Being Planful

Planful Inc.
  • 4.4 (53)
  • MANAGEMENT
Being Planful

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.

  1. The CFA Advantage: Insights From a CFO | Kristian Marquez

    01/19/2024

    The CFA Advantage: Insights From a CFO | Kristian Marquez

    On this episode, Kristian Marquez, CFO of FinStrat Management, dives into his career journey and the impactful role that the CFA designation has played, explaining how it can open doors, propel career growth, and provide a comprehensive understanding of portfolio management, accounting, and financial analysis. He also shares valuable insights into risk management, the evolving landscape of AI in data analysis, and other useful takeaways for both seasoned professionals and budding entrepreneurs. Plus, stick around to discover how you can score a FREE 30-minute consultation with one of FinStrat Management's fractional CFOs!

    39 min
  2. From Investment Banking to Operations: A CFO's Journey | Aneal Vallurupalli

    12/22/2023

    From Investment Banking to Operations: A CFO's Journey | Aneal Vallurupalli

    Dive into the world of business operations with Aneal Vallurupalli, CFO at Airbase. Aneal shares his career shift from investment banking to an operator role driven by problem-solving. Aneal emphasizes the pivotal role of data in strategic decision-making, highlighting the need for focused prioritization in growing businesses. Gain insights into the evolving CFO landscape, the importance of change management in data utilization, and how companies can navigate the journey of leveraging data consistently for impactful growth.

    33 min
  3. Creating a Collaborative Finance Culture | Ian Charles

    10/13/2023

    Creating a Collaborative Finance Culture | Ian Charles

    Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Ian Charles, CFO of Filevine, sat down to discuss the roles within the office of the CFO and how they align towards common goals as well as the company's value system. Tune in and hear tips and tricks for how finance teams can build a collaborative culture.

    16 min

  4. 09/05/2023

    Navigating Growth, Detail & Data Integrity in Private Equity | Jonathan Blythe

    Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Jonathan Blythe, Group CFO of Collingwood Lighting, sar down for a brief chat to discuss the challeneges and rewards of accelerated operations, growth-focused strategies, and data integrity. Tune in and hear how private equity is reshaping traditional business models for greater agility and success.

    13 min
  5. A CFO's Guide to SaaS Success | Ben Murray

    07/28/2023

    A CFO's Guide to SaaS Success | Ben Murray

    On this episode, Rowan and Ben Murray, Founder of The SaaS CFO, explore the complexities of the SaaS industry and shed light on the importance of setting key metrics and benchmarks to ensure sustainable business growth and success. Discover how finance teams function as a driving force within a SaaS company and explore cutting-edge tools and innovations reshaping the Finance landscape and revolutionizing how SaaS companies operate.

    30 min
  6. The Power of Leveraging Community | Chris Argent

    06/23/2023

    The Power of Leveraging Community | Chris Argent

    On this episode, Rowan Tonkin sits down with Chris Argent of GENCFO to discuss the importance of leveraging communities for finance and accounting professionals. Tune in to learn how to utilize communities as a source of wisdom, the importance of actively engaging, participating and giving value to members, how to strike a balance between community size and effectiveness to ensure meaningful interactions and manageable conversations, and more.

    37 min
  7. ESG and the Office of the CFO | Anders Liu-Lindberg

    03/10/2023

    ESG and the Office of the CFO | Anders Liu-Lindberg

    On this episode, Anders Liu-Lindberg of Business Partnering Institute takes a deep dive on ESG (environmental, social, and governance) and its impact on the Office of the CFO and the business. Tune in to hear Anders' thoughts on why the Office of the CFO should be proactive about ESG efforts and look for opportunities to create value, how it can play a role in shaping a profitable business that also leaves a positive impact on the world, why ESG should be a business-wide initiative, and more.

    37 min
  8. Finance: The Nervous System of the Business | Jeremy Foster

    11/18/2022

    Finance: The Nervous System of the Business | Jeremy Foster

    Jeremy Foster, CFO at Talroo, describes the finance function as the “nervous system” of the business. He has a track record of joining companies during times of growth and change, and is tasked with helping them scale in a healthy, sustainable way. How? By developing a unique set of KPIs that function for the business and its product lines, delivering timely information that's relevant and useful for decision-making, and staying in constant communication in order to respond to changing market conditions. Like a nervous system, sending the right signals from the finance team to the right stakeholders keeps the company healthy and focused on strategies for success. Tune in to the full episode to learn more.

    36 min
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    4.4
    out of 5
    53 Ratings

    About

    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.

    Information

    • Creator
      Planful Inc.
    • Years Active
      2020 - 2024
    • Episodes
      50
    • Rating
      Clean
    • Copyright
      © 2021
    • Show Website
      Being Planful

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