Planful

Join us for a friendly chat between marketing and finance leaders as they explore the challenges and friction across their roles and groups. You’ll learn about the concerns each department has with their counterparts and how to build trust between the two. You’ll walk away with valuable tips from both groups you can take back to achieve common goals, improve communication, and build a more productive and successful joint team.

Dan Fletcher

CFO, Planful

Rowan Tonkin

CMO, Planful

A Candid Conversation Between CMO & CFO

Planful’s CEO, Grant Halloran, and Chief Technology Officer, Sanjay Vyas, share Planful’s approach to product innovation, the importance of removing friction from financial processes inside and outside the Office of the CFO, and game-changing product enhancements coming soon.

Sanjay Vyas

Chief Technology Officer, Planful

Grant Halloran

CEO, Planful

Product Keynote: Innovations To Make Every Player an MVP

Every part of the business needs real-time access to forecasts to meet performance targets, especially in today's fast-paced environment. But it can be challenging to communicate effectively when each team consumes information differently. Join Grant Brooks, Director of Corporate Finance at FIGS, as he shares his experience using Planful Spotlight to create a powerful workstream that keeps departments aligned with their forecasts and performance expectations.

From the GL Lines to the Front Lines: Meeting Leaders Where They Are | Grant Brooks

Workforce planning is an ever-evolving function of finance, and the ability to collaborate with partners across the business partners is pivotal to creating a successful workforce planning strategy. Join Luis Martinez Luna, Principal FP&amp;A Analyst at Rocket Software, to learn how his team uses Planful to make more data-driven decisions and identify potential workforce gaps. He'll also provide tips and tricks to help you work with your business colleagues to develop workforce planning strategies proactively

Luis Martinez Luna

Principal Financial Analyst, FP&A, Rocket Software

Launching Workforce Planning Beyond Budgeting: How Rocket Software Created a Successful Workforce Strategy Amidst Uncertainty

Zappos is in the final phases of transitioning from its previously flat corporate structure to a more traditional financial and organizational hierarchy. Join Jeremy Mann, Director of Finance and Technology at Zappos, as he explains how Zappos is using Planful to replace decentralized and inefficient workstreams with structured processes that enable easier reporting and more effective controls. He'll also cover how Zappos continues to improve collaboration, version control, and reporting automation and how FP&amp;A analysts and their business partners are saving time they can now repurpose to higher-value initiatives.

Jeremy Mann

Director of Finance and Technology, Zappos

Sole Searching: How Zappos Found the Perfect Fit With Planful's Cloud-based Platform

Discover how Planful for Marketing can help your team achieve operational marketing excellence, and learn about new capabilites that will drive greater efficiency through increased automation and visibility.

Bridges Smith

VP Product Management, Planful for Marketing

The Future of Planful for Marketing

As a finance function evolves, it's essential to consider new ways Finance can significantly impact the business. Join James Muscat, Group Commercial Finance and FP&amp;A Director at Ten Lifestyle Group, for an informative session covering the lessons he's learned during the company's 18-month Planful journey. He'll also offer insights on how his team is deepening relationships with the business using Planful's extended capabilities.

James Muscat

Group Commercial Finance & FP&A Director, Ten Lifestyle Group

Accelerating From Zero to Planful: A Finance Evolution at Ten Lifestyle Group

planful.com

More Resources

Financial Performance Management is a team sport. The content from Perform23, our user conference that took place in Chicago, will show you how you can bring the entire business together to focus on improving, aligning, and planning for exceptional financial performance, this year and beyond. Hear from Planful experts, customers, and industry thought leaders how to conduct agile performance planning, build a connected financial performance process, and execute through uncertainty and volatility. Whether you're in Finance, Accounting, Marketing, HR, or Ops, there's something from Perform23 for everyone!

Planful Perform23

Presentation Deck

4 Tips for Finance Leaders to Advance in Your Career

20 Reasons Marketing Plans Can Fail & How to Create a Solution

About the Speakers

Typical Challenges and Friction Points between the CFO and the CMO

CMO Common Concerns about the Finance Team

CFO Common Concerns around Marketing

CMO: Life before Planful for Marketing and Life after

CFO & CMO: Tips on Building Trust

Question from the Audience: Would you rather the CMO bring the budget needed to achieve the goals to the CFO?

Top tips from Dan and Rowan to improve the relationship between finance and marketing

Question from Audience: How do you Plan for Uncertainty?

Question from Audience: How does the uncertainty in the economy increase or give more prominence to the importance of the trust and communication?

A Candid Conversation Between CMO & CFO

DESCRIPTION

Today's Guests

Dan Fletcher

Rowan Tonkin

Recent Episodes

A Candid Conversation Between CMO & CFO

DESCRIPTION

Today's Guests

Dan Fletcher

Rowan Tonkin

Related Resources

Recent Episodes

Product Keynote: Innovations To Make Every Player an MVP

From the GL Lines to the Front Lines: Meeting Leaders Where They Are | Grant Brooks

Launching Workforce Planning Beyond Budgeting: How Rocket Software Created a Successful Workforce Strategy Amidst Uncertainty

Sole Searching: How Zappos Found the Perfect Fit With Planful's Cloud-based Platform

The Future of Planful for Marketing

Accelerating From Zero to Planful: A Finance Evolution at Ten Lifestyle Group