Planful

Kevin Zell, Senior Strategic Finance Manager at Carta, shares how the Carta team was able to shift from a manual, spreadsheet based approach to using the Planful platform to help manage the company's growth.

Kevin Zell

Senior Manager of Strategic Finance @ Carta

Managing High Growth | Kevin Zell

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.

Ian Schnoor

President and Founder at The Marquee Group & Executive Director at the Financial Modeling Institute

Level Up Your Financial Modeling | Ian Schnoor

Pssst! Don't tell Rowan, but Chris and Glenn went rogue and recorded an episode onsite at Planful Perform in Vegas without him! We're talking a lot about collaboration, AI/ML, and performance at our user conference. Tune in to hear Chris and Glenn's thoughts on these topics.

Chris Ortega

CEO, Fresh FP&A

Glenn Snyder

Industry Expert

Performance, AI/ML and Collaboration | FP&A Fridays

On this episode, Rowan, Chris and Glenn talk all things Planful Perform, our user conference for finance and accounting taking place from May 23-25 in Las Vegas. The theme for this year’s event is “Better, Together.” Tune in to hear what it means to be better together, the value you’ll achieve by attending, which sessions Rowan, Chris and Glenn are most excited for, and much more. Like what you hear? It's not too late to save your seat for the most impactful user conference of the year at planful.com/perform.

Industry expert

CEO of Fresh FP&A

Planful Perform: Better, Together | FP&A Fridays

What does it mean to be a “future ready finance” organization? Steve Player, Managing Director of Future Ready Finance, shares his thoughts on this episode of Being Planful. Tune in to hear how you can make the shift to becoming “future ready”, why doing so will bring value to your organization, how to gain agility and the ability to better course correct, and much more.

Steve Player

Managing Director of Future Ready Finance

Getting Finance Future Ready | Steve Player

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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.

Managing High Growth | Kevin Zell

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Today's Host

Rowan Tonkin

Today's Guests

Kevin Zell

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