In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success.

Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities.

Expect to Learn:

Why networking should start long before you need your next opportunity
How to choose the right networking organizations for your career goals
Simple strategies introverts can use to build meaningful professional relationships
Why mentoring and networking naturally go hand in hand

Here are a few relevant quotes from the episode:

"Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer
"You don’t need a title to add value; small gestures can create lasting connections." - Josette Ferrer

Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself.

Follow Josette Ferrer:

LinkedIn: https://www.linkedin.com/in/josetteferrer/

Follow Glenn Snyder:

LinkedIn: https://www.linkedin.com/in/glennsnyder/

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today's Episode:

[00:00] – Trailer

[04:22] – What Great FP&A Looks Like

[12:36] – Choosing the Right Networking Group

[21:23] – Why You Should Start Networking Early

[27:39] – Building and Maintaining Your Professional Network

[33:18] – Networking Strategies for Introverts

[41:21] – The Power of Mentorship

[52:05] – Final Networking Advice for Finance Professionals

Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer

The FP&A Guy Network

Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer