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The Magic of FP&A:

Turning Pipeline into Sales

Wednesday, April 21, 2021
3:00 p.m.–4:15 p.m. ET

CRM systems at their core are used to track sales opportunities and measure sales effectiveness. But they can also provide the foundation for more accurate forecasts, annual planning and advanced analytics.

Join us on April 21, 2021, to learn Financial Planning and Analytics leading practices applied to pipeline- and opportunity-based sales. See a live demonstration by SAP’s business partner, SimpleFi, on prepackaged solution for CRM planning and analytics, as we discuss key topics, including:

  • How to create an integrated planning process leveraging opportunity data from any structured CRM system
  • How to best configure and utilize opportunity data from your CRM to create a more accurate, less subjective financial forecast
  • How to predict deals that will close and identify leading indicators
  • Planning processes that include quota, forecast and the annual plan with SimpleFi’s prepackaged content
  • SimpleFi’s customer use cases and success stories
     

Following the presentation, we invite you and your family to join us for an afternoon of magic featuring Kevin Blake!

To register for this event, please fill in the short registration form.

Agenda:
  • 3:00 p.m. – Introduction and Demonstration
  • 3:30 p.m. – Q&A Session
  • 3:35 p.m. – Kevin Blake Magic
Guests:
Tim Falbo,
Senior Director, Global Center of Excellence, SAP

Tim is an analytics evangelist with a demonstrated track record of over 20 years of experience, specializing in planning, business intelligence and data warehousing from a sales, pre-sales perspective. He is responsible for driving the success of SAP’s Analytics Planning Solutions globally. Tim has also helped organizations develop strategies for business transformation in finance and other key LOBs, while also helping them apply analytics to business data to improve business performance, recommend action, and guide decision making.

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Jon Essig,
Managing Partner

of SimpleFi Solutions LLC

Jon is a business partner and architect with focus on analytics, financial planning, and consolidation solutions. He is an experienced leader in various financial roles, including consolidations, financial analysis, forecasting, audit, SOX, financial closes, and tax. Jon has architected many solutions, working with c-level execs, finance, IT, and regional business units, to create and implement enterprise-wide solutions.

LinkedIn

Kevin Blake,
San Francisco Magician and Illusionist

About Kevin: He can read minds. Predict the future. See into your memories. Stop time…Or maybe he can’t, and it’s all an illusion. With a background in theater, spoken word, and a fascination with the human condition, Kevin creates performances that blend genres to create an interactive and one-of-a-kind experience. His most recent stage show, “Magic Man” was a hit at The Palace Theater in San Francisco. Kevin was also a contestant on the TV show, America’s Got Talent.

Find out more

SimpleFi Solutions

SimpleFi Solutions delivers SAP Financial solutions for the office of the CFO. We architect and implement best of breed organizational analytics, reporting, consolidation and planning solutions. Our senior leadership team averages 20 years finance / accounting experience with 15+ years implementing EPM, with a focus on SAP’s SAC, BPC and Predictive applications. With an in-depth knowledge of accounting and finance best practices, we commonly act as trusted advisors to C-level leadership. For more information about our advanced analytics, planning and consolidation solutions, go here.