Agenda

Early-stage design concepts for a faster, more intuitive FP&A experience. Exclusive preview of what the product team is imagining — and an opportunity to help shape what comes next.

Organizations are evolving their financial planning and analysis capabilities to deliver faster insights, more accurate forecasts, and greater strategic value. With Prophix FP&A+, teams can enhance their planning and reporting processes to become more scalable, integrated, and forward-looking, while embedding practical AI to automate routine tasks, improve forecast accuracy, and surface actionable insights.

Hands-on tips and proven best practices to maximize the value of Prophix. Learn to streamline workflows, reduce manual effort, and unlock underutilized features that enhance reporting, planning, and analysis — with actionable techniques to increase productivity and drive stronger adoption.

How Prophix dashboards transform financial and operational data into clear, actionable insights. Best practices for creating executive-ready dashboards that connect planning, reporting, and analysis into a single cohesive performance view.

Learn how Justin Buttles and Devin Liebmann from Energy Trust of Oregon, Inc. transformed their FP&A processes through their Prophix implementation. In this session, they will explore their organization’s shift from a traditional annual budgeting approach to a more strategic 5-year planning model, as well as their transition from semi-annual, year-end forecasting to a more agile process featuring four forecasting cycles per year with a 6-quarter rolling forecast. Discover the drivers behind these changes, key lessons learned during implementation, and how enhanced visibility and flexibility are supporting better decision-making across the organization. Energy Trust of Oregon is a nonprofit organization operating in the energy & utilities sector.

Discover how reporting and analysis are evolving to meet the growing demands of modern FP&A teams. Explores new innovations, enhanced analytical capabilities, and what's ahead in transforming how finance teams generate insights and drive better decisions.

Go beyond the “go-live” story and learn how Jodi Schultz, Associate Vice President of Finance at Sammons Financial Group turned Prophix into a strategic advantage over seven years. By replacing manual, time-consuming processes with automated workflows, their finance team has significantly improved efficiency, reduced reporting timelines, and enabled better decision-making across the business. This session highlights the leadership perspective behind sustained success—what works, what evolves, and how to continuously expand Prophix to meet growing organizational demands.

FP&A Plus enables finance teams to handle 100,000+ line items, high-volume transactional data, and multi-entity structures with speed and confidence. Advanced modeling capabilities dramatically improve cube refresh times, report generation, and concurrent user performance.

Explore the future of budgeting and forecasting with intelligent, AI-powered experiences designed to streamline workflows and enhance decision-making. Learn how automation and advanced forecasting capabilities are reshaping how finance teams plan, collaborate, and adapt.

Discover how Detailed Planning Manager (DPM) powers smarter planning in Prophix. Build flexible scenarios, support workforce and shift-based planning, and strengthen forecast analysis to evaluate impact and respond with confidence as markets evolve.

Discover how InfoFlex streamlines planning workflows inside Prophix — enabling controlled data movement, allocations, and version adjustments directly within your model. Automate plan seeding, manage forecast updates, execute structured reallocations, and maintain auditability while improving speed and governance.

AI is rapidly reshaping the finance function, but many organizations remain stuck between experimentation and real value. While modern platforms like Prophix are embedding powerful AI capabilities directly into planning, reporting, and decision-making processes, the challenge for finance leaders is no longer access to technology – it’s execution. This session explores how leading organizations are moving beyond AI pilots to drive measurable business impact. Attendees will gain a practical understanding of where AI is delivering value today, why many initiatives stall, and how to take a structured, low-risk approach to adoption. Drawing on real-world experience across finance transformation initiatives, this session introduces a practical framework for aligning AI capabilities with finance processes, systems, and decision-making. Designed for CFOs, finance leaders, and technology leaders responsible for strategy, transformation, and investment decisions, this session provides actionable insights to help organizations turn AI from a concept into a competitive advantage.

How to design effective models for CapEx, cash forecasting, analytical accounting, and more. Apply the 80/20 rule, avoid unnecessary detail that impacts performance, assess pain points, align solutions with user skillsets, and design the right cube architecture. Walk away with a toolkit and plan for scalable, high-value models.

Master practical prompting patterns and Copilot syntax to work more effectively with Prophix Copilot. Frame requests for insights, forecast exploration, variance explanations, and task-oriented help. Walk away with a 'prompt toolkit' your team can use immediately.

Learn how Per Solheim, Senior Financial Analyst at Horizon House, built a construction cost model in Prophix for his $400M+ West Tower expansion—a multi-year project with complex reporting needs. He will show you how he successfully integrated Business Central, balanced real-time reporting with ongoing model development in Prophix, and leveraged Excel for validation and reconciliation. Attendees will leave this session with clear, actionable insights for managing capital projects, complex modeling, and ERP integrations.

Be among the first to explore our new cash planning application. Transaction-level forecasting, real-time visibility, integrated scenarios, and multi-currency support — strengthening liquidity clarity and decision-making confidence.

AI-powered agents automate planning cycles, streamline reporting, and surface actionable analysis in seconds. See the Budgeting Agent and Reporting Agent live in action — and be among the first to experience a brand-new Agent unveiled at Prophix Live.

Walk through a complete financial close cycle in Prophix One — Account Reconciliation, Intercompany Management, Lease Accounting, and Month-End Reporting. An integrated approach delivers greater clarity across entities and builds confidence in every number you report.

Streamline lease accounting from calculation to disclosure. Automate compliance, reduce audit risk, and integrate lease data directly into reporting and planning to strengthen clarity and confidence at month-end.

Model multiple scenarios, stress-test key drivers, and quickly quantify the financial impact of pricing shifts, demand fluctuations, cost pressures, or macroeconomic changes. Discover practical techniques to adjust forecasts in real time and provide leadership with clear, data-backed guidance.

Build structured, executive-ready reports that clearly communicate financial performance and key drivers. Design dynamic financial statements, create scenario and variance views, standardize reporting layouts, and streamline updates so your board package is consistent and repeatable each cycle.

In this session, Jessie Williams, Senior Financial Analyst at Geosyntec Consultants, shares how their team transformed an inconsistent, manual budgeting process into a structured, scalable model powered by Prophix. Learn how they rebuilt trust in their numbers by standardizing data across models, aligning reporting with key business metrics, and establishing a reliable monthly cadence for leadership. Jessie will also explore how they’ve leveraged Prophix beyond budgeting—supporting M&A integration and positioning it as a strategic driver for smarter, more confident decision-making.

Join Taylor Garrett, Director of Finance at American Oncology Network, as he shares how his team transformed Prophix from a lightly used tool into a widely adopted, business-critical platform in Healthcare. Starting with only a handful of users, the organization scaled to dozens of active users by expanding access, improving processes, and aligning Prophix with broader business needs. Along the way, increased executive visibility into real-time performance data fundamentally changed how decisions were made—enabling faster insights, stronger accountability, and more strategic alignment across the organization. In this session, you’ll learn how to drive user adoption, empower stakeholders with meaningful data, and position Prophix as a central hub for financial and operational decision-making.

See how Prophix Copilot extends into the Microsoft environment — Teams, Excel, collaboration tools — to meet finance teams where they work. Integration experiences and a more connected FP&A workflow.

Learn how structured model audits and strategic roadmapping help you identify high-impact opportunities, prioritize the right initiatives, and optimize performance across planning, reporting, and consolidation. Walk away with a practical, repeatable framework to ensure your Prophix solution continuously delivers measurable value.

Early-stage design concepts for a faster, more intuitive FP&A experience. Exclusive preview of what the product team is imagining — and an opportunity to help shape what comes next.