Salesforce Meets Agiloft: Closing the Gap Between Quote and Contract

Your front office runs on Salesforce. Your contracts don't. That disconnect costs revenue teams time, accuracy, and deals, and most organizations have just learned to live with it.

In this session, Agiloft shows what it looks like when that gap closes. We'll walk through how Agiloft CLM connects directly to Salesforce so contracts inherit data from the Opportunity or Quote, move through approval and redline workflows with full governance intact, and return to Salesforce as signed, reportable records. No manual handoff. No stale data. No switching systems to chase status.

We'll cover real implementation patterns using the 2nd Gen Agiloft for Salesforce managed package, demonstrate how AI-assisted review accelerates turnaround without bypassing legal controls, and share what the field has taught us about what works, what breaks, and what to architect for from day one.

If you're evaluating CLM, modernizing a legacy contract process, or trying to give Sales and Legal a shared system of record, this is the session you wont want to miss.

Agiloft is a global leader in data-first contract lifecycle management (CLM) with a simple mission: to help businesses do better. Agiloft’s CLM – the industry’s only no-code platform with AI on the inside™ – centralizes, automates, and governs every stage of the contract lifecycle from request and negotiation to execution and renewal, integrating with 1,000+ systems to deliver real-time visibility and measurable outcomes across the entire organization. Astra™, Agiloft’s contracts AI platform, illuminates post-signature contract data to create better outcomes, giving legal, procurement, sales, and finance teams the analytics to create, control, and close more value, with Community Playbooks built by legal experts ensuring every decision is informed by real-world expertise. Backed by KKR, JMI Equity, and FTV Capital, Agiloft maintains a 99.6% implementation success rate and a 96% renewal rate.

Learn more at agiloft.com

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.