Managing Director

Amy Morgan

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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

  • 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
    Case Studies
    Case Study
    Nonprofit Room to Read turned to Armanino and Adaptive Insights to foster cross-functional collaboration and to boost e...
    Case Studies
    Case Study
    Innovative biotech company Halozyme improved financial visibility and forecasting accuracy with Adaptive Insights from ...
    Blog articles
    Providing greater visibility and instituting regular planning meetings, will start to engender a culture where individu...