Being Planful

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Being Planful is the show for FP&A leaders, and planning experts. 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.
Brought to you by Planful of Being Planful

Latest Episodes…

  1. Next generation FP&A | Chris Ortega

    Next generation FP&A leaders are emerging everyday, and they’re ready to transform their organizations from finance out.   Chris Ortega, Director of Finance, Americas for Emarsys is one of those leaders.   Rowan and Chris talk through how to lead transformation through finance, the key principles of FP&A ...

    2020-08-05

  2. Current trends in planning | Howard Dresner

    We are 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. ...

    2020-07-07

  3. Hitting a home run | Tim Zue

    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 the transition and how his team has expanded the use ...

    2020-07-07

  4. Managing high growth | Kevin Zell

    Kevin Zell, Strategic Finance Manager at Carta talks with Brian Martell at the Planful Virtual Tour about how Kevin and the Carta team were able to transform from a manual, spreadsheet based approach to using the Planful platform and help manage the growth that Carta has been experiencing. ...

    2020-07-07

  5. Introducing Being Planful

    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 ...

    2020-04-19