Agenda

Session

Description

Registration opens


Start Time 1:00 PM
End Time 6:30 PM

Phoenix location: Arizona Grand Ballroom foyer

Toronto location:
Convention Level

Welcome Reception


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

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


Phoenix location: 
Paseo West & Palm Court in the Conference Area

Toronto location:
Convention Level

Session

Description

Breakfast


Start Time 7:00 AM
End Time 8:30 AM

Hot breakfast will be provided for all attendees.

Phoenix location:
Paseo West & Palm Court

Toronto location:
Convention Level - Toronto II & III Ballroom

Welcome to Prophix Live! '25


Start Time 8:30 AM
End Time 8:40 AM

Susan Gershman
Chief Customer Innovation Officer
Prophix

Welcome to Prophix Live! '25 

Think Bigger: Shaping the Future with AI


Start Time 8:40 AM
End Time 9:10 AM

How can finance teams thrive in an increasingly complex world fueled by rapid technological change? Join Prophix CEO, Alok Ajmera, in this visionary keynote as we explore the transformative power of generative AI and what lies ahead in the next three to five years. Hear about why today marks a defining moment in our collective AI journey in rethinking possibilities, seizing opportunities, and navigating challenges—plus, what we need to watch out for along the way. Then, discover Prophix’s bold vision to harness AI and drive real impact for finance leaders like yourself, inspiring us all to think bigger about what’s possible, today and beyond.

A smiling professional man standing outdoors

Alok Ajmera
Chief Executive Officer
Prophix

Transforming Finance with Prophix One Intelligence


Start Time 9:10 AM
End Time 9:35 AM

Get ready to reimagine what’s possible in finance. In this session, Prophix CTO, Anurag Yagnik, will dive deeper into the current state of AI, its rapid evolution, and the opportunities it can unlock for your organization. Be the first to discover Prophix One Intelligence and the innovative technologies that will bring AI to the core of your finance function. Then, see Prophix One Intelligence in action, and explore how you can harness AI in practical, impactful ways to transform your work and think bigger than ever before.

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Anurag Yagnik
Chief Technology Officer
Prophix

Let's hear from our Customers


Start Time 9:35 AM
End Time 10:00 AM

   

Prophix Image

Marc Minicucci
Director of Corporate Finance
Armstrong Fluid Technology

Prophix Image

Peggy Maranan
Chief Financial Officer
Dixie Electric Membership Corporation (DEMCO)

Awards and Philanthropy


Start Time 10:00 AM
End Time 10:25 AM

Join us as Alok celebrates our customers and partners and speaks to Prophix's philanthropic projects.

A smiling professional man standing outdoors

Alok Ajmera
Chief Executive Officer
Prophix

Morning break


Start Time 10:30 AM
End Time 11:15 AM

Enjoy some refreshments and snacks with other attendees before the breakout sessions.


Phoenix location: Paseo West & Palm Court in the Conference Area

Toronto location:
Convention Level

Faster, Smarter Financial Close: The Future of Prophix One Account Reconciliation


Start Time 11:15 AM
End Time 12:15 PM

Efficient, accurate account reconciliation is critical for a smooth financial close process. Prophix One Account Reconciliation is helping finance teams manage this essential function by combining automation, transparency, and control. In this session, you'll discover the enhancements that are on the horizon to drive even more efficiencies.

Join Prophix product leaders for an exclusive look at the product roadmap for a sneak peek at upcoming enhancements like automated transaction matching, amortization schedules, and enhanced currency conversion designed to shave days off so you can close with more efficiency, accuracy and control.

A man wearing a purple and pink dress shirt smiling

Zachary Di Sabatino
Team Lead, Product Management
Prophix

Beyond Implementation: Enabling End Users for Seamless Adoption and Long-term Success


Start Time 11:15 AM
End Time 12:15 PM

In this session you'll learn about group training through CSP and key adoption strategies, including clear communication plans, documented processes, training guides, and executive sponsorship.

Learn more about the resources available to you and how to enhance value, successfully go-live, and increase user adoption.

A woman in a light green shirt, seated and smiling warmly

Dana Orth
Strategic project manager and customer experience specialist
Prophix

A man wearing glasses, seated and smiling broadly, showing his teeth

Ritesh Shah
Product Adoption Consultant
Prophix

Discover the value of Product Adoption: Roadmapping and success stories


Start Time 11:15 AM
End Time 12:15 PM

Shilpi Sachdeva
Product Adoption Manager
Prophix

In this session, you'll discover Product Adoption offerings like the value roadmap and new admin onboarding. Learn how to leverage Knowledge Base to ensure you can think bigger about how you use Prophix. And lastly, hear how our customers have found value outside of the norm.

How to Master Linked Templates: Streamline Reports, Workflows & Schedules


Start Time 11:15 AM
End Time 12:15 PM

In this session we'll share how linked templates can document all current reports, data entry templates, and schedules in use, organized by processes like budgeting. Learn how workflows can serve as maintenance reminders for weekly, monthly, and yearly tasks too.

A woman in a black shirt, standing and smiling brightly, showing her teeth

Charlene Acuna
Senior Consultant with the Professional Services
Prophix

[For Advanced Users] Dashboard discovery: The secrets to bigger, better dashboards


Start Time 11:15 AM
End Time 12:15 PM

Dashboards: everyone needs them and uses them. But when done right, they're a window into valuable insights. In this session you'll learn about the features and see examples of model dashboards that will help you think bigger about your business.

A man in a suit, standing with his arms crossed and a subtle smile on his face

Miral Panchal
Product Adoption Consultant
Prophix

Lunch


Start Time 12:15 PM
End Time 1:30 PM

A hot lunch will be provided for all attendees.

Phoenix location: Paseo West & Palm Court

Toronto location:
Convention Level - Toronto II & III Ballroom

The Next Generation of AI Innovation in Prophix One


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

Finance teams are seeking greater efficiency and strategic insight. And Prophix is leading the charge with advanced Artificial Intelligence (AI) capabilities integrated into Prophix One. This session will show you how we're weaving AI into the fabric of the platform. Learn how future AI initiatives will be an Assistant to help you use the platform, an Enabler to help you complete tasks faster, and a Reporter to help you get the answers you need. Join the Prophix product team as we share the next generation of AI innovations coming to Prophix One.

A man in a blue dress shirt and glasses, smiling while looking off to the side

Scott Lawrence
As VP Product Management & Planning
Prophix

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Kari Ostevik
Technical Lead Product Manager
Prophix

Tips and tricks for FP&A


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

In this session you'll learn tips, tricks, and best practices for building cubes, forecasting, account reconciliation, and more.

A close-up of a man with glasses, smiling and showing his teeth

Alex Varki
Manager of our Portland-based Professional Services team
Prophix

A woman with long black hair, standing against a white background and smiling brightly, showing her teeth

Sayuri Roy
Revenue Operations Specialist
Prophix

Sleep better with fast, efficient cash flow planning


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

Cash flow keeps finance teams up at night. In this session you'll hear how you can take your cash flow planning to the next level.

A man wearing black glasses standing and smiling

Navin Sadarangani
Consulting Lead
Prophix

A woman in a black shirt, standing and smiling brightly, showing her teeth

Charlene Acuna
Senior Consultant with the Professional Services
Prophix

[For Advanced Users] Dashboard discovery: The secrets to bigger, better dashboards


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

Dashboards: everyone needs them and uses them. But when done right, they're a window into valuable insights. In this session you'll learn about the features and see examples of model dashboards that will help you think bigger about your business.

A man in a suit, standing with his arms crossed and a subtle smile on his face

Miral Panchal
Product Adoption Consultant
Prophix

How to think bigger about your planning: What's next for FP&A Plus


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

Prophix One FP&A Plus is here! But we're already looking ahead at how we can make it better, faster, and stronger for you. Get a look at the latest updates and insights into what's on the horizon for FP&A Plus, including new features and enhancements so you can continue to think bigger about your planning possibilities.

A man wearing a purple and pink dress shirt smiling

Zachary Di Sabatino
Team Lead, Product Management
Prophix

Tips and tricks for FP&A


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

In this session you'll learn tips, tricks, and best practices for building cubes, forecasting, account reconciliation, and more.

A close-up of a man with glasses, smiling and showing his teeth

Alex Varki
Manager of our Portland-based Professional Services team
Prophix

A woman with long black hair, standing against a white background and smiling brightly, showing her teeth

Sayuri Roy
Revenue Operations Specialist
Prophix

Discover the value of Product Adoption: Roadmapping and success stories


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

In this session, you'll discover Product Adoption offerings like the value roadmap and new admin onboarding. Learn how to leverage Knowledge Base to ensure you can think bigger about how you use Prophix. And lastly, hear how our customers have found value outside of the norm.

A woman in a blue blazer, seated and smiling pleasantly

Shilpi Sachdeva
Product Adoption Manager
Prophix

How to Master Linked Templates: Streamline Reports, Workflows & Schedules


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

In this session we'll share how linked templates can document all current reports, data entry templates, and schedules in use, organized by processes like budgeting. Learn how workflows can serve as maintenance reminders for weekly, monthly, and yearly tasks too.

A woman in a black shirt, standing and smiling brightly, showing her teeth

Charlene Acuna
Senior Consultant with the Professional Services
Prophix

[For Advanced Users] Level up your FP&A with O365 and Prophix One


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

Learn how you can level up your reporting with the Excel add-ins for Analyzer and Contributor, and seamlessly integrate the PowerPoint plug-in.

Afternoon break


Start Time 3:45 PM
End Time 4:15 PM

Enjoy some refreshments and snacks with other attendees before the breakout sessions.

Phoenix location: Paseo West & Palm Court in the Conference Area

Toronto location:
Convention Level

Think big about the future: The UX evolution of FP&A Plus


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

Get a look at the future UX evolution of Prophix One FP&A Plus, the place where innovation meets user-centric design. This session will explore the future vision and how it will empower you with tools that aren't just powerful, but also intuitive and efficient.

Learn how better data visualizations, AI-driven insights, and integrations will reshape your decision-making. Our team will share future strategic enhancements that aim to simplify complex workflows, and improve accessibility, usability and visual design. Be part of the conversation that is shaping the next generation of FP&A software that will empower you to work faster, plan smarter, and think bigger about your financial decisions.

A close-up of a man in a suit and glasses, standing and smiling

Brandon Hendricks
UX Director
Prophix

Beyond Implementation: Enabling End Users for Seamless Adoption and Long-term Success


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

In this session you'll learn about group training through CSP and key adoption strategies, including clear communication plans, documented processes, training guides, and executive sponsorship.

Learn more about the resources available to you and how to enhance value, successfully go-live, and increase user adoption.

A woman in a light green shirt, seated and smiling warmly

Dana Orth
Strategic project manager and customer experience specialist
Prophix

A man wearing glasses, seated and smiling broadly, showing his teeth

Ritesh Shah
Product Adoption Consultant
Prophix

Accelerate your career with Prophix: Work smarter, achieve more


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

Unlock the full potential of Prophix and discover how its features and efficiencies can make you more effective in your role. In this session, we'll explore how working smarter - not harder - can lead to better results, increased visibility and career growth. Learn practical strategies from customers who leveraged Prophix to boost productivity, streamline workflows and position themselves to success.

A woman with curly hair, wearing a purple shirt, standing and smiling brightly, showing her teeth

Moneka Asham
Manager of Services
Prophix

A man wearing a suit standing and smiling with his teeth

Josh Morgan
Financial Analyst
ASRC Industrial

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Carly Zimmerman
Senior Accounting Analyst
USA Properties Fund, Inc.

Unlock Planning Insights with Sales Forecasting


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

Unlock the full potential of Prophix and discover how its features and efficiencies can make you more effective in your role. In this session, we'll explore how working smarter - not harder - can lead to better results, increased visibility and career growth. Learn practical strategies from customers who leveraged Prophix to boost productivity, streamline workflows and position themselves to success.

Presented by our partner, Plante Moran

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Steve Schelonka, CPA, CGMA, CITP
Senior Manager
Plante Moran

Prophix Live '25 Dinner and Party


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

Phoenix:  Join us at Aunt Chilada’s for our Prophix Fiesta!

Toronto: Join us to cheer on the Toronto Blue Jays as they face Tampa Bay in the private TD Summit Suite!

Session

Description

Phoenix Only - Grab and Go Breakfast


Start Time 7:00 AM
End Time 10:00 AM

For the Phoenix event only, grab and go breakfast will be available in the lobby

Departures


Start Time 7:00 AM

Head back to your home town, we'll see you again next year!