Content Provider
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Sponsored by
Fluence technologies
Handout Materials
Presentation Slides
Free cpe webinars
The Pulse of Financial Close & Consolidation


Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Why do today's finance leaders need consolidation to be part of budgeting and planning? What do they need from modern consolidation software, and how are they benefiting from it? How can you learn from their experiences? See what 500 finance pros said in this year's Pulse of Performance Management Survey from BPM Partners—now in its 18th year.

Join BPM's Craig Schiff and our panel of experts to get your finger on the pulse of financial close and consolidation. Understand why it's critical to get it right, how technology can help you do it, and the results you should expect across your business.

Learning Objectives:

  • Determine what 500 finance leaders think about financial consolidation and how to get it done right 

  • Give examples of common misconceptions about the value, complexity, and availability of modern consolidation software

  • Recognize how to tell if your business needs consolidation software and the results you should expect from it

  • Determine process and technology best practices from quantitative research and consolidation case studies

  • Identify essential features of today's top-rated consolidation software solutions

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Craig Schiff

BPM Partners
President and CEO
(203) 359-5677

Bpm partners logo

Mr. Schiff is a pioneer in the Business Performance Management space. As a founding member of IMRS/Hyperion Software (which became Hyperion Solutions and is now part of Oracle) he helped create and define the space, known first as analytic applications, then Business Intelligence, and now BPM. Mr. Schiff spent 16 years at Hyperion and as its Senior Vice President ran the 500 person Products and Services Group. Most recently he co-founded OutlookSoft (now part of SAP). While at OutlookSoft he was President and CEO and oversaw the delivery of the first unified, web-based Business Performance Management solution. Prior to Hyperion and OutlookSoft he project managed the custom development of financial reporting systems for customers of GE Information Services Company including American Express and AMF. Mr. Schiff has published dozens of articles, spoken at numerous BPM conferences to thousands of business leaders, appeared on WOR Weekend Business Report, and was interviewed by Al Haig on World Business Review. Currently Mr. Schiff contributes to several publications, is responsible for the BPM expert channel and blog on the Business Intelligence Network/TechTarget, and develops the annual BPM Buyers Guide for Business Finance/Industry Week. He is a recipient of the prestigious Ernst & Young Entrepreneur of the Year award. Mr. Schiff holds a B.S. from S.U.N.Y and an M.B.A. from Fordham University.


Harjot Ghai

Delbridge Solutions
Co-Founder & Chief Operating Officer
(888) 866-6176


As a co-founder of Delbridge, a leading provider of Corporate Performance Management (CPM) solutions, Harjot’s responsibilities include overseeing the Sales and Professional Services organizations ensure client success.  With over 15 years of experience in CPM, Harjot’s unique combination of functional and technical know-how helps clients select and implement CPM solutions following best practices. Prior to Delbridge, Harjot served as the Client Director of IBM’s Performance Management Professional Services organization where he was responsible for managing key enterprise accounts in North America.

Fluence technologies

Guy develops the products that differentiate Fluence from any other vendor in the consolidation software market – an easy-to-use solution for mid-market companies that provides robust functionality at a fair price. Throughout his 25-year career in professional services, pre-sales, and account management, he’s helped hundreds of customers get more value from their technology investments, including Disney, Xerox, Lockheed Martin, and Cirque du Soleil. Guy has a twin sister and married a twin, and he has two beautiful children - but not twins! He loves to cook for his family, especially grilling on an open fire using natural firewood. He’s also a CPA and PMP with a degree in accounting.

About Our Sponsor

Fluence technologies
Our leadership team brings 2 centuries of combined experience from companies like IBM, Outlooksoft, Clarity Systems, SAP, Longview, Vena Solutions, and Delbridge Solutions.

For too long, financial consolidation tools have been designed to support the world’s largest organizations. These tools are hard to use, costly to implement and maintain.

Fluence Technologies is in the market with a solution that is purpose-built to be easily owned and maintained by finance, all while providing the power and functionality of the most robust solutions.