Agentic EPM

Are you leading finance in a large organisation, and does your planning and forecasting still depend on manual work stitched across systems that do not talk to each other? Join us for a morning on Agentic EPM, where we share how AI agents are changing enterprise performance management, hear from finance leaders who are already doing it, and leave you with a practical first step for your own EPM journey.

Finance functions have spent a decade making reporting faster. Far fewer have made decisions faster.

The planning cycle still runs on spreadsheets stitched to systems that were never designed to talk to each other. Forecasts are out of date before they are approved. Business partners spend the week assembling numbers instead of challenging them. And every new demand from the business – a scenario, a reforecast, a cost question – lands on the same small team.

Agentic AI changes what is possible here. Not as another dashboard, but as agents that can gather the data, run the scenarios, flag the deviations, and draft the first version of the analysis. The point is not a faster report. The point is that finance moves from explaining the past to steering the business.

On 20 November, we bring senior finance leaders together for a morning on what this actually looks like in practice. You will hear client cases from finance leaders who have been through it, a technology perspective from Jedox on connected planning, and Implement’s view on what separates the organisations that get value from EPM from those that simply get another system.

You will also get to work. A facilitated table session puts your own EPM journey alongside peers facing the same questions, and you leave with three concrete actions you can start on.

What you take away: 

• A clear view of where agentic AI genuinely creates value in performance management, and where it does not
• Honest client cases, including what did not work
• A practical starting point for your own EPM roadmap
• A morning with peers from other finance functions