The EPM Show: All Things Enterprise Performance Management

Paul Melchiorre is an EPM legend who quickly became a senior executive at SAP and later served as CRO and CEO at Anaplan. He's now an investor in next generation EPM technology like Pigment and Fintastic. 

In this episode you'll learn:

–> Which up and coming platforms are challenging the current industry leading platforms

–> Why software is not like wine (it does not get better with age)

–> What success looks like in the EPM mid-market, and why software is easier to scale UP than scale down

–> How to approach your career entrepreneurially so you never have to worry about your job as next generation tech makes certain roles and activities less valuable

–> What Paul likes about betting on up-and-coming EPM platforms and his predictions for the industry

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Hayli Hay is an Anaplan celeb, winning Anaplan Center of Excellence (COE) Leader of the Year. In this episode, you'll learn:

–> What it's like to stand up a COE from scratch and lead it to become one of the most successful in the Anaplan ecosystem

–> How to handle imposter syndrome when you're leading a team of technical experts

–> What it looks like to build consistency in delivery and how that drives more connected planning

–> How to win over stakeholders and manage change by setting expectations and leveraging WIIFY

–> Why you should be advocating for yourself and how to do it (decisions about your career growth are made in rooms that you're not in)

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Kait Chura is a Master Anaplanner with a non-traditional background. She has a fresh approach to storytelling that will help you grow your skills. In this episode, you'll learn:

–> How to creatively draw from books, movies, culture to storytell in your professional context in a way that helps people both understand and remember

–> What it looked like to transition from a retail job with Apple to a supply chain planning and EPM role

–> How Kait made the jump from the Anaplan consulting / partner world to an in-house customer role (and what she likes about it)

–> The biggest drivers to Kait's career success as a Master Anaplanner

–> Kait's 3 tips for someone interested in Anaplan and EPM (where to start)

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

What does $2 BILLION+ in growth for the EPM market mean for you? Spoiler alert: it's good news for EPM professionals.

We're using a new episode format (the "Jam Session") that features industry to headline to keep you in the know.

In this brief episode, we give an update on the show itself then hit on a recent report talking about BILLIONS in growth for the industry over the next few years.

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Chris Ortega is the freshest voice in FP&A out there. In this episode you'll learn:

– > The ABC's of Finance that every EPM pro should know

– > How to become a great storyteller that the business can't live without

– > The common mistake finance execs make when it comes to Transformation

– > How to retain your best finance talent

– > The future of FP&A and what those letters should really stand for

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Timmy Thomas is a certified Solution Architect at Groupon on his way to Master Anaplanner. In this episode, you'll learn:

– > How he transitioned from a more traditional FP&A role to an Anaplan specialized role

– > The advantages of working in-house with an Anaplan customer (contrast: see episode 6 with Travis San Pedro for advantages of working on Partner / Consulting side)

– > How to build credibility with business partners introducing new models / connected planning

– > What action has had the single biggest impact on his career growth and how you can do it too

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Travis San Pedro doesn't have a Finance background. He doesn't have a business degree either. But he's crushing it with an Anaplan Gold partner, and his career will never be the same since he discovered Anaplan and EPM.

In this episode, you'll learn:

– > Why Travis chose the PM vs. model builder route ... and why he still got his Anaplan Level 3 certification even though he's not actively model building

– > How he broke into Anaplan & the EPM space with a non-traditional background

– > Why you should stick to using the "Anaplan Way" methodology unless you like dumpster fires

– > What Travis likes about working on the partner and consulting side vs. in-house

– > Why implementing a post-mortem will elevate your EPM success

– > Why Pickleball will change your life (if you don't understand the pickleball craze, or if you do, there's some banter here you might enjoy)

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Gary Cokins is the Godfather of EPM. He's written books, spoken all over the world, and evangelized EPM for decades. And he's still got it!

In this episode, you'll learn:  

–> The 3 obstacles that keep companies from achieving their EPM vision / Finance Transformation  

–> Why the best leaders don't focus on having all the answers   

–> The crucial role middle management plays in leading UP to senior management in order to realize true EPM value  

–> His advice to early career EPM professionals  

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Visit all the pertinent links + find out how much Anaplan professionals are getting paid ($$$): https://linktr.ee/cothryve

Almost every company wants to do planning better, but some do it much better than others. What are the leading companies doing to win at EPM and Finance Transformation?

Our guest is Ray Curbelo, Senior Director of Strategic Growth at Anaplan. He's helped guide scores of companies as they upgrade their planning capabilities, and in this episode, you'll learn:  

–Why you can't win at EPM with an off-the-shelf tech solution

–How to answer the "Where do I start" question when investing in EPM  

–The biggest mistake companies make when initiating a Finance Transformation (and what to do instead)

–Why senior leader "change champions" are necessary, but not enough

–Why the EPM industry is resilient even when the economy gets weird

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.

Leading Solution Architects and Master Anaplanners can make 2 – 3X other model builders. What separates the most successful in the EPM space? In this episode, you'll get the 2 drivers that make all the difference.

This show is powered by CoThryve – the firm that helps EPM professionals grow their career.