Planful

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 to one-another that they were always meant to be.

Peter Mahoney

CEO of Plannuh

Aligning Finance and Marketing | Peter Mahoney

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Planful Perform

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.

Being Planful

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Jonathan Blythe, Group CFO of Collingwood Lighting, sar down for a brief chat to discuss the challeneges and rewards of accelerated operations, growth-focused strategies, and data integrity. Tune in and hear how private equity is reshaping traditional business models for greater agility and success.

Jonathan Blythe

Group CFO, Collingwood Lighting

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Jonathan Blythe, Group CFO of Collingwood Lighting, sar down for a brief chat to discuss the challeneges and rewards of accelerated operations, growth-focused strategies, and data integrity. Tune in and hear how private equity is reshaping traditional business models for greater agility and success. 


Navigating Growth, Detail & Data Integrity in Private Equity | Jonathan Blythe

On this episode, Rowan and Ben Murray, Founder of The SaaS CFO, explore the complexities of the SaaS industry and shed light on the importance of setting key metrics and benchmarks to ensure sustainable business growth and success. Discover how finance teams function as a driving force within a SaaS&nbsp;company&nbsp;and explore cutting-edge tools and innovations reshaping the Finance landscape and revolutionizing how SaaS companies operate.

Ben Murray

Founder, The SaaS CFO

A CFO's Guide to SaaS Success | Ben Murray

On this episode, Rowan Tonkin sits down with Chris Argent of GENCFO to discuss the importance of leveraging communities for finance and accounting professionals. Tune in to learn how to utilize communities as a source of wisdom, the importance of actively engaging, participating and giving value to members, how to strike a balance between community size and effectiveness to ensure meaningful interactions and manageable conversations, and more.

Chris Argent

Founder, GENCFO

The Power of Leveraging Community | Chris Argent

On this episode, Anders Liu-Lindberg of Business Partnering Institute takes a deep dive on ESG (environmental, social, and governance) and its impact on the Office of the CFO and the business. Tune in to hear Anders' thoughts on why the Office of the CFO should be proactive about ESG efforts and look for opportunities to create value, how it can play a role in shaping a profitable business that also leaves a positive impact on the world, why ESG should be a business-wide initiative, and more.

Anders Liu-Lindberg

Partner & Chief Commercial Officer, BPI

ESG and the Office of the CFO | Anders Liu-Lindberg

Jeremy Foster, CFO at Talroo, describes the finance function as the “nervous system” of the business. He has a track record of joining companies during times of growth and change, and is tasked with helping them scale in a healthy, sustainable way. How? By developing a unique set of KPIs that function for the business and its product lines, delivering timely information that's relevant and useful for decision-making, and staying in constant communication in order to respond to changing market conditions. Like a nervous system, sending the right signals from the finance team to the right stakeholders keeps the company healthy and focused on strategies for success. Tune in to the full episode to learn more.

Jeremy Foster

CFO at Talroo

Finance: The Nervous System of the Business | Jeremy Foster

Take a deep dive into all things company culture with Erik Nakamura, CFO at Orange Comet. In this episode, Erik shares his thoughts on a CFO’s role in defining culture, how focusing on diversity, equity and inclusion leads to innovation, and why treating your people how THEY want to be treated will drive success across your organization.

Erik Nakamura

CFO at Orange Comet

Driving Company Culture as a CFO | Erik Nakamura

In this episode, Rowan sits down with Ian Schnoor, President and Founder at The Marquee Group &amp; Executive Director at the Financial Modeling Institute. Ian has been teaching financial modeling for over two decades, and he shares all the ins-and-outs, best practices, and tips for how finance can start leveling up their financial modeling. Tune in to hear Ian’s insight on communicating and storytelling through financial models, common faults in modeling and how to overcome them, how to start building dynamic, scalable models, and much more.

Recent Episodes

SEASON 1

Navigating Growth, Detail & Data Integrity in Private Equity | Jonathan Blythe

A CFO's Guide to SaaS Success | Ben Murray

The Power of Leveraging Community | Chris Argent

ESG and the Office of the CFO | Anders Liu-Lindberg

Finance: The Nervous System of the Business | Jeremy Foster

Driving Company Culture as a CFO | Erik Nakamura

Level Up Your Financial Modeling | Ian Schnoor

About The Show

Being Planful

Rowan Tonkin

CMO, Planful