New year, new plan: mapping your 2024 finance strategy

Discover tried-and-true tactics from finance experts to build and implement a successful financial plan in 2024.

Date & Time

Thursday, December 14, 2023

ET: 1:00 PM | PT: 10:00 AM


45 minutes

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In finance, it’s up to us to set our businesses up for success in the new year. But devising a plan to achieve our goals in the year ahead is no small feat—it requires foresight, adaptability, and a solid strategy.

Join us on Thursday, December 14 at 1:00pm ET as Ryan Fanter, VP of Strategic Finance at Figment, and Julia Coto, CFO at ChartSpan Medical Technologies, draw from their combined 20+ years of finance experience to share expert tactics for tackling finance’s toughest challenges—from year-end closing and reporting to forecasting for the future—leading up to the new year.

Hosted by Cube’s Jim Bullis, this virtual panel of industry experts will reveal:

  • Proven strategies for success: Discover tried-and-true tactics from Ryan and Julie's experiences to build and implement a successful financial plan.
  • Tips for navigating market trends: Learn how the experts adjust their strategies to stay agile and resilient in response to market changes and economic fluctuations.
  • Ways to leverage FP&A technology to streamline workflows: Hear examples straight from Cube customers of how FP&A technology can enhance financial planning.

This session promises more than just insights—it's a masterclass in strategic financial planning, led by experts who have not only navigated but excelled in the intricacies of FP&A and finance.

Ready to learn how you can make your New Year’s resolutions a reality? Save your spot today.


Jim Bullis

Head of Solutions Consulting,

Cube Software

Jim Bullis is a proven business and data analytics leader with over 13 years of experience leading complex EPM and CPM implementations. Currently the Head of Solutions Consulting at Cube, Jim has consulted and supported a wide range of clients from Fortune 500 organizations, to privately held corporations generating over $100M in revenue, to public sector entities.

Ryan Fanter

Vice President of Strategic Finance,


Ryan Fanter is a seasoned finance leader and a U.S. Marine Corps veteran. His finance career highlights include driving strategy and process improvements, as well as playing a key role in ClickUp's $400M Series C funding as their first FP&A hire.

Julia Coto


ChartSpan Medical Technologies

Julia Coto is an experienced finance leader with extensive hands-on experience building out and scaling teams and accounting operations. Prior to joining ChartSpan Medical Technologies as CFO, she led strategic finance teams at innovative companies like Thrive, Sapphire Digital, and iProspect.


Strategic Finance Pros by Cube