Board Americas Partner Summit 2023

Let's ignite the Intelligent Planning revolution

Join us on Oct 17th at The Tech Center in San Jose for a day of innovation and collaboration. Experience cutting-edge planning solutions that take teams from spreadsheet users to business superheroes. 

Here’s what we have in store for you…

  • Visionary keynote speakers: Be inspired by industry leaders sharing their insights and experiences, guiding you to unprecedented growth opportunities in the partner channel.
  • Unveiling of ‘the next big thing’: Get an exclusive first look at upcoming product enhancements that elevate your planning capabilities to new heights.
  • Interactive solution sessions: Engage in hands-on sessions with our experts to get the most value from AI/ML capabilities in Board Analytics
  • Peer-to-peer networking: Connect with like-minded partners, forming alliances to foster growth and drive success in the Board ecosystem.

Please note that the Board Partner Summit is an exclusive event for current partners only. 

*The below is a preliminary agenda and is subject to changes. 


  • Oct 17th: 11:30 am - 12:30 pm
    Registration & Buffet Lunch
  • Oct 17th: 12:30 pm - 12:35 pm
    Welcome and Introduction to Partner Summit 2023
    Board Americas Partner Summit 2023 Image 1
    Chris Wheeler, VP of Channel & Alliances
  • Oct 17th: 12:35 pm - 1:00 pm
    Opening Remarks - The Power of Intelligent Planning
    Join our GM of The Americas Jim Rich as he shares Board’s vision for the future of planning and a call to action for intelligent planners everywhere – featuring Board customer success stories.
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    Jim Rich, General Manager, Board Americas
  • Oct 17th: 1:00 pm - 1:30 pm
    CTO Keynote - The Future of the Intelligent Planning Platform
    Board CTO Nelson Petracek shares Board’s technology vision, provides an exclusive look at our roadmap, and demonstrates revolutionary new product capabilities.
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    Chief Technology and Product Officer, Board International
  • Oct 17th: 1:30 pm - 2:15 pm
    The Evolution of EPM, AI and Finance: What the Future Holds
    The convergence of enterprise performance management (EPM), artificial intelligence (AI) and finance is transforming the way businesses operate. In this panel discussion, leading experts will explore the latest trends and technologies that are shaping the future of finance.

    The speakers will discuss how EPM is being used to improve decision-making, how AI is automating tasks and freeing up finance professionals to focus on higher-value work, and how these technologies are being used to drive innovation and growth. They will also share their insights on the challenges and opportunities that lie ahead and offer advice to businesses on how to prepare for the future of finance.

    This panel discussion is essential for anyone who wants to stay ahead of the curve in the rapidly changing world of finance. It will provide you with the knowledge and insights you need to make informed decisions about the future of your business.
    Board Americas Partner Summit 2023 Image 4
    Chief Technology and Product Officer, Board International
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    Charles Wilson, Thought Leader, Analytics, AI, EPM - Wipro Limited
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    Jim Rich, General Manager, Board Americas
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    Syed Fahad, Global Business Applications, Solution Services (DRIVE), Quisitive
  • Oct 17th: 2:15 pm - 2:30 pm
    Refreshment Break
  • Oct 17th: 2:30 pm - 3:00 pm
    Group Consolidation and Reporting (GCR) Solution Overview - what this means for the partner and alliance channel
    This solution overview will provide an insight of Board Group Consolidation and Reporting (GCR), a powerful and versatile solution for financial consolidation and reporting. GCR can help organizations to simplify their monthly cycles, enable more confident reporting, and ensure full regulatory compliance.

    The demo will begin with an introduction to GCR and its key features and then walk through a live demonstration showing how it can be used to consolidate data from multiple sources, automate the consolidation process, and generate accurate and compliant financial reports.

    We will also discuss the partner/alliance benefits of using GCR, including:
    • The future of BFC and how financial consolidation can be made simple using integrated technology and a single dashboard to help explain the data
    • Time savings: How GCR can automate many of the manual tasks involved in financial consolidation, saving organizations a significant amount of time and effort.
    • Accuracy: GCR is designed to ensure the accuracy of financial reports, helping organizations to avoid costly errors.
    • Compliance: GCR is designed to meet the requirements of a wide range of regulatory frameworks, helping organizations to stay compliant.
    Board Americas Partner Summit 2023 Image 8
    Michael Leese, Pre Sales Manager, Board International
  • Oct 17th: 3:00 pm - 3:20 pm
    Solution Overview – FP&A
    In this session we will provide a solution overview of Board's FP&A solution, a powerful and versatile platform that can help organizations to improve their financial planning and analysis processes. Board's FP&A solution can help organizations to:
    • Simplify financial planning and budgeting: Board's FP&A solution can automate many of the manual tasks involved, such as data extraction, validation, and modeling
    • Improve decision-making: Board’s FP&A provides a comprehensive set of analytical tools that can be used to perform scenario analysis, what-if analysis, and sensitivity analysis.
    • Collaborate with stakeholders: allows users to share and collaborate on financial plans and reports. This can help to improve communication and alignment across the organization.
  • Oct 17th: 3:20 pm - 3:40 pm
    Solution Overview – Supply Chain
    In this session, there will be an overview of Board's supply chain solution, to show how it can be used to plan and optimize supply chain operations, improve visibility and collaboration, and adhere to regulation Board's supply chain solution, as well as help organizations to:
    • Plan and optimize supply chain operations: plan and optimize their supply chain operations, including demand planning, inventory management, and transportation planning
    • Improve visibility and collaboration: Board's supply chain solution provides a single view of the supply chain, which can help to improve visibility and collaboration across the organization
    • Improved customer satisfaction: help organizations to improve customer satisfaction by ensuring that products are delivered on time and in the correct quantity
  • Oct 17th: 3:40 pm - 4:00 pm
    Solution Overview – Retail Planning
    This solution overview provides insights into Board's retail planning solution to show improve sales, reduce costs and improve customer satisfaction with decision-making processes. Board's retail planning solution can help retailers to:
    • Plan and optimize assortment: Board's retail planning solution can help retailers to plan and optimize their assortment, ensuring that they have the right products in the right quantities at the right time.
    • Plan and optimize inventory: can help retailers to plan and optimize their inventory, ensuring that they have the right amount of inventory on hand to meet customer demand without overstocking
    • Plan and optimize promotions: can help retailers to plan and optimize their promotions, ensuring that they are effective in driving sales and meeting customer demand.
    • Gain insights into customer behavior: can help retailers to gain insights into customer behavior, which can be used to inform planning and decision-making
  • Oct 17th: 4:00 pm - 4:20 pm
    Solution Overview – Sales Performance Management
    In this session we will provide an overview of Board's sales performance management (SPM) solution, it’s key features in showing how it can be used to plan and forecast sales, manage sales pipelines, coach and motivate sales teams, and analyze sales data. Board's SPM solution can help organizations to:
    • Plan and forecast sales: to improve sales accuracy and reduce risk.
    • Manage sales pipelines: helping to improve sales efficiency and close more deals.
    • Coach and motivate sales teams: to improve sales productivity and results.
    • Analyze sales data: to improve sales decisions and make better use of resources.
  • Oct 17th: 4:20 pm - 5:00 pm
    Partner Awards – wrap up
  • Oct 17th: 5:00 pm - 6:30 pm
    Networking Reception