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The EPM Show: All Things Enterprise Performance Management
Blake Bozarth
50 episodes
6 days ago
The show that keeps you current on all things Enterprise Performance Management with insights from EPM executives, practitioners, and thought leaders. Hosted by Blake Bozarth, CFA, Chad Pyke, and powered by CoThryve – the firm that helps EPM professionals grow their career. Whether your EPM platform of choice is Anaplan, OneStream, Oracle, Adaptive, Pigment, or something else ... we got you covered.
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All content for The EPM Show: All Things Enterprise Performance Management is the property of Blake Bozarth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The show that keeps you current on all things Enterprise Performance Management with insights from EPM executives, practitioners, and thought leaders. Hosted by Blake Bozarth, CFA, Chad Pyke, and powered by CoThryve – the firm that helps EPM professionals grow their career. Whether your EPM platform of choice is Anaplan, OneStream, Oracle, Adaptive, Pigment, or something else ... we got you covered.
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Careers
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Episodes (20/50)
The EPM Show: All Things Enterprise Performance Management
Why you should build Assets outside your day job (3 examples)

Blake shares why you should prioritize building assets outside your day job with 3 examples.

If interested in the Net Worth Newsletter + updates about free live sessions, visit www.blakebozarth.com.

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1 year ago
15 minutes 37 seconds

The EPM Show: All Things Enterprise Performance Management
The Optimal Environment for Anaplan Transformation ft Tom Dudack

Tom Dudack joins Chad Pyke on The EPM Show to share his insights on what it takes to be successful in the EPM space. Tom is a Senior Principal Customer Success Business Partner and FSI & BS Industry Captain at Anaplan. He has over 20 years of EPM experience and is an expert when it comes to helping organizations maximize their Anaplan investment. Tune into this episode to learn:

→ What the ideal environment for an Anaplan transformation looks like. 

→ How executive leadership can make or break the transformation. 

→ Why every customer needs to do an honest self-assessment of their readiness.

→ How the best customers approach the talent piece of the Anaplan transformation equation. 

→ Why it’s critical to celebrate big wins well. 

Visit all the pertinent links: cothryve.co/links 


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1 year ago
33 minutes 44 seconds

The EPM Show: All Things Enterprise Performance Management
Great Leaders are Great Listeners, ft Sukumar Ramanathan (RVP of Sales @ Anaplan)

Sukumar Ramanathan has over 20 years of technology sales experience and is currently an RVP of Sales at Anaplan overseeing the west region. He and his team specifically support some of the world’s leading technology, media, and telecom companies. He joins Chad Pyke on the show to talk about his career journey. In this episode you’ll learn: 

→ The importance of repetition as a key for long term career success.

→ Great leaders are great listeners. When in doubt, ask others “Tell me more”. 

→  Finding a mentor you want to emulate will accelerate your career. 

→ How to build great relationships with your stakeholders. 

Visit all the pertinent links: cothryve.co/links 


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1 year ago
39 minutes 12 seconds

The EPM Show: All Things Enterprise Performance Management
Measure Twice, Cut Once in Anaplan ft Brett Francis, Manager at Cervello

Brett has built a successful career in FP&A and the Anaplan ecosystem. He currently serves as a manager at Cervello and is a Certified Master Anaplanner. He joined Chad Pyke on The EPM Show today to talk about how he approaches building great solutions in Anaplan for clients. Tune into this episode to learn: 

→ How to build a great foundation for a customer in Anaplan. 

→ What it means to do the right thing for a client even when no one is looking.

→ How great consultants elevate their career by making themselves replaceable.

→ Why being too agile early on is bad for finance transformation work. 

Visit all the pertinent links: cothryve.co/links


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1 year ago
28 minutes 11 seconds

The EPM Show: All Things Enterprise Performance Management
All in on Anaplan ft Meredith Albright, Senior Managing Director of FP&A at Markel

Meredith is the Senior Managing Director of FP&A at Markel, a specialty insurance company. She has 20 years of experience across FP&A and business analytics and currently oversees the Anaplan COE at Markel. She joins Chad Pyke today to talk about Markel’s journey with Anaplan. In this episode you’ll learn: 

→ Why executive buy-in is critical to a successful Anaplan implementation. 

→ How Markel’s commitment to Anaplan has benefited their FP&A team.

→ Why integrating accountability cycles improves the planning process. 

→ How Markel has structured their COE and why they committed a COE from the beginning. 


Visit all the pertinent links: cothryve.co/links

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1 year ago
25 minutes 37 seconds

The EPM Show: All Things Enterprise Performance Management
International Leadership ft Garnier Silva, Director and Americas Team Lead at Keyrus

Garnier Silva has spent the last 18 years in the EPM industry and is leads the Americas team at Keyrus. He joins Chad Pyke on The EPM Show today to talk about leading international teams. In this episode you’ll learn: 

→ How Garnier successfully transitioned from individual contributor to a people leader. 

→ What it takes to lead teams well and how to know if it is the right next step for you.

→ Why leading international teams requires a more nuanced approach. 

→ The importance of communication as a great consultant and people leader. 

→ How an ownership mentality can help elevate your career.

Visit all the pertinent links: cothryve.co/links 


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1 year ago
29 minutes 42 seconds

The EPM Show: All Things Enterprise Performance Management
Leading with Context ft Kevin Moreno, Anaplan Lead at Navan

Kevin Moreno is the Anaplan Lead at Navan, a software development company in the travel industry. Prior to leading Anaplan at Navan, Kevin had a successful career as a consultant at both EY and Spaulding Ridge. He joins Chad Pyke today to share his insights on what it takes to succeed in the Anaplan ecosystem. In this episode you will learn:
→ How leading with context can help you make a massive impact on the business. 
→ The importance of EQ as a servant leader. 
→ How Kevin built a successful career by focusing on mastery and relationship building. 
→ Why finance transformation is never a straight line. 
Visit all the pertinent links: cothryve.co/links 

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1 year ago
22 minutes 47 seconds

The EPM Show: All Things Enterprise Performance Management
Continuous Improvement as a Consultant ft. Joe Van Bolderen, Founder VBCG

Joe van Bolderen is a career consultant and recently made the jump to start his own Anaplan implementation firm called VBCG, He joins Chad Pyke on the show today to talk about his journey and what he’s learned along the way. In this episode you will learn: 

→ How to set yourself up for success by aligning expectations with leadership. 

→ Joe’s new AI Anaplan assistant, Ana and how it can help you get the most out of Anaplan. 

→ Why great consultants know how to push back in a productive way.

→ Why career success is a product of continuous improvement. 

→ Why simplifying everything in your approach and communication is a worthy goal. 
Visit all the pertinent links: cothryve.co/links

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1 year ago
28 minutes 30 seconds

The EPM Show: All Things Enterprise Performance Management
Anaplan in the Mid-Enterprise ft Nick Bermudez, Anaplan Practice Lead at Embark

Nick Bermudez is the Anaplan Practice Lead at Embark Consulting. He spent time at a myriad of consulting firms in the Anaplan ecosystem before moving over to Embark to start their Anaplan practice.


He joins Chad Pyke on The EPM Show today to share his journey from starting out as an SAP consultant to becoming a Master Anaplanner and Practice Lead.


In this episode you will learn: 


→ What separates an established Solution Architect from a Certified Master Anaplanner. 


→ His approach to building a new Anaplan practice at Embark. 


→ The unique approach to finance transformation with mid-enterprise clients. 


→ Building a great career in EPM starts with curiosity and learn by doing. 


Visit all the pertinent links: cothryve.co/links

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1 year ago
28 minutes 51 seconds

The EPM Show: All Things Enterprise Performance Management
Decisive Leadership in a COE ft. Robert Odonohue, Anaplan COE at LinkedIn

Robert Odonohue is the co-lead of the Anaplan COE at LinkedIn. He has been in the Anaplan ecosystem for 10 years having spent time as a consultant, inhouse at Anaplan, and leading COEs at top customers.

In this episode you will learn: 


→ Core tenants for effective COE leadership.

→ How LinkedIn’s Anaplan COE is improving their project management approach.

→ How to make great decisions with incomplete facts in a very dynamic business environment.

→ The differences in stakeholder management as an external consultant vs internal SME. 

→ What early career EPM professionals can do to accelerate their growth.


Visit all the pertinent links: cothryve.co/links

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2 years ago
29 minutes 23 seconds

The EPM Show: All Things Enterprise Performance Management
Failing Upward ft. Steven Barry of Cervello

Steven Barry is the Director of Delivery at Cervello. He’s spent over a decade in the Anaplan ecosystem and has a tangible passion for helping EPM professionals advance their career.


He joins Chad Pyke on The EPM Show to talk about failing upwards in your career. 


In this episode you’ll learn: 

→ The importance of authenticity and self-awareness in maximizing your career potential. 

→ Why saying “No” is often the path to success. 

→ How to define success and failure based on your personal core values. 

→ Why respectfully disagreeing with leadership can be a career accelerator. 

→ How to take smart career risks. 
Visit all the pertinent links: cothryve.co/links

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2 years ago
35 minutes 26 seconds

The EPM Show: All Things Enterprise Performance Management
How to Become an Impact-Focused Leader in EPM ft Sean Brophy, Head of Global Sales at Pigment

Sean Brophy is the Head of Global Sales at Pigment. He’s a proven sales executive having lead high-performing teams at Tableau, Alteryx, and Mapbox.

He joins Chad Pyke on The EPM Show to share his take on the EPM industry and how to build an impactful career. In this episode you’ll learn: 

→ The 5 “Ins” for impactful leadership.

→ Why knowing thyself is essential for making the most out of your career. 

→ How he evaluates taking smart career risks having spent most of his time at startups.

→ What he’s most excited about when it comes to Pigment’s journey and product. 


Visit all the pertinent links + find out how much Anaplan professionals are getting paid ($$$): cothryve.co/links

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2 years ago
31 minutes 41 seconds

The EPM Show: All Things Enterprise Performance Management
Making the EPM Entrepreneurial Leap ft. Sourjya Rudra, Co-Founder PlanFlamingo

Sourjya Rudra is an Anaplan Solution Architect and co-founder of PlanFlamingo Consulting. He’s been in the Anaplan ecosystem for the better part of a decade working for multiple Anaplan Global Strategic Partners before starting his own firm.

In this episode you’ll learn: → How a non-traditional background can be a secret weapon in consulting. → What it’s like to make the entrepreneurial leap in the Anaplan ecosystem. → How professional development changes when you’re independent. → An inside look into the independent consultant network and why it’s a great place to be. Visit all the pertinent links: cothryve.co/links

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2 years ago
30 minutes 21 seconds

The EPM Show: All Things Enterprise Performance Management
Leading with confidence through change ft. Matthew Dickerson, Anaplan COE at Jaguar Land Rover

Matthew Dickerson leads the Anaplan COE at Jaguar Land Rover, one of the premier brands in the automotive industry. He spoke at the Anaplan Connect in the UK this year and joined Chad Pyke on The EPM Show to share some of the highlights from that event and how he's leading the COE at JLR through a critical season in the automotive industry. In this episode you'll learn: → The Anaplan COE's role in helping JLR shift from being demand led to supply led due to the global semiconductor shortage. → Why knowing your industry is just as important as knowing Anaplan in a customer role. → The keys to success in JLR's Anaplan journey from 150 users to over 1500. → What's next for JLR's Anaplan Journey and their COE. → Why curiosity is the greatest career hack for EPM professionals. Visit all the pertinent links: cothryve.co/links

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2 years ago
24 minutes 34 seconds

The EPM Show: All Things Enterprise Performance Management
How curiosity can propel your EPM career ft. Liran Edelist, former Jedox President

Liran Edelist is a fractional executive, board advisor, entrepreneur in the EPM industry. He is the former President and VP of Customer Success at Jedox.


Liran joins Chad Pyke on The EPM Show today to talk about: 


→ His unique approach to customer success. 


→ How aspiring leaders can grow their career faster by understanding their business. 


→ What to look for in high-potential, high-aptitude talent. 


→ Why curiosity and passion can be the difference maker in your career. 


Visit all the pertinent links: cothryve.co/links

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2 years ago
23 minutes 46 seconds

The EPM Show: All Things Enterprise Performance Management
Keys for Success in Finance Transformation ft. Billy Leigh, Head of Strategy at Embark

Billy Leigh is the Head of Strategy at Embark Consulting. He joins Chad Pyke today to talk about Embark’s new partnership with Anaplan and their unique approach to finance transformation, change management, and how they help consultants build amazing careers.


In this episode you’ll learn: 


→ How finance transformation can help companies win the war for top talent.


→ Successful finance transformation is about helping companies make better decisions. 


→ How to help clients manage change in the transformation journey. 


→ The critical shift people need to make in their career to level up their leadership. 


→ What Embark is doing to build the best Anaplan practice and develop their consultants. 


Visit all the pertinent links: cothryve.co/links


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2 years ago
31 minutes 9 seconds

The EPM Show: All Things Enterprise Performance Management
The Pigment Partner Universe ft Rohan Batra, Global Head of Partnerships at Pigment

Rohan Batra is the Global Head of Partnerships at Pigment and previously built a successful partnership program at Zuora. He joins Chad Pyke on The EPM Show to share his take on how to create successful partner ecosystems.


In this episode you will learn: 

→ How a the partnership model ultimately benefits the customer.


→ The defining characteristics of a thriving partner ecosystem.


→ The core principles of Pigment’s Partner Universe. 


→ How to identify the right partners for your ecosystem and why bigger isn’t always better.


→ Why partnerships ultimately enhance the sales cycle and make everyone more successful.


→ Practical steps to growing a career in partnerships. 


Visit all the pertinent links: cothryve.co/links

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2 years ago
30 minutes 50 seconds

The EPM Show: All Things Enterprise Performance Management
Building a Culture of Learning & Development ft. Einas Ibrahim, Master Anaplanner

Einas Ibrahim is a Master Anaplanner, EPM consultant, and problem solver at heart. She joins Chad Pyke on The EPM Show to talk about how she develops great consultants as a Master Anaplanner. In this episode you'll learn: → How to measure success on a project based on the development of those you lead. → Being a great consultant goes beyond the technical skills and is dependent on “human skills”. → The role of the Master Anaplanner in the ecosystem. → How to build a culture of learning and development at a consulting firm. → The difference in training and development and why it's important to separate the two. Visit all pertinent links + find out how much Anaplan professionals are getting paid ($$$): cothryve.co/links

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2 years ago
28 minutes 1 second

The EPM Show: All Things Enterprise Performance Management
Keeping People at the Center of EPM ft. Justin D'Onofrio of Accordion

Justin D'Onofrio is the Managing Director of Performance Management at Accordion. He’s been in the EPM space for over 15 years as a consultant and co-founder of Platform Specialists which he sold to Accordion in 2022. In this episode you’ll learn: → Why it’s important to keep people at the center of digital transformation. → How to listen well and push back to ultimately deliver great client experiences. → How co-building best practices improve the feedback loop and lead to better outcomes. → Accelerating your career starts with getting your hands dirty with the latest technology. Visit all pertinent links + find out how much Anaplan professionals are getting paid ($$$): cothryve.co/links

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2 years ago
23 minutes 54 seconds

The EPM Show: All Things Enterprise Performance Management
Thriving through career transitions ft. Anjali Chhajed of MassMutual

Anjali Chhajed is the Solutions Lead at Mass Mutual and she joins Chad Pyke today to talk about how to thrive through career transitions. 

Her journey has been full of change that has helped her grow her career from a traditional finance role to moving into EPM consulting then to multiple customer roles from crypto to insurance. In this episode you’ll learn: 

→ How to grow your career at a customer and the underrated benefits of being in industry. 

→ How being an intrapreneur can lead you into unique opportunities. 

→ Why it’s important to approach career changes with a balance of confidence and humility. 

→ The power of reflection and how it has helped her overcome obstacles. 


Visit all pertinent links: cothryve.co/links

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2 years ago
23 minutes 49 seconds

The EPM Show: All Things Enterprise Performance Management
The show that keeps you current on all things Enterprise Performance Management with insights from EPM executives, practitioners, and thought leaders. Hosted by Blake Bozarth, CFA, Chad Pyke, and powered by CoThryve – the firm that helps EPM professionals grow their career. Whether your EPM platform of choice is Anaplan, OneStream, Oracle, Adaptive, Pigment, or something else ... we got you covered.