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. ...
Jan 19, 2024•39 min•Season 1Ep. 54
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 consi...
Dec 22, 2023•33 min•Season 1Ep. 53
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.
Oct 13, 2023•16 min•Season 1Ep. 52
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.
Sep 05, 2023•13 min•Season 1Ep. 51
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.
Jul 28, 2023•30 min•Season 1Ep. 49
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.
Jun 23, 2023•37 min•Season 1Ep. 48
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....
Mar 10, 2023•37 min•Season 1Ep. 47
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 co...
Nov 18, 2022•36 min•Season 1Ep. 46
Take a deep dive into all things company culture with Erik Nakamura, CFO at Orange Comet. In this episode, Erik shares his thoughts on a CFO’s role in defining culture, how focusing on diversity, equity and inclusion leads to innovation, and why treating your people how THEY want to be treated will drive success across your organization.
Sep 26, 2022•38 min•Season 1Ep. 45
In this episode, Rowan sits down with Ian Schnoor, President and Founder at The Marquee Group & Executive Director at the Financial Modeling Institute. Ian has been teaching financial modeling for over two decades, and he shares all the ins-and-outs, best practices, and tips for how finance can start leveling up their financial modeling. Tune in to hear Ian’s insight on communicating and storytelling through financial models, common faults in modeling and how to overcome them, how to start b...
Sep 08, 2022•34 min•Season 1Ep. 44
Pssst! Don't tell Rowan, but Chris and Glenn went rogue and recorded an episode onsite at Planful Perform in Vegas without him! We're talking a lot about collaboration, AI/ML, and performance at our user conference. Tune in to hear Chris and Glenn's thoughts on these topics.
May 25, 2022•28 min•Season 1Ep. 43
On this episode, Rowan, Chris and Glenn talk all things Planful Perform, our user conference for finance and accounting taking place from May 23-25 in Las Vegas. The theme for this year’s event is “Better, Together.” Tune in to hear what it means to be better together, the value you’ll achieve by attending, which sessions Rowan, Chris and Glenn are most excited for, and much more. Like what you hear? It's not too late to save your seat for the most impactful user conference of the year at planfu...
May 10, 2022•35 min•Season 1Ep. 42
What does it mean to be a “future ready finance” organization? Steve Player, Managing Director of Future Ready Finance, shares his thoughts on this episode of Being Planful. Tune in to hear how you can make the shift to becoming “future ready”, why doing so will bring value to your organization, how to gain agility and the ability to better course correct, and much more.
May 06, 2022•38 min•Season 1Ep. 41
It's another FP&A Fridays, and this time around Rowan and Chris share valuable advice for finance, accounting and FP&A professionals who are considering or are in the process of making a career shift. Whether it's a role change, a new company, a different industry, or a transition into leadership, Rowan and Chris advise listeners to zero in on the "why" behind the desire for change, and to ensure that it aligns with their long term "whys", too.
Mar 18, 2022•25 min•Season 1Ep. 40
Setting expectations is a crucial part of every job, but let’s talk about why it’s perhaps even more important in Finance. On this week’s episode of FP&A Fridays, Rowan, Chris and Glenn share their thoughts on setting expectations when starting a new role, leveling expectations with your partners in the business, overcoming misaligned expectations, and more.
Dec 17, 2021•43 min•Season 1Ep. 39
On this episode of Being Planful, Rowan speaks with Michael Zambetti, Manager, Finance & Data Analytics at National DCP, LLC, about finding value in your whitespace. Tune in to hear how Michael wound up with a finance and data analytics title, his thoughts on getting in tune with your data, how to leverage automation to gain time for real value add, what it's like in a data analytics environment and how to acquire a data analytics skillset, and much more.
Dec 10, 2021•36 min•Season 1Ep. 38
"Every day is a school day". On this episode of FP&A Fridays, Rowan and Glenn share tips and tricks for staying up-to-date with all of the latest finance and accounting trends. Tune in to hear their insights on where you can look to pull inspiration and find new learnings, how to engage with your community to help you remain current, and the importance of always staying curious.
Nov 19, 2021•28 min•Season 1Ep. 37
On this episode of "FP&A Fridays", Rowan, Chris and Glenn take a deep dive into measuring the Office of the CFO. Find out the how they measure the value of finance and accounting, the importance of accuracy in your planning and forecasting, how to seek and apply feedback from your partners in the business, and tips for alleviating friction with other teams.
Oct 08, 2021•34 min•Season 1Ep. 36
LIVE from Planful Perform 2021, our virtual event for finance and accounting! Rowan, Chris and Glenn answer questions from our virtual attendees in a free-form Q&A format. Tune in to on the Being Planful podcast to hear their thoughts on how business partners can improve the FP&A function in their work, how to create growth opportunities in FP&A within a small company, and their personal stories of failures and learnings.
Sep 22, 2021•33 min•Season 1Ep. 35
Finance and accounting are better together. On this round of “FP&A Fridays”, Rowan, Chris and Glenn talk about connecting the office of the CFO through these two houses. Tune in to find out how doing this adds value and creates harmony in the business, what a high performance accounting team looks like, how to get finance and accounting speaking the same language, and much more.
Sep 03, 2021•51 min•Season 1Ep. 34
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.
Aug 31, 2021•45 min•Season 1Ep. 30
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.
Aug 31, 2021•40 min•Season 1Ep. 33
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.
Jul 17, 2021•52 min•Season 1Ep. 32
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.
Jun 28, 2021•1 hr•Season 1Ep. 29
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.
Jun 24, 2021•54 min•Season 1Ep. 26
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.
Jun 23, 2021•46 min•Season 1Ep. 25
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.
Jun 07, 2021•57 min•Season 1Ep. 24
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.
May 31, 2021•58 min•Season 1Ep. 23
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.
May 25, 2021•58 min•Season 1Ep. 22
How can FP&A be a better strategic partner to the business? Tune in to hear Glenn Snyder, Head of FP&A at Global Growth Holdings, share how to find the balance between FP&A and strategy, how Finance can be proactive in their partnerships within the business, and maintaining empathy.
May 19, 2021•48 min•Season 1Ep. 21
