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In partnership with

Santa Clara, CA

Oracle Cloud EPM PowerUp Conference

+ Hands On Workshop 

Our dedication to

Oracle Cloud EPM Excellence

Jump to PowerUp Session Description
Select & Reserve your Sessions now!

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Track A

Hear from Argano Experts

VIEW SESSIONS >

Track B

Hear from Argano Experts

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Track C

Hands on Sessions

A Powered Up Approach.

Embark on a journey into Oracle Cloud EPM excellence.


Join Northern California's Oracle Cloud EPM community for a conference featuring educational sessions, expert speakers, and an appreciation happy hour.  Whether you're new to Oracle EPM or an advanced user, this event is designed to help you learn and connect with fellow NorCal EPM users and industry leaders.


Register session by session, or via the main registration form to select multiple sessions at once.

Event Format & Happy Hour.

Starting at 10:00 AM PDT for check-in, the day will be broken into 3 tracks consisting of 15 sessions. Each session is 50 minutes. Attendees are invited to go between tracks at the conclusion of each session.


Refreshments will be provided with a boxed lunch break, with an additional break session in between.


Afterwards, please accept our invitation to stay with us for happy hour in the pre-conference area between the hours of 5:00 PM and 7:00 PM.

Access Event Agenda (PDF)

Opening Keynote Session.

10:30 AM Local Time

What’s New and What’s Coming 

in Oracle EPM Cloud

Presented by:

Marc Seewald

VP Oracle EPM Product Management, Oracle

Track A Session List Directory

A-01.

Transforming Your Business with Oracle Enterprise Data Management (EDM)
11:30 AM PDT - Seattle Room

A-02.

Leading Practices in Oracle EPM Cloud Financial Consolidation and Close (FCC) Implementations 

1:00 PM PDT - Seattle Room

A-03.

Learn How Scenario Modeling Can Help Your Business Thrive in an Uncertain Environment

2:00 PM PDT - Seattle Room

A-04.

Operational Efficiency Using Automation: Streamlining Tasks with Oracle EPM Cloud Account Reconciliation
3:00 PM PDT - Seattle Room

A-05.

Learn How Oracle EPM Can Optimize Subscription Revenue Planning to Drive Better Growth for SaaS Businesses
4:00 PM PDT - Seattle Room

Track B Session List Directory

B-01.

Oracle EPM Cloud Smart View: Tips, Tricks & What’s New
11:30 AM PDT - Portland Room

B-02.

Out of the Box Oracle EPM Cloud Planning Can Do More Than You Think

1:00 PM PDT - Portland Room

B-03.

I Didn’t Know I Could Do That with Oracle EPM Cloud Narrative Reporting

2:00 PM PDT - Portland Room

B-04.

Freeform Apps in EPM Cloud: What Is It and
How Can It Help Me?

3:00 PM PDT - Portland Room

B-05.

Activate and Automate Global Tax Compliance within Oracle Cloud ERP and EPM
4:00 PM PDT - Portland Room

Track C Session List Directory* 

C-01.

Oracle Hands On Session:  Connected Planning with EPM
11:30 AM PDT - Santa Barbara Room

C-02.

Oracle Hands On Session:  Sales Planning with EPM

1:00 PM PDT - Santa Barbara Room

C-03.

Oracle Hands On Session:  Connected Close with EPM

2:00 PM PDT - Santa Barbara Room

C-04.

Oracle Hands On Session: Artificial Intelligence with EPM

3:00 PM PDT - Santa Barbara Room

C-05.

Oracle Hands On Session:  Enterprise Hierarchy & Business Metadata Governance

4:00 PM PDT - Santa Barbara Room

*Please bring your personal laptop for the Hands On sessions

NorCal EPM PowerUp 2025

Featured Sessions

A-01.

Transforming Your Business with Oracle Enterprise Data Management (EDM)

March 20, 2025 | 11:30 AM PDT | Seattle Room

Featuring: 

Ronnie Tafoya -- Director, Delivery, Argano

Companies need transformational agility more than ever before and managing enterprise data can either help or hinder these transformations. Having one system-of-record for hierarchies is the key to corporate agility: change it one place, cascade to every system that needs it.

> Full Session Description & Session Registration

A-02.

Leading Practices in Oracle EPM Cloud Financial Consolidation and Close (FCC) Implementations

March 20, 2025 | 1:00 PM PDT | Seattle Room

Featuring: 

Terrance Walker -- Vice President, Delivery, Argano

Oracle EPM Cloud Financial Consolidation and Close enables you to improve your consolidation process and allows you to stay in control of the entire Financial Close process. Discover how you can conquer the complexity of the financial consolidation and close process with this "purpose-built solution".

> Full Session Description & Session Registration

A-03.

Learn How Scenario Modeling Can Help Your Business Thrive in an Uncertain Environment

March 20, 2025 | 2:00 PM PDT | Seattle Room

Featuring:

Jerred Smith -- Principal Solutions Architect, Argano

In this session, we will be reviewing how leading companies that make strategic decisions with cash flow impacts in mind will help them better weather uncertain futures. We will demonstrate how having a solid set of forecasted financials (Income Statement, Balance Sheet, and Cash Flow Statements) will let your CFO and investors sleep better at night. 

> Full Session Description & Session Registration

A-04.

Operational Efficiency Using Automation: Streamlining Tasks with Oracle EPM Cloud Account Reconciliation

March 20, 2025 | 3:00 PM PDT | Seattle Room

Featuring:

Terrance Walker -- Vice President, Delivery, Argano

We invite you to join us for an introductory session that will give you the keys to unlock the power of efficiency in your financial close process with Oracle Cloud EPM Account Reconciliation. Discover how data validation, a critical yet time-consuming step, can be revolutionized. 

> Full Session Description & Session Registration

A-05.

Learn How Oracle EPM Can Optimize Subscription Revenue Planning to Drive Better Growth for SaaS Businesses

March 20, 2025 | 4:00 PM PDT | Seattle Room

Featuring:

Namita Grover -- Distinguished Solutions Engineer, Oracle

Ronnie Tafoya -- Director, Delivery, Argano

With shifting market dynamics, evolving customer behaviors, and increasing competition, organizations must adopt data-driven, dynamic forecasting to optimize revenue strategies and sustain growth. Join us to discover how subscription revenue planning in Oracle Cloud EPM can help your organization scale with confidence, drive more predictable revenue, and stay ahead in the subscription economy!

> Full Session Description & Session Registration

B-01.

Oracle EPM Cloud Smart View: Tips, Tricks & What’s New

March 20, 2025 | 11:30 AM PDT | Portland Room

Featuring:

Jerred Smith -- Principal Solutions Architect, Argano

Smart View is every finance users favorite tool. While they might have been using this tool for years they might never have known some of these tips.


In this session, we will look at some of the top god like user tips to make your day to day work life easier and more enjoyable. Learn tips for application connections for Planning, Consolidation, Narrative Reporting, PCM and much more.

> Full Session Description & Session Registration

B-02.

Out of the Box Oracle EPM Cloud Planning Can Do More Than You Think

March 20, 2025 | 1:00 PM PDT | Portland Room

Featuring:

Josie Manzano-Stettler -- Vice President - Delivery, Planning & Essbase Practice, Argano

Oracle EPM Cloud Planning remains at the forefront of the industry through continual innovation in planning and forecasting. Discover my top five out-of-the-box features that will revolutionize your planning and budgeting process: 1) Navigation Flows, 2) Dashboards, 3) Task Manager, 4) Data Maps/Smart Push, and 5) Auto-Predict/Insights. 

> Full Session Description & Session Registration

B-03.

I Didn’t Know I Could Do That with Oracle EPM Cloud Narrative Reporting 

March 20, 2025 | 2:00 PM PDT | Portland Room

Featuring:

Josie Manzano-Stettler -- Vice President - Delivery, Planning & Essbase Practice, Argano

If you are using EPM Cloud and still using Excel to support all of your reporting needs, you are seriously missing out on a HUGE opportunity to streamline your R2R (Record to Report) cycles. Have you checked out what’s happening with EPM Cloud Reports and Narrative Reporting lately?  If you have, you will know that all of the items I mentioned in the beginning are no longer limitations and now out-of-the-box capabilities.

> Full Session Description & Session Registration

B-04.

Freeform Apps in EPM Cloud: What Is It and How Can It Help Me?

March 20, 2025 | 3:00 PM PDT | Portland Room

Featuring:

Jerred Smith -- Principal Solutions Architect, Argano

The latest updates in Oracle’s EPM Enterprise Bundle bring significant enhancements to the Freeform Applications functionality. But what exactly is a Freeform App and who can benefit most from this feature? How does it stack up against on-premises Essbase or Planning? Is it different from the current cube setup in Cloud EPM Planning? And, most importantly, would your organization benefit from implementing Freeform?

> Full Session Description & Session Registration

B-05.

Activate and Automate Global Tax Compliance within Oracle Cloud ERP and EPM

March 20, 2025 | 4:00 PM PDT | Portland Room

Featuring:

Kate Bowden -- Director, Enterprise Solutions-Tax Technology, Avalara

Terrance Walker -- Vice President, Delivery, Argano

Hear from leaders at Avalara and Argano as they provide an overview of the Global Turnkey Tax Activation for Oracle Cloud ERP, new compliance offerings directly through Oracle, and global compliance strategies for enterprises considering their digital cloud transformation.

> Full Session Description & Session Registration

C-01.

Oracle Hands On Session:

Connected Planning with Enterprise Performance Management (EPM)

March 20, 2025 | 11:30 AM PDT | Santa Barbara Room

Featuring:

Charlie LaBruzzy -- Senior Solutions Engineer, Oracle

Join this hands-on experience guiding you through Oracle Cloud EPM to unify Connected Planning use cases spanning SG&A, Revenue and Margin, Marketing Campaigns, Workforce, Projects, Capital, and other planning / forecasting use cases. [Personal laptop required; Space is limited]

> Full Session Description & Session Registration

C-02.

Oracle Hands On Session: 
Sales Planning with Enterprise Performance Management (EPM)

March 20, 2025 | 1:00 PM PDT | Santa Barbara Room

Featuring:
Mike Robertson -- Principal Solutions Engineer, Oracle 

Join this hands on experience of Sales Planning in Oracle Cloud EPM. Attendees will see how EPM enables accurate, effective, and efficient ways to create sales forecasts, manage quotas, and optimize resource allocation across a best practice sales planning process. [Personal laptop required; Space is limited]

> Full Session Description & Session Registration

C-03.

Oracle Hands On Session:
Connected Close with Enterprise Performance Management (EPM)

March 20, 2025 | 2:00 PM PDT | Santa Barbara Room

Featuring:

Charlie LaBruzzy -- Senior Solutions Engineer, Oracle

Join this hands on experience and discover what’s possible with a connected close in Oracle Cloud EPM. In this session, you will get hands on experience with finance close task orchestration, out-of-the-box financial consolidations, automated account reconciliation, transaction matching, data Integration, user-driven reporting & analytics. [Personal laptop required; Space is limited]

> Full Session Description & Session Registration

C-04.

Oracle Hands On Session:
Artificial Intelligence in Enterprise Performance Management (EPM)

March 20, 2025 | 3:00 PM PDT | Santa Barbara Room

Featuring:

Charlie LaBruzzy -- Senior Solutions Engineer, Oracle

Join this hands on experience covering Artificial Intelligence (AI) natively delivered in Oracle Cloud EPM. Attendees will see how AI enhances EPM processes by enabling predictive analytics, automating forecasting, delivering real-time data insights & performance enhancement recommendations. [Personal laptop required; Space is limited]

> Full Session Description & Session Registration

C-05.

Oracle Hands On Session:
Enterprise Hierarchy & Business Metadata Governance

March 20, 2025 | 4:00 PM PDT | Santa Barbara Room

Featuring:

Dave Zykan -- Principal Solutions Engineer, Oracle

Join this hands-on experience to see how easy it is to configure Enterprise Data Management as your hierarchy & business metadata governance platform, automatically synchronizing changes across both Oracle and non-Oracle applications with proactive validations, systematic collaboration, approval workflows, a robust audit trail & more. [Personal laptop required; Space is limited]

> Full Session Description & Session Registration

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