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Instrument Level Planning with
Workday Adaptive Planning Webinar

Loan rates are expected to drop by the end of 2024. This is great for lenders, but how do financial institutions keep up with the change while efficiently and accurately adjusting financial forecasts? 

Is your Excel spreadsheet capable of handling the amount of data needed to fully analyze, predict, and adjust to changes in your instruments? To thrive in times of change, you must adapt quickly as new interest rates go into effect.  

Join us for this 30-minute webinar where we'll demonstrate instrument planning using Workday Adaptive Planning and the benefits for Financial Services. We will finish the webinar with a live Q&A session. 


Event Date: October 15th
Event Time: 9am PT / 12pm ET
Event Location: Zoom Events (Register to save your spot!)

You will learn how to:

Reduce errors, plan for the future, and drive collaboration using Workday Adaptive Planning for instrument planning versus the manual process of using spreadsheets.


Create “what if” scenario plans for different instruments in your portfolio based on varying interest rates.


Provide real-time financial reports and interactive dashboards that allow users to analyze data and refresh numbers with a single click.

RSVP Now

Register now to save your seat. Once registered, you will be emailed your unique Zoom Events join link. 

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