Join us at the
Arizona Grand
Resort & Spa

April 2-4, 2024 | Phoenix, Arizona

Join us at the
Arizona Grand
Resort & Spa

April 2-4, 2024 | Phoenix, Arizona

Agenda

Session

Description

Welcome Reception


Start Time 6:30 PM MST
End Time 9:30 PM

Enjoy hors d'oeuvres and refreshments, and network with other attendees and partners.

Session

Description

Breakfast


Start Time 7:00 AM MST
End Time 9:00 AM

Breakfast will be provided for all attendees.

General sessions


Start Time 9:00 AM MST
End Time 12:00 PM

Check back for more details coming soon!

Lunch


Start Time 12:00 PM MST
End Time 1:15 PM

Lunch will be provided for all attendees.

Leading a new era for finance and accounting automation


Start Time 1:30 PM MST
End Time 2:30 PM

Discover how the Prophix Financial Performance Platform enables finance and accounting professionals like you to tackle new challenges with ease and drive results with precision and confidence. In this session we will continue the discussion from Chief Platform Officer, Geoff Ng’s presentation with our VP of Product Management, Scott Lawrence. Scott will take you through a deep dive of our platform strategy and roadmap for the future.

Geoff Ng
Chief Platform Officer
Prophix

Scott Lawrence
Vice President of Product Management
Prophix

From the desk of the experts: Power up productivity and maximize efficiency


Start Time 1:30 PM MST
End Time 2:30 PM

Who better than the team of Prophix experts to share their top productivity tips? We’ll show you new methods, shortcuts, and strategies to help you get tasks done more quickly and efficiently, freeing up precious time in your schedule. Application: FP&A

Manmeet Bhela
Consultant
Prophix

The power of adaptation: Unexpected use cases


Start Time 1:30 PM MST
End Time 2:30 PM

Learn how Prophix transformed our very own Professional Services operations function from a data presentation function to a strategic tool for making informed decisions. Learn how they reduced 10 days off effort monthly to 4-5 days, all while improving accuracy, adding capabilities (e.g. rollout of a formal and consistent Quarterly Business Review process) and shifting management focus to more strategic tasks. Application: FP&A

Daniel Langdon
Manager, Professional Services
Prophix

Navigating tomorrow: Mastering the art of forecasting today


Start Time 1:30 PM MST
End Time 2:30 PM

Increase your forecast accuracy and speed with the latest predictive forecasting and automation tools in Prophix FP&A. Learn from Prophix consultants on the best approaches to setting up and seamlessly maintaining your forecast process. Application: FP&A

Ujjwal Sewani
Business Analyst
Prophix

Demystify models: Best practices


Start Time 1:30 PM MST
End Time 2:30 PM

Are you ready to transcend the 'how' and delve deep into the 'why' of Prophix FP&A model creation? This session will take you on a journey from being a user to becoming an honorary Prophix Solution Architect. In this comprehensive exploration, we'll go beyond the mechanics of creating models and examine the rationale behind the choices made in model design. This session is ideal for those looking to elevate their expertise and take their Prophix FP&A proficiency to the next level. Application: FP&A

Alex Varki
Manager, Business Solutions Group
Prophix

Prophix’s winning formula: What sets us apart from the rest


Start Time 1:30 PM MST
End Time 2:30 PM

Partner Session Only: Join us for a session all about the Prophix competitive landscape and where Prophix excels. We will highlight where and how Prophix outperforms specific competitors, followed by an interactive Q&A session to group share successes and tactics.

Speakers to be revealed soon!

Bigger, bolder, better: Our big announcement


Start Time 2:45 PM MST
End Time 3:45 PM

Stay tuned for our grand reveal closer to April!

Speakers to be revealed soon!

The art of dashboarding: Unlock the value of visual insights


Start Time 2:45 PM MST
End Time 3:45 PM

They say a picture is worth a thousand words, but when it comes to data-driven decision-making, a well-designed dashboard can be worth its weight in gold. Join us to explore the art of transforming data into actionable insights through the latest advancements with Prophix FP&A dashboards. Dashboards are the pinnacle of thoughtful planning and application, offering a visual gateway to understanding complex data in an instant. We'll delve into strategies for effectively distributing these visual insights to your teams, ensuring that your organization benefits from timely and data-driven decision-making. Application: FP&A

Bryan Tam
Product Adoption Manager
Prophix

The Advisor x-factor: Optimizing performance with Advisor


Start Time 2:45 PM MST
End Time 3:45 PM

Are you ready to revolutionize your Prophix experience and ensure that your financial models run like a well-oiled machine? Look no further than Advisor in Prophix FP&A for all things related to model efficiency. Say goodbye to guesswork and hello to data-driven opportunities that allow you to supercharge your Prophix FP&A models. We will provide you with a comprehensive overview of Advisor, showcasing how it identifies opportunities for maximizing model efficiency. Application: FP&A

Jonathan Gurnham
Solutions Architect
Prophix

Unraveling issues: A guide to effective troubleshooting


Start Time 2:45 PM MST
End Time 3:45 PM

DIY your Phixes! In this session, we’ll coach you through step-by-step processes to identify, analyze, and resolve common issues that may surface while working with Prophix FP&A. Whether it’s a data discrepancy, a calculation error, or a workflow hiccup, you’ll be equipped to tackle these challenges head-on. But we won’t stop at just the ‘what’ and ‘why’ of troubleshooting. We’ll also explore the ‘how.’ You’ll gain a comprehensive understanding of the various methods, tools, and resources for tackling issues head-on. Application: FP&A

Sally Lu
Team Lead, Product Adoption
Prophix

Enter the template studio: The best templates for your business


Start Time 2:45 PM MST
End Time 3:45 PM

Once your foundation and model are built in Prophix FP&A, effective template design is critical in ensuring a repeatable data collection process. Our seasoned consultants will share their expertise and guide you through the best ways to optimize your templates. Application: FP&A

Navin Sadarangani
Consulting Manager
Prophix

Empowering partners with the Prophix Value Framework selling model


Start Time 2:45 PM MST
End Time 3:45 PM

Partner Session Only: The Prophix Value Framework is high performance methodology to help sales teams engage in consultative conversations, focusing on value and differentiation in a way that has meaning to the buyer. We will provide examples of how this accelerates sales opportunities for your team.

Speakers to be revealed soon!

Fast-track to financial consolidations: Expedite, consolidate and close quicker than ever


Start Time 4:15 PM MST
End Time 5:15 PM

In this session, we’ll unveil the latest updates and provide a sneak peek into what’s on the horizon for Prophix Financial Consolidation. Get insights into new features and enhancements. For organizations aggregating data from multiple sources and reporting on the results with spreadsheets, financial consolidation can become a time-consuming, hit-and-miss process. Come learn how you can automate data collection from any number of source systems and eliminating manual tasks by connecting all your information for a streamlined consolidation and close. You’ll also hear how you can improve the speed, accuracy, and auditability of your consolidations.

Nadia Kotecha
Director of Product Management
Prophix

Pako Chan
Program Manager
Prophix

The ultimate guide to Microsoft 365 Add-In usage


Start Time 4:15 PM MST
End Time 5:15 PM

Wouldn’t it be great if you could submit your budget or forecast numbers to Prophix FP&A from the comfort of ExcelⓇ? Learn more about how Prophix for Microsoft 365 extends Prophix’s planning and reporting to a new group of users allowing them to contribute to Prophix-driven budgets and manipulate data using Excel. Make a direct connection to your favorite tools and embrace the power of data centralization and automation only Prophix can provide. Application: FP&A

Dave Chen
Consulting Manager
Prophix

Plan it, do it: Exploring alternate detailed planning manager use cases


Start Time 4:15 PM MST
End Time 5:15 PM

Get ready to embark on a comprehensive exploration of Prophix Detailed Planning Manager (DPM), designed to equip you with the knowledge and skills needed to go beyond budgeting and explore the myriad uses of Prophix DPM, showcasing its versatility in various financial and operational scenarios. Whether you're new to DPM or looking to expand your understanding, you'll leave this session with a profound appreciation of DPM's potential. This session is perfect for users who are eager to dive deep into DPM's capabilities and unlock its full potential. Application: FP&A

Gianluca Tatangelo
Consulting Lead
Prophix

Data flow demystified: Integrating your data ecosystem


Start Time 4:15 PM MST
End Time 5:15 PM

Do you know how data flows into the Prophix Financial Performance Platform? This session will demystify the intricate process of data flow and integration. Data is the lifeblood and understanding its journey from inception (i.e.: data entries) to the final destination is crucial. Whether your data resides on-premises or in the cloud, this session is your gateway to a deep understanding of how various data types can seamlessly be loaded into Prophix. Application: FP&A

Rob Shillinger
Director of Solution Services
Prophix

Unlocking Prophix's potential: Boost your ROI


Start Time 4:15 PM MST
End Time 5:15 PM

Transform your experience with Prophix from a solitary endeavor into a collaborative journey. As the saying goes, 'Prophix is best enjoyed with friends,' and we invite you to explore how to make that a reality within your organization. During this session, we'll delve into the strategies and tactics that will empower you to expand the adoption of the Prophix FP&A, ensuring it becomes an integral part of your organization's daily operations. We understand that maximizing the value of Prophix goes hand in hand with widespread adoption, and we're here to guide you every step of the way. Application: FP&A

Moneka Asham
Manager, Professional Services
Prophix

Opportunities knock: Solving consolidation challenges


Start Time 4:15 PM MST
End Time 5:15 PM

Partner Session Only: Join us for a lively discussion on how to identify, engage and solve your customer's consolidation and intercompany reconciliation challenges.

Speakers to be revealed soon!

Prophix Live '24 Reception


Start Time 6:30 PM MST
End Time 10:30 PM

Check back for more details coming soon!

Session

Description

Breakfast


Start Time 7:00 AM MST
End Time 9:00 AM

Breakfast will be provided for all attendees.

General sessions


Start Time 9:00 AM MST
End Time 12:00 PM

Check back for more information coming soon!

Lunch


Start Time 12:00 PM MST
End Time 1:15 PM

Lunch will be provided for all attendees.

Precision mastery:  Data validation and financial close automation


Start Time 1:30 PM MST
End Time 2:30 PM

Improve your financial close process with increased accuracy and auditability. Reduce the repetitive manual, time consuming aspects of your monthly close with built-in intelligence designed to ensure you don’t miss a cent! More details on this session to come! Hint: It’s going to be a game-changer.

Zachary Di Sabatino
Senior Product Manager
Prophix

Mastering workflows: A path to success


Start Time 1:30 PM MST
End Time 2:30 PM

In this session, we'll show you the ropes of efficient workflow management. In today's fast-paced business environment, it's crucial to enhance collaboration while minimizing administrative overhead. You'll discover how to revamp your business processes for maximum efficiency, ensuring that data gets into the hands of your users before they even ask for it. We'll delve into the art of automating tasks and approvals, so your team can reduce manual work, foster a culture of collaboration, and focus on value-adding activities to drive success in your workplace. Application: FP&A

Navin Sadarangani
Consulting Manager
Prophix

Prophix unleashed: Navigating innovative industry use cases


Start Time 1:30 PM MST
End Time 2:30 PM

Step into a realm of collaborative learning in this workshop as we dive into the depth and breadth of Prophix products by exploring unique industry use cases to deepen your understanding and maximize the potential of Prophix products. Our expert facilitators will guide you through real-world scenarios, providing valuable insights into how Prophix solutions can be customized to address the specific challenges and opportunities within your industry. Join us and unlock the full power of Prophix in your industry.

Sally Lu
Team Lead, Product Adoption
Prophix

Navigating tomorrow: Mastering the art of forecasting today


Start Time 1:30 PM MST
End Time 2:30 PM

Increase your forecast accuracy and speed with the latest predictive forecasting and automation tools in Prophix FP&A. Learn from Prophix consultants on the best approaches to setting up and seamlessly maintaining your forecast process. Application: FP&A

Ujjwal Sewani
Business Analyst
Prophix

From the desk of the experts: Power up productivity and maximize efficiency


Start Time 1:30 PM MST
End Time 2:30 PM

Who better than the team of Prophix experts to share their top productivity tips? We’ll show you new methods, shortcuts, and strategies to help you get tasks done more quickly and efficiently, freeing up precious time in your schedule. Application: FP&A

Manmeet Bhela
Consultant
Prophix

Deep Dive: Prophix Performance Platform


Start Time 1:30 PM MST
End Time 2:30 PM

Partner Session Only: Building upon the Main Stage presentation, join us for a Partners-only session to explore Prophix's global messaging and activation of solution enhancements. You’ll hear from Prophix Partner Channel Executives, Prophix Marketing and Senior Product Managers as we position our GTM strategy for the balance of 2024 and run you through examples for creating partner-selling opportunities.

Speakers to be revealed soon!

Regulatory reporting made easy: Discover disclosure management


Start Time 2:45 PM MST
End Time 3:45 PM

Within the office of the CFO, tying out your accounts plays a pivotal role in ensuring accuracy, compliance, and transparency. More details on this session to come! Hint: It’s going to be a game-changer.

Pako Chan
Program Manager
Prophix

Become a FP&A super user: Unlocking the full Prophix experience


Start Time 2:45 PM MST
End Time 3:45 PM

Do you realize the abundance of Prophix services and offerings at your fingertips? Whether it's immersing yourself in Academy courses, connecting with like-minded users on the Red Carpet, engaging with thought-provoking webinars, or collaborating with Product Adoption experts, there's a treasure trove of resources waiting to elevate your Prophix experience. In this session, we'll guide you through the dynamic realm of Prophix's thriving community and demonstrating how you can leverage these resources to become an FP&A super user. Application: FP&A

Bryan Tam
Product Adoption Manager
Prophix

The ultimate guide to Microsoft 365 Add-In usage


Start Time 2:45 PM MST
End Time 3:45 PM

Wouldn’t it be great if you could submit your budget or forecast numbers to Prophix FP&A from the comfort of ExcelⓇ? Learn more about how Prophix for Microsoft 365 extends Prophix’s planning and reporting to a new group of users allowing them to contribute to Prophix-driven budgets and manipulate data using Excel. Make a direct connection to your favorite tools and embrace the power of data centralization and automation only Prophix can provide. Application: FP&A

Dave Chen
Consulting Manager
Prophix

Demystify models: Best practices


Start Time 2:45 PM MST
End Time 3:45 PM

Are you ready to transcend the 'how' and delve deep into the 'why' of Prophix FP&A model creation? This session will take you on a journey from being a user to becoming an honorary Prophix Solution Architect. In this comprehensive exploration, we'll go beyond the mechanics of creating models and examine the rationale behind the choices made in model design. This session is ideal for those looking to elevate their expertise and take their Prophix FP&A proficiency to the next level. Application: FP&A

Alex Varki
Manager, Business Solutions Group
Prophix

Unlocking the power of financial consolidation: A beginner's guide


Start Time 2:45 PM MST
End Time 3:45 PM

Join us in this informative session as we dive headfirst into the world of financial consolidation. Whether you're new to the concept or looking to refresh your understanding, we'll provide a comprehensive introduction to Prophix Financial Consolidation. You'll gain a clear understanding of the fundamentals and learn how to streamline your financial processes. This session is designed to equip beginners with the knowledge and tools they need to confidently embark on their financial consolidation journey with Prophix Financial Consolidation. Application: Financial Consolidation

Jonathan Gurnham
Solutions Architect
Prophix

Cross-selling success: Leveraging your existing customer for new opportunities


Start Time 2:45 PM MST
End Time 3:45 PM

Partner Session Only: An overview of the marketing tools that have been created to cross sell Prophix FP&A and Consolidation.

Speakers to be revealed soon!

A new generation of power and performance in planning


Start Time 4:15 PM MST
End Time 5:15 PM

Data volumes and business complexity continue to increase as a rapid pace. Therefore FP&A teams must be agile and adopt more planning processes into their overall financial models. In this session we will dive into the next generation of Planning. This is a game changer if there ever was one!

Nadia Kotecha
Director of Product Management
Prophix

Pako Chan
Program Manager
Prophix

The Advisor x-factor: Optimizing performance with Advisor


Start Time 4:15 PM MST
End Time 5:15 PM

Are you ready to revolutionize your Prophix experience and ensure that your financial models run like a well-oiled machine? Look no further than Advisor in Prophix FP&A for all things related to model efficiency. Say goodbye to guesswork and hello to data-driven opportunities that allow you to supercharge your Prophix FP&A models. We will provide you with a comprehensive overview of Advisor, showcasing how it identifies opportunities for maximizing model efficiency. Application: FP&A

Felix Mann
Senior Manager, Business Solutions Group
Prophix

The power of adaptation: Unexpected use cases


Start Time 4:15 PM MST
End Time 5:15 PM

Learn how Prophix transformed our very own Professional Services operations function from a data presentation function to a strategic tool for making informed decisions. Learn how they reduced 10 days off effort monthly to 4-5 days, all while improving accuracy, adding capabilities (e.g. rollout of a formal and consistent Quarterly Business Review process) and shifting management focus to more strategic tasks. Application: FP&A

Daniel Langdon
Manager, Professional Services
Prophix

Unlocking Prophix's potential: Boost your ROI


Start Time 4:15 PM MST
End Time 5:15 PM

Transform your experience with Prophix from a solitary endeavor into a collaborative journey. As the saying goes, 'Prophix is best enjoyed with friends,' and we invite you to explore how to make that a reality within your organization. During this session, we'll delve into the strategies and tactics that will empower you to expand the adoption of the Prophix FP&A, ensuring it becomes an integral part of your organization's daily operations. We understand that maximizing the value of Prophix goes hand in hand with widespread adoption, and we're here to guide you every step of the way. Application: FP&A

Moneka Asham
Manager, Professional Services
Prophix

Gatekeeper's guide: Navigating application security access


Start Time 4:15 PM MST
End Time 5:15 PM

During this session, we will delve into the foundational elements of security within Prophix FP&A, providing a comprehensive understanding of the distinctions between function access, data access, and Detailed Planning Manager (DPM) security. In addition to exploring the intricacies of security, we will discuss the crucial question of who should have authority over security access. We'll explain the differences between individual and user access and share best practices to optimize and simplify the setup of your security measures. Application: FP&A

Gianluca Tatangelo
Consulting Lead
Prophix

Make the most out of our partner program


Start Time 4:15 PM MST
End Time 5:15 PM

Partner Session Only: Join this session to learn how to get the most out of the Prophix Partner Program. Our sales and marketing teams will highlight the key elements of our onboarding, training, marketing and support programs.

Speakers to be revealed soon!

Conference closes


Start Time 5:15 PM MST

Conference closes