Podcast appearances and mentions of paul barnhurst

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Alex Holt, the CFO of Milo's Hamburgers, to discuss the intersection of finance, business operations, and growth. Alex shares his journey from public accounting to the food service industry, offering insights into the challenges of managing finance in a family-owned, fast-growing restaurant chain. He also discusses the unique dynamics of budgeting, forecasting, and providing advice for aspiring finance leaders.Alex Holt is the CFO of Milo's Hamburgers, a beloved 23-unit fast-food chain known for its iconic burgers and sweet tea, based in Alabama. With experience as the Executive Vice President of Finance at Capstone Communities and a background in real estate, Alex brings a wealth of knowledge in finance, data visualization, and process improvement. He is passionate about making data useful and has a strong focus on enhancing financial operations.Expect to Learn:How the role of FP&A extends beyond reporting to driving business change.The unique challenges of managing finances in a growing, family-owned restaurant chain.The importance of process improvement and documentation when scaling operations.How Alex uses technology to improve efficiency and communication.Key metrics and strategies for managing finance in the restaurant industry, including labor and food costs.Here are a few quotes from the episode:"I use ChatGPT every day for communication, summarizing information, and even Excel formulas. It's a great productivity tool." - Alex Holt"If accounting is reporting what happened, great FP&A is about understanding the why behind the business activities." - Alex Holt"Great FP&A is about pulling insights from what's going on in the business and using that to drive change." - Alex HoltAlex shared valuable insights on what makes a great FP&A professional, the importance of process improvement in a growing company, and how technology can enhance financial operations. His practical advice on managing costs, forecasting, and building consensus provides key takeaways for aspiring finance leaders.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alex:LinkedIn - https://www.linkedin.com/in/holtale/Twitter - https://x.com/holtaleFollow Paul: Website - https://www.theFP&Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experience with traditional finance systems, and how Campfire is bringing AI to the forefront of finance transformation.John is the founder and CEO of Campfire, a cutting-edge AI-powered ERP platform that redefines how finance teams manage the general ledger. With a career that spans strategic roles in companies like Adobe, Magento Commerce, and Buildcon, John's expertise in finance and corporate development has helped shape his vision for the future of financial reporting. He shares insights on how his career led him to solve the pain points in the finance sector, particularly around outdated software and complex financial processes.Expect to Learn:How AI is transforming finance systems, especially in accounting and financial reporting.The challenges of ERP implementation and how Campfire is tackling them with AI-powered solutions.Insights on getting closer to a “day zero” close and speeding up financial closing cycles.The evolution of the general ledger and how modern ERPs are rethinking traditional finance tools.John offers practical insights and forward-thinking strategies for embracing AI in finance. If outdated systems and slow processes have been holding you back, this episode provides a refreshing look at how AI can drive efficiency and smarter decision-making in finance.Follow John:LinkedIn - https://www.linkedin.com/in/johnglasgow/Website - https://campfire.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:23] - John's Background[01:34] - $35M Series A Announcement[02:46] - Career Background & Campfire[04:45] - Long-Term Vision & Career Decisions[07:22] - Accelerating Financial Close[12:05] - Modern Ledger vs. Legacy

In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by Raheli Sasson, the Director of FP&A at JFrog. Raheli shares her expertise on the evolving role of FP&A professionals, discussing the importance of being proactive, clear, collaborative, and continuously learning. She also dives into the challenges of managing cloud hosting costs in a hypergrowth environment and how AI is transforming the finance industry. Raheli discusses the use of AI tools for productivity, forecasting, and machine learning, and provides insights on data storytelling and its impact on decision-making.Raheli Sasson is the Director of FP&A at JFrog, where she partners with executive leadership to deliver financial and operational results. With deep expertise in budgeting, forecasting, and process automation, Raheli is passionate about leveraging technology and AI to drive efficiency in finance. She has managed budgets exceeding $1 billion and spearheaded global initiatives to integrate AI in finance.Expect to Learn:How finance can act as a strategic partner to drive company growth, especially in the early stages.The importance of balancing growth with sustainability in high-growth SaaS companies.Key metrics and strategies for scaling operations and go-to-market efforts in early-stage startups.Insights into how AI is changing the landscape of finance and operations.Tips on building trust and accountability within teams to ensure collaborative success.Here are a few quotes from the episode:"The ability to present financial data clearly and compellingly is one of the most powerful tools you can have in your FP&A toolbox." - Raheli Sasson"AI is transforming finance, and for me, it's not just about automation. It's about leveraging it to forecast better and make smarter, data-driven decisions." - Raheli Sasson"A great FP&A professional is not just reactive but proactive, anticipating needs before they arise and simplifying complex financial data for everyone." - Raheli SassonRaheli shared key insights on what makes a great FP&A professional, the importance of collaboration in high-growth environments, and how AI is transforming finance. Her practical advice on managing costs, forecasting, and data storytelling provides valuable takeaways for aspiring finance leaders.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Raheli:LinkedIn - https://www.linkedin.com/in/rahelisasson/?originalSubdomain=ilCompany - https://www.linkedin.com/company/jfrog-ltd/Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn -

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, founder and CEO of Campfire, a modern AI-native ERP system designed for finance teams. The discussion centers on why traditional ERPs are no longer meeting the needs of growing businesses and how Campfire is offering a new solution built with automation and finance-first design. John shares insights from his career in finance and explains how his own challenges inspired the creation of Campfire.John is the founder and CEO of Campfire, an ERP platform developed for mid-sized and enterprise finance teams. With prior roles at Adobe and Invoice2Go, where he led strategic finance and corporate development, John has experienced firsthand the limitations of legacy ERP systems. Campfire, backed by Y Combinator and Foundation Capital, is rethinking the general ledger using AI to accelerate financial reporting, reduce manual work, and help finance professionals focus on strategic insights.In this episode, you will discover:Why companies are replacing legacy ERPs like NetSuite and what they look for in a modern solution.What a modern general ledger looks like, and how AI can support, not replace finance teams.Why finance leaders need systems that enable real-time visibility and decision-making.How strategic accounting is becoming a core part of modern finance.John shared his insightful journey from finance leader to founder, making this episode a must-listen for anyone interested in modernizing finance through technology. His experiences in building an AI-native ERP, tackling the challenges of traditional systems, and redefining the role of finance offer valuable lessons for professionals seeking to drive efficiency, accuracy, and strategic value in their organizations.Follow John:LinkedIn - https://www.linkedin.com/in/johnglasgow/Website - https://campfire.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[04:36] - Career Journey & Inspiration[06:35] - From Finance to Founder[10:12] - Day-Zero Close & Real-Time Finance[14:58] - Modern vs. Legacy Ledgers[19:48] - The Case for a New ERP Tool[23:14] - Campfire's AI in Action[28:20] - Key Differences: FP&A vs. Accounting[31:17] - How to Humanize Finance[35:08] - Wrap-Up & Takeaways

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Rohit Divate, to discuss the intersection of finance, operations, and the high-growth startup world. They explore how finance leaders can partner with teams to drive growth while maintaining sustainability, the role of AI in finance, and the importance of communication and trust in leadership. The conversation dives deep into the challenges and opportunities faced by finance professionals in high-growth environments and provides actionable insights for those navigating this fast-paced industry.Rohit is a seasoned finance leader with expertise in high-growth SaaS companies. Having raised over $500 million and driven revenue growth from $20 million to over $500 million, Rohit has a deep passion for improving finance team effectiveness and is especially active in the AI space. He currently serves as the head of operations and finance at Sprig, an all-in-one product experience platform.Expect to Learn:How finance can act as a strategic partner to drive company growth, especially in the early stages.The importance of balancing growth with sustainability in high-growth SaaS companies.Key metrics and strategies for scaling operations and go-to-market efforts in early-stage startups.Insights into how AI is changing the landscape of finance and operations.Tips on building trust and accountability within teams to ensure collaborative success.Here are a few quotes from the episode:"You need to build trust with your teams before you can build accountability. It's not about numbers, it's about relationships." - Rohit Divate"AI is going to be a game changer. Right now, we're still figuring out how to use it in finance, but I'm excited for the day it makes me 10x more productive." - Rohit Divate"In early-stage companies, you don't really know what your metrics are yet, but you can always measure improvement." - Rohit DivateRohit shares valuable insights, real stories, and practical advice for anyone in finance, particularly those working in high-growth startups. If you're looking to understand the dynamics of scaling a business, driving sustainable growth, and partnering effectively with teams, this episode is for you. Rohit talks about what's worked for him, the challenges he's faced, and the key lessons he's learned throughout his career, offering actionable takeaways for aspiring finance leaders.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Enroll by July 1st and get 40% of this new Certification. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Rohit:LinkedIn - https://www.linkedin.com/in/divate/Twitter - https://x.com/rohitdv8 Follow Paul: Website - https://www.theFP&Aguy.com...

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia's impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.Expect to Learn:How AI is reshaping traditional finance roles, especially in audits and treasury.Why standardized operating procedures (SOPs) are crucial for successful AI implementation.How to evaluate AI tools effectively, focusing on scalability, ROI, and integration with existing systems.The evolving skillsets finance leaders should prioritize in the era of AI.Natalia brings clarity, depth, and a grounded perspective to the conversation around AI in finance. If you've ever felt overwhelmed by the speed of technological change or unsure where to begin with AI integration, this episode offers a refreshing take. Her insights are both practical and empowering, showing that transformation starts with well-defined processes and a people-first mindset. Follow Natalia:LinkedIn - https://www.linkedin.com/in/nataliatoronyi/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:59] - Natalia's Journey[05:41] - Generative AI Shift[07:08] - Treasury Insights[09:57] - Audits with AI[12:39] - Documenting SOPs[14:15] - Evaluating Tech

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with John Sanchez, an expert in Financial Planning & Analysis (FP&A) with over 20 years of experience. John, now the managing director of FP&A Group, discusses his journey from accounting to FP&A, the importance of effective communication in finance, and why understanding the business is crucial to delivering great financial analysis. The episode delves into how FP&A professionals can elevate their work beyond spreadsheets by getting involved with business partners and focusing on the bigger picture.John Sanchez brings over 20 years of experience in FP&A and corporate finance. He has worked with world-class organizations such as Royal Caribbean Cruises and AutoNation, and now trains finance professionals through his consulting firm, FP&A Group. With a background in accounting and M&A, John brings a wealth of knowledge and practical insights to FP&A, including the importance of business acumen and communication skills for financial professionals.Expect to Learn:How great FP&A professionals go beyond Excel to understand the business.The importance of business acumen in making impactful financial decisions.Why communication, especially listening, is crucial in FP&A.Insights on John's career journey from accounting to FP&A.Practical tips for improving communication and networking in finance.Here are a few quotes from the episode:"Great FP&A is about getting out of your chair, away from Excel, and interacting with your business partners to understand how the business really works." - John Sanchez"Communication is everything in FP&A. If you're not a good listener, you're going to miss a lot." - John Sanchez"If you're just good at Excel, you'll always be an Excel monkey. You need to understand the business to truly add value." - John SanchezJohn shares valuable insights, real stories, and practical advice for anyone in FP&A. If you want to level up in finance or just learn from someone who's been there, this episode is for you. He shares what's worked, what hasn't, and the key lessons he's learned along the way.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-FP&A guy/?utm_source=FP&A guy&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 John:LinkedIn: https://www.linkedin.com/in/fpajohn/ Website: https://thefpagroup.com/ YouTube: https://www.youtube.com/@FPAFastTrack Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn -

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia's impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.In this episode, you will discover:How AI is transforming the finance function, from internal audits to treasury management.The importance of creating well-defined processes and SOPs as AI continues to integrate into business functions.How automation and AI tools can optimize working capital, cash flow forecasting, and financial risk management.The evolving role of talent in the finance industry and how leaders should focus on developing strategic and critical thinking skills.Key considerations when evaluating AI tools for finance teams, including scalability, security, and ROI.Natalia's expertise makes this episode a must-listen for anyone interested in AI and finance. Her insights on AI in audits, treasury, and talent management offer valuable takeaways for both finance professionals and tech enthusiasts, inspiring new ways to approach decision-making and business processes.Follow Natalia:LinkedIn - https://www.linkedin.com/in/nataliatoronyi/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[03:27] - Natalia's Background[10:09] - Treasury & AI[13:08] - AI in Audits[17:07] - Evaluating AI Tools[24:39] - Talent Development & AI[28:10] - Future of Finance[32:41] - Advice to Younger Self[33:23] - Leadership Across Cultures[35:02] - Episode Wrap-Up

In this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who've taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI's FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI's FMVA program to sharpen his modeling and Excel chops after years in senior roles.Clarke Carter is a CPA and CMA working as a senior accountant in the healthcare industry. He supports budgeting and planning and has deep experience with Adaptive Insights and Excel modeling. Landon Cortenbach is a veteran CFO and finance executive who has scaled startups and worked with Fortune 50 companies. With a background in accounting, operations, and enterprise tech, Landon's passion is in financial transformation and continuous learning. He's a CPA, Six Sigma Green Belt, and a big advocate for real-world financial education.Expect to Learn:Why mastering Excel is still foundational in FP&AThe difference between theory and real-world finance trainingHow Power Query can save you hours every weekWhat separates effective FP&A teams from the restHow to choose between certifications like CFA, FMVA, or FPACHere are a few quotes from the episode:"Slow and steady wins. Make time daily to learn, and you'll be amazed where you end up." - Clarke Carter"Power BI and Excel together are unstoppable once you know how to use them." - Clarke Carter"The moment I understood how three-statement models fit together, everything clicked." - Landon CortenbachClarke and Landon bring practical advice, personal stories, and a lot of perspective. If you're looking to level up in FP&A or just want to hear from two people who've learned through doing, this one's for you. They share what worked, what didn't, and what they'd tell anyone trying to move forward in finance.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-FP&A guy/?utm_source=FP&A guy&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 Landon:LinkedIn - https://www.linkedin.com/in/landonjcortenbach/Follow Clarke:LinkedIn - https://www.linkedin.com/in/clarke-carter-cpa-cma-47392180/Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn -

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a deep dive into the latest developments in AI, especially how the technology is transforming the business world, from tools that help with forecasting to the ongoing evolution of AI avatars and agents. They also explore the impact of multimodal models, like OpenAI's multimodal capabilities and Google's recent advancements. From AI-generated images to automated agents, the discussion reveals how AI is quickly becoming a game-changer across industries, including finance, content creation, and customer service.In this episode, you will discover:How multimodal AI models are changing content creation and business operationsThe role of AI-generated avatars in training, presentations, and content productionThe current limitations of AI agents and how businesses are adopting themGoogle's new video AI tools and their impact on content creationHow AI memory is enhancing personalized digital assistants and business processesIn this episode, Paul and Glenn explored how AI is transforming content creation, business operations, and personal assistance. While AI advancements are exciting, they also highlight the current limitations of AI agents. Stay tuned for more as they continue to dive into AI's evolving role in finance and beyond..Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:41] - Welcome to The Episode[05:28] - AI-generated images[08:33] - Google's video AI[13:28] - Multi-step vs. Workflow Agents[17:53] - Persuasion Through Visuals & AI[20:32] - AI: Progress or Rebranding[26:40] - Moore's Law on Steroids[29:55] - AI Models for Clients[39:32] - Closing Thought

In this episode, Paul Barnhurst sits down with Paul Lynch, the energetic and straightforward CEO of Centage. They dive into what makes great FP&A in today's world and why so many companies are still stuck with outdated tools and bad habits. From growing startups to leading mature SaaS businesses, Paul shares lessons learned, mistakes made, and why data, not gut instinct, is what really drives success. You'll hear why Excel refuses to die, how sales and finance can (and should) work better together, and why chasing growth without understanding your numbers is a recipe for disaster. Paul Lynch has spent his career leading B2B software companies and helping them scale with better decision-making tools. He's been CEO at Assembla and Import.io, and now heads up Centage, a modern FP&A platform. Originally from Dublin and now living in Texas, Paul brings a mix of humor, experience, and blunt truths about finance, growth, and leadership. He's also a former whiskey salesman in South Africa, a passionate cook, and a lifelong Liverpool fan. Expect to Learn:Why reporting is not just planning should be the core of FP&A.How poor unit economics can quietly destroy your business.Why hiring data people early matters more than sales or recruiters.The lasting dominance of Excel and what that says about innovation.How Paul's early sales career in South Africa shaped his leadership style.Here are a few quotes from the episode:“We need to stop worshipping Excel and start building tools for the next 40 years.” - Paul LynchMany companies chase growth without even knowing if they're making or losing money.” - Paul Lynch“The moment you think you know more than your customer, your business starts to fail.” - Paul LynchPaul brings energy, candor, and real-world perspective to a topic that's often bogged down in spreadsheets and jargon. This episode is a must-listen for finance professionals who want to rethink how they use data, sharpen their business instincts, or learn from someone who's built and led through both booms and busts. If you've ever questioned how to grow responsibly, build a smarter team, or move beyond Excel, Paul's insights will challenge your thinking and leave you with practical takeaways to act on.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-FP&A guy/?utm_source=FP&A guy&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 Paul Lynch:LinkedIn - https://www.linkedin.com/in/paulglynch/Website - https://www.centage.com/Follow Paul: Website - https://www.theFP&A ndaguy.com LinkedIn -

In this episode of Future Finance, host Paul Barnhurst chats with Kam Star, a strategic product and technology leader with over 25 years of experience in AI, finance, and digital innovation. Kam shares his unique perspective on the evolution of artificial intelligence from early expert systems to today's powerful neural networks and how AI is shaping decision-making in finance and private equity. The discussion discusses the prediction, gamification, motivation, and the future of AI-assisted strategic decisions in business.Kam Star is a visionary in AI and technology, with a rich background blending computer science, psychology, and architecture. He has led significant business growth initiatives, including scaling Blue Prism's product portfolio and founding ventures with revenues exceeding £100 million. Kam holds a PhD in Computer Science and Psychology, alongside advanced studies in AI from MIT, Sloan, and LSE. Passionate about emerging tech, Kam currently focuses on predictive analytics to support better decision-making in private equity-backed companies.In this episode, you will discover:The history and evolution of AI from rule-based expert systems to modern neural networks.How gamification and motivation impact team performance and customer engagement.The role of predictive analytics in supporting strategic business decisions.Challenges and opportunities in democratizing advanced AI tools for mid-market companies.Kam's vision of AI's future impact on decision-making, creativity, and personalization. Kam's expertise and thoughtful insights make this episode a must-listen for anyone interested in the intersection of AI and finance. His stories about the evolution of technology, combined with practical advice on predictive analytics and gamification, offer valuable takeaways. Whether you're a finance professional or a tech enthusiast, Kam's vision will inspire you to think differently about how AI can transform decision-making. Follow Kam:LinkedIn - https://www.linkedin.com/in/kamstar/?originalSubdomain=ukWebsite - kamstar.netJoin 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:[05:48] - Childhood programming story[10:16] - Evolution of AI and expert systems[13:26] - Gamification's role in engagement[19:07] - Predictive analytics focus[22:25] - Cause and effect in decision making[30:46] - Generative AI and creativity[38:22] - Fun rapid-fire: Secret...

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton and has helped companies across industries build smarter, more responsive finance functions. Her passion is making data more meaningful and empowering teams to work better together not just through systems, but through clarity, communication, and care.Expect to Learn:Why great FP&A is about being the “nervous system” of a company, not just reporting numbers.How a CFO used one simple metric to drive company-wide cost discipline.Why fixing data issues means looking beyond tech and starting with people and processes.How to build credibility in finance by solving one problem at a time.What it means to approach data with empathy and why it changes how you solve problems.Here are a few quotes from the episode:“You don't always need a new system. Sometimes clarity and better definitions solve the problem.” - Ramya Krishnaganth“Credibility comes when you give people answers they can use, when they need them.” - Ramya Krishnaganth“Transformations aren't about technology alone. They're about making real decisions easier.” - Ramya KrishnaganthRamya brings warmth and wisdom to a topic that often feels technical and dry. This episode is a great listen for finance professionals looking to strengthen their influence, better understand how to approach messy data, or simply hear how someone else has helped real companies tackle hard problems. If you've ever felt overwhelmed by data or unsure where to start, Ramya's insights will give you both a fresh perspective and practical next steps.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 Ramya:LinkedIn - https://www.linkedin.com/in/ramyadurgak/Website - https://uvidconsulting.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE...

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it's still rough around the edges, and how it's starting to make a difference for people working in Excel every day. David shares how he got recognized by Microsoft, what it's been like behind the scenes, and why he's focused on teaching finance pros to use these tools without losing sight of the basics.David Fortin brings a mix of startup experience, accounting know-how, and a ton of enthusiasm to the conversation. After helping raise $30 million and navigating a successful exit at a SaaS company, he turned his attention to content creation-making Excel and Copilot more approachable through online courses and quick-hit tutorials. He's passionate about helping people understand tools that can save time and make their jobs a little easier, especially in finance.Expect to Learn:What it's like becoming a Microsoft MVP and how David ended up on their radar.The strengths and limits of Copilot in Excel today especially for those new to the tool.Why features like “clean data” and basic Python functionality can be surprisingly useful.How to avoid being overwhelmed by buzzwords and just focus on what works.The value of starting small, staying curious, and being honest about what tech can (and can't) do.David brings clarity, honesty, and a little humor to the conversation around Excel, Copilot, and where these tools are headed. If you've ever felt overwhelmed trying to keep up with the latest features, this episode will help you see how to use what's already available without needing to be an expert. It's a conversation that feels more like advice from a savvy colleague than a tech demo.Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://courses.davidpba.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:11] - Introduction of guest[03:05] - How He Became a Microsoft MVP[06:00] - What Copilot Does Well Right Now[09:46] - “Clean Data” and Smarter Tools in Excel[10:44] - Using Python Without Being a Coder[13:03] - What the Future Could Look Like[14:11] - Cutting Through the AI Hype[17:21] - Final Thoughts & Wrap-Up

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to building effective business partnerships that drive real impact.Nate Saperia is a finance veteran with a background spanning economic consulting, corporate finance at companies like GE and Hess, and advising private equity-backed firms on financial planning and analysis. Recently, Nate launched his own consulting firm, focusing on helping businesses navigate strategic finance challenges and achieve smarter growth. Known for his clear and pragmatic approach, Nate is passionate about helping FP&A professionals elevate their role beyond reporting into true business partnering.Expect to Learn:Why truly great FP&A means understanding the business and enabling better decision-making.How to break down high-level financial goals into clear, measurable, and actionable KPIs.The nuanced difference between traditional FP&A and strategic finance roles.What it's like working in private equity-backed companies, including the heavy reporting demands and rapid pace.The top technical and interpersonal skills FP&A professionals should prioritize now.Here are a few quotes from the episode:“If we had truly clean data, FP&A would be more exciting because we'd spend more time on analysis, less on manual work.” - Nate Saperia“Business partnering is about empathy and understanding others' perspectives, not assuming you have all the answers.” - Nate Saperia“Power Query is the single most important technical skill for FP&A professionals today it solves most data cleansing headaches.” - Nate SaperiaNate delivers a thoughtful and practical perspective on the evolving role of FP&A, especially within private equity-backed companies. He highlights the importance of building actionable KPIs, mastering essential technical skills like Power Query, and developing genuine business partnerships grounded in empathy and understanding. This episode is a must-listen for finance professionals aiming to elevate their strategic impact and navigate the fast-paced demands of PE environments.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 Nate:LinkedIn - https://www.linkedin.com/in/nathansaperia/Website -

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS finance to teaching Excel online, and why he believes learning should be both practical and fun.David is the creator behind Piggybank Accountant, a fast-growing YouTube channel that teaches Excel and Copilot to accountants and finance professionals. Before diving into content creation full-time, David helped raise $30 million for a SaaS startup and supported its successful exit. Today, he's known for making even the most technical topics feel approachable. Whether he's talking about conditional formatting or Python in Excel, David's mission is simple: help people learn skills that matter in the most engaging way possible.In this episode, you will discover:What it means to be a Microsoft MVP and how it's opened doors in David's career.Why Copilot is ideal for Excel beginners and how it's starting to serve power users too.How finance professionals can actually use Copilot today to save time and improve workflows.Where Copilot shines, where it falls short, and what to expect next.Why David walked away from a corporate role to pursue content full time. David brings fresh energy to conversations around Excel, Copilot, and how technology is changing the way finance professionals work. This episode is perfect for anyone curious about Copilot, looking to up their Excel game, or wondering how to bring creativity into finance. David proves that learning can be entertaining, and still incredibly useful.Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://courses.davidpba.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:07] - Welcome & Introduction[02:04] - Meet David: From CPA to Microsoft MVP[05:00] - What the MVP Journey Has Been Like[08:08] - Copilot in Excel: Where It Is Now[12:33] - New Features and Real Use Cases[17:33] - Sorting Through the AI Hype[21:03] - Using Copilot as a Finance Pro[25:40] - Time-Saving Examples from the Field[29:06] - Thoughts on Prompting and Productivity[36:06] - Excel Meets World of Warcraft[43:12] - Leaving the 9-5

In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of experience across various industries, including manufacturing, technology, pharmaceuticals, and nonprofits. As CFO at ACE, a nonprofit lending institution, she plays a key role in providing capital to entrepreneurs. Wassia has also been recognized as a 40 Under 40 honoree by CPA Practice Advisor and is the host of the podcast The Diary of a CFO. She's passionate about helping high-potential finance leaders step into executive roles and shares her expertise through coaching, speaking engagements, and teaching at the Wharton Online Certificate Program.Expect to Learn:How Wassia transitioned from FP&A to CFO and the unexpected challenges she faced along the way.The power of trust and relationships in becoming a key business partner, not just a number cruncher.Why being invited into decision-making conversations early is a game changer for finance teams.What it was really like dealing with the board of directors for the first time as a CFO.How to expand your influence and take a broader view of business to become a true strategic partner.Here are a few quotes from the episode:“In FP&A, it's important to build those relationships early and not just be the person catching up after decisions are made.” - Wassia Kamon“You can't be great at FP&A unless you are in the room where decisions are made. It's about having the trust to influence, not just report.” - Wassia Kamon“Good FP&A is when you're already top of mind to decision makers, and they come to you for input, not the other way around.” - Wassia KamonWassia delivers a powerful perspective on the role of financial leaders and the critical need for stronger relationships, trust-building, and strategic influence in today's business environment. This episode is essential listening for finance professionals, aspiring CFOs, and business leaders looking to enhance their impact, improve decision-making, and build stronger, more collaborative teams.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 Wassia:LinkedIn - https://www.linkedin.com/in/wassiakamon/Website -

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world's first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he's seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam's career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.In this episode, you will discover:What inspired Ahikam to move from finance leadership into founding Safe AIWhy traditional finance teams struggle to govern their own data across systemsHow Safe AI helps companies spot errors, detect fraud, and stay ahead of complianceThe real-world challenges of financial close and how to fix them before they snowballHow finance teams can embrace innovation without giving up controlAhikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn't just about tracking numbers-it's about building systems that support accuracy, trust, and long-term growth.Follow Ahikam :LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] - Welcome to the Episode[00:24] - SXSW and Startup Energy [01:00] - Transitioning from Corporate to Startup [03:25]

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet the real-world needs of growing finance teams.Parker Gilbert is the CEO and Co-founder of Numeric, a financial close platform designed to make accounting teams faster, more accurate, and more collaborative. With a background in investment banking and hands-on experience as Head of Finance at Hearth, Parker understands both the strategic and operational challenges finance teams face. Frustrated by the limitations of traditional accounting tools, Parker set out to build Numeric, software purpose-built to simplify and streamline the month-end close.Expect to Learn:Why Parker and his team started Numeric to solve overlooked pain points in accounting.How traditional tools like Excel and legacy ERP systems are failing modern accounting teams.What it means to build software specifically for the financial close process.Why visibility and collaboration are essential in reducing close errors.How Numeric empowers teams to understand what's been done, what's left, and where issues arise.Here are a few quotes from the episode:“The close is this sort of well-understood pain point in accounting, but there's no purpose-built software that helps solve it.” - Parker Gilbert“We believe the best way to build software is to partner really closely with customers.” - Parker Gilbert“Accounting is really about trust, it's about giving your team the confidence that everything is covered.” - Parker GilbertParker delivers a powerful perspective on the role of accounting teams and the urgent need for smarter, more intuitive tools. This episode is essential listening for finance professionals, controllers, and startup leaders looking to improve their close process, enhance accuracy, and make better business decisions. If you're tired of copy-pasting across spreadsheets and guessing what's done, this conversation will inspire you to rethink your accounting stack.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 Parker:LinkedIn - https://www.linkedin.com/in/parker-gilbert-99483298/Website - https://www.numeric.io/Follow...

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulations, Ahikam shares a behind-the-scenes look at how finance can be a key driver of growth, not just a support function.Ahikam Kaufman is the Co-Founder and CEO of Safebooks AI, a platform focused on ensuring the integrity and accuracy of financial data for organizations. With a strong track record in leadership roles across finance and technology, Ahikam brings deep insight into the challenges companies face in managing financial data at scale. Prior to Safebooks AI, he held key positions in companies like Buildup and ScanModul, giving him a well-rounded view of both startup growth and enterprise needs.In this episode, you will discover:Why paying people in different countries is way more complicated than it soundsHow finance teams can shape a company's strategy-not just track expensesWhat makes Papaya Global stand out in the crowded HR and payroll spaceHow to deal with the endless maze of international tax and labor lawsAdvice for finance pros who want to grow their careers in a changing worldAhikam Kaufman shared practical insights on how messy and unreliable financial data can hinder companies and what it really takes to fix that. Drawing from his experience as Co-Founder and CEO of Safebooks AI, he offered a grounded view on why visibility, structure, and accountability in financial operations are crucial for any organization. He emphasized that success starts with clean data and clear systems, not just better dashboards. At the heart of it all: discipline, attention to detail, and building tools that make finance teams stronger.Follow Ahikam:LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:53] - Welcome to the episode[02:19] - SXSW and Startup Energy[02:53] - Transitioning from Corporate to Startup[03:46] - The Importance of a Strong Foundation[05:40] - Replacing Manual Financial Controls[08:03] - AI-Powered Financial Graphs at SafeBooks[17:10] - Ensuring Compliance with SafeBooks[22:49] - AI's Impact on...

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, 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: