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Is Your Planning Process Agile? After the Past Three Crazy Years, It Needs to Be Agile, Nimble, and Dynamic!

Agile means “to move quickly & easily!” The last three years have seen growth, pandemic crash, supply chain disruption, inflation, tight labor market, and rising interest rates! Did your planning process keep up? You need a planning and forecasting process that can keep up, bridging operations with management, using automation to forecast the routine, focusing on incremental initiatives, and escalating exceptions. Oracle EPM Planning give us a cloud platform that can make this happen resulting in an agile and dynamic forecasting process. Meet author David Pabst CPA/CITP and Oracle Ace Pro as he discusses some of the teachable concepts from his book, The Nine Principles of Agile Planning.
Summit 8
June 26th 10:30 AM
June 26th 11:00 AM
Enterprise Planning
Financial Planning
30 Minute Session
FP&A Professional, Finance Management (Director, Controller, VP), EPM Jack of all Trades Consultant, “Planning” Consultant, Financial Systems Analyst / Administrator

About the speaker:

David Pabst, CPA
Solutions Director & Architect

David Pabst CPA/CITP is a finance and technology expert helping CFOs and finance organizations create agile and nimble forecasting processes.

David started his first software company in high school and now uses his systems, finance, and accounting expertise to create world-class forecasting processes. He advocates for creating simple-to-use, easy-to-understand processes that can be deployed widely through an organization with minimal training. David’s clients range from Fortune 100 organizations to fast-growing startups across retail, healthcare, transportation, life sciences, financial services, and manufacturing. David is a frequent speaker and writer on financial forecasting and reporting topics.

David recently wrote The Nine Principles of Agile Planning: Create Nimble and Dynamic Forecasting in Your Organization (, and The Nine Principles of Agile Planning. The Nine Principles blend real-world processes, people, and cloud tech to get your business forecasting the right way. By adopting the Nine Principles, you can create world-class forecasting that reacts to real-time changes in your business and reduces risk. You will be a forecasting hero!

David is a CPA/CITP, a PMI Project Management Professional (PMP), and an Oracle ACE Pro.