Being Planful

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.

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.

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.

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.

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.

On this episode, Rowan, Chris and Glenn talk about hiring in FP&A. Tune in to learn how to set up a new hire for success, balancing the change that new hires will inevitably bring to the team, tips for identifying top talent, and much more.

On this episode of Being Planful, Rowan is joined by Paul Barnhurst, Director of Finance Sales Operations and Analytics, DigiCert, Inc., (formerly FP&A Director at Solera Inc.), for a conversation about finance and sales commissions. Tune in to hear Paul's experience with finance transformation, commission modeling, and partnering with sales and to create and course correct commissions plans.

This round of "FP&A Fridays", Rowan, Chris and Glenn dive into how FP&A can start creating and shaping a high performance culture within their organizations. Tune in to hear them discuss specific techniques to influence high growth culture, how high growth culture is tied to forecasting and scenario analysis, environment shapers vs. environment takers, and more.

Let's talk about HOW Finance can make a huge impact to the business. Join Rowan, Chris and special guest Glenn Snyder, Head of FP&A at Global Growth Holdings, on another "FP&A Friday" as they talk different structures and strategies for implementing processes, going from a tactical to strategic mindset, leveraging technology to free up time, and more.

On this episode, Rowan is joined by Co-Founder and Fractional CFO of TLTurner Group and host of the "Business Talk Library" podcast, Terrell Turner. Join Terrell on a journey through his finance career, from Fortune 500 companies to start-ups, and all the tips and tricks he learned along the way. How are finance teams in Fortune 500 and start-ups structured differently? How can finance pros levera...

How can leaders, businesses and Finance teams drive back office transformation? Rowan and Chris share their thoughts and experiences in another "FP&A Friday" - LIVE from Clubhouse, with special guest Glenn Snyder, Head of FP&A at Global Growth Holdings. Make sure you join the fun in real time - Fridays in Clubhouse at 10am PT | 1pm ET

This week on "FP&A Fridays", Chris and Rowan discussed using FP&A as a growth lever. Tune in to hear their thoughts on building organizational growth through technology, personal growth for finance professionals, and how to use Finance as a partner and strategic advisor to plan better and grow the business. Join the fun in real time on "FP&A Fridays" - LIVE from Clubhouse, Fridays at 1...

On this episode of Being Planful, Peter Mahoney, Founder and CEO of Plannuh, and podcast host Rowan Tonkin take a deep dive into the relationship between Marketing and Finance. What causes friction between these departments? How do we alleviate it? Tune in to hear their thoughts on how to get Finance and Marketing aligned, speaking the same language, and on track to becoming the strategic advisors...

Three words: Conflict creates change. Tune in to to hear Rowan and Chris lead a vulnerable discussion on how to use storytelling and failure to create impactful changes and drive growth across your business.

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...

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.

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 financ...

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 transformat...

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 c...

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 identifyi...

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.