How We Modernized Finance into a Strategic Advantage

Grant Halloran

CEO at Planful

Steve Barrios

Senior Vice President, Director of Global FP&A at Prologis

Learning Objectives

Like you might be doing today, we once struggled to run Finance on spreadsheets. They were slow, we worried about security, version control was a mess, and they couldn’t provide the critical what-if planning and ad hoc analyses we needed to optimize our business. And then enough was enough! We set out to turn our financial data into a powerful business advantage. Now we can model scenarios on a whim, analyze anything on the fly, and automate manual FP&A tasks so we can focus on strategic opportunities. It’s been especially helpful as we recover from the COVID-19 pandemic, and now we can’t understand why we stuck with spreadsheets for so long. Join me as Grant Halloran, CEO of Planful, helps us uncover the joys and benefits of moving away from spreadsheets and into the future of FP&A.