When your ARR forecast lives in a spreadsheet, your board deck takes three days to build, and your headcount plan is always one quarter behind the revenue model, finance stops being a growth driver and starts being a bottleneck.
Join Workday and Okorio for a live session, product demo, and fireside chat with Jacob Schuler, Sr. Director of FP&A at Kodiak Solutions, on how SaaS finance teams are replacing spreadsheet chaos with financial planning that drives growth.
VP, Adaptive Planning, Okorio
Sr. Director, FP&A, Kodiak Solutions
Account Executive, Workday
01. How high-growth SaaS teams are turning finance into a strategic growth driver
A look at what financial planning built for scale looks like in practice, and how leading teams are shifting finance from a reporting function to the engine behind growth decisions.
02. How to align finance and headcount in real time
A practical look at connecting your workforce plan to your revenue model, so hiring decisions and growth targets are always working from the same numbers.
03. What a real implementation looks like, from someone who’s done it
Jacob Schuler, Sr. Director of FP&A at Kodiak Solutions, walks through why he chose Adaptive Planning, how it transformed forecasting and planning processes, and the implementation lessons he’d pass on to any FP&A leader considering the same move.
Finance, HR, and IT leaders whose planning process hasn’t kept pace with the growth of their business. Teams still consolidating forecasts manually heading into board season. FP&A leaders responsible for connecting headcount costs to revenue targets in real time. Anyone who has ever wondered if there is a smarter way to plan, without adding headcount to figure it out.
