Videos & Webcasts




Keynote speech to 200 CFOs in Milan, Italy (75 seconds)

“CFO Summit”

Loyola Marymount University Paul A. Grosch Lecture Series - October, 2015 (60 minutes)

“Analytics-Based Enterprise Performance Management” 

Dukascopy TV on Financial Planning and Analysis (FP&A) (6 minutes)

"Forces Creating Modern FP&A"

International Institute for Performance Improvement - March 3, 2017 (60 minutes)

“Analytics-Based Enterprise Performance Management”

Link goes to a “Registration” page. After registering, the webinar starts.

Business Analytics Collaborative (BAC) 

BAC Expert Bio (3 min) "Meet the Expert" 

BAC Expert Briefing (35 min) "Analytics-Based EPM"

BAC Expert Briefing (36 min) "Measuring & Managing Customer Profitability"

Institute of Management Accountants (IMA)

IMA Interview on Budgeting and Rolling Financial Forecasts (3 min) "Embracing Change"

IMA Interview on Enterprise Performance Management (3 min) "Embracing Change Part 2"

IMA Interview (2 min) “The Top 7 Trends in Management Accounting”

IMA Podcasts (2 min) “Analytics for the CFO FP&A Function”: Overview / Hindsight Insights / Foresight

Business Analytics Collaborative (BAC) (36 minutes)

"Expert Briefing"

Login to view. 

Europe Presentation (3 minutes)

“8 Forces Creating Interest in EPM”

Europe presentation (9 minutes)

“Introduction to EPM”

Business Finance Magazine

Overcoming EPM Roadblocks  

Netherlands Magazine

Interview on EPM

European Presentation

“Balanced Scorecard, KPIs and PIs”

Capacity-Sensitive Driver-Based Rolling Financial Forecasts (7 minutes)

“Driver Based Budgeting & Rolling Forecasts”



60 Minute Webinar Recordings

“Analytics-Based Enterprise Performance Management” (Proformative)

(Note: Registration required)

“The P is for Performance” – An Overview of EPM/CPM (IMA ; co-presented)