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
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
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
10:15 AM - 11:15 AM
Intro to Reporting: Finding Purpose in Numbers
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
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
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
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
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
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
Frequently Asked Questions
-
Who should attend Momentum?
Martus Momentum is designed for Martus customers and partners who want to deepen their knowledge, strengthen their processes, and connect with other finance leaders.
This event is ideal for:
- CFOs and finance leaders
- Budget owners and department leaders
- Martus administrators
- Partners supporting Martus customers
Whether you’re new to Martus or managing complex reporting and forecasting workflows, there’s a track designed for you.
-
Is this only for Sage users?
No. Momentum is a standalone Martus event and is open to all customers and partners, regardless of ERP or integration.
While the event takes place the day before Sage Future for travel convenience, the training sessions are integration-agnostic and relevant to all Martus users.
-
Is there a cost to attend?
No. Momentum is a complimentary event for Martus customers and partners.
Attendees are responsible for their own travel and hotel accommodations.
-
What’s included in my registration?
Your registration includes:
- Onsite access to all training sessions (choose your track)
- Lunch and refreshments throughout the day
- 1:1 strategy meetings with the Martus team (limited availability, first come first serve)
- Networking opportunities with customers and partners
- Onsite access to all training sessions (choose your track)
-
How do I modify or cancel my registration?
If you need to update or cancel your registration, please email events@martussolutions.com and our team will assist you.
-
Who do I contact about dietary needs and restrictions?
If you have dietary restrictions, please contact Corey French at events@martussolutions.com.
Include your name and any relevant details. We will do our best to accommodate.All food is provided by Hyatt Regency San Francisco Downtown SOMA.
-
What is the dress code?
Momentum is a business casual event. We want you comfortable and ready to learn! No suits required (unless that’s your thing).
-
Will sessions be recorded?
Select keynote sessions may be recorded. However, training and breakout sessions are designed to be interactive and hands-on, and will not be recorded. We encourage attending in person to get the full experience.
-
Is there a room block?
There is not a dedicated Martus room block.
We recommend booking within the Sage conference room block.
If you plan to arrive early for Martus Momentum, book your stay through the Sage block and then contact the hotel directly to request adding one additional night to your reservation.
We encourage booking early, as availability may be limited.
-
Is transportation provided?
Transportation is not provided for this event. Attendees are responsible for arranging their own transportation to and from the hotel.
San Francisco International Airport (SFO) is the closest major airport and is approximately 20–25 minutes from the Hyatt Regency San Francisco Downtown SOMA, depending on traffic.
Oakland International Airport (OAK) is another nearby option, approximately 30–40 minutes away.
Rideshare services, taxis, and public transit are readily available in the San Francisco area.
-
Are training sessions beginner or advanced?
Momentum offers two training tracks:
- A Foundations Track for those newer to Martus or looking to strengthen core skills
- An Advanced Track for advanced users ready to dive deeper into reporting, forecasting, and configuration
You’ll choose the track that best aligns with your experience and goals. Each session is limited to 60 participants.
- A Foundations Track for those newer to Martus or looking to strengthen core skills
-
Will there be interactive experiences?
Yes. Sessions will include practical walkthroughs and hands-on examples designed to help you apply what you learn immediately.
We encourage you to bring your laptop to breakout sessions.
-
Will there be networking opportunities?
Yes! Momentum is intentionally designed to foster connection. You’ll have time for:
- Peer conversations
- Informal networking
- Lunch discussions
- Optional 1:1 meetings with the Martus team
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
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
Partner Ticket
FREE
✔️ Includes lunch, training sessions, and networking opportunities

