Adaptive Planning Built for Every Part of Your Brokerage
In this webinar, Workday and Okorio explore how brokerages can use Workday Adaptive Planning to create a more connected, scalable, and user-friendly planning process. The session covers practical insights on implementation, adoption, training, and long-term ownership, with a focus on helping finance, accounting, branch managers, and operational teams move beyond manual processes and spend more time on meaningful analysis.
Topics covered include:
Michael is a strategic finance leader with deep experience across FP&A, data analytics, accounting, auditing, and financial reporting. As a CPA, Lean Six Sigma professional, and Certified Fraud Examiner, he brings a strong mix of technical discipline and operational insight to help organizations simplify complexity, improve performance, and position finance as a proactive driver of growth.
A Solutions Architect, Adaptive FSI at Okorio, with expertise across FP&A, Workforce Planning, and Sales & Operations Planning. With both implementation and end-user experience in Workday Adaptive Planning, Rob helps translate business needs into practical planning solutions, connecting data, assumptions, and workflows to create scalable models that support better forecasting and decision-making.
Alex is part of the Workday team, bringing experience in helping organizations understand how Workday Adaptive Planning can support more connected, scalable, and agile planning. In this session, he helps guide the conversation around implementation, adoption, and long-term value for brokerage teams exploring Adaptive Planning.
