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52 minutes | 10 days ago
Influencing Through Finance | Terrell Turner
On this episode, Rowan is joined by Co-Founder and Fractional CFO of TLTurner Group and host of the "Business Talk Library" podcast, Terrell Turner. Join Terrell on a journey through his Finance career, from Fortune 500 companies to start-ups, and all the tips and tricks he learned along the way. How are Finance teams in Fortune 500 and start-ups structured differently? How can Finance pros leverage their skills to influence business leaders? Tune in to find out these answers and more.
56 minutes | 22 days ago
FP&A Fridays with Rowan Tonkin and Chris Ortega - "Back Office Transformation" - LIVE from Clubhouse
How can leaders, businesses and Finance teams drive back office transformation? Rowan and Chris share their thoughts and experiences in another "FP&A Friday" - LIVE from Clubhouse, with special guest Glenn Snyder, Head of FP&A at Global Growth Holdings. Make sure you join the fun in real time - Fridays in Clubhouse at 10am PT | 1pm ET
50 minutes | a month ago
FP&A Fridays with Rowan Tonkin and Chris Ortega - "FP&A as a Growth Lever" - LIVE from Clubhouse (March 19th, 2021)
This week on "FP&A Friday", Chris and Rowan discussed using FP&A as a growth lever. Tune in to hear their thoughts on building organizational growth through technology, personal growth for Finance professionals, and how to use Finance as a partner and strategic advisor to plan better and grow the business. Join the fun in real time on "FP&A Fridays" - LIVE from Clubhouse, Fridays at 10am PT | 1pm ET
44 minutes | a month ago
Aligning Finance and Marketing | Peter Mahoney
On this episode of Being Planful, Peter Mahoney, Founder and CEO of Plannuh, and podcast host Rowan Tonkin take a deep dive into the relationship between Marketing and Finance. What causes friction between these departments? How do we alleviate it? Tune in to hear their thoughts on how to get Finance and Marketing aligned, speaking the same language, and on track to becoming the strategic advisors to one-another that they were always meant to be.
69 minutes | a month ago
FP&A Fridays with Rowan Tonkin and Chris Ortega - "Storytelling and Failure" - LIVE from Clubhouse (March 12th, 2021)
Three words: Conflict creates change. Tune in to to hear Rowan and Chris lead a vulnerable discussion on how to use storytelling and failure to create impactful changes and drive growth across your business. Next time, join the fun LIVE on Clubhouse - Fridays at 10 am PT | 1 pm ET
61 minutes | a month ago
FP&A Fridays hosted by Rowan Tonkin and Chris Ortega - LIVE from Clubhouse (March 5th, 2021)
FP&A = Financial, Partnership and Advisor. Incase you missed it, tune into the first of many conversations to come with Rowan Tonkin and Chris Ortega live from Clubhouse. This round, Rowan and Chris covered: -What did Finance take from 2020 into 2021 -Why cash is king -Leading and empowering your Finance team -What is a Financial IQ? -Finance as storytellers. Join the fun in real time, every Friday at 10am PT on Clubhouse.
38 minutes | 3 months ago
Uniting Your Workforce in 2021 | David Smith
On this episode, David Smith, Founder & Principal at InFlow Analysis, and host Rowan Tonkin talk Workforce Planning for 2021. Tune in to hear their discussion on enhancing collaboration through technology, how Finance and HR can come together this year, maintaining the empathy in leadership we discovered in 2020, and predictions for remote work.
38 minutes | 6 months ago
Predictions for modern FP&A | Bryan Lapidus, FP&A
In this episode Rowan talks Bryan Lapidus, Director of FP&A, AFP (Association Finance Professionals) about learnings from 2020 and predictions for 2021, along with a discussion about the upcoming AFP conference and what FP&A leaders can expect from the event.
35 minutes | 8 months ago
Building business advantage | Rob Kugel
In this episode with Ventana research analyst Robert Kugel, you will learn. The new normal for business planning and decision-making The role of integrated business planning in supporting a hybrid remote/in-office workforce How to make digital transformation a top priority for your business Key steps to building agility and continuity with Continuous Planning
37 minutes | 8 months ago
Next generation FP&A | Chris Ortega
Next generation FP&A leaders are emerging everyday, and they’re ready to transform their organizations from finance out. Chris Ortega, Director of Finance, Americas for Emarsys is one of those leaders. Rowan and Chris talk through how to lead transformation through finance, the key principles of FP&A 2.0, and how emerging finance leaders can leverage technology to move to finance led partnership and advisory.
32 minutes | 9 months ago
Hitting a home run | Tim Zue
How do the Boston Red Sox do their planning? The Planful Virtual Tour happened recently, and we wanted to give many of you the opportunity to hear from Red Sox CFO Tim Zue.Join Tim as he walks through the transition and how his team has expanded the use of Planful across the Red Sox organization for reporting, monthly forecasting, financial close, and more. He’ll also touch on his approach to technology transformation in the office of finance, and how his team is regrouping to deal with a curtailed baseball season due to COVID-19.
48 minutes | 6 months ago
Leveraging FP&A for Growth | Carl Seidman
What are the key differences in FP&A at companies of different sizes? In this episode, Carl Seidman, FP&A Advisor at Seidman Financial, offers his insight into how small to midsize organizations can leverage modern FP&A resources for growth. Carl and host Rowan Tonkin discuss the variations in continuous planning mindsets amongst companies of different sizes, making shifts in company culture that support the growth of the business, and upskilling vs empowering your finance team.
26 minutes | 9 months ago
Managing high growth | Kevin Zell
Kevin Zell, Strategic Finance Manager at Carta talks with Brian Martell at the Planful Virtual Tour about how Kevin and the Carta team were able to transform from a manual, spreadsheet based approach to using the Planful platform and help manage the growth that Carta has been experiencing.
48 minutes | 9 months ago
Current trends in planning | Howard Dresner
We are joined by planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services. Howard and Rowan discuss emerging trends in planning over recent months and the impact of COVID-19 on planning and performance management in all corners of the business.
35 minutes | 4 months ago
From FP&A to RevOps | Jeff Ignacio
On this episode of “Being Planful”, Jeff Ignacio, Head of Revenue and Growth Operations at Upkeep, takes us on a journey through his exciting career path. Tune in to find out about how his career as financial analyst lead him to Sales & Revenue Operations, and all the tips and tricks he learned along the way.
27 minutes | 5 months ago
Empathy in FP&A | Stacy Brown
What do we benefit from focusing on empathy and understanding in the world of FP&A? Hear from Stacy Brown, Senior Manager at UHY Consulting, as she and host Rowan Tonkin discuss: -Empathizing with pain points to find the right technology and best practices for finance professionals and their organizations -Using FP&A technology to create efficiencies and give people back their time -Identifying priorities in FP&A technology as a team, not as an individual
35 minutes | 5 months ago
From M&A to FP&A | Keith Kim
How do you transition from being a master of M&A to a master of FP&A? Planful’s very own VP of Finance, Keith Kim, has the answers. From Salesforce, to LinkedIn, to Zendesk, to his new home at Planful; you won’t want to miss the tips, tricks, and best practices that Keith has accumulated throughout his diverse career in finance.
2 minutes | a year ago
Introducing Being Planful
Being Planful is the show for FP&A leaders, and planning experts. Through this show we will bring you discussions with thought leaders, planning experts from across industries, and folks just like you to discuss how you too can break free of the low-value work and become the strategic advisor you aspire to be.
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