Webinar: Forecast and Business Planning: Partnership between FP&A and RevOps by Orbitalx Webinars

About This Webinar

Financial Planning & Analysis (“FP&A) and Revenue Operations (“RevOps”) are distinct roles within a business. Yet often it is unclear who owns what when it comes to data, forecasting, planning and the deliverables and operating cadence to support strategic, financial and operational decisions. What are the responsibilities, projects and tasks for each role, and how do they partner together for an effective joint outcome?

Our guest speakers, Paul Barnhurst, The FP&A Guy, and Toni Hohlbein, Growblocks CEO & RevOps advocate, will share key insights and best practices during a webinar moderated by Joyce Mackenzie Liu, Modern CFO and Founder of Pegafund.

Agenda

Defining FP&A and RevOps
Business partnership between the two roles
Measuring success and common pitfalls

Presenters

Paul Barnhurst

Founder at The FP&A Guy, Podcast Host, former Director of FP&A

Paul is a passionate teacher and creator of FP&A content, dedicated to helping FP&A professionals enhance their value-creation skills. His mission is to empower finance professionals through comprehensive training and insightful resources.

Toni Hohlbein

CEO & Co-Founder at Growblocks, 2x exited CRO, Podcast Host, former RevOps

Before founding Growblocks, he served as Chief Revenue Officer (CRO) at two successful SaaS companies, overseeing Marketing, Sales, and Customer Success. His tenure in these roles culminated in successful exits valued between $150-200 million each. Toni began his career in Revenue Operations (RevOps) and quickly advanced to the position of CRO, thanks to an innovative approach to go-to-market strategy and team-building.

Joyce Mackenzie Liu

Modern CFO and Founder at Pegafund

Joyce is a Modern CFO and the Founder & CEO of Pegafund. She gets excited by deeply curious, global-minded, talented entrepreneurs, operators and investors. She also supports entrepreneurs by investing directly in startups and funds.

Before Pegafund, Joyce was a venture and early growth investor at Columbia Lake Partners, a Bessemer-backed European debt fund, and Dawn Capital, a London-based B2B Software equity fund. Before moving across the Atlantic, Joyce worked as a late-stage software investor at Ares Capital and investment banker at J.P. Morgan.