POPULARITY
Categories
185 episodes with FP
117 episodes with FP
95 episodes with FP
101 episodes with FP
83 episodes with FP
81 episodes with FP
45 episodes with FP
![Defeat the [DC Sports] Curse](https://ivyfm.s3.amazonaws.com/i320/532494.jpg)
115 episodes with FP
131 episodes with FP
45 episodes with FP
55 episodes with FP
66 episodes with FP
35 episodes with FP
48 episodes with FP
48 episodes with FP
80 episodes with FP
34 episodes with FP
32 episodes with FP
20 episodes with FP
27 episodes with FP
43 episodes with FP
22 episodes with FP
26 episodes with FP
26 episodes with FP
21 episodes with FP
19 episodes with FP
15 episodes with FP
21 episodes with FP
18 episodes with FP
17 episodes with FP
299 episodes with FP
18 episodes with FP
11 episodes with FP
21 episodes with FP
17 episodes with FP
7 episodes with FP
22 episodes with FP
35 episodes with FP
13 episodes with FP
11 episodes with FP
12 episodes with FP
12 episodes with FP
12 episodes with FP
15 episodes with FP
11 episodes with FP
13 episodes with FP
15 episodes with FP
11 episodes with FP
10 episodes with FP
13 episodes with FP
9 episodes with FP
9 episodes with FP
9 episodes with FP
6 episodes with FP
11 episodes with FP
7 episodes with FP
6 episodes with FP
3 episodes with FP
4 episodes with FP
24 episodes with FP
8 episodes with FP
6 episodes with FP
11 episodes with FP
7 episodes with FP
6 episodes with FP
17 episodes with FP
5 episodes with FP
11 episodes with FP
3 episodes with FP
3 episodes with FP
10 episodes with FP
31 episodes with FP
7 episodes with FP
5 episodes with FP
4 episodes with FP
5 episodes with FP
4 episodes with FP
10 episodes with FP
10 episodes with FP
13 episodes with FP
6 episodes with FP
13 episodes with FP
6 episodes with FP
5 episodes with FP
14 episodes with FP
5 episodes with FP
10 episodes with FP
93 episodes with FP
3 episodes with FP
7 episodes with FP
3 episodes with FP
9 episodes with FP
5 episodes with FP
3 episodes with FP
5 episodes with FP
10 episodes with FP
4 episodes with FP
4 episodes with FP
3 episodes with FP
3 episodes with FP
5 episodes with FP
8 episodes with FP
3 episodes with FP
14 episodes with FP
14 episodes with FP
2 episodes with FP
7 episodes with FP
7 episodes with FP
10 episodes with FP
4 episodes with FP
3 episodes with FP
2 episodes with FP
5 episodes with FP
10 episodes with FP
7 episodes with FP
6 episodes with FP
67 episodes with FP
67 episodes with FP
2 episodes with FP
4 episodes with FP
5 episodes with FP
7 episodes with FP
63 episodes with FP
6 episodes with FP
4 episodes with FP
6 episodes with FP
6 episodes with FP
6 episodes with FP
61 episodes with FP
6 episodes with FP
3 episodes with FP
2 episodes with FP
4 episodes with FP
3 episodes with FP
5 episodes with FP
4 episodes with FP
56 episodes with FP
10 episodes with FP
3 episodes with FP
6 episodes with FP
3 episodes with FP
4 episodes with FP
4 episodes with FP
5 episodes with FP
3 episodes with FP
4 episodes with FP
2 episodes with FP
53 episodes with FP
3 episodes with FP
6 episodes with FP
3 episodes with FP
3 episodes with FP
3 episodes with FP
In this episode of Planning Aces, CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast share how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation exercise governed centrally to prevent tool sprawl. Schuman stresses foundational readiness—data governance, ERP consolidation, and process redesign—before deploying AI-driven forecasting. Jallow cautions against fragmented “spaghetti AI,” advocating for platform coherence and skill development. Together, they reveal that AI success in FP&A depends less on speed and more on governance, architecture, and trust in the planning process.
In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted's life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMateo: https://www.linkedin.com/in/bryantmatt/Minted: https://www.minted.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Peter Oey, CFO of Grab:https://youtu.be/tdq0AZO0dLU—TIMESTAMPS:00:00 Intro03:16 Fixer to CFO05:32 Mexico City Startups09:00 Minted Flywheel10:24 LTV Expansion11:04 Entry Points12:18 CAC and Cohorts13:42 Sponsors: Metronome | RightRev | Rillet17:06 Wedding Lifecycle19:49 Holiday Forecasting22:23 Retail Calendar24:03 Cash Flow Swings25:05 Marketing Over Sales26:06 Email Limits27:41 Sponsors: Tabs | Abacum | Brex31:02 Retail Strategy35:08 Global Experience40:47 Uber Cash Economics46:04 Cost of Not Localizing50:19 Importer of Record53:17 No Google Lesson55:34 QBR Mistake56:48 High Leverage Hours59:03 Finance Stack59:50 Seven Day Cruise Expense#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights
The history-making USA Hockey won golds (and millions of fans in the process) at Milan's Olympic Games. But behind the on-ice glory is a $75 million organization with a finance function as disciplined as its players. Kelly Mahncke , CFO of USA Hockey, joins Glenn Hopper and FP&A Today to pull back the curtain on what it takes to fund the gold-winning national hockey program — with business interests from memberships and sponsorships to restaurants and insurance. Kelly traces her own journey from center ice to chasing the bottom line, explaining how a hockey career shaped her instincts as a finance leader. She walks us through four-year "quad budgets" and the typical annual cycle, and what it took to weather COVID's financial shock, from cash management to the logistical nightmare of paused travel programs. She also gets into the digital transformation underway at USA Hockey. And why she believes curiosity is the defining trait of great FP&A professionals. Catch this fascinating look at finance leadership — at the peak of Hockey USA's Olympic moment.
Ya esta en marcha la V Semana del Emprendimiento en el IES Albarregas de Mérida, una ita que vuelve a poner el foco en la Formación Profesional como motor de oportunidades. El jefe de estudios adjunto de la FP, Juan Francisco Cano, ha explicado en Primera Horaque la FP es una opción cada vez más elegida por los estudiantes debido a su enfoque práctico y su capacidad para abrir puertas al mercado laboral.
2026-02-22 | UPDATES #138 | Massive blow for Russia — the Votkinsk strike.A bold, deep-strike into the heart of Russia's missile industry — Ukraine has hit the Votkinsk Machine Building Plant. It's a long-range, high-value operation that — if confirmed — could blunt Moscow's ability to replenish ballistic and cruise missiles.On the night of 20–21 February 2026 — Ukrainian forces say they struck the JSC Votkinsk Machine Building Plant in the Udmurt Republic, a core site that manufactures engines and components for systems including Iskander, Oreshnik and some larger strategic missiles. Kyiv's General Staff publicly stated the strike and confirmed some details, saying it used domestically produced FP-5 “Flamingo” ground-launched cruise missiles. (ukrinform.net)----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------A REQUEST FOR HELP!I'm heading back to Kyiv this week, to film, do research and conduct interviews. The logistics and need for equipment and clothing are a little higher than for my previous trips. It will be cold, and may be dark also. If you can, please assist to ensure I can make this trip a success. My commitment to the audience of the channel, will be to bring back compelling interviews conducted in Ukraine, and to use the experience to improve the quality of the channel, it's insights and impact. Let Ukraine and democracy prevail! https://buymeacoffee.com/siliconcurtain/extrashttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformationNONE OF THIS CAN HAPPEN WITHOUT YOU!So what's next? We're going to Kyiv in January 2026 to film on the ground, and will record interviews with some huge guests. We'll be creating opportunities for new interviews, and to connect you with the reality of a European city under escalating winter attack, from an imperialist, genocidal power. PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: Reuters: governor of Udmurtia says Ukrainian drones damaged site.Kyiv Independent: report on Flamingo strike, eyewitness videos and social posts. Defence-blog / Military analysis: satellite imagery and workshop damage assessment. UNN / local Ukrainian reporting: photos showing extensive damage to workshops. Pravda / Ukrainian defence reporting: FP-5 Flamingo missile claimed by Kyiv. UPI & LA Times: international wire coverage and context on reach and significance. Militantnyi / regional defence outlet: open-source satellite imagery analysis reporting specific workshop damage (No. 22, No. 36). ----------
Werbung: Diese Episode wird unterstützt von myclimate. Solltest auch du ein Unternehmen, ein Produkt oder eine Veranstaltung haben, die einem interessierten Publikum vorgestellt werden MUSS, melde dich gern unter backoffice@katja-diehl.de! Ich freue ich mich über deinen Support! Meinen Podcast schon abonniert? Wenn dir diese oder auch eine andere Folge gefällt, lass´ gern eine Bewertung da und/oder supporte mich per Ko-Fi oder PayPal. Weitere Möglichkeiten des Supports findest du hier. Veronika Bohrn Mena ist Mitgründerin der gemeinnützigen Stiftung Comun in Österreich. Sie kommt aus der Gewerkschaftsarbeit, war Arbeitsmarktexpertin – und wurde irgendwann, wie so viele, nicht mehr als Expertin bezeichnet, sondern als Aktivistin. Was das bedeutet, wenn die FPÖ allein in einem Jahr 14 parlamentarische Anfragen über dich und deine Organisation stellt, dein Kindergartenkind zeitweise polizeilich geschützt werden muss und du abends nicht mehr allein U-Bahn fährst – das erzählt sie in diesem Gespräch mit einer Offenheit, die mich beeindruckt und berührt hat. Christina Deckwirth arbeitet bei LobbyControl im Berliner Büro und hat die Angriffswellen auf NGOs und Zivilgesellschaft über Jahre hinweg dokumentiert. Ihr Dreiklang aus Desinformation, Diffamierung und De-Funding beschreibt präzise, wie diese Kampagnen funktionieren – und wie sie sich von Brüssel über Deutschland ziehen, koordiniert, mit denselben Akteuren, denselben Begriffen, demselben Ziel. Wir reden in dieser Folge über: Wie rechte Netzwerke aus Medien wie Nius, Express oder der Welt, Propaganda-Plattformen und politischen Akteuren zusammenspielen Was es bedeutet, wenn Morddrohungen zur Normalität werden – und warum Bagatellisieren von außen so verletzend ist Warum Frauen überproportional im Fadenkreuz stehen Was es kostet, sich juristisch zu wehren – und wer sich das leisten kann Was der Unterschied zwischen Deutschland und Österreich ist, wenn es um Demokratieförderung und rechtliche Klarheit geht Und woher wir trotz allem Zuversicht schöpfen Was mich an diesem Gespräch besonders bewegt hat: Es geht nicht nur um uns, die wir öffentlich sind. Es geht um den Kindergartenverein, der sich nicht mehr traut, beim Stadtfest ein Zeichen gegen Rechtsextremismus zu setzen. Um die kleine Initiative, die Angst hat, ihre Gemeinnützigkeit zu verlieren. Um all die Menschen, die schweigen, weil sie einfach nicht die Ressourcen haben, sich zu wehren. Demokratie braucht Menschen, die sich einmischen. Und die brauchen Schutz, Solidarität – und manchmal auch einfach ein paar Euro.
Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance In this episode: Being the person handing out credit ratings Cash burn and the KPIs that matter most in a turnaround What bankers and regulators instinctively look for How the CFO you work influences your storytelling Being CFO of Berlin's fastest-growing pickleball club. Sahil R Kamani on LinkedIn:https://www.linkedin.com/in/sahilrkamani/
In this episode of Run the Numbers, CJ sits down with Varsha Udayabhanu of Invisible to unpack what enterprise AI adoption actually looks like beyond the hype. They cover forward deployed engineers, eight-week solution sprints, value-based pricing when outcomes are hard to meter, ARR vs. services revenue, and why “momentum” beats traditional SaaS metrics. A tactical look at trust, expansion, and building durable AI revenue.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS: Varsha: https://www.linkedin.com/in/varshaudayabhanu/Company: https://invisibletech.ai/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Marketing as a Form of Capital Allocation With Carta's Head of Growth Angela Winegarhttps://youtu.be/rG09ehsrWv8—TIMESTAMPS:00:00 Intro03:21 What Invisible Technologies Does05:34 Enterprise AI Adoption Gap07:38 Forward Deployed Engineers09:44 Evolving GTM in AI Services10:36 Solution Sprints12:37 Sponsor — Brex | Metronome | RightRev15:56 Upfront Investment vs. Upside18:38 Bespoke Deals20:37 Value-Based Pricing in Enterprise AI22:12 Value Sold vs. Value Delivered23:31 Enterprise Revenue as a Portfolio of Bets24:53 Time-Bound Solution Sprints27:06 Sponsor — Rillet | Tabs | Abacum30:32 Humans in the Loop & Expert Incentives33:38 Niche Human Expertise34:10 Rethinking KPIs Beyond ARR35:44 Momentum Metrics39:00 Evaluating GenAI Financial Profiles40:47 Expansion as the Atomic Unit42:19 AdTech Lessons on Distribution & Brand43:23 Why Brand Matters for Enterprise47:10 Commoditization Risk48:31 Long-Ass Lightning Round53:20 Credits
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rey del Valle to discuss what it really takes to move from reporting the business to steering it. Rey shares lessons from more than 25 years across media, entertainment, ecommerce, and fintech, explaining why curiosity, collaboration, and driver-based modeling are essential to effective finance leadership.Rey del Valle is a strategic CFO with deep roots in FP&A, having built his career at organizations such as FedEx, Norwegian Cruise Line, MTV Networks, and The Walt Disney Company. He has since served as CFO and advisor for companies including Ticketmaster, AXS, Guitar Center, OpenX, and several entertainment-focused fintech platforms.Expect to Learn:What great FP&A looks like beyond spreadsheets and reportingThe biggest mindset shift required when moving from FP&A to CFOWhy curiosity and operational understanding matter in financeHow collaboration plays a key role in successful turnaroundsHow benchmarks and driver-based models uncover opportunitiesHere are a few relevant quotes from the episode:“FP&A is about taking data and turning it into actionable insight so the business can actually do something with it.” - Rey del Valle“Our role in finance is not to look at numbers for their own sake, it is to help the company make better decisions.” - Rey del ValleRey shares practical insights on how FP&A teams can become stronger strategic partners by understanding business drivers, building models that support decision-making, and working closely with operations. He emphasizes that finance leaders create the most value when they listen first, stay curious, and help teams translate strategy into execution, especially during periods of change.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rey:LinkedIn - https://www.linkedin.com/in/reydelvalle/Company - https://www.linkedin.com/company/everestadvisorsllc/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's...
O contas a pagar da sua empresa está te protegendo… ou te expondo a riscos invisíveis? Neste episódio do Controller Cast, recebemos Ivan Mello, Gerente de Controladoria da Qive, para um mergulho profundo no Panorama de Contas a Pagar 2026 — uma pesquisa inédita que analisou mais de R$ 3 trilhões em transações B2B no Brasil. A conversa revela dados que chamam atenção: - Por que o boleto ainda domina o B2B, mesmo com o avanço do Pix - Inconsistências em CNPJs e bilhões em valores que passam despercebidos no contas a pagar - Como falhas “operacionais” escondem riscos reais de caixa e governança - O novo papel do contas a pagar e das compras como guardiões do crédito tributário - O que a reforma tributáride ona muda na prática a partir de 2026 - Controles simples que evitam problemas grandes (e comuns) Mais do que falar de processo, este episódio conecta dados, tecnologia, controladoria e estratégia, mostrando por que o contas a pagar deixa de ser backoffice e passa a ser peça-chave na saúde financeira da empresa. Se você atua em finanças, controladoria, FP&A ou liderança, este episódio vai te ajudar a enxergar riscos que normalmente só aparecem quando já é tarde. ▶️ Dê o play e ouça o episódio completo.
The Pentagon's policy chief Elbridge Colby recently called for a “NATO 3.0”, stating that the United States would “continue to provide the U.S. extended nuclear deterrent” to Europe, but when it came to most defense matters, Europe would need to “assume primary responsibility.” Colby is the undersecretary of war for policy and joins FP Live host Ravi Agrawal at the annual Munich Security Conference. And in part two of this podcast, Colby and Agrawal were joined by four other guests: Richard Marles, the deputy prime minister and defense minister of Australia; Judith Collins, the minister of defense of New Zealand; Toshimitsu Motegi, the foreign minister of Japan; and David van Weel, the foreign minister of the Netherlands. Plus, One Thing from Ravi on U.S. Secretary of State Marco Rubio's speech at the Munich Security Conference. Listen to Munich Moments on Apple or Spotify. A transcript of U.S. Vice President J.D. Vance's 2025 speech at the Munich Security Conference. A transcript of U.S. Secretary of State Marco Rubio's 2026 speech at the Munich Security ConferenceA transcript of Colby's interview with Ravi A collection of FP's reporting and analysis from the Munich Security Conference Matthew Kroenig: Two Cheers for the National Security Strategy A. Wess Mitchell: The Grand Strategy Behind Trump's Foreign Policy Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Corporate Finance Explained on FinPod, we examine dynamic pricing and why pricing is one of the most powerful and misunderstood levers in corporate finance. While often viewed as a marketing tactic, pricing decisions sit at the core of margin protection, cash flow management, and capital discipline.This episode breaks down why pricing is frequently the fastest lever available to management when financial performance is under pressure. Unlike cost reductions or capital projects, price changes can impact operating profit immediately. We explore the financial logic behind the “1% rule,” which shows how small improvements in pricing can generate disproportionate gains in operating profit due to fixed cost structures and margin flow-through.Using real-world case studies, we analyze how companies apply dynamic pricing to balance supply, demand, and profitability across industries with very different economics.In this episode, we cover:Why pricing is fundamentally a finance problem, not just a marketing decisionThe math behind the 1% pricing rule and margin amplificationHow airlines pioneered yield management for perishable assetsWhy rideshare surge pricing functions as a market-clearing mechanismHow Amazon uses dynamic pricing to accelerate cash conversion rather than maximize unit marginThe role of working capital and negative cash conversion cycles in pricing strategyHow hotels use revenue per available room (RevPAR) to manage fixed costsWhy price elasticity determines whether dynamic pricing creates or destroys valueThe JCPenney case and how ignoring consumer behavior undermined rational pricing modelsHow dynamic pricing is evolving in SaaS and usage-based business modelsThis episode also highlights the limits of algorithmic pricing. While data and models can optimize margins, successful pricing strategies must account for customer behavior, perceived value, and long-term relationships. Pure arithmetic optimization without behavioral context can rapidly erode demand and brand trust.This episode is designed for:Corporate finance and FP&A professionalsPricing and revenue management teamsFinance leaders responsible for margin and cash flow performance
Seit einem guten Monat macht die FPÖ auch Radio. Politisch und musikalisch ist das wohl Geschmackssache, Medienrechtsexperte Thomas Höhne erklärt die Rechtslage.
In this episode, CJ talks with Paul Stansik of ParkerGale Capital about what separates Simplifiers from Complicators. They unpack why most board meetings miss the point, how to answer the actual question, and why naming the real problem builds trust.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Paul on LinkedIn: https://www.linkedin.com/in/paulstansik/ParkerGale Capital: https://www.parkergale.com/https://hellooperator.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Fixing Broken Windows in Investing3:08 What an Operating Partner Actually Does5:35 Managing Nine Portfolio Companies6:07 Where PE Investors Spend Their Time9:02 Do Investors Think About You All Day?10:16 The Operator “Bermuda Triangle”12:35 Sponsors — Abacum | Brex | Metronome15:52 The CFO “Triangle of Doom”17:47 How to Become an Investor Favorite18:42 Templates Build Trust in Board Communication20:54 Using Trusted Data22:10 The Board Payback Record Scratch23:18 Building Your “Data Diet” With the Board25:19 Sponsors — RightRev | Rillet | Tabs28:47 Signs a Team Isn't in Command31:30 Board Meetings Aren't a Performance34:16 “20 Board Meetings—Don't Waste Them”35:15 Ask Permission to Reallocate the Agenda37:54 When to Send Board Materials40:28 Simplifiers vs. Complicators41:58 The Simplifier Finds the One Question That Matters42:16 Three Traits of a Simplifier: Answer, Find, Do43:15 Why Complicated Operators Take You on a Ride44:26 Selling vs. Substance46:23 “Get There, Bob”47:25 Why We Hedge49:36 You Can't Fix a Secret52:50 Credits
John Glasgow, is the founder, CEO and CFO of Campfire AI native ERP with more than $100m in funding, built to help high growth companies close faster, get richer visibility from their accounting data, and scale. John brings his insights as an operator who has spent time in FP&A and strategic finance, including at Adobe and an executive at Invoice To Go, leading that finance company to a $625 million sale to bill.com. Campfire came out of firsthand frustration with legacy ERPs and a need to rebuild the general ledger for the AI era. In this episode: My years in FP&A and strategic finance at Adobe before becoming a founder CFA Certification Invoice to Go acquisition what I learned The frustration and origin story of frustration and why Campfire was set up Why building our own AI model makes sense Key quote: “If you slap AI on top of an ERP with summarized revenue data, then you're essentially gonna get no insights that are of any value.”
U.S. tariffs have upended decades of trade policy, but new U.N. data shows that the economies suffering most are those that can least afford a setback. At the Munich Security Conference (MSC), FP's Ravi Agrawal hosted a panel on the trade wars, with policymakers on the front lines of these economic changes: Ngozi Okonjo Iweala, the director-general of the World Trade Organization; Finnish President Alexander Stubb; German Vice Chancellor Lars Klingbeil; and U.S. Sen. Thom Tillis. Follow FP's MSC coverage here. Wendy Cutler: How Countries Should Respond to Trump's Tariffs Keith Johnson: Tariffs Have Hurt, Not Helped, the U.S. Economy Rishi Iyengar: EU Don't Need U.S.? Ramon Pacheco Pardo and Robyn Klingler-Vidra: Middle Powers Don't Have to Work Together to Get Ahead Learn more about your ad choices. Visit megaphone.fm/adchoices
Sportsphone Hour 2: The phone lines start to light up talking all things Giants baseball and FP puts his two cents on the Nick Castellanos beer incident See omnystudio.com/listener for privacy information.
In this episode of Run the Numbers, CJ Gustafson talks with Rivian CFO Claire McDonough about financing one of the most capital-intensive businesses in the world. They cover long-term investment decisions, capacity planning, cash management as production scales, lessons from Rivian's nearly $14B IPO, the risks of over- and under-building, and why federal EV tax credits matter more than most people think.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Claire on LinkedIn: https://www.linkedin.com/in/claire-rauh-mcdonough-5291b946/Rivian: https://rivian.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Why Revenue Recognition Is the Next AI Battleground | Dan Miller of RightRevhttps://youtu.be/TxhTtwmOass—TIMESTAMPS:00:00:00 Craziest Expense Story at Rivian00:01:22 Intro to Claire McDonough00:03:09 Capital Intensity and Vertical Integration at Rivian00:06:44 Raising $14B: How Rivian Planned Its IPO Capital00:10:22 Capacity Planning and Scaling R2 Production00:12:13 Sponsors — Tabs, Abacum, Brex00:15:34 Sweating Existing Capacity vs Overbuilding00:18:22 Winning EV Adoption from ICE Buyers00:22:27 How Federal EV Tax Credits Shape EV Pricing00:26:03 Sponsors — Metronome, RightRev, Rillet00:29:27 R2 as a Driver of Long-Term Profitability00:33:14 Supply Chain as the Critical Path to Launch00:36:53 Product Roadmap as the Anchor for Capital and Headcount00:39:40 Peloton and Flipkart Lessons from Banking00:43:42 Biggest Career Mistake00:44:50 Advice to Younger Self00:47:19 Rivian's Finance Software Stack
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Aswin Saravanan, VP of Finance at Qualtrics, to explore what it really takes for FP&A teams to move from insight to action. Aswin shares why trust is the foundation of strategic finance, how culture and vision enable better decision making, and why simplicity in financial modeling often delivers the greatest impactAswin is a strategic finance leader with over a decade of experience across global technology companies. He specializes in connecting strategy to execution and helping finance drive business outcomes. Currently the VP of Finance at Qualtrics, he brings deep expertise across corporate, product, and go-to-market finance. He has previously held leadership roles at Microsoft and HubSpot.Expect to LearnWhat great FP&A looks like as a strategic business partnerWhy is trust required to move from insight to actionHow culture and vision shape high-performing FP&A teamsThe importance of simple financial models over complex onesHow FP&A teams create strategic value that influences the futureHere are a few relevant quotes from the episode:“Taking something from insight to action requires trust. Without trust, nothing really moves.” - Aswin Saravanan“Great FP&A is when the team can be a proactive strategic partner and actually change the trajectory of the company.”- Aswin SaravananAswin Saravanan shares practical insights on how FP&A teams can move from reporting to truly influencing business outcomes. By building trust, setting a clear vision, and keeping financial models simple, finance leaders can turn insight into action. The conversation reinforces that strategic value comes from helping the business make better decisions about the future.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Aswin:LinkedIn - https://www.linkedin.com/in/aswinsaravanan/Company - https://www.linkedin.com/company/qualtrics/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In...
En España, 1 de cada 3 alumnos de FP estudian en un centro privado porque no encuentran un hueco en la pública. El boom de las universidades privadas ya tiene su réplica también en la FP. Y esto acaba tocando al bolsillo porque se están pagando hasta 12 mil euros al año en grados de formación profesional. Lo cuenta Laura Gutiérrez.Además, Aimar Bretos entrevista a Luis García Domínguez, vicepresidente de la asociación de Directores de Institutos Públicos de Madrid.
Associates on Fire: A Financial Podcast for the Associate Dentist
In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren't enough to build a sustainable, profitable, and stress-free practice.He breaks these mistakes into six core areas, covering everything from management systems and PPO economics to lease agreements, partnerships, financial planning, and KPIs. Throughout the episode, Wes uses practical examples and real-world analogies (including agile software development) to show how intentional systems and financial clarity can free owners from burnout and help practices scale intelligently.This episode is a must-listen for practice owners who want to stop managing reactively and start operating with structure, clarity, and long-term strategy.Key Topics Covered1. Not Adopting a Management ProcessMany dentists manage by instinct instead of by process. Without a clear management operating system including defined roles, meeting cadence, accountability, and decision-making frameworks, practices become reactive, inconsistent, and owner-dependent. Wes explains how adopting even a simple system and iterating over time can dramatically improve operations and reduce burnout.2. Not Understanding the True Cost of PPOsPPOs often increase top-line revenue but quietly erode profitability. Wes breaks down how fee schedules, write-offs, chair utilization, and hygiene profitability impact the bottom line. He emphasizes that PPOs are essentially an expensive marketing channel and that growth without profitability can lead to exhaustion, not success.3. Not Understanding Lease TermsA lease is often the largest non-clinical financial commitment a dentist makes, yet many sign without fully understanding the implications. Wes discusses escalation clauses, renewal options, relocation clauses, and why poor lease terms can hurt practice value or even prevent a successful exit.4. Partnering Without Profit-Split ModelingPartnerships often fail not because of personality conflicts, but because of unclear financial structures. Wes explains why production, ownership, expenses, and profit splits must be modeled and stress-tested before forming a partnership and why aligning accounting execution with the partnership agreement is critical.5. Lacking Financial Planning & Analysis (FP&A)Most practices rely only on historical financial reports, such as P&Ls, which show where the practice has been, not where it's going. Wes explains how FP&A (or a CFO model) helps dentists forecast cash flow, plan strategically, and turn financial anxiety into financial control.6. Not Using KPIs or KPI SoftwareWithout key performance indicators, practices lack visibility and accountability. Wes highlights the importance of both leading and trailing KPIs, the value of KPI software, and how daily or weekly team huddles around metrics create a culture of ownership and consistency.Key TakeawaysClinical excellence alone doesn't guarantee a successful practice; systems and strategy matter.A management operating system frees the owner from being the bottleneck.PPO participation must be understood at the procedure- and profitability-levels, not just collections.Lease terms can significantly impact long-term practice value and...
In this episode of Run the Numbers, CJ Gustafson sits down with Dan Miller, CFO at RightRev. They unpack why leasing is underused in software, how RevTech emerged, and why revenue recognition may be the next AI battleground. Dan also shares how he evaluates durable growth vs. hypergrowth.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS: Dan on LinkedIn: https://www.linkedin.com/in/danmillercpa/RightRev: https://www.rightrev.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:41 Why Operating Experience Matters for CFOs00:04:08 Defining Durable Growth00:06:06 Snowflake and Consumption Revenue Complexity00:10:17 Forecasting in Consumption Models00:11:29 AI's Role in Revenue Forecasting00:12:14 Sponsors — Rillet | Tabs | Abacus AI00:15:39 Comping Sales in Usage-Based Models00:18:15 Leasing as a Software Monetization Tool00:20:47 The CFO's Role in Sales and GTM00:22:29 How CFOs Help Close Deals00:24:14 Rev Tech vs RevOps00:26:20 Sponsors — Brex | Metronome | RightRev00:29:40 Where AI Actually Helps Rev Rec00:31:55 Deterministic vs Probabilistic AI00:33:05 Why Enterprises Hesitate on AI Agents00:34:18 Startups vs Incumbents in the AI Race00:35:13 FOMO, Overfunding, and Market Distortions00:38:13 CFO Playbooks Without Hypergrowth00:39:38 Finding PMF as a CFO00:41:15 Career Advice: Growth vs Shiny Objects00:42:00 Building the CEO–CFO Relationship00:42:49 Learning Beyond the Back Office00:43:22 Lightning Round00:44:28 Advice to My Younger Self00:45:09 Finance Tech Stack00:46:36 Credits
En Capital Intereconomía, entrevistamos a Juan Manuel Cendoya, vicepresidente de Santander España y director general de Comunicación, Marketing Corporativo y Servicio de Estudios de Banco Santander, para analizar los resultados del grupo. Durante la conversación, abordó la apuesta estratégica del banco por Estados Unidos, que se consolida como su segundo mayor motor de beneficios, el lanzamiento del programa de recompra de acciones por 5.000 millones de euros y los principales objetivos marcados hasta 2028. Cendoya explicó el giro estratégico y el refuerzo de la posición del Santander en el mercado estadounidense, destacando la solidez del modelo de negocio y las perspectivas de crecimiento en un entorno económico exigente. El programa incluyó además la Tertulia Capital con José Ignacio Gutiérrez, Ismael García de Santos y Agustín Baeza, en la que se analizaron asuntos clave de actualidad económica y política, como la exigencia de empleo local a inversores extranjeros por parte de la UE, las limitaciones a los centros privados de FP, las deficiencias detectadas por la AIReF en el control de bajas laborales y el impacto de la regulación sobre la inversión en vivienda. La jornada se completó con el análisis de preapertura de los mercados a cargo de Tomás García-Purriños, estratega senior de Asset Allocation en Santander Asset Management, que repasó el contexto financiero y las claves para los inversores en el inicio de la sesión.
FP's Ravi Agrawal sits down with Greek Prime Minister Kyriakos Mitsotakis to discuss NATO, a shifting European defense strategy, and more. Plus, One Thing from Ravi on the rising nuclear threat. Ravi Agrawal: Greek PM: ‘I haven't given up on the trans-Atlantic relationship.' Stavros Papastavrou: The Trans-Atlantic Energy Relationship Is Stronger Than Ever Kristi Raik: Europe's 4 Different Ways of Handling Trump Luke McGee: Europe Is Prepared to Create Its Own Army Stephen M. Walt: NATO's Leader is Totally Lost Rebecca Lissner and Erin D. Dumbacher: The Pillars of the Global Nuclear Order Are Cracking Learn more about your ad choices. Visit megaphone.fm/adchoices
00:00 - Takeaways from Cowherd's Super Bowl draft/Drake Maye a FP at Pats practice 18:32 - The Patriots' road to the Super Bowl 37:51 - PROP-A-PALOOZA Day 4
In this episode of Run the Numbers, CJ sits down with Brett Queener, Managing Director at Bonfire Ventures, to trace the origins of ARR and examine how new revenue models are reshaping B2B software. Drawing on Brett's time at Salesforce and SmartRecruiters, they explore the shift from annual contracts to outcome-based pricing, what it means for forecasting and gtm strategy, and where the next major inflection points in SaaS are likely to emerge.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Brett on LinkedIn: https://www.linkedin.com/in/brettqueener/Brett's Substack: https://queener.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comThe Staffing Ratios Salesforce Used, with Brett Queener of Bonfire VChttps://youtu.be/lJVgstAXjJs—TIMESTAMPS:00:02:54 Welcome Brett & episode setup00:03:51 On-prem software to SaaS00:05:54 Salesforce & recurring revenue00:07:15 On-prem costs & partner bloat00:09:58 Contracts, control & comp shifts00:14:15 Lock-in, renewals & SaaS drift00:16:20 Sponsors — RightRev | Rillet | Tabs00:19:48 From buying to hiring software00:21:59 Agents change pricing & planning00:25:59 Forecasting without ARR00:28:03 Talent models break00:29:45 Sponsors — Abacum | Brex | Metronome00:33:01 Rethinking sales & comp00:36:47 Selling by doing the job00:40:50 The future role of sales00:46:10 Zombie SaaS & category collapse00:51:07 Context as the moat00:56:07 Where AI hits next00:58:44 Vertical AI & hidden TAMs01:02:12 $1B startups vs mega rounds01:05:48 Dilution, fund math & pressure01:08:03 Choosing your founder path
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Ned Harding - a true pioneer in the data analytics space - to talk about why most data tools still don't meet the needs of today's collaborative teams. From building Alteryx from the ground up to launching a new venture (Enso Analytics), Ned shares his take on what's broken in data workflows and how FP&A teams can fix it.Ned Harding is the Chief Product Officer at Enso Analytics, a platform that helped define the self-service analytics category. He started coding at eight years old, taught himself from PDP-11 manuals, and has spent the last two decades creating tools used by hundreds of thousands of analysts worldwide. He's a product guy through and through, and he's on a mission to help teams work smarter with their data.Expect to Learn:Why most data tools fall short when it comes to real team collaborationThe importance of repeatability and testing in FP&A workflowsHow to avoid common pitfalls with AI and overfitting in forecastingWhy Excel is both a lifesaver - and a landmineHow to build a true “culture of analytics” across your entire orgHere are a few relevant quotes from the episode:“The biggest successes happen when teams collaborate - analytics shouldn't be a solo act.”- Ned Harding“If your team's not getting value from your data work, you're not doing your job.”- Ned HardingNed shares practical insights on how FP&A teams can become strategic partners by embracing collaborative, repeatable analytics. He emphasizes the value of integrating data across teams, avoiding AI pitfalls, and applying the scientific method to drive consistent, data-informed decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Ned:LinkedIn - https://www.linkedin.com/in/ned-harding-34a57526/Company - https://www.linkedin.com/company/enso-analytics/Website - https://ensoanalytics.comEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul...
Marko Horvat has been a public accountant, Controller, head of FP&A and CFO, as well as VP in Gartner's research and advisory practice, specializing in topics most relevant to CFOs and finance transformation. In this episode he talks: Interplay IT and CISO and organizational politics (“if it runs on electricity, it's ours”) CFO skillsets gap Real change in CFO's Office with AI (audit pattern recognition to forecasting) Last mile transformation in finance Mindset, skillset, toolset transformation Treating forecast as in perpetual beta The power of the subtotal function Recommended books: There's Got to Be a Better Way: How to Deliver Results and Get Rid of the Stuff That Gets in the Way of Real Work Superforecasting: The Art and Science of Prediction
En Capital Intereconomía, entrevistamos a Juan Manuel Cendoya, vicepresidente de Santander España y director general de Comunicación, Marketing Corporativo y Servicio de Estudios de Banco Santander, para analizar los resultados del grupo. Durante la conversación, abordó la apuesta estratégica del banco por Estados Unidos, que se consolida como su segundo mayor motor de beneficios, el lanzamiento del programa de recompra de acciones por 5.000 millones de euros y los principales objetivos marcados hasta 2028. Cendoya explicó el giro estratégico y el refuerzo de la posición del Santander en el mercado estadounidense, destacando la solidez del modelo de negocio y las perspectivas de crecimiento en un entorno económico exigente. El programa incluyó además la Tertulia Capital con José Ignacio Gutiérrez, Ismael García de Santos y Agustín Baeza, en la que se analizaron asuntos clave de actualidad económica y política, como la exigencia de empleo local a inversores extranjeros por parte de la UE, las limitaciones a los centros privados de FP, las deficiencias detectadas por la AIReF en el control de bajas laborales y el impacto de la regulación sobre la inversión en vivienda. La jornada se completó con el análisis de preapertura de los mercados a cargo de Tomás García-Purriños, estratega senior de Asset Allocation en Santander Asset Management, que repasó el contexto financiero y las claves para los inversores en el inicio de la sesión.
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Kevin Thomas and Drew Hyatt, co-founders of Omniga, about solving persistent issues in bookkeeping and the monthly close process for small and mid-sized businesses. They discuss how finance leaders often struggle with unreliable data and how Omniga is creating a more structured, review-ready accounting workflow.Kevin Thomas brings a background in corporate FP&A and a CFA perspective. His hands-on experience with messy books and data integrity problems in SMBs led him to co-found Omniga. Drew Hyatt is a technology leader with a background in FinTech integrations and data pipelines. He previously worked in construction finance and medical supply chains, building systems that manage high-volume, rule-based transactions.In this episode, you will discover:Why clean financial data is essential for any finance function to scale.What makes SMB accounting workflows difficult and how Omniga is addressing it.How Omniga uses automation to classify, normalize, and escalate accounting entries.The structure of a scalable, review-focused operating system for fractional CFOs.Kevin and Drew share how Omniga is tackling the core challenges of bookkeeping and monthly close for SMBs. Their approach brings structure, control, and scalability to finance operations where it's needed most.Follow Kevin:LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/Company: https://www.linkedin.com/company/omniga-ai/Follow Drew:LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/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] - Meet Kevin and Drew[01:28] - Why Omniga Started[04:38] - Drew's Tech Background[07:04] - The Name “Omniga”[10:33] - Controlling AI Output[13:57] - Guardrails and Escalation[16:18] - Final Thoughts
Das letzte Wahlergebnis war das schlechteste in der Geschichte der Partei, die Umfragen weisen die Sozialdemokratie nur mehr auf Platz drei weit hinter ÖVP und FPÖ aus und auch unter Andreas Bablers Anhängern rumort es – auch, weil ein ehemaliger Parteichef und Bundeskanzler, Christian Kern, immer wieder als möglicher Nachfolger gehandelt wird. Ist Andreas Bablers Zeit an der Parteispitze bald abgelaufen? Kommt jetzt wirklich Christian Kern zurück und wie könnte der aktuelle Parteichef da wieder herauskommen? Das analysiert Petra Stuiber, stellvertretende Chefredakteurin bei DER STANDARD. Foto: HELMUT FOHRINGER
Send us a textEpisode # 152: We show how finance becomes a real partner to operations by translating numbers into drivers, embedding FP&A in decisions before they are made, and aligning metrics and incentives to strategy. The result is faster execution, fewer surprises, and teams that own outcomes.• translating financials into operational drivers• replacing data dumps with clear operational stories• partnering early to frame trade‑offs and scenarios• aligning metrics, goals, and incentives to strategy• shifting from metric protection to outcome ownership• strengthening accountability while deepening trust• practical questions to assess team impact• getting out of the stovepipe to join project teamsPlease subscribe to the podcast on the platform you are currently listening to, and also subscribe to my weekly email.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy: financeleaderacademy.com.Support the show
In this episode of Corporate Finance Explained on FinPod, we break down project finance and explain how companies fund massive infrastructure projects without putting their entire balance sheet at risk. From wind farms and data centers to toll roads and power plants, project finance is the financial structure that makes the physical world possible.Building billion-dollar assets comes with enormous construction, demand, and regulatory risk. This episode explains how project finance isolates that risk through special purpose vehicles (SPVs), non-recourse debt, and strict cash flow waterfalls. We explore why lenders focus on a project's cash flows rather than the parent company's credit, and how this discipline shapes everything from risk management to capital allocation.In this episode, we cover:
Scott Galloway ruft mit "Resist and Unsubscribe" zum Boykott der großen Tech-Unternehmen auf. Capgemini trennt sich von seiner US-Tochter wegen ICE-Zusammenarbeit. Die Epstein Files wurden veröffentlicht: Peter Thiel, Bill Gates, Elon Musk und viele weitere Tech-Namen tauchen in den FBI-Akten auf. Steve Bannon prahlte in E-Mails mit seinem Einfluss auf AfD, FPÖ und andere rechte Parteien. SpaceX merged mit XAI bei einer kombinierten Bewertung von 1,25 Billionen Dollar. Waymo sammelt 16 Milliarden ein. OpenClaw (früher Clawdbot) und Moltbook – ein "Facebook für Bots" – treiben den Agentic-AI-Hype. NVIDIA und OpenAI liefern sich einen öffentlichen Streit: Der 100-Milliarden-Deal liegt auf Eis. Dario Amodei von Anthropic warnt in einem neuen Essay vor den echten KI-Gefahren. Palantir meldet 70 Prozent Umsatzwachstum – auch dank ICE-Verträgen. OnlyFans wird für nur 3,5 Milliarden verkauft. Trump plant eine 12-Milliarden-Mineralreserve. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Sell America? (00:03:00) Dollar-Schwäche & Anleihenverkäufe (00:06:01) Marktvolatilität & aktuelle Trends (00:09:07) Scott Galloway: Resist & Unsubscribe (00:12:04) Amazon Prime, Apple TV & Co. kündigen (00:15:01) Epstein Files: Tech-Elite in Erklärungsnot (00:24:12) Trump: 12 Mrd. Mineral-Reserve (00:30:00) SpaceX: 1 Million Satelliten beantragt (00:36:06) SpaceX-XAI Merger: 1,25 Billionen Bewertung (00:51:38) Financial Engineering für den IPO (00:54:58) Tesla-Merger & Musks Unternehmensimperium (01:00:00) Waymo: 16 Mrd. Runde, 126 Mrd. Bewertung (01:06:12) OpenClaw & Moldbook: Facebook für Bots (01:12:19) Dario Amodei: KI-Gefahren Essay (01:20:12) NVIDIA vs OpenAI: 100 Mrd. Deal auf Eis (01:25:09) Palantir Earnings: 70% Wachstum dank ICE (01:32:06) Verbraucherschutz: DKB Phishing per Post (01:36:41) DHS: Denunziation für Wohnraum Shownotes Sell America - nytimes.com Resist and unsubscribe - resistandunsubscribe.com Palantir, AT&T und Deloitte: Größte ICE-Verträge unter Beschuss - forbes.com Onlyfans Verkauf - handelsblatt.com Trump enthüllt 12-Milliarden-Mineralreserve mit Rekord-Ex-Im-Kredit - bloomberg.com Epstein Files - wired SpaceX beantragt FCC-Genehmigung für solarbetriebene Satellitendatenzentren für KI - reuters.com SpaceX und xAI fusionieren vor Mega-Börsengang - bloomberg.com Waymo erhält 16 Milliarden zur Expansion - bloomberg.com From Clawdbot to Moltbot to OpenClaw: Meet the AI agent generating buzz and fear globally - cnbc.com Cloudflare-Aufschwung durch Clawdbot-Nutzung - sherwood.news Dario Amodei — The Adolescence of Technology - darioamodei.com Megadeal zwischen OpenAI und Nvidia auf Eis - wsj.com OpenAI unzufrieden mit Nvidia-Chips sucht Alternativen Quellen 2026 - reuters.com Palantir beats fourth-quarter estimates on the strength of AI and defense demand - cnbc.com DKB Scam - reddit.com Homeland Security Nachbarn denunzieren - x.com Johannes Hillje (@jhillje.bsky.social) - bsky.app Epstein-Akten: Ex-Trump-Berater beeinflusst AfD-Politiker? - de.euronews.com Capgemini verkauft US-Tochter wegen Kritik an ICE-Verträgen - handelsblatt.com
Hay un escándalo del Gobierno Ayuso del que no se habla. No estoy diciendo que sea hay un complot nacional para ocultarlo. Pero en elDiario.es llevamos meses publicando información sobre un asunto que no acaba de trascender. Te resumo: la Consejería de Educación de la Comunidad de Madrid ha construido entre 2021 y 2023 once centros de FP, de Formación Profesional. O sea, como institutos especializados en FP. Pero no abrió concursos públicos para construirlos, como se hace siempre. Se hicieron grandes obras, eligiendo empresas a dedo, como cuando se encarga cualquier reparación menor. Hablamos de obras millonarias, pagadas a parches de 40.000 euros. Esto no lo decimos nosotros, lo está probando una investigación judicial, que va desarrollándose también sin mucha trascendencia. Lo abordamos con la periodista de elDiario.es que ha destapado y ha seguido esta información desde el comienzo, Raquel Ejerique. *** Envíanos una nota de voz por Whatsapp contándonos alguna historia que conozcas o algún sonido que tengas cerca y que te llame la atención. Lo importante es que sea algo que tenga que ver contigo. Guárdanos en la agenda como “Un tema Al día”. El número es el 699 518 743See omnystudio.com/listener for privacy information.
In this special CFO Explains episode of Run the Numbers, CJ Gustafson sits down with executive producer Ben Hillman to unpack the real history of EBITDA. From John Malone and cable TV to private equity, SaaS, and today's AI boom, CJ explains how a metric invented out of desperation became the default language of valuation—and how adjusted EBITDA can both clarify and distort the truth about a business.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics—LINKS: CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comSlacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:How Much Revenue Do You Need to IPO in 2025?https://youtu.be/7ajWVCNVDmI—TIMESTAMPS:00:00:00 Intro00:01:17 The Origins of EBITDA00:06:48 Sponsors — Metronome | RightRev | Rillet00:10:12 The Mechanics of EBITDA00:13:46 Impact on Other Industries00:15:38 The Many Faces of EBITDA00:19:09 Sponsors — Tabs | Abacum | Brex00:22:30 EBITDA's AI Encore00:24:56 Wrap Up00:28:19 Credits#RunTheNumbersPodcast #CFOExplains #EBITDA #FinancePodcast #BusinessMetrics
Yash Sharma is the founder of Total Finance Resolver, a boutique financial intelligence firm serving SaaS founders, VCs, and private equity operators.He specializes in building investor-grade FP&A systems, valuations, and acquisition-readiness frameworks for scaling SaaS companies.His firm also performs AI-driven financial and technical due diligence for VC and PE funds, helping investors assess revenue integrity, product scalability, and operational risks with greater speed and accuracy.In this episode we cover:00:00 - Intro02:04 - Where Founders Misread Runway During Scaling10:46 - Common SaaS Metric Misconceptions12:30 - Building Investor-Grade Finance17:03 - Financial Blind Spots That Delay or Kill Fundraising19:38 - What to Fix First When Preparing for Due Diligence23:20 - Using AI to Improve SaaS Valuations Going Into 202625:48 – Yash's Favorite Activity to Get Into a Flow State25:56 – Yash's Advice for His Younger Self26:15 - Yash's Biggest Challenges and Goals for 202627:11 - Instrumental Resources for Yash's Success29:00 – What Does Success Mean for Yash Today29:46 – Get in Touch with YashGet in Touch with Yash:Yash's LinkedInWebsiteMentions:Naval RavikantLionel MessiBooks:Autobiography of a Yogi by Paramahansa YoganandaMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company
In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...
durée : 00:03:30 - Sous les radars - par : Sébastien LAUGENIE - C'est une photo qui marquera les esprits, l'eurodéputé autrichien du FPÖ, parti fondé par d'anciens Nazis, Harald Vilimsky a été reçu par le Premier ministre israélien Benjamin Netanyahou à Jérusalem. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
durée : 00:03:30 - Sous les radars - par : Sébastien LAUGENIE - C'est une photo qui marquera les esprits, l'eurodéputé autrichien du FPÖ, parti fondé par d'anciens Nazis, Harald Vilimsky a été reçu par le Premier ministre israélien Benjamin Netanyahou à Jérusalem. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
In this episode of Pulse of the Practice, Mo Arbas and Paul Miller sit down with Fady Hawatmeh, founder of Clockwork, to explore what advisory really means in today's accounting landscape—and what it will take to scale it successfully.Fady shares the origin story behind Clockwork, why he built an AI‑native FP&A platform from the ground up, and how firms can move from rear‑view reporting to forward‑looking insight. The conversation dives into mindset shifts, why most “AI hype” misses the mark, and how agentic AI will soon function as a true financial planning team—not just a tool.If you're an accounting firm looking to modernize advisory services, improve client experience, and understand where AI truly adds value, this episode is packed with practical insight and honest perspective.
Were a little tired this week but we did into why we're not super excited about this weeks episodes. We discuss the Cooper family activation phrase, Archie and FP distributing street justice, Jughead facing reality and struggling with his dual life, Betty once again facing her dark side, Veronica becoming a rum entrepreneur, Cheryl setting fire to the past and wonder whether the Serpents are back.Our amazing cover art is by vedrinic and you can follow them at https://vedrinic.tumblr.comEpisode 45 content warnings: death, child abuse, emotional abuse, murder, drugs, vigilantes, misogyny, mental health, violence, bounty programsTheme song: "Beauty Flow" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/Follow us on Instagram at deadendspcast and bluesky @dead-ends.bsky.socialSend your podcast or show questions to our inbox at deadendspcast@gmail.com.Find all of Emily's links here: https://linktr.ee/emilypyleFind all of Brenton's here: https://linktr.ee/brentonpyle
Send us your thoughtsIn this third episode of the CFO 4.0 Revisited series, Hannah Munro is joined by Howard Tunnicliffe, now FP&A Director at Busuu, to revisit a conversation that remains highly relevant for modern finance leaders.Originally recorded when Howard was Head of Finance Subscriptions at The Economist, this episode tackles a topic that still separates good finance teams from great ones: soft skills. As finance continues to move beyond pure technical delivery, Howard shares practical insight into why behaviours, communication and judgement matter just as much as numbers.In this episode, you'll hear:Howard's career journey and lessons learned across global, matrixed organisationsWhy soft skills are critical for finance professionals looking to progress into leadershipHow to assess the strengths and gaps within your finance teamThe risks of ignoring soft skills in high-performing finance functionsWhich soft skills matter most in FP&A and senior finance rolesPractical ways to develop these skills across your finance team Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
In this engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today's collaborative environment.Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.Expect to Learn:The two core competencies every great FP&A professional must masterWhy “getting out from behind the screen” matters for business insightHow AFP curates learning and networking experiences for finance professionalsWhat to expect from AFP's FP&A Forum and Annual ConferenceHow to avoid low-value work and focus on driving business impactThis episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today's finance landscape.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Bryan:LinkedIn - linkedin.com/in/bryan-lapidus-fpacCompany - https://www.linkedin.com/company/association-for-financial-professionals/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[03:33] – What Is AFP?[05:38] – What Makes Great FP&A?[13:34] – Inside the AFP Conference[18:13] – How AFP Chooses Conference Tracks[23:12] – AFP FP&A Forum Highlights[27:30] – How Soft Skills Shape Career...
In this episode of Corporate Finance Explained on FinPod, we break down cash flow forecasting, why profitable companies still fail, and how liquidity, not earnings, determines whether a business survives. This episode explains how companies can look strong on the income statement while quietly heading toward a cash crisis.Many businesses don't collapse because they're unprofitable. They fail because they run out of cash. Understanding the differences between profit, EBITDA, and cash available is one of the most critical skills in corporate finance. This episode shows how cash flow forecasting reveals timing risk, funding gaps, and liquidity shortfalls long before they appear in reported earnings.In this episode, we cover:– Why profitability and EBITDA can hide serious liquidity risk– How timing differences between revenue, expenses, and cash create dangerous gaps– The impact of accounts receivable, inventory, capex, and debt repayments on cash flow– How operating, investing, and financing cash flows work together– Why companies like Apple and Walmart manage liquidity so effectively– What went wrong at companies like WeWork, Carvana, and Boeing from a cash flow perspective– How short-term, 13-week, and long-term cash flow forecasts prevent financial surprisesWe explain why cash flow forecasting is not just a treasury function, but a core finance responsibility. By mapping cash inflows and outflows over time, finance teams can anticipate liquidity troughs, plan funding needs, and make informed decisions before cash constraints become emergencies.This episode is designed for:– Corporate finance professionals– FP&A analysts and managers– Investment banking and valuation professionals– Finance leaders responsible for liquidity, forecasting, and capital planningCorporate Finance Explained is a FinPod series from Corporate Finance Institute (CFI), created to make complex finance topics clearer, more practical, and easier to apply in real-world decision-making.Subscribe to FinPod for more corporate finance explainers, real-world examples, and practical finance insights.
In most companies, budget season is a predictable exercise in "incrementalism," taking last year's numbers and adding a 5% bump. But what happens when leadership drops a bomb and says, "This year, we start from zero"?In this episode of Corporate Finance Explained on FinPod, we explore Zero-Based Budgeting (ZBB), a high-stakes financial framework in which every dollar must earn its right to exist. We unpack the mechanics of ZBB, the "Save to Grow" mindset, and the cautionary tales of companies that saved themselves into obsolescence.ZBB vs. Traditional Budgeting: The Logic FlipThe fundamental difference between ZBB and the status quo is a shift in perspective:Traditional Budgeting: Asks, "How much more or less do we need than last year?" It is comfortable, based on precedent, and often hides "historical entitlement."Zero-Based Budgeting: Asks, "If we were building this function from scratch today, what would we actually fund?" It treats every expense as discretionary and requires a strategic justification for every line item.The Mechanics: Decision Packages and Tiered FundingThe core engine of a successful ZBB program is the Decision Package. Rather than funding a department, leadership funds specific activities using a three-tiered approach:Minimum Level: The "keep the lights on" spend. The bare minimum required for operations and regulatory compliance. Current Level: Business-as-usual spending. Enhanced Level: Discretionary funding for innovation, R&D, and new customer acquisition.This framework allows leadership to make strategic trade-offs. For example, funding a "minimum" level for administration to prioritize "enhanced" funding for revenue-driving marketing.Case Studies: The Scalpel vs. The AxeKraft Heinz (The Warning): Following a 2015 merger, the company applied a "ruthless" ZBB model. While margins shot up instantly, they cut too deeply into R&D and brand-building. The result was massive brand erosion and billions in write-downs. Unilever (The Blueprint): In response to market pressure, Unilever adopted a "Save to Grow" ZBB model. They targeted specific SG&A categories but "ring-fenced" strategic areas like innovation. Savings were immediately reinvested in the business, proving that ZBB can be a tool for growth, not just austerity.The Role of FP&A: From Scorekeeper to ArchitectWithout a strong Financial Planning & Analysis (FP&A) team, ZBB is just a spreadsheet exercise. In a ZBB environment, FP&A professionals must:Define Cost Drivers: Moving away from "last year's bill" to metrics like transaction volume or headcount.Assign Ownership: Ensuring the person who owns the activity is the one defending the spend.Differentiate Costs: Protecting "Change the Business" costs (future investments) from being swallowed by "Run the Business" costs (daily operations).
In this episode of FP&A Unlocked, host Paul Barnhurst talks with Ben Pierce, General Manager of Workday Adaptive Planning, to discuss the evolving landscape of FP&A, the challenges of planning software, and the future of finance in an AI-driven world. Ben shares his career journey, from semiconductor engineering to leadership roles in the FP&A software industry, and dives into his vision for how AI is transforming the way businesses plan and make decisions.Ben Pierce is an experienced executive with over two decades of experience in the enterprise software industry. Currently, he leads Workday Adaptive Planning's global strategy, growth, and innovation efforts. Prior to joining Workday, Ben held senior roles in several companies, including River Logic, Tidemark, and IBM, where he honed his expertise in analytics, financial software, and business leadership. His career has been shaped by his passion for leveraging technology to improve business operations and drive impactful change.Expect to Learn:Why Ben believes the future of FP&A is in AI and analyticsThe importance of challenging the business with actionable insightsHow to make FP&A tools work for you, not just as a data repositoryWhat to consider when choosing and implementing FP&A softwareThe balance between strategic planning and flexible budgeting processesHere are a few relevant quotes from the episode:"A great FP&A partner doesn't just provide data, they come to the table with a point of view and push you to do better." – Ben Pierce"At the end of the day, it's not about the tool, it's about the implementation and how you engage with it." – Ben PierceBen Pierce offers invaluable insights into FP&A, emphasizing the need for technology to not only streamline processes but also enhance decision-making capabilities. His advice on selecting the right FP&A tools and the importance of having a supportive implementation partner is essential for any finance team looking to modernize their planning processes.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFree Trial of WorkdayTry Workday Adaptive Planning free for 30 days -
At Intel, Bruce Schuman remembers walking into a meeting as a controller, proud of a product change his team had worked on “for months.” Then CFO Andy Bryant asked one question—one that reframed the proposal around customer impact. “Nobody had thought about (it),” Schuman tells us, and that question “completely changed the entire conversation,” leading to a “10 times better” outcome.That moment captures why Schuman spent “two decades plus 27 years” at Intel, he tells us. Rotational roles pushed him into new challenges every few years, while leaders modeled what influence and partnership looked like in practice. Intel even had a term for it—“constructive confrontation,” Schuman tells us—encouraging finance leaders to put difficult issues on the table in service of better decisions.When Schuman later moved into CFO roles outside Intel, he carried that mindset with him. FP&A, he says, should not simply “report the score of the game,” but act like “people on the field literally changing the outcome of the game,” Schuman tells us. That expectation shaped how he built finance teams and approached decision-making in smaller, faster-moving organizations.Today, as CFO of Universal Technical Institute, Schuman applies those lessons to a mission-driven business focused on workforce development. UTI works with “about 35 OEM partners” and “about 6000 employer partners,” Schuman tells us, and measures success through “70% graduation rates” and “about 85% placement rates,” Schuman tells us. Growth remains disciplined: “We'll never sacrifice student outcomes,” he tells us, even as the company plans to build “anywhere from two to five campuses a year for the next five years,” Schuman tells us.
Luis Herrero analiza junto a Àngels Hernández la situación de los estudiantes de FP en España.
When Drew Laxton looks back on the past year at Outreach, one moment stands out—not a transaction, but a plan. The company set its annual targets, executed against them, and then exceeded expectations. “When you see green numbers at every quarterly all-hands,” Laxton tells us, “it's amazing how that little bit of momentum just builds the company.” What surprised him most was the cultural impact: morale rose, confidence compounded, and belief followed performance.That belief didn't happen by accident. Laxton's career has consistently positioned him at the intersection of numbers and narrative. He began in investment banking, where he learned early that finance only matters if people can retain the story behind it. “If you can't tell the story, it just stays there,” he tells us. That mindset carried him from banking into operating roles, and later to Apptio, where he experienced nearly the full corporate lifecycle—from IPO preparation to public markets and eventually a private-equity take-private.Serving as Chief of Staff during Apptio's Vista ownership pushed him beyond traditional finance. The role, he explains, was about making sure the CEO “didn't run into a locked door,” anticipating decisions and asking the questions leadership would need answered. That experience sharpened his instinct for alignment.Today, as CFO of Outreach, Laxton applies those lessons through planning discipline, FP&A embedded in the business, and storytelling that connects strategy to execution. Finance, in his view, is not a back-office function—it is the force that helps people understand why the company is moving where it is going.
© 2020-2026 Ivy Podcast Discovery LLC
