Join Our Webinar
Abacum FP&A Review: Independent, In-Depth
Mar 18th, 2026 | 1 PM ET
Selecting a modern FP&A platform is no longer just a budgeting decision. Instead, it has become a structural choice that affects forecasting speed, data governance, collaboration, and executive visibility. As finance teams outgrow spreadsheets and fragmented reporting tools, they need a more connected and scalable planning environment. At the same time, the CPM/EPM landscape continues to evolve, making platform selection far more strategic than it used to be. Because of this, finance leaders must look beyond surface-level features and evaluate solutions based on architecture, scalability, and long-term operating model alignment.
In this webinar, we present an independent, in-depth review of Abacum, a modern FP&A platform built for high-growth finance teams. More importantly, we move beyond marketing claims to examine how the platform performs across the areas that matter most. Specifically, we explore Abacum’s financial modeling flexibility, data integration framework, planning workflows, reporting capabilities, and governance controls. In addition, we evaluate how well it supports budgeting, rolling forecasts, scenario modeling, and cross-functional collaboration across finance and operations. As a result, attendees will gain a clearer view of both the platform’s strengths and the trade-offs organizations should consider.
Finally, we position Abacum within the broader CPM/EPM ecosystem to help buyers understand where it truly fits. On one hand, we compare it with legacy enterprise planning systems. On the other hand, we assess it against newer cloud-native FP&A tools entering the market. Along the way, we highlight ideal company profiles, implementation considerations, and the evaluation criteria required for a more structured selection process. Whether you are replacing spreadsheet-based planning or modernizing a legacy EPM environment, this session will help you assess Abacum through a more strategic, practical, and defensible lens.
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Learning Objectives:
Understand how Abacum compares with other EPM or FP&A platforms.
Evaluate Abacum’s data model, integration framework, and scalability for growing organizations.
Examine capabilities for budgeting, forecasting, scenario planning, and financial collaboration.
Review reporting, version control, auditability, and governance features.
Identify ideal company sizes, growth stages, and operational complexity levels for Abacum.
Develop structured evaluation criteria to support independent and risk-mitigated FP&A platform selection.
Speakers
Sam Gupta
CEO | ElevatIQ
Sam Gupta has been a thought leader in the digital transformation space for nearly two decades, with the primary focus on business software. Sam is rated as #1 thought leader in the ERP and CRM categories and #5 in the digital transformation category on Thinkers 360. He is also among the top 100 thought leaders across all categories. He has been part of large transformation initiatives for Fortune 500 corporations, but now spends his time consulting with SMEs as a CEO at ElevatIQ. Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications. He also hosts a podcast called WBSRocks, focused on business growth through digital transformation, where he interviews top influencers and executives focused on digital transformation.
Phil Coerper
Managing Director | Ringling Business Solutions
Phil Coerper has provided over 25 years of Executive Leadership across a wide range of industries and markets. Driven by a hands-on, collaborative management style; Coerper leads business transformations delivering accelerated growth and exceptional shareholder value. Phil has specialized in providing executive leadership for privately held and investment fund-sponsored companies, leveraging his extensive expertise in global business development and operational excellence.
Andy Pratico
The ERP Santa Claus
Andy Pratico has spent more than four decades selling ERP solutions to manufacturers across North America. He has witnessed the evolution of ERP firsthand and has distilled those experiences into several books and widely followed industry podcasts. Today, he leads the sales and marketing function at ESS, an Infor reseller.
Shrestha Dash
Industry Research Analyst | ElevatIQ
Shrestha Dash is passionate about uncovering actionable insights and exploring the ever-evolving landscape of technology and digital transformation. With a strong analytical foundation, she delves into topics such as ERP, enterprise software, and digital ecosystems, offering in-depth research and thoughtful analysis. Currently working as an Industry Research Analyst at ElevatIQ, she combines her expertise in research with a flair for storytelling, helping businesses navigate complex industry trends and make informed decisions.

