7 episodes

Being Planful is the show for FP&A leaders, and planning experts. 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.

Being Planful Planful

    • Management
    • 5.0 • 1 Rating

Being Planful is the show for FP&A leaders, and planning experts. 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.

    Predictions for modern FP&A | Bryan Lapidus, FP&A

    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.

    • 37 min
    Building business advantage | Rob Kugel

    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

    • 34 min
    Next generation FP&A | Chris Ortega

    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.

    • 37 min
    Current trends in planning | Howard Dresner

    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.

    • 48 min
    Hitting a home run | Tim Zue

    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.

    • 32 min
    Managing high growth | Kevin Zell

    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.

    • 26 min

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