Being Planful: Helpful FP&A Resources
We started this Being Planful series to provide a weekly overview of how CFOs and FP&A teams were navigating through the COVID-19 pandemic and the related economic turmoil. The pandemic seems far...
View ArticlePlanful Recognized with a 2020 Stratus Award for Cloud Computing
As they say in Hollywood, it’s an honor just to be nominated. We’re even more honored to have won. We’re incredibly excited that the Business Intelligence Group recognized Planful with a 2020 Stratus...
View ArticlePredictions for Modern FP&A: Bryan Lapidus of AFP on the Being Planful Podcast
In this episode of Being Planful, I welcomed Bryan Lapidus, FP&A Practice Director at the Association for Financial Professionals (AFP). Bryan has spent 20 years in the office of the CFO across...
View ArticlePositively Planful: Meet Derek Mann
Positively Planful is our way of inviting you inside our company to learn who we really are, especially if you’re considering a career at Planful. We interview members of our team and share a glimpse...
View ArticleBeing Planful: Helpful FP&A Resources
Digital transformation, workforce planning, and collaboration with the business continue to be trending topics heading into 2021. To keep you current, below are a few insights into how Finance and...
View ArticleLeveraging FP&A for Growth: Carl Seidman of Seidman Financial on the Being...
In this episode of Being Planful, I welcomed Carl Seidman, FP&A Advisor at Seidman Financial. Carl is an FP&A practitioner and educator. Through his eponymous firm, Carl helps financial leaders...
View ArticleAhead of the Rest: Planful Tops the Charts in Product Capabilities in...
Planful solutions are consistently recognized by the analysts and influencers who cover FP&A applications. Gartner recently released their latest FP&A-focused report, Critical Capabilities for...
View ArticleTemple University: Moving from a paper close to the cloud in just four weeks
Financial close and consolidation on spreadsheets is always difficult. Add in a literal paper trail, international collaboration, and rigid reporting formats, and the manual efforts can sometimes begin...
View ArticleBeing Planful: Helpful FP&A Resources
It’s finally 2021, and the promise of a new and less chaotic year looms large. For Finance, the new year offers an unprecedented opportunity to grab a tighter hold of the corporate reins and continue...
View ArticleLeading with Customer Success: Why Nucleus Research Named Planful a Value...
The disruption and strain caused by the COVID-19 pandemic over the past year has radically changed how companies operate, but also how they develop plans, forecasts, and budgets. Uncertainty rendered...
View Article3 Tips to Build and Retain a World-class Engineering Team
We punch way above our weight here at Planful. We see it in the brand leadership our sales and marketing teams have built in the FP&A market. It’s evident in the success our customers have had with...
View ArticleNext Generation FP&A: Chris Ortega of Emarsys on the Being Planful Podcast
On the fourth episode of Being Planful, I was joined by Chris Ortega, Director of Finance, Americas, for Emarsys, a provider of omnichannel customer engagement software. Chris is part of the next...
View ArticlePositively Planful: Meet Laura Holmes
Positively Planful is our way of inviting you inside our company to learn who we really are, especially if you’re considering a career at Planful. We interview members of our team and share a glimpse...
View ArticleWinter21 Adds More Flexibility, Speed, and Ease-of-Use
Every day, FP&A is being tasked to do more, do it faster, and do it with the highest levels of accuracy. The past year put FP&A under immense pressure to help companies react to the...
View ArticleBeing Planful: Helpful FP&A Resources
Finance chiefs continue to be optimistic about 2021, so experts and surveyed CFOs suggest FP&A can now renew their focus on sustainability, build tighter connections with HR, and continue making...
View ArticleSpeed and Agility: The Ultimate Guide to Continuous Planning
Speed and agility. If the pandemic has taught the business world anything, it is the necessity of speed and agility, the ability to respond and adapt in the face of economic turbulence. Historically,...
View ArticleConstellation ShortList™: Planful Named for Ninth Consecutive Year
Planful has been named—for the ninth consecutive year—to the prestigious Constellation ShortList™ for Cloud-Based Planning Platforms in Q1 2021. This report identifies the top planning platform vendors...
View ArticleFrom M&A to FP&A: Keith Kim, Planful’s VP of Finance, on the Being Planful...
Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast. Keith has an interesting career, starting in investment banking and eventually moving into FP&A....
View ArticleWhat is a Rolling Forecast and Is It Right for Your Business?
Modern FP&A teams are automating the rolling forecast process and ditching the outdated static forecasting method. Long ago, the FP&A forecasting process moved from a static forecast exercise...
View ArticleBeing Planful: Helpful FP&A Resources
The world really has changed, and now most CFOs are talking less about what’s changed and more about how to leverage that change. Data continues to be the logical key to success. But, finding ways to...
View Article
