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Better Together: How SM Energy’s Utilizes Oracle’s Strategic Modeling and EPM Cloud Planning to Integrate Their Strategic Plan with the Budget and Forecast Process

Confronted with economic and business uncertainty, organizations still must make important business decisions that will have long-reaching impacts on their financial future. It is crucial that they have systems and processes in place that provide them with the capability to make informed decisions with a good understanding of the impact these decisions will have on their future credit ratings, covenants, valuation, and cash flow liquidity. Too often companies focus only on next year’s projected P&L, ignoring the balance sheet, cash flow, and long-term impact of their business decisions. Other companies produce a strategic plan, but it is often divorced from the budget process which results in operational planners making short-term budget decisions that are incongruent with the company’s long-term strategic goals.

In this session, attendees will learn how SM Energy paired Oracle Strategic Modeling and Oracle EPM Cloud Planning to solve these challenges and streamline their strategic plan and budget/forecast processes.
Summit 8
June 28th 09:00 AM
June 28th 10:00 AM
Enterprise Planning
Enterprise Planning Platform
Case Studies
FP&A Professional, Finance Management (Director, Controller, VP), EPM Jack of all Trades Consultant, “Planning” Consultant, Financial Systems Analyst / Administrator

About the speaker:

Katie Watt
Financial Analyst
SM Energy

Katie Watt is a lead financial analyst with eight years of experience in the oil and gas industry. 

  • M.S. finance – Colorado State University Global Campus – 2015
  • B.S. mathematics – Colorado State University – 2007

About the co-speaker:

Andy Starks


Andy Starks is a Director at Alithya where he focuses on helping organizations improve their planning processes.  With over 20 years of experience and dozens of successful client projects, he has in-depth knowledge of Financial Planning & Analysis business processes and best practices. 

Andy also serves as Alithya’s product manager for Strategic Modeling where he meets with Oracle Product Marketing and Development teams on a monthly basis to provide feedback on product direction, enhancement ideas, and customer experience.