The EPM Show: All Things Enterprise Performance Management

Blake Bozarth
  • 4.6 (27)
  • CAREERS

The show that keeps you current on all things Enterprise Performance Management with insights from EPM executives, practitioners, and thought leaders. Hosted by Blake Bozarth, CFA, Chad Pyke, and powered by CoThryve – the firm that helps EPM professionals grow their career. Whether your EPM platform of choice is Anaplan, OneStream, Oracle, Adaptive, Pigment, or something else ... we got you covered.

  1. 04/03/2024

    Why you should build Assets outside your day job (3 examples)

    Blake shares why you should prioritize building assets outside your day job with 3 examples. If interested in the Net Worth Newsletter + updates about free live sessions, visit www.blakebozarth.com.

    16 min

  2. 03/28/2024

    The Optimal Environment for Anaplan Transformation ft Tom Dudack

    Tom Dudack joins Chad Pyke on The EPM Show to share his insights on what it takes to be successful in the EPM space. Tom is a Senior Principal Customer Success Business Partner and FSI & BS Industry Captain at Anaplan. He has over 20 years of EPM experience and is an expert when it comes to helping organizations maximize their Anaplan investment. Tune into this episode to learn: → What the ideal environment for an Anaplan transformation looks like.  → How executive leadership can make or break the transformation.  → Why every customer needs to do an honest self-assessment of their readiness. → How the best customers approach the talent piece of the Anaplan transformation equation.  → Why it’s critical to celebrate big wins well.  Visit all the pertinent links: cothryve.co/links

    34 min

  3. 03/21/2024

    Great Leaders are Great Listeners, ft Sukumar Ramanathan (RVP of Sales @ Anaplan)

    Sukumar Ramanathan has over 20 years of technology sales experience and is currently an RVP of Sales at Anaplan overseeing the west region. He and his team specifically support some of the world’s leading technology, media, and telecom companies. He joins Chad Pyke on the show to talk about his career journey. In this episode you’ll learn:  → The importance of repetition as a key for long term career success. → Great leaders are great listeners. When in doubt, ask others “Tell me more”.  →  Finding a mentor you want to emulate will accelerate your career.  → How to build great relationships with your stakeholders.  Visit all the pertinent links: cothryve.co/links

    39 min

  4. 03/07/2024

    Measure Twice, Cut Once in Anaplan ft Brett Francis, Manager at Cervello

    Brett has built a successful career in FP&A and the Anaplan ecosystem. He currently serves as a manager at Cervello and is a Certified Master Anaplanner. He joined Chad Pyke on The EPM Show today to talk about how he approaches building great solutions in Anaplan for clients. Tune into this episode to learn:  → How to build a great foundation for a customer in Anaplan.  → What it means to do the right thing for a client even when no one is looking. → How great consultants elevate their career by making themselves replaceable. → Why being too agile early on is bad for finance transformation work.  Visit all the pertinent links: cothryve.co/links

    28 min

  5. 02/27/2024

    All in on Anaplan ft Meredith Albright, Senior Managing Director of FP&A at Markel

    Meredith is the Senior Managing Director of FP&A at Markel, a specialty insurance company. She has 20 years of experience across FP&A and business analytics and currently oversees the Anaplan COE at Markel. She joins Chad Pyke today to talk about Markel’s journey with Anaplan. In this episode you’ll learn:  → Why executive buy-in is critical to a successful Anaplan implementation.  → How Markel’s commitment to Anaplan has benefited their FP&A team. → Why integrating accountability cycles improves the planning process.  → How Markel has structured their COE and why they committed a COE from the beginning.  Visit all the pertinent links: cothryve.co/links

    26 min

  6. 02/15/2024

    International Leadership ft Garnier Silva, Director and Americas Team Lead at Keyrus

    Garnier Silva has spent the last 18 years in the EPM industry and is leads the Americas team at Keyrus. He joins Chad Pyke on The EPM Show today to talk about leading international teams. In this episode you’ll learn:  → How Garnier successfully transitioned from individual contributor to a people leader.  → What it takes to lead teams well and how to know if it is the right next step for you. → Why leading international teams requires a more nuanced approach.  → The importance of communication as a great consultant and people leader.  → How an ownership mentality can help elevate your career. Visit all the pertinent links: cothryve.co/links

    30 min

  7. 01/04/2024

    Leading with Context ft Kevin Moreno, Anaplan Lead at Navan

    Kevin Moreno is the Anaplan Lead at Navan, a software development company in the travel industry. Prior to leading Anaplan at Navan, Kevin had a successful career as a consultant at both EY and Spaulding Ridge. He joins Chad Pyke today to share his insights on what it takes to succeed in the Anaplan ecosystem. In this episode you will learn:→ How leading with context can help you make a massive impact on the business. → The importance of EQ as a servant leader. → How Kevin built a successful career by focusing on mastery and relationship building. → Why finance transformation is never a straight line. Visit all the pertinent links: cothryve.co/links

    23 min

  8. 12/08/2023

    Continuous Improvement as a Consultant ft. Joe Van Bolderen, Founder VBCG

    Joe van Bolderen is a career consultant and recently made the jump to start his own Anaplan implementation firm called VBCG, He joins Chad Pyke on the show today to talk about his journey and what he’s learned along the way. In this episode you will learn:  → How to set yourself up for success by aligning expectations with leadership.  → Joe’s new AI Anaplan assistant, Ana and how it can help you get the most out of Anaplan.  → Why great consultants know how to push back in a productive way. → Why career success is a product of continuous improvement.  → Why simplifying everything in your approach and communication is a worthy goal. Visit all the pertinent links: cothryve.co/links

    29 min
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4.6
out of 5
27 Ratings

About

The show that keeps you current on all things Enterprise Performance Management with insights from EPM executives, practitioners, and thought leaders. Hosted by Blake Bozarth, CFA, Chad Pyke, and powered by CoThryve – the firm that helps EPM professionals grow their career. Whether your EPM platform of choice is Anaplan, OneStream, Oracle, Adaptive, Pigment, or something else ... we got you covered.

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