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Self-Study CPE
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Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Series: CFOs and Controllers 
Course Description

Top performing businesses have taken a proactive approach to meeting challenges and capturing opportunities. How? By carefully selecting Corporate Performance Management (CPM) software solutions that transition finance teams from keepers and collectors of information to data-driven decision makers.
The financial software industry offers a myriad of solutions, with promises of easy data integration, high user adoption and a positive ROI. But which one is right for you?

Craig Schiff, of BPM Partners, takes you through five key steps to ensure you make the right decision when putting together your financial tech stack. Craig brings over 30-years’ of knowledge working in the financial tech industry. From evaluating your current needs to knowing what questions to ask for a painless implementation, Craig helps you choose the right partners to meet your business goals.
Attend this webinar to learn:

  • The five key steps to buying the right CPM solution.

  • The questions to ask when selecting a vendor.

  • What success will look like for you, and your business.


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Craig Schiff

BPM Partners
President and CEO
(203) 359-5677

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Mr. Schiff is a pioneer in the Business Performance Management space. As a founding member of IMRS/Hyperion Software (which became Hyperion Solutions and is now part of Oracle) he helped create and define the space, known first as analytic applications, then Business Intelligence, and now BPM. Mr. Schiff spent 16 years at Hyperion and as its Senior Vice President ran the 500 person Products and Services Group. Most recently he co-founded OutlookSoft (now part of SAP). While at OutlookSoft he was President and CEO and oversaw the delivery of the first unified, web-based Business Performance Management solution. Prior to Hyperion and OutlookSoft he project managed the custom development of financial reporting systems for customers of GE Information Services Company including American Express and AMF. Mr. Schiff has published dozens of articles, spoken at numerous BPM conferences to thousands of business leaders, appeared on WOR Weekend Business Report, and was interviewed by Al Haig on World Business Review. Currently Mr. Schiff contributes to several publications, is responsible for the BPM expert channel and blog on the Business Intelligence Network/TechTarget, and develops the annual BPM Buyers Guide for Business Finance/Industry Week. He is a recipient of the prestigious Ernst & Young Entrepreneur of the Year award. Mr. Schiff holds a B.S. from S.U.N.Y and an M.B.A. from Fordham University.


Steve Welsh

VENA Solutions
VP, Solutions Engineering

(416) 207-1770 Ext. 236

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Steve leads a team of pre-sales engineers in presenting corporate performance management software to a diverse client base. Beginning his career in Finance almost 20 years ago - quickly embracing technology-based Finance solutions - he went on to hold senior roles in financial technology.

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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.