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How Will You Approach The Oracle-Hyperion “Fork In The Road”?

5 Key Questions To Ask When Defining Your Oracle Performance Management (EPM) Roadmap

Harley-Davidson Museum®, Milwaukee, WI

Wednesday, October 26 | 8:30 am – 12:30 pm

Reserve Your Seat Now! – Space Is Limited

eCapital Advisors, an Oracle Gold Partner, is hosting a private event at the historic Harley-Davidson Museum® in Milwaukee, Wisconsin. Attendees will see how customers are navigating their businesses through this critical decision regarding upgrading existing Hyperion applications vs. ascending to the cloud.

In a KPMG/Forbes report, 41% of senior executives said that they are already using cloud-enabled services in finance, accounting and financial management and a further 35% say they were likely to adopt such services in the next 18 months.

Moving finance systems to the cloud is becoming more mainstream but properly evaluating the timing and impact of such a decision is an important task. The team at eCapital Advisors is helping its customers evaluate the decision to either upgrade an on-premise Oracle Hyperion application or implement their solution in the cloud.

Join us for this interactive event hosted at the historic Harley-Davidson Museum® and taste a bold American classic lunch, served up in classic Harley-Davidson style.

  • Review of the Oracle technology roadmap
  • See what’s new in the latest releases
  • What are Oracle’s cloud solutions?
  • 5 key questions to consider regarding upgrading existing Hyperion applications vs. moving to the cloud
  • The Hyperion Upgrade Acceleration Program & Cloud Enablement Kit
  • Post-lunch technical breakout session for Oracle PBCS & BICS deep dive


Thursday, October 26, 2016 | 8:30 a.m. – 12:30 p.m.

Reserve Your Seats Now! – Space Is Limited



Our Speakers

Jon Harvey
Jon Harvey

Senior Director, EPM Practice Lead

eCapital Advisors

Jon has been a part of the Oracle team at eCapital Advisors since 2009 and is passionate about educating and teaching clients and team members how to apply the technology to drive business value within organizations. An Oracle Certified Expert in both Hyperion Planning and Essbase, Jon oversees the technical aspects of EPM project delivery and managed services. In addition, he’s responsible for ensuring the continued growth of the practice’s technical capabilities and serves as the primary interface between eCapital and the Oracle user community.

Prior to joining eCapital, Jon worked in a variety of roles at the intersection of IT and Finance for Supervalu, USBank and Holiday StationStores where he successfully delivered a wide breadth of projects including a C# developed debt and derivative payment processing system, add-in and utility development for a third-party quantitative risk management system and a Hyperion weekly sales flash reporting application.

Jon is both a functional and technical expert holding a BS in Management of Information Systems from Iowa State University and a MBA in Finance from Carlson School of Management at the University of Minnesota.

Jon lives in Seattle, WA with his wife Kristin and two Great Danes. He enjoys spending time outdoors and discovering new microbreweries.

Steve Whinnery

Steve Whinnery


eCapital Advisors

Steve is passionate about building a collaborative and entrepreneurial culture within eCapital.  He appreciates driving customer satisfaction within our clients and developing strategic partnerships with our customers and technology vendors.

Steve has overall responsibility for eCapital’s Business Analytics and Performance Management Consulting business.  Since the company’s beginning in 2001, Steve’s focus has been collaborating with and advising CFO’s and CIO’s. He has served in an advisory capacity and led implementations for Fortune 1000 companies across a variety of industries including:  CPG, Financial Services, Healthcare, Manufacturing, Retail, Services and Hospitality.

Steve holds a Bachelor of Science in Business Management, Marketing and Entrepreneurship from the University of Wisconsin-Eau Claire.  Outside of work, Steve enjoys spending time with his kids, playing golf, riding motorcycles and traveling.

Hyperion Upgrade Acceleration Program

The complexity of a Hyperion upgrade can be daunting for many customers. It’s a big job that takes extensive planning and in-depth technical knowledge. Digesting the extensive information within system release guides is a tedious and time consuming process. The Hyperion Upgrade Acceleration Program aids customers seeking peace of mind that their environments are stable and secure with the latest features and functionality. With the help of the eCapital Advisors Acceleration Program, our dedicated upgrade team delivers the latest versions of Hyperion rapidly and with minimal risk.

Cloud Enablement Kit

Research shows that an increased number of companies have moved, or plan to move, their EPM solutions to the cloud. Having the expertise for quick deployment, secure sensitive data, and enable systems to “communicate” with one another is critical to success in the cloud. The Cloud Enablement Kit gets customers up-and-running quickly with pre-built tools and templates that accelerate cloud implementation with minimal IT dependency. eCapital’s dedicated Cloud Team leverages the enablement kit to guide customers through every step in the process, from cloud readiness assessments to application deployment.

About Our Host – The Harley-Davidson Museum®

Relax. Spread out. We are Kick-Starting our event inside an american landmark. Near downtown, Milwaukee, the museum celebrates the more than 100-year history of Harley-Davidson motorcycles. The 130,000-square-foot three building complex on 20 acres along the Menomonee River bank contains more than 450 Harley-Davidson motorcycles and hundreds of thousands of artifacts from the Harley-Davidson Motor Company’s 110-year history.

  • Date: 10/26/2016 3:30 am - 11/03/2016 7:30 am
Type: Finance Technology Hyperion EPM Oracle
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