Breakfast will be provided for all attendees.

Join us as we kick off the Prophix Live! '24 conference!

Post-pandemic energy in the business environment is palpable and finance leaders, particularly in the mid-market, have reached an inflection point: continue with clunky processes and silos that hinder productivity, or embrace new possibilities and powerful new functionality. As the full Prophix community gathers for the first time since 2019, CEO Alok Ajmera will provide an update on the company’s ongoing evolution, and outline the Prophix vision for next-generation finance - a world where the complete breadth of the office of the CFO is empowered to address challenges strategically and make informed decisions using data from a single source of truth.

Understanding next-generation finance and how technology is rapidly impacting the office of the CFO will be critical to future success. Don’t miss the exclusive opportunity to learn about the latest innovations available to Prophix customers from Chief Platform Officer Geoffrey Ng and members of the Prophix product team. Preview newly available and soon-to-be-released functionality, all developed specifically to address challenges across the full breadth of the office of finance – from accounting to FP&A. But now, only with Prophix, available via one single, integrated platform.

Enjoy refreshments and network with attendees and Partners.

The role of the Chief Financial Officer (CFO) has evolved beyond traditional financial management. Organizations are now expected to report on non-financial and value-centric drivers, which has led to the emergence of the Chief Value Officer (CVO). In this session, a panel of visionary finance leaders will share why it’s critical to build a next generation finance function. Panelists will speak to the impact of staying ahead of technology and economic changes and trends, and strategies you can implement to drive digital transformation that will deliver ROI.

In today's dynamic business environment, the ability to anticipate and adapt to change is a competitive advantage. Fostering innovative thinking and a growth mindset are more critical than ever. Thinking differently can unveil new opportunities and solutions to the complex challenges of talent leadership, technology advancement and business growth.

During this session, you'll learn key trends and develop solutions to unlock opportunities, practical techniques to unlock creativity and innovative thinking across your organization, and strategies to address talent, technology and business growth.

Lunch will be provided for all attendees.

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.

1 CPE Credit

Join us for an insightful session as we delve into the world of Prophix with Denise Feece, a seasoned finance professional who has harnessed Prophix capabilities to create over 48 cubes. Denise will share her wealth of experience, unveiling unique use cases that go beyond the traditional boundaries of financial reports. Explore how Prophix becomes a catalyst for transformative change, blending financial statements with operational metrics to address the pivotal 'why' questions faced by business leaders.

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

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

1 CPE Credit

Are you ready to transcend the 'how' and delve deep into the 'why' of Prophix Financial Planning & Analysis 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 Financial Planning & Analysis proficiency to the next level. Application: Financial Planning & Analysis

1 CPE Credit

In this session, we'll focus our new Portal. Designed to be your ultimate gateway to the Prophix platform, this session aims to provide an in-depth exploration of how the Portal serves as the singular entry point for all your platform access needs. Join us for an informative session that goes beyond access, offering a comprehensive understanding of the Prophix Portal's capabilities now and in the future.

1 CPE Credit

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 Financial Planning & Analysis 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: Financial Planning & Analysis

1 CPE Credit

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 Financial Planning & Analysis for all things related to model efficiency. Say goodbye to guesswork and hello to data-driven opportunities that allow you to supercharge your Prophix Financial Planning & Analysis models. We will provide you with a comprehensive overview of Advisor, showcasing how it identifies opportunities for maximizing model efficiency. Application: Financial Planning & Analysis

1 CPE Credit

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 Financial Planning & Analysis. 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: Financial Planning & Analysis

1 CPE Credit

Once your foundation and model are built in Prophix Financial Planning & Analysis, 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: Financial Planning & Analysis

1 CPE Credit

Partner Session Only: Discover Prophix’s value framework, a strategic approach that highlights the unique benefits of our platform and accelerates your sales process. Learn how to engage in consultative conversations that address your clients’ needs, leading to increased conversions. Get four value-driven conversation playbooks and put your learnings into practice with role play and a group Q&A.

Enjoy refreshments and network with other attendees and Partners.

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.

1 CPE Credit

Wouldn’t it be great if you could submit your budget or forecast numbers to Prophix Financial Planning & Analysis 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: Financial Planning & Analysis

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

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 Financial Planning & Analysis, 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: Financial Planning & Analysis

1 CPE Credit

Partner Session Only: Join us for a workshop on Prophix’s partner playbook for consolidations. Learn how to identify, engage, and solve your customers’ consolidation and intercompany reconciliation challenges with Prophix Financial Consolidation.

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 Financial Planning & Analysis super user. Application: Financial Planning & Analysis

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

Join us on the second night of the conference for an evening filled with laughter, delicious treats, and unforgettable moments with your fellow conference attendees.

Breakfast will be provided for all attendees.

Join us as we kick off the last day of Prophix Live! '24.

Hear from a panel of CFOs who use Prophix every day. They will share how Prophix’s Financial Performance Platform has transformed the Office of the CFO: from process automation, to forecasting accuracy, operating margins, EBITDA, and revenue growth.

Enjoy refreshments and network with other attendees and Partners.

Generative AI is here to stay and it’s reshaping the finance function. Now it’s time for CFOs to look beyond the hype and understand how generative AI will fundamentally change the way we work, like transforming core processes, reinventing business partnerships, and mitigating risks.

But the adoption of generative AI for finance teams isn’t an overnight activity. It will come with challenges and obstacles, including accuracy and potential bias, data quality, security and privacy concerns, and skills gaps. So how do you overcome these obstacles and stay ahead of the adoption curve? This session will cover the applications of AI for accounting and finance teams, explore where there’s opportunity for the most impact, and uncover how to enable your business to capitalize on the future benefits of AI.

Join us as we celebrate our exceptional customers and partners.

Lunch will be provided for all attendees.

Improve your financial close process with increased visibility, timeliness and auditability of your account reconciliations. Reduce the repetitive manual, time consuming aspects of your monthly close with a new application designed to help you close faster and with more confidence! More details on this session to come! Hint: It’s going to be a game-changer.

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

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

1 CPE Credit

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

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

As your company grows, it can be difficult to stay on top of regulatory reporting, like ESG and Pillar Two Global Tax and IFRS. In particular, the need for Environmental, Social, and Governance (ESG) Reporting is becoming increasingly important for businesses every day. Those that do not prioritize ESG considerations may face significant challenges but those who do can turn this regulation into growth and sustainability strategies for their business. In this session, you will learn why building your ESG roadmap and reporting infrastructure today will benefit you in the future.

1 CPE Credit

Partner Session Only: In this panel, you’ll hear how Prophix differentiates against our competitors, featuring specific success stories and lively discussion from our partners.

Whether it’s ESG or the SEC, the need for accurate, efficient, and compliant disclosure management and regulatory reporting has never been greater. Learn more about Prophix's new partnership with IRIS CARBON providing a feature-rich Office 365-based solution to seamlessly handle your financial and non-financial report authoring and the last mile of your corporate reporting. It’s all happening in this insightful session.

1 CPE Credit

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 Financial Planning & Analysis super user. Application: Financial Planning & Analysis

1 CPE Credit

Wouldn’t it be great if you could submit your budget or forecast numbers to Prophix Financial Planning & Analysis 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: Financial Planning & Analysis

1 CPE Credit

Are you ready to transcend the 'how' and delve deep into the 'why' of Prophix Financial Planning & Analysis 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 Financial Planning & Analysis proficiency to the next level. Application: Financial Planning & Analysis

1 CPE Credit

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

1 CPE Credit

Partner Session Only: Explore the power of Prophix's marketing tools - designed to help you cross-sell Prophix Financial Planning & Analysis and Financial Consolidation. Discover how to transform your existing customer base into a springboard for new business.

See what it takes to propel your finance career to new heights. In this session, you’ll hear from a panel of our customers as they explore the evolving finance function and how the Prophix Financial Performance Platform has helped enhance their data analysis skills, develop leadership qualities, and streamline operations. Learn what the next generation of finance looks like, and how you can position yourself for success with Prophix.

1 CPE Credit

Enjoy refreshments and networks with other attendees and Partners.

Data volumes and business complexity continue to increase as a rapid pace. Therefore Financial Planning & Analysis 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!

1 CPE Credit

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 Financial Planning & Analysis for all things related to model efficiency. Say goodbye to guesswork and hello to data-driven opportunities that allow you to supercharge your Prophix Financial Planning & Analysis models. We will provide you with a comprehensive overview of Advisor, showcasing how it identifies opportunities for maximizing model efficiency. Application: Financial Planning & Analysis

1 CPE Credit

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: Financial Planning & Analysis

1 CPE Credit

During this session, we will delve into the foundational elements of security within Prophix Financial Planning & Analysis, 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: Financial Planning & Analysis

1 CPE Credit

Partner Session Only: Join us for an insider’s look at the Prophix partner program. This session will guide you through our robust onboarding process, provide insights into our extensive training programs, and showcase the powerful marketing tools at your disposal. You'll also gain an understanding of our dedicated support offerings designed to ensure your success.

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 Financial Planning & Analysis, 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: Financial Planning & Analysis

1 CPE Credit

Conference closes