Hosted by Tru Consulting, hosted by:
- Farhan Warsi- Anaplan Solutions Architect (Senior Consultant II)
- John Merriman- Chief Delivery Officer and Managing Partner

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Description:
Don’t let your Anaplan model roll forward slow you down! A well-executed roll forward is key to maintaining accuracy, efficiency, and optimal performance—but without the right strategy, it can lead to data inconsistencies and unnecessary headaches.

Join Tru Consulting for an expert-led, interactive workshop where we’ll break down the must-know best practices, common pitfalls, and time-saving tips to help you roll forward with confidence. Whether you're a seasoned pro or tackling this process for the first time, this session will provide practical strategies and automation techniques to ensure a smooth transition into the next fiscal year.

Workshop Highlights
- The essential steps for a successful FY model roll forward
- Identifying dependencies and potential impacts on existing models
- Best practices to maintain data integrity and avoid costly errors
- Optimizing model performance during and after roll forward
- Real-world examples and troubleshooting tips from Anaplan experts

Key Takeaways
✅ Pre-Roll Forward Checklist – What to do before you start
✅ Data & Formula Updates – Ensuring consistency and accuracy

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Speakers:

- Hannah Brink- Senior Associate

- John Merriman- Chief Delivery Officer and Managing Partner

Description:

Discover how to unlock the full potential of Anaplan’s formula capabilities to create dynamic, flexible, and insightful reports that drive better decision-making. In this interactive workshop webinar, hosted by Hannah Brink, Senior Associate at Tru Consulting, we will explore practical applications of Anaplan formulas to build adaptable reporting frameworks tailored to your organization’s needs.

Whether you are a seasoned model builder or just beginning your journey with Anaplan, this session will provide valuable insights to elevate your reporting game. Hannah brings hands-on experience and deep knowledge of Anaplan’s capabilities, ensuring you leave with actionable strategies to transform static data into dynamic dashboards.

Key Takeaways:

- A refresher on Anaplan’s core formula capabilities and syntax.

- Tips for optimizing formula performance and ensuring scalability in reporting structures.

- Demonstrating dynamic reporting use cases with hands-on walkthroughs.

- How to debug and optimize formulas for accurate and efficient results.

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View Webinar HERE

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Creating an annual budget book for higher education institutions can be a daunting task, especially with the complex data, multiple stakeholders, regulatory requirements, and tight deadlines involved. Traditional methods often lead to inefficiencies, errors, and missed deadlines. In this webinar, we’ll explore how Anaplan can help you streamline and modernize your budget book creation process, reducing manual work and improving accuracy while meeting compliance and stakeholder expectations.

Agenda Outline

• Introduction to the Challenges of Budget Book Creation in Higher Ed
• Handling large volumes of data with ease
• Leveraging Anaplan’s capabilities to build out a budget book
• Q&A Session

Key Takeaways

• Tackle Common Challenges: Learn how to overcome the complexities of budgeting, such as managing large datasets, coordinating across multiple teams, and meeting strict regulatory requirements.
• Increase Efficiency: Discover how Anaplan’s powerful tools can help you create a budget book faster, more accurately, and with fewer manual processes.
• Improve Collaboration: Gain insights into how you can improve communication between stakeholders and ensure alignment throughout the budgeting process.
• Future-Proof Your Budgeting: See how Anaplan’s platform can modernize your budgeting workflows, helping you meet deadlines and stay compliant.

View Webinar HERE

Hosted by Tru Consulting, guest starring:- Samantha Occhiboi, Senior Consultant II , Anaplan Implementation- John Merriman- Chief Delivery Officer and Managing Partner

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Agenda Highlights:-Advantages of using a data hub as the single source of truth and it being the key behind connected planning-Source system data integration Challenges-Examples of Optimizing Data Hub for Spoke Models-Tips for Building the Data Hub-Q&A

Why attend?

This webinar will discuss best practices and ideas for building Anaplan's core model: the Data Hub. We will discuss the advantages of streamlining data across various use cases, how to best approach data integration challenges effectively, and additional tips and tricks to leverage and enhance connected planning within the hub.

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With the ever-changing landscape in Higher Education, it is critical to expand the planning time horizon beyond the annual budgeting process. Varying factors like enrollment planning, labor costs, debt and capital investments, endowment performance, etc. all play a role in the financial stability and viability of our institutions. Join Heather Meier from Gwynedd Mercy University to hear about her use of Tru's Long-Range Planning solution to address all of these critical factors through a variety of assumptions, drivers, initiatives and scenarios!

Why Attend?

• Strategic Insights: Learn from the experiences and successes at Gwynedd Mercy University, where LRP has transformed the conversation around allocating available resources to achieve strategic goals and objectives.
• Knowledge Expansion: Whether you work closely with the budget or serve in a financial role, see how these components inform each other to tie into the University's strategic plan.
• Actionable Takeaways: See the impacts of LRP in driving action through scenarios and initiatives, sparking data-informed planning and decisions.

Who Should Attend?

Anyone in higher education looking to expand their understanding of planning and budgeting intersections that make this shared vision and solution impactful!

View Webinar HERE

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Hosted by Tru Consulting, guest starring:

- Nabeel Khan, Senior Associate, Anaplan Implementation

- John Merriman- Chief Delivery Officer and Managing Partner

Agenda:

-Principles of Good UX Design

- How Color Influences & enhances UX Design

- Other UX Design Considerations

- Anaplan UX Design Tips & Tricks

- Anaplan UX Design Best Practices

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View Webinar Here!

Why attend?

This webinar will discuss best practices and ideas related to Centralized User Management in Anaplan. Solutions covered will demonstrate how to reduce manual tasks related to user management, increase user access auditability and ensure consistent access across multiple models and workspaces.

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Agenda Highlights:

• Anaplan Architecture Users, Models, Workspaces
• User Maintenance Challenges
• Examples of Centralized User Management
• Tips for Building Centralized User Management
• Q&A

View the Workshop HERE

Overview

Join us for an informative session where Jeff D'Ambrosio will discuss the Anaplan implementation journey at Virginia Commonwealth University School of Medicine. This session will review the full process, from deciding to adopt a new solution to ensuring a successful solution deployment. Discover how this complex organization went from a disjointed, in-house budgeting system to an integrated solution that serves as a single source of truth for all departments and missions, including Research, Administration, Teaching, and Health Services.

Why attend?

This webinar is intended to provide significant insights into the complexities of adopting a linked planning system in a complex setting such as a School of Medicine. Here are the reasons why you should attend:

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• Learn from Real Experience: Jeff D'Ambrosio will share firsthand expertise on how Virginia Commonwealth University School of Medicine navigated its implementation journey, overcame hurdles, and gained stakeholder support.
• Best Practices for Implementation: Jeff and Libby will discuss best practices and tactics for effective deployment, focusing on strategic decision-making, stakeholder engagement, and change management.
• Complexity Management: Understand how to deal with the complications unique to medical schools and multiple funding sources, such as aligning distinct missions and merging separate systems into a unified solution.
• Strategic Decision Making: Learn how to use linked planning to make more strategic and informed decisions that will increase productivity and effectiveness throughout your organization.

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View Webinar HERE

Series Overview: The "Tru Two-Timers" webinar is for those wanting to take a deeper dive into the success universities and colleges have seen with Tru Consulting and Anaplan. Our panel of speakers have all implemented Anaplan more than once with Tru Consulting as their provider.

Why Attend?

Join to hear about the success our clients have seen from working with us. We pride ourselves on the expertise we bring to the table and our ability to deliver excellence time and time again. Delivery excellence is at the core of our business; hence we strive to ensure our clients are satisfied with not only Anaplan but also our ability to serve them as their implementation partner.

Who Should Attend?

Current financial leaders in higher education are seeking to improve on their organization’s ability to plan and forecast campus-wide

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View Webinar HERE

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Tru Consulting, is thrilled to offer a unique training session on Management Reporting in Anaplan, led by one of our Master Anaplanners, Audrey Neet. This session is specially designed to elevate your reporting skills and harness the full power of Anaplan's latest capabilities, making it an must attend event for new builders and seasoned professionals alike.

Why This Session?

Management Reporting within the Anaplan UX revolutionizes how we create, customize, and consume reports. It empowers users to craft formatted, dynamic reports that not only highlight key insights but also enable business leaders to make informed decisions swiftly. This advanced functionality allows for the creation of visual narratives that sharpen decision-making and performance across the board.

Agenda Highlights:

1. Strategic Reporting for Future Leaders- Discover the role of Management Reporting in shaping decisions that align with our ethos of empowering and uplifting communities.

2. A Deep Dive with Audrey Neet- Audrey’s insights and experiences promise not just a learning opportunity but a chance to reflect on how we can continue to innovate and excel in every endeavor.

3. Practical Learning and Growth- Engage in a session that not only enhances your technical skills but also encourages you to think about how these tools can be used to drive efficiency and excellence in our projects.

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The Power of Management Reporting at Your Fingertips

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Management Reporting is now live as part of the Anaplan UX! Create repeatable, formatted, and customized reports to share insights across the entire business.

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View this Workshop HERE

Series Overview:

In today's rapidly evolving academic landscape, the role of women in higher education leadership has never been more critical—yet the journey towards inclusive leadership is a shared responsibility. The "Empowering Women in Higher Education Leadership" webinar series is not just for women but for everyone who is committed to understanding and promoting gender inclusivity within leadership roles. This series provides a unique platform for sharing experiences, strategies, and insights, fostering a supportive community committed to excellence, inclusivity, and positive change in the higher education sector. By engaging a diverse audience, including men and allies in academia, this series aims to inspire, educate, and empower all participants towards collective action for enhancing gender equality in leadership.

Why Attend?

Unlock Potential: Discover the keys to overcoming common challenges faced by women in leadership roles within the academic sector. Strategic Insights: Learn from the experiences and successes of esteemed women leaders who have navigated the complexities of higher education leadership.

Community and Support:

Join a network of peers and mentors dedicated to supporting women's leadership development in academia. Actionable Strategies: Gain practical advice and innovative approaches to leadership that you can apply within your institution.

Who Should Attend?

Aspiring leaders in academia looking to advance their careers. Current leaders in higher education seeking to enhance their leadership skills and impact.

View Webinar HERE

Hear about San Jacinto’s journey from a disconnected and limited financial planning process to a modern, scenario-based multi-year forecasting that includes annual Budget Book integrations. Dianne will share insights from every step along the way - from the challenges of evaluating, implementing and learning a new system to the advances San Jacinto College has made with modern planning tools.

Learning Objectives:

• Participants will be able to understand the challenges and benefits of transitioning from a traditional financial planning process to a scenario-based multi-year forecasting system.
• Participants should be able to identify the key steps and considerations involved in evaluating, implementing, and learning a new financial planning system, as demonstrated in San Jacinto College's case study.
• Participants will gain insights into modern planning tools and how they can be integrated for enhanced budget book reporting, enabling them to apply similar principles to improve financial planning at their own institutions or organizations.

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View Webinar HERE

Join us as Lafayette College walks us through their journey on how they improved their operating budget scenario planning models

Topics Covered

• Multi-Year budget planning
• Enrollment and revenue modeling
• Reporting and analysis

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View Webinar HERE

Fireside Chat Panel:

- Jean Vock, Senior Vice President, Business Affairs and CFO at University of Nevada- Las Vegas

- Linda Kroll, Associate Vice President for Finance at Norte Dame

- Dawn Alston, CFO, Senior VP for Business and Financial Affairs, Treasurer at Spelman College

- Aintzane Celaya, Associate Vice President & Chief Budget Officer at University of Miami

- Mela Fezzey, Managing Partner at Tru Consulting

Hosted by TruEd Consulting and Anaplan, guest starring Candace Williams from Houston Christian University

Key Takeaways:

• Identify what your team is trying to solve, and prioritize immediate issues before implementation even starts.
• Ensure you have the support necessary for the lifetime of the implementation and anticipate curveballs to be thrown.
• Steps for post-implementation to ensure the executive team stays informed about the business processes.

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View Webinar HERE

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Check out how Arizona Department of Environmental Quality (ADEQ) is using the Anaplan platform to solve challenges around grants performance reporting, compliance, and grants processes. They are developing and optimizing a connected planning solution for grants management.

View Webinar HERE

Transforming Planning, Reporting, and Analysis at Polk State College

In today’s business environment, volatility is becoming the norm and not even universities are exempt from this new reality. New York University wanted to evaluate the financial impact of changing business variables so they could mitigate risk and uncertainty while executing against their operational plans. Join this webinar to learn how your institution can stay agile and adjust planning based on any changes to strategy or market conditions.

Experts from truED Consulting and New York University will share:

-How to connect people, data, and plans across your institution to drive better decision-making.

-The ROI that institutions can realize in the first planning cycle.

-New York University’s transformation journey to Connected Planning in the cloud.

This demo session to learn how colleges and universities are leveraging the Anaplan cloud platform to transform budgeting, planning, and analytics.

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This demo session will feature a customer case study, with UNLV joining to share how the university uses Anaplan to optimize resource allocation and improve strategic decision-making.

Higher education institutions seek to better leverage data and tools to support decision-making in the face of great uncertainty. By leveraging a long-range planning tool, institutions gain the capability to plan proactively and strategically—beyond the annual budget—to help senior leadership execute its strategic plan and guide long-term fiscal sustainability. Montgomery County Community College (MC3) needed a five-year strategic outlook, projecting their pro forma financial statements and key metrics and enabling the college to evaluate strategic options. Join this webinar to learn how your institution can improve strategic decision-making through pro forma financial modeling and scenario analysis.

Experts from MC3 and truED Consulting will share:

• How to perform driver-based, pro forma financial modeling across the statement of activities, balance sheet, and cash flow.

• How to perform “what-if” scenario modeling to assess impacts to financial plans and key metrics, including Moody’s and Composite Financial Index.

• MC3’s transformation journey to Connected Planning in the cloud.

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Saint Joseph’s University embarked on its Connected Planning journey to replace the static spreadsheets used in their distributed budgeting and planning processes with a cloud-based platform that integrates with its Banner Enterprise System and facilitates multiple real-time scenario modeling, reduces administrative inefficiencies while increasing transparency, and increases stakeholder accountability and engagement.

Join this webinar to learn how you can help your institution improve your planning, budgeting, and forecasting process to drive better and faster data-driven decision-making.

Experts from SJU and truED Consulting will share:

-Best practices with budget development, proforma financial forecasting, and ratio analyses.

- How to accelerate scenario modeling through process and data automation while improving administrative efficiencies.

-SJU’s  journey from platform and partner selection to Connected Planning in the Cloud.

Many higher education institutions are experiencing budgetary challenges with expenses increasing, and revenue shortfalls due to reduction in enrollment and state appropriations, while there is political and economic pressure to keep the tuition rate steady. As a result, institutions need to optimize resource allocation in order to be financially sustainable and meet the long-term strategic objectives. Northern Arizona University embarked on its Connected Planning journey to enhance the transparency, accuracy, and efficiency of its budgeting and planning process to help drive better and faster decision-making. Join this webcast to learn how you can help your institution transform its budgeting and planning process by connecting people, data, and plans.

Experts from Northern Arizona University and truED Consulting will share:

• How to leverage cloud technology to enable agile planning and improve the collaboration with constituents across the university.

• Best practices with budget planning, development, and monitoring.

• Northern Arizona University’s transformation journey to Connected Planning in the cloud.

The higher education industry is going through unprecedented challenges with uncertainly and disruptions to its business model, and institutions need to have better data, systems, and processes to support agile planning and improve data-driven decision-making. The University of Nevada, Reno embarked on its Connected Planning journey to overhaul the university’s existing budget process to improve resource allocation, increase stakeholder engagement, and enhance administrative efficiency. Join this webinar to learn how your university can elevate its resource allocation and management process.

Experts from University of Nevada, Reno and truED Consulting will share:

- How to leverage technology to optimize resource allocation and provide more timely, useful budget information to the university community and its constituents

- Best practices with budget development, allocation, and monitoring.

- University of Nevada, Reno’s transformation journey to Connected Planning in the cloud.

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The higher education industry is going through changes, with the next decade set to bring unprecedented challenges. Universities and Colleges will face financial and enrollment challenges, reduced government funding, and the uncertainty of legislative relief, while facing the sociodemographic and economic obstacles of educating students. These circumstances require institutions to better leverage data to develop operational plans and long-term institutional strategies. Join this webinar to learn how you can help your institution make better and faster decisions to help guide long-term fiscal sustainability.

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Experts from the University of Dayton and truED Consulting will share:

-Best practices with tuition and enrollment planning and how to leverage data to develop financial plans and long-term institutional strategies.

- How to perform forecasting and scenario analysis to evaluate policy changes, analyze strategic options, and assess risk.

-University of Dayton’s transformation journey to Connected Planning in the cloud.

Today’s higher education institutions are faced with uncertainty, needing to optimize resource allocation and make better and faster decisions. Tulane University embarked on its Connected Planning journey to help the school ensure financial sustainability through robust scenario analysis and modeling on an integrated financial RCM model framework. Join this webinar to learn how your institution can build a world-class budgeting and planning system and stay ahead of the curve.

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Experts from Tulane University and truED Consulting will share:

- How to optimize institutional resources by aligning resources to strategic priorities.

- Best practices for data-driven decision-making through robust financial modeling and analytics.-

Tulane University’s transformation journey to Connected Planning in the cloud.

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Watch this webinar hosted by Community College Business Officers (CCBO)

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View Webinar HERE

Description: Join Allen Mora, Director of Business Intelligence, for an insightful webinar as we unravel the financial transformation journey of the University of Miami, sharing strategies from the Request for Proposal (RFP) stage to a seamless deployment with Tru Consulting.   As leaders in the Higher Education and Public Sector industries, Tru Consulting brings you an exclusive look into Miami's successful implementation.

Key Takeaways:

• Setting the Stage for Transformation: Learn the critical steps Miami took in crafting a robust RFP, setting the foundation for a successful review of a variety of planning solutions.

• Partnership and Planning: Discover the tailored strategies employed by Miami to align their campus and their implementation partner with their financial goals and objectives.

• Innovative Solutions: Explore how cutting-edge technology and industry expertise converged to deliver sustainable solutions for Miami's financial challenges.

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Government and public sector organizations are facing challenges with collecting, validating, and reporting on insights across the organization in an efficient and effective manner. To enable their customers to have more mission impact, streamlining budgeting and forecasting processes allows organizations to improve efficiency and collaboration, while enabling financial leaders to focus on value-added activities. Connected Planning brings data from every corner of the organization into a single environment where decision makers can collaborate in real time on plans, forecasts, and budgets with one source of truth, while enabling advanced analytics. Join this webinar to learn how your organization can modernize financial processes and enable agile planning to help your organization have more mission impact.

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Experts from AZDEQ, Anaplan, and TruGov will share:

• How to enable streamlined and accurate financial planning processes to provide faster decision making, deeper insight, and increased ability to anticipate issues and opportunities
• How to enable greater use of data assets and provide decision makers with improved risk management and greater confidence in data accuracy and advanced analytics
• AZDEQ’s digital transformation journey to Connected Planning in the Anaplan cloud

Many higher education institutions face budget constraints—the need to do more with fewer resources. Universities need to optimize resource allocation to meet their long term missions. In turn, creating the need to prioritize strategic institutional objectives and maximize the return of available funds. Join this webinar to learn how Houston Baptist University embarked on its Connected Planning journey to enhance the transparency, accuracy, and efficiency of its budgeting and planning process to help drive better and faster decision-making.

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Experts from Houston Baptist University, Anaplan, and TruEd will share:

• How to leverage cloud technology to enable agile planning and improve the collaboration with constituents across the university.
• Industry best practices with financial planning, reporting, and analysis
• Houston Baptist’s transformation journey to Connected Planning in the cloud

Hear how three institutions embarked on journeys to overhaul their existing planning processes to improve resource allocation, increase stakeholder engagement, and enhance administrative efficiencies. Each institution will discuss how they have successfully transformed planning capabilities and now spend less time reviewing data entry, inefficient consolidations, and manual reporting—and more time optimizing institutional resources by aligning them to strategic priorities.

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Presenters will provide attendees a practical framework to follow, including key considerations for success and common pitfalls to avoid. Join this presentation to learn how you can help your institution enable agile planning and improve data-driven decision-making.

Join this live demo session to learn how colleges and universities are leveraging the Anaplan cloud platform to transform budgeting, planning, and analytics. This demo session will feature a customer case study, with Abilene Christian University joining to share how the university uses Anaplan to improve strategic decision making through data-driven analytics.

Long-range planning is increasingly vital among higher education institutions as the need for optimizing projections becomes a strategic focal point. Mississippi State University has begun their Connected Planning journey to help ensure financial stability through robust scenario analysis and modeling. Join this webinar to learn how your institution can provide a world-class long-range planning system to stay ahead of the curve.

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Experts from Mississippi State University and truED Consulting will share:

• How to create scenarios to align with the university’s strategic objectives
• Best practices with data-driven decision-making through robust financial modeling and analytics
• Mississippi State University’s transformation journey to Connected Planning