Being Planful

There’s no denying that the pandemic opened the door to a new level of empathy in business. Tune into this conversation with Zoe Cooke, Finance Director at Journey Further (formerly Commercial Finance Director at MiQ), and hear how she and her team made mental well-being a priority, learn her tips for handling burnout, and advice for maintaining mental health as a manager. Zoe also shares how FP&A can improve soft skills, and some insight into the worlds of advertising and e-commerce.

Interested in taking a deep dive into the ins-and-outs of blockchain? Curious how crypto gets its value? Prepare to have all of your questions answered by Daniel Eyre, Head of BITRIA (formerly CEO of Blockchange). Tune in to find out the benefits of investing in cryptocurrency, the impact that holding a lot of bitcoin has on organizations, why Finance and Accounting should be thinking about the future of blockchain, and a whole lot more.

Part 2 of how to manage high performers in FP&A. This time, Rowan, Chris and Glenn share how to manage “go-getters”, delegating vs abdicating, setting “goalposts” so that high performers can score, and how to cope when a high performer on your team moves on.

Take a deep dive with Rowan, Chris and Glenn on another FP&A Friday to uncover how to identify and nurture an "FP&A Superstar", as well as how to manage and motivate all levels of a team. Find out how becoming a leader that connects people to the mission of the business will help high performers shine brighter, and help you know when it's time to let those who aren't behind the purpose of the company move on.

How can FP&A make a big splash with special projects? What benefits and risks are associated, and how do we account for them? Tune in to this episode of FP&A Friday to hear Rowan, Chris and Glenn discuss their own experiences with special projects for FP&A and share tips on how to use them to access super powers for the business.

Marty Ostermiller, Chief Financial Officer at Dental Intelligence Inc., is the definition of a modern CFO. On this episode, Marty let’s us in on what a modern CFO does in their first 30, 60, and 90 days, how his RevOps experience helps him create efficiencies and get more strategic with his data, skill sets required in traditional finance vs modern finance, and much more.

Take a deep dive into structuring FP&A teams with Rowan, Chris and Glenn on this episode of FP&A Friday. How do you scale your FP&A team? What competencies should you be hiring for? And how do you build an FP&A team from scratch? Tune in for these answers and much more.

This round of "FP&A Friday", Rowan, Chris and Glenn take a deep dive into all things strategic planning. How do you guide strategic conversations? If you had extra money, how would you spend it? How can FP&A strategically plan for the next stage of the business? Tune in for these answers and much more.

On this round of “FP&A Friday”, Rowan, Chris and Glenn share how you can start building your FP&A persona. Tune in to hear their conversation on developing high performance habits, the different FP&A personas, how you can change your persona, and environment takers vs environment shapers.