Prophix Academy Learning Summit


November 11-13, 2025


Prophix Headquarters

3250 Bloor St. West
East Tower, Suite 1200
Toronto, Ontario
M8X 2X9

People at work collaborating and brainstorming in person

Learn how to master Prophix One with confidence 

Join us for a hands-on, expert-led training experience designed for power users, admins, and report builders who want to get more from Prophix One. Over the course of three immersive days, you’ll sharpen your skills, solve real-world challenges, and walk away ready to lead smarter planning, reporting, and reconciliation processes. 

Date:  

November 11-13, 2025

Where?  

Prophix Headquarters
3250 Bloor St. West
East Tower, Suite 1200
Toronto, Ontario
M8X 2X9
 

Why attend?

  • Admin-level insights into model building, security, and configuration
  • Advanced reporting & budgeting techniques you can apply immediately
  • Expert guidance with real-time feedback and practical exercises
  • Sneak peek at AI features and what’s coming next in Prophix One
  • Hands-on training in a live FP&A Plus environment
  • *NOTE* earn up to 24 CPE credits for attending all sessions 

Whether you're building models, managing workflows, or driving strategic insights—this learning summit is your fast track to becoming a Prophix pro.
Seats are limited—register now to secure your spot!

Registration options:

Choose to attend one or two days with Single Day passes or attend all three days with an All-Access Pass.

Single Day Pass: $1,000 USD

All-Access Pass: $2,500 USD
*subject to HST

Special Team Discount: Buy 3 seats, get the 4th free

8:30 – 9:00: Welcome and set-up

9:00 – 12:30: FP&A Plus in Practice

  • Session details:
    • Overview and navigation
    • Building a data view
    • Creating a model
    • Managing dimension members
    • Defining account calculations

1:15 – 2:15: Filters Mastery

  • Session details:
    • The types of filters
    • Using an Anchor filter
    • Using filters in reporting

2:15 – 4:45: Model Setup Case Study

  • Session details:
    • Practical case study
    • Hands on practice building a Financial Model following assigned specs

4:45 – 5:00: Case Study Review

  • Session details:
    • Review key learnings from the case study

8:30 – 9:00: Welcome and set-up

9:00 – 12:30: The Reporting Life Cycle

  • Session details:
    • Building a report in Template Studio
    •  The auto text, row notes, formatting, freeze grid, copy, and clone functions
    • Using charts and images
    • Building a report binder
    • Building a dashboard

1:15 – 4:45: The Budgeting Playbook

  • Session details:
    • Setting up your dimensions
    • Using InfoFlex to prepopulate your budget
    • Building a data entry template
    • Defining users in Security Manager
    • Creating a Workflow project

4:45 – 5:00: Tips and Tricks

  • Session details:
    • Advice and best practice recommendations from real Prophix consultants

8:30 – 9:00: Welcome and  set-up

9:00 – 12:30: Personnel Planning in DPM

  • Session details:
    • Building a Detailed Planning model
    • Adding attributes and employees
    • Designing calculations
    • Running a post
    • Adding actions and allocations

1:15 – 4:45: Setting up your First Reconciliation

  • Session details:
    • Assigning user roles and setting up Workflow
    • Creating entities
    • Setting up close period
    •  Importing Accounts and Balances
    • Closing the period and generating a close package

4:45 – 5:00: AI and Prophix One

  • Session details:
    • Overview of the latest AI capabilities in Prophix One

I want to attend...

* Note - we will send you an invoice

Have Questions? Contact us at academy@prophix.com