Future Finance

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He's passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.In this episode, you will discover:Why Carlos created his own MBA path at Wharton focused on analyticsWhy cash flow forecasting isn't just a finance problem - it's a data problemThe hidden reasons businesses turn to factoring (and why that's risky)How Tesorio uses AI to clean up messy financial dataWhy actionable insights are way more valuable than fancy reportsCarlos Vega gave us a fresh look at why cash flow is so critical and how using AI to clean, structure, and act on financial data can change the way businesses operate. From building smarter forecasts to creating better cash management habits, Carlos showed that real success isn't just about growing fast, it's about being predictable and staying in control.Follow Carlos:LinkedIn - https://www.linkedin.com/in/carlos-r-vega/Website - https://www.tesorio.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode: [00:15] - Guest Intro [01:58] - Innovation and AI MBA [05:51] - Telecom Data Insights [06:41] - MBA as a Career Catalyst [07:19] - From Factoring to Forecasting [09:26] - Cash Flow vs Budgeting Focus [13:48] - Unlocking Cash Flow Insights [15:28] - Three Pillars of Data [17:57] - Final Takeaway

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He's passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.In this episode, you will discover:How Carlos designed a custom MBA in “Innovation Through Analytics”Why cash flow forecasting is more of a data problem than a finance oneThe real reason so many businesses rely on factoring (and what it reveals)How Tesorio uses AI and ML to clean and structure financial dataWhy actionable insights matter more than predictive reportsCarlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details.Follow Carlos:LinkedIn - https://www.linkedin.com/in/carlos-r-vega/Website - https://www.tesorio.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:28] - Welcome to the Episode[02:54] - Creating a Custom MBA[09:46] - Lessons from a Factoring Business[10:50] - Why People Ignore Cash Flow[12:27] - Building in Panama vs. the U.S.[14:12] - Cash Flow Is a Data Problem[19:21] - Is Cash Flow Forecasting Overlooked?[21:01] - Building Accurate Collection Models[23:53]...

In this episode of Future Finance, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.Expect to Learn:How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Karan Sood shared meaningful strategies for managing the complexities of tariffs in today's global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.Follow Karan:LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=caWebsite - https://substack.com/@karansoodFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:08] - Introduction of Episode[03:05] - Karan's Journey into Pricing[06:45] - The Global Impact of Tariffs[12:05] - Why One-Size-Fits-All Doesn't Work[16:00] - Managing the Impact of Tariffs[20:04] - Building Flexible Pricing Models[23:09] - Transparency with Consumers[28:46] - Short-Term vs. Long-Term Strategy[34:34] - Cross-Department Collaboration[39:06] - Book recommended by Karan

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Joyce Li, a CFA, AI strategist, and former investor. Joyce shares her journey from managing multi-billion dollar portfolios to advising businesses on AI strategy and governance. She offers a thoughtful take on how AI is transforming decision-making, the importance of trust in technology, and why being human in a tech-driven world still matters more than ever.Joyce Li is a CFA, board director, AI strategist, and entrepreneur with a background in managing multi-billion dollar investments and advising corporate leaders. With an MBA from Wharton and a master's in computer science, she bridges the worlds of finance and technology. Joyce is a recognized voice in AI and advises companies on how to develop practical, trusted AI strategies for long-term value.Expect to Learn:How Joyce transitioned from finance and investing into AI strategyWhy trust and governance are essential for AI adoptionHow SMBs and large companies can adopt AI more effectivelyTips for building AI readiness in your companyWhy generative AI adoption is moving faster than past tech wavesWhy “human in the loop” matters now more than everJoyce Li brought clarity, experience, and a grounded view on what it really takes to adopt AI in a meaningful way. From building trust and transparency to thinking critically about end goals, her perspective helps bridge the gap between tech hype and business value. Whether you're leading a large company or a growing startup, Joyce's insights make it clear: real AI success starts with the right questions and ends with thoughtful execution.Follow Joyce:LinkedIn - https://www.linkedin.com/in/sjoyceli/Website - https://averanda-ai.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] - Intro and Guest Welcome[01:04] - Joyce's Shift Into AI[03:46] - Guiding Leaders on AI Strategy[06:42] - Lessons from an AI Startup[09:24] - Trust and AI in Finance[11:07] - Why Governance Matters in AI[12:57] - Replacing Legacy Tech[15:00] - AI Myths in Small Business[16:32] - Enterprise Hesitation with AI[17:58] - Speed of Generative AI Adoption[19:53] - Final Thoughts and Takeaways

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks. Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master's in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.In this episode, you will discover:How Joyce's background in finance led her to focus on AIThe real challenges businesses face when adopting AIWhy trust is crucial when introducing AI into decision-makingThe speed at which AI is changing business modelsHow to build a successful AI strategy without getting lost in the techWhy businesses need to focus on their goals before diving into AI toolsJoyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making. Follow Joyce:LinkedIn - https://www.linkedin.com/in/sjoyceli/Website - https://averanda-ai.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Welcome to the Episode[04:02] - Shifting Focus to AI Strategy[10:52] - Lessons from Co-Founding an AI Platform[12:42] - Building AI with Limited Resources[16:12] - Generative AI and the Future of Robo-Advisors[20:44] - AI's Role in Startup Growth[23:23] - Why Startups Are Winning Big Clients[25:03] - Redesigning Workflows for the Future[32:26] - Why Big Companies Hesitate[38:24] - Describe AI's Personality[42:58] - Wrapping Up the Conversation

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI's impact on financial education, advisory services, and market predictions.Expect to Learn:How digital avatars are revolutionizing financial educationWhy traditional institutions struggle with tech adoptionThe power of combining AI agents and personalized contentHow Geoff is building a fully AI-generated financial podcastWhat the future holds for AI in finance, training, and recommendationsIn this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.Follow Geoff:LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalystWebsite - https://theinvestmentanalyst.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:12] - Starting the Platform[03:30] - Digital Avatars and AI[05:25] - AI Agents in Action[07:12] - Personalized AI Experiences[08:45] - AI-Generated Podcast[10:53] - Managing AI Risks[11:38] - Favorite Tech Tools[13:18] - AI Recommendations[14:10] - Final Thoughts

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies.Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI's impact on financial education, advisory services, and market predictions.In this episode, you will discover:How AI powered digital avatars are transforming financial educationWhy traditional financial institutions struggle to keep up with tech innovationThe role of AI agents in real time investment advice and analysisHow banks like JP Morgan are integrating AI into their operationsThe ethical and reputational risks of AI generated financial contentIn this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry.Follow Geoff Robinson:LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalystWebsite - https://theinvestmentanalyst.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:55] - Introduction to the Episode[06:39] - Innovation Challenges in Finance[10:49] - AI in Financial Training[15:16] - AI Avatars in Advisory Services[19:36] - AI in Investment and Risk[22:19] - AI-Generated Podcasts[26:50] - Managing AI Risks and Reputation[37:08] - Lessons Learned and Final Thoughts[48:55] - Main Takeaway

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI's rise, OpenAI's new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals.In this episode, you will discover:How Perplexity AI is competing with ChatGPT and Gemini in AI-powered searchThe impact of AI-driven networking tools like Boardy on business connectionsOpenAI's AI agent pricing and why some models cost up to $20,000 per monthThe AI browser wars and Perplexity's challenge to Google and MicrosoftHow finance professionals can use AI to enhance efficiency and decision-makingAI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it's leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:32] - Perplexity AI's rise and its impact on AI-powered search[04:19] - Boardy's AI networking tool and its implications for professionals[05:51] - The risks of AI-generated content and best practices for using AI[16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting[18:53] - Deep Research AI and how finance professionals can use it [28:52] - Final thoughts on AI adoption in finance

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI's impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.In this episode, you will discover:How AI is revolutionizing Excel and what that means for finance professionals.The role of AI in data cleansing and automation, making finance and analytics work more efficient.Why the best coders may not be the most valuable team members in the future of finance.Insights on Copilot in Microsoft 365 and how it's changing financial modeling and reporting.The story behind Tom's Excel Minesweeper project—how he built a game in VBA using AI.As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom's journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.Follow Tom:LinkedIn - https://www.linkedin.com/in/tomhinkleclt/Website - https://excel-cafe.teachable.com/Minesweeper Game - https://www.thefpandaguy.com/new-page-3Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Introduction to the Episode[03:36] - Meet Tom Hinkle[06:07] - The Future of AI in Finance[11:53] - AI's Impact on Excel and Financial Modeling[15:31] - The Skills Professionals Need in an AI-Driven World[24:02] - Building Minesweeper in Excel with AI[29:51] - Exploring Microsoft Copilot & AI Coding Assistants[33:07] - The Importance of Storytelling in Data Analytics[36:54] - Fun Segment & Tom's Personal Quirk[40:53] - Closing Thoughts

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of Shilton Digital and a sought-after speaker, Adam brings interesting knowledge about the importance and role of AI in modern workplaces.Expect to LearnThe potential and limitations of AI-generated content in podcasts and mediaHow AI tools like Notebook LM can assist in decision-making and business analysisThe risks of AI models training on synthetic data and the potential for misinformationHow businesses can effectively integrate AI without fully outsourcing decision-makingThe future of AI-driven automation, including domain-specific AI agentsThe real value of AI lies not in outsourcing thinking, but in amplifying our ability to innovate, streamline, and create. As businesses navigate the digital transformation, the key isn't just to adopt AI blindly, but to use it as a strategic partner. Follow Adam:LinkedIn - https://www.linkedin.com/in/adamshiltontech/Website - https://www.adamshilton.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:29] - Adam's experiment with AI in comparing ERP systems.[02:29] - The Risks of AI-Generated Content [03:33] - AI Training on Synthetic Data[05:24] - Digital Data vs. Human Knowledge [07:23] - The Importance of Keeping AI Creative [08:36] - AI as a Support Tool, Not a Replacement [09:59] - The Future of AI Agents and Domain-Specific Models

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Adam Shilton, an expert in digital transformation, automation, and AI-powered workflows. The discussion focuses on how AI is changing the way we work, the risks of synthetic data, and how finance professionals can harness technology to become more efficient. Adam also shares his personal journey from corporate FP&A to running his own business, along with an overview from his recent TEDx talk.Adam Shilton is the founder of Shilton Digital, a TEDx speaker, and a digital systems architect specializing in automation, AI tools, and no-code solutions. With a background in finance and technology, he helps leaders streamline workflows, improve efficiency, and replace manual work with meaningful work. He is also the Head of Partnerships at GrowCFO, supporting SME finance leaders, and a course facilitator for AI and automation.In this episode, you will discover:The role of AI in finance and why understanding data science is crucial.The risks of synthetic AI training data and its potential long-term impact.How Adam transitioned from corporate finance to running his own digital business.The best ways to integrate AI into workflows without losing human creativity.Why learning foundational skills (like Python or Excel) still matters in the AI era.In this conversation, Adam Shilton highlighted the importance of using AI as a supporting mechanism rather than a replacement for human expertise. With the risks of synthetic data and the value of foundational skills like Python and Excel, this discussion explains the need for adaptability in the digital age.Follow Adam:LinkedIn - https://www.linkedin.com/in/adamshiltontech/Website - https://www.adamshilton.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Introduction of guest Adam Shilton[02:48] - The Rise of AI in Podcasting [06:11] - The Problem with Synthetic Data [13:44] - AI in Financial Analysis [17:20] - AI as an Augmenting Tool [25:01] - AI for Learning & Skill Development[29:04] - Should Finance Pros Still Learn Excel & Python? [38:19] - Adam's TEDx Talk [41:17] - From Corporate Finance to Entrepreneurship [44:23] - If Your TED Talk Had a Theme Song?

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI advancements shaking up the finance and tech industries. They discuss China's new AI model DeepSeek and the evolving landscape of AI-powered finance tools. The discussion breaks down what's happening, what it means for businesses, and how finance leaders should navigate the AI revolution.In this episode, you will discover:The impact of DeepSeek, China's new AI model, on the global market and major tech stocks.The data security concerns surrounding AI tools, including the latest ChatGPT data breach.A discussion on Gemini 2, Google's AI model, and how it stacks up against competitors.The rise of AI productivity tools like Operator, Deep Research, and AI-powered finance assistants.Why CFOs and finance professionals must embrace AI now and how to integrate it effectively.AI is moving at an unprecedented speed, reshaping industries, markets, and the way we work. For finance professionals, the challenge is no longer if AI will play a role, but how to use it effectively. Whether it's choosing the right tools, navigating security concerns, or leveraging automation, those who adapt will gain a competitive edge.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:27] - DeepSeek's sudden market entry and its impact [03:44] - Data Security Concerns with AI[08:24] - Gemini 2 & AI Benchmarks[09:25] - Exploring New AI Productivity Tools[14:15] - Practical Advice for CFOs on adopting AI[16:14] - The Future of AI Automation & RPA for Everyone[17:26] - Wrapping Up & Looking Ahead

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ben DeBow who is a trailblazer in technology efficiency and sustainability. Ben is at the forefront of helping businesses optimize their tech investments while balancing environmental impacts. His book, End of Abundance in Tech (Forbes Books, 2023), challenges conventional IT practices and advocates for a more sustainable, efficient approach to technology. Ben is a serial entrepreneur, author, and advocate for leveraging technology efficiently and sustainably. Through his companies, Fortified Data and Fortified, he helps organizations streamline data management and tech investments. Ben also hosts the Tech Evaluation podcast, where he discusses pressing tech challenges with industry leaders. With dual degrees in Information Systems and Accounting from the University of Cincinnati, Ben bridges the gap between finance and technology, offering unique insights into how organizations can thrive in the digital age.In this episode, you will discover:How technology spending has shifted from 2-3% of revenue to a major line item in company budgets.The concept of “tech debt” and how it silently eats into company resources.Why understanding the true cost of digital services is critical for CFOs.The environmental impact of AI and cloud computing, and how efficiency can mitigate it.Practical strategies for aligning IT and finance teams for better ROI on tech investments.Ben's knowledge highlights the importance of adopting an efficiency mindset, not just to control budgets, but to create sustainable, long-term value. By aligning IT strategies with business goals and fostering better communication between finance and tech teams, organizations can optimize their technology investments without compromising growth or sustainability. Follow Ben:LinkedIn - https://www.linkedin.com/in/bendebow/Website - https://bendebow.com/Company - https://fortified.com/End of Abundance in Tech - https://a.co/d/iu0FqG0Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:53] Ben DeBow's background[04:44] The Rising Cost of Technology [07:12] Inefficiencies in IT Systems [11:43] Subscription Creep & SaaS Spending [14:12] Aligning Tech with Business Value...

In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.Expect to LearnWhy generative AI presents unique challenges for audit and compliance.How companies can implement AI while staying audit-ready and minimizing risk.The importance of “reperformance” and ongoing validation for AI systems.Real-world examples of companies navigating AI implementation in finance.Predictions for the future of audits, including real-time monitoring powered by AI.Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:09] – Challenges of Using AI in Auditing[01:11] – Current Gaps in Audit Guidance for AI[02:13] – The Role of Reperformance in AI Validation[03:28] – Balancing AI Adoption with Audit...

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper check out the transformative potential of AI and its implications for businesses, especially in finance and compliance. With guest Jason Pikoos, the discussion unpacks the opportunities and risks associated with adopting generative AI. Jason shares his experience developing frameworks that guide companies in responsibly leveraging AI while maintaining agility and compliance.Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason's extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.In this episode, you will discover:Why AI governance can accelerate adoption instead of slowing it down.The risks and opportunities in using generative AI for finance and accounting.How companies can prepare for audits and compliance in the AI era.The role of AI in revolutionizing business processes through advanced automation.Practical advice for businesses to integrate AI thoughtfully without jeopardizing compliance.The intersection of AI, governance, and business transformation is both exciting and complex. By embracing thoughtful governance, companies can not only mitigate risks but also unlock AI's full potential to transform finance and operations. The key lies in understanding the balance between control and innovation, ensuring AI adds measurable value to your organization.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:31] Introduction and Opening Thoughts[02:37] Meet Jason Pikoos[04:09] Why AI Governance Matters[06:10] Driving Innovation with Governance[09:30] Challenges of Generative AI in Public Companies[14:19] Reperformance and...

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025. The conversation is an engaging mix of professional insights, personal anecdotes, and a bit of humor to ring in the new year.Paul Barnhurst known as "The FP&A Guy," is a finance thought leader who bridges the gap between finance, technology, and strategy. Glenn Hopper: A finance professional and author focused on leveraging AI and technology in finance to drive innovation. Glenn brings expertise from a practitioner's perspective and insights into the evolving role of technology in business.In this episode, you will discover:Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.The challenges and opportunities in integrating generative AI into financial workflows.Reflections on the professional and personal growth journeys of the hosts over the past year.Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.The evolution of tools for fractional CFOs and the future of scalable financial solutions.Paul and Glenn explored the dynamic intersection of finance, technology, and innovation. 2025 holds the promise of even greater strides in AI, quantum computing, and tools that redefine how finance professionals work and collaborate. This episode has been a blend of reflection, insight, and a bit of fun to welcome the new year. Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:44] Introduction to the Episode[02:44] Looking Back at 2024[12:45] Biggest Tech Trends of 2024[19:49] Emerging Financial Technologies[23:06] Fractional CFO Tools[27:21] Innovative Planning Tools.[30:57] Predictions for 2025[37:08] Fun with AI-Generated Songs[44:26] Closing Remarks

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the role of artificial intelligence and high-stakes industries, including finance, energy, and defense. Guest Jon Brewton shares how his company is leading the charge in explainable and traceable AI solutions.Jon Brewton is the founder and CEO of Data Squared, a service-disabled veteran owned business at the forefront of generative AI solutions. With a history of impactful roles at BP and Chevron, Jon's expertise combines technology innovation and operational efficiency. His work emphasizes AI solutions that prioritize traceability, explainability, and reliability.In this episode, you will learn:How AI traceability and explainability are transforming finance and other industries.The significance of knowledge graphs and Graph Rag techniques in financial data.The challenges of AI hallucinations and how to mitigate them in critical applications.Practical strategies for integrating AI and advanced analytics into financial workflows.Jon's personal journey from the military to pioneering cutting-edge AI solutions.Jon Brewton explains the importance of traceability and explainability and the transformative potential of knowledge graphs and advanced analytics. He shares practical tips and approaches that financial professionals can adopt today. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:05] - Introduction to Jon Brewton[01:41] - Founding Data Squared[04:58] - Why Traceability Matters in AI[10:07] - Generative AI in High-Stakes Industries[12:10] - Role of Knowledge Graphs[18:11] - Linking Financial Data[20:38] - Addressing AI Hallucinations[27:36] - Starting with AI in Finance[32:00] - Personal Reflections[35:05] - Closing Thoughts

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.In this episode, you will learn:Microsoft's advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:50] - Advancements in Spreadsheet LLMs[04:54] - OpenAI's Roadmap to AGI [13:49] - Jon Brewton Introduction[18:45] - Importance of Traceability and Explainability[25:40] - Knowledge Graphs and Financial Data[34:56] - Addressing AI Hallucinations[42:01] - Advice for Finance Leaders[45:48] - Jon's Unique Experiences[48:53] - Closing Remarks

In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.In this episode, you will discover:How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.The role of AI in automating data cleaning and governance for finance teams.Strategies for reducing technical debt in SMBs to unlock the full potential of data.Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.Tips for fostering a data-driven culture within organizations and empowering FP&A teams.Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth. Follow Gabi:LinkedIn: https://www.linkedin.com/in/gabriellasteele/Website: https://www.preql.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:09] Introduction for Gabi Steele[01:09] From Art to Analytics[04:33] Data Storytelling in Finance[08:04] AI and FP&A Transformation[14:14] The Democratization of Analytics[18:15] Challenges in SMB Data Adoption[19:04] Building a Data-Driven Culture[33:58] Fun Get-to-Know-You Questions[38:16] Closing Thoughts

In this insightful episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the evolving landscape of finance, data analytics, and automation with Gabi Steele, a seasoned data visualization expert and co-founder of Preql. The discussion navigates the challenges finance teams face in building data-driven cultures, leveraging AI tools, and creating efficiencies in data management.Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.In this episode, you will discover:How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.The importance of storytelling and accessibility in data visualization.Ways to foster a data-driven culture within organizations of all sizes.Challenges and solutions for integrating AI with financial planning and analysis (FP&A).The future of low-code/no-code tools in democratizing data analytics.Gabi Steele offered a masterclass in how finance professionals can embrace the transformative power of data and AI. From simplifying complex data processes to fostering a culture of analytics, Gabi underscored the importance of aligning teams, tools, and technology for smarter decision-making. Follow Gabi:LinkedIn: https://www.linkedin.com/in/gabriellasteele/Website: https://www.preql.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:48] - Introduction to the Episode[08:23] - Financial Modeling World Cup[19:37] - Discussion on AI Subscriptions[25:53] - Meet Guest: Gabi Steele[26:59] - Data's Role in Finance[33:58] - Leveraging AI in Data Management[39:07] Democratizing Data Access[44:57] Building a Data-Driven Culture[49:45] Challenges in SMB Data Integration[59:51] Fun Segment: Get to Know Gabi

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.Expect to Learn:The interplay between finance, data, and technology in decision-making.The critical first steps to establishing effective data governance and management.Real-world stories of overcoming challenges with data literacy and BI implementation.How to prepare finance teams for scaling and adopt advanced analytics.The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:59] From Coding to Finance Leadership[04:22] Building Stories with Data[09:35] Transition to Data Analytics Leadership[12:49] Tackling Data Governance Challenges[17:17] Owning the Data Narrative[19:57] Typical Clients and Scaling Finance Teams[25:23] Bridging the Finance Skills Gap[30:02] Fun and Random: Nathan's Travel Tales[32:52] Closing Thoughts and Wrap Up

This episode of Future Finance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.In this episode, you will discover:The importance of getting your “data house” in order before implementing AI.How self-service BI tools can both empower teams and create challenges in organizations.Why data governance and stewardship should be a co-led initiative between finance and engineering.The role of finance leaders in ensuring data literacy and ownership across departments.Practical insights into scaling finance operations for mid-market companies looking to grow.As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:58] - Generative AI and Finance: Myths vs. Reality[11:17] - AI's Dependency on Clean Data[12:36] - Guest Introduction: Nathan Bell[20:02] - Bridging Data, Finance, and Storytelling[25:25] - Foundations of Data Governance[29:54] - Challenges with BI and Metrics Ownership[32:33] - Scaling Finance Teams for Growth[42:38] - Fun Segment: Travel Stories[45:29] - Closing Thoughts and Call to Action

In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia's AI initiatives to new generative AI tools in finance.Expect to Learn:How to evaluate financial planning tools effectively and cut through vendor hypeThe impact of live AI integration on financial software and employee productivityKey lessons from Daymond John's FATE keynote on goal-setting and personal growthTrends in finance tech and new generative AI capabilities from OpenAI and AnthropicPractical approaches to implementing generative AI in finance while managing riskThis episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization. Follow Alex:LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Liran:LinkedIn: https://www.linkedin.com/in/drliranedelist/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/hOEegnRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:19] - Conference Overview and Experience[03:50] - Keynote Highlights from Daymond John[05:28] - Alex Brower on Vendor Selection and Demos[10:29] - Paul on Navigating the FP&A Tool Market[17:58] - Glenn on Generative AI in Finance[23:30] - Liran Edelist on Modernization and Data Strategy[29:13] - Tech Trends to Watch for 2025[34:18] - Fun Segment: Spreadsheet Challenges[36:23] - Wrap-Up and Feedback Request

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They're joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.In this episode, you will discover:Frameworks for choosing FP&A tools that match different organizational needsThe real impact of AI on finance jobs and practical uses of AITop Takeaways from the Finance and Technology Expo Why consolidated data is crucial for effective AI and planning applications The importance of having policies for AI integration to prevent misuse In this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today's finance tech landscape and preparing for tomorrow. Follow Alex:LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Liran:LinkedIn: https://www.linkedin.com/in/drliranedelist/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/hOEegnRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:44] - Paul's Monologue: People, Process, and Technology[05:32] - The Future of Jobs in the AI Era[08:45] - Reflections on the Finance and Technology Expo[14:15] - Alex Brower on Choosing the Right Finance Tools[19:17] - Insights from Paul's Presentation[26:47] - Glenn on Effective AI Strategy for Finance Teams[31:47] - Modernization and Data-Driven Decision Making[38:01] - Latest AI Innovations and Predictions for 2025[45:35] - Wrap-Up and Closing Remarks

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify. The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.Expect to Learn:How Amalgam helps businesses automate data processes without complex implementationsKey challenges in transitioning from simple tools to robust financial platformsThe role of AI in finance and how to prepare for its ongoing integrationJoe's approach to investing in AI-focused startups and risk mitigationPractical steps finance teams can take today to become more tech-enabledJoe's insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you're in finance, tech, or an entrepreneurial role, Joe's practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:56] – The creation and purpose of Amalgam[02:07] – Challenges in scaling a product for the finance market[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam[05:46] – Thoughts on agnostic, supportive, and proactive AI investments[11:09] – How not storing data directly adds value and simplicity[18:51] – Joe's three-part approach for finance teams preparing for AI[21:19] – Moving beyond chatbots to a seamless integration in daily workflows[28:12] – Fun segment – “Get to Know You”[32:47] – Closing remarks and final thoughts

In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.In this episode, you will discover:How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe's perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe's perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/h8cTGeRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:47] – Real Use Cases of Generative AI[09:14] – Introduction to guest Joe Manganelli[11:13] – Overcoming Challenges and Scaling the Product[13:51] – Joe's Investment Philosophy in AI and Startups[19:36] – Amalgam's Data Security and Efficiency Approach[28:05] – The ‘Walk Before You Run' Strategy for AI in Finance[30:33] – The Proactive Potential of Generative AI in Finance[35:16] – Future of Predictive Financial Analysis with AI[38:01] – Fun Q&A segment with...

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies. Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.Expect to Learn:How generative AI can revolutionize corporate financePractical examples of how AI tools can improve productivity for finance professionals.The importance of becoming a "citizen developer" in the finance industryThe role of Python in automating financial processes and making data-driven predictions.The best practices for finance professionals to adopt AI and integrate it securely Whether you're already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas' advice and experience provide a valuable roadmap for leveraging these technologies effectively.Follow Nicolas:LinkedIn: https://www.linkedin.com/in/bouchernicolas/Website: https://ai-finance.club/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:04] - Introduction of Nicolas Boucher[01:46] - Nicolas' AI Discovery Journey[03:47] - Using AI in Day-to-Day Business[08:03] - The Role of Python and Automation in Finance[15:05] - Exciting AI-Powered Software in Finance[20:11] - Democratizing Finance Through AI[25:31] - How Finance Professionals Can Stay Ahead in AI[30:12] - Random Question Segment[36:28] - Closing Thoughts and contact information

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions. Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.In this episode, you will discover:How AI can analyze real-time events to provide actionable investment insights for retail investorsThe role of data in replacing opinion-based decisions with factual, evidence-driven analysis Strategies for successfully integrating AI tools into financial decision-making processesInsights into the challenges and rewards of being a startup entrepreneur in the fintech spaceKey factors in building AI models specific to financial services and tailoring models to sector-specific needsThe conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew's insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.Follow Andrew:LinkedIn: https://www.linkedin.com/in/einhorn/Website: https://www.levelfields.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:09] – Why your company needs an AI strategy[09:59] – Navigating the pitfalls of early AI adoption[16:50] – Introducing Andrew Einhorn and Level Fields[18:01] – The entrepreneurial drive and startup challenges[24:02] – From epidemiology to AI in finance[33:14] – How level fields makes advanced investment analysis accessible[40:27] – Leveraging proprietary AI models in financial analysis[44:05] – Quick-fire personal questions with Andrew[47:12] – Closing remarks and wrap up

In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-making, and business strategy.Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals. He shares his passion for AI and finance, emphasizing the importance of AI tools like ChatGPT, Python, and generative AI in driving efficiency and innovation in the finance world.In this episode, you will discover:How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.The importance of debiasing AI models and ensuring fairness in AI-driven decisions.How to incorporate Python and automation into finance operations to accelerate workflows.Practical insights on how companies can integrate AI without needing vast data science teams.The future of citizen developers in finance and the democratization of coding with AI tools.In this episode, Nicolas Boucher discusses the vast potential of AI in finance, from automating mundane tasks to empowering professionals with tools that enhance productivity and decision-making. Ultimately, while AI is revolutionizing finance, human expertise, creativity, and strategic thinking will remain irreplaceable.Follow Nicolas:LinkedIn: https://www.linkedin.com/in/bouchernicolas/Website: https://ai-finance.club/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:57] Addressing bias in AI and its impact[06:25] Your Job is Safe (for Now)[09:50] Introduction to guest Nicolas Boucher[13:41] AI in day-to-day business[17:53] Generative AI and Python in finance[25:01] AI tools for finance professionals[30:02] Citizen developers and AI in SMBs[35:14] How to stay ahead in AI[40:02] Random questions segment[46:18] Conclusion and final thoughts

In this episode of Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive deep into the revolutionary impact of generative AI on industries, with a particular focus on its implications in finance. They explore how AI transforms workflows, enhances productivity, and shifts the focus from tasks to higher-level thinking. The conversation breaks down common misconceptions about AI, such as the overhyped role of “prompt engineering,” and emphasizes how businesses can integrate AI while maintaining data privacy and security. Conor Grennan, the guest of this episode, is the Chief AI Architect at NYU Stern School of Business and the founder of AI Mindset, a company helping leaders adopt AI effectively. Beyond AI, Conor is a New York Times best-selling author, recognized globally for his humanitarian work. His expertise lies not only in AI implementation but also in helping non-technical individuals understand and utilize AI's potential.In this episode, you will discover:The reality behind generative AI myths and why prompt engineering is overrated.How AI transforms jobs by automating tasks, not replacing roles.Ways finance professionals can balance AI efficiency with data privacy concerns.Why adopting an AI mindset is crucial for leveraging its full potential.How embracing AI in your work can give you a competitive edge in your career.For finance professionals interested in harnessing the power of generative AI while balancing efficiency and security, this episode offers practical insights and frameworks. Conor Grennan's unique blend of technical knowledge and relatable, human-centered teaching makes this a must-listen for anyone looking to stay ahead in the AI revolution.Follow Conor:LinkedIn: https://www.linkedin.com/in/conorgrennan/Website: conorgrennan.comJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:59] - Concerns about data privacy in AI[08:32] - Introduction of Conor Grennan[10:10] - Conor's background and AI journey[12:40] - The role of a chief AI architect[16:42] - The truth about prompt engineering[20:54] - The AI mindset and learning curve[27:55] - AI's impact on jobs[35:23] - Conor's AI course and framework[37:29] - Conor's book: Little Princess[42:47] - Conclusion and final thoughts

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the transformative impact of artificial intelligence (AI) on financial planning and analysis (FP&A). The discussion revolves around how AI tools, from generative AI to sophisticated models like OpenAI's Project Strawberry, are reshaping the finance landscape. The episode features Gabriela Gutierrez, a finance professional turned AI enthusiast, who shares her journey of integrating AI into finance.Gabriela Gutierrez is a dynamic finance leader and entrepreneur with a strong background in AI, Python programming, and machine learning. She has worked in various financial roles, including FP&A at eBay and as a local CFO for Teads in Germany. Gabriela's passion for innovation led her to launch a stealth startup focused on AI-powered finance solutions. She shares her insights into the evolving role of finance professionals in the AI era and her experiences in building an AI-centric company. In this episode, you will discover:The potential of AI to automate and enhance FP&A processes.Insights into OpenAI's Project Strawberry and its implications for the finance industry.The skills finance professionals need to thrive in an AI-driven world.How Gabriela Gutierrez transitioned from traditional finance roles to becoming an AI-driven entrepreneur.Predictions on the future of finance jobs in the context of advancing AI technologies.It's clear that the intersection of AI and finance offers both exciting opportunities and unique challenges. This episode provides a wealth of knowledge for finance professionals to embrace AI as a tool for innovation, efficiency, and strategic growth.Follow Gabriela:LinkedIn: https://www.linkedin.com/in/gabriela-gutierrez-15ba0571/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:59] - Introduction to the episode[01:43] - Key takeaways from Carl Seidman's FP&A insights[07:02] - Exploring OpenAI's project Strawberry[11:58] - Gabriela Gutierrez background and career journey[16:39] - Overcoming challenges in AI integration[19:51] - Insights on Gabriela's Stealth Startup[26:29] - Fun segment: get to know Gabriela[30:31] - Conclusion and episode wrap-up

This week's show notes are written by Microsoft CoPilot. What does the future of accounting and finance look like? How can you leverage technology, especially generative AI, to take your career to the next level? Join Paul Barnhurst and Glenn Hopper as they explore these questions and more with Tom Hood, a renowned leader and innovator in the accounting profession.Tom Hood is the EVP of Business Engagement and Growth at the Association of International Certified Professional Accountants. He has been a pioneer in integrating technology into finance for over 24 years, and he shares his insights and advice on how you can do the same. In this episode, you will discover:How technology is reshaping the accounting and finance industry and what it means for you. How to start using generative AI today to automate tasks, generate insights, and create value.How to overcome the fear of failure and embrace risk-taking as a way to learn and grow.How generative AI will become more sophisticated and powerful in the near future and what you need to prepare for it.How to communicate effectively with your stakeholders and clients in the age of AI.Don't miss this opportunity to learn from one of the most influential voices in the accounting profession. Listen to this episode and find out how you can harness the power of technology and generative AI to transform your career and the future of finance.Follow Tom:LinkedIn: https://www.linkedin.com/in/tomhood/Company: https://blionline.org/Blog: http://blionline.org/blogAICPA & CIMA: http://www.cgma.org/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:38] - Latest AI developments and their impact on the finance industry[11:40] - Introduction to the episode and guest Tom Hood[12:58] - The intersection of technology and accounting[17:03] - Practical benefits and risks of generative AI in finance[21:03] - The future of generative AI in finance[30:28] - Advice for aspiring accountants[32:50] - Fun segment: get to know Tom Hood[36:55] - Conclusion and final thoughts

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Christian Martinez, a finance transformation expert and AI enthusiast, to explore the intersection of finance, artificial intelligence, and data analytics. The discussion covers the growing importance of AI and Python in finance, the benefits of leveraging dashboards for financial storytelling, and how professionals can enhance their skill sets to stay ahead in a rapidly evolving industry. Christian shares his journey, the practical applications of AI in FP&A, and offers insights into how Python, integrated with Excel, is revolutionizing finance functions.Christian Martinez is a Finance Transformation Senior Manager at Kraft Heinz, with extensive experience across Europe, Australia, and South America. Known for his expertise in combining finance, Python, AI, and machine learning, Christian is passionate about teaching others how to harness these tools to improve financial analysis and decision-making. He recently launched a newsletter, "AI for FP&A and Finance," where he shares practical AI applications tailored for finance professionals.In this episode, you will learn:The critical role of AI and Python in transforming financial planning and analysis (FP&A).How to leverage dashboards like Tableau and Power BI for effective financial storytelling.The evolving landscape of AI tools in finance and the growing need for data literacy.Practical tips on integrating Python with Excel to enhance financial operations.The importance of continuous learning and staying updated with the latest technology trends in finance.Follow Christian:LinkedIn:https://www.linkedin.com/in/christianmartinezthefinancialfox/Website:https://linktr.ee/ThefinancialfoxBlog: https://christianmartinezfinancialfox.medium.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. In Today's Episode:[01:51] - Introduction and context setting for discussing the impact of AI on finance[08:01] - Introduction to Christian Martinez, highlighting his unique expertise in finance, Python, and AI.[09:12] - Christian's newsletter and practical AI tools for finance professionals[15:39] - The Power of dashboards in financial analysis[25:05] - A discussion on the value of coding skills in finance[29:38] - Python in Excel: A game changer[37:51] - Getting personal: Christian's hidden talents[41:52] - Final remarks from Christian and closing thoughts

Future Finance: Unlocking the Power of AI for Finance Professionals With Jon Brewton TLDR: Jon Brewton, the founder and CEO of Data2, talks about how his company uses AI and machine learning to help clients in make better decisions and avoid errors.Each week we ask AI to generate our show notes and optimize them to get you interested in the story. This week we used Microsoft CoPilot to write the shownotes.This episode of Future Finance features Jon Brewton, the founder and CEO of Data2, a company that provides AI and machine learning solutions for finance and other industries. He discusses how his company helps clients use AI to analyze data and make better decisions, as well as the challenges and risks of using AI in high-stakes contexts.Jon Brewton is an expert in AI and machine learning, with a rich background in operations management, digital transformation, and engineering. He has worked at major energy companies like BP and Chevron, and he is a US Air Force veteran and a graduate of some of the top universities in the world. He shares his insights and best practices on how to leverage AI and machine learning to enhance financial performance and outcomes, and how to avoid common pitfalls and errors that can arise from AI applications.In this episode, you will learn:· What Data2 does and what its goals and principles are in AI and machine learning.· Why traceability and explainability are crucial for AI applications in high-stakes industries like finance.· How Knowledge Graph technology can enhance financial data analysis and provide more context and meaning.· What AI hallucinations are and how they can affect financial decision-making.· How to integrate advanced analytics and AI into your finance workflows and processes.This episode is a must-listen for anyone who wants to learn how AI and machine learning can help them make smarter decisions. Listen to the episode now and discover how you can use these technologies to your advantage.Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/ Website: https://www.data2.ai/Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguyFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.Follow QFlow.AI:Website - https://qflow.ai/future-finance[01:50] Introduction to the episode[02:29] Opening remarks by Paul Barnhurst. [04:54] Why your job is safe for now[13:50] Introducing Jon Brewton and his extensive background.[14:51] Welcoming Jon Brewton to the show[15:31] Jon shares the story and mission of Data 2.[18:47] Discussing the critical features for financial institutions.[25:11] Exploring advanced applications and their benefits including generative AI and knowledge graphs.[34:24] Addressing AI hallucinations and how Data Squared tackles this issue to ensure reliable outcomes.[41:41] Advice for finance departments on adopting AI technologies.[46:28] Jon shares his most rewarding job and a cause he's passionate...

TLDR: Jim O'Neill, co-founder of SaaSWorks, discusses the critical role of AI in modern finance, emphasizing the importance of clean data, the convergence of AI with other technologies, and the need for businesses to adapt to an AI-driven landscape.These show notes were written by Claude.AI Sonnet LLM Model. Dive into the Future of Finance with AI Pioneer Jim O'NeillAre you ready to revolutionize your business with AI? Join us as we explore the cutting edge of financial technology with Jim O'Neill, co-founder of SaaSWorks and former HubSpot executive. In this eye-opening episode, Jim unveils the secrets to harnessing AI's power in finance and beyond.Key Insights:The make-or-break factor for AI success: pristine dataAI's game-changing fusion with quantum computing, nanotech, and gene editingWhy your company needs an AI budget – nowNavigating the ethical minefield of AI advancementCultivating an AI-driven culture of innovationDon't miss Jim's invaluable wisdom on preparing your business for the AI revolution. Learn how to stay ahead in a rapidly evolving technological landscape and transform your financial operations.Follow Jim:LinkedIn: https://www.linkedin.com/in/jim-oneill/Website: https://www.saasworks.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance. Follow them on LinkedIn:Glenn: https://www.linkedin.com/in/gbhopperiii Paul: https://www.linkedin.com/in/thefpandaguySponsored by QFlow.ai – Revolutionizing B2B revenue planning and analysis. Learn more at Qflow.ai/future-finance.In honor of having the show notes written by AI we have added the below sonnet as Claude.AI, Sonnet model wrote the notes. Sonnet:In finance's realm, where numbers reign supreme, A new force rises, born of silicon, Artificial minds, a waking dream, O'Neill speaks of change that's just begun.Clean data's key, the lifeblood of AI, As quantum leaps with nano-innovations dance, In gene-spliced futures, new worlds we'll spy, While ethics guard our technological advance.Businesses must adapt or fade away, Embracing risk and AI's transformative might, O'Neill's wisdom lights the coming day, Where human and machine in harmony unite.So heed this call, let Future Finance guide, To prosperous tides on which we'll proudly ride.In today's episode:[00:52] - Episode Overview and Sponsorship[01:38] - Monologue[07:31] - Your Job is Safe[08:56] - Importance of clean data for effective AI implementation[09:58] - Guest Introduction[15:30] - Founding SaaSWorks and its mission[18:11] - Common issues with spreadsheets and data management[21:09] - Discussion on generative AI in business operations[25:55] - Using AI for innovative and unexpected solutions[29:11] - Recommendations for companies adopting AI[32:07] - Discussion on AI adoption and Excel parallels[32:37] - Random AI-Generated get to know you questions[36:08] - Conclusion

This week on Future Finance before getting to our guest interview HAL 9000l makes a guest appearance and Glenn has a fun discussion about romantic relationships and AI that you will not want to miss. Welcome to the exciting world of Future Finance! Today's episode dives into the exploration of the dynamic intersection of AI and finance. Ben Dooley, the global head of Productized Solutions at Infospace, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion on responsible AI, strategic innovation, and the future of financial automation.Here are the key takeaways to whet your appetite for the full episode:Ben emphasizes the importance of a responsible AI framework that includes human-centric design, fairness, explainability, security, reliability, and compliance to ensure ethical and effective AI implementation.Tailoring AI to meet human needs without mimicking human intelligence is crucial for making AI tools that enhance human capabilities and ensure user trust.The need for AI to be explainable is highlighted, with Ben suggesting models should cite their sources and provide logic for their decisions to build trust and understanding among users.Privacy concerns around AI usage are discussed, emphasizing the necessity for better regulatory frameworks to control who has access to data and how it is used.The discussion on how AI can play a strategic role in finance by improving forecasting, automating processes, and driving strategic transformation within organizations.The discussion touches on the current capabilities of AI in automating traditional finance tasks and the potential future where true autonomous agents could revolutionize the industry.With over a decade of experience in managing complex projects, driving corporate change, and leading entrepreneurial ventures, Ben is an expert in AI and change management. This insightful episode with Ben Dooley underscores the importance of responsible AI and its transformative potential in finance.Follow Ben:LinkedIn: https://www.linkedin.com/in/bendooley/Website: https://www.infocepts.ai/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeStay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.Learn more at Qflow.ai/future-finance.In today's episode:[01:16] - Episode Overview and Sponsorship[03:00] - Responsible AI Framework Introduction[04:40] - Reliability and Compliance in AI[06:21] - Current AI Capabilities and Risks[11:47] - Guest Introduction[12:14] - AI in Traditional Finance Tasks[17:52] - Fairness and Bias in...

Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. We are sharing an episode from Financial Modeler's Corner. Stay tuned for an engaging conversation you won't want to miss. Here are the show notes from our previous episodes.Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.Key takeaways from this week's episode include:Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.Download a sample fully dynamic 3-statement model Excel Files — The FP&A Guy (thefpandaguy.com), courtesy of Cameron and Nicolas Hay. Quotes:Here are a few relevant quotes from the episode on financial analysis and modeling:"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”Follow Cameron and Nicholas:Cameron Hay LinkedIn - https://www.linkedin.com/in/cameron-hay-ca-a31b4752/Nicholas Hay LinkedIn- https://www.linkedin.com/in/nicholas-hay-1992/Website -

TLDR: These show notes were optimized using Google Gemini after we tried Meta Llama 3 8B and ran into issues. The show notes are designed to make you listen to the full episode thanks to AI. Below is a poem for the show from GeminiThe numbers whiz by,a blur in the night, Financial wizards locked in a fight. AI swoops in, a tool sharp and bright, Saving precious hours, making data take flight.Future Finance: AI Revolutionizes Financial PlanningWelcome to the exciting world of Future Finance! Today's episode dives into the transformative power of Artificial Intelligence (AI), specifically generative AI, in the financial industry. Our guest, Adam Tzagournis, a CPA, full-stack developer, and the founder of FlowCog Canvas, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion.Here are the key takeaways to whet your appetite for the full episode:Generative AI for the Win: Researchers are making significant strides in AI, with studies demonstrating its ability to outperform human analysts in tasks like financial statement analysis. This translates to more accurate and timely insights for better decision-making.AI as a Powerhouse for Productivity: Generative AI automates repetitive tasks such as data analysis and reporting, freeing up valuable time for finance professionals to focus on strategic analysis and decision-making.Human-AI Collaboration is Key: The future lies in a collaborative approach where AI empowers human expertise. Financial professionals can leverage AI tools to gain deeper financial insights and proactive risk management strategies.The Rise of the Evolving Workforce: The financial industry is on the cusp of a transformation. While some jobs may be displaced by AI, new roles will emerge, emphasizing the need for data science and AI literacy.Follow Adam:LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/Website: https://canvas.flowcog.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website: https://qflow.ai/future-financeStay tuned for the full episode where you'll learn more about the exciting applications of generative AI in financial projections, the future of financial roles, and much moreFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.Learn more at Qflow.ai/future-finance.In today's episode:[06:54] Introduction[07:30] AI and Nose-Picking[08:55] Guest Introduction[10:10] Early Adoption of AI[13:28] Generative AI in Financial Projections[17:00] Pace of AI Advancements[18:12] AI as a Productivity Tool[25:39] AI for Small and Medium Businesses[30:35] Fun rapid-fire Session[33:40] Future of Finance Predictions[36:50] Contact...

TLDR: These show notes were optimized using Claude ChatGPT 4.0 and are designed to make you listen to the full episode. We also asked H4.0 to write a brief limerick summarizing the show notes.There once was a podcast on AI,Transforming accounting, oh my!With Mitchell's insight,Efficiency in sight,A must-listen for those on the fly.Show Notes:Welcome to Future Finance, with your hosts Paul Barnhurst and Glenn Hopper, where we focus on the technological advancements and emerging trends fueling the FP&A professionals. We bring you vital updates and insights into the technologies that are going to shape not just finance and accounting, but every sector of the world in the years ahead.In today's episode, Paul and Glenn engage in a conversation with Mitchell Troyanovsky, Co-Founder of Basis, to discuss the transformative impact of AI on the accounting profession. The discussion highlights the differences between rule-based systems and generative AI.Highlights of the Episode:Generative AI vs. Rule-Based Systems: Generative AI offers contextual understanding and reasoning, unlike rule-based systems that rely on rigid if-then statements, making it more adaptable to complex accounting tasks.AI as a Digital Assistant: AI can create first drafts of accounting tasks, enabling accountants to review and refine the work, thus saving time and increasing productivity. "You'll start having accountants much more of their job, rather than being this kind of monotonous manual work, start to be like, okay, this work has been done for me as a first draft, let me now review it."Enhancing Strategic Value: AI acts as a digital assistant, supplementing the workforce rather than replacing it, and allowing accountants to provide more strategic value to their clients. "It is a tool for accountants. Explicitly, at the end of the day, the job that they can do the best is to advise their clients, help their clients, help them make better decisions, and be that partner, with them, rather than needing to be stuck in all the manual work needed to get to that actual real value add at the end of the day."Shifting Roles and Skills: The introduction of AI in accounting will shift the focus from data entry and basic tasks to more analytical and advisory roles, making the profession more appealing to new graduates.Addressing Trust Issues: While AI will make mistakes, just like human employees, it is essential to implement systems to catch errors and continuously improve AI performance through feedback and iteration.Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.Learn more at qflow.ai/future-financeFollow Mitchell:LinkedIn: https://www.linkedin.com/in/mitchelltroyanovsky/Website: https://www.getbasis.ai/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website: https://qflow.ai/future-financeIn

TLDR: These show notes were optimized using Claude AI Haiku and are designed to make you listen to the full episode. We even asked Haiku to provide a Haiku summarizing the show notes for your reading pleasure.Haiku:Finance takes new shape,AI-driven transformation,Shaping the future. Prepare to be captivated as hosts Paul Barnhurst and Glenn Hopper welcome Sasha Orloff, CEO of Puzzle, to uncover the technological advancements reshaping the world of finance and accounting. In this eye-opening episode, you'll discover:How generative AI is seamlessly integrating into everyday software, automating tasks and delivering data-driven insights.The rise of "AI agents" in 2024 - advanced systems designed to autonomously process complex problems and provide tailored solutions.Sasha's visionary project, Puzzle, modernizing accounting software with real-time, flexible financial data processing.The transformative potential of blockchain technology to enhance transparency and traceability of financial transactions.The future of finance reimagined through AI and predictive analytics, empowering more precise forecasting and strategic decision-making.Sasha shares his insightful perspective:"I'm building Puzzle, which is modern accounting software for growing companies.""We may not yet be at a point where AI is going to take our jobs, but the future will be divided into two camps: people who use AI and those who don't. One of these groups is going to be left behind."Don't miss this captivating conversation that explores the intersection of finance, technology, and AI. Gain invaluable insights to stay ahead of the curve and thrive in the rapidly evolving world of corporate finance.Follow the Conversation:Glenn Hopper (LinkedIn: https://www.linkedin.com/in/gbhopperiii)Paul Barnhurst (LinkedIn: https://www.linkedin.com/in/thefpandaguy)Sasha Orloff (LinkedIn: https://www.linkedin.com/in/saor/)Puzzle (LinkedIn: https://www.linkedin.com/company/puzzlefin, Website: https://puzzle.io)Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Learn more at Qflow.ai/future-financeIn today's episode:[01:53] Introduction[03:34] The latest phase of AI revolution[04:51] Pros and cons of chatbots and the rise and evolution of AI agents[09:17] Recent updates about AI[13:52] Guest's background[15:30] Insights from guest's career[17:51] Introduction of Puzzle and future of general ledger in accounting[25:12] How blockchain can be an effective tool for accounting[30:24] How AI and predictive analytics can change finance in upcoming years[34:34] Democratization of data science and various uses of machine learning[39:05] Lighting Round Questions!

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