In-Person event

CFO Compass
Controlling Connect Forum

Radisson Collection Hotel
Warsaw, Grzybowska 24 street
29.10.2024 | 1:00 P.M

Modern Controlling:
discover the potential of EPM tools

We invite financial leaders and controlling teams to a unique event.

The main theme of the conference is to present an image of the modern controlling function by demonstrating how a properly organized structure using EPM tools can contribute to the automation of routine processes and enable controllers to fulfill the strategic role of a business partner.


Agenda:

 

1:00 p.m

Lunch and open networking

 

1:30 p.m

Conference opening

 
1:40 p.m Power Speech: EPM - Building foundations for successful performance management
David Jones (Director PwC UK, EPM subject matter)
 

2:00 p.m

Client success story
Aleksandra Zawadzka (CFO Alsendo)
 

2:20 p.m

Evolution of controlling: From traditional controlling to strategic business partnership

Moderator:
Katarzyna Podgórna
Participants:
Anna Latoszek (CFO Savencia)
Małgorzata Sawko (CFO Ferring)
Marcin Puziak (CFO Qemetica)

 

2:50 p.m

Coffee break

 
3:10 p.m

Drop-in Demo: Discover the functionalities of EPM tools:

  • Jedox
  • Lucanet
  • Anaplan
  • OneStream
  • CCH® Tagetik, Wolters Kluwer

Practical case studies of using the functionality of EPM tools in controlling

 

5:30 p.m

Coffee break

 

5:45 p.m

Workshop sessions:
  1. CV of the Future - the ideal profile of a financial controller.
  2. Use of EPM tools in controlling.
  3. From strategy to reporting: a new quality of management analyses.
 

6:15 p.m

Wrap-up & Closing

 

6:30 p.m

Dinner and networking

 

Discover the functionalities of EPM tools

A. Anaplan

Finance Planning Transformation

Finance Planning Transformation connects finance teams for better alignment and efficiency.

Key finance buyers face challenges: rigid templates limit guidance, orchestrating processes across BUs causes inefficiencies, and manual tasks drain time from strategic efforts. Autodesk automated planning for faster forecasting and higher productivity; Bayer improved scenario planning and freed resources for R&D. Anaplan's solutions enhance forecast accuracy, optimize resources, and unlock finance capacity through automation and collaboration, addressing market volatility, complexity, and interconnectivity challenges for improved decision-making and resource allocation.

Presenters:
Rein Bryssinck, Regional Vice President – Belgium and CEE, Anaplan
Mark Deprez, EMEA Principal Solution Consultant, Anaplan

B. Jedox

Uncover opportunities with scenario planning

Jedox simplifies scenario planning, providing a user-friendly Excel interface, data integration with any source, and practical artificial intelligence (AI) tools to streamline repetitive tasks and enable continuous forecasting.

What you will learn:

  • Model any number of scenarios using AI and a user-friendly Excel environment.
  • Select business drivers that impact planning, budgeting, forecasting, and consolidations.
  • Scale performance and uncover new opportunities over time.
  • How organizations large and small achieve strategic and operational value.

Presenter:
Julian Kestler, VP Sales Excellence

C. Lucanet

Streamlining Financial Excellence: Unlocking the Power of Lucanet's Consolidation and Planning Platform

Discover how Lucanet’s Consolidation and Finance Planning Platform, a key part of the CFO Office Platform, empowers financial teams to enhance decision-making, streamline reporting, and ensure accuracy in financial consolidation. This presentation will provide insights into its robust consolidation module, compliance with global standards, and real-time data integration capabilities. Learn how Lucanet drives transparency and efficiency, helping CFOs and finance professionals navigate complex financial landscapes with ease.

Presenter:
Alexander Panin

Salesperson:
Alla Ishchuk

D. OneStream

Elevating Financial Close, Planning & Analytics – Take Finance Further to navigate the Future

To lead at speed requires Finance/FP&A teams to conquer the complexities of internal systems and processes, ensuring they have the time and confidence to focus on driving business strategy and performance. Finance teams must rationalize and streamline the hard (and mission-critical) corporate performance management (CPM) processes, such as budgeting, planning & forecasting, consolidation & close, reconciliation and financial reporting. Process automation is critical. Finance leaders must inspire a digitally ready, data driven and performance-focused culture across the entire organization.

Presenter:
Simone Mantovani, Senior Solution Consultant

E. CCH® Tagetik, Wolters Kluwer

Empowering CFOs: Supercharge Your Financial Strategy with CCH Tagetik's Intelligent Platform

CCH Tagetik’s Intelligent Platform gives CFOs the tools they need to close operational gaps and take their finance teams to the next level. By harnessing AI-powered Corporate Performance Management (CPM), this platform helps accelerate strategic decisions and boosts overall financial performance.

Join this session to discover key highlights, including:

  • Managing the entire financial cycle—from close and consolidation to planning, reporting, and analytics—all within one unified CPM platform.

  • Streamlining processes from data input to final reports, reducing manual work and increasing efficiency.

  • Leveraging advanced AI to unlock faster, more accurate insights, enabling your finance team to make smarter, data-driven decisions.

Presenter:
Stefano Somma, Senior Technology Sales Support Specialist - CCH® Tagetik, Wolters Kluwer

Speakers

Managing Partner, People Partner, PwC Poland >>

Director, PwC UK >>

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Panelists

Finance & IS/IT Director, Savencia Group >>

CFO, Qemetica >>

CFO, Ferring >>

CFO, Alsendo >>

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Worskop leaders

Controlling Excellence Expert Manager, PwC Poland >>

EPM Expert, Senior Manager, PwC Poland >>

Controlling Expert and EPM Specialist in a domain of Management Reporting Manager, PwC Poland >>

Head of Learning and Development, Senior Manager, PwC Poland >>

Manager, Strategy & Finance, PwC Poland >>

Controlling Expert and Change Manager in the area of Finance Transformation, Senior Manager, PwC Poland >>

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Technology Partners

Additional information

  • The event will be conducted in Polish and partly in English.
  • The meeting is free of charge.
  • In-person event – ​​we invite you to the Radisson Collection Hotel at Grzybowska 24 in Warsaw.
  • Registration is required.
  • PwC reserves the right to select applications and refuse registration, especially in the case of individuals representing competing entities.
  • The conference will be conducted in Polish and partially in English. We provide simultaneous translation (except for workshop sessions and demo sessions).

Register for the event

Contact us

Eliza Mróz

Sales Processes Manager, PwC Poland

+48 519 507 489

Email

Monika Famulska

Senior Marketing, Communications and Business Development Specialist, PwC Poland

+48 571 778 149

Email

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