Don’t Gamble on the Evolution of Your Business

Mark your calendars for May 20-22, 2019 at the Aria Resort and Casino in Las Vegas for Perform 2019. It’s not too late to register for the EPM event of the year. And did we mention Vegas?

The Planful Partner Solution Showcase will be open:

  • Tuesday, May 21st 7:30am – 6pm
  • Wednesday, May 22nd 7:30am – 4:30pm


Please stop by and talk with our sponsors about how finance will help evolve your business!


Platinum Sponsor

UHY Advisors, a leading financial, tax, and business consulting firm, is also a founding member of UHY International which has a global reach of over 8,000 professionals in 98 countries. We help companies of all sizes transform financial and operational functions with a full suite of services through our Management & Technology Consulting practice. In 2017, UHY Advisors acquired Bright Point Consulting, the largest Planful partner. We have more than eight years of experience working with Planful across hundreds of companies. Our solutions create a change that is fundamental to your operations, lasting and sustainable, and delivered through tested and proven project management methodologies.

Gold Sponsors

CFO Solutions, a comprehensive EPM solution provider, strives to maintain the highest quality deployments.  Partnered with Planful since 2009, our commitment to our clients as well as the Planful platform has proven to be a successful recipe for EPM implementation and adoption.  CFO Solutions is dedicated to improving our clients’ ability to collect, plan, manage, and report financial and operational data. We offer our clients an ecosystem of integration solutions, BI tools, and process knowledge to meet any challenge that may arise during deployment.  We are passionate about what we do, and you can see it in our work.

WG Consulting is a full-service Management & Technology consulting firm helping companies around the globe meet their greatest challenges and seize business opportunities through Finance, Operations, Human Capital and Technology innovation and transformation. The trusted advisor to companies from startup to the global 500, we collaborate with our clients to design and deliver solutions that exceed their demands for impact and innovation in a highly competitive and fast-paced world. We’re successful when our clients are successful.  No matter your industry or issue, WG Consulting is your partner of choice when experience matters.

Workiva (NYSE:WK) delivers Wdesk, an intuitive cloud platform that modernizes how people work within thousands of organizations, including over 70 percent of the 500 largest U.S. corporations by total revenue. Wdesk is built upon a data management engine, offering controlled collaboration, data connection, granular permissions, and full audit trail. Wdesk helps mitigate risk, improves productivity, and gives users confidence in their data-driven decisions. For more information, visit

Silver Sponsors

Elevate your Office of Finance performance by partnering with Bakerfield Solutions, the first company to be both Planful and Dell Boomi certified. Bakerfield team members have the core competencies to modernize your FP&A and Accounting processes by applying industry-specific functional knowledge combined with expertise in cloud-based software solutions built specifically for Finance. Our best-of-breed partners include Planful, Dell Boomi, Sage Intacct, BlackLine, Workiva, and ThoughtSpot. The Bakerfield Approach, our proprietary delivery methodology, was developed especially for successful EPM and ERP implementations. Utilizing an agile-based approach, we engage your team throughout the project to provide the best-tailored solution within your budget and enable self-sufficiency after go-live.

BlackLine is a provider of cloud-based solutions that transform Finance and Accounting (F&A) by automating, centralizing and streamlining financial close operations, intercompany accounting processes and other key F&A processes for large and midsize organizations. The company is recognized by Gartner as a Leader in its 2018 Magic Quadrant for Cloud Financial Close Solutions and as a pioneer in the cloud market for enhanced financial control and automation.

Blue Line specializes in delivering Planful Modeling to support your organization’s unique Financial and Operational Planning Requirements. Models are integrated with your Planful Core Deployment, to create a single, aligned Financial and Operational Plan across Functions and Departments. Let us show you how to achieve Integrated Business Planning.

Cogenics Consulting is your trusted advisor in simplifying and automating processes associated with the office of the CFO. We have proven expertise in implementing cloud enterprise performance management solutions across verticals, working with modules such as consolidation, budgeting, headcount, dashboards or data integration to expense management, invoicing and inventory solutions.

FloQast is close management software, created by accountants for accountants to close faster and more accurately. On average, accounting teams who rely on FloQast close three days faster. Seamlessly integrated with ERPs and leveraging existing checklists and Excel, FloQast provides a single place to manage the month-end close and gives everyone visibility. The cloud-based software is trusted by hundreds of accounting departments, including those at Twilio, DocuSign, Zillow, and The Golden State Warriors. To learn more about FloQast Matching, visit and join the conversation on Twitter at @FloQast.

Formos Consulting is a full-service management consultancy and has been a Planful partner for 6 years.  We focus our efforts on creating business value within the finance function and specialize in finance transformation, risk advisory, and information security.  Our experienced team has implemented Planful in companies of all sizes and across industries seeking to transform and automate the Plan-to-Perform process.

The Association for Financial Professionals (AFP) is the professional society committed to advancing the success of finance executives globally. AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in finance. Each year, AFP Planfuls the largest networking conference worldwide for over 6,500 corporate finance professionals.

Keen Vision specializes in helping financial management teams make effective and efficient use of data and technology.  Led by knowledgeable CFO’s, Controllers and CPA’s, our team brings valuable practitioner experience to EPM and Financial Advisory projects. See how our expertise in analytics, planning, and modeling can benefit your team.

RSM US LLP is a leading provider of audit, tax and consulting services focused on the middle market. We guide our clients through business challenges by understanding their needs and bringing together the right team to address them. With 9,000 professionals and associates in 90 cities nationwide and access to more than 41,000 people in 120 countries through our membership in RSM International, we can meet your needs wherever in the world you do business.

Vegas baby, Vegas.

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