Argano | Book a Meeting with Argano at Dreamforce 2026

Blake Williams

Chief Salesforce Architect & Customer Solutions Lead, Argano

Collin Pullums

Director - Presales Solutions, Argano

Matt Rash

Director - Presales Solutions, Argano

Thanveer Nazeeb

Thanveer Nazeeb

Global Delivery Lead - Salesforce, Argano

1

Headless Revenue Meets Agentic AI: A New Standard for Quote-to-Cash

Agentforce Revenue Management (ARM) is a headless, API-first quote-to-cash platform that surfaces the full depth of Revenue Cloud through fast, purpose-built experiences shaped around the people who use them every day. In this session we'll show how ARM goes beyond the limits of legacy CPQ — delivering better ease of use, customization, and performance — with an agent working alongside your team across every sales channel and revenue model. You'll see real-world patterns that cut complexity, break down silos, and speed up time-to-value. Come to understand what a tailored, agent-native revenue experience could look like for your business.

Blake Williams

2

CPQ to ARM Migration: A Real-World Playbook

Moving off legacy CPQ is one of the biggest decisions revenue teams face, and there's no single right path — the key is choosing the one that fits your business. In this session we'll walk through the migration approaches from CPQ to Agentforce Revenue Management (ARM) and share a real customer story: how a healthcare technology company worked with Argano to retired seven years of CPQ tech debt and went live on ARM, with early results pointing to roughly a 30% cut in time-to-quote and a five-day faster month-end close. Come for a practical, real-numbers playbook to plan your own move with confidence.

Blake Williams

3

From Weeks to Hours: Configuring Avalara Tax in Revenue Cloud

Tax is one of the easiest things to get wrong in a quote-to-cash process, and one of the most expensive to fix after the fact. In this session, Argano shows how Avalara's managed package for Salesforce brings automated, real-time tax calculation directly into Agentforce Revenue Management and Revenue Cloud Billing — with field mappings that connect in hours instead of weeks. We'll cover how to configure tax on Salesforce so quotes and invoices are accurate from the first line item, plus what to watch for when layering Avalara into an existing Revenue Cloud build. Come see how getting tax calculation right the first time keeps deals moving and audits boring.

Collin Pullums

4

CLM & Salesforce: Closing the Gap Between Quote and Contract

Most revenue teams have modernized their front office, but the contract still lives in a separate world of email threads, static Word docs, and manual redlines. In this session, Argano shows how connecting Salesforce with market-leading contract lifecycle management (CLM) software closes that gap — letting contracts inherit data straight from the opportunity or quote, route through configurable approval and redline workflows, and flow back into Salesforce as signed, reportable records. We'll walk through real implementation patterns for the integration, common pitfalls to avoid, and how AI-assisted review inside CLM cuts turnaround time without adding risk.

Collin Pullums

5

Salesforce Org Health: See it Clearly, Fix it Faster

Most organizations don't fail at Salesforce because of bad intentions — they fail because they can't see what's actually happening under the hood. In this session, Argano shows how a structured org health assessment cuts through that fog — fast. We'll walk through how to surface hidden technical debt, map automation sprawl, untangle permission complexity, and expose downstream impacts before they become expensive surprises. You'll discover how clarity at the metadata level translates directly into sharper scoping for managed services, modernization projects, and long-term platform strategy. Come see how the right assessment isn't just a health check — it's the foundation for lower risk, faster decisions, and a roadmap you can actually act on.

Matt Rash

Complex consolidations can quickly challenge even the most experienced finance and accounting Teams, especially when organizations are managing partial ownership, changing entity structures, joint ventures, equity investments, intercompany activity, and multi-currency reporting. In this session, attendees will learn how Oracle EPM Financial Consolidation and Close helps bring structure, automation, and transparency to these advanced consolidation scenarios.

Through practical examples and lessons learned, the session will explore how consolidation methods, ownership percentages, non-controlling interest, equity pickup, eliminations, and configuration decisions work together to drive consolidated results. Participants will gain a clearer understanding of how to design, validate, and troubleshoot complex consolidation models in FCC while improving close confidence, auditability, and reporting consistency.

As organizations modernize their finance and analytics architecture, the need to connect Oracle EPM with cloud data platforms like Snowflake has become increasingly important. In this session, attendees will learn practical strategies for designing reliable, scalable, and transparent data integrations that support planning, consolidation, reporting, and analytics across the enterprise.

Through real-world integration patterns and lessons learned, the session will explore how Teams can simplify data movement, improve data quality, reduce manual file-based processes, and strengthen governance between Oracle EPM and Snowflake. Participants will gain insight into key design considerations such as source-to-target mapping, metadata alignment, load automation, validation, drill-through, performance, and ownership between finance and IT Teams.

Foreign currency translation is one of the most critical—and often misunderstood—areas of the financial consolidation process. In this session, attendees will learn how Oracle EPM Financial Consolidation and Close supports multi-currency consolidation, including translation to parent and reporting currencies, exchange rate application, currency translation adjustment, and the relationship between FX results and the broader close process.

Through practical examples and implementation lessons learned, the session will help finance, accounting, and consolidation Teams understand what drives FX outcomes in FCC, how metadata and rate configuration influence results, and where common issues typically arise. Participants will leave with a clearer framework for validating FX, explaining translation impacts, improving close confidence, and reducing avoidable rework during period-end reporting.

Modern finance transformation depends on trusted, connected enterprise data that can move seamlessly across ERP, EPM, and analytics processes. In this session, attendees will learn how Oracle Enterprise Data Management can help unify and govern master data across ERP and EPM landscapes, enabling better alignment between financial reporting, planning, consolidation, account reconciliation, and operational processes.

Through practical examples and transformation strategies, the session will explore how Teams can move beyond spreadsheet-based hierarchy maintenance and fragmented change processes toward a governed, collaborative, and auditable data management model. Participants will gain insight into how EDM supports application connectivity, hierarchy management, mappings, requests, approvals, validations, subscriptions, and downstream synchronization across Oracle and non-Oracle systems.

Account reconciliations remain one of the most time-consuming and control-sensitive activities in the financial close, often burdened by spreadsheets, manual follow-up, inconsistent documentation, and limited visibility. In this session, attendees will learn how Oracle Account Reconciliation can help organizations transform reconciliation from a reactive close task into a governed, automated, and insight-driven process.

Through practical examples and transformation strategies, the session will explore how Teams can standardize reconciliation formats, automate assignments and approvals, load balances from source systems, apply rules and thresholds, manage supporting documentation, and improve exception visibility. Participants will gain insight into how Oracle ARC supports reconciliation compliance, transaction matching, dashboards, workflow, audit readiness, and stronger accountability across the close process.

Oracle EPM Planning Cloud never stands still — each release delivers smarter, faster, and more intuitive ways to plan, analyze, and act. In this session, we’ll count down our five favorite features that are reshaping what’s possible for today’s EPM teams.

Experience the agility of Flex Forms, the seamless integration of Cross Pod Smart Push and Data Maps powered by Groovy automation, and the intelligence of Insights and Predictions that bring AI directly into your planning workflows. We’ll also highlight the new Forms 2.0 experience, packed with modern design updates that make building and using forms easier and more engaging than ever.

And because we all love a showstopper, we’ll end with a “listening party” for 2026 release feature — a groundbreaking enhancement that’s poised to be another game changer for EPM Planning.
You’ll walk away with practical tips, configuration ideas, and plenty of inspiration to level up your own Oracle EPM environment.

Every organization approaches performance management from a different starting point, whether the priority is planning, consolidation, account reconciliation, profitability, tax, reporting, data integration, or enterprise data governance. In this session, attendees will explore how Oracle EPM Cloud can meet organizations where they are today while providing a connected platform for future transformation.

Through a guided platform exploration, the session will highlight how Oracle EPM Cloud business processes and common platform capabilities can support finance modernization across close, planning, reporting, analytics, workflow, integration, security, and governance. Participants will gain a practical understanding of where to begin, how to expand over time, and how to connect multiple EPM capabilities into a scalable roadmap that aligns with business maturity, priorities, and value realization.