Must-See Oracle EPM Sessions at ODTUG Kscope22

The Oracle EPM Track Leads share their top picks at ODTUG Kscope22 and why you shouldn’t miss them.

Oracle Enterprise Planning Track Lead ACE.png Sara Beth Good

FreeForm Apps in EPM Cloud-What Is It and How Can It Help Me? presented by Josephine Manzano-Stettler, ArganoInterRel

Are you excited about FreeForm Apps in the EPM Cloud?? We are! Come join us at ODTUG Kscope22 and learn more about the power of FreeForm Apps and how they can help you. Join Josephine Manzano-Stettler as she explores the possibilities unlocked with the introduction of FreeForm planning applications.

Oracle Cloud EPM and Cryptocurrency APIs – A Groovy Combination presented by Jake Turrell, Turrell Consulting

Cryptocurrency and Groovy! I can’t think of two more relevant topics in today’s world. Join Jake Turrell at ODTUG Kscope22 as he discusses how to utilize Groovy to incorporate cryptocurrencies in EPM applications.

New Horizons – How Enterprise PCM Changes How We Design, Implement, and Maintain Profitability Applications presented by Andrew Laferla, Alithya

The introduction of Enterprise PCM is a game-changer! Join us at Kscope22 as Andrew Laferla introduces Enterprise PCM,  and shares his real-world knowledge and experience with its new features and functionality. He will also explain how the new functionality will impact how you design, implement, and maintain your Profitability applications, and finally, how to migrate to Enterprise PCM from a legacy PCM application.

About Sara Beth Good, Oracle Enterprise Planning Track Lead for ODTUG Kscope22

ACE.png Sara Beth Good is a principal consultant with over ten years of experience in the Oracle EPM world. Sara Beth has extensive consulting experience and spends most of her time implementing planning solutions for clients, but has experience across the suite of Oracle EPM products.  


Oracle EPM Foundations & Reporting Track Lead ACE.png Kate Helmer

EPM Implementation: How to Avoid an Epic Fail presented by Jake Turrell, Turrell Consulting

Fast track your high fives with this session focused on methodology, deliverables, and governance to make your EPM implementation a great success!

Sleight of Hand: EPM Reporting Tips and Tricks presented by ACE Director.png Opal Alapat, Woman in EPM

Join the queen of reporting for this session geared to arm you with the best tricks in the book on maximizing reporting value. This session will also focus on new features and capabilities – which is sure to keep you on your toes!

The EPM Agent in a Multi-ERP Integration Landscape presented by ACE.png Francisco Amores, inlumi

Complex organizations are often faced with complex integration problems: but they are meeting their match with the EPM Integration Agent! This session will show you how the new Agent in EPM cloud will tackle any ERP landscape.

Data Integration – What’s New, What’s Coming with Full-year Roadmap presented by Mike Casey, Oracle Corporation

The wild world of EPM data integrations continues to be refined by Oracle to make data meaningful. Join this session where Oracle’s Mike Casey talks about what is new in Oracle EPM data integrations and what you can expect to see in coming months.

Arts, Crafts, and Master Data? How Oracle EDM Helped JOANN Stores Transform Their Business and Move to the Cloud presented by Kyle Schuld, JOANN and ACE.png Kevin Black, Alithya

EDM is a piece of art in this customer success story! Join the team at JOANN Stores to hear about how Oracle EDM created synchrony between Oracle EPM cloud and SAP.

About ACE.png Kate Helmer, Oracle EPM Foundations and Reporting Track Lead for ODTUG Kscope22

ACE.png Kate Helmer focuses on the design, development, and implementation of Oracle EPM and ERP solutions, specializing in master data, data governance, data quality, and data integration.

Kate connects to the Oracle community with her EPM focused blog: and is an Oracle ACE Pro.


Oracle Essbase Track Lead Tracy McMullen

Essbase is at the heart of EPM and analytics and the sessions this year will help attendees – both new and experienced – learn how to utilize Essbase to its fullest potential with latest versions, features, and functionality. You also may be asking yourself an important new question – should I implement Essbase 21c or should I move to free form cubes in EPM Cloud? Multiple sessions in the Essbase track will help you review and evaluate the options available today.

How Kroger Used Essbase to Adapt Retail in Times of COVID presented by Elizabeth Ferrell and Noah Sexton, The Kroger Co.

Kroger tells a powerful story that we can all learn from – how they used Essbase to solve the many challenges presented by COVID in the last two years.

Essbase Hybrid – Solving One Problem, Creating a Few More! presented by ACE.png Peter Nitschke, Pivot2 Solutions

Hybrid Essbase is the future and we’ve seen some EXCITING performance gains and new possibilities. Peter is an excellent presenter and will share tips, tricks, and other information that you can apply in native Essbase and EPM Cloud solutions.

FreeForm Planning…The Real Cloud-based Essbase presented by Brian Marshall, Olympus Consulting

Essbase is in the Cloud? Join Brian’s session where he will cover a relatively new option for Essbase cubes within the EPM Cloud – Free Form Cubes.

Essbase 21c Session Highlights

And for the diehard Essbase attendee looking to migrate to Essbase 21c, we have several sessions for you including Real-World Lessons from Essbase 21c Independent Deployments presented by ACE Director.png Tim German, Qubix and What's New with Essbase 21c presented by ACE Director.png Glenn Schwartzberg, ArganoInterRel.

About Tracy McMullen, Oracle Essbase Track Lead for ODTUG Kscope22

Tracy McMullen, co-author of the bestselling book series Look Smarter Than You Are, is an architect for GoEPM Consulting. She is a project management professional (PMP) and is certified in Planning, PCM, OAC Analytics Associate, Oracle Hyperion Planning, Hyperion Financial Management, Oracle Essbase, and Data Relationship Management. Tracy served as an Oracle ACE Director and has participated in many different Hyperion/Oracle related user groups and conferences throughout her career. She has been leading implementations of EPM/BI and data warehousing systems for 20+ years.

Oracle Financial Close Track Lead ACE.png Geordan Drummond

Can Your Connected Close be Even Groovier? presented by Rich Wilkie, Oracle Corporation

Groovy allows advanced customization of Financial Consolidation and Close applications for solving complex or unique business requirements. This session will explore how Groovy can be used in FCC for augmenting consolidations, data input, validations, approvals, and more. Learn the power of Groovy and see examples how it can help!

Just When You Thought that FCC's Performance Couldn't Get Any Better, Then Came DSO... presented by Terrance Walker, ArganoInterRel

Performance is ALWAYS at the top of everyone's mind when it comes to their consolidations solution. With the release of the Dense Sparse Optimization (DSO), FCC applications have seen performance improvements beyond our wildest dreams. In this session, we will focus on the process for creating a new DSO-enabled application, migrating a pre-existing application to DSO and the lessons learned post-DSO migration.

Demystifying Calculated Attributes presented by Katie McCorkle, EPMI

Calculated Attributes in Oracle Account Reconciliations is one of the most powerful and intimidating aspects of the system. Using this robust tool is easier than you’d expect! We’ll look at examples of calculated attributes from simple use cases involving translations to more complex ways to apply these calculations like validations and list population within your environment. Examples of real-world use cases will be showcased in this presentation.

EPM Enterprise Journals presented by Tim Gaumont, Oracle Corporation

EPM customers can use Enterprise Journals to centrally manage and post journals directly to any general ledger. Learn about the primary use cases covered by Enterprise Journals, best practices for implementation, and we’ll wrap up with a live demonstration.

About ACE.png Geordan Drummond Oracle Financial Close Track Lead for ODTUG Kscope22

ACE.png Geordan Drummond has over twenty years of experience with Oracle EPM/Hyperion products, starting as an Enterprise administrator and continuing on as a consultant for FCCS, ARCS, EPRCS, HFM, FCM, ARM, SDM, and HTP.  He is focused on the close and consolidation product lineup at Alithya.

Strategic EPM Track Lead Doug Mansfield

Lessons from the Field: Powerful Planning Models in Cloud EPM presented by Vatsal Gaonkar, Alithya

ACE.png Vatsal Gaonkar will illustrate some tried and tested and novel modeling methodologies that are being used by customers by bringing to bear state-of-the-art artifacts in Cloud EPM platform. The presenter will showcase four of these methodologies: Flexible Horizon changes, Target and Bottoms-up Conference, Back-casting, and Impute & Plan by exception.

Creating Your EPM Cloud Roadmap presented by Tracy McMullen, GoEPM

Tracy McMullen created a session that will give attendees tools and information to help them create their own EPM Cloud roadmaps. There are many, many questions to consider when you are moving to and implementing in the EPM Cloud. In this session, Tracy will share the questions, answers, options, pros, and considerations to help you create and plan your own specific EPM Roadmap.

Lennar: Time to Move … to the Cloud presented by Richard Morales, Lennar Corporation

For those attendees considering a move from on-premises to the cloud, or those who are currently in the process, we will share some key lessons learned and strategies we used to prepare all stakeholders for the change that comes with moving from on-premises to the cloud.

Oracle Enterprise Planning Management Case Study for Implementing Enterprise-wide Application for a Multi-pillar Academic Healthcare Organization presented by Nandini Nehru, Perficient

Come one, come all and hear about how Perficient did just that for a large nonprofit academic medical center focused on healthcare, education, and research with over $13 billion in revenue. In this session we will cover project’s phased approach for building annual plan, strategic long-range plan, and annual forecast for different lines of business.

It’s My Cash Flow and I Need it Now! – Cash Flow in Oracle EPM Cloud presented by Ezra Fishman, SC&H Group

Attendees of this presentation should walk away with insights on how to build better cash flow models that work for their financial process and reporting needs. It is recommended for the breadth of the financial organization, across Financial Consolidation and Close users and Planning users.

Check out the full line up here and register today!

Oracle EPM Track sponsored by


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