Managing Director

Amy Morgan

Contact Me


Meet Amy

Amy is the Adaptive Insights practice delivery leader. She has a passion for helping companies streamline and automate their FP&A processes and leads our team to deliver consistently high-quality implementations from kickoff through support. Throughout her tenure at Armanino and Adaptive Insights, Amy has led or overseen more than 525 implementations.

Prior to joining Armanino, Amy led an implementation team and partner enablement at Adaptive Insights, where she led and oversaw implementations, created the certification process to certify over 40 partners and turned around three projects where the client had announced their intention to cancel service.

Amy has over 20 years of finance, project management and consulting experience, including FP&A roles at two Fortune 500 firms. Her strengths include:

  • Leading clients through process improvements through her passion for creating efficiencies, streamlining processes and scaling financial processes for growth.
  • Utilizing sophisticated communication skills to interpret and describe financial data to C-suite executives so they can enhance their understanding and leverage the information to improve business performance.
  • World-class domain knowledge around design and implementation of Adaptive Planning software, with an emphasis on creating scalable and easy-to-maintain solutions.

Contact Amy Morgan


Professional History


  • Adaptive Insights
  • Sears Holdings
  • Broadpeak Consulting
  • Target Stores


  • AICPA Task Force Member


  • University of Minnesota

Honors / Awards

  • Carlson School of Business Student of the Year, 1996 – MBA Program
  • Carlson School of Business Student of the Year, 1996 – Finance Program
  • Full Graduate School Scholarship, Carlson School of Business, MBA program
  • Stockman & Fabel Scholarship in Economics

Speaking Engagements

Adaptive Live 2017, San Francisco, May 2017, 10 in 10: Ten Tips for Making the Most of Your Solution
Adaptive Live 2015, San Francisco, April 2015, Your Guide to Driving the CFO Evolution


Business Management Team, Light of Christ Church

Amy's Thought Leadership
Five Steps to Choosing the Right Financial Software for Your Company
Follow this five-step process to avoid costly mistakes when choosing new financial software.

May 13, 2021
Top 4 Mistakes Companies Make in Financial Planning and Analysis
Plan via spreadsheets and email? Here’s how it may be hurting your productivity and bottom line.

April 27, 2021
Blog articles
Adaptive Insights Partner Accreditation determines if a provider has the experience that your organization needs.

January 07, 2020