Being Planful

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.

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.

In this episode Rowan talks to Bryan Lapidus, FP&A Practice Director, 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.

In this episode with Ventana research analyst Robert Kugel, he and Rowan discuss 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, and key steps to building agility and continuity with Continuous Planning

Next generation FP&A leaders are emerging everyday, and they’re ready to transform their organizations from finance out. Chris Ortega, CEO of Fresh FP&A (Director of Finance, Americas for Emarsys at the time this episode was recorded) 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.

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 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.