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.

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.

In this episode, Rowan sits down with Ian Schnoor, President and Founder at The Marquee Group & 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.

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.

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.

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.

It's another FP&A Fridays, and this time around Rowan and Chris share valuable advice for finance, accounting and FP&A professionals who are considering or are in the process of making a career shift. Whether it's a role change, a new company, a different industry, or a transition into leadership, Rowan and Chris advise listeners to zero in on the "why" behind the desire for change, and to ensure that it aligns with their long term "whys", too.

Setting expectations is a crucial part of every job, but let’s talk about why it’s perhaps even more important in Finance. On this week’s episode of FP&A Fridays, Rowan, Chris and Glenn share their thoughts on setting expectations when starting a new role, leveling expectations with your partners in the business, overcoming misaligned expectations, and more.

On this episode of Being Planful, Rowan speaks with Michael Zambetti, Manager, Finance & Data Analytics at National DCP, LLC, about finding value in your whitespace. Tune in to hear how Michael wound up with a finance and data analytics title, his thoughts on getting in tune with your data, how to leverage automation to gain time for real value add, what it's like in a data analytics environment and how to acquire a data analytics skillset, and much more.

"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.