Planful

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.

Kevin Zell

Senior Manager of Strategic Finance @ Carta

Managing High Growth | Kevin Zell

"Every day is a school day". On this episode of FP&amp;A Fridays, Rowan and Glenn share tips and tricks for staying up-to-date with all of the latest finance and accounting trends. Tune in to hear their insights on where you can look to pull inspiration and find new learnings, how to engage with your community to help you remain&nbsp;current, and the importance of always staying&nbsp;curious.

Glenn Snyder

Industry Expert

"Every day is a school day". On this episode of FP&A Fridays, Rowan and Glenn share tips and tricks for staying up-to-date with all of the latest finance and accounting trends. Tune in to hear their insights on where you can look to pull inspiration and find new learnings, how to engage with your community to help you remain current, and the importance of always staying curious.


How to Keep Current - FP&A Fridays

On this episode of "FP&amp;A Fridays", Rowan, Chris and Glenn take a deep dive into measuring the Office of the CFO. Find out the how they measure the value of Finance and Accounting, the importance of accuracy in your planning and forecasting, how to seek and apply feedback from your partners in the business, and tips for alleviating friction with other teams.

Chris Ortega

Senior Director, Global Finance @ Emarsys

Measuring the Office of the CFO - FP&A Fridays

LIVE from Planful Perform 2021, our virtual event for finance and accounting! Rowan, Chris and Glenn answer questions from our virtual attendees in a free-form Q&amp;A format. Tune in to on the Being Planful podcast to&nbsp;hear&nbsp;their thoughts on how business partners can improve the FP&amp;A function in their work, how to create growth opportunities in FP&amp;A within a small company, and their personal stories of failures and learnings.

Ask The Experts Anything - FP&A Fridays LIVE from Planful Perform 2021

Finance and accounting are better together. On this round of “FP&amp;A Fridays”, Rowan, Chris and Glenn talk about connecting the office of the CFO through these two houses. Tune in to find out how doing this adds value and creates harmony in the business, what a high performance accounting team looks like, how to get finance and accounting speaking the same language, and much more.

Senior Director, Global Finance at Emarsys

Connecting The Dots Between Finance & Accounting - FP&A Fridays

Interested in taking a deep dive into the ins-and-outs of blockchain? Curious how crypto gets its value? Prepare to have all of your questions answered by Daniel Eyre, CEO of Blockchange. Tune in to find out the benefits of investing in cryptocurrency, the impact that holding a lot of bitcoin has on organizations, why finance and accounting should be thinking about the future of blockchain, and a whole lot more.

Daniel Eyre

CEO, Blockchange

Crypto and Blockchain: The Future of Finance | Daniel Eyre

Part 2 of how to manage high performers in FP&amp;A. This time, Rowan, Chris and Glenn share how to manage “go-getters”, delegating vs abdicating, setting “goalposts” so that high performers can score, and how to cope when a high performer on your team moves on.Like what you hear? Then join us LIVE from Clubhouse, Fridays at 10am PT/1pm ET

Building Confidence in High Performers - FP&A Friday, LIVE from Clubhouse

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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.

Managing High Growth | Kevin Zell

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Today's Host

Rowan Tonkin

Today's Guests

Kevin Zell

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