Podcast appearances and mentions of glenn hopper

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...

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

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.

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

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.

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

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

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

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

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

In this episode Glenn Hopper talks to the researcher responsible for the groundbreaking study which found that AI is better at conducting financial analysis than humans. Alex Kim, University of Chicago Booth School of Business, provides a full overview of his findings, methodology and the impact on FP&A, CFOs and finance from the attention-grabbing study “Financial Statement Analysis with Large Language Models”. The analysis, which made headlines across the world, found AI produces a 60% rate of accuracy in predictive financial performance. Human experts' accuracy tends to fall between 53% and 57%. In this episode Alex Kim reveals the implications for finance professionals:   Alex's finance background – from a Master's degree in Business Administration to a Accounting and a dual Bachelor's degree in Economics and Business Administration- to his doctoral and PHD career How he self taught himself coding and AI Practically how do finance pros take the insights from this paper and use them in their day to day? Why the model didn't do so well with loss-making or startup companies  Improving on the performance models using a startup company data How can you combine AI and Human Intelligence  What humans can do better than AI in financial forecasting  Future research projects into information processing for investors  How to keep up to date on the latest ground breaking research in AI and Finance My military experience stationed with US soldiers in South Korea My favorite Excel feature ( and why one thing about Excel still cannot be rivaled). Read the full paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4835311 Check out the analyzer for yourself here: https://chatgpt.com/g/g-9P3sIn487-financial-statement-analyzer Follow Alex Kim on Linkedin Ph.D. Student at the University of Chicago: https://www.linkedin.com/in/alexgunwookim

In this episode, we chat with Glenn Hopper, an instructor at both Duke University and CFI, author and CFO. Glenn's book, “Deep Finance: Corporate Finance in the Information Age,” solidified his position as a thought leader on the impact of AI on finance roles. In our conversation, Glenn shares his unconventional path to finance, starting as a journalist in the Navy, transitioning to marketing, and ultimately becoming a successful CFO working in a variety of organizations. He shares insights on his career progression, emphasizing the importance of tech and data in his finance roles. We discuss his work in generative AI, its impact on finance, and the future of AI in FP&A. Glenn also offers advice for aspiring finance professionals, stressing the need to understand basic accounting and data science. Tune in for valuable insights from a seasoned finance leader!

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

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

In this special episode (part of Datarails' FP&A Con 2024) Glenn hosts an all-star panel to debate AI and FP&A: Hype vs reality.   Join Nicolas Boucher, Christian Martinez, and Gabriela Gutierrez, alongside CFO Glenn Hopper, host of FP&A Today, and an AI thought leader and author. Delve into real-world applications, separating fact from fiction, and gain valuable practical insights into the present and future of AI in financial planning and analysis.    The Guests: Nicolas Boucher, Keynote speaker on AI for Finance & FP&A Christian Martinez, Finance Analytics Manager, Kraft Heinz Gabriela Gutierrez, Financial Planning & Analysis Specialist   In this episode:  How many FP&A pros are using AI in their work - how do you compare vs the results of our poll  The main misconceptions + and what not to do in the  finance and AI era The significance of ChatGPT 4o The biggest barriers to AI adoptions  Practical uses of AI to use today , including forecasting and practical ways to save time  FP&A AI use cases that have shocked the panel  Which FP&A processes could most use AI help? How to get started practically AI capabilities in existing tools  such as PowerBI Why 2024 is about Python as the tool to learn to break the barrier of AI Automation in finance's relationship with other departments Creating your own chatbot services The importance of data maturity (before AI maturity) How you will start to see AI inbuilt to all your finance techstack Download financial data (balance sheets, savings) from a company on  Yahoo Finance and plug into Chat GPT 4o (Prompt: Act as a management consultant and analyze this data with an FP&A lens” (and getting volume analysis, volatility analysis, moving averages..)  FP&ACon 2024 (on demand) https://www.datarails.com/events/fpa-con-2024/ Join the AI Finance Club: https://ai-finance.club/  “Financial Statement Analysis with Large Language Models,”

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

In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis.Learn more about AI's impact on roles in investment banking and accounting and how to use generative AI to work more effectively. 

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

Tory Bauman, Vice President, FP&A at Zayo Group joins new host Glenn Hopper. In this fascinating episode they go deep on FP&A metrics and processes at one of the most exciting companies in telecoms. Tory leads an  FP&A team underpinning business decisions at Zayo whose network stretches over 16.8 million fiber miles and spans 141,000 route miles. With telecoms long at the forefront of technology, Tory explains her cutting edge philosophy around FP&A realizing “ leadership's strategy and their goals” “closing gaps” and making necessary “pivots”. In this episode Tory reveals: Her move from accountant to finance and why she made the switch How FP&A at Zayo is set up and the main metrics tracked including the importance of being good stewards of billions of dollars in capital investments Measures for forecasting churn  Alignment as crucial to business partnering  Early warning signs and predictive analytics  FP&A and cost per event on telecoms network  Using external data and macro side on the pricing decisions  How Zayo is profiting by providing connectivity and bandwidth in the AI revolution  How I am trying to develop my experience in capital markets and mentorship  Why I am not shy about letting people know I want to be a CFO Her golf career and the impact it has made on her finance goals  Connect with Tory on LinkedIn

It's the end of an era. This is Paul Barnhurst's last episode as FP&A Today host. And in this episode he introduces new FP&A Today host: Glenn Hopper.  Glenn Hopper is a Chief Financial Officer with two decades of experience leading finance operations for private equity-backed companies. Glenn  is an author and journalist, US Navy Veteran, #1 AI Finance leader, and a passionate advocate for FP&A.  In this episode: Glenn's whirlwind career since he last appeared on the show Training FP&A on AI  Why getting started on AI in finance is a painful audit Why the first stages of AI implementation in finance have nothing to do with AI  Launching the definitive LinkedIn course for generative AI and finance  Why it is vital for finance professionals to understand the base of AI  Glenn's favorite episode of FP&A Today Why I decided to become the new host of FP&A Today  Why there's no need to hide my Southern accent on the show  Turning the tables on Paul Paul's final message  Follow Glenn Hopper at https://www.linkedin.com/in/gbhopperiii/ Follow Paul Barnhurst at https://www.linkedin.com/in/thefpandaguy/

In this episode of the Global Risk Community podcast, we delve into the topic of AI in Finance with our guest, Glenn Hopper. With over two decades of experience in finance, accounting, and technology leadership, Glenn brings a wealth of knowledge as the Director at C4 Aventus Advisory Group and the author of the Amazon bestselling book "Deep Finance: Corporate Finance in the Information Age." His unique insight at the intersection of artificial intelligence and corporate finance sheds light on how AI is revolutionizing risk management practices. We discussed the transformative impact of AI on traditional finance strategies, the integration of AI in financial institutions, and the technical complexities involved. Glenn also shared his pioneering work on AI bots designed for specific roles in finance, offering a glimpse into the future of automated financial management. Additionally, the conversation touched on the ethical considerations and the importance of regulation in the ever-evolving landscape of AI in finance. If you're a professional in Risk Management, Cyber Security, Sustainability, or hold a position such as Chief Risk Officer and are passionate about the future of AI in these fields, this episode is a must-watch. Glenn's perspective provides invaluable insights into harnessing AI for enhanced decision-making and efficiency in risk management. Want to be our guest or suggest someone with valuable insights into risk management and related areas? Send your email to info@globalriskconsult.com with the subject line "Podcast Guest Suggestion." Let's continue the conversation and bring more expert discussions to our community.

In this episode of The Private Equity Podcast, host Alex Rawlings, treats listeners to a deep dive into the realm of artificial intelligence within the Private Equity sphere. Joining Alex as this week's guest is Glenn Hopper, an expert in digital transformation with extensive experience in deploying AI solutions in Private Equity contexts.Throughout the episode, Alex and Glenn explore how AI is reshaping the landscape of Private Equity, offering new avenues for growth, decision-making, and operational efficiency. Glenn shares his insights into the practical applications of AI, emphasizing the importance of understanding the intricacies behind digital transformation.From leveraging AI algorithms to analyze vast datasets for investment opportunities to optimizing portfolio performance through predictive analytics, Glenn sheds light on the tangible benefits that AI brings to Private Equity firms. He also discusses the challenges and considerations involved in integrating AI technologies into existing workflows, offering valuable advice for firms looking to embark on their digital transformation journey.Listeners gain a comprehensive understanding of how AI is revolutionizing the Private Equity industry, empowering firms to make more informed decisions, mitigate risks, and unlock new sources of value. Whether it's enhancing due diligence processes or identifying emerging market trends, Glenn demonstrates how AI can drive sustainable growth and competitive advantage in today's fast-paced environment.Breakdown:[00:00] - Introduction to the podcast and today's innovative topic, focusing on the intersection of Private Equity, AI, and digital transformation.[00:45] - Alex Rawlings introduces guest Glenn Hopper, detailing his expertise in finance, technology, and his significant contributions to digital transformation within the Private Equity sector.[02:00] - Glenn shares his journey into the world of finance and technology, highlighting the pivotal moments and the expertise he's developed in AI and digital transformation.[04:30] - Exploring the integration of AI in Private Equity, Glenn discusses the initial challenges and the transformative opportunities that AI presents for the industry.[07:15] - Glenn delves into specific examples of digital transformation in Private Equity, emphasizing the importance and impact of AI in analyzing and making investment decisions.[10:00] - The role of data analytics and AI in due diligence processes, with Glenn providing insights from his extensive experience.[12:20] - Strategies for leveraging technology to create value in Private Equity investments, through Glenn's analytical perspective and innovative approaches.[15:40] - Discussion on the broader implications of technological advancements on the services sector and their significance for Private Equity investors.[18:25] - Glenn offers practical advice for professionals aiming to integrate AI and digital transformation strategies within their investment practices.[20:30] - Glenn's forward-looking views on the evolution of AI in Private Equity and the emerging trends that investors should be aware of.[22:45] - Alex Rawlings concludes the podcast by thanking Glenn Hopper for his invaluable insights and encourages listeners to engage with the topic on social media and various podcast platforms.To connect with Glenn Hopper and delve deeper into his expertise in digital transformation and AI in Private Equity, you can visit his LinkedIn profile: Glenn Hopper on LinkedIn

Episode Topic: Welcome to an insightful episode of PayPod. We engage Glenn Hopper, the creator of Robo CFO, in the discussion the focus is on the intersection of finance, AI, and innovation. He shares insights into the evolution of his career and the inception of Robo CFO. The conversation delves into the vast potential for AI in the financial world and why it stands as prime ground for technological innovation. The episode also explores the workings of GPTs (Generative Pre-trained Transformers) and their role in reshaping the financial landscape. Lessons You'll Learn: There is a profound understanding of how GPTs function and the diverse applications they have in the financial sector. Glenn Hopper shares the intricacies of creating specialized AI professionals tailored for distinct financial tasks. The discussion unfolds the benefits of using GPTs and provides insights into the creation process, feedback loops, and continuous evolution of these AI tools. Moreover, the episode addresses concerns related to job loss in the face of AI advancements, offering nuanced perspectives on the ongoing debate. About Our Guest: Glenn Hopper, the mastermind behind Robo CFO, takes center stage as the guest in this episode. With a rich background in finance and a keen eye for technological advancements, Glenn shares his journey and the pivotal moments that led to the development of Robo CFO. Glenn's expertise and his thoughts on the evolving role of AI in reshaping the financial landscape is an exclusive lore. Topics Covered: The episode covers a wide array of topics, from the genesis of Robo CFO to the implications of AI in the financial industry. Listeners will gain insights into the distinctive features of GPTs and their real-world applications. Glenn delves into the potential beneficiaries of these AI tools, the creation process behind each specialized professional, and the dynamic nature of feedback and updates. The episode also navigates the challenges and opportunities in implementing AI technologies within businesses, providing valuable guidance for CEOs and companies aiming to integrate these transformative tools. Check our website: https://www.soarpay.com

The advent of technology paves the path for businesses to deliver cutting-edge services or products. Joining Jack McCullough today is Glenn Hopper to reveal his secret about how CFOs remain the leading edge in the business. He is a CFO at Eventus Advisory Group and the author of Deep-Finance: Corporate Finance In The Information Age. In this episode, as a guru on Gen AI, Glenn shares his insights on the importance of understanding generative AI and how it helps produce better results. He also addresses data privacy and data security. Not only does he provide a wealth of insights in this episode, but Glenn also offers new possibilities in positioning yourself as the vanguard towards success. So, tune in to this episode with Jack and Glenn today! To book a demo with Payhawk, click here.

What does a record label do? How do I get a record label deal? And what are some ways that I can get my songs out to the world without a label? To answer these questions, we chat with Sweetie Zamora, Head of Labels & Promotions at Remote Control Records. Sweetie shares about the role labels play in an artists' career and what artists should be focusing on regardless of having a label deal or not.Want Professional Development mentorship to guide and support you to release your songs to the world? Find out more about Level Up Club here. Timestamp:3:13 - What does a record label do?7.40 - How artists who are not signed can take strong steps forward12:50 - How to be authentic in your marketing endeavours  17:10 - Some pathways for radio promotion in Australia19:26 - What does a label deal look like?23:00 - How does a label make their money?24:54 - How to approach labels that you want to work with?About Sweetie Zamora:Sweetie is the Head of Labels & Promotions at Remote Control Records, and board member of the Australian Independent Record Label's Association. With over a decade at Remote Control, Sweetie has delivered multiple ARIA #1 Albums, as well as Gold and Platinum sellers for the likes of Adele, Courtney Barnett, Radiohead, Queens Of The Stone Age, and more, as well as guiding the careers of beloved local artists including Ngaiire, Donny Benet, Memphis LK, Carla Geneve, and many others. In early 2021, she founded Pointer Recordings, her own label imprint, home to Telenova, Glenn Hopper, Jamaica Moana and a number of other genre-bending artists. Check out some of the Remote Control Records artists here.Find out more and contact us at I Heart Songwriting Club & Francesca de Valence.Get your creativity, confidence, and songwriting output flowing. Join The Club and receive the support and structure to write 10 songs in 10 weeks and get feedback from a private peer community. This is THE essential writing practice that has changed the careers and lives of 1000s of songwriters worldwide. Just getting started on your songwriting journey and need more hands-on support? Establish a firm foundation and develop your musical and lyric skills with our Beginner Songwriting Courses. They are the perfect place to begin and cover everything you need to know to write your first songs. You'll receive lessons from Francesca directly! Don't struggle to write your next album - write an album a year with ease! Watch our Free Songwriting Masterclass. Want more for your songwriting but don't know where to go from here? Take the I Heart Songwriting Club Quiz to discover your next steps and inspire your way to writing better songs.Get songwriting insights from I Heart Songwriting Club: InstagramFacebookYouTubeBe inspired by Francesca on socials:YouTubeFacebookInstagramTheme song: “Put One Foot In Front Of The Other One” music and lyrics by Francesca de Valence If you love this episode, please subscribe, leave a review and tell everyone you know about The Magic of Songwriting. Thank you for joining us.

In Season 2 : Episode 2 of the Chief Future Officer podcast, Indus Khaitan, CEO of Quolum, hosts Glenn Hopper, Director and CFO of Eventus Advisory Group, and the author of "Deep Finance: Corporate Finance in the Information Age." Glenn has a diverse background that includes journalism, business school, and product management for a telecommunications company during the late 90s and early 2000s. He shares his experience managing a product that was ahead of its time, a template-driven website builder, and how he leveraged his budgeting knowledge to secure more funding for the product. Throughout the episode, Glenn draws on his varied experiences to discuss the importance of effective communication, leveraging technology, and staying ahead of the curve in finance. As a seasoned finance professional with a wealth of experience, Glenn's insights and expertise are sure to be invaluable to listeners.

Glenn Hopper was coming out of the military during the time computers were really taking off. He applied for jobs online and accepted an offer at a marketing company. His first big project was to be the project manager of the first revolutionary...

Many CFOs preach about keeping up with technological change. But CFO Glenn Hopper went a step further. As ChatGPT talk reached fever pitch he was ready with a proof of concept for an FP&A version of Chat GPT. For good measure he also provided 30 pages of documentation about the process (“Application of ChatGPT to Build an FP&A Tool”) - to acclaim among FP&A professionals. Hopper, a serial startup CFO, and U.S. Navy veteran who earned a master's degree at Harvard says: “I wanted to see if someone with just a base understanding of the underlying technology could use artificial intelligence to first off build a tool that would help automate some of the FP&A processes and secondly, get to a way where you could use that tool to interact with your company's financial data.” The Chat GPT project was a perfect technical project for Hopper, playing to his technological mindset and  skills foreshadowing technological transformation for finance professionals as explored in his book Deep Finance In the Information Age: https://www.amazon.com/Deep-Finance-Corporate-Information-Age/dp/1637351240. The study also draws on his career and love of FP&A. In this episode Glenn Hopper discusses His unusual transition to CFO, moving from journalism in the Navy to product manager.    How a passion for writing helps to formulate projects and challenges in finance His experience with financial transformation in finance companies and the lessons he learned from the experience – as set out in his book Deep Finance How having a mathematical and analytical mindset is crucial for anyone in FP&A How his biggest corporate failure (missing a $1.5million invoice in budget preparation) was essentially his “origin story” to becoming a transformative CFO How he wrote a feature film – a low budget horror movie, The Hanged Man which streamed on Netflix His favorite Excel function Links from the show Deep Finance In the Information Age: https://www.amazon.com/Deep-Finance-Corporate-Information-Age/dp/1637351240 “Application of ChatGPT to Build an FP&A Tool” - https://github.com/ghopper3/ChatGPT-Project/blob/main/ChatGPT%20for%20FPA.pdf The Hanged Man (2007) Written by Glenn Hopper https://www.imdb.com/title/tt1185596/   Watch the full show on YouTube Read the full transcript and blog Follow Glenn Hopper on LinkedIn Follow Paul Barnhurst on LinkedIn Follow Datarails on LinkedIn

A few resources referenced in the episode:1. Check out Deep Finance by Glenn Hopper on Audible or AmazonAudible https://www.audible.com/pd/Deep-Finance-Audiobook/B0BQZ3B6X2Amazon https://www.amazon.com/Deep-Finance-Corporate-Information-Age/dp/16373502792. The original Episode 094 with Glenn Hopperhttps://www.theoohinsider.com/669730/102029793. Against The Rules with Michael Lewis, Six Levels Downhttps://www.youtube.com/watch?v=F_yEG2TTL6o Ready to start writing your next chapter in OOH?Check out the first free career marketplace for dream jobs in the Out-of-Home advertising industry here - www.oohired.com

How has the role of the CFO transformed over the last decade - and where is it headed? In our second episode of Better Innovation in Season Six, Glenn Hopper, Chief Financial Officer at Sandline Global and author of Deep Finance: Corporate Finance in the Information Age, sits down with Jeff Saviano. Glen discusses his insights and lessons from financial transformations, the evolution of Web3, and how today's leaders can optimize value from their data. He has two decades of experience leading finance operations spanning a variety of industries, including telecommunications, retail, and legal technology. Glen also shares the benefits of serving as a journalist in the U.S. Navy.    From the U.S. Navy to the C-Suite, Glenn has demonstrated the power of harnessing innovation to fuel the finance function of the future - tune in to hear valuable lessons from Glenn! 

With Guest Host Glenn Hopper This episode features the workforce insights and commentary of CFO Anat Ashkenazi of Eli Lilly, CFO Ambereen Toubassy of Airtable, and CFO Evan Goldstein of Seismic. GUEST HOST: Glenn Hopper, CFO, Sandline Global, Author of Deep Finance A former Navy journalist, filmmaker, and business founder, Glenn Hopper has spent the past two decades helping startups transition to going concerns, operate at scale, and prepare for funding and/or acquisition. He is passionate about transforming the role of chief financial officer from historical reporter to forward-looking strategist. He has served as a finance leader in a variety of industries including telecommunications, retail, internet, and legal technology. He has a master's degree in finance with a graduate certificate in business analytics from Harvard University, and a master's degree in business administration from Regis University. Glenn is married with three children, two goldendoodles, and a neurotic cat. Glenn is also a member of American Mensa and volunteers his time for the Analytics Foundation, helping nonprofits to digitally transform their organizations. In his free time, Glenn is an avid runner and cyclist.

This week CFO 4.0 Podcast host, Hannah Munro is joined by Sandline Global CFO & author, Glenn Hopper!With over 15 years of experience as a CFO, Glenn talks to Hannah about his new book ‘Deep Finance' discussing the importance of being a data-driven organisation no matter your business size.   Other topics they cover include:The different levels of data maturity within an organisationHow your finance team can become finance scientistsThe importance of real-time data for finance teamsHow to become a data-driven organisationLinks mentioned in this episode:Glenn's LinkedInLearn more about Sandline GlobalGlenn's Book, Deep Finance

Watch this episode on YouTube: https://youtu.be/xo0i4BA6J2I This Week's Guest is CFO and Author, Glenn Hopper Glenn Hopper is the Chief Financial Officer at Sandline Global and the author of Deep Finance. A former Navy journalist, filmmaker, and business founder, he has spent the past two decades helping startups transition to going concerns, operate at scale, […]

Just where and how Glenn Hopper came to acquire his finance skillset exposes an organizational dysfunction to which no small number of finance leaders have likely contributed. As a product manager for a small telecommunications firm, Hopper was asked by the vice president of marketing to begin giving presentations at a recurring management meeting regarding the allocation of marketing dollars and their impact on his specific product's P&L.    “I was basically doing shadow FP&A for the marketing team,” explains Hopper, who adds that his presentations caught the eye of the company's chief operating officer, who subsequently “poached” Hopper and tasked him with producing a similar financial analysis for the company's operations at large. “The COO was tired of having to battle the CFO for the resources that he needed,” remarks Hopper, who went on to lead a department of 32 employees that was principally tasked with managing a $150 million annual operations budget, including $130 million of SG&A and $20 million of capital.  Looking back, Hopper recalls that “the company's environment was very siloed—the finance team was very protective of their data, so the operations team was unable to plan because they did not have access to it.” According to Hopper, finance's proprietary approach with the company data quickly began to magnify its cross-functional planning challenges as the company acquired and merged with a string of other firms. “What I learned from having to scrap and battle for the budgetary dollars outside of finance and at the same time still liaison with finance people was the importance of the finance department not just being in this ivory tower but seeking to understand the challenges of other departments,” he notes. Along the way, Hopper became visible throughout the organization to functional heads and C-suite executives, as well as to company investors, one of whom helped Hopper to open his first CFO career chapter when he recruited him to become finance chief for one of his new angel-round companies.  –Jack Sweeney

This is a podcast where I talk to my guests about their journey to success. We talk about their education, experience, current business, and future endeavours. A feature length episode with Glenn Hopper who is Chief Financial Officer at Sandline. Glenn is not your normal CFO, he started his passion in writing as a journalist and fiction writer. Listen to Glenn's transition to business which is fascinating. Glenn then spent time in corporate finance before moving into setting up start-ups. Glenn's passion for business is based on processes and systems which drive success in business. It is often thought of as unsexy, but it is critical if you want to scale a business. Glenn was a great guest and I hope you enjoy the podcast! 2.49 – What is a business mindset mean to you?5.35 - First passion to write fiction6.28 – Pivoted into journalism in the Navy7.23 – Got married and went to business school9.30 – Interesting transition to business11.44 – Move into financial roles15.22 – Roles in start-ups20.21 – The importance of back office to start-ups25.48 – Build in the start-up phase27.35 – When do you need to shut up a business32.49 – Systemisation of a business39.20 – Scaling businesses44.01 – Buying businesses46.05 – Quick fire questionsSupport the show

In this episode, join Glenn Hopper, Chief Financial Officer at Sandline Global as he breaks down myths around Artificial Intelligence in CFO's Office and why finance teams should invest in emerging technology.

A lot of people get anxious when they hear the word ‘automation' in corporate-speak, sparking a dystopian vision of robots and computers replacing humans at work. But my guest, Glenn Hopper, believes that machine learning is simply another tool that can take financial brands to the next level. The CFO at Sandline Global and author of Deep Finance: Corporate Finance in the Information Age argues that proper checks and balances can usher banks and credit unions into digital transformation with AI automation. Join us as we discuss: - Potential roadblocks and dangers of using machine learning (8:20) - How to avoid being held hostage by AI automation (17:36) - Splitting time on the present versus future focus through data (24:33) Check out these resources we mentioned during the podcast: - Glenn Hopper - Find Glenn's book, Deep Finance: Corporate Finance in the Information Age, on Amazon You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can't see the links? Just search for Banking on Digital Growth in your favorite podcast player.

Glenn Hopper is the author of Deep Finance: Corporate Finance for the Information Age. Glenn is a likable expert who helps the rest of us better understand artificial intelligence, computer science, and ERP solutions.  As a hands-on, self-taught digital expert, his writing is still easy to understand.In this conversation, some of the big ideas we cover are the differences between machine and deep learning, practical applications of computer science in smaller businesses, and comparing comprehensive ERP solutions with best-of-breed tools that are stacked together.

Glenn Hopper is a former Navy journalist, filmmaker, and founder. He left the military and spent two decades helping startups operate at scale and prepare for fundraising and acquisitions.Today, he's CFO at Sandline, which provides digital discovery services for legal teams. He's also the author of two books, including Deep Finance: Corporate Finance in the Information Age, which we discussed at length in the podcast episode below.We also spoke about building data-driven organizations, machine learning, and the exciting era the finance world is stepping into. Keep reading for the highlights, and listen to the audio for all the juicy details.

When Glenn Hopper wrote his book, Deep Finance: Corporate Finance in the Information Age, he knew he wanted to teach everyone how to implement the everchanging tech world into their business. He is currently the Chief Financial Officer at Sandline and is part of the Forbes Finance Council. • Process procedures systems. • Trough of disillusionment. • Getting organized for hock stick growth. • Tools & processes that give you a road map for constant growth. • Roadblocks, gatekeeper. • Once you connect all the steps of the business you can get reliable data. • From hunch to hypotheses. • How and why – Get quick wins. TIME-STAMPED SHOW NOTES: [3:46] Grow the company. [6:50] Growing & compounding. [16:30] Make incremental changes.

As the Chief Financial Officer at Sandline, Glenn Hopper is still learning to navigate the world even though he's had plenty of other jobs before. He's formally been in the US Navy as a Journalist that moved up the ranks quickly. He's also excelled in the marketing world as the head of various projects. • Everything is connected. • Don't let yourself fall into a trap of being a 2-dimensional work-from-home person on a zoom screen. • Growth is usually slow but steady – Careers and business. • You must advocate for yourself. • There needs to be visibility in what you're doing. TIME-STAMPED SHOW NOTES: [3:05] If you don't have empathy. [6:07] A poker hand. [10:37] CEO is not going to be ignored.

As the Chief Financial Officer at Sandline, Glenn Hopper is still learning to navigate the world even though he's had plenty of other jobs before. He's formally been in the US Navy as a Journalist that moved up the ranks quickly. He's also...

Glenn Hopper was coming out of the military during the time computers were really taking off. He applied for jobs online and accepted an offer at a marketing company. His first big project was to be the project manager of the first revolutionary website builder. • Over 200 resumes out of the military – Got 2 job offers. • Principle: Keep diving deeper. • Worked to learn the technical side of his company. • The tech people are the Green Berets of the corporate world. • Look at the big picture = Understand and learn the details – That's the kind of people the company wants to move up. TIME-STAMPED SHOW NOTES: [3:06] Marketing job. [7:35] Curious, not lazy. [10:43] Growth takes forever.

Glenn Hopper was coming out of the military during the time computers were really taking off. He applied for jobs online and accepted an offer at a marketing company. His first big project was to be the project manager of the first revolutionary...

Growing up as an army kid, Glenn Hopper lived all over the world. When he was old enough, he joined the Navy because he found he could be a Journalist, which was what he always dreamed of doing. He went on to get his bachelor's in business and now...

Growing up as an army kid, Glenn Hopper lived all over the world. When he was old enough, he joined the Navy because he found he could be a Journalist, which was what he always dreamed of doing. He went on to get his bachelor's in business and now sits on the invitation-only, Forbes Financial Council. • 5 years in the military was transformative. • From marketing to the numbers guy, to the finance guy. • Push yourself in every area physically – geographically – activities. • Jump out of your rut. • 2 ways to do your military service or even your college experience. • A prison sentence or to milk every possible benefit = experience. TIME-STAMPED SHOW NOTES: [4:26] Gives you foundation. [9:17] If you want to move your business – Move your body. [16:56] Grew up with a father in the Navy.

Today we're talking to Glenn Hopper, CFO at Sandline, and author of Deep Finance; and we discuss how the economy will be affected as robotic process automation becomes more robust, action we can take today to ease the pain of automation taking jobs, and how CFOs can work more collaboratively with CTOs. All of this right here, right now, on the Modern CTO Podcast!  Check out Glenn's book Deep Finance now!

On this episode of OOH Insider, Glenn Hopper, Chief Financial Officer at Sandline and Author of Deep Finance: Corporate Finance in the Information Age, dives into back-office automation, private equity versus venture capital groups, and achieving efficient project management.Sandline is an eDiscovery and document management service provider. They deliver clarity by deciphering pain points within an organization's data and empowering their partners to achieve transformation faster.Takeaways When we don't have the right tools we are more likely to be inefficient and make mistakes. Learn about what tools are available to organize and simplify your process.“If you automate your back office and if you have an efficient back office, you are not only making things easier right now and more efficient right now, but you are actually adding value to the business. It becomes like an internal intellectual property.” ~Glenn HopperHaving clean data and buttoned-up systems in an acquisition shows investors that you are knowledgeable and confident in your business. As a result, this makes your company more valuable in the long term.Private equity and venture capital look at businesses very differently. Private equity groups want to see something established and a clear path to cash flow positive. Venture capital groups invest in multiple companies at an earlier stage in the hopes of having bigger returns.Hopper's book, Deep Finance: Corporate Finance in the Information Age, breaks down how companies can consolidate their systems, automate back-office operations, and build a business intelligence platform within the company.LinksLinkedIn: https://www.linkedin.com/in/gbhopperiii/Company: https://sandlineglobal.comDeep Finance: Corporate Finance in the Information Age: https://www.barnesandnoble.com/w/deep-finance-glenn-hopper/1139904270Ways To Tune InSpotify: https://open.spotify.com/show/30yI5WJKPTmH1ttOT92stjApple Podcasts: https://podcasts.apple.com/us/podcast/the-ooh-insider-show/id1483489943Amazon: https://www.amazon.com/The-OOH-Insider-Show/dp/B08JJT1GC5Audible: https://www.audible.com/pd/The-OOH-Insider-Show-Podcast/B08JJPQ8HFStitcher: https://www.stitcher.com/show/the-ooh-insider-showListen Notes: https://www.listennotes.com/podcasts/the-ooh-insider-show-tim-rowe-GqAoaXnLVlx/iHeart Radio: https://www.iheart.com/podcast/269-the-ooh-insider-show-51761700/Podbay: https://podbay.fm/p/the-ooh-insider-showPowered by OneScreen.aiOneScreen.ai is the first free, public-access directory for all things Out of Home.Powered by OneScreen.ai OneScreen.ai is the first free, public-access directory for all things Out of Home. Support the show (http://oohswag.com)

To allow businesses to prosper in the Age of AI and automation, every department in every firm must undergo its own digital transformation. Glenn has an extensive background in finance. He's on the show to tell all accounting and finance professionals how to use analytics and artificial intelligence as basic tools in modern finance.  Glenn Hopper is the Chief Financial Officer at Sandline. He has spent his entire career focusing on using technology to enhance processes, automate finance, and drive transformational change, with a particular emphasis on helping businesses grow from start-up to scale-up. He's the author of Deep Finance: Corporate Finance in the Information Age, a book that'll take you from wondering what artificial intelligence(AI) is to lay out a plan for digital transformation. In this episode of The Liquid Lunch Project, Glenn explains to Matthew and Luigi how every finance leader can take advantage of the technological advancements that are transforming our society and use them to modernize finance operations. We live in an era of perpetual change, and if you don't adapt to keep up, you'll either be left behind individually or your company will suffer. Learn how to navigate the route to a successful digital transformation by tuning in. .  What You Will Learn: How automation is impacting modern finance. What drew Glenn to start a career in finance. Why he wrote Deep Finance. How to take your business from start-up to scale-up. And much more!   Favorite Quote: “If you don't adapt right now, then you're going to find yourself out of a job.” Glenn Hopper   How To Get Involved: To discover more about Glenn, connect with him on LinkedIn or go to the Website. Deep Finance: Corporate Finance in the Information Age, his book, is available for purchase on Amazon. Matthew Meehan and Luigi Rosabianca possess, between them, a treasure trove of insight and strategic advice for ambitious business owners. Get in touch with the guys at  ShieldAdvisoryGroup.  You can also connect with them on Instagram at  The Liquid Lunch Project, Matthew Meehan, Luigi Rosabianca, and Shield Advisory Group. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review!

A former Navy journalist, filmmaker, and business founder, Glenn Hopper has spent the past two decades helping startups transition to going concerns, operate at scale, and prepare for funding and/or acquisition. He is the author of Deep Finance: Corporate Finance in the Information Age, which serves as a strategic guide for finance departments to lead digital transformation of their companies.Glenn is passionate about transforming the role of chief financial officer from historical reporter to forward-looking strategist. He has served as a finance leader in a variety of industries including telecommunications, retail, internet, and legal technology. He has a master's degree in finance with a graduate certificate in business analytics from Harvard University, and a master's degree in business administration from Regis University. Glenn is married with three children, two goldendoodles, and a neurotic cat. Glenn is also a member of American Mensa and volunteers his time for the Analytics Foundation, helping nonprofits to digitally transform their organizations. In his free time, Glenn is an avid runner and cyclist.https://www.linkedin.com/in/gbhopperiii/https://www.glennhopper.com

In this episode of Startup Hustle, Andrew Morgans and Glenn Hopper, Chief Financial Officer of Sandline Discovery talk about how to operate at scale.   Find Startup Hustle Everywhere: https://linktr.ee/startuphustle This episode is supported by Compiler, an original podcast from Red Hat discussing tech topics big, small and strange: https://link.chtbl.com/compiler?sid=podcast.startuphustle Learn more about Sandline Discovery: https://glenn-hopper.com/   Learn more about Marknology: https://www.marknology.com/ See omnystudio.com/listener for privacy information.

Hear more from Glenn Hopper and ask your own questions during our upcoming webinar on January 12: https://bit.ly/3mWLV7Q Host Kendall Fisher and guest co-host Megan O'Brien, NetSuite business and finance editor, join Sandline CFO and author of “Deep Finance: Corporate Finance in the Information Age,” Glenn Hopper. After explaining his unconventional path to becoming a CFO (5:19) and how it encouraged him to write a book (8:10), Hopper discusses his current role at Sandline (11:39) and describes a typical day in his shoes (14:23). He's currently implementing NetSuite and sees his role–as well as the role of all CFOs–evolving to include capabilities for that of a Chief Data Scientist with advanced technology like ERP (17:50). In fact, Hopper says the “new-age CFO” needs to be a strategic partner to the rest of the C-suite with a finance team that can use data analytics skills to apply across the business (21:59). However, not all companies are data savvy; many struggle to make sense of their data, a problem Hopper says technology is critical to overcoming (33:28), especially before the business hits a high-growth stage (39:12). He then defines “digital transformation” in his own words (46:20), before explaining how to get cross-organizational buy-in to make it happen (49:20). Hopper concludes by touching on the skills he's currently working on refining (54:14). Like what you learned? Subscribe now!Follow Us Here:Glenn Hopper: https://www.linkedin.com/in/gbhopperiii/ Oracle NetSuiteLinkedIn: http://bit.ly/NetSuiteLIFacebook: http://bit.ly/NetSuiteFBInstagram: http://bit.ly/NetSuiteIGTwitter: http://bit.ly/NetSuiteTW#CFO #Finance #DigitalTransformation #NetSuiteERP

Your financial leaders can kick-start a powerful data-driven revolution inside your business... In a time where tech companies are struggling to keep up with their workflows and processes, it's surprising that one of the most important roles in a company (CFO) is not being utilised as much as they could be. In this podcast we explore how CFOs and other leaders can help companies use data and other streamlining processes to inform decisions and improve business performance. Listen and learn: Why you need to become a data-driven businessWhy finance leaders are in perfect position to drive that revolutionEasy first steps you can take to streamline and automate your business processes This week's guest is Glenn Hopper, a CFO and author of Deep Finance: Corporate Finance in the Information Age Glenn's book is available on Amazon.com and Amazon.co.uk Full show notes are available at: www.interstellar.show

I'm super excited to welcome the bestselling author and finance expert Glenn Hopper to the #OnestConversations!Glenn Hopper is sharing his insight into the world of artificial intelligence and how we can use it to our advantage.Learn more about Glenn Hopper & order his newly released book "Deep Finance" on www.glennhopper.comFollow @deepfinancewithglennhopper on Instagram and connect with Glenn Hopper on LinkedInVisit www.onestbusiness.com to learn more about the host, subscribe to the blog and find all video and podcast episodes of the Onest Conversations.#artificialintelligence #glennhopperSupport the show (http://www.artists4justice.org)

With the advancements in data analytics and Ai, the world of finance is undergoing digital transformation. What will the future of data look like, and what effect will it have for you and your organization? In Episode 8 of the Eight Hour Grind, our host Troy Vermillion sits down with Glenn Hopper, an author and CFO, to discuss how the sharing of data leads to the crowdsourcing of ideas, how effectively using data to forecast leads to better organizational decisions, and the importance of finding a work-life balance.In this episode we cover: