Planful

Every finance and accounting team wants to better forecast and project financial positions. Without a doubt, a complete picture of your financial statements would be an outstanding accomplishment. Join a group from UHY Consulting to explore one of the firm’s most requested projects: the 3 statement model. You’ll learn why this elusive combination of income statement, balance sheet, and cash flow statement is easily achievable using UHY expertise and Planful capabilities. The team will also explain how finance and accounting teams understand and build 3 statement financial models to gauge performance under various assumptions and visualize decisions that impact your organization’s bottom line.

Stacy Brown

Principal, UHY Consulting

Mark Swenson

Manager at UHY Consulting

UHY Consulting: Why the 3 Statement Model Is Closer Than You Think | Stacy Brown & Mark Swenson

We’ve all been working through drastic increases in the pace of change, competitors’ aggressiveness, frequency of disruption, and unstoppable data overload. It all combines to create organizational and technological friction. Yet finance and accounting leaders are still pushed to be strategic advisors to the business. That’s a big ask when you’re stuck in manual processes, slowed by remote teams, and unable to connect today’s insights with future goals. It’s clear that the way you’re used to operating—slow close and consolidation cycles, reports that lack meaningful insights, unreliable plans and forecasts⁠—is no longer an option. Join Grant Halloran, CEO of Planful, as he sets the tone for Perform 2022 and discusses how the Office of the CFO can thrive in what is truly becoming the Golden Age of the CFO.&nbsp;

Grant Halloran is the Chief Executive Officer at Planful. He has over 20 years of senior leadership experience in enterprise software, a career to date marked by positions where he drove high growth and global expansions.

Prior to joining Planful in July 2019, Grant was the EVP and Chief Commercial Officer at OmniSci, a venture-backed big data analytics company, where he oversaw sales, marketing, alliances and customer success. During his two year tenure, OmniSci tripled in revenues and employees. Before OmniSci he served on the executive team at Anaplan as well as Infor, following Infor’s acquisition of Orbis, where Grant was CEO and co-founder.

Grant Halloran

CEO, Planful

Opening CEO Keynote | Grant Halloran

Join Kimberly Simms, Chief Customer Officer at Planful, as she talks with a group of finance and accounting executives from Planful customers. The panel will share insights on leading through aggressive change and working alongside business partners to elevate the financial IQ of the entire organization. In addition, we'll announce the Planful Champions Club class of 2022! This exciting and unique customer awards ceremony celebrates our ecosystem’s best and brightest and promotes their skills and expertise. You’ll also learn how you, too, can join this exclusive community of finance and accounting professionals.

Kimberly Simms is the Chief Customer Officer (CCO) at Planful. She has over 20 years of leadership and management experience, having served in managerial and consulting roles at Anaplan, IBM, HireVue, Trigo Technologies, and Accenture. As the Vice President of Customer Success at Anaplan, a global cloud planning company, Kimberly drove customer success across the solution delivery lifecycle, while scaling and developing her team during a period of hypergrowth. Most recently, she served as Senior Vice President of Customer Success at HireVue, the global leader in virtual interviewing and assessments technology, where she built and led a global customer success organization that achieved significantly improved customer engagement, resulting in best-in-class customer retention levels. Earlier in her career, Kimberly directed sales and delivery at IBM to support the analytics portfolio and served as big data practice lead for the information management lab services group. She began her career in consulting at Accenture after graduating from the University of Kansas.

Kimberly Simms

CCO at Planful

Planful Customer Panel & Customer Awards | Kimberly Simms

Barbara Corcoran

Founder of The Corcoran Group & Shark and Executive Producer on ABC’s "Shark Tank"

Special Guest Speaker: Barbara Corcoran

Join Planful’s product leaders as they reveal new innovations to help accounting, FP&amp;A, and finance teams take decisive action to drive business priorities. You’ll see the latest product enhancements in action and get a sneak peek into what’s coming to Planful over the next few months.

Planful Product Keynote

For financial reports to truly offer valuable insights, they need to be more than just numbers on a page. Leveraging the vast reporting capabilities including dashboards, dynamic reports, and Spotlight for Office can provide you with the reporting necessary to run your business. Learn how National DCP, a foodservice supply chain solution provider, cuts through the clutter of data to build bespoke financial reports tailored to different use cases and audiences. Michael Zambetti, Manager, Finance &amp; Data Analytics, will explain how the company uses Planful as its central source of financial truth to build and deliver reports that work for every corner of the business. You’ll also learn how National DCP is using Planful to pull teams out of spreadsheets and create more organizational buy-in using various reporting tools, report collections, and structured planning templates.

Michael Zambetti is Manager, Finance & Data Analytics at National DCP, a foodservice supply chain solution provider, where he began as a financial analyst. His previous experience includes analyst, marketing, and accounting roles at On The Go Hosiery, Headway Marketing, and HLB Gross Collins, P.C.

Michael Zambetti

Manager, Finance & Analytics at National DCP

How National DCP Uses Bespoke Financial Reports to Cut Through the Clutter | Michael Zambetti

Golden State Foods (GSF), one of the largest diversified suppliers to the foodservice industry, wanted to budget and forecast down to the SKU level but needed a solution that was scalable, easy to maintain, and quickly adopted by their teams. Lauren Bissell, Continuous Improvement Manager - FP&amp;A, will explain how GSF overcame the fear of complexity by taking a focused and systematic approach. She’ll also show how the company used training and consultation from KeenVision and the Planful Platform to create detailed models for multiple business groups.

Lauren Bissell is FP&A Continuous Improvement Manager at Golden State Foods (GSF), one of the largest diversified suppliers to the foodservice industry. She began her career as an audit manager at KPMG, eventually moving to GSF to implement Planful for enterprise-wide consolidation and reporting and expanding its usage to include budgeting and forecasting. 

Lauren Bissell

FP&A Continuous Improvement Manager at Golden State Foods

How Golden State Foods Modeled Its Business Down to the SKU | Lauren Bissell

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On May 23-25, we were joined by hundreds of finance and accounting professionals at the ARIA Resort in Las Vegas for Planful Perform 2022. We were thrilled to come together with FP&amp;A thought leaders; industry influencers; our community of Planful employees, executives, customers and partners; and of course, Shark Tank star Barbara Corcoran. Everything is better when we’re together. Our theme for Perform 2022—Better, Together—underscores the value of collaboration, communication, and cooperation between finance, accounting, and every corner of the business. Tune in to this recorded content to glean valuable insights, explore how these experts solved common challenges, see the detail of their solutions, and understand the tactics you can immediately implement in your own processes.

UHY Consulting: Why the 3 Statement Model Is Closer Than You Think | Stacy Brown & Mark Swenson

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Today's Guests

Stacy Brown

Mark Swenson

Recent Episodes

UHY Consulting: Why the 3 Statement Model Is Closer Than You Think | Stacy Brown & Mark Swenson

DESCRIPTION

Today's Guests

Stacy Brown

Mark Swenson

Related Resources

Recent Episodes

Opening CEO Keynote | Grant Halloran

Planful Customer Panel & Customer Awards | Kimberly Simms

Special Guest Speaker: Barbara Corcoran

Planful Product Keynote

How National DCP Uses Bespoke Financial Reports to Cut Through the Clutter | Michael Zambetti

How Golden State Foods Modeled Its Business Down to the SKU | Lauren Bissell