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Plan to Win
Achieving business agility in the age of urgency
Download this eBook to learn why organizations need to adapt the way they create, plan, and execute operational strategies in response to a rapidly changing environment. Download the eBook
  • webcast

    Templates and Tips to Help You Budget and Forecast Your Business

    Are your budgeting and planning processes agile enough to keep up with the ever-changing demands of your business? To think fast and move first, companies must embrace a new model where they get rid of static, siloed annual planning and replace it with flexible, collaborative, and active planning.
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    Higher Education Industry Spotlight: Tactical to Strategic...

    Join us for an exciting customer panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.
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    Sales Planning: Do You Have Enough Sales Capacity?

    Optimizing your sales motion is critical to growth.  Do you have a robust, data-driven approach to planning sales capacity and distributing sales headcount effectively? 
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  • webcast

    How to Streamline Your Board Reporting Process

    Board reports can send even the savviest finance teams scrambling to triple-check data and patch together the PowerPoint deck. Sure, the reports get done. Yet, chances are you’re left with a nagging thought—there must be a better way to get both the data and still have time to craft the story. Join us and learn how Tony Acosta, Manager of FP...
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    Sales Planning: Balancing Sales Territories

    Join Tom Peff and Kevin Freeman, as they explore best practices for building optimized and equitable sales territories
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    Making Complex Financial Models More Efficient

    There’s no question that complex, high-volume financial modeling can be burdensome and error-prone, especially when hampered by manual, time-consuming processes. It doesn’t have to be that way!
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  • webcast

    4 Steps to Improve Forecasting Success

    Do you wake up dreading the thought of spending hours on your forecast? Are you struggling with lack of real-time data, multiple sources of truth, shortage of collaboration and communication, or accuracy of data? Join our panel of experts and hear how they mitigate these challenges.
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  • webcast

    Technology in the Manufacturing Industry: Embracing Change to...

    Is your manufacturing business resistant to the changing technology landscape? Does resistance leave you behind your competitors? If you're being disrupted by technology changes, then join us for our webinar, “Disrupt or be Disrupted - Embracing Change to Drive Growth.”
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  • webcast

    The Ultimate Guide to FP&A in 2019

    Join our panel of FP&A experts from Plex Systems, Workday, and Adaptive Insights for our webinar, “The Ultimate Guide to FP&A in 2019." These panelists, with more than 45 years of combined experience in Finance, will share FP&A tips and tricks they’ve learned throughout their careers and how you can apply them in your role.  
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  • webcast

    Be Proactive About Managing Your Charity Navigator Score

    It’s no secret that charitable givers and social investors review nonprofit organizations’ Charity Navigator.org ratings to help decide which charities they want to invest in. With so much at stake, why not be proactive about managing your score?
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  • webcast

    The Modern CFO Meets the Business Planning Cloud

    Do you spend 80% of your time pulling data and only 20% analyzing data? What if you could flip that and make it 20% pulling data and 80% analyzing it?  Learn how the three C’s of the planning process (comprehensive, continuous, and collaborative) can help your team become more strategic in “The Modern CFO Meets the Business Planning Cloud.” 
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  • webcast

    Active Planning for Healthcare Organizations

    This 30 minute overview describes how healthcare organizations can leverage the Adaptive Insights Business Planning Cloud
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    Active Planning for Life Sciences Organizations

    This 30 minute overview describes how life sciences organizations can leverage the Adaptive Insights Business Planning Cloud.
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    Active Planning for Professional & Business Service...

    This 30 minute overview describes how professional and business services organizations can leverage the Adaptive Insights Business Planning Cloud
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  • webcast

    Nonprofit Strategic Planning, Moving To an Active Planning Model

    This 30 minute overview describes how nonprofit organizations can leverage the Adaptive Insights Business Planning Cloud
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  • webcast

    Budgeting and Planning for 2019

    Learn how people, processes, and systems play a critical role in your planning process.
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  • webcast

    Customer Spotlight (TuneIn): Top-line Planning

    Hear how high-growth companies like TuneIn and Adaptive Insights have set up their financial and operational models to help their organizations scale effectively.
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  • webcast

    Revenue Planning with Adaptive Insights

    Learn how to build bookings and revenue into your financial model as well as link up separate domains for sales teams to manage quotas and territories so you can run scenarios from quotas all the way to cash.
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  • webcast

    Moving Away from Spreadsheets for Planning

    Is managing your workforce, revenue, capex, and capacity models in a spreadsheet time-consuming, manual, and painful? Do you find yourself constantly updating spreadsheets? Are you worried about spreadsheet errors?
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  • webcast

    Adaptive Insights for Sales – Top Line Modeling

    Find out how Adaptive Insights can help your Sales team increase performance, predictability, and sales intelligence with quota, capacity, and territory planning.
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  • webcast

    How to Empower Your CFO to Self-Service Reporting

    Learn the benefits of having self-service reporting, including: freeing up time for your finance team, empowering your CFO to pull data he/she needs when he/she needs it rather than relying on your team, and simplifying reporting for board meetings and quarterly business reviews.
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  • webcast

    Best-Practice Planning for Attendance & Exhibits

    Juggling the financial planning of world-class exhibits, state-of-the-art facilities, 24/7 animal care, and ticket sale revenue is a major undertaking. Come see how the National Aquarium tackles this with an active planning process that drives best practices
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  • webcast

    Sales Performance Management and Analysis at Apptio

    Learn how to: -Run real-time ‘what if’ and gap analysis around ramping, productivity & attainment to efficiently deploy quota -Construct balanced territories to optimally deploy the sales team -Link the sales and core financial models in a single, integrated environment to run holistic scenarios
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  • webcast

    Reports Don't Matter

    Financial reports don’t tell you what your business needs and what is important. They provide you with data, but by the time you receive the report, the data is outdated. Additionally, reports require maintenance to keep them up to date, they’re not accessible from anywhere, and don’t put data into context with other groups.
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  • webcast

    Customer Spotlight (Zipcar): Planning for Growth

    Hear how high-growth companies like Zipcar and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
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  • webcast

    Build Driver Based Forecasts for Your Financial Institution

    How long does it take you to reforecast when interest rates change? Can you easily segment net interest margins by products?
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  • webcast

    Five Steps to Better Workforce Modeling

    The ability to translate business drivers into business models is critical for FP&A teams. Listen to veteran FP&A executives, as they coach you through five key steps to creating models that are built quickly and are flexible enough to adapt to changes.  
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  • webcast

    Driving Better Financial Transparency & Accountability for...

    Inadequate financial transparency and accountability can cause havoc for your organization and negatively impact the causes you serve. Given all this, what can you do to ensure you comply with accounting standards and preserve the trust of your board, employees, and donors?
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  • webcast

    Customer Spotlight: Zipcar

    Join this webinar to hear how high-growth companies like Zipcar have set up their financial models and KPI dashboards to help their organizations scale effectively.
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    Your Prescription for Successful Strategic Planning in Healthcare

    Balancing patient care with managing your costs and margins requires you to regularly plan, model, and report on your changing business. But using Excel to manage these variables is slow, inefficient, and unsustainable. How can you spot the symptoms of an inefficient process?
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  • webcast

    Top-Line: Planning Sales Capacity & Territories

    How accurate is your revenue forecast? Is everyone in the organization aligned on what it’ll take to get there? What about when assumptions or inputs need to change?
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  • webcast

    Revenue Planning for Nonprofits

    Ticket sales fuel your mission. And donations breathe life into the causes you serve. With so much at stake, how do you ensure you’re doing revenue planning and reporting the right way?
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  • webcast

    A Better Financial Forecasting Method: Rolling Forecasts

    Tired of comparing your actuals to an outdated budget? Want to learn a better way to forecast that doesn’t feel like a hurricane of chaos?
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    Customer Spotlight: Models & Dashboards Built for Growth...

    Join this webinar to hear how high-growth SaaS companies like Domo and Adaptive Insights have set up their financial models and KPI dashboards to help their organizations scale effectively.
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  • webcast

    Data-Driven Decision Making: Translating Qualitative Inputs into...

    We all struggle with incorporating non-financial information into our finance dashboards and reports - but new tools and technologies are helping to overcome common obstacles.
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  • webcast

    Nonprofit FP&A Overhaul: Transform your Organization through...

    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your mission? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
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  • webcast

    FP&A Overhaul: Transform your Organization through Process...

    How do you know that the budgeting, forecasting and reporting processes you have in place are serving your business needs? Is everyone in the organization aligned on the big picture? Is it easy to collaborate? Are your teams and tools nimble enough to make adjustments on the fly? Does something need to change?
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  • webcast

    Improve Your NetSuite Reporting and Analysis with Adaptive...

    Are you getting the most out of your Corporate Performance Management Solution along with NetSuite? If not, now is the time to do so by leveraging Adaptive Insights Business Planning Cloud to gain competitive advantages and make strategic financial decisions.
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  • webcast

    Break Out of Your Forecasting Silo: Secrets to Help You Better...

    For the finance departments of many nonprofit organizations, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of transparency and confidence in your numbers.
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  • webcast

    Customer Spotlight: Bringing Sales into the Fold with Quota,...

    As you may have noticed, we recently unveiled Adaptive Insights for Sales, a purpose-built sales capacity, quota and territory planning and analytics solution to help drive sales performance and predictability. Built on Adaptive Insights’ scalable platform, the product links sales and territory plans to the overall financial plan, so business...
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  • webcast

    How to Create Dynamic Reports in Minutes with OfficeConnect

    Interested in learning how to spend less time creating reports and more time analyzing data? Let OfficeConnect help you be faster and more efficient in your role.
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  • webcast

    Break Out of Your Forecasting Silo

    In today’s finance world, forecasting feels like a siloed effort, where you are constantly dealing with multiple sources of truth, causing a lack of confidence in your numbers and yourself.
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  • webcast

    Year-End Close: Don’t Just Survive, Thrive

    Being the beginning of the year, now is a great time for you to look around and assess what processes are working and not working, especially around year-end close. Applying these observations can help you alleviate pain points, negotiate pitfalls, and be better prepared for your next year-end close.
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  • webcast

    Starting the Year Off Right – FP&A Best Practices

    2018 is upon us, but are you ready for a change? Move beyond your day-to-day tasks of budgeting, forecasting, and reporting to more high impact activities and processes.
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  • webcast

    FP&A and Accounting - Working Better Together

    Do you want FP&A and Accounting to play nice in the sandbox? Do you find you’re often comparing numbers in your data to ensure everything ties together? FP&A wants real-time data from Accounting. Accounting wants more time from FP&A to finalize the numbers. Sound familiar?
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  • webcast

    Moving Beyond the Numbers: Creating Compelling Board Reports

    If you and your team are forced to spend countless hours consolidating data from multiple sources, you may have little time left for the analysis that could help you tell a compelling story.
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  • webcast

    Put an End to Inefficient Planning

    In a recent study, 75% of finance professionals felt that their approach to budgeting had value, but there was room for improvement. Learn how identifying and eliminating the issues that waste time and energy can streamline your planning process.
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  • webcast

    5 Things FP&A Teams Need To Know To Be Ready For ASC 606

    Deadlines around the new revenue recognition changes (ASC 606/IFRS 15) are fast approaching—and many questions about potential impacts and how to prepare for them still remain.
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  • webcast

    Five Ways to Get More from NetSuite with Adaptive Insights

    Are you ready to get more from your NetSuite investment? More than 700 NetSuite customers have partnered with Adaptive Insights to improve their planning and forecasting efforts.
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  • webcast

    Improve Your Reporting Process (Without More Caffeine)

    Another month, another report. Few finance professionals enjoy the reporting process. Gathering data from multiple systems, wrestling with big, error-prone spreadsheets, investigating plan variances - it's costly in terms of time, resources, and caffeine. Throw in ad hoc requests and it may seem like there's no light at the end of the...
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  • webcast

    Secrets to Better Personnel Planning

    Learn how to get optimal bang for the buck when planning headcount. For any business, personnel costs can be the largest operational expense, requiring decision making from the CEO, CFO, and HR. These four pillars of personnel planning can help ensure the process directs resources to the right investments.
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  • webcast

    Master Your Budgeting Process: Tips for an Active Budget

    Spending countless days and nights building the annual budget can be a frusterating process. Especially when you know it may be obsolete by the end of the next quarter. Watch this webcast to learn how to overcome the endless cycles of your budget process and start moving towards an active plan.
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  • webcast

    Tips for Getting Your Business On Board With Rolling Forecasts

    Companies often spend weeks or months developing an annual plan or budget, but by the time they're finished, the market has changed and the budget has become obsolete. There's a better way; rolling forecasts.
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  • webcast

    SaaS Finance: Moving Fast and Staying Nimble

    As a SaaS company ourselves, we know what it's like being on a SaaS finance team; it's an exercise in moving fast and staying nimble to keep pace in a dynamic marketplace.
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  • webcast

    Elevate the Role of Finance In Your Higher Education Organization

    Discover the tangible benefits of reducing dependency on spreadsheets in a higher education environment. In the modern landscape, finance leaders take on a more strategic role and require dynamic reporting, planning and budgeting capabilities across multiple dimensions, such as enrollment, student retention, or grant sources.
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  • webcast

    It's Not Too Late To Change Your Budgeting Process for...

    Learn why it’s never too late for higher education institutions to improve and change budget processes, even when wrapping up the fiscal year. Dynamic reporting capabilities—such as detailed analysis by funds, programs, and more—deliver an immediate return on investment and continue the savings for years.
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  • webcast

    Supercharge Your FP&A Process and Tools for Education...

    Learn how higher education institutions employ best practices that reduce costs and improve productivity. Integrating data sources, consolidating information, and improving visibility into key metrics—across fund, activity, and other dimensions—takes insights that drive efficiency and profitability.
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  • webcast

    Planning for People-Centric Organizations

    Get a blueprint for planning people-centric organizations. Core ideas, next-level topics such as allocations, and strategies to enable a more fully integrated planning process are included.
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