Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]
768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell
Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
Listen to the Episode Below (00:59:03)
Ep 5: Planning’s Longest Yard
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.
747: Exposing Your Growth Drivers | Jim Morgan, CFO, CallRail
"Work quickly to find out what matters the most in the organization (for example, customer acquisition, pricing, product development, operational efficiency, M&A, et cetera) and make sure that you master this area of the business while also learning every other aspect of the organization." –Jim Morgan, CFO, CallRail It sounds counterintuitive, but the best big…
Listen to the Episode Below (00:44:59)
Ep 4: When FP&A Becomes a Business Function
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 Palkhiwala, CFO Qualcomm. Steve’s Upcoming Webinar: Drive results with agile corporate planning
ON LOCATION with Planful CEO Grant Halloran and Trintech President Darren Heffernan
Eighteen months after COVID microbes first began marching across the 50 states, business planning software developers have no shortage of business case examples to better expose the relevancy of their offerings. Still, not every customer door that swings open leads to an avenue for success, according to Grant Halloran, CEO of FP&A developer Planful of…
Listen to the Episode Below (00:50:07)
Ep 3: Making Your Next FP&A Hire
Steve & Jack talk FP&A hiring and the challenges related to connecting 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. Unedited Transcript Speaker 1:Hi, it’s Jack Sweeney, and I’m here with Steve player. […]
Ep 2: Evolving Your Metrics, Wall Street’s Point of View
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. Unedited Transcript Speaker 0 (0s): Hi, it’s Jack. And I’m here with Steve Player. Steve, you […]
718: An Appetite for Impact | Sean Mulloy, CFO, Level Ex, Inc.
"Whenever you face setbacks and failures, view these as what they are—an opportunity to learn and grow. While talent and skill are certainly important, the most important skill is resiliency." –CFO Sean Mulloy When asked when he knew that he wanted to become a chief financial officer, Sean Mulloy tells us that he knew from…
Listen to the Episode Below (00:28:31)
Ep 1: A Cut Above FP&A | Planning Aces
This Episode Features FP&A Insights & Commentary from: Chad Gold, CFO, SalesLoft Maria Manrique, CFO, O’Reilly Media Harmit Singh, CFO, Levi Strauss & Co. Andrew Kenny, CFO, Scoular Unedited Transcript This podcast has been made possible by Prophix software inside the financial planning and analysis realm. Long days often turn into long weeks for finance […]
708: Making FP&A Your Cross-Functional Glue | Waifa Chau, CFO, Nylas
Several actions proved key as Waifa Chau advanced from financial planning and analysis (FP&A) roles to chief financial officer positions. Collaborating with other functions, gaining an in-depth understanding of the overall business, and helping his colleagues to understand how FP&A benefits an organization have driven his success, says Chau, currently CFO with Nylas, Inc., a…
Listen to the Episode Below (00:42:49)
703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co.
When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often share a briefing document that features a front page bearing the heading “What’s Working and What’s Not.” “It’s more difficult to understand what’s not working, and it’s the ‘What’s not’ that…
Listen to the Episode Below (00:44:53)