Resources

Learn more about how we are supporting higher education and government agency clients through Anaplan implementation and connected data. We also share the latest in our webinar series and appearances at industry conferences and events.

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Press Release: Tru Consulting Awarded Anaplan’s Regional Partner of the Year for the Americas
Check out our latest press release: Tru Consulting Awarded Anaplan’s Regional Partner of the Year for the Americas
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FAST 100 Asian American Business Award WINNERS for 2024! 🏆
We are excited to announce that Tru Consulting is named USPAACC's FAST 100 Asian American Business Award WINNERS for 2024! 🏆
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Annoucement: Tru Consulting Recognized as Anaplan Regional- Americas FY24 Partner of the Year!
AMER Partner of the Year – Tru Consulting Tru Consulting is a company that helps higher education institutions develop cloud-based planning, forecasting, and budgeting solutions. They are an exclusive Anaplan partner that offers financial management strategies and analytics. Tru's goal is to help higher education institutions improve their financial management and operational execution by making better decisions faster. Tru has been a major contributor to Anaplan growth in the public sector, leading more than 20 new customers through their connected planning journeys with Anaplan in 2023.
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TruEd Consulting Case Study: UNLV & Michigan State University
Learn how How both UNLV and MSU streamlined their budgeting process with TruEd and Anaplan
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TruEd Consulting Case Study: Northern Arizona University
Listen to Northern Arizona University's testimonial with TruEd Consulting as their experience implementing Anaplan.
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TruEd Consulting Case Study: San Jacinto
Listen to San Jacinto's testimonial with TruEd Consulting as their Anaplan implementation partner for budgeting and planning. #anaplan #consultingsuccess #implementation #highereducation #planningandbudgeting
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TruEd Consulting Case Study: University of South Carolina
Listen to this quick testimonial from our client University of South Carolina on why they chose TruEd as their Anaplan implementation partner for financial budgeting, planning, and reporting. #anaplan #consultingsuccess #implementation #highereducation #planningandbudgeting
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TruEd Consulting Makes INC5000 2023 Fastest-Growing Private Companies List!
Broomfield,CO (August 15, 2023) – Inc. revealed today that TruEd Consulting ranks No. 342 on the2023 Inc. 5000, its annual list of the fastest-growing private companies in America.
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June & July in Review
Both June and July was a month full of growth and excitement! From new hires, community events, and conferences, there are so many amazing things happening here at Tru Consulting!
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Webinar: Grant Management and Optimization with Anaplan
Grants provide a unique opportunity for public sector entities to implement a portfolio of mission-based programs.
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April Recap
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Anaplan AKO 2023
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Tru Consulting Fall Retreat Recap
There is nothing like coming together as a team in person, especially in Vegas! Our 4 days of work and fun in the city of lights. We kicked off our retreat with team awards. Congrats to the following: TruExcellence: Ethan TruAllStar - Shardai and Lauren TruAchiever - Heather TruGrowth - Cat We had many interesting workshops/presentations throughout the retreat lead by various team members. At night, we had team dinners. We had good food and team conversations. We went to shows and plays some card games. We would like to to thank everyone for preparing for the retreat. We all look forward to our retreats and meeting everyone in person. Until our next retreat in 2023! See you all soon!
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Anaplan Connect 2023: Tru Consulting
Tru and Higher Education finally made it to the Anaplan stage! Tru Consulting has made it to the Anaplan Connect stage x two! Take a listen, as our partners share not only their Anaplan journey but how AMAZING our team is! Not only did they mention our expertise, but our relationship with them, the importance of the implementation partner, our ability to plan for future and how we have impacted their mission and community. After this session, Anaplan leadership said, “I think they said Tru’s name more than Anaplan” . On the other hand, the five of us said – “We did it! Higher Ed is in the house!”
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Nacubo 2022 Annual Meeting
We had an amazing time at this year’s NACUBO Annual Meeting in Aurora, Colorado! It was nice seeing our clients and meeting new ones as well! This conference was so much fun from getting head shots, to playing golf, and most importantly dinner.
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Digital Planning Transformation at Arizona Department of Environment Quality
Government and public sector organizations are facing challenges with collecting, validating, and reporting on insights across the organization in an efficient and effective manner.
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Join our TruEd and Anaplan Higher Education Forum!
Sign up for our TruEd & Anaplan Higher Education forum today!
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The Ripple Effect: Walk for Suicide Prevention
Tru Consulting is proud to be a sponsor of Changing Tides, a program of Little Tokyo Service Center.
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Anaplan Live! 2022
Our team gathered in San Jose, CA for Anaplan Live 2022!
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SACUBO 2022
Proud to be a President Level Sponsor/Partner for SACUBO 2022!
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We Are Certified!
We are excited to announce that TruEd is officically certified as a Great Place to Work!
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Webinar: Elevating Budgeting and Planning at Houston Baptist University
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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Webinar: Transforming Planning, Reporting, & Analysis at Polk State
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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Congrats to Mela on her Promotion to Partner!
Please join me in congratulating Mela on her promotion to Partner, Head of Business and Consulting Operations.
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About us

As a certified Anaplan Partner, we implement a single software platform, focusing on unlocking all its potential for your specific financial planning and analysis needs.

Recent Posts
Press Release: Tru Consulting Awarded Anaplan’s Regional Partner of the Year for the Americas
FAST 100 Asian American Business Award WINNERS for 2024! 🏆
Annoucement: Tru Consulting Recognized as Anaplan Regional- Americas FY24 Partner of the Year!
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Webinars

Tru Consulting Webinar: Tru Two-Timers

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.

Speakers:

Rebecca T Barber- Vice President, Financial Planning & Analysis at Michigan State University

Heather Meier- Vice President for Finance and CFO at Gwynedd Mercy University

Kate Smith- Controller at Maryville University of Saint Louis

Mela Fezzey- Senior Managing Partner and CEO at Tru Consulting

Summary:

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.

Rebecca T Barber
Heather Meier
Kate Smith
Mela Fezzey
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Tru Consulting Webinar - Connected Planning Transformation: University of Miami’s Strategies for Success

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.

Libby Deilber
Allen Mora
Mela Fezzey
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Grant Management and Optimization with Anaplan

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.

Steve Benton
Neal Goffman
Russell Owen
Lauren Newbauer
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Digital Planning Transformation at Arizona Department of Environmental Quality

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.

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
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Elevating Budgeting & Planning at Houston Baptist University

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.

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
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Hear from UNLV, South Carolina, and Mississippi State on why they selected to partner with TruEd!

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.

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.

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Polk State Webinar 2022

Join this webinar to learn more about Transforming Planning, Reporting, and Analysis at Polk State College using Anaplan Platform.

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Anaplan Connected Planning and Analytics, Featuring Abilene Christian University

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.

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Transforming Long Range Planning at Mississippi State University

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.


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
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Anaplan Connected Planning and Budgeting, featuring University of Nevada, Las Vegas

Join our webinar 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 UNLV joining to share how the university uses Anaplan to optimize resource allocation and improve strategic decision-making.

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Aligning Strategy and Resource Allocation at NYC

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.

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San Jacinto College

"I recommend the TruEd team because they are true partners. They've worked closely with us throughout our learning phases, and they truly know our systems. We have an amazing relationship."

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University of South Carolina

“What TruEd has brought us is that we were able to model things much more quickly.”

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Documents

TruGov Rack Card

Solutions for public sector planning and analytics.

TruED Rack Card

Specialized budgeting, planning, and forecasting solutions for higher education.

Services: Public Sector

Solutions for public sector organizations.

Services: Higher Education

Solutions for higher education institutions.

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