Planful

Grant Halloran, Planful CEO, will kick off Perform with a bang. First, let’s set the stage – the reality is that the future is changing faster than we can imagine and the time to take action is now. It’s time to speed up, be more efficient, and not be stuck thinking business will return to normal. This is your chance to accelerate into the future.

CHIEF EXECUTIVE OFFICER
Grant Halloran
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 Keynote with Grant Halloran

Planful.com

Perform 2021, our virtual conference for finance and accounting professionals, brought us together around the:&nbsp;Accelerate Now. It’s especially relevant as uncertainty continues to surround us. But now is not the time to pause. The only way to move forward and recognize opportunities is through learning, sharing, and discussing how to lead through change, break new ground, and accelerate decisions in all corners of the business. That’s Perform 2021! Tune in to the recordings for a wide range of keynotes, product announcements, tips and tricks from&nbsp;Planful customers and partners, and plenty of virtual fun.

Planful Perform 2021

Perform 2022 Promo

Join Kimberly Simms, Chief Customer Officer at Planful, as she talks with finance and accounting executives from Planful customers. The panel will share insights on leading through change, how innovation helps accelerate decision-making, and why Planful is a critical component of their finance transformation. Kimberly will also explain how Planful’s customer-centric mindset revolves around the continuous improvement of the end-to-end customer experience.

Barbara Schroeck

Finance Manager @ Specialized Bicycle Components

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.

Kimberly Simms

Chief Customer Officer @ Planful

Nick Posthumus

Director of FP&A @ Starkey Hearing Technologies

Faith Nobile

Finance Manager @ Abbott

Customer Panel with Abbott, Starkey, and Specialized Bicycles with Kimberly Simms

Businesses are facing massive pressures due to extreme competition, digital disruption, and global dislocation. But some companies are poised to not just survive these headwinds, but thrive by recognizing the hidden opportunities. Join Grant Halloran, CEO of Planful, for an interview with Ray Wang, chairman and founder of Constellation Research, who will draw on the wealth of research generated by his firm to help you adapt, stay relevant, and find success in this new reality. Ray will also share highlights from his newly published book,&nbsp;Everybody Wants to Rule the World: Surviving and Thriving in a World of Digital Giants.

R “Ray” Wang is the CEO of Constellation Research Inc, a leading research and advisory firm which studies disruptive business and exponential technology trends. He co-hosts DisrupTV, and is a frequent blogger. Ray’s new book about Digital Giants and the future of business titled, Everybody Wants to Rule The World was released July 2021. Wang is an accomplished speaker and is frequently interviewed by major media outlets such as the Wall Street Journal, Fox Business, CNBC, Yahoo Finance, Cheddar, and Bloomberg.

Ray Wang

CEO @ Constellation Research Inc

Thrive or Get Crushed: Q&A With Constellation Research with Ray Wang and Grant Halloran

Join Planful’s CTO Sanjay Vyas and CPO Andrew Chatfield, along with Planful’s product leaders, as they reveal the new innovations that help Accounting, FP&amp;A, and Finance teams take action and drive business priorities. You’ll get the latest on the increasingly robust and scalable Cloud Financial Platform, usability enhancements, and applications of Artificial Intelligence available now and coming soon!

Sanjay Vyas

Chief Technology Officer @ Planful

Rob Nesmith

Vice President, Product Management @ Planful

Andrew Chatfield

Chief Product Officer @ Planful

Justin Merritt

Director, Solutions Consulting @ Planful

Planful Innovation with Sanjay Vyas, Andrew Chatfield, Robb Nesmith & Justin Merritt

Planful Predict is a new suite of AI-driven solutions built especially to help FP&amp;A make confident, intelligent financial decisions with greater agility and accuracy. Learn how it checks for errors, identifies patterns, and augments your efforts using AI that’s built right into the platform. You’ll see how the first solution, Planful Predict: Signals, empowers users to take corrective action by surfacing variances and anomalies while keeping you in control, always.

Justin Merritt is Director, Solutions Consulting at Planful, where he’s worked for over a year leveraging technology to drive improvements across finance and accounting. He came to Planful after a decade-long career in FP&A, having held finance roles at IBM, Verizon, and Oshkosh Corporation. Justin has also worked in solutions consulting at Vena Solutions and currently serves as an adjunct business faculty in the business department at Rochester Community and Technical College.



Planful Predict: The Future of Finance with Justin Merritt

As Finance and Accounting (F&amp;A) teams are being tasked with “doing more with less” — leading the organization with timely insights, driving digital transformation initiatives, and navigating a changing regulatory environment— they are quickly realizing the importance of leveraging automation to achieve a more connected FP&amp;A function. Although organizations have started adopting technology solutions to automate various processes across the F&amp;A function such as the financial close, financial reporting, and FP&amp;A processes, they still struggle with those manual processes and a lack of visibility into the data if these solutions aren’t connected. This is why best-of-breed financial platforms have partnered together to automate your financial processes, end-to-end. Join this session to learn how Adra® by Trintech and Planful can give you greater confidence and control over the timeliness and accuracy of your FP&amp;A process.

Rowan Tonkin is an experienced Sales and Marketing leader in fast-growing, global organizations. He is the Chief Marketing Officer at Planful, where he is responsible for leading the go-to-market strategy and operations. Rowan most recently led growth for OmniSci as VP of Revenue Operations and Marketing Demand Center and prior to that was responsible for Sales and Marketing Solutions at Anaplan. Rowan holds a Bachelor of Internet Science and Technology from the University of Wollongong, Australia.

Rowan Tonkin 

Chief Marketing Officer @ Planful

Scott Cohen

Managing Director @ KPMG

Michael Uram

Global Director, Product Management @ Trintech

Steve Welsh

VP, Solution Consulting @ Planful

Trintech and Planful: Bringing Finance and Accounting Teams Together for a Faster Close and More Accurate FP&A Process

When reporting inconsistencies and obstructed actuals slowed manual FP&amp;A processes to a crawl, Alert Logic knew modernization was the only way to get executives the financial visibility they needed. Hear Monica Avant, Sr. Financial Analyst at Alert Logic, explain how the company automated monthly reports at the department level, provided enhanced financial visibility for more accurate forecasts, and delivered more precise reports to leaders and executives. Monica will also detail how Alert Logic plans to use Dynamic Planning to bring more collaboration to their upcoming 2022 planning efforts.

Monica Avant is a Planful Administrator who works as a trusted business partner that supports month-end close processes including the analysis and reporting of financial results. Her team advises the Leadership group using data-driven analytics and insights that uncover trends, opportunities, and risks – informing on future strategic and financial decision making. BBA University of Texas, MBA University of Houston. Monica Avant is a Planful Administrator who works as a trusted business partner that supports month-end close processes including the analysis and reporting of financial results. Her team advises the Leadership group using data-driven analytics and insights that uncover trends, opportunities, and risks – informing on future strategic and financial decision making. BBA University of Texas, MBA University of Houston.

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