Webinar

The Benefits of Implementing EPM before ERP in Today’s Environment

Thursday, November 21
12:30pm ET - 1:30pm ET
Virtual

In the current economic climate, institutions are grappling with unprecedented challenges— a changing interest rate environment, market consolidation, and competition from non-bank entities offering the same products and services.

As many institutions are commencing with finance transformation programs specifically targeting a new general ledger and respective modules, a common question comes up, “Should we wait to implement a new planning platform until the new ledger is in?”

The current fed funds futures indicate that over the next year the US can see a ~ 125 to 150 bps drop in the target fed funds rate. Without a functionally rich planning solution and operating model, waiting 12 to 18 months after the implementation of a new general ledger may not support desired financial planning and analysis.

We invite you to an exclusive webinar, where leading experts from OneStream Software and CrossCountry Consulting will provide actionable insights tailored to these unique situations. Discover how leveraging OneStream’s innovative platform can equip your institution with the strategic tools needed to excel in this dynamic environment.

Key Takeaways:

  • Myth-Busting: Learn why ERP (GL) and EPM (Planning/Forecasting) can be implemented concurrently or even in reverse order.
  • Industry Perspective: Understand the unique challenges and opportunities facing banking institutions today and how EPM can help address them.
  • OneStream Demo: Witness a live demonstration of OneStream's powerful EPM platform, tailored to meet the specific needs of the industry.

Speakers:

  • Robert Grant, Director, OneStream Software
  • Jaime Garza, Partner, CrossCountry Consulting
  • Pat Buffolino, Director, CrossCountry Consulting

Reserve Your Spot

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