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Martus Momentum Agenda


We’re excited to have you join us for Momentum 2026. This event is designed to give you practical insights, hands-on learning, and meaningful connections with other Martus users.

Whether you’re just getting started or looking to take your expertise to the next level, we’ve built this experience to meet you where you are and help you move forward with confidence.

Keynote with Martus Leadership

Get a front-row seat to the future of Martus, including a first look at our 2025 roadmap.

Customized Breakout Sessions 

Tailored tracks for partners and customers, packed with takeaways you can bring back to your team.

Inspiration, Insight, & Collaboration

Connect with peers and Martus experts to exchange ideas and gain new strategies.

NEW FOR 2026: LEARNING TRACKS

This year, Momentum features two dedicated learning tracks to ensure you get the most relevant and valuable experience possible.

 Beginner TrackI
If you’re newer to Martus or have been using the platform for less one full budget cycle, this track is for you. You’ll build a strong foundation, gain confidence navigating the system, and walk away with practical skills you can apply right away.

 Advanced TrackI
For more experienced users—typically those who have been using Martus for one full budget cycle or longer—this track dives deeper into strategy, optimization, and advanced functionality. Expect to explore ways to get more out of your data, streamline processes, and elevate your financial planning approach.

EVENT AGENDA

8:00 AM - 9:00 AM
Registration + Networking Hour

Start your day with coffee and great company! Connect with other Martus customers and partners ahead of our learning sessions, or chat with Martus support on-site. 

9:00 AM - 10:00 AM
Configure with Confidence, Roll Out with Impact
Presenters: Glen Strack and Melissa Reveles

 Beginner TrackI

Newer to Martus? This session is for you! 

Thoughtful configuration lays the foundation for strong adoption, streamlined workflows, and meaningful financial insights. Join us to learn best practices for setting up your system to align with your organization’s structure, reporting needs, and long-term goals. We’ll cover key configuration decisions, ways to boost user engagement, common pitfalls to avoid, and strategies for balancing flexibility with control.

9:00 AM - 10:00 AM
SPW Power Session: Strategic Configuration & Practical Examples
Presenters: Oni Ruiz and Joseph Plagge

 Advanced TrackI

Special Purpose Worksheets (SPWs) can be a simple list of itemized costs or they can be a robust combination of Reporting Groups and calculated allocations. In this hands- on Learning Lab, we will discuss and set up various examples together.

10:00 AM - 10:15 AM
Break
Take a quick break for networking between sessions. 
10:15 AM - 11:15 AM
Intro to Reporting: Finding Purpose in Numbers
Presenters: Melissa Reveles and Oni Ruiz

 Beginner TrackI

In this session, we’ll explore how effective reporting transforms raw numbers into meaningful insights that guide decisions, tell your organization’s story, and drive smarter action.

Discover how to leverage Dashboard Financials, Planner Summary, and the ReportBuilder Assistant for impactful reports in Martus. Through guided walkthroughs and practical examples, you’ll learn how to navigate financial data, customize views, and turn numbers into strategy.

10:15 AM - 11:15 AM
Cash Flow Forecasting: From Budget to Balance Sheet Impact
Presenters: Matt Heggland and Glen Strack

 Advanced TrackI

This hand-on learning lab explores how Martus’ forecasting tools extend your budget into a dynamic, integrated financial and cash flow outlook.

We’ll walk through how budget data connects across financial statements, highlighting how items translate into the Projected Balance Sheet and Projected Cash Flow Forecast.

In this session, we’ll demonstrate how features like automated mappings, amortization schedules, and granular overrides provide both simplicity for contributors and precision for finance teams that support clearer visibility into future performance and financial health.

11:15 AM - 12:15 PM
Networking + Optional 1:1 Meetings

Connect with other Martus customers and partners between sessions, or chat with Martus support on-site. 

12:00 PM - 1:15 PM
Keynote Session
Lunch Provided

Enjoy a buffet lunch while you hear from Martus leaders. Get a sneak peek at new product and features rolling out soon! 

1:15 PM - 1:45 PM
Networking + Optional 1:1 Meetings

Connect with other Martus customers and partners between sessions, or chat with Martus support on-site. 

1:45 PM - 2:45 PM
Intro to Budgeting: Take the angst out of budgeting
Presenters: Melissa Reveles and Oni Ruiz 

 Beginner TrackI

This foundational session is designed to demystify the budgeting process and replace anxiety with clarity and confidence.

Join us for a step-by-step learning lab covering the basics of building a budget template in Martus. Then we will shift gears and walk through how to easily make informed updates within worksheets.

1:45 PM - 2:45 PM
ReportBuilder Deep Dive: No Snorkel Required
Presenters: Matt Heggland and Glen Strack

 Advanced TrackI

There’s more insight beneath the surface of your data and it’s easier to find than you think with ReportBuilder. Join us for a guided, hands-on training session that explores best practices, custom layouts, calculations, KPIs, and chart creation while building reports in real-time.

1:45 PM - 2:45 PM
Martus Roundtable
Roundtable with VP Peyton Burch

 Partner SessionI

Calling all Partners! 

Join us for an exclusive session with the Martus Partnership team and Vice President of Channel Sales Peyton Burch. 

 

3:00 PM - 4:00 PM
Networking + Optional 1:1 Meetings

Connect with other Martus customers and partners after the sessions, or chat with Martus support on-site. 


Having one-on-one time with a Martus team member was extremely valuable for us.
Great first event! Looking forward to next year.
I liked the keynote - it's great to see a roadmap of what's coming in Martus.
The breakout sessions gave me a look at features I didn't know about, which was very helpful.

Meet the Speakers

 

Meet the Speakers

Vanessa Chambers

Vanessa Chambers

Vice President, Product & Operations
Taylor Macdonald

Taylor Macdonald

Chief Revenue Officer
Peyton Burch

Peyton Burch

Vice President, Channel Sales
Joseph Plagge

Joseph Plagge

Director of Service Delivery
Matt Heggland

Matt Heggland

Manager of Customer Success
Glen Strack

Glen Strack

Senior Implementation Consultant
Melissa Reveles

Melissa Reveles

Manager of Learning & Development
Oni Ruiz-2

Oni Ruiz

Implementation Consultant
 

Frequently Asked Questions

Secure Your Spot for Momentum 2026

 

Momentum only happens once a year! Secure your spot today - agenda and speakers will be announced soon. 

Agenda

Martus Momentum will take place at the Hilton Garden Inn Atlanta Downtown.

11:45 am
Lunch
1:15 pm
Keynote
with Bill Cox and Vanessa Chambers
2:30 pm
Breakout Sessions

Partners and Customers will have separate breakout sessions. 

3:30
Networking Break
3:40
Breakout Sessions

Partners and Customers will have separate breakout sessions. 

4:30
Wrap Up / Event Ends

Secure your Spot Today

This is a free event exclusively for Martus partners and customers. Seating is limited—register to save your seat. 

 

Customer Ticket

FREE

✔️ Includes lunch, breakout sessions, and networking opportunities

Partner Ticket

FREE

✔️ Includes lunch, training sessions, and networking opportunities