Connecting Finance, Workforce, and the Store Floor
Retail moves fast; but when finance, workforce, and store operations aren’t connected, planning slows everything down. What modern retail planning actually looks like in practice; and how leading organizations are moving beyond spreadsheets and siloed systems to create a more connected, agile planning process.
You’ll hear from experts from Okorio and Workday as they walk through real-world challenges, practical solutions, and a live demo of how Workday Adaptive Planning brings finance, headcount, and store-level operations together.
What You Will Learn
Pete Owen is a results-driven Sales Director at Workday with a strong track record of driving revenue growth and building strategic client relationships. He helps organizations modernize their FP&A processes and make more data-driven decisions. He is known for combining commercial acumen with a practical, customer-focused approach to solving complex business challenges.
As Adaptive Planning Sales Director, Alex helps organizations modernize their financial planning and forecasting strategies. She works closely with retail and enterprise clients to drive more connected, data-driven decision-making using Workday Adaptive Planning. Known for her consultative approach, she focuses on aligning technology with real operational needs to deliver measurable business impact.
Matt, the VP of Workday Adaptive Planning at Okorio, bringing extensive experience from leading planning implementations across industries. He specializes in building scalable, driver-based models that connect finance, workforce, and operations for more agile decision-making. Known for his practical, in-the-trenches approach, Matt helps organizations move beyond manual processes to more strategic, insight-driven planning.
