Agentic AI Advantage for Financial Services – Workday Adaptive Planning

Reimagine Financial Planning for Financial Services with Workday Adaptive Planning’s Planning Agent

10

December

  • 3 PM London / 10 AM New York
  • Free
  • Why attend?
  • Speakers
  • Contact Us

Why attend?

Join us for an exclusive webinar, co-hosted by Workday and GlobalData Marketing Solutions, designed specifically for the financial services industry. Discover how Workday Adaptive Planning empowers finance leaders to embrace the advantages of embedded agentic AI – helping you respond faster to market shifts, regulatory demands, and evolving customer expectations.

Learn more about:

  • How agentic AI will transform the financial planning function
  •  How Workday Adaptive Planning supports financial services organisations
  •  Tips for maximising ROI from your AI investments

 

Duration: 60 minutes (including live Q&A)

 

Learn the objectives of the webinar:

  1. Modern cloud planning empowers financial services organizations to make faster, smarter decisions
  2. Scenario modeling and AI-driven insights help finance teams anticipate market volatility, manage risk, and respond to regulatory change with confidence.
  3. Finance can move beyond manual reporting to drive strategic value through capital allocation, profitability analysis, and growth planning.

Speakers

Select a speaker to learn more

Back
Mark Bodger
Director, ICit Business Intelligence

Mark Bodger has over 25 years of experience helping finance teams transform their planning, budgeting, and reporting processes through technology. As Director at ICit Business Intelligence, Mark has led the implementation of over 1,000 Corporate Performance Management (CPM) projects across 500 organisations, partnering with leading software providers Workday and IBM.

A qualified CIMA accountant, Mark combines deep finance expertise with a passion for innovation - helping CFOs and FP&A leaders streamline processes, improve data-driven decision-making, and unlock growth. His focus is on empowering finance teams to move beyond spreadsheets and embrace modern planning solutions that deliver agility, insight, and control.

Next speaker
Back
Steve Bennett
Solution Consulting Lead, ICit Business Intelligence

Steve Bennett is a finance and performance management solutions expert with over 25 years of experience helping enterprises across EMEA optimise their planning, forecasting, analysis, and reporting.

As a senior consultant at ICit Business Intelligence, Steve is trusted by Finance and Operational leaders to deliver tailored solutions that maximise ROI, efficiency, and strategic decision-making. He combines extensive cross-industry expertise with a deep understanding of sector-specific challenges, from high-growth companies to established global organisations.

Next speaker
Back
Kelsea Vaughan
Product Marketing Manager, Workday

Kelsea Vaughan is the Product Marketing Manager for Workday Adaptive Planning, supporting the growing EMEA customer base. Prior to joining Workday, she spent over a decade working in revenue operations, financial planning and capital planning. She holds an MBA from Trinity College Dublin.

Next speaker
Back
Macarena Romero
Group FP&A Senior Manager, Zedra Group
Finance professional focused on decision driven planning, strategic forecasting, and performance optimization. Skilled at leveraging AI to increase efficiency, streamline processes, and deliver actionable insights that enable smarter decisions and sustainable growth.
Next speaker

Enquiry