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An exploration of the best practices and approaches that are helping financial planning and analysis professionals transform industries and organizations at large.

  1. All Episodes
  2. 2021

Ep 6: The Speed of Trust

Dec 29, 2021

Steve and Jack discuss how building trust may be an FP&A professional’s greatest skillset. Featuring commentary and FP&A insights from Planning Aces: CFO Puneet Pamnani of KORE Wireless, CFO Robert Alvarez of BigCommerce & CFO Dave Bernhardt of SentinelOne.

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Ep 5: Planning's Longest Yard

Nov 27, 2021

Steve and Jack discuss FP&A's 100-year march. Featuring commentary and FP&A insights from Planning Aces: CFO Kurt Shintaffer of Apptio CFO Jim Morgan of CallRail & CFO Daniel O'Shaughnessy of FormLabs.

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Ep 4: When FP&A Becomes a Business Function

Oct 29, 2021

Steve & Jack discuss planning’s crunch time in the 4th quarter and the operationalization of FP&A inside different business functions. Featuring FP&A Insights & Commentary from Planning Aces: Sameer Ralhan, CFO, The Chemours Company, Chris Kuehn, CFO, Trane Technologies,  Laurence Capone, CFO, Pipedrive. Akash...

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Ep 3: Making Your Next FP&A Hire

Sep 17, 2021

Steve & Jack talk FP&A hiring and the challenges related to managing people spread across an organization. Featuring FP&A Insights & Commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case,  Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse.

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Ep 2: Evolving Your Metrics, A Wall Street Point of View

Aug 13, 2021

Steve and Jack discuss how FP&A functions vary in size and mission, private vs public metrics, “decomposing” your metrics.  Featuring FP&A Insights & Commentary from Planning Aces Ross Tennenbaum, CFO, Avalara, Waifa Chau, CFO, Nylas Brad Kinnish, CFO, Aryaka.

 

 

This Episode Features FP&A Insights &...

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