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Oracle EPM Capital – Do You like Wizards and Sorcerers? Learn How to Configure This Wizard-Based Business Process in Oracle EPM Planning!

Did you know companies invested over $2.8T in capital investments in 2021? Too many orgs treat capital forecasting as an afterthought. But, you don’t need to! You can improve your capital forecasting and prioritization in minutes by activating Oracle’s Enterprise Performance Management Planning Cloud’s Capital forecasting model! In this session I’ll walk you through the Oracle EPM Capital module's wizard and configuration options – and show how you can activate the Oracle EPM Capital module in a few clicks. This is a great walkthrough for power Finance users to learn about the Capital model’s capabilities, including modeling changes to your fixed and intangible asset base and adding new capital leases/IFRS16.
Summit 8
June 27th 04:30 PM
June 27th 05:30 PM
Enterprise Planning
Capital Planning
Tips, Techniques, and Tuning
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.