Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness.

Expect to Learn:

• The key elements of great FP&A and how it drives executive decisions

• How to balance company goals with employee career development

• Strategies for building strong business partnerships in FP&A

• The role of automation and efficiency in FP&A reporting and analysis

• How to successfully transition into a new leadership role

• Overcoming resistance from business leaders and earning trust in finance

• The importance of storytelling and data visualization in financial reporting

Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy.

Expect to Learn:

• How AI is transforming financial planning, reducing manual work, and improving decision-making.

• Why integrating external data is essential for more accurate forecasting and risk management.

• Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm.

• How CEOs and finance leaders rely on FP&A teams for strategic decision-making.

• How finance professionals can improve their skills and become more valuable business partners.

Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies.

Expect to Learn:

How AI and predictive analytics are shaping the future of finance.

Why businesses often get pricing wrong and how FP&A can help fix it.

How AI and agent-based automation are streamlining financial processes.

Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teams

Expect to Learn:

How AI is reshaping FP&A workflows and automating financial reporting.

The role of AI-powered copilots in driving business efficiencies.

Why change resistance in FP&A is common and how to overcome it.

Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.

Expect to Learn:

Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.

The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.

The importance of rethinking attribution models and revenue operations frameworks.

Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.

Expect to Learn:

Going beyond budgeting and forecasting to provide strategic insights.

How to transition into business partnering and key skills required.

Why it’s essential for career growth to build a strong personal brand.

Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.

Expect to Learn:

The story behind Love Mondays! and how Ron transitioned from corporate finance to author.

Why attitude and environment are equally important in finding fulfillment at work.

Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.

Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. He shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.

Expect to Learn:

The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.

Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.

Key metrics for success in the distribution industry, including variable margin and truck utilization.

Practical advice for accelerating budget processes and focusing on analytics that drive results.

With a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement.

Expect to Learn:

A detailed comparison of leading FP&A certifications.

Key differences between training programs and certification exams.

Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.

Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO, where she speaks with finance leaders about driving growth and innovation.

Expect to Learn:

Strategies to simplify complex finance concepts for founders and non-finance professionals.

How to craft models that focus on usability, speed, and strategic decision-making.

The importance of understanding and addressing the unique needs of various departments.

Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue’s historic spin-off.

Expect to Learn:

Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation.

The key challenges and milestones in creating a new standalone company.

How FP&A professionals can contribute to major transformation projects.

Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements.

Expect to Learn:

The evolution of FP&A and how specialization is reshaping the field.

The critical role of generative AI in finance and practical advice for adoption.

How the FP&A certification can boost career growth and salary potential.

Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative.

Expect to Learn:

The evolving role of FP&A as a strategic partner in business.

Why storytelling is a critical skill for finance professionals.

How to leverage external data and AI for more robust financial planning.

In this episode, we discuss how FP&A and Supply chain: two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever.

Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency.

Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master’s in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.

Expect to Learn

Why FP&A is positioned as the "center of the universe" for organizational data.

Practical advice on aligning and rolling forward metrics to track business performance.

How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.

Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making.

Expect to Learn

Key traits of successful FP&A systems and how to separate from traditional accounting

When and how to implement financial planning tools with key indicators

Overcoming challenges in digital transformation and common pitfalls to avoid

Leveraging generative AI to revolutionize FP&A processes and reporting

Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.

Expect to Learn:

Key challenges CFOs face in balancing tactical and strategic priorities.

The importance of technical and soft skills in transitioning from FP&A to the CFO role.

Practical advice for aspiring CFOs, including mentorship and self-awareness.

Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency.

Expect to Learn:

Kathy’s five-part framework that structures financial health 

Practical approaches to FP&A for smaller businesses

The critical role of financial systems and processes

Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.

Expect to Learn:

The core components of data storytelling: data, narrative, and visuals.

Why narrative is often the missing link in data-driven presentations.

Practical steps for creating a data-driven culture within your organization.

Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data.

Expect to Learn:

What distinguishes great FP&A teams, with a focus on strategic business partnering.

How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.

The importance of building strong relationships as an FP&A professional and working with different business units.