Planful Perform25 Brings Big Ideas, Bold Leaders, and Breakthrough Innovation in Financial Performance to Miami and London

SAN FRANCISCO, Calif., May 8, 2025 – Planful Inc., the pioneer of financial performance management cloud software, is set to host Perform25, its annual user conference designed to inspire and empower finance, accounting, marketing, and HR professionals. This year, Perform25 spans two iconic cities, vibrant Miami and historic London, offering attendees unforgettable experiences in North America and Europe. With the event just one week away, excitement is building around the packed agenda of expert speakers, hands-on training, and collaborative sessions, all supported by a strong community of partners and sponsors helping to drive innovation in financial performance.

• May 12 – 15: Perform25 Miami at the InterContinental Miami
• June 4 – 5: Perform25 London at the Andaz London Liverpool Street

“Perform25 is all about helping our customers go further, faster,” said Rowan Tonkin, Chief Marketing Officer, Planful. “This year, we’re excited to showcase powerful new capabilities that bring our theme, You, Elevated, to life, introducing innovations that automate routine work, strengthen collaboration, and enable smarter, more strategic planning. With enhancements to Planful AI and new capabilities in workforce planning and financial consolidations, we’re delivering practical, high-impact tools that help our customers elevate their impact. We can’t wait to celebrate, connect, and shape the future of finance together in Miami and London.”

Attendees at Perform25 will experience an exciting multi-day agenda featuring:

• An inspiring opening keynote, where Planful leaders and industry experts will share bold strategies to achieve peak financial performance amid economic uncertainty and a growing talent shortage
• A focus on innovations in artificial intelligence (AI), automation, and analytics that accelerate planning, budgeting, and forecasting—while unlocking dramatic productivity gains across finance teams
• Real-world success stories from organizations like Igloo, StackAdapt, Kimball Midwest, and CFO Leadership Council in Miami and Wise, Lyre’s Spirits Co, and GenCFO in London
• Networking opportunities and lively social events with peers, industry experts, and thought leaders
• Direct access to Planful’s global partner community to share ideas, insights, and the latest trends in financial performance management
• Hands-on training sessions, with opportunities to earn continuing professional education (CPE) credits

Support for Perform25 comes from Planful partners, including CFO Solutions as the platinum sponsor of both events. Other partner sponsors for the Miami event include gold sponsors Bakerfield Solutions, Keenvision, Top Down CPM, Trintech, and 2X Marketing, and silver sponsors Formos Consulting, Association for Financial Professionals, and Spendflo. Other partner sponsors for the London event include gold sponsors Bakerfield Solutions, Trintech, and Verostone, and silver sponsors pmOne and Spendflo.

“At CFO Solutions, nothing is more rewarding than helping our customers achieve success and elevate their financial performance,” said Jennifer Hortz, Partner at CFO Solutions. “We’re proud to partner with Planful to deliver powerful solutions that drive real results, and we’re honored to support Perform25 as the platinum sponsor in both Miami and London. We look forward to celebrating our customers’ achievements and being part of the incredible momentum this community is building.”

Learn more and register for Planful Perform25 in Miami from May 12 – 15 and London from June 4 – 5.

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Zappos rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

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