In-person event

You're invited to our PUG Classroom Finance Masterclass

Whether you have Phocas Financial Statements, Budgets & Forecasts, or both, don't miss our exclusive, hands-on training day designed for finance users who want to turn insight into action.
Spaces are limited to two attendees per company. Secure your spot today! **please contact your CSM or AM if you are interested in sending a larger group
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You're invited to our PUG Classroom Finance Masterclass
About this event

Sharpen your FP&A skills and uncover new insights

PUG Classroom is your chance to 'Phocas your finance skills' with a full day of practical learning, insider updates and expert-led sessions. Join former CFO and Phocas Subject Matter Expert, Nick Aversano for a workshop-style day packed with smart tips & tricks, fresh ideas and plenty of opportunities to connect with other finance leaders and fellow Phocas users.

Whether you’re looking to refresh your skills, explore new features or get more value from your data, it's a must-attend!


Sharpen your FP&A skills and uncover new insights

Agenda

Agenda is subject to change. The final agenda will be shared with registrants 1 week before the event.
8:30am - 9:00am

Arrival + tea/coffee

9:00am - 9:15am

Welcome + agenda

9:15am - 10:00am

Finance keynote

Hear from former CFO and Phocas Subject Matter Expert Nick Aversano as he explores the evolving role of finance — unpacking what it means for modern teams, and how they can use the latest features in Phocas' FP&A platform to rise to the challenge with confidence.
10:00am - 10:45am

Financial Statements: Creating and analysing financial statements in Phocas

10:45am - 11:00am

Break

11:00am - 11:45pm

Financial Statements: Visualising financial data and creating KPI dashboards

11:45am - 12:30pm

Industry learning circles

This session brings together Phocas finance  users from across US distribution and manufacturing to work through a real shared challenge, chosen by the group on the day. A facilitated conversation that surfaces what's actually working, what isn't and what others have tried.
12:30pm - 1:15pm

Networking lunch

1:15pm - 2:00pm

Panel discussion | The end of set-and-forget: Smarter budgeting for modern finance teams

In this fireside chat, Nick will explore why “set-and-forget” budgeting no longer works and what modern finance teams are doing instead. Discover how smarter, more agile approaches to budgeting in Phocas can help you stay ahead, adapt faster and turn planning into a true strategic advantage.
2:00pm - 2:45pm

Budgets & Forecasts: Beginner + advanced sessions

After the panel discussion, we’ll split into two groups. If you're new to Budgets & Forecasts — or just curious and want to see how it works, then session one is the perfect place to start. Already a pro? Session two will dive into advanced features, including three-statement budgeting, headcount planning and allocations.
2:45pm - 3:15pm

What's new in Phocas for Finance

Hear about all the latest products and features we've released, and get a sneak peak of what's coming next on our FP&A product roadmap.
3:15pm - 3:30pm

Thank you + close

3:30pm - 4:30pm

Networking + drinks (optional)

Location

Get directions to our event venue.
Where

Phocas Software
3100 Bristol St,
Costa Mesa,
CA 92626
When
Thursday, 24th September 2026
Time
8:30 AM - 4:30 PM PDT

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