account Reconciliations and Enterprise Journals which ensures a connected financial close. Account Reconciliations supports your reconciliation compliance requirements, as well as providing powerful transaction matching capabilities. Enterprise Journals allows customers to centrally manage & post journals directly to any general ledger.

Narrative Reporting - Unlock and Build a Future-Ready Financial Reporting Strategy

Hemal Parikh, NexInfo

1 - 2 pm ET

This session will do a deep dive on the Narrative Reporting Business process in Oracle Cloud EPM. We’ll cover how to collaboratively author, publish, and securely distribute reports that meet multiple regulatory formats and mandates. Don’t miss out on learning how an efficient reporting process will ensure timely deliveries incorporating relevant comments from the top management especially during Financial Year-end and Month-end close.

Taking the Plunge - Using Narrative Reporting for Redevelopment Agency's Annual Financial Statements

Evelyn Hamilton & Francisco Rodriguez, City of Las Vegas

3 - 4 pm ET

Build the Redevelopment Agency (RDA) Annual Financial Report using a report package in Narrative Reporting. Recreating prior year statements using standardized logic in Narrative Reporting when prior year data and reports had been manually arranged and recorded in Excel workbooks. Reports have less errors and now have a more professional look and feel. After the initial build, it is expected to save time in the future.

Wednesday, August 17: Planning/Forecasting, Hyperion On-Prem, & Groovy

Intelligent Performance Management in Cloud EPM Planning

Muthu Ranganathan, Oracle

11 am - 12 pm ET

This session will help you understand Machine Learning and Artificial Intelligence in the context of Planning and Enterprise Performance Management, whether it is for Finance/CFO, IT/ CIOs or Data Analytics teams. Learn the compelling innovations we are making in this area, and how you can start using it in your EPM application.

Sailing from Hyperion to 11.2.6 with ease… (and now navigating towards 11.2.9)

Shandy Bergeron, Datavail

1 - 2 pm ET

For a global cruise company, it is important for their passengers to embark on cruises seeking memorable moments throughout their journey. Helping make memories are Staff that relies on accurate planning, forecasting, and reporting systems to help them manage their business. Attend this session to hear how the group seamlessly navigated from to 11.2.6 while unlocking and upgrading essential system features that provided greater security and enhancements to their multiple Hyperion applications.

Oracle EPM Groovy 101!

Dan Gagnon, Huron Consulting Group

3 - 4 pm ET

Learn some practical Groovy through this basic introduction. We’ll go through live examples, showing you where and how to use Groovy to enhance existing rules without needing to learn all the deep technical details. This will be Groovy for the "Everyday Admin".

Thursday, August 18: Integrations + Happy hour

On-Premises and Oracle Cloud EPM – Data Integration

Mike Casey, Oracle

11 am - 12 pm ET

Join this session to get the latest updates on integrating your data, whether cloud or on-premises, Oracle or non-Oracle, to your Oracle Cloud EPM business process.

FCCS to ARCS: Compliance Reconciliation at Warp Speed

Kelly Green, Datavail

1 - 2 pm ET

Do you have FCCS? Then you’ve already done half the work of designing and building ARCS! Let’s discuss how to leverage FCCS dimensions and data integration to design, build, implement, validate, and test Reconciliation Compliance faster and more efficiently than starting from scratch. This enables automating reconciliation tasks, supports risk-based cycles, and gains real-time visibility into reconciliation performance. Use Smart View and Excel to build reference tables for the initial build and ongoing maintenance. Convert dimensions into attributes. Convert mapping records between applications.

Oracle EPM Integrations 101

Jash Joshi, AST Corporation

3 - 4 pm ET

Learn about the different integrations options available in EPM and how you can leverage the options.
The session will cover the following areas and will focus on the Budget Revisions and Write Backs integrations scenario.
• Supported Integrations, Available Source and Target Systems
• Integration Agent
• In-Built Scheduling of Data Load
• Other Advance Features

EPM Week Happy Hour

5 - 6 pm ET

Join event participants for our virtual happy hour. Network and dive deeper into topics discussed this week, and bring your questions, insights, and ideas to share!

(This event only offered live.)

Panel Moderator: Al Marciante, Sr. Director Product Management, Oracle
Panelists: Kate Helmer, Senior Director, Huron | Arun Raj, Principal Consultant, Deloitte

Friday, August 19: PCM & Financial Close

Oracle Cloud EPM Enterprise Profitability and Cost Management

Don Bean, Oracle

11 am - 12 pm ET

Enterprise Profitability and Cost Management (EPCM) is an evolutionary step forward for Oracle Cloud EPM's Profitability and Cost Management business process. With a revamped business modeling process that incorporates customer best practices, along with the addition of powerful reporting, integration, and application management tools of the Cloud EPM Platform, EPCM is a dramatic leap forward.

Orchestrating Account Attestation and Financial Close through FCCS, ARCS and EDMCS

Connie Kirby, Deloitte
Abhinav Anand, Deloitte

1 - 2 pm ET

Our client, a leading financial institution in Canada and globally, implemented the solution to automate their monthly close process. The financial close process for the client consisted of a series of manual processes involving people from different entities, transits (branches) and departments within the organization. The key process that presented significant challenges to the client was the financial attestation process, which consisted of a series of steps or workflows performed by individuals and scheduled based on a close calendar. It consisted of the substantiation and multi-level approval/review of account balances.
The solution, which we partnered with Oracle Product team to help architect, was a combination of multiple modules in the Oracle EPM Cloud Enterprise Suite.

The session will include live demo and system walk through. The following topics will be covered: 

  • Business process flow and major use cases 
  • Proposed solution architecture
  • System demo 

    EPM/Hyperion Closing Panel

    Panel Moderator: Kate Helmer, Senior Director, Huron

    Panelists:  Al Marciante, Sr. Director Product Management, Oracle | Kelly Green, Senior EPM Consultant, Datavail | Chethan Kopparam, EPM Architect, Brij

    3 - 4 pm ET

    This Panel will allow attendees to connect with one another and collaborate with Oracle, Datavail, Brij, 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.

    CPE Credits for EPM Week

    • To receive CPE credit, simply download and complete the CPE Credit Form and send it to
    • Earn 1 CPE credit for every session you attend live. Credits cannot be awarded for viewing session recordings.

    Questions about CPE Credit? Please email