Leading with Context ft Kevin Moreno, Anaplan Lead at Navan

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.

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 

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 

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

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

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 

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 

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

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

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