Event Overview:
Finance teams are under increasing pressure to deliver faster insight, more accurate forecasting, and better planning across the organisation. At the same time, many businesses are still heavily reliant on spreadsheets and manual processes, while others are looking to better utilise existing planning platforms such as IBM Planning Analytics.
Planning Analytics has evolved significantly in recent years, with new AI capabilities, expanded functionality, and deeper integration across the IBM ecosystem. Yet many organisations are still only using a fraction of what modern FP&A technology can deliver.
Join HAYNE Solutions and IBM for a focused, practical session exploring how FP&A is evolving, where AI is beginning to deliver real value, and how organisations can improve planning, forecasting, and reporting processes, whether they currently use IBM Planning Analytics, Excel, or a combination of both.
Event Details:
Date: Wednesday, 1st July 2026
Time: 9am to 12:30pm
Location: IBM London, 20 York Road, London, SE1 7ND
Why Attend:
This session is designed for finance leaders, FP&A professionals, and planning teams who want to:
- Understand how modern FP&A platforms are evolving
- Explore practical AI use cases within planning and forecasting
- Identify limitations and risks associated with spreadsheet-driven planning
- Learn how organisations are improving planning processes and governance
- Understand where Planning Analytics may be underutilised
- Explore IBM’s Proof of Concept programme and what it involves
- Connect planning with wider business performance and reporting strategies
- Ask questions directly to IBM and Planning Analytics experts throughout the session and during the roundtable discussion
You will also hear a case study demonstrating how HAYNE elevated a customer’s planning processes.
This is not a sales presentation. It is a practical, peer-level discussion focused on the future of FP&A, planning transformation, and how organisations can take pragmatic next steps based on their current level of maturity.
Agenda Overview – Planning Analytics Case Studies and More:
The event will provide insights into the following areas:
- The Evolution of FP&A and IBM Planning Analytics – How planning requirements are changing, where spreadsheets begin to create limitations, and how platforms such as IBM Planning Analytics are evolving to support modern FP&A.
- Latest Developments in Planning Analytics – Product enhancements, Planning Analytics Assistant, embedded AI capabilities, IBM Orchestrate, and roadmap highlights.
- AI in Practice for Planning Teams – Where AI adds real value across planning and forecasting, common misconceptions, governance considerations, and practical use cases that finance teams are beginning to adopt.
- Moving Beyond Spreadsheet-Driven Planning – Common challenges organisations face with Excel-based planning, including governance, collaboration, scalability, and version control.
- IBM Proof of Concept – What the programme involves, how opportunities are identified, and the outcomes delivered.
- Expanding the Value of Planning Analytics (with a client story) – Extending beyond finance into operational use cases, reporting integration, and broader performance management.
- Structured Roundtable Discussion – A peer-level discussion exploring current usage, underutilised areas, AI ambitions, and next steps.
Who Should Attend?
- Financial Planning and Analysis leaders
- CFOs and Finance Directors
- Finance Transformation Leads
- Finance teams currently reliant on Excel-based planning and forecasting
- IBM Planning Analytics users
- Data and Performance Management Professionals
- Organisations reviewing or modernising their FP&A processes
Register using the form below to secure your place and join a structured, peer-level discussion about capability, opportunity, and practical next steps.
Register: Latest Developments in IBM Planning Analytics
HAYNE Solutions and IBM Planning Analytics case studies:
To read about some real-world IBM Planning Analytics solutions implemented by HAYNE Solutions, see the following posts on TechStories:
