The EPM Show: All Things Enterprise Performance Management

What’s happening in the EPM talent market? What do the most recent developments in AI and ChatGPT mean for EPM? And what does AI mean for my career? Blake & Chad jam on these topics and give you 3 keys to take advantage of the opportunity AI can present for you. This show is powered by CoThryve – the firm that helps EPM professionals grow their career. Visit all pertinent links + find out how...

Bob Mahr and Dan Bredahl are the Managing Directors at Arete EPM. They’ve built a very successful team with an office in Hanoi Vietnam. The join host Chad Pyke to talk about what it takes to build a high-performing team across two continents. In this episode you’ll learn: → How working globally can ultimately be an advantage for your clients. → Strategies for attracting and developing EPM consulta...

Ryan DuBiel is the Global Anaplan Practice Leader for Slalom Consulting and comes from a non-traditional background. He joins hosts   Blake Bozarth  &  Chad Pyke to talk about leveraging a non-traditional background in EPM consulting & how to become an elite consultant. In this episode you’ll learn: → The importance of pathological curiosity & asking dumb questions → Whe...

Steve Piotraczk has had a storied career in the ERP and EPM world, now serving as the Chief Revenue Officer at Argano. He joins hosts  Blake Bozarth  &  Chad Pyke  to talk about what's happening in the mid-market and drops some career nuggets along the way. In this episode, you'll learn: → How scalability and affordability have changed the game in the mid-market →&nbsp...

Pigment is a platform that is making waves and gaining major traction in the Planning & EPM space. Julien Lesaicherre, Head of Business at Pigment, joins hosts  Blake Bozarth  &  Chad Pyke  to talk about what Pigment is doing differently and what he sees as the biggest opportunities to serve companies and modelers better. In this episode, you'll learn: → What...

Jake Sachs, Solution Architect at Roseburg Forest Products and Mir Borishkevich, our guest co-host, join Chad Pyke for our first session of our new “Let’s Get Technical” series focused on EPM use cases and best practices. In this episode you’ll learn: → How Roseburg used a cost to serve model to increase profitability transparency for their 30K+ SKUs in a cyclical commodities market → How Jake led...

Sam Kubek of Spaulding Ridge joins Chad Pyke  to talk about how Artificial Intelligence is progressing in EPM. In this episode, you'll learn: –> What ChatGPT means for EPM –> How leading companies will approach AI in the planning and forecasting realm –> What you can do to stay ahead of the curve on AI This show is powered by CoThryve – the firm that helps EPM professionals grow thei...

Jonathan Morgan of Palo Alto Networks joins hosts  Blake Bozarth  &  Chad Pyke  to talk about what it looks like to expand a planning tool from one-off use cases to synchronized enterprise adoption. In this episode, you'll learn: –> The origin story of Palo Alto bringing in a new EPM platform –> Use cases for Anaplan including leveraging Anaplan's new optimizer model...

Hosts  Blake Bozarth  &  Chad Pyke  speak with Brittany Martino who has an impressive background in consulting, corporate FP&A, and is now well on her way to becoming a bonafide Anaplan Solution Architect with Allitix. She drops nuggets in this episode including: –> Why you should understudy multiple Solution Architects –> The importance of stating your intentions...

What does economic weirdness mean for EPM professionals? How much are Anaplan and EPM professionals making and how would a potential recession affect compensation?   Blake & Chad jam on this topic and talk about how they’d advise college graduates in today’s market.    This show is powered by CoThryve – the firm that helps EPM professionals grow their career.   Visit all th...

Stephanie Weiland is the Director of Strategic Finance at Genoa Healthcare and an EPM/finance veteran. She’s been featured on Anaplan panels and has added massive value to the ecosystem over her 10+ years in the industry. She shares her views on how to succeed as a business partner and grow your influence. In this episode you’ll learn: → How to build credibility and gain influence with business pa...

Jonathan Balkin founded Lionpoint Group in 2014, and it's now a 250 person consultancy and an Anaplan Gold partner. He shares his views on the EPM industry and keys to growing a successful career. In this episode, you'll learn: –> If you want to grow your career in data / tech, you need to be able to sell ideas and have strong soft skills (what this looks like) –> How certain platform a...

Heard of the term "Business Intelligence?" Howard Dresner coined it, and he's our featured guest. He shares what it means to become hyper-decisive, and in this episode you'll learn: –> What "Information Democracy" is all about and how much further organizations have to go to get more eyes on the data –> The key to becoming hyper-decisive in today's economy (analysis paralysis kills) –> Wh...

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...

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 h...

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 Appl...

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 s...

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...

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 t...

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...

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 manageme...

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 a...

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.

What's it take to become a Master Anaplanner? Stacey Brooks' career went to a new level when she discovered Anaplan and went ALL IN. She went from financial analyst to leading an Anaplan Center of Excellence (COE) as a Master Anaplanner and now runs the Master Anaplanner program at Anaplan. Learn what holds model builders back from growing in their career and get insights on what separates technic...

Welcome to The EPM Show! This episode kicks it off and lets you know what to expect from the show. You'll hear from hosts Blake Bozarth and Chad Pyke about why we're bullish on EPM as a career, who this show is for, plus get a teaser of what's to come. This show is powered by CoThryve – the firm that helps EPM professionals grow their career.