Excellence in Adaptive

Make Adaptive Reliable, Flexible, and Scalable

(Even If Your Team Doesn't Know How to Use It Yet)

 
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Stop Relying on Contractors to Run Your Adaptive Instance 

You invested in Adaptive because it’s one of the best FP&A tools on the market.
But here’s the reality for many finance teams:

  • They only use Adaptive for expense planning — and only touch it once or twice a year.

  • Reports are brittle, confusing, or incomplete, so leaders fall back to Excel.

  • Every annual budget cycle requires outside contractors just to make basic updates.

That means Adaptive isn’t driving insight, agility, or trust. It’s just another expensive system.


What If Adaptive Actually Worked for You?

Imagine your FP&A team running Adaptive with confidence:

  • Reliable systems – reports that leadership can trust, every time.

  • Flexible models – quick scenario planning, no rebuilds required.

  • Consistent cadence – forecasting and analysis on a monthly or even weekly basis.

  • Scalable design – a foundation that grows with your business, instead of breaking under pressure.

When Adaptive is built right, your team moves from being data wranglers to true strategic partners who guide the business with insights.


Introducing: The Excellence in Adaptive Program 

This hands-on program teaches your FP&A team how to make Adaptive flexible, reliable, and scalable—without relying on contractors.

✅  Build a foundation your team owns and understands
✅  Establish reporting and forecasting rhythms that stick
✅  Unlock Adaptive’s full power so you can finally move beyond Excel

You’re not the first to go through this journey. More than 500 finance professionals have gone through my Adaptive programs, learning the platform’s real power. Now, I’m bringing that experience directly to FP&A teams so they can run Adaptive with independence and confidence.

 


Beta Pricing: 50% Off

 The Excellence in Adaptive program is now in beta. While we’re testing and building it out, enrollment is just $5,000 (half off the full price).

This is your chance to:

  • Set up Adaptive the right way

  • Transform your FP&A team into trusted advisors

  • Make your business more predictable and agile


👉 Let’s build you a system (and a team) that’s reliable, flexible, and scalable.


 

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What's included?

1. Content: Learn Exactly What to Build and How to Build It

Your FP&A team will have access to three on-demand courses designed to shorten the learning curve and create lasting results:

Adaptive for Leadership (Oct–Nov)
→ Learn what should be built in Adaptive.
→ Create a forecasting cadence and checklist so updates become routine, not overwhelming.
→ Build a long-term map of what your team and Adaptive instance should look like.

Adaptive Building Essentials (Dec–Jan)
→ Go hands-on with Adaptive’s technical foundation.
→ Learn how to set up accounts, levels, allocation rules, and modeled sheets the right way.
→ Build models that connect seamlessly, so small assumption changes ripple automatically.
→ Speed up your formulas and workflows for faster, more reliable outputs.

Adaptive: Zero to Power User (Feb–Mar)
→ Perfect for new users or teams that only scratch the surface of Adaptive.
→ Learn how to update and automate reports so you stop compiling data manually.
→ Spend less time wrangling numbers and more time delivering insights.


2. Coaching: Stay Accountable and Keep Momentum

Content alone isn’t enough — it’s easy to stall without support. That’s why this program includes monthly group coaching calls where you will:

  • Set targets and define clear next steps.

  • Get feedback on your challenges before they turn into roadblocks.

  • Celebrate wins and keep motivation high.

  • Learn from peers who are solving the same Adaptive problems you are.

These calls keep you laser-focused and ensure you keep making progress month after month.


3. Community: Learn and Grow Together

Between coaching calls, the private community gives you direct access to ongoing support and collaboration. Here’s what that looks like:

  • Post questions anytime — and get answers quickly.

  • Learn from how other FP&A teams are solving real-world Adaptive challenges.

  • Share tricky formulas, reporting problems, or modeling ideas and get expert input.

  • Stay connected with peers who hold you accountable and push you to level up.

And you won’t be alone — I’ll be active in the community, making sure your team gets the guidance they need. The result? A network of Adaptive power users who grow stronger together.


👉 With content, coaching, and community working together, your FP&A team won’t just learn Adaptive. They’ll own it — building a system that’s flexible, reliable, and scalable.


 

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Meet Your Instructor: Mark McConkie

Hi, I’m Mark. For the last 8 years, I’ve lived and breathed Workday Adaptive Planning — not as a consultant peeking in from the outside, but as someone who’s spent every single day inside the system. I’ve used Adaptive at 4 different companies and personally implemented it at 3 of them. Along the way, I’ve trained more than 500 finance professionals to unlock the full power of Adaptive and transform the way their FP&A teams work.

Here’s what I’ve learned: most teams are stuck using Adaptive for the basics — a little expense planning here, a budget refresh there. But that barely scratches the surface of what it can do. When Adaptive is built right, it becomes the engine that makes finance faster, smarter, and more strategic.

That’s why I built these courses. My two goals are simple:

  1. Make you and your team as strong and knowledgeable in Adaptive as possible.

  2. Get your Adaptive instance automated, flexible, and scalable — so it works for you, not the other way around.

Gone are the days of compiling data manually, wrestling with brittle models, or scrambling to get reports to leadership weeks late. With the right setup, you’ll have accurate, actionable financial models at your fingertips — and the freedom to focus on what really matters: driving the business forward.

Let’s level up your Adaptive skills and turn your FP&A team into the strategic partner your business needs.

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Frequently Asked Questions

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Ready to Take Your FP&A Team to the Next Level?

If your Adaptive instance feels clunky, underused, or dependent on outside contractors, you’re not alone. But it doesn’t have to stay that way.

With the Excellence in Adaptive program, your team will:
âś… Learn exactly what to build and how to build it.
âś… Gain the confidence to run Adaptive without outside help.
âś… Create forecasts and reports your leadership can trust.
âś… Free up time for real analysis, not just data wrangling.

And right now, during beta, you can lock in 50% off enrollment ($5,000 instead of $10,000).

This is your chance to transform Adaptive from “just another tool” into the engine that powers faster, smarter, more strategic finance.

👉 Fill in your information here to get started — and let’s build you a system (and a team) that’s reliable, flexible, and scalable.

Get Started with Excellence in Adaptive

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