Getting to Better Planning Processes
Financial planning and analysis (FP&A) leaders face growing pressure to enhance their planning processes. But many challenges stand in the way. How can finance teams overcome these roadblocks and drive more accurate, agile, and strategic planning?
Join us for an insightful webinar on March 19, featuring Tory Bauman, CPA , VP of FP&A at Zayo Group, and Brian Spitler , FP&A Solutions Consultant at Datarails (and Ex-FP&A at Steinway & Sons), as they share real-world experiences and expert strategies for improving FP&A planning.?
Tory offers a firsthand perspective on the challenges finance teams encounter and how they navigate them, while Brian will provide insights from working with FP&A leaders on solutions—that drive efficiency and impact.
Sign-up here (even if you can't make it live we will send you the recording)
Lineup announced for FP&A Today Live Recording in Boston at prestigious Harvard Club of Boston
FP&A Today and host Glenn Hopper are teaming up with Jack McCullough and the CFO Leadership Council to take our show on the road! Glenn and Jack will be hosting finance leaders in Boston on March 18, for an engaging panel featuring Michael Bayer, CFO of Wasabi Technologies, and Trexon CFO Cathy Yang. This panel discussion will focus on how finance executives can navigate today's complex geopolitical and technological landscape. The event is being held at the Harvard Club of Boston and includes lunch, a live podcast recording, and valuable networking opportunities. Seats are limited for this gathering, with registration on a first-come, first-served basis.
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FP&A Today: Damon Fletcher, ex-CFO of Tableau, on Great Analytics
Legendary Ex-CFO of Tableau Damon Fletcher says: “The most important thing is to get started. The most common reason companies fail is they, they're, they say they want to clean their data before they're ready to analyze it. By analyzing the data, you sometimes find why it's not clean and then can make changes. So I would say don't wait to get your data in a central repository or clean it completely up before you allow your team to analyze it. I think that's, you know, so get started immediately with the things that are most important to your business, and look at those every day."
Fletcher, now CEO at Caliper, says: "At Tableau I got up every morning, looked at bookings, I looked at employee ads for the week and how many employees we had hired and how many had left. I looked at cloud spend, things like that, finding were big impacts of drivers of our P&L, and T&E spend. So you know, those are kind of things that are really easy to unlock based off your, you know, the apps that you use such as Salesforce”
Meme of the Week
Maybe we just need to start again
OK Bo?tjan Dolin?ek
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