An invitation
When the Business Needs Answers in Hours and Planning Takes Weeks
A private dinner for planning leaders closing the gap between what the business needs and what their planning infrastructure can deliver.
Planning teams are supposed to be the strategic partner. The ones with the answers. The teams that can model any scenario, forecast any outcome, and give the business confidence to act.
But most planning environments weren't designed for the company you've become. The models are more complex. The stakeholders want more granularity. And every new entity, product line, or geography adds another layer of manual work that the tools can't absorb.
This dinner brings together a curated group of planning leaders from operationally complex companies in the Dallas area for a conversation about what actually happens when planning infrastructure hits a wall, and how peers are rethinking the problem.
The format
One table. One conversation. No slides, no presentations, no product demos.
Cocktails at 5:30 PM. Seated dinner by 6:00. Wraps by 8:30. A few prompts to start, then the evening belongs to the group.
Who this is for
Senior planning leaders at enterprise companies who are actively dealing with planning complexity at scale. Heads of FP&A, RevOps, Workforce Planning, Marketing Operations, and IT Planning, plus the VPs and directors who own these functions day to day.
If you've split models across tools, stitched together systems that weren't built to talk to each other, or lost credibility with the business because planning can't keep up, this is for you.
Who's at the table
Planning leaders from companies managing multi-entity operations, complex revenue models, and cross-functional planning at scale.
Each registration is reviewed to ensure a strong peer group.
Your host
Jonathan
CEO & Co-Founder, Fintastic
He hosts these dinners because the best conversations about planning happen off the record, not on a webinar. It's a topic he's spent his career on, and the peers in the room are the people worth learning from.
Request your seat
Space is limited to 15 guests. We review every registration to ensure the right peer mix. You'll receive a confirmation within 24 hours.