To grow efficiently businesses must have legibility across the organization, explains Airtable CFO Ambereen Toubassy, who tells us legibility can only be achieved by having everyone throughout the business using the same metrics. Along the way, Toubassy says finance leaders must ensure their organization’s data capture is being conducted correctly and consistently. It may sound easy, but […]
Experiencing a Planning Inflection Point at Salesforce | Evan Goldstein, CFO, Seismic
CFO GUEST: Evan Goldstein of Seismic EPISODE: #848 The People, the Mission, and the Innovation
Optimizing How R&D Dollars are Spent | Ross Muken, CFO, Sophia Genetics
GUEST CFO: Ross Muken of Sophia Genetics EPISODE: #842: Realizing the Potential of Data at Scale
Let’s Put an End to “Dumb Spend” | David Bedell, CFO, Lendio
CFO GUEST: David Bedell of Lendio EPISODE: #818: Breaking Finance’s “Glass Wall”
830: Riding the Winds of Technology Convergence | Sandra Rowland, CFO, Xylem
Ep 14: Let RPA Lead Rather Than Replace
Steve and Jack discuss how the FP&A realm is becoming a world where data expertise and insights are as widely sought after as traditional budgeting and forecasting skills. Meanwhile, Steve urges finance professionals to take an enlightened view of robotic process automation (RPA). Rather than replace the work of humans, the adoption of RPA offers […]
Keep it Simple: “That One Metric” | Pat Dillon, CFO, Freight Flock
CFO Guest: Pat Dillon of Flock Freight Episode: #826: Along the CFO Continuum | Pat Dillon, CFO, Flock
FP&A and the Food Chain of Finance Learning | eBook
About ProphixProphix helps mid-market companies achieve their goals more successfully with innovative, cloud-based Corporate Performance Management (CPM) software. With Prophix, finance leaders improve profitability and minimize risk by automating budgeting, forecasting, and reporting and puts the focus back on what matters most – uncovering business opportunities. www.prophix.com
FP&A and the Food Chain of Finance Learning | eBook
Seven CFOs reveal how people development and collaboration top their list of planning priorities. Download the eBook
Ep 13: From Euphoria to ‘Uh-oh!
Steve and Jack discuss how pricing strategy has increasingly become top of mind for finance leaders as businesses become more responsive to customer behaviors, and Steve reflects on the virtues of time travel and how by asking finance leaders to reflect on their past experiences we enjoy a front row seat to view those experiences […]
Planning Aces – July Preview | Mike Milotich, CFO, Marqeta
Ep 12: Achieving a More Agile Finance Function | A Planning Aces Episode
Steve and Jack discuss how growing concerns about a possible economic recession are helping fuel CFO aspirations for creating a more agile finance function, and Steve reflects on how different career experiences and backgrounds influence how CFOs lead and make business decisions. Featuring commentary and FP&A insights from Planning Aces: CFO David Barnes of Trimble, […]