In this article, the author shares a practical, insider-led framework for running an FP&A/EPM software selection process that reduces risk, avoids demo-driven decisions, and anchors the choice in real value.
Rob Konferowicz
Rob Konferowicz is a finance transformation and EPM specialist focused on helping large organisations navigate complex planning and performance management journeys. He is currently building CFO Shortlist, where he is modernising EPM software evaluations and market analysis to support finance leaders in selecting the right solutions.
Rob brings over a decade of experience in the EPM and FP&A technology space, including senior roles at CCH Tagetik and Wolters Kluwer, where he led pre-sales, product experience, and operational initiatives across North America. His background combines deep expertise in performance management software, strategic account leadership, and translating business requirements into scalable finance solutions.
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