Podcast appearances and mentions of paul barnhurst

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners. With over 10 years of experience as a business partner at Maersk, Anders has firsthand knowledge of what it takes to create value through finance. He is the co-author of Create Value as a Finance Business Partner and is about to release his new book, Communicating Financials to Executives. He is also a top LinkedIn voice with over 400,000 followers, where he shares valuable content for finance professionals looking to grow their careers and impact.Expect to Learn:How FP&A can go from just reporting numbers to playing a strategic role in the company.The best way to present financial insights so executives can act on them.Why synthesizing data is important for decision-making, and how it's different from just summarizing it.Practical steps to improve communication between finance teams and business leaders.How to build strong relationships with stakeholders, even when they're hesitant to work with finance.Here are a few quotes from the episode:"Business partnering isn't about pushing your thoughts on the business; it's about bringing them along." - Anders Liu-Lindberg"The true value of FP&A comes from helping the business translate strategy into actionable plans." - Anders Liu-Lindberg"FP&A should move beyond budgeting and forecasting to become a strategic business partner." - Anders Liu-LindbergAnders Liu-Lindberg provided valuable insights on how finance professionals can become strategic business partners. His advice on communication, synthesizing data, and building relationships offers practical steps for success. This episode is a must-listen for anyone looking to make a bigger impact in FP&A. The wisdom shared will help professionals thrive in an evolving business environment.Corporate Finance Institute: Master real-world finance skills with CFI's FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andres:LinkedIn - https://www.linkedin.com/in/Anders liulindberg/?originalSubdomain=dkWebsite - https://www.bpidk.org/Follow Paul: Website -

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

In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Cassie McCombs, Marcus Gadson, and Mario Vasquez. Together, they share their experiences with the Certified Corporate FP&A Professional (FPAC) credential from the Association for Financial Professionals (AFP). The guests discuss how earning the FPAC has shaped their careers, the impact it's had on their professional growth, and why this certification is becoming an essential asset for finance professionals.Cassie is the Vice President of FP&A at Ultradent Products, a dental manufacturing company, where she played a key role in building the company's first FP&A team from the ground up. Marcus serves as the Senior Finance Director at Wellpath, a healthcare company, where he is passionate about making finance accessible across all departments. Mario is the Senior Director of Finance at E.W. Scripps Company, brings over 25 years of experience in FP&A. He was part of the first cohort to earn the credential and shares valuable insights on how the certification helped him stand out and advance in his career.Expect to Learn:The impact of continuing education on staying up-to-date in the field of FP&A.The value of the credential and how it can impact your career in FP&A.Key insights on how to prepare for the exam and tips for success.The importance of continuous learning and staying updated in the financial industry.The role of FP&A in driving business strategy and decision-making.Here are a few quotes from the episode:"Data is not a four-letter word. It's essential to understanding and improving the business." - Cassie McCombs"If you're not learning, you're going backward. The FPAC credential helps you stay on top of industry trends." - Mario Vasquez"Collaborating with non-finance teams is essential for making an impact as a finance leader." - Marcus GadsonCassie, Marcus, and Mario shared valuable perspectives on the impact of the FPAC credential on their careers and the financial planning and analysis profession. Their advice on the importance of continuous learning, collaboration across departments, and staying adaptable in an ever-evolving industry provides actionable steps for finance professionals seeking to advance their skills and make a greater impact within their organizations. The experiences and wisdom shared in this episode are invaluable for anyone looking to navigate the complexities of FP&A and drive long-term business success.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mario:LinkedIn - https://www.linkedin.com/in/mario-vasquez-finance/Follow Marcus:LinkedIn -

In this episode of Careers in Finance, we sit down with Paul Barnhurst—also known as The FP&A Guy—to explore what it means to build a career in Financial Planning & Analysis. From his early days in procurement to leading FP&A functions across multiple companies, Paul shares how the role has evolved into one of the most strategic areas of corporate finance today.If you're exploring a future in FP&A—or wondering how to turn finance experience into something entrepreneurial—this is the episode to tune into.

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

In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.Expect to Learn:How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Here are a few quotes from the episode:"Every industry is different; you can't use the same assumptions for all goods under tariffs." - Karan Sood"Stay calm, don't make decisions too quickly. Information is constantly changing." - Karan Sood"The key to managing tariffs is creating a flexible pricing model that can adapt quickly to new developments." - Karan SoodKaran Sood shared meaningful strategies for managing the complexities of tariffs in today's global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Karan:LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=caWebsite - https://substack.com/@karansoodFollow Paul: Website -

In this special episode of CFI's FinPod, we're joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst, to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking.We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are still essential to your skill set, how to stand out in the hiring process, and what finance professionals need to thrive by 2030.

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

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) speaks with Alfredo Kinanga and Jihane Mochamad, two graduates of the Certified Global FP&A Certificate Program (CGFPAC). They share why they chose the program, the key takeaways that shaped their professional growth, and how the course helped them sharpen both technical and soft skills. From business partnering and financial modeling to data storytelling and AI, their experiences offer practical insight for anyone considering an FP&A certification or looking to elevate their career in finance.Alfredo Kinanga is a finance and trade marketing professional with 14+ years of experience in accounting, planning, and commercial finance.He's passionate about driving business growth and using FP&A to connect strategy and execution. Jihane Mochamad is a CPA from Canada with over 10 years in payroll, financial reporting, and budgeting.She works in the senior living industry, focusing on automation and preparing for the future of finance.Expect to Learn:What Alfredo and Jihane gained from the strategy and AI modulesHow financial modeling and data storytelling helped transform their workThe power of co-creation and business partnering in FP&AWhy communication, empathy, and stakeholder relationships are must-have skillsHow the program helped them reconnect with foundational finance knowledgeHere are a few relevant quotes from the episode:“Strategy gave me a big picture view, even from a payroll position.” - Jihane Mochamad“FP&A is about empathy, collaboration, and understanding the business.” - Paul Barnhurst“Data storytelling taught me how to present insights with clarity.” - Alfredo KinangaAlfredo and Jihane brought energy, honesty, and real-life examples to this episode, sharing how the Certified Global FP&A Program helped reshape their careers and perspectives. From strengthening their technical and soft skills to embracing AI and strategy, their stories show what's possible when you invest in your own development and approach FP&A with curiosity and collaboration.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alfredo:LinkedIn - https://www.linkedin.com/in/alfredo-kinanga/?trk=org-employees&originalSubdomain=aoFollow Jihane:LinkedIn - https://www.linkedin.com/in/jihane-mochamad/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -

FinPod's 100th Episode: The Future of Finance CareersIn this special episode of CFI's FinPod, we're joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking.We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are still essential to your skill set, how to stand out in the hiring process, and what finance professionals need to thrive by 2030. Whether you're breaking into finance or growing your career, this episode covers the trends and tactics that matter most.

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, host Paul Barnhurst (aka The FP&A Guy) sits down with Dan Cotoia and Anh Tran, two accomplished finance professionals who recently completed the FP&A Certificate Program from Wharton Online in collaboration with Wall Street Prep. They share their reasons for enrolling, how the program supported their career growth, and what aspiring FP&A professionals can expect. From personal career pivots to practical tools and concepts, this conversation offers a clear and relatable look at the value of formal training in today's finance landscape.Dan Cotoia is a Senior Finance Director in the pharmaceutical industry with 18+ years of FP&A experience across commercial finance, R&D, and cost accounting.Anh Tran is a finance professional with a background in investment banking and regulatory finance, recently returning to corporate finance after completing the Wharton FP&A Certificate Program.Expect to Learn:Why Dan and Anh chose the Wharton FP&A Certificate over other programsWhat makes the program stand out, from live interaction to practical contentKey takeaways they applied directly to their jobsHow much time you'll actually spend on the courseworkHow the program supports career transitions and networkingThe role of AI and Power Query in modern FP&A trainingHere are a few relevant quotes from the episode:“The AI module helped me see where FP&A is heading. It's not just Excel anymore.” - Dan Cotoia“It's not just about learning concepts, it's about connecting with others who live FP&A every day.” - Anh TranDan Cotoia and Anh Tran shared honest, practical experiences about completing the Wharton FP&A Certificate Program.Their stories show how structured learning and the right tools can make a real difference in everyday finance work.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Dan:LinkedIn - https://www.linkedin.com/in/dancotoia/Follow Anh:LinkedIn - https://www.linkedin.com/in/anh-tran-fpna-ccar-ppnr/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It's the smartest

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 FP&A Tomorrow, host Paul Barnhurst (aka the FP&A Guy) welcomes Glenn Snyder, a seasoned FP&A leader with over 20 years of experience. Glenn shares insights on financial planning and analysis, leadership strategies, and building effective business partnerships. He discusses the keys to driving business impact, managing teams, and navigating career growth in FP&A.Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness.Expect to Learn:The key elements of great FP&A and how it drives executive decisionsHow to balance company goals with employee career developmentStrategies for building strong business partnerships in FP&AThe role of automation and efficiency in FP&A reporting and analysisHow to successfully transition into a new leadership roleOvercoming resistance from business leaders and earning trust in financeThe importance of storytelling and data visualization in financial reportingHere are a few relevant quotes from the episode:“The best leaders give credit to their teams and create opportunities for them to shine.” - Glenn SnyderYour career growth is your responsibility. Stay curious, stay connected, and keep learning.” - Glenn Snyder“You don't have to be the smartest person in the room, but you must be the most adaptable.” - Glenn SnyderIn this episode, Glenn Snyder shared his expertise on what makes FP&A impactful, how to lead finance teams, and the importance of strong business partnerships. He emphasized that great FP&A professionals don't just report numbers, they drive decisions, build trust, and continuously improve processes. Being proactive, investing in relationships, and focusing on delivering insights, not just reports, are key. Success in FP&A comes from adapting, influencing, and always adding value.Operator's Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals...

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 FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling.Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teamsExpect to Learn:How AI is reshaping FP&A workflows and automating financial reporting.The role of AI-powered copilots in driving business efficiencies.Why change resistance in FP&A is common and how to overcome it.The future of Excel, Python, and automation in financial modeling.Practical advice for FP&A professionals to prepare for AI-driven changes.Here are a few relevant quotes from the episode:“One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.”“AI-driven tools should feel like an extension of your team, not an external system you have to fight against.”“When you start using AI for small tasks, you quickly realize how much time you've been wasting on manual work.”Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn't going anywhere, but it's getting smarter. AI isn't replacing people, but it's making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh:LinkedIn - https://www.linkedin.com/in/hughwcumming/Company - https://www.venasolutions.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -

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 FP&A Tomorrow, host Paul Barnhurst (aka "The FP&A Guy") sits down with Chris Walker to explore the intersection of finance, marketing, and sales. They break down why most companies struggle with measuring the return on go-to-market investments and how finance teams can step up to own and optimize this critical function. Chris shares his unconventional yet data-driven approach to revenue operations, highlighting how traditional marketing and sales attribution models are broken and what companies should do instead.Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.Expect to Learn:Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.How finance leaders can work more strategically with marketing and sales teams to drive profitable growth.The importance of rethinking attribution models and revenue operations frameworks.Why Chris believes that FP&A should play an offensive, not defensive, role in shaping business strategy.Here are a few relevant quotes from the episode:“Finance leaders need to stop looking at marketing as an expense and start seeing it as an investment portfolio.”“Marketing attribution models are fundamentally broken because they try to divide credit rather than measure impact.”“Go-to-market investments are often misallocated because finance and marketing don't speak the same language.”In this episode, Chris Walker delivers a wake-up call to finance and revenue leaders, urging them to rethink how they measure and optimize go-to-market investments. If FP&A wants to drive better business decisions, it must stop looking at marketing as an expense and start managing it like an investment portfolio. By adopting a data-driven, strategic approach to go-to-market, finance teams can help their companies grow more efficiently and profitably.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Chris:LinkedIn - https://www.linkedin.com/in/chriswalker171/Company - https://www.passetto.com/Website -

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 FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) sits down with Ritu Saxena, a chartered accountant, career coach, and founder of Project Upgrade Her. Ritu shares insights on transitioning into business partnering, building a strong personal brand, and empowering women to elevate their careers with confidence.Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.Expect to Learn:Going beyond budgeting and forecasting to provide strategic insights.How to transition into business partnering and key skills required.Why it's essential for career growth to build a strong personal brand.The power of networking and how it can open unexpected doors in your career.Strategies for advocating for yourself and stepping into leadership roles.Here are a few relevant quotes from the episode:“Meeting people where they are and speaking their language is what makes a great business partner.”“The ability to be concise and communicate the ‘why' behind the numbers is an underrated but essential skill.”“Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.”Ritu shared invaluable advice on transitioning into business partnering, building a strong personal brand, and taking control of your career growth. She highlights the importance of advocating for yourself and never letting your job title define your potential.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ritu:LinkedIn - https://www.linkedin.com/in/ritusaxena1/Company - https://www.projectupgradeher.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March...

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, Chris joinsFP&A Tomorrow host Paul Barnhurst (a.k.a.The FP&A Guy) to talk about the intersection of finance and GTM. Chris shares his perspective on why most B2B companies get GTM investments wrong, the inefficiencies in traditional marketing measurement, and how CFO's and finance teams can play an incredibly strategic role in driving revenue efficiency.Key topics from this episode:The disconnect between finance and GTM teams—and how to fix itWhy most companies mis-allocate GTM investmentsThe problem with measuring marketing ROI through attribution modelsHow finance can take ownership of GTM efficiencyThe four key stages of a revenue factory and why companies need to rethink pipeline creationThe impact of content strategy on brand awareness, demand generation, and revenue growthWhy finance leaders should actively participate in GTM strategy rather than just measuring its outcomesHow Chris is building Passetto and Refine Labs to solve the GTM efficiency problem–Thanks to our friends at Hatch for producingRevenue Vitals and all of Chris's short-form video and YouTube content. Hatch is a video-first content agency that creates short-form video content, video podcasts, original video series, and YouTube videos for B2B companies. Visit www.hatch.fm to learn more.

In this episode of FP&A Tomorrow, host Paul Barnhurst, known as "The FP&A Guy," welcomes returning guest Ron Monteiro. Ron is a seasoned finance professional turned author who shares highlights from his new book, Love Mondays!, which looks into finding joy in your work life, particularly in the finance and FP&A sectors. Together, they explore how mindset, workplace culture, and personal development play pivotal roles in career satisfaction.Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.Expect to Learn:The story behind Love Mondays! and how Ron transitioned from corporate finance to author.Why attitude and environment are equally important in finding fulfillment at work.Practical steps to identify your purpose using frameworks like Ikigai.How networking and mentorship can transform your career trajectory.Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.Here are a few relevant quotes from the episode:“A boss can make or break your experience early in your career, but as you grow, it's the culture and mentors that shape you.”“Gratitude is a game-changer. It's hard to be unhappy when you're focused on what's going well.”“Surround yourself with people who uplift you. The right network can open doors you didn't even know existed.”It's clear that loving your work and yes, even your Mondays is about more than just the role you're in. It's about your mindset, your environment, and the intentional steps you take toward fulfillment. Whether you're deep in FP&A or exploring a completely different path, Ron's four-step framework offers a roadmap to not just surviving your workweek but truly thriving in it.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ron:LinkedIn - https://www.linkedin.com/in/ronmonteiro18/Check out Book: Love Mondays! - https://lovemondaysbook.com/Follow Paul: Website - https://www.thefpandaguy.com...

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 episode of FP&A Tomorrow, host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics.Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.Expect to Learn:The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.Lessons learned from leading finance during the pandemic.Key metrics for success in the distribution industry, including variable margin and truck utilization.Practical advice for accelerating budget processes and focusing on analytics that drive results.Here are a few relevant quotes from the episode:"The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull"Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull"A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew HullIn this episode, Andrew Hull shared a wealth of knowledge for FP&A professionals including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons. FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andrew:LinkedIn - https://www.linkedin.com/in/andrewhull4/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit...

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 FP&A Tomorrow, host Paul Barnhurst, aka "The FP&A Guy," provides a complete guide to FP&A certifications and programs. He offers valuable information into their structure, benefits, costs, and ideal candidates. The conversation covers leading certifications like the FPAC by AFP, Wharton's FP&A Certificate Program, FMI's Advanced Financial Modeler (AFM), and more. Paul provides discount codes for many of the programs in the show notes below. You can also find a complete written analysis of each certificate on his website: FP&A Certifications — The FP&A GuyWith a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement. Expect to Learn:A detailed comparison of leading FP&A certifications.Key differences between training programs and certification exams.Insights into lesser-known but impactful programs like the Certified Global FP&A Professional.Recommendations for financial modeling programs, including those from FMI and CFI.Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.Here are a few relevant quotes from the episode:"Certifications are not mandatory, but they can help you stand out in a competitive field.""Wharton's FP&A Certificate Program is a great option for building both technical and interpersonal skills.""Most certifications will require a significant time investment, so choose the one that aligns with your goals."Certifications are valuable but they're just one part of your professional journey. The real goal is to continuously enhance your skills, adapt to industry changes, and become an indispensable business partner. If you have questions or need guidance, feel free to reach out at https://www.thefpandaguy.com/fpa-certificationsFP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Explore the resources and discounts available:Certified Corporate FP&A Professional (FPAC) from Association of Financial Professionals (AFP) - FPAC ProgramThe longest-established FP&A credential that validates your expertise. Ideal for early-career professionals or those transitioning into FP&A. Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of...

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 episode, host Paul Barnhurst, aka The FP&A Guy, looks into the challenges and opportunities in financial planning and analysis (FP&A) within startups and high-growth companies. He is joined by Lauren Pearl who is an experienced fractional CFO and podcast host. They explore how finance professionals can thrive in the ever-evolving landscape of early-stage businesses, leveraging financial modeling, strategic thinking, and communication skills.Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO, where she speaks with finance leaders about driving growth and innovation.Expect to Learn:Why financial modeling is a feasibility study, not just a forecast.Strategies to simplify complex finance concepts for founders and non-finance professionals.How to craft models that focus on usability, speed, and strategic decision-making.The importance of understanding and addressing the unique needs of various departments.How listening and adapting to your audience can elevate FP&A's impact.Here are a few relevant quotes from the episode:“Finance isn't just about numbers; it's about translating those numbers into something actionable for the entire organization.” - Lauren Pearl“If I were to define FP&A in one sentence, it's the financial engineering of past, present, and future decisions.” - Lauren Pearl“You can't force people to care about finance, but you can present it in a way that resonates with their priorities.” - Lauren PearlLauren's emphasis on the importance of usability, communication, and empathy highlights how finance professionals can create meaningful impact. Her career journey underscores the value of adaptability and collaboration in today's dynamic financial landscape.FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lauren:Website - https://www.laurenpearlconsulting.com/newsletterLinkedIn - https://www.linkedin.com/in/laurenepearl/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling:

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 FP&A Tomorrow, Paul Barnhurst discusses the ever-evolving field of financial planning and analysis (FP&A) with Bryan Lapidus. They explore the shift from traditional roles to value-driven finance. The discussion focuses on the rising importance of generative AI, and examines the essential skills needed for success in the field. Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements.Expect to Learn:The evolution of FP&A and how specialization is reshaping the field.The critical role of generative AI in finance and practical advice for adoption.How the FP&A certification can boost career growth and salary potential.Differences between value-creating and control-focused CFOs and why it matters.Key technical and soft skills to thrive as an FP&A professional.Here are a few relevant quotes from the episode:"To excel in FP&A, you need the why, the what, and the how: why we allocate capital, what we deliver, and how we use technology and people." - Bryan Lapidus"When finance focuses solely on controls, it limits its ability to contribute to the company's growth." - Bryan Lapidus"The rise of data analytics in FP&A means more roles require coding knowledge like Python and SQL." - Bryan LapidusIn this episode, Bryan Lapidus shares the transformative impact of technology, and the skills that define the role of FP&A. He emphasized the importance of value creation, specialization, and adopting tools like generative AI while staying grounded in foundational skills.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Bryan:LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to

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 FP&A Tomorrow, host Paul Barnhurst, aka “The FP&A Guy,” talks about financial planning and analysis (FP&A) with Carl Seidman. They discuss how technology, strategic thinking, and effective communication are reshaping FP&A roles, making them more agile and impactful than ever.Carl Seidman is an FP&A advisor, educator, and fractional CFO with over two decades of experience in financial strategy, business storytelling, and leadership development. Founder of Seidman Financial, Carl helps organizations build robust FP&A capabilities and fosters the development of professionals through learning programs and mastermind groups.Expect to Learn:How the FP&A profession is transitioning from backward-looking analysis to strategic business partnering.The growing importance of communication and influence in advancing FP&A careers.Insights into scenario planning and anticipating disruptions in uncertain times.The role of technology and tools like Excel and generative AI in enhancing FP&A processes.Tips for becoming a more effective presenter and influencer in professional settings.Here are a few relevant quotes from the episode:"Critical thinking and communication are the two most essential skills for FP&A professionals." - Carl Seidman"FP&A professionals must move beyond technical skills to focus on strategy and influence." - Carl Seidman"Excel is still powerful, but integrating it with modern tools can unlock even greater efficiency." - Carl SeidmanCarl shared actionable insights and practical advice that can help FP&A teams navigate the complexities of today's business environment. As FP&A transitions from traditional analysis to becoming a vital strategic partner, professionals must cultivate critical thinking, effective communication, and the ability to influence decisions. Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Carl:LinkedIn - http://linkedin.com/in/carlseidmanWebsite - https://seidmanfinancial.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now:

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 insightful episode of FP&A Tomorrow, host Paul Barnhurst, "The FP&A Guy," explores the dynamic world of financial planning and analysis with guest Greg Adams, a seasoned CFO and author. They discuss how finance professionals can drive value through storytelling, critical thinking, and strategic insights. The conversation also delves into Greg's journey from leading finance teams to writing an international crime thriller with an accountant hero, redefining the image of finance professionals.Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative. Greg's leadership mission is centered on fostering corporate excellence and empowering finance professionals to embrace their strategic potential.Expect to Learn:The evolving role of FP&A as a strategic partner in business.Why storytelling is a critical skill for finance professionals.How to leverage external data and AI for more robust financial planning.Insights into the value of "power skills" like communication and leadership.Greg's journey writing a crime thriller that challenges stereotypes about accountants.Here are a few relevant quotes from the episode:"If you control information, you control the world. FP&A professionals need to look beyond internal data and consider external benchmarks." - Greg Adams"AI and machine learning allow us to move beyond just historical data to anticipate what's coming." - Greg Adams"Step away from your desk and talk to people. The best insights often come from conversations." - Greg AdamsGreg Adams offered a fresh and inspiring perspective on the role of finance professionals. From emphasizing the art of storytelling in FP&A to advocating for the integration of external data and AI, Greg highlighted how finance can be a driver of change and innovation.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Greg:LinkedIn - https://www.linkedin.com/in/gregdadams/Website - https://www.cpa-author.com/Email - mailto:greg@cpa-author.comSpecial Offer for ListenersThe first three listeners to contact Greg at greg@cpa-author.com can access a free AMA course (valued at $2,000-$3,000). Mention FP&A Tomorrow in your email!Follow Paul: Website - https://www.thefpandaguy.com...

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

In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth.Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master's in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.Expect to LearnUnderstanding the transition from accurate forecasting to strategic decision-making.Why FP&A is positioned as the "center of the universe" for organizational data.Practical advice on aligning and rolling forward metrics to track business performance.How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams.Here are a few relevant quotes from the episode:"Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen"Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen"FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark HansenIn this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark's focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mark:LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling

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

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, explores the evolving world of financial planning and analysis (FP&A) systems. With guest Charlie Liu, the conversation shifts to the art and science of optimizing financial tools and processes to drive business success. Charlie brings a wealth of experience in FP&A, systems consulting, and fractional CFO services, offering listeners practical advice on navigating challenges in financial operations.Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making. Charlie's unique background in consulting, product management, and sales enables him to deliver strategic and technical insights that empower organizations.Expect to LearnKey traits of successful FP&A systems and how to separate from traditional accountingWhen and how to implement financial planning tools with key indicatorsOvercoming challenges in digital transformation and common pitfalls to avoidLeveraging generative AI to revolutionize FP&A processes and reportingLessons learned from entrepreneurial ventures and adapting FP&A for startupsHere are a few relevant quotes from the episode:"There's no perfect tool; focus on understanding your needs and defining negotiables versus non-negotiables." - Charlie Liu"Data is the foundation of FP&A. Clean, accurate data is essential for meaningful insights." - Charlie Liu"We're at a point where AI can handle repetitive tasks, allowing FP&A professionals to focus on strategy." - Charlie LiuIn this insightful episode, Charlie Liu shared his expertise on optimizing FP&A systems and leveraging the power of generative AI. His advice resonates for businesses of all sizes as he emphasized the importance of customer focus, strategic thinking, and adaptability. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Charlie:LinkedIn - https://www.linkedin.com/in/charliexwliu/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now:

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 episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, dives into the evolving role of the CFO and the impact of financial planning and analysis (FP&A) on modern businesses. Steve Rosvold joins the show to explore the critical skills and strategies that drive success in financial leadership today.Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.Expect to Learn:The evolution of the CFO role: from cost controller to strategic partner.Key challenges CFOs face in balancing tactical and strategic priorities.How FP&A professionals can better align with business objectives to drive value.The importance of technical and soft skills in transitioning from FP&A to the CFO role.Practical advice for aspiring CFOs, including mentorship and self-awareness.Here are a few relevant quotes from the episode:"Human capital is becoming one of the most critical areas for CFOs to manage and measure." - Steve Rosvold"One of the best ways to refine your communication is to get feedback from mentors." - Steve Rosvold"The foundation of FP&A is in accounting, but its value lies in its forward-looking insights." - Steve RosvoldThis episode of FP&A Tomorrow provided a masterclass in the evolving landscape of financial leadership. From the significance of self-awareness to the need for actionable insights, Steve emphasized the blend of technical expertise and interpersonal skills required for success.Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Steve:Website - https://www.cfo.university/LinkedIn - https://www.linkedin.com/in/steverosvold/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to

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 FP&A Tomorrow, host Paul Barnhurst, also known as The FP&A Guy, dives deep into the world of financial planning and analysis with Kathy Svetina. As a fractional CFO for businesses, Kathy shares her expertise in transforming small to mid-sized companies' financial health and operational efficiency. She discusses her five-part framework for building a solid financial foundation and shares insights on how smaller businesses can leverage FP&A to drive sustainable growth and avoid common financial pitfalls.Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency. Passionate about strategic finance, Kathy provides invaluable advice on how FP&A functions can help build resilient and thriving companies.Expect to LearnKathy's five-part framework that structures financial health Practical approaches to FP&A for smaller businessesThe critical role of financial systems and processesThe importance of internal controls and risk managementTips for effective financial storytelling and influenceHere are a few relevant quotes from the episode:“I created Newcastle Finance to bring big-league financial savvy to smaller businesses that want to scale sustainably.” - Kathy Svetina“For small businesses, strong internal controls are essential to protect against risk and ensure financial security.” - Kathy Svetina“Good accounting and FP&A systems help the business see trends and understand what's generating revenue against expenses.” - Kathy SvetinaKathy shows how establishing solid foundations—like effective bookkeeping, robust internal controls, and meaningful financial analysis—can drive growth and stability. Emphasizing the value of communication and active listening, Kathy encourages FP&A professionals to think beyond reporting and embrace their role as strategic partners within the organization. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at www.kepion.comFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Kathy:Website - https://www.newcastlefinance.us/LinkedIn - https://www.linkedin.com/in/ksvetina/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial...

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 of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, dives deep into the art of data storytelling with analytics expert Brent Dykes. With extensive experience in data visualization and analytics, Brent shares insights on how finance professionals can effectively communicate data insights. He emphasizes that data storytelling is more than visuals—it's about crafting a compelling narrative that bridges data and decision-making.Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.Expect to Learn:The core components of data storytelling: data, narrative, and visuals.Why narrative is often the missing link in data-driven presentations.The role of empathy and audience understanding in effective communication.Practical steps for creating a data-driven culture within your organization.How human intuition complements data in decision-making processes.Here are a few relevant quotes from the episode:"The last mile of analytics is where data storytelling lives. That's where insights turn into action." - Brent Dykes"It's the combination of data, narrative, and visuals that makes a message stick and drives action." - Brent Dykes"If you just present a problem without recommendations, you're leaving too much on the table. A story includes a path forward." - Brent DykesBy explaining the science behind storytelling and offering practical advice, Brent Dykes underscores that empathy, clarity, and audience engagement are at the heart of effective data storytelling. FP&A professionals are encouraged to embrace this skill, not only to communicate data effectively but to foster a more data-driven culture in their organizations. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at www.kepion.comFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brent:Website - https://www.analyticshero.com/LinkedIn - https://www.linkedin.com/in/brentdykes/Book - https://www.effectivedatastorytelling.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business...

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 Turpentine Finance, host Sasha Orloff sits down with Paul Barnhurst, a passionate FP&A educator and content creator who shares insights on financial planning & analysis, teaching methodologies, and the evolution of financial tools. For full show notes, visit: https://highlightai.com/share/1823b417-abe8-49bb-8f00-d673e24077b1 --

In this episode, host Paul Barnhurst (aka The FP&A Guy) dives deep into the evolving world of Financial Planning & Analysis with Olivia MacDonald, a highly skilled financial professional with a diverse background in FP&A process optimization and system implementation. The conversation explores what makes FP&A great, focusing on business partnerships and the strategic role FP&A can play beyond just reporting numbers.Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data. Her non-traditional path into FP&A—from audit to FP&A consultancy—gives her a unique perspective on how finance can be a business driver, not just a reporting function.Expect to LearnWhat distinguishes great FP&A teams, with a focus on strategic business partnering.How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.The importance of building strong relationships as an FP&A professional and working with different business units.Olivia's unique career journey from auditing in Ireland to working in FP&A and the key lessons learned.Strategies to streamline the budgeting process and engage business partners in decision-making.Here are a few relevant quotes from the episode:“FP&A shouldn't just be a reporting function. It needs to be a strategic business partner that helps drive decision-making.” - Olivia MacDonald“Having mentors who can tell you, ‘That's a bad idea,' is invaluable. It's how I ended up taking risks in my career that paid off.” - Olivia MacDonald“When I got into FP&A, I realized how important it is to be a business partner, not just a numbers person.” - Olivia MacDonaldThis episode with Olivia MacDonald takes us through the evolving role of FP&A where she emphasizes the importance of involving business partners in the budgeting process, learning from mentors, and embracing technology, including generative AI.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Olivia:LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online...