Being Planful

What are the key differences in FP&A at companies of different sizes? In this episode, Carl Seidman, FP&A Advisor at Seidman Financial, offers his insight into how small to midsize organizations can leverage modern FP&A solutions for growth.

Carl and host Rowan Tonkin discuss the variations in continuous planning mindsets amongst companies of different sizes, making shifts in company culture that support the growth of the business, and upskilling vs empowering your finance team.

Kevin Zell, Senior Strategic Finance Manager at Carta, shares how the Carta team was able to shift from a manual, spreadsheet based approach to using the Planful platform to help manage the company's growth.

On this episode, we're 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.

On this episode, Jeff Ignacio, Sales Operations Lead, West, Amazon Web Services (formerly Head of Revenue and Growth Operations at Upkeep), takes us on a journey through his exciting career path. Tune in to find out about how his career as financial analyst lead him to Sales & Revenue Operations, and all the tips and tricks he learned along the way.

What do we benefit from focusing on empathy and understanding in the world of FP&A? Hear from Stacy Brown, Principal at UHY Consulting, as she and host Rowan Tonkin discuss empathizing with pain points to find the right technology and best practices for finance professionals and their organizations, using FP&A technology to create efficiencies and give people back their time, and identifying priorities in FP&A technology as a team, not as an individual.

How do you transition from being a master of M&A to a master of FP&A? Planful’s very own VP of Finance, Keith Kim, has the answers. From Salesforce, to LinkedIn, to Zendesk, to his new home at Planful; you won’t want to miss the tips, tricks, and best practices that Keith has accumulated throughout his diverse career in finance.

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