Impetus Consulting Group Joins Workiva Partner Program

Impetus Consulting Group, a gold tier Anaplan partner, and Workiva, a leading provider of cloud solutions for enterprise productivity, have entered into a partnership intended to help organizations improve their financial performance management in a single and transparent environment.

Workiva Wdesk integrates with Anaplan’s enterprise planning and performance management platform, a cloud-based tool with capabilities to consolidate data from disparate sources and support accounting and finance modeling.  By synchronizing the data across the platforms, users can operate a complete cloud-based solution that shortens the consolidation and close process.

“Workiva’s Wdesk platform enables our clients to streamline their financial reporting, compliance and risk management and aligns with our principle of enabling continuous client success,” said Alex Cohen, President of Impetus Consulting Group.

Other benefits of leveraging Wdesk include process automation, full audit trail capabilities, instantaneous updates to financial footnotes, and print quality regulatory reporting.

To learn more about how Workiva Wdesk might benefit you as an Anaplan customer, check our our solution overview: Global Financial Consolidation & Reporting.

Impetus and Client Selected for Anaplan HUB18 Co-Presentation

Matthew Daniel, a manager at Impetus will be delivering the co-presentation with Lindsay Alexander, Executive Director of Strategic Pricing for Estée Lauder Companies. Their presentation Red-Carpet Ready: How Estée Lauder transformed pricing planning, strategy and analytics from basic to beautiful will describe how the partnership between Estée Lauder and Impetus transformed a disparate, antiquated, Excel heavy process into a robust, global price planning and reporting solution for over 900 users.

Matthew serves as Project Manager for Impetus using Agile and Project Management Professional (PMP) methodologies. He has implemented numerous Anaplan solutions with use cases including strategic pricing, FP&A, budgeting and planning, S&OP, and clinical trials forecasting.

Lindsay is a leader in the finance and strategy organization at the Estée Lauder Companies (ELC), a portfolio of prestige beauty brands that includes Estée Lauder, Clinique, MAC, Jo Malone London, La Mer, Tom Ford Beauty, Too Faced, and many more. Lindsay led a global rollout of Anaplan in 2017 to enable pricing planning, analytics, and decision-making.

Their presentation is scheduled for Tuesday, March 6th in the Pinyon Ballroom 6 from 11:00am – 11:35am.

For additional information please contact us:

Impetus a 3-Time Silver Sponsor at Anaplan HUB18

Impetus Consulting Group is excited to be a Silver Sponsor of Anaplan HUB for a third consecutive year. HUB is the premiere annual Anaplan user conference and a space where industry leaders, experts, and partners can connect with fellow Anaplanners to learn, discover and interact with each other.

Scheduled between March 5th and 7th this year at The Aria Resort & Casino in Las Vegas, Anaplan has organized a very impressive lineup including bestselling author and influencer Malcom Gladwell as the event’s keynote speaker.  Over 85 breakout sessions are planned during the conference where leaders from global companies and top experts will share how they’ve maximized the Anaplan platform to solve real and complex issues around their existing processes and technology.

Impetus’ own Matthew Daniel will make a client co-presentation with Lindsay Alexander of Estée Lauder Companies on Tuesday, March 6th. Their presentation, Red-Carpet Ready: How Estée Lauder transformed pricing planning, strategy and analytics from basic to beautiful starts at 11am in the Pinyon Ballroom.

Impetus will also be featured in the conference’s exhibitor hall and is inviting clients and interested parties to meet with us in our panoramic private meeting suite at the Aria.

For additional information please contact us:

Impetus Named Anaplan Gold Partner By Anaplan

Impetus Consulting Group, an Anaplan partner since 2015, is honored to announce it has been designated a member of Anaplan’s Gold Partner tier.  Anaplan reserves its Gold tier for those partners who demonstrate expertise, proven capabilities at managing complex requirements and delivering customer success.  Impetus is committed to the Anaplan platform and considers itself a strategic and tactical, end-to-end partner.  It is invested in the long-term sustainability of its client collaboration and achievement and will continue to proudly provide its clients with a best-in-class planning solution designed to streamline processes, improve transparency, and achieve sustained ROI on performance initiatives.


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Impetus Consulting Group Joins OneCloud Partner Program

Impetus Consulting Group is pleased to announce that it has joined the OneCloud partner program. Impetus will leverage the partnership to augment their growing Anaplan practice to provide customers with a new option to connect and automate Anaplan with various cloud and on-prem applications.

“We are excited to have Impetus Consulting Group join the OneCloud partnership program”, said Quin Eddy, Co-Founder and CEO of OneCloud. “The team’s focus on delivering sustainable solutions aligns with OneCloud’s principal of building an ecosystem that is connected and automated.”

Alex Cohen, President of Impetus Consulting Group added: “OneCloud will help us streamline our delivery to provide a self-service automation and integration solution that dovetails with our principle of enabling continuous client success.”

To learn more about OneCloud:

To find out how Impetus can assist you with OneCloud contact us today:

Karen Trainer Joins Impetus Consulting Group as Managing Director of the West Region

Impetus Consulting Group, a Performance Management services firm, has announced that Karen Trainer has joined them as Managing Director of the West. Impetus is one of the fastest growing consultancies in North America and is a leader in delivering enterprise performance solutions for today’s rapidly changing business and technology landscape.

Ms. Trainer brings a diverse background to the team, having worked in both the Delivery and Sales departments of service organizations, as well as leading efforts in Marketing and Alliance Management. ​

As a member of Impetus’ leadership team, Ms. Trainer will oversee client relationship and business development aspects of the firm’s business within the West region. “A role like this will benefit tremendously from the convergence of Karen’s unique combined experiences,” says Impetus Founder and President Alex Cohen of the hire. “The diversity of her background in the space, the strength of the relationships she has built throughout her career and her cheerful, charismatic nature are all a perfect complement to Impetus’ culture and aspirations.”

“I am so excited to have joined such a talented, thoughtful group,” says Ms. Trainer. “The opportunity to be part of the Impetus team, and together making an impact in the dynamic fast-paced space we work in, is both humbling and inspiring.”

Prior to joining Impetus Ms. Trainer was a Director of Marketing & Alliances at Huron Consulting Group and ADI Strategies (which Huron acquired in 2016). Employed by ADI initially as a Principal Consultant and then Business Development Manager, her pedigree in the Performance Management consulting world stretches back 18 years and includes stints with BearingPoint, IBM and Arthur Andersen.

Ms. Trainer holds a degree in Business Economics from UCLA.

Connect with Karen Trainer via LinkedIn or directly via email at

To learn more about Impetus Consulting Group, visit

About Impetus Consulting Group: Founded in 2014, Impetus is a professional services firm committed to providing its clients valuable and actionable analytics that leverage best-in-class tools and proven solutions. Combining its deep technical skills with broad industry and functional knowledge, the Impetus team has a distinctive record implementing integrated solutions for Connected Planning, Sales Operations, Profitability, Strategic Cost Management, and Business Intelligence. Impetus partners with its clients to help them achieve sustainable ROI on their performance management initiatives in today’s rapidly changing business and technology landscape.

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Impetus Gives Back to NYC

A team of Impetus Consulting Group employees gathered at PS 86 in Jamaica, Queens on Saturday, October 21 to take part in the latest iteration of New York Cares Day for Schools. The Impetus team joined thousands of New Yorkers across the boroughs who worked in 38 schools to paint classrooms, restore playground areas, and raise funds to help New York Cares continue their year-round education programs which serve 30,000 NYC kids and teens. The day of volunteerism has become a staple of Impetus’ regular meetings in NYC where it is headquartered.


“Participating in New York Cares Day for Schools was truly rewarding,” said Impetus President and Founder Alex Cohen. “It’s a fantastic opportunity for our team to give a little back to the NYC community while maintaining a strong sense of perspective in this busy world”.

Impetus Team Members Pitch In for NYC Parks on Earth Day

A team of Impetus Consulting Group employees gathered at the Nostrand Playground in Brooklyn, NY on a rainy Earth Day this year as part of New York Cares Day (Spring).

The annual daylong event is organized by volunteer organization New York Cares in coordination with the NYC Department of Parks & Recreation. It seeks to provide a positive impact on communities across all five boroughs via service to New York’s public parks and community gardens. Our dedicated group of volunteers removed debris, restored garden beds and painted fences along the perimeter of the playground.

“We are very proud of our employees’ commitment to serving their communities,” said Impetus Director of Operations Josh Mueller. “As a culture-driven organization we believe that we have not just some of the most talented employees but also a genuinely caring and well-rounded group of individuals.”

Subscription Revenue — Impetus Consultant James Straton Presents with Age Of Learning at HUB 2017


James Straton, a Principal Consultant at Impetus and Master Anaplanner presented at HUB 2017, Anaplan’s premier user conference. HUB is recognized as a valuable opportunity to learn from the top experts in the Anaplan space.

James presented, “Cohort Analysis in the Subscription Economy,” in tandem with Thuy Kim, VP of Business Intelligence at Age of Learning. Age of Learning is well known for their Early Learning Academy, a subscription-based digital education program for children ages 2–7.

James and Thuy discussed a subscription-based revenue model based on a cohort analysis and how they built a model in Anaplan that updates in a fraction of the time it previously took with more predictability and accuracy.

Watch the video and contact us with any questions or feedback.

Stay tuned for the next installment from the Impetus Consulting team — valuable, relevant and informative.


Continuous Improvement with Anaplan at Groupon – Impetus Founder Alex Cohen presents at HUB 2017

Impetus Consulting Group is excited to share Impetus founder Alex Cohen’s presentation during HUB 2017, Anaplan’s premier user conference. HUB is recognized as a valuable opportunity to learn from the top experts in the Anaplan space.

Alex presented alongside Damien Schmitz, Director of Global FP&A for Impetus client Groupon. The two discussed the continuous improvement approach taken in partnership to enhance Groupon’s Anaplan models and connected planning activities to create a true enterprise planning and reporting platform.

The session outlined the strategic approach utilized by Groupon and Impetus Consulting Group to establish an effective enhancement roadmap with recommendations on how to execute against that roadmap.

“Groupon, an Anaplan Original, Achieves Continuous Improvement”

Watch the video and contact us with any questions or requests for more information.

Stay tuned for additional Impetus presentations — informative, valuable and relevant.