“Wanna Get Away” from the Stress of the 11th Hour Topsides In Your Planning Process?

Wednesday, November 16th, 2022



Finance teams use Planful Dynamic Planning to rid themselves of the dreaded “Topside” adjustment in their final budget and make last-minute adjustments across the entire reporting portfolio at the click of a button
  • How Dynamic Planning and Structured Planning work side-by-side to save time and reduce friction to complete the budget season
  • Using Breakback for top-down adjustments to scenarios that allocate increases/decreases in values across budget entities
  • Creating true What-If planning on multiple scenarios with quick top-down adjustments
  • Leveraging all the data created during the Budget / Forecast process in Structured and Workforce planning templates to create a model where we push down top-side adjustments across all your reporting dimensions
  • Writing the updated scenario back to ensure the top-down adjustments are fully connected throughout the application

This is a great and easy way to leverage existing functionality within the Planful application to save time and hassle to complete budget season. We’ll demonstrate how an end user can use Dynamic Planning to make quick adjustments that would be extremely cumbersome to go template by template in Structured Planning. We hope you can join us! 

    Join CFO Solutions and OneStream at TD Garden to watch the Boston Bruins take on the Philadelphia Flyers on Thursday, November 17th.  

    Enjoy the next chapter of this historic rivalry from a premium suite with complimentary food and beverage. You’ll also have the opportunity to extend your network with other local finance and technology executives in New England.

    Space is limited, please register today!

    Event Details:
    When: Thursday November 17th 
    Where: TD Garden, 100 Legends Way, Boston, MA 02114
    Time: Suite Opens at 6:30pm; 7pm game start

    About us:

    OneStream is the leading next generation SaaS platform for corporate performance management (CPM), including budgeting, reporting, and financial close & consolidation.

    CFO Solutions has been dedicated to the CPM ecosystem for nearly 20 years. We offer specialized services for the selection, implementation, and managing CPM applications. With over 80 Finance technology professionals and a global footprint, we are here to meet the most complex of business requirements.