Explore Solution Hub - our brand new library of pre-built solutions and interactive tours

Learn More →

Sessions to Go Beyond FP&A at Planful Perform24

Perform24 sessions to go beyond FP&A

Collaboration is the name of the game these days.

Working cross-functionally across the organization toward your broader business goals is a surefire way to see growth, even when facing economic challenges. Many functional leaders claim to be collaborative, but only some deliver on that promise.

At Perform24, we’ve pulled together a unique opportunity for you to learn from pioneering leaders in finance, accounting, FP&A, marketing, and other areas. These professionals have successfully turned financial performance management into a team sport.

There are two speakers you won’t want to miss:

  • Shane Thomas, Finance Transformation Manager at Otter Products LLC
  • Glenn Snyder, trailblazing finance leader and FP&A Executive

Let’s take a closer look at what Shane and Glenn will share at this financial performance management event.

Register now to attend Perform24 in San Diego on May 14 – 16. Or, register for the free virtual experience.

How Otter Products opened the finance box to the entire business

Otter Products has grown from its founder’s garage in 1998 to its current status as a global innovator of protective products for smartphones and tablets. Otter is now a household name — there’s a chance you even have one of their products on your device now.

But, on the path to scaling from humble beginnings to a seven-time honoree on the Inc. 5000 list of fastest-growing private companies in the U.S., its finance organization dealt with the challenges of a siloed team. That all changed once the finance team at Otter Products got their hands on Planful. They found a way to move outside their finance-focused box and create stronger relationships with the rest of the business.

At Perform24, Shane Thomas, Finance Transformation Manager at Otter Products, will explain how the company modernized its workforce planning, business planning, and financial planning processes and moved to rolling forecasts.

He’ll also share how he brought over 150 stakeholders across the business onto the Planful platform to create collaborative, integrated financial performance management processes.

Catch Shane at his session, “Thinking Outside the Box: How We Moved To Rolling Forecasts and Doubled Finance Productivity,” on Wednesday, May 15, from 4:30 – 5:05 p.m. PT.

Bonus session: If you’re interested in rolling forecasts and what it takes to get there, be sure to join “Getting Finance and Marketing on the Same Page…and Platform.”

Attend to learn how Planful’s finance product experts will explain how to get Finance and Marketing both onto rolling forecasts. This session is scheduled for Wednesday, May 15, from 12:10 – 12:45 p.m. PT.

How Glenn Snyder views FP&A as a strategic ally

We encourage finance and accounting teams to partner with the business to drive productivity and improve organizational decisions. But collaboration works both ways, right?

Join consummate finance pro, Glenn Snyder at Perform24 as he shares his tried-and-true tips for “cracking the collaboration code.”

Glenn will bring his collaboration-driving insights from his 20+ years of experience in finance leadership roles at companies like Visa, Charles Schwab, Zazzle, and more. Using real-world examples, Glenn will share his strategy to engage with business leaders to drive profitability, navigate challenges, and shape strategic success across your organization.

Don’t miss Glenn’s session, “Unlocking Success: FP&A as Your Strategic Business Ally,” on Thursday, May 16, from 11:45 a.m. – 12:20 p.m. PT.

Bonus session: For more tips on collaborative financial performance management, make time for Planful’s dashboarding expert to learn how to create dashboards that raise the financial IQ of your entire business.

This session, “Insights at a Glance Using the Power of Planful Dashboards,” is scheduled for Wednesday, May 15, from 11:30 a.m. – 12:05 p.m. PT.

Foster collaboration with financial performance management at Perform24

These insightful conversations on business-wide collaboration only scratch the surface of the inspiring speakers, sessions, and learnings you can expect at Perform24. This is your chance to go beyond the typical financial performance management framework.

Attending this stellar event will also give you exclusive access to cutting-edge strategies, allow you to network with industry leaders, and learn how to drive financial performance in your organization.

We expect this event to sell out, so get your tickets while you can.

Register now to join us in San Diego on May 14 – 16, or register for a virtual ticket to participate from anywhere.

Planful Perform

Latest Posts


Interviews, tips, guides, industry best practices, and news.

Get Started with Planful

  • LinkedIn
    How much time will you save?
  • LinkedIn
    How will your finance team evolve?
  • LinkedIn
    Where will technology support you?