Planful

Do you have a burning question for our Planful product experts? Join us for this open Q&amp;A for anyone who has a question, needs help with a task in Planful, or wants to hear helpful tips and tricks from other Planful customers and our team of Planful geeks.

Ron Wicklander

Manager, Partner Delivery Enablement 

Linda Lifchez

Sr. Solution Architect, Planful

Margaret Powell

Joe Ursitti

Sr. Director of Delivery Services 

Watch our Planful product experts lead a compelling audience QA at Perform24. 

Stump the Geeks | Linda Lifchez, Margaret Powell, Ron Wicklander, Joe Ursitti

Stump the Geeks at Perform24 | Planful 



Planful; Joe Ursitti
Sr. Director of Delivery Services 
Planful 

Planful Perform24 | Planful

Perform24 is the leading industry user conference for insights to drive peak financial performance.&nbsp;This year, we’re going beyond expectations to prove that financial excellence isn’t just on the shoulders of FP&amp;A. Every function — from Marketing to HR — has a crucial role to play.&nbsp;Explore 40+ hours of groundbreaking thought leadership, industry insights, and deep dives into the Planful platform. Plus, hear from Planful customers at organizations like Chosen Foods, Insigneo, OtterBox, and more to learn how they’ve optimized FP&amp;A processes with Planful.&nbsp;&nbsp;&nbsp;

Planful Perform24

Leveraging Cloud Scheduler for Automation

Maintaining Excel Formulas in Dynamic Planning

PTO and Bonus Calculations in Workforce Planning

Exploring Future Dated Hierarchies and Attributes

Managing Budget Adjustments for Multiple Entities 

Stump the Geeks | Linda Lifchez, Margaret Powell, Ron Wicklander, Joe Ursitti

Today's Guest

Ron Wicklander

Linda Lifchez

Margaret Powell

Joe Ursitti