Being Planful

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 ...more

Latest Episodes


November 18, 2020 00:26:51
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Empathy in FP&A | Stacy Brown

What do we benefit from focusing on empathy and understanding in the world of FP&A? Hear from Stacy Brown, Senior Manager 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-Identifying priorities in FP&A technology as a team, not as an individual ...



November 02, 2020 00:35:18
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From M&A to FP&A | Keith Kim

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.  ...



October 21, 2020 00:48:07
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Leveraging FP&A for Growth | Carl Seidman

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 resources for growth. Carl and host Rowan Tonkin discuss the variations in continuous planning mindsets amongst companies of different sizes, making shifts in company culture that support the growth of the business, and upskilling vs empowering your finance team. ...



October 07, 2020 00:37:58
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Predictions for modern FP&A | Bryan Lapidus, FP&A

In this episode Rowan talks Bryan Lapidus, Director of FP&A, 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. ...



September 02, 2020 00:34:59
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Building business advantage | Rob Kugel

In this episode with Ventana research analyst Robert Kugel, you will learn. The new normal for business planning and decision-making The role of integrated business planning in supporting a hybrid remote/in-office workforce How to make digital transformation a top priority for your business Key steps to building agility and continuity with Continuous Planning ...



August 05, 2020 00:37:21
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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 2.0, and how emerging finance leaders can leverage technology to move to finance led partnership and advisory. ...