The EPM Show: All Things Enterprise Performance Management

Blake shares why you should prioritize building assets outside your day job with 3 examples. If interested in the Net Worth Newsletter + updates about free live sessions, visit www.blakebozarth.com.

Tom Dudack joins Chad Pyke on The EPM Show to share his insights on what it takes to be successful in the EPM space. Tom is a Senior Principal Customer Success Business Partner and FSI & BS Industry Captain at Anaplan. He has over 20 years of EPM experience and is an expert when it comes to helping organizations maximize their Anaplan investment. Tune into this episode to learn: → What the ide...

Sukumar Ramanathan has over 20 years of technology sales experience and is currently an RVP of Sales at Anaplan overseeing the west region. He and his team specifically support some of the world’s leading technology, media, and telecom companies. He joins Chad Pyke on the show to talk about his career journey. In this episode you’ll learn:  → The importance of repetition as a key for long term car...

Brett has built a successful career in FP&A and the Anaplan ecosystem. He currently serves as a manager at Cervello and is a Certified Master Anaplanner. He joined Chad Pyke on The EPM Show today to talk about how he approaches building great solutions in Anaplan for clients. Tune into this episode to learn:  → How to build a great foundation for a customer in Anaplan.  → What it means to do t...

Meredith is the Senior Managing Director of FP&A at Markel, a specialty insurance company. She has 20 years of experience across FP&A and business analytics and currently oversees the Anaplan COE at Markel. She joins Chad Pyke today to talk about Markel’s journey with Anaplan. In this episode you’ll learn:  → Why executive buy-in is critical to a successful Anaplan implementation.  → How M...

Garnier Silva has spent the last 18 years in the EPM industry and is leads the Americas team at Keyrus. He joins Chad Pyke on The EPM Show today to talk about leading international teams. In this episode you’ll learn:  → How Garnier successfully transitioned from individual contributor to a people leader.  → What it takes to lead teams well and how to know if it is the right next step for you. → W...

Kevin Moreno is the Anaplan Lead at Navan, a software development company in the travel industry. Prior to leading Anaplan at Navan, Kevin had a successful career as a consultant at both EY and Spaulding Ridge. He joins Chad Pyke today to share his insights on what it takes to succeed in the Anaplan ecosystem. In this episode you will learn: → How leading with context can help you make a massive i...

Joe van Bolderen is a career consultant and recently made the jump to start his own Anaplan implementation firm called VBCG, He joins Chad Pyke on the show today to talk about his journey and what he’s learned along the way. In this episode you will learn:  → How to set yourself up for success by aligning expectations with leadership.  → Joe’s new AI Anaplan assistant, Ana and how it can help you...

Nick Bermudez is the Anaplan Practice Lead at Embark Consulting. He spent time at a myriad of consulting firms in the Anaplan ecosystem before moving over to Embark to start their Anaplan practice. He joins Chad Pyke on The EPM Show today to share his journey from starting out as an SAP consultant to becoming a Master Anaplanner and Practice Lead. In this episode you will learn:  → What separates...

Robert Odonohue is the co-lead of the Anaplan COE at LinkedIn. He has been in the Anaplan ecosystem for 10 years having spent time as a consultant, inhouse at Anaplan, and leading COEs at top customers. In this episode you will learn:  → Core tenants for effective COE leadership. → How LinkedIn’s Anaplan COE is improving their project management approach. → How to make great decisions with incompl...

Steven Barry is the Director of Delivery at Cervello. He’s spent over a decade in the Anaplan ecosystem and has a tangible passion for helping EPM professionals advance their career. He joins Chad Pyke on The EPM Show to talk about failing upwards in your career.  In this episode you’ll learn:  → The importance of authenticity and self-awareness in maximizing your career potential.  → Why saying “...

Sean Brophy is the Head of Global Sales at Pigment. He’s a proven sales executive having lead high-performing teams at Tableau, Alteryx, and Mapbox. He joins Chad Pyke on The EPM Show to share his take on the EPM industry and how to build an impactful career. In this episode you’ll learn:  → The 5 “Ins” for impactful leadership. → Why knowing thyself is essential for making the most out of your ca...

Sourjya Rudra is an Anaplan Solution Architect and co-founder of PlanFlamingo Consulting. He’s been in the Anaplan ecosystem for the better part of a decade working for multiple Anaplan Global Strategic Partners before starting his own firm. In this episode you’ll learn: → How a non-traditional background can be a secret weapon in consulting. → What it’s like to make the entrepreneurial leap in th...

Matthew Dickerson leads the Anaplan COE at Jaguar Land Rover, one of the premier brands in the automotive industry. He spoke at the Anaplan Connect in the UK this year and joined Chad Pyke on The EPM Show to share some of the highlights from that event and how he's leading the COE at JLR through a critical season in the automotive industry. In this episode you'll learn: → The Anaplan COE&#...

Liran Edelist is a fractional executive, board advisor, entrepreneur in the EPM industry. He is the former President and VP of Customer Success at Jedox. Liran joins Chad Pyke on The EPM Show today to talk about:  → His unique approach to customer success.  → How aspiring leaders can grow their career faster by understanding their business.  → What to look for in high-potential, high-aptitude tale...

Billy Leigh is the Head of Strategy at Embark Consulting. He joins Chad Pyke today to talk about Embark’s new partnership with Anaplan and their unique approach to finance transformation, change management, and how they help consultants build amazing careers. In this episode you’ll learn:  → How finance transformation can help companies win the war for top talent. → Successful finance transformati...

Rohan Batra is the Global Head of Partnerships at Pigment and previously built a successful partnership program at Zuora. He joins Chad Pyke on The EPM Show to share his take on how to create successful partner ecosystems. In this episode you will learn:  → How a the partnership model ultimately benefits the customer. → The defining characteristics of a thriving partner ecosystem. → The core princ...

Einas Ibrahim is a Master Anaplanner, EPM consultant, and problem solver at heart. She joins Chad Pyke on The EPM Show to talk about how she develops great consultants as a Master Anaplanner. In this episode you'll learn: → How to measure success on a project based on the development of those you lead. → Being a great consultant goes beyond the technical skills and is dependent on “human skill...

Justin D'Onofrio is the Managing Director of Performance Management at Accordion. He’s been in the EPM space for over 15 years as a consultant and co-founder of Platform Specialists which he sold to Accordion in 2022. In this episode you’ll learn: → Why it’s important to keep people at the center of digital transformation. → How to listen well and push back to ultimately deliver great client e...

Anjali Chhajed is the Solutions Lead at Mass Mutual and she joins Chad Pyke today to talk about how to thrive through career transitions.  Her journey has been full of change that has helped her grow her career from a traditional finance role to moving into EPM consulting then to multiple customer roles from crypto to insurance. In this episode you’ll learn:  → How to grow your career at a custome...

Bhavik Vashi is the Managing Director of Asia Pacific at Carta and the FIRST repeat guest on The EPM Show. He now works with VCs and startup founders every day in addition to having a decade of experience under his belt at Anaplan. He returns to the show to talk about the future of EPM and what it takes to build a great career moving forward. Tune into this episode to learn: → What some of the new...

Zaf Kamar is the founder of Constellation, an Anaplan implementation partner, and has led 2 Anaplan practices at Gold partner firms. He joins Chad on the EPM Show to talk about values aware implementation. In this episode you will learn: → Why it’s important to incorporate a company’s values into digital transformation efforts. → How your company can truly exercise accountability, collaboration, a...

John Sanchez is a highly sought after corporate finance consultant and keynote speaker. He is the Managing Director of financial planning and training consultancy FPA Group, LLC with more than 20 years’ experience working at a top ten accounting firm and holding leadership positions at Fortune 500 companies. He joins host Chad Pyke to talk about how EPM professionals can accelerate their career by...

Zack Fennessy is the co-founder of Zenix Consulting and co-host of The Best Practice Podcast. He joins host Chad Pyke to talk about some of the trends they’re seeing in the marketplace today. In this episode you’ll learn: → How AI is changing customer expectations and the potential risks that come with it. → Why data integrations and structure are a critical part of the implementation process. → W...

Bhavik Vashi is the Managing Director of Asia Pacific at Carta and spent almost a decade at Anaplan. He started as a model builder and eventually moved on to lead all of Asia Pacific. He joins host Chad Pyke to talk about what it was like being at Anaplan in the early days as they built a new category in EPM and how he took smart risks in his career. In this episode you’ll learn: → How Anaplan wen...