Podcast appearances and mentions of glenn hopper

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the realities behind the AI hype cycle and how it's playing out in finance, from inflated ROI expectations to unscalable AI tools and organizational chaos, Paul and Glenn unpack what's working, what's failing, and why so many companies are stuck. With no guest this week, the duo shares their honest takes on the state of AI, its practical limits in financial workflows, and how companies are fumbling both bottom-up adoption and top-down implementation. This one's a mix of hot takes, technical insight, and just enough despair to keep things real.In this episode, you will discover:How bottom-up AI adoption is outpacing executive-led rollouts in finance.The problem with inflated expectations and what's really causing AI project failures.Why Excel tools powered by AI are promising, but limited by context windows.How governance and data issues are crippling enterprise AI strategies.What OpenAI, Oracle, Nvidia, and Microsoft's latest moves mean for the AI landscape.AI isn't a magic solution; it's a powerful tool that still depends on good data, realistic goals, and a bit of patience. Paul and Glenn make it clear that while the hype is loud, real progress takes thoughtful implementation and education. The future of AI in finance looks promising, but only for teams willing to do the work.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:[01:56] - AI Hype Cycle Meltdown[04:50] - AI Tools in Excel[07:33] - Bottom-Up vs Top-Down Adoption[11:33] - Why AI Projects Fail[14:38] - Change Management Gaps[17:23] - Context Window Limitations[20:30] - Learn the Basics of AI[23:11] - Oracle, Nvidia & OpenAI Deals[30:07] - Microsoft Adds Anthropic to Copilot[34:24] - Copilot Improvement & Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Jeff Seibert, CEO and founder of Digits, a cutting-edge accounting platform. Jeff shares how Digits is transforming the finance world by automating accounting workflows and providing real-time visibility into financial data. He explains how integrating modern technology into the general ledger (GL) and other accounting processes is streamlining the financial close and eliminating inefficiencies that have long been part of traditional systems.Jeff Seibert is the founder and CEO of Digits, a groundbreaking accounting platform. Previously, he was Twitter's Head of Consumer Product and appeared in the Emmy-winning Netflix documentary The Social Dilemma. Jeff co-founded Crashlytics, acquired by Twitter in 2013 and now owned by Google. A self-taught programmer, he started coding at 13 and graduated from Stanford with a B.S. in Computer Science. Jeff is also an angel investor in over 100 startups and was named one of Insider's Top 100 Seed VCs.Expect to Learn:The difference between traditional and AI-native accounting systemsHow Digits uses machine learning for near-perfect transaction classificationWhy legacy systems struggle with AI and how Digits solves itHow predictive models enable real-time financial insightsJeff's predictions on AI's future in finance, automation, and reconciliationJeff Seibert provides a fascinating insight into the future of finance, showcasing how AI can transform the accounting space from a slow and manual process to one that's fast, predictive, and automated. His journey from self-taught programmer to CEO of a company revolutionizing accounting highlights the power of innovation in today's tech-driven world.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.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] - Introduction to Jeff Seibert[02:25] - What Inspired Jeff to Start Digits[05:24] - How Did Jeff Overcome the Data Gap[08:11] - Did You Expect the Digits Timeline[12:38] - AI Agents in Classification[16:50] - The Future of Real-Time Accounting[18:43] - Wrapping Up with Jeff Seibert

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that's changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.In this episode, you will discover:How Jeff's passion for coding started at age 13.The story behind founding Digits and solving slow financial systems.How Digits provides real-time financial data to businesses.Why traditional accounting systems fail and how Digits overcomes it.Jeff's vision for AI and automation in the future of accounting.Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.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:[02:25] - Jeff's Background[07:11] - Why Traditional Accounting Fails[10:24] - Overcoming Data Challenges[13:17] - The Long Road to Market[17:42] - AI Agents in Real-Time Accounting[21:55] - Overcoming AI Adoption Resistance[23:20] - What's Next for AI in Five Years[25:41] - The Future of...

In this episode, hosts Paul Barnhurst and Glenn Hopper explore the challenges and opportunities that come with incorporating AI into finance. They discuss why so many AI projects fall short of expectations, the importance of having clear processes and clean data, and how businesses can get the most out of these technologies. The conversation also covers the practical uses of tools like ChatGPT and Excel Copilot, and the need for realistic expectations when adopting new technology.In this episode, you will discover:Why 95% of AI projects don't deliver the results businesses expect.The critical role that data quality and solid workflows play in making AI work.How businesses are using tools like ChatGPT and Excel Copilot to enhance financial operations.How to integrate these tools effectively into existing systems.The importance of setting realistic goals and expectations when using new technologies.Paul and Glenn stress that while AI offers great potential, it's important to approach it with a clear understanding of its capabilities and limitations. They discuss how businesses can align technology with existing processes, manage expectations, and avoid common pitfalls.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:[00:41] - Welcome to the Episode[01:07] - Funny News of This Week[04:00] - Why AI Projects Underperform[09:12] - AI Automation for New Hires: Realistic or Hype[16:01] - Understanding AI Fundamentals in Finance[17:41] - Thoughts on ChatGPT-5[31:06] - Summary of Key Takeaways from the Episode

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Dennis Jiang, co-founder and CEO of Rosie. Dennis shares how Rosie helps professionals navigate complex spreadsheets, debug formulas, and optimize financial models. The conversation explores how AI is transforming spreadsheet use, streamlining tedious tasks, and empowering users to focus on strategic insights. Dennis also explains the unique challenges of integrating AI into financial workflows and how Rosie is changing the landscape of Excel usage for power users.Dennis Jiang is the co-founder and CEO of Rosie, an AI-powered assistant that helps professionals understand, build, and analyze spreadsheets with ease. Dennis started his career as a consultant at Bain & Company, where he became an Excel whiz, so much so that he later worked as a freelance Excel consultant for high-profile clients like Apple. Having seen firsthand how much his clients and colleagues rely on spreadsheets yet struggle with them, Dennis founded Rosie to leverage agentic AI to finally solve that problem and help professionals focus on insights rather than wrestling with formulas.In this episode, you will discover:How Rosie's AI assistant redefines how professionals use Excel.The role of AI in auditing and debugging complex financial models.How Rosie saves time for finance teams by automating tedious tasks.The difference between Rosie and tools like Microsoft Copilot for advanced users.Why Dennis believes that spreadsheets will remain central to finance, even as AI technology evolvesDennis shared his journey from consulting to founding Rosie, offering an inspiring look at how AI is transforming Excel modeling and financial workflows. His insights into automating tedious tasks, debugging complex models, and enhancing financial analysis provide invaluable guidance for professionals looking to leverage AI to improve productivity and decision-making.Follow Dennis:LinkedIn - https://www.linkedin.com/in/dennis-jiang-0387923/Website - https://www.askrosie.ai/?utm_source=podcast&utm_campaign=futurefinance1Special Offer for Our Listeners: Enjoy 1 free month of Rosie Premium (a $20 value) using the code FUTUREFINANCE at checkout.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:[03:04] - Why Rosie Was Created[05:22] - Microsoft's AI Integration Struggles[06:45]...

In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from data ingestion and processing to output, offering a more streamlined approach compared to traditional systems.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.Expect to Learn:The difference between AI-native ERP systems and legacy systemsHow AI is transforming data ingestion and transaction processing in financeThe role of AI agents in automating finance workflows, from cash transfers to accrualsWhy legacy systems struggle to integrate AI and how ReLit does it differentlyThe typical implementation process for AI-native ERPs and how it compares to traditional ERP rolloutsNicolas Kopp provided an insightful look at the future of finance and the potential of AI-native ERP systems. His work with ReLit showcases how AI can transform finance operations, offering real-time visibility and automating complex workflows. From narrowing the scope of AI agents to building smarter systems, Nicolas' insights are invaluable for finance professionals looking to leverage AI for operational success. Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.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:[01:10] - What Makes an AI-native ERP?[03:22] - Integrating AI into Legacy Systems[04:51] - Exploring AI Agents in Workflows[07:24] - How Close Are We to Autonomous AI Agents?[11:31] - The Challenge of Quick ERP Implementations[15:45] - Celebrating Success and Sequoia Backing

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.In this episode, you will discover:How AI-native ERP systems like Rillet are revolutionizing general ledger operations.The process of automating complex accounting workflows with AI agents.Why finance leaders need to embrace AI and the practical steps to do so.The challenges and benefits of shifting from legacy systems to AI-driven platforms.How CFOs can leverage AI today, even without a dedicated tech team.Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.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:[02:57] - What is an AI Native ERP?[06:41] - AI Agents and Workflow[09:15] - The Future of AI Agents with Autonomy[11:47] - The Story Behind the General Ledger[16:15] - The ERP Implementation Process[23:43] - CFO...

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the latest updates in AI and how these advancements are impacting the finance sector. They explore the practical challenges that come with integrating AI into existing finance workflows and the real-world limitations of AI tools. The conversation covers new tools like Claude for financial services and the recent developments from OpenAI, while also delving into how AI can be used in financial modeling and analysis. The hosts also share their personal experiences, frustrations, and optimism about the future of AI, offering a balanced view of the excitement and challenges that come with these technologies.In this episode, you will discover:How Claude for Financial Services is changing AI in finance.Insights on OpenAI's agent rollout and its impact on the industry.The challenges of integrating AI into financial workflows, especially Excel.The practical limitations of AI in real-world finance applications.The future potential of AI tools and their role in financial decision-making.Paul and Glenn highlighted the potential of AI tools like Claude and OpenAI's agents in finance, stressing the importance of understanding their limitations. While these technologies offer exciting opportunities, integrating them effectively into existing workflows is key to realizing their value. The journey to fully harness AI in finance continues, and practical, cautious adoption will be crucial.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:[00:43] - Welcome to the Episode[01:09] - Claude for Financial Services[04:59] - OpenAI's $10 Million Model[06:41] - Integrating AI into Excel Workflows[11:56] - Maintaining Data Integrity in AI Models[13:37] - AI Integration via Spreadsheet Sidebars[16:10] - Testing Data Formats: CSV vs JSON for LLMs[21:59] - SNL Skit with Debbie Downer[24:54] - Closing Remarks

Sarah Schlott, Senior Director of Finance at Tray, a leading point of sale system in entertainment,  joins Glenn Hopper to tear down the sacred rituals of corporate finance. Rising from billing temp to strategic finance leader, Schlott who has been in corporate finance for 18 years, delivers brutal honesty about what's broken in FP&A and how to fix it. She challenges everything from annual budgets to variance analysis (“forensic accounting in disguise”) while advocating for a bottoms-up, operator-first approach that actually works. In this episode: The power of aggressive curiosity in finance  My most accurate forecast was also the one that failed  My views on variance analysis  Running a $100M forecast in Excel  Why we shouldn't treat the annual budget as a “golden idol” Moving away from a “spreadsheet guilt trip” every month  From Singer-Songwriter to Finance Leader Connect with Sarah Schlott: https://www.linkedin.com/in/sarahschlott/

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome digital transformation expert Tariq Munir to explore how AI and data are reshaping finance leadership. The conversation centers on the core message of Tariq's upcoming book, Reimagine Finance: A Guide to Leading in the Age of Data, AI and Digital, and how finance professionals can drive transformation without needing deep technical expertise. The episode emphasizes mindset shifts, the human role in AI adoption, and the practical use of digital twins and reasoning models in finance.Tariq Munir is a keynote speaker, writer, and digital transformation consultant with over two decades of experience working with Fortune 500 companies. Formerly with PepsiCo, Tariq recently transitioned to full-time entrepreneurship. His work focuses on empowering CFOs and finance teams to lead enterprise-wide digital transformations. He's also the author of the forthcoming book Reimagine Finance, scheduled for global release with Wiley.In this episode, you will discover:Why mindset, not technical expertise, is the key to digital transformation in finance.How AI is changing leadership expectations and essential skillsets.What digital twins are and how they can optimize finance processes.The challenges of applying reasoning models in financial AI use cases.Why critical thinking and human judgment remain vital in an AI-driven world.Tariq shared his inspiring transition from corporate executive to digital transformation leader, making this episode a compelling listen for anyone aiming for future-proof finance in the AI era. His reflections on leadership, his vision for human-centered AI adoption, and practical strategies like digital twins offer essential insights for finance professionals seeking to embrace innovation, drive change, and lead with purpose in an increasingly data-driven world.Follow Tariq:LinkedIn - https://www.linkedin.com/in/tariq-munirWebsite - https://www.tariqmunir.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://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:[02:23] - Writing "REIMAGINE FINANCE"[03:45] - Key Takeaways For Finance Leaders[06:02] - Career Shift And Current Update[09:56] - AI And The New Breed Of Leaders[14:57] - Balancing AI And Human-Centricity[20:21] - Jobs And Technological Change[28:42] - Challenges With AI Reasoning Models[36:00] - Fun Questions & Episode Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Siqi Chen, founder and CEO of Runway. Siqi opens up about the challenges he faced understanding finance as a founder, and how those frustrations led him to build a more intuitive platform. The conversation explores what's broken in traditional finance tools and how better design can make finance easier to grasp for everyone in the business, not just the experts.Siqi is a builder and investor with a background that spans NASA, gaming, and high-growth startups. Before Runway, he led products at Zynga and Postmates, served as CEO of Sandbox VR, and invested in companies like Clubhouse and Amplitude. His journey gives him a unique perspective on how product design can solve real business pain points, especially in finance.Expect to Learn:Why traditional finance tools are often disliked.The common spreadsheet struggles growing teams face.How user-friendly design improves collaboration.Why Runway focuses on clarity and flexibility over complexity.What it means to build a thinking tool, not just a planning tool.Siqi shares practical, hard-earned insights on what it takes to build a truly useful finance platform, one that prioritizes clarity, flexibility, and collaboration. If you're frustrated by rigid systems or drowning in spreadsheet chaos, this episode offers a fresh perspective on how thoughtful design and a new approach to financial modeling can help you make better, faster decisions.Follow Siqi:LinkedIn - https://www.linkedin.com/in/siqic/Company - https://www.linkedin.com/company/runway/Twitter - https://x.com/bladerJoin 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:[01:05] - Origin of Runway[03:00] - Early Challenges & First Users[04:10] - Early Demo & Launch Delay[05:29] - User-Friendly Design[11:43] - Winning by Being Different[15:53] - Powerful Tech, Simple Design[16:33] - From Workflow to Thinking Tool

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Siqi Chen, founder and CEO of Runway, a finance platform built to help operators understand their business without needing a degree in finance. The discussion explores how traditional FP&A tools fall short, and why Runway is reimagining financial modeling by combining flexibility, design, and deeper thinking. Siqi is the founder and CEO of Runway, a modeling platform designed for operators and finance professionals who need flexible, intuitive tools to manage business complexity. He previously served as CEO of Sandbox VR, VP of Product at Postmates, and Head of Product at Zynga. Siqi has also invested in over 100 startups, including Clubhouse, Amplitude, Pipe, and Italic. Early in his career, he worked at NASA, where he was awarded a Congressional Space Act Award while still in school for his work on the Mars Exploration Rover.In this episode, you will discover:Why FP&A platforms often fail to replace spreadsheets for financial modeling.How Runway is addressing the core pains of collaboration, complexity, and data integration.Why flexibility and speed of thought matter more than workflow automation.How Siqi thinks about AI's role in making finance tools more usable and accessible.A remarkable story of how a meme coin helped fund life-saving research for his daughter's brain tumor.Siqi shared his remarkable journey from NASA engineer and tech executive to founder of a finance platform built for modern operators. His experiences across product leadership, startup growth, and personal resilience highlight why tools like Runway are redefining how finance professionals think, plan, and collaborate. This episode is a must-listen for anyone looking to move beyond outdated systems and embrace a more flexible, human-centered approach to financial modeling and decision-making.Follow Siqi:LinkedIn - https://www.linkedin.com/in/siqic/Company - https://www.linkedin.com/company/runway/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] - Siqi's Background[04:41] - Runway Journey So Far[07:11] - Approachable Finance Tools[14:28] - UX & What Makes Runway Unique[20:26] - Thinking Tool Idea[24:28] - Excel Flexibility Trade-Offs[33:46] - AI as a Financial Exoskeleton[40:21] - The Meme Coin Surprise[44:40] - Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experience with traditional finance systems, and how Campfire is bringing AI to the forefront of finance transformation.John is the founder and CEO of Campfire, a cutting-edge AI-powered ERP platform that redefines how finance teams manage the general ledger. With a career that spans strategic roles in companies like Adobe, Magento Commerce, and Buildcon, John's expertise in finance and corporate development has helped shape his vision for the future of financial reporting. He shares insights on how his career led him to solve the pain points in the finance sector, particularly around outdated software and complex financial processes.Expect to Learn:How AI is transforming finance systems, especially in accounting and financial reporting.The challenges of ERP implementation and how Campfire is tackling them with AI-powered solutions.Insights on getting closer to a “day zero” close and speeding up financial closing cycles.The evolution of the general ledger and how modern ERPs are rethinking traditional finance tools.John offers practical insights and forward-thinking strategies for embracing AI in finance. If outdated systems and slow processes have been holding you back, this episode provides a refreshing look at how AI can drive efficiency and smarter decision-making in finance.Follow John:LinkedIn - https://www.linkedin.com/in/johnglasgow/Website - https://campfire.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:[00:23] - John's Background[01:34] - $35M Series A Announcement[02:46] - Career Background & Campfire[04:45] - Long-Term Vision & Career Decisions[07:22] - Accelerating Financial Close[12:05] - Modern Ledger vs. Legacy

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, founder and CEO of Campfire, a modern AI-native ERP system designed for finance teams. The discussion centers on why traditional ERPs are no longer meeting the needs of growing businesses and how Campfire is offering a new solution built with automation and finance-first design. John shares insights from his career in finance and explains how his own challenges inspired the creation of Campfire.John is the founder and CEO of Campfire, an ERP platform developed for mid-sized and enterprise finance teams. With prior roles at Adobe and Invoice2Go, where he led strategic finance and corporate development, John has experienced firsthand the limitations of legacy ERP systems. Campfire, backed by Y Combinator and Foundation Capital, is rethinking the general ledger using AI to accelerate financial reporting, reduce manual work, and help finance professionals focus on strategic insights.In this episode, you will discover:Why companies are replacing legacy ERPs like NetSuite and what they look for in a modern solution.What a modern general ledger looks like, and how AI can support, not replace finance teams.Why finance leaders need systems that enable real-time visibility and decision-making.How strategic accounting is becoming a core part of modern finance.John shared his insightful journey from finance leader to founder, making this episode a must-listen for anyone interested in modernizing finance through technology. His experiences in building an AI-native ERP, tackling the challenges of traditional systems, and redefining the role of finance offer valuable lessons for professionals seeking to drive efficiency, accuracy, and strategic value in their organizations.Follow John:LinkedIn - https://www.linkedin.com/in/johnglasgow/Website - https://campfire.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:[04:36] - Career Journey & Inspiration[06:35] - From Finance to Founder[10:12] - Day-Zero Close & Real-Time Finance[14:58] - Modern vs. Legacy Ledgers[19:48] - The Case for a New ERP Tool[23:14] - Campfire's AI in Action[28:20] - Key Differences: FP&A vs. Accounting[31:17] - How to Humanize Finance[35:08] - Wrap-Up & Takeaways

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia's impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.Expect to Learn:How AI is reshaping traditional finance roles, especially in audits and treasury.Why standardized operating procedures (SOPs) are crucial for successful AI implementation.How to evaluate AI tools effectively, focusing on scalability, ROI, and integration with existing systems.The evolving skillsets finance leaders should prioritize in the era of AI.Natalia brings clarity, depth, and a grounded perspective to the conversation around AI in finance. If you've ever felt overwhelmed by the speed of technological change or unsure where to begin with AI integration, this episode offers a refreshing take. Her insights are both practical and empowering, showing that transformation starts with well-defined processes and a people-first mindset. Follow Natalia:LinkedIn - https://www.linkedin.com/in/nataliatoronyi/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:[00:59] - Natalia's Journey[05:41] - Generative AI Shift[07:08] - Treasury Insights[09:57] - Audits with AI[12:39] - Documenting SOPs[14:15] - Evaluating Tech

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia's impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.In this episode, you will discover:How AI is transforming the finance function, from internal audits to treasury management.The importance of creating well-defined processes and SOPs as AI continues to integrate into business functions.How automation and AI tools can optimize working capital, cash flow forecasting, and financial risk management.The evolving role of talent in the finance industry and how leaders should focus on developing strategic and critical thinking skills.Key considerations when evaluating AI tools for finance teams, including scalability, security, and ROI.Natalia's expertise makes this episode a must-listen for anyone interested in AI and finance. Her insights on AI in audits, treasury, and talent management offer valuable takeaways for both finance professionals and tech enthusiasts, inspiring new ways to approach decision-making and business processes.Follow Natalia:LinkedIn - https://www.linkedin.com/in/nataliatoronyi/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:[03:27] - Natalia's Background[10:09] - Treasury & AI[13:08] - AI in Audits[17:07] - Evaluating AI Tools[24:39] - Talent Development & AI[28:10] - Future of Finance[32:41] - Advice to Younger Self[33:23] - Leadership Across Cultures[35:02] - Episode Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a deep dive into the latest developments in AI, especially how the technology is transforming the business world, from tools that help with forecasting to the ongoing evolution of AI avatars and agents. They also explore the impact of multimodal models, like OpenAI's multimodal capabilities and Google's recent advancements. From AI-generated images to automated agents, the discussion reveals how AI is quickly becoming a game-changer across industries, including finance, content creation, and customer service.In this episode, you will discover:How multimodal AI models are changing content creation and business operationsThe role of AI-generated avatars in training, presentations, and content productionThe current limitations of AI agents and how businesses are adopting themGoogle's new video AI tools and their impact on content creationHow AI memory is enhancing personalized digital assistants and business processesIn this episode, Paul and Glenn explored how AI is transforming content creation, business operations, and personal assistance. While AI advancements are exciting, they also highlight the current limitations of AI agents. Stay tuned for more as they continue to dive into AI's evolving role in finance and beyond..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:[00:41] - Welcome to The Episode[05:28] - AI-generated images[08:33] - Google's video AI[13:28] - Multi-step vs. Workflow Agents[17:53] - Persuasion Through Visuals & AI[20:32] - AI: Progress or Rebranding[26:40] - Moore's Law on Steroids[29:55] - AI Models for Clients[39:32] - Closing Thought

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it's still rough around the edges, and how it's starting to make a difference for people working in Excel every day. David shares how he got recognized by Microsoft, what it's been like behind the scenes, and why he's focused on teaching finance pros to use these tools without losing sight of the basics.David Fortin brings a mix of startup experience, accounting know-how, and a ton of enthusiasm to the conversation. After helping raise $30 million and navigating a successful exit at a SaaS company, he turned his attention to content creation-making Excel and Copilot more approachable through online courses and quick-hit tutorials. He's passionate about helping people understand tools that can save time and make their jobs a little easier, especially in finance.Expect to Learn:What it's like becoming a Microsoft MVP and how David ended up on their radar.The strengths and limits of Copilot in Excel today especially for those new to the tool.Why features like “clean data” and basic Python functionality can be surprisingly useful.How to avoid being overwhelmed by buzzwords and just focus on what works.The value of starting small, staying curious, and being honest about what tech can (and can't) do.David brings clarity, honesty, and a little humor to the conversation around Excel, Copilot, and where these tools are headed. If you've ever felt overwhelmed trying to keep up with the latest features, this episode will help you see how to use what's already available without needing to be an expert. It's a conversation that feels more like advice from a savvy colleague than a tech demo.Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://courses.davidpba.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:[00:11] - Introduction of guest[03:05] - How He Became a Microsoft MVP[06:00] - What Copilot Does Well Right Now[09:46] - “Clean Data” and Smarter Tools in Excel[10:44] - Using Python Without Being a Coder[13:03] - What the Future Could Look Like[14:11] - Cutting Through the AI Hype[17:21] - Final Thoughts & Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS finance to teaching Excel online, and why he believes learning should be both practical and fun.David is the creator behind Piggybank Accountant, a fast-growing YouTube channel that teaches Excel and Copilot to accountants and finance professionals. Before diving into content creation full-time, David helped raise $30 million for a SaaS startup and supported its successful exit. Today, he's known for making even the most technical topics feel approachable. Whether he's talking about conditional formatting or Python in Excel, David's mission is simple: help people learn skills that matter in the most engaging way possible.In this episode, you will discover:What it means to be a Microsoft MVP and how it's opened doors in David's career.Why Copilot is ideal for Excel beginners and how it's starting to serve power users too.How finance professionals can actually use Copilot today to save time and improve workflows.Where Copilot shines, where it falls short, and what to expect next.Why David walked away from a corporate role to pursue content full time. David brings fresh energy to conversations around Excel, Copilot, and how technology is changing the way finance professionals work. This episode is perfect for anyone curious about Copilot, looking to up their Excel game, or wondering how to bring creativity into finance. David proves that learning can be entertaining, and still incredibly useful.Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://courses.davidpba.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:[01:07] - Welcome & Introduction[02:04] - Meet David: From CPA to Microsoft MVP[05:00] - What the MVP Journey Has Been Like[08:08] - Copilot in Excel: Where It Is Now[12:33] - New Features and Real Use Cases[17:33] - Sorting Through the AI Hype[21:03] - Using Copilot as a Finance Pro[25:40] - Time-Saving Examples from the Field[29:06] - Thoughts on Prompting and Productivity[36:06] - Excel Meets World of Warcraft[43:12] - Leaving the 9-5

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world's first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he's seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam's career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.In this episode, you will discover:What inspired Ahikam to move from finance leadership into founding Safe AIWhy traditional finance teams struggle to govern their own data across systemsHow Safe AI helps companies spot errors, detect fraud, and stay ahead of complianceThe real-world challenges of financial close and how to fix them before they snowballHow finance teams can embrace innovation without giving up controlAhikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn't just about tracking numbers-it's about building systems that support accuracy, trust, and long-term growth.Follow Ahikam :LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.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:[00:00] - Welcome to the Episode[00:24] - SXSW and Startup Energy [01:00] - Transitioning from Corporate to Startup [03:25]

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulations, Ahikam shares a behind-the-scenes look at how finance can be a key driver of growth, not just a support function.Ahikam Kaufman is the Co-Founder and CEO of Safebooks AI, a platform focused on ensuring the integrity and accuracy of financial data for organizations. With a strong track record in leadership roles across finance and technology, Ahikam brings deep insight into the challenges companies face in managing financial data at scale. Prior to Safebooks AI, he held key positions in companies like Buildup and ScanModul, giving him a well-rounded view of both startup growth and enterprise needs.In this episode, you will discover:Why paying people in different countries is way more complicated than it soundsHow finance teams can shape a company's strategy-not just track expensesWhat makes Papaya Global stand out in the crowded HR and payroll spaceHow to deal with the endless maze of international tax and labor lawsAdvice for finance pros who want to grow their careers in a changing worldAhikam Kaufman shared practical insights on how messy and unreliable financial data can hinder companies and what it really takes to fix that. Drawing from his experience as Co-Founder and CEO of Safebooks AI, he offered a grounded view on why visibility, structure, and accountability in financial operations are crucial for any organization. He emphasized that success starts with clean data and clear systems, not just better dashboards. At the heart of it all: discipline, attention to detail, and building tools that make finance teams stronger.Follow Ahikam:LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.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:[01:53] - Welcome to the episode[02:19] - SXSW and Startup Energy[02:53] - Transitioning from Corporate to Startup[03:46] - The Importance of a Strong Foundation[05:40] - Replacing Manual Financial Controls[08:03] - AI-Powered Financial Graphs at SafeBooks[17:10] - Ensuring Compliance with SafeBooks[22:49] - AI's Impact on...

“The Association for Financial Professionals (AFP) is a non-for-profit with a really simple mission, which makes it really easy for me to wake up and know what I'm doing every day,” says Bryan Lapidus, Director, FP&A Practice at the Association for Financial Professionals. “We exist for the success of the corporate finance and treasury professionals. FPAC, our certified corporate FP&A certification has been in the market for about 11 years now and 5,000 people have earned it in more than 80 countries.” Returning guest Lapidus joins Glenn Hopper  as they discuss the climate for FP&A including: Evolution of FP&A  and AI  Certificates vs Certification  Why business school doesn't prepare you for FP&A roles The impact of Sarbanes-Oxley on changing the CFO role  Why you need different CFOs at various stages of a company lifecycle  Why FP&A professionals are so hirable and promotable How to become CFO from an FP&A role  

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, 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

Glenn Hopper's newest book is AI Mastery for Finance Professionals, but the content is also for CEOs, board members, and all other organizational leaders. We keep the topics pragmatic, applicable, and example-centric in this conversation. We'll also discover what Glenn means by saying, "AI will not replace people. People who use AI will replace those who don't use AI."

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...

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is sponsored by Oracle NetSuite. Knowledge is power, especially when navigating AI. Demystifying AI: A Layperson's Guide to Artificial Intelligence and Its Impact on Our World is a new business guide written by acclaimed author Glenn Hopper. Download it now.Every week, we cover the five biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- First Tesla Police Cybertruck Won't Be Used as Patrol Car- Barge Crash Caused by Sleeping Deckhand Results in $6M in Damages- Swiss Court Upholds Watchmaker's Odd Bathroom Break Rule- Boeing to Lay Off 17,000 Employees- Ford Unveils Bronco Inspired by Off-Road Racing Champion from 1960sIn Case You Missed It- Injectable Foam 'Bandage' Stops Hemorrhaging- Amazon, Google Make Dueling Nuclear Investments to Power Data Centers- GM Ventures Invests $10M in Forge Nano to Pursue Better BatteriesPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Jeff or Anna [at] ien.com, with “Email the Podcast” in the subject line.

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN). This week's episode is sponsored by Oracle NetSuite. Demystifying AI: A Layperson's Guide to Artificial Intelligence and Its Impact on Our World is a new business guide written by acclaimed author Glenn Hopper. Download it now.Every week, we cover the five biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Bankrupt EV Maker Leaves Abandoned HQ in Shambles- Toilet Paper Panic Buying Returns Amid Dockworkers' Strike- Toyota Pumps Brakes on EV Production in the U.S.- Home Depot to Force Corporate Staff to Work Shifts in Stores- Milwaukee Tool Opens Mississippi Manufacturing Facility In Case You Missed It- We Have Only Have About 60 Harvests Left, Researchers Warn- America's Largest French Fry Producer Closes Facility Amid Fading Demand- Oldest Operating Toyota Forklift Found in Burlington, OntarioPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Jeff or Anna [at] ien.com, with “Email the Podcast” in the subject line.