Adaptive Live: A Celebration of Innovation in Finance

Adaptive Live is the event of the year where more than 1,600 finance professionals from around the world gather to learn, network, and explore. This year’s theme was: Plan for what's next. The event was a memorable experience, as attendees discovered how to advance their journeys in finance with the Adaptive Insights Business Planning Cloud.

With inspiring keynote speeches, breakout sessions, and exhibits, attendees explored cutting-edge ideas:

How can finance teams best leverage cloud technology?

How can finance professionals build models that help them make informed decisions?

What are the elements of the integrated revenue planning process?

Here are the highlights of Adaptive Live:

Expo Hall

As attendees entered the Expo Hall, they were greeted with lively conversation that filled the hall.

Carlson Management Consulting, a Gold sponsor of Adaptive Live, was featured near the front alongside partner Adaptive Insights. Its inviting booth, showcasing world-class cloud financial solutions and services, sparked interest and discussion.

An important development made its debut: Carlson is now a part of Alight Solutions, a provider of human capital solutions that helps clients and their people with the complexities of health, wealth, and HR. We are now a leading provider of solutions and services on the Workday + Adaptive Insights platform.

Carlson Appreciation Event

At Carlson, we appreciate our wonderful clients, partners, and team. 

In honor of the Carlson community, we hosted this year’s appreciation event at the highly-acclaimed Brooklyn Bowl. Attendees got the ball rolling to show their bowling skills. As we enjoyed each other’s companionship, it was a fun night of camaraderie. Thanks to the Carlson community for the support! 

Keynote Speeches

The next morning, there was a palpable energy and excitement as Adaptive Live’s keynote speeches commenced. As one of the most highly anticipated experiences at Adaptive Live, the keynote speeches fascinated with forward-thinking ideas.

Tom Bogan

Tom Bogan, CEO of Adaptive Insights, revealed how to thrive in today’s world. During this time of rapid change, how can we effectively use technology to adapt?

The answer: Plan for what’s next.

When teams plan for what’s next, they are able to be agile. Business agility is the pinnacle of active planning.

Bogan then explored the rise of Workday + Adaptive Insights. Because of Workday + Adaptive Insights, teams are truly empowered with an active planning process. What characterizes this process? It’s collaborative, comprehensive, and continuous.

Active planning helps people do their best work.

Rob Hull

Rob Hull, Founder of Adaptive Insights, shined a spotlight on the modern workplace. He shared a fundamental truth that drives success during this era of digital transformation.

That is, everybody plans.

Active planning encompasses the entire organization. It’s a holistic approach that aligns everyone to implement the same vision.

That’s why Workday + Adaptive Insights is designed for finance, human resources, and beyond. For teams to be the best they can be, they must plan together.

Dr. Peter Diamandis

“We are living during the most extraordinary time in human history.”

Guest keynote speaker, Dr. Peter Diamandis, delivered this inspiring message of optimism. Dr. Diamandis is the Founder and Chairman of the XPRIZE Foundation, a nonprofit organization that provides incentives to encourage technological developments that benefit humanity and the world.

Innovation is guiding us to amazing places. As Dr. Diamandis notes, there are healthcare advances and medical breakthroughs. There's renewable energy. There’s a system that maps the ocean floor. There’s software that makes education abundant for all. 

These innovations are helping the greater good. 

And, they began with planning.

For Adaptive Live attendees, these stories showed what’s possible:

As we plan for what’s next, the opportunities we create are extraordinary.

Salsify's Best Practices in Building Robust Revenue and Planning Models

As the afternoon arrived, the educational roundtable sessions began. These sessions fostered knowledge-sharing on planning best practices. More than two hundred attendees enthusiastically filled the large room for Carlson’s session: Salsify's Best Practices in Building Robust Revenue and Planning Models.

Dallas Moody, Vice President at Carlson, and Michael McCarthy, FP&A Manager at Salsify, gave an exclusive insider’s perspective on finance transformation. Attendees enjoyed a front-row seat to the best practices that elevate FP&A and planning in diverse business environments.

During their demo, Moody and McCarthy demonstrated how they are using Adaptive Insights to create an integrated revenue planning model for Salsify.

After an interactive Q&A, attendees were empowered with the knowledge of how to elevate FP&A and planning through Adaptive Insights at their own organizations.

Adaptive Live: A Journey of Discovery

The ideas we explored showed what's possible for the next generation of human innovation.

Through active planning, insights come to light. Making a difference begins with those discoveries. When teams plan for what’s next, they can make aspirations happen.

Thank you, Adaptive Insights, for delighting attendees with another fulfilling experience.

Want to experience Adaptive Live? Stay tuned to learn how you can join us next year.