The FP&A Guy Network

In this episode of Future Finance, Hosts Glenn Hopper and Paul Barnhurst sit down with Franz Faerber, Co-founder and CTO of Everest Systems, and one of the key minds behind SAP HANA. Franz shares his remarkable journey from leading SAP’s real-time database revolution to building Everest, a next-generation ERP platform designed from the ground up to embrace AI and modern business needs. Franz Faerber is the Co-founder and CTO of Everest Systems, a next-gen AI-native ERP company. Before Everest, Franz spent over 26 years at SAP, where he served as Executive VP of Technology and was the original architect behind SAP HANA, one of the most advanced in-memory databases in the world. His work helped transform data processing and analytics for thousands of global enterprises. Now, at Everest, he is on a mission to revolutionize ERP from the ground up, embracing AI and agile development to tackle the inefficiencies of traditional systems.In this episode, you will discover:Why the ERP space is finally ready for disruption, and how Everest is leading that charge.How Everest built a fully functional inventory management system in just four months without writing a single line of code.The role of AI in accelerating ERP development, reducing costs, and enabling mass personalization.Why Franz believes the future of ERP lies in integration, automation, and adaptability.Franz Faerber’s insights offer a compelling vision for the future of ERP, one where AI, speed, and simplicity are no longer optional but essential. His journey from SAP HANA to Everest showcases what’s possible when innovation meets experience. Follow Franz:LinkedIn - https://www.linkedin.com/in/franz-faerber/Company -  https://everest-systems.comJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://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:[02:18] - Meet Franz Faerber[03:53] - The SAP HANA Revolution[09:00] - Leaving SAP for Everest[10:39] - Why Build a New ERP?[18:36] - Dev & Release Cycles at Everest[21:20] - What Sets Everest Apart[25:48] - Leadership & Vision[29:32] - Chess, Books & Strategy[33:20] - Final Thoughts

In this episode of Financial Modeler’s Corner, Host Paul Barnhurst sits down with David Stangeland, a finance professor at the University of Manitoba, to talk about teaching financial modeling, how students learn best, and the tools that have changed over the years, from PV tables to Excel. David shares what he's learned from more than 30 years in the classroom, why planning is so important in modeling, and how he uses real money investing through a student-managed fund to teach hands-on skills. He also talks about the value of the FMI curriculum, the role of judgment in modeling, and why he still learns something new every time he teaches. David has been teaching at the University of Manitoba’s Asper School of Business since 1991. He has a PhD from the University of Alberta and is both a CPA and a CMA. His research focuses on corporate governance and performance and has been published in top finance journals. He’s co-authored two corporate finance textbooks and currently advises the school’s $2.8 million student-managed investment fund.Expect to LearnThe most common mistakes students make when building modelsHow Excel helps students better understand what they're doingWhy structure and layout matter in a financial modelThe importance of combining modeling with real-world contextHow the FMI curriculum is used in teaching valuation and asset managementHere are a few quotes from the episode:“There’s no one right answer in valuation. It’s about making good assumptions and thinking through your logic to build a credible story.” - David Stangeland“Don’t think you know it all. Always be open to learning and improving. That mindset will take you further than any formula.” - David Stangeland“Spreadsheets aren’t going anywhere. Whether it’s Excel or something else, that flexible grid is still the best way to work with data.” - David StangelandFollow David:LinkedIn - https://www.linkedin.com/in/david-stangeland-phd-cpa-cma-b-comm-29773946/?originalSubdomain=caFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn -https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:03] - David’s Background[06:36] - Love for Teaching[10:05] - Starting with NPV Tables[13:54] - From Calculators to Excel[22:20] - Teaching with Three-Model Framework[27:54] - Current Projects Outside Teaching[33:19] - Modeling Standards Followed[35:20] - Favorite Lookup Function[37:18] - Advice for Aspiring Modelers

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why effective data storytelling is crucial for making impactful business decisions.Andrej Lapajne is the CEO and founder of Zebra BI, a company dedicated to revolutionizing the way businesses communicate financial insights. With over 20 years of experience in business intelligence and data visualization, Andrej has helped organizations across industries implement better reporting systems. He is a passionate advocate for the International Business Communication Standards (IBCS), a methodology he helped popularize to improve data reporting and visualization.Expect to Learn:Why is consistent, clear communication in data visualization vital for FP&A professionals?The key skills FP&A professionals need to master such as data modeling and communication.How Zebra BI helps businesses generate actionable insights with ease.Andrej's methodology for data visualization and the importance of standardized charting in business reporting.Key advice on mastering data modeling and communication skills for finance professionalsHere are a few quotes from the episode:“Effective communication is the key to FP&A. You can have all the data, but if you can’t communicate the insights, it’s wasted.” - Andrej Lapajne“AI is transforming the way we consume analytics and freeing up time for more strategic decision-making.” - Andrej Lapajne"If your dashboard doesn’t show variances, it’s not actionable. You’re just looking at pretty colors." - Andrej LapajneAndrej Lapajne shared a clear and insightful perspective on the future of data visualization in financial planning and analysis. He emphasized the need for standardized communication, the importance of clean data, and the power of automation in transforming analytics. Together with Paul Barnhurst, this episode highlights the critical role of FP&A professionals in driving business decisions and how the integration of effective data visualization and modern technology will shape the future of the profession.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andrej Lapajne:LinkedIn - https://www.linkedin.com/in/lapajne/Website - https://zebrabi.com/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:51] - Andrej’s Background[02:38] - What Great Data Visualization Looks Like[08:34] - Getting Into Data Visualization[13:15] - Founding Zebra BI[17:50] - IBCS: The Method Behind the Charts[26:14] - Key Elements of a Compelling Visual[34:54] - The Impact of AI on Analytics[40:18] - AI Needs Clean Data[45:27] - Essential FP&A Skills for Success[52:29] - Last Question & Episode wrap-up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Jeff Seibert, CEO and founder of Digits, a cutting-edge accounting platform. Jeff shares how Digits is transforming the finance world by automating accounting workflows and providing real-time visibility into financial data. He explains how integrating modern technology into the general ledger (GL) and other accounting processes is streamlining the financial close and eliminating inefficiencies that have long been part of traditional systems.Jeff Seibert is the founder and CEO of Digits, a groundbreaking accounting platform. Previously, he was Twitter's Head of Consumer Product and appeared in the Emmy-winning Netflix documentary The Social Dilemma. Jeff co-founded Crashlytics, acquired by Twitter in 2013 and now owned by Google. A self-taught programmer, he started coding at 13 and graduated from Stanford with a B.S. in Computer Science. Jeff is also an angel investor in over 100 startups and was named one of Insider’s Top 100 Seed VCs.Expect to Learn:The difference between traditional and AI-native accounting systemsHow Digits uses machine learning for near-perfect transaction classificationWhy legacy systems struggle with AI and how Digits solves itHow predictive models enable real-time financial insightsJeff’s predictions on AI’s future in finance, automation, and reconciliationJeff Seibert provides a fascinating insight into the future of finance, showcasing how AI can transform the accounting space from a slow and manual process to one that’s fast, predictive, and automated. His journey from self-taught programmer to CEO of a company revolutionizing accounting highlights the power of innovation in today’s tech-driven world.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] - Introduction to Jeff Seibert[02:25] - What Inspired Jeff to Start Digits[05:24] - How Did Jeff Overcome the Data Gap[08:11] - Did You Expect the Digits Timeline[12:38] - AI Agents in Classification[16:50] - The Future of Real-Time Accounting[18:43] - Wrapping Up with Jeff Seibert

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Vaughan Grandin, Managing Director and Head of Financial Modeling at Teneo. They discuss his experiences building financial models in distressed situations, the importance of empathy in working with clients, and provide examples of complex models, including those from the airline, aircraft leasing, and classic car dealership industries.Vaughan Grandin is the Managing Director and Head of Financial Modeling at Teneo in London. He is a Chartered Accountant with the South African Institute of Chartered Accountants and has more than 20 years of experience in corporate advisory, finance, and restructuring. He leads Teneo’s financial modelling team, which supports clients and other advisory teams by creating reliable models for distressed companies, transactions, and stakeholder analysis.Disclaimer: All examples and stories shared in this video are from Vaughan Grandin’s previous roles and do not reflect his current employer.Expect to LearnWhy empathy matters in financial modelingHow to approach modeling in distressed situationsThe role of entity priority models and circular referencesKey principles for building robust financial modelsLessons from real-world modeling cases across industriesHere are a few quotes from the episode:“Empathy is a word I think about a lot in modeling, especially in distressed situations.” - Vaughan Grandin“A good model should be able to take whatever inputs you give it and actually use them to solve a problem.” - Vaughan Grandin“In distressed situations, time pressure is real; sometimes, a company only has weeks of cash left.” - Vaughan GrandinFollow Vaughan:LinkedIn - https://www.linkedin.com/in/vgrandin/?originalSubdomain=ukCompany - https://www.teneo.com/person/vaughan-grandin/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner: LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [03:22] - Model Horror Stories [06:52] - Empathy in Modeling [07:55] - Inside Teneo’s Team [12:50] - Classic Car Dealership Model [21:16] - Modeling in Distressed Situations [27:56] - Managing Complexity [32:07] - Aircraft Leasing During COVID [40:31] - Six Elements of Robust Modeling [46:51] - Rapid-Fire Excel Q&A [53:45] - Closing Reflections

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario planning framework using Gen AI, followed by a conversation with Bryan Lapidus about the return of the FP&A Forum, the state of the profession, and what financial professionals need most right now.Patrick Culkin is the President & CEO of the Association for Financial Professionals (AFP), stepping into the role in July 2025 after more than two decades with the organization. He previously served as Executive Vice President and began his AFP journey in Human Resources. Bryan Lapidus, FPAC, is Director of the FP&A Practice at AFP, where he leads thought leadership, education, and community-building for financial planning professionals. With a background in corporate finance and consulting, Bryan is also a certified FPAC holder. Expect to Learn:What drives AFP’s mission and how its leadership is preparing for the future of finance.How finance professionals can navigate uncertainty, AI adoption, and rapid change.Why growing a strong professional network is key to career and organizational success.A practical framework for scenario planning and how Gen AI can support it.What to expect from the FP&A Forum and why it’s become a must-attend event for finance professionals.Here are a few quotes from the episode:“Everything we do at AFP has to drive the success of the corporate finance professional. That’s our North Star.” - Patrick Culkin“Technology is a tool; what really matters is how you use it to drive better business outcomes.” - Bryan Lapidus“Everyone in the company plans, but FP&A is about return on capital; that’s what sets us apart.” - Bryan LapidusPatrick Culkin shared a clear and practical outlook on the future of corporate finance. He highlighted the importance of staying connected, continuing to learn, and being ready to adapt as the profession evolves. Together with insights from Bryan Lapidus and Paul Barnhurst, this episode underscores the growing role of finance as a strategic partner in business.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Patrick:LinkedIn - https://www.linkedin.com/in/patrick-culkin-5981032/Website - https://www.financialprofessionals.org/Follow Bryan:LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/Website - https://www.financialprofessionals.org/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:33] - Pat Culkin Introduction[06:30] - Global growth and networks[11:09] - Changing role of finance[13:07] - Challenge for Corporate Finance[16:03] - Opportunities in uncertainty[21:05] - Why Join AFP or Pursue the FPAC[26:54] - Scenario planning framework[41:03] - Bryan Lapidus on the Forum[47:27] - FP&A Forum: What to Expect[53:43] - Wrap-up and closing thoughts

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that’s changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.In this episode, you will discover:How Jeff’s passion for coding started at age 13.The story behind founding Digits and solving slow financial systems.How Digits provides real-time financial data to businesses.Why traditional accounting systems fail and how Digits overcomes it.Jeff’s vision for AI and automation in the future of accounting.Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:25] - Jeff’s Background[07:11] - Why Traditional Accounting Fails[10:24] - Overcoming Data Challenges[13:17] - The Long Road to Market[17:42] - AI Agents in Real-Time Accounting[21:55] - Overcoming AI Adoption Resistance[23:20] - What’s Next for AI in Five Years[25:41] - The Future of Accounting[30:44] - Transition from Startup to Big Company[33:56] - Personalized and Fun Questions for Jeff

In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Matthew Lee, Co-Founder and CEO of Nummo, a software tool built to help analysts and bankers build financial models more efficiently. Matt explains why he started the company after years in investment banking and as a CFO, and what he sees as the real opportunities and limits of automation in financial modeling. The conversation covers the pressure of dealing with work, common modeling mistakes, and where tools like Nummo can help speed things up without replacing analysts. Matt also shares thoughts on what makes a good model and why hands-on understanding still matters most.Matt is the Co-Founder and CEO of Nummo, an AI co-pilot for financial modeling that he wished he had during his time in finance. Before Nummo, Matt worked as an investment banker at Lazard, helping to execute sell-side and buy-side M&A deals totaling around $6 billion in enterprise value. He also served as CFO at a digital product studio, overseeing financial planning for emerging tech products launched by Fortune 500 firms and early-stage ventures. With over 40,000 hours in Excel, Matt built Nummo to deliver a banker-grade modeling platform that runs fully on-device, maintains cell-level accuracy, and automates workflows like DCFs, LBOs, comps, and fairness opinions.Expect to LearnWhy financial models still need human inputWhere tools like Nummo can improve modeling workflowsWhy version control and hidden hard codes cause major issuesHow to balance automation with accuracy and narrativeWhy it’s critical to never outsource your understanding of a modelHere are a few quotes from the episode:We’re about 30% of the way there. AI can help, but it can’t yet build a fully detailed, nuanced model.” - Matthew Lee“Even with automation, you still need to check for hidden hard codes and make sure your model tells the right narrative.” - Matthew Lee“Formatting, standardization, and QA are where AI is already adding value today.”- Matthew LeeFollow Matthew:LinkedIn - https://www.linkedin.com/in/matthew-m-lee/Company - https://www.nummo.xyz/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn -https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:28] - Matt’s background[03:54] - Worst modeling mistakes[06:24] - What Nummo is and how it works[11:10] - Biggest Challenge in M&A Transactions[15:34] - Building models that tell a story[28:23] - How workflows are changing[31:53] - Favourite Excel Shortcut[39:44] - Rapid fire: Excel habits and preferences[45:35] - Final Question & Episode

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights provide valuable lessons for creating thriving teams and lasting business impact.Garry Ridge is a purpose-driven leader, coach, and global keynote speaker. As the former Chairman and CEO of WD-40 Company, Garry led the brand to become one of the world’s most trusted names, achieving over 90% employee engagement and consistent shareholder growth. Known as The Culture Coach, Garry helps leaders create values-driven workplaces where learning, innovation, and connection fuel success. He is the author of Any Dumb-Ass Can Do It and co-author of Helping People Win at Work with Ken Blanchard.Expect to Learn:The connection between company culture and business successHow FP&A can guide strategy while fostering engagementWhy servant leadership is key to unlocking innovationPractical advice on building a workplace of belongingThe importance of "learning moments" in continuous improvementHere are a few quotes from the episode:"Great FP&A looks like a road map to a destination that’s directionally very concise and understandable." - Garry Ridge"If only a small percentage of your organization is passionately working on executing your strategy, you’ll get limited outcomes." - Garry Ridge"If you want to create a high-performing culture, focus on building trust, respect, and belonging." - Garry RidgeGarry Ridge offered a powerful vision for the future of leadership and organizational culture, one where trust, respect, and belonging are the foundations of success. He emphasized that great leaders are not just managers, but coaches who inspire their teams to thrive by focusing on values-driven cultures. From building employee engagement to navigating mental health challenges, Garry’s insights provide actionable guidance for leaders looking to create work environments where people feel valued, connected, and empowered to contribute to a greater purpose.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Garry:LinkedIn - https://www.linkedin.com/in/garryridge/Website - https://thelearningmoment.net/any-dumb-ass-can-do-it/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:51] - Introduction of Garry Ridge[05:35] - All Models Are Wrong, Some Are Useful[07:18] - Creating Memories with WD-40[12:48] - The Consequences of Ignoring Culture[24:29] - Reactions to Going Back to School as CEO[29:44] - Making "Are You Okay?" Meaningful[32:27] -  Embracing Vulnerability as a Superpower[35:13] - Curiosity as a Business Partner[42:29] - Parting Advice for Improvement[59:47] - Final Thoughts and Wrap Up

In this episode, hosts Paul Barnhurst and Glenn Hopper explore the challenges and opportunities that come with incorporating AI into finance. They discuss why so many AI projects fall short of expectations, the importance of having clear processes and clean data, and how businesses can get the most out of these technologies. The conversation also covers the practical uses of tools like ChatGPT and Excel Copilot, and the need for realistic expectations when adopting new technology.In this episode, you will discover:Why 95% of AI projects don’t deliver the results businesses expect.The critical role that data quality and solid workflows play in making AI work.How businesses are using tools like ChatGPT and Excel Copilot to enhance financial operations.How to integrate these tools effectively into existing systems.The importance of setting realistic goals and expectations when using new technologies.Paul and Glenn stress that while AI offers great potential, it’s important to approach it with a clear understanding of its capabilities and limitations. They discuss how businesses can align technology with existing processes, manage expectations, and avoid common pitfalls.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:41] - Welcome to the Episode[01:07] - Funny News of This Week[04:00] - Why AI Projects Underperform[09:12] - AI Automation for New Hires: Realistic or Hype[16:01] - Understanding AI Fundamentals in Finance[17:41] - Thoughts on ChatGPT-5[31:06] - Summary of Key Takeaways from the Episode

In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Morten Lykke Pedersen, a seasoned financial expert and Partner at Deloitte, where he leads the financial modeling division within the Strategy, Risk, and Transaction Advisory group. Morten discusses his extensive experience in mergers and acquisitions (M&A), strategic financial modeling, and how financial models can empower businesses to make informed, data-driven decisions. He also shares insights on the importance of collaboration during the modeling process, tips for ensuring client engagement, and the role of financial models in presenting a company’s equity story.Morten Lykke Pedersen, CFA, CFM, is a financial expert with over a decade of experience. He specializes in mergers and acquisitions (M&A), providing strategic insights that empower businesses to optimize their strategies through forecasting and risk assessment. Morten's career spans notable roles, including his tenure at PwC, where he managed valuation and modeling services. At Deloitte, Morten is dedicated to guiding businesses through complex transactions and strategic initiatives, helping them navigate industry dynamics and execute transformative transactions successfully. He holds a CFA charter and certifications in financial modeling, and his educational journey includes advanced degrees from Aarhus University, Saint Mary’s University, and the CFA Institute.Expect to LearnThe critical role of collaboration in transaction modelingHow to build financial models that communicate a company’s story and manage riskThe importance of scenario analysis in M&A transactionsWhy financial models should reflect business realities, not just numbersHow formal training programs, like the Chartered Financial Modeler (CFM), can elevate modeling skills and team capabilitiesHere are a few quotes from the episode:“Financial modeling is about understanding the business, not just crunching numbers.” - Morten Lykke Pedersen“A financial model should only do what it’s supposed to do, keep it simple and fit for purpose.” - Morten Lykke Pedersen“It’s not about the formulas; it’s about making sure the people who own the numbers understand what’s going on in the model.” - Morten Lykke PedersenFollow Morten:LinkedIn -  https://www.linkedin.com/in/mortenlykkepedersen/?originalSubdomain=dkCompany - https://www.linkedin.com/company/deloitte/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:16] - Guest Background[03:43] - Worst Model Horror Story[07:58] - Client Engagement[11:52] - Conveying Company Value[13:35] - Supporting Assumptions with Data[21:11] - The CFM Journey with Morten's Team[31:19] - Favorite Excel shortcut.[32:14] - The Number One Career Lesson[33:39] - Rapid-Fire Questions[37:38] - Final Advice

In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers.William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga.Expect to Learn:Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritizeHere are a few quotes from the episode:“Accountants are becoming like the new software engineers. They’re in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William SpenglerWilliam Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William:LinkedIn - www.linkedin.com/in/william-spengler-2193433aWebsite: https://frederickfox.com/Facebook: https://www.facebook.com/FrederickFoxGroup/Company LinkedIn: https://www.linkedin.com/company/frederick-fox/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:28] - William's Introduction[07:20] - Build Models or Value Companies[10:42] - What's Driving CPA Demand[16:00] - How People End Up in FP&A[18:09] - CPA is Still the Gold Standard[27:37] - Communicating Data That Drives Action[30:30] - Identifying Action-Oriented Candidates[36:36] - Biggest Mistake Candidates Make[42:38] - No.1 Technical Skill for FP&A[49:16] - Connect With William

In this episode of Financial Modeler's Corner, host Paul Barnhurst celebrates the 40th anniversary of Microsoft Excel, a tool that has revolutionized the financial modeling industry and many others. Paul explores Excel’s fascinating history, its evolution over four decades, and shares interesting facts, hidden Easter eggs, and fun surprises that Excel enthusiasts will appreciate. From the first graphical interface to modern-day features like dynamic arrays, this episode showcases how Excel has shaped the way we work and how it continues to be an essential tool for financial modelers.Expect to LearnThe fascinating origin story of Excel and its early days on the Mac.Fun facts about Excel’s features, including its secret limitations and quirky surprises.Excel's functionality has evolved over the years to include over 500 functions.Hidden Easter eggs and games that were embedded in older versions of Excel.Creative and unique Excel projects, including games and pixel art, showcase the limitless possibilities within Excel.Here are a few quotes from the episode:"The first version of Excel only had 150 functions, and now we’re up to 516! That’s quite a leap over 40 years." - Paul Barnhurst"Sometimes, the most creative projects come from using Excel in ways you never thought possible, like pixel art or creating a full video game." - Paul Barnhurst"The tool of choice for modelers is Excel, and it has a lot more to offer than meets the eye." - Paul BarnhurstFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:17] - 16 Fun Facts About Excel[08:11] - Excel's Evolution[14:58] - Excel Easter Eggs[16:55] - Excel Jokes to Lighten the Mood[19:13] - Epic Excel Creations: Stunning Art[23:11] - Wrapping Up and Final Thoughts

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Dennis Jiang, co-founder and CEO of Rosie. Dennis shares how Rosie helps professionals navigate complex spreadsheets, debug formulas, and optimize financial models. The conversation explores how AI is transforming spreadsheet use, streamlining tedious tasks, and empowering users to focus on strategic insights. Dennis also explains the unique challenges of integrating AI into financial workflows and how Rosie is changing the landscape of Excel usage for power users.Dennis Jiang is the co-founder and CEO of Rosie, an AI-powered assistant that helps professionals understand, build, and analyze spreadsheets with ease. Dennis started his career as a consultant at Bain & Company, where he became an Excel whiz, so much so that he later worked as a freelance Excel consultant for high-profile clients like Apple. Having seen firsthand how much his clients and colleagues rely on spreadsheets yet struggle with them, Dennis founded Rosie to leverage agentic AI to finally solve that problem and help professionals focus on insights rather than wrestling with formulas.In this episode, you will discover:How Rosie’s AI assistant redefines how professionals use Excel.The role of AI in auditing and debugging complex financial models.How Rosie saves time for finance teams by automating tedious tasks.The difference between Rosie and tools like Microsoft Copilot for advanced users.Why Dennis believes that spreadsheets will remain central to finance, even as AI technology evolvesDennis shared his journey from consulting to founding Rosie, offering an inspiring look at how AI is transforming Excel modeling and financial workflows. His insights into automating tedious tasks, debugging complex models, and enhancing financial analysis provide invaluable guidance for professionals looking to leverage AI to improve productivity and decision-making.Follow Dennis:LinkedIn - https://www.linkedin.com/in/dennis-jiang-0387923/Website - https://www.askrosie.ai/?utm_source=podcast&utm_campaign=futurefinance1Special Offer for Our Listeners: Enjoy 1 free month of Rosie Premium (a $20 value) using the code FUTUREFINANCE at checkout.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn - https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[03:04] - Why Rosie Was Created[05:22] - Microsoft’s AI Integration Struggles[06:45] - Rosie vs. Microsoft Copilot[10:05] - Managing AI Hallucinations with Rosie[12:55] - Rosie’s First Fan Club Website[17:08] - The Future of Entry-Level Roles in Finance[20:50] - Modeling with Punch Cards[26:23] - The Future of Financial Analyst Roles[33:05] - The Aha Moment for Rosie[36:21] - Wrapping Up and Free Access to Rosie

In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It’s no good having a beautiful bathroom if there’s no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[04:08] - What Great FP&A Looks Like[06:54] - Enabling the Finance Team[09:12] - Finance Career Insights[12:04] - Overview of Una's Mission and Vision[18:48] - Building a Revenue Forecast[24:00] - Ideal Revenue Data Inputs[27:18] - Counterintuitive Data Insights[32:58] -  Partnering with Sales[42:53] - Career Growth in FP&A

In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from data ingestion and processing to output, offering a more streamlined approach compared to traditional systems.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.Expect to Learn:The difference between AI-native ERP systems and legacy systemsHow AI is transforming data ingestion and transaction processing in financeThe role of AI agents in automating finance workflows, from cash transfers to accrualsWhy legacy systems struggle to integrate AI and how ReLit does it differentlyThe typical implementation process for AI-native ERPs and how it compares to traditional ERP rolloutsNicolas Kopp provided an insightful look at the future of finance and the potential of AI-native ERP systems. His work with ReLit showcases how AI can transform finance operations, offering real-time visibility and automating complex workflows. From narrowing the scope of AI agents to building smarter systems, Nicolas’ insights are invaluable for finance professionals looking to leverage AI for operational success. Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:10] - What Makes an AI-native ERP?[03:22] - Integrating AI into Legacy Systems[04:51] - Exploring AI Agents in Workflows[07:24] - How Close Are We to Autonomous AI Agents?[11:31] - The Challenge of Quick ERP Implementations[15:45] - Celebrating Success and Sequoia Backing

In this republished episode of the Financial Modeler’s Corner, host Paul Barnhurst revisits the intricate world of financial modeling with returning guest Christopher Reilly. The conversation centers around what is necessary to build robust financial models, highlighting the importance of three-statement models and cash flow forecasting. The episode is filled with practical insights, advanced techniques, and professional experiences that underscore the significance of simplicity, accuracy, and best practices in financial modeling.Christopher Reilly is a seasoned financial modeler with extensive experience in consulting, private equity, and financial modeling education. Starting his career during the financial crisis, Chris worked on high-profile bankruptcies such as Lehman Brothers and Rescap. His journey took him from a senior analyst role at Hilton Worldwide to a middle-market private equity firm, and eventually led to founding his own financial modeling education business. Today, he focuses on teaching and building financial models, with his work being featured by Wharton Online, Wall Street Prep, and LinkedIn Learning, among others.Expect to Learn:The importance of simplicity in financial models and how over-complicating can hinder their effectiveness.Practical steps and considerations for building robust three-statement financial models.Tips for auditing models to ensure accuracy and integrity.How to use advanced Excel functions and shortcuts to enhance modeling efficiency.Insights into the role of AI in financial modeling and how it may shape the future of the profession.Here are a few quotes from the episode:“All models are wrong, some are useful, and if it’s too complicated, it’s not useful.” - Chris Reilly“AI won’t replace modelers, but it will complement us by improving assumption accuracy and reducing bias.” - Chris Reilly“Use the BASE structure: Beginning, Addition, Subtraction, Ending, it’s the easiest way to audit support schedules.” - Chris ReillyFollow Christopher:Website - https://www.financialmodelingeducation.com/LinkedIn - https://www.linkedin.com/in/chris-reilly-mission-capital/  Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.  In today’s episode: [02:13] - Horror Story[03:46] - Why simple models are most effective[04:52] - Christopher’s career journey[08:07] - Passion for teaching financial modeling[11:31] - Why finance pros need 3-statement modeling[14:13] - Getting started with a 3-statement model[26:18] - Setting Up the Financial Plumbing[32:01] - Tips for error checks & model integrity[38:26] - Must-know Excel formulas & functions[46:16] - How AI may shape financial modeling[49:13] - Chris Reilly’s Financial Modeling Courses

In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team.Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionalsExpect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:"Fully burdened compensation isn’t just salary plus bonus, there’s a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul BarnhurstGlenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance’s role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow 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/Website - onemomentintimenovel.comFollow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[04:37] - Why Stay in FP&A?[07:40] - Glenn Outside of Work[13:59] - A Tough Business Transformation[21:31] - Comp, Vacancies & Budget Math[25:32] - Top 5 Budgeting Tips[37:48] - Top 5 Budgeting Pitfalls[50:22] - Planning Over Perfection[59:54] - Closing Thoughts & Budgeting Humor

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.In this episode, you will discover:How AI-native ERP systems like Rillet are revolutionizing general ledger operations.The process of automating complex accounting workflows with AI agents.Why finance leaders need to embrace AI and the practical steps to do so.The challenges and benefits of shifting from legacy systems to AI-driven platforms.How CFOs can leverage AI today, even without a dedicated tech team.Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:57] - What is an AI Native ERP?[06:41] - AI Agents and Workflow[09:15] - The Future of AI Agents with Autonomy[11:47] - The Story Behind the General Ledger[16:15] - The ERP Implementation Process[23:43] - CFO Hesitations in Competitive Deals[27:34] - Preparing Finance Leaders for AI Integration[31:43] - Zero-Day Close as a Sport[34:26] - Wrapping Up with Nicholas Kopp

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Sarah Schlott, founder of The Schlott Company. Sarah shares her perspective on why financial models often fail, not because of bad math, but because they don’t reflect how real businesses work. She talks about what it takes to earn trust as a finance partner, how to clean up messy data without losing momentum, and the importance of getting the right people involved in the process. Sarah and Paul also dive into how finance teams can shift from reactive number-crunchers to proactive business partners that bring clarity and confidence to decision-making.Sarah Schlott is a strategic finance leader with over 18 years of experience guiding companies through growth, M&A, and operational change. She’s worked across corporate finance, forecasting, budgeting, and reporting infrastructure. Sarah is the founder of The Schlott Company, where she helps founders bring order to financial chaos. Her approach blends classic FP&A with modern tools and a deep understanding of real-world business dynamics. She believes finance should bring clarity, not confusion.Expect to LearnWhy overly complex models usually create more confusion than insightWhat it means to be “battle-tested” as a finance leaderHow to build models that reflect business reality, not just spreadsheetsWhat to do when the data is unreliable or inconsistentWhy involving department heads early leads to better models and better outcomesHere are a few quotes from the episode:"When you’re constantly fighting about the numbers, you’re not ready to present the model." - Sarah Schlott"If the people who own the numbers don’t see themselves in the model, you should probably just chuck it." - Sarah Schlott"Stop being the cop. Be the radio tower that keeps everything aligned."  Sarah SchlottFollow Sarah:LinkedIn - https://www.linkedin.com/in/sarahschlott/Website - http://www.sarahgschlott.com/Company - https://theschlottco.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:53] - Introduction to Sarah Schlott[03:14] - Worst Model Horror Story[07:48] - Founding The Schlott Company[10:19] - Experience Needed to Go Fractional[14:53] - Building Finance That Brings Calm, Not Confusion[17:28] - How to Work with Messy Data[20:58] - Pressure Testing Financial Models[28:04] - Finance as a Radio Tower, Not a Traffic Cop[39:39] - Rapid-Fire: Excel Tools and Modeling Styles[43:37] - Wrapping Up and Final Thoughts

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Brian McGrath, Co-Founder and COO of FutureView Systems, to explore how FP&A teams can scale smarter, automate faster, and operate as strategic business partners. With over 20 years of experience leading finance transformations in high-growth companies, Brian dives into why finance must be more than a cost center, it should be a driver of operational success and storytelling. From automation frameworks to AI and the power of curiosity, Brian shares lessons that can help FP&A professionals become essential, not just operational.Brian McGrath is the Co-Founder and COO of FutureView Systems, a firm dedicated to delivering scalable, technology-enabled FP&A solutions for growing companies. A graduate of the University of Florida and UNC Chapel Hill, Brian has helped organizations streamline processes, eliminate manual workflows, and build finance functions that influence real-time decisions. His hands-on experience, systems thinking, and deep commitment to automation and business alignment make his insights invaluable for any finance professional ready to modernize their approach.Expect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:“The best way to elevate your career? Focus more on your customer’s success than your own.” - Brian McGrath“FP&A should be embedded in operations, helping deploy capital in ways that truly move the business.” - Brian McGrath“Accountability-based forecasting means budget owners own their numbers, finance is there to support, not control.” - Brian McGrathBrian McGrath delivered a compelling vision for the future of FP&A, one where automation, process thinking, and operational alignment are non-negotiable. He emphasized that great FP&A professionals are not just technically skilled, but also curious, empathetic, and strategically embedded within the business. From designing scalable systems to navigating AI and storytelling, Brian’s insights offer actionable guidance for finance leaders looking to evolve from number crunchers to decision enablers.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brian:LinkedIn - https://www.linkedin.com/in/financial-planning-and-analysis/.Website - https://www.futureviewsystems.com/Follow Paul: Website - https://www.thefpandaguy.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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:04] - Brian’s Background[07:42] - Scaling Finance Teams[09:52] - Accountability Forecasting[14:00] - FP&A as Ops Partner[20:23] - FP&A Get Involved in Ops[24:59] - Developing Curiosity in Finance[29:16] - Guarding Your Time in FP&A[43:21] - How AI is Reshaping FP&A[48:47] - #1 Technical Skill for FP&A Pros[56:14] - Final Advice for FP&A Success

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the latest updates in AI and how these advancements are impacting the finance sector. They explore the practical challenges that come with integrating AI into existing finance workflows and the real-world limitations of AI tools. The conversation covers new tools like Claude for financial services and the recent developments from OpenAI, while also delving into how AI can be used in financial modeling and analysis. The hosts also share their personal experiences, frustrations, and optimism about the future of AI, offering a balanced view of the excitement and challenges that come with these technologies.In this episode, you will discover:How Claude for Financial Services is changing AI in finance.Insights on OpenAI’s agent rollout and its impact on the industry.The challenges of integrating AI into financial workflows, especially Excel.The practical limitations of AI in real-world finance applications.The future potential of AI tools and their role in financial decision-making.Paul and Glenn highlighted the potential of AI tools like Claude and OpenAI’s agents in finance, stressing the importance of understanding their limitations. While these technologies offer exciting opportunities, integrating them effectively into existing workflows is key to realizing their value. The journey to fully harness AI in finance continues, and practical, cautious adoption will be crucial.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:43] - Welcome to the Episode[01:09] - Claude for Financial Services[04:59] - OpenAI’s $10 Million Model[06:41] - Integrating AI into Excel Workflows[11:56] - Maintaining Data Integrity in AI Models[13:37] - AI Integration via Spreadsheet Sidebars[16:10] - Testing Data Formats: CSV vs JSON for LLMs[21:59] - SNL Skit with Debbie Downer[24:54] - Closing Remarks

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Nico Christie, co-founder of Fundamental Research Labs and creator of Shortcut, the superhuman Excel agent. Nico shares insights into his fascinating journey, from being a professional athlete to leading groundbreaking AI projects. Together, they explain how AI is revolutionizing financial modeling and making Excel smarter than ever before. Nico also discusses his work at Fundamental Research Labs, where they aim to build digital humans using AI, and the development of Shortcut, which aims to streamline the way we use Excel for financial modeling tasks. Nico Christie is the co-founder of Fundamental Research Labs and the CEO of Shortcut, a cutting-edge AI tool designed to supercharge Excel. Nico’s diverse background spans professional athletics, corporate finance, and AI research. His work at Fundamental Research Labs focuses on building AI that mimics human-like qualities, such as emotional experiences and consciousness. Nico has a passion for both technology and the real-world applications of AI in tools like Excel, making complex tasks faster and more intuitive.Expect to LearnHow Shortcut is revolutionizing Excel for financial modeling with AI.The process behind building digital humans at Fundamental Research Labs.Nico’s journey from professional dunker to AI innovator.How AI tools like Shortcut are transforming the financial modeling landscape.Insights on the future of AI in Excel and the response from companies like Microsoft.Here are a few quotes from the episode:"I just think Excel is the most beautiful design software ever created by humans." - Nico Christie"The goal of the company is to build digital humans, giving AI all of the fundamental human qualities, not just intelligence." - Nico Christie"People who were initially afraid of AI are no longer afraid once they see how it can be used in software engineering." - Nico ChristieFollow Nico:LinkedIn - https://www.linkedin.com/in/nicochristie/Twitter - https://x.com/nicochristie Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguy                Follow Financial Modeler's Corner:  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:15] - Introduction to Nico Christie[02:38] - Worst Model Horror Story[06:32] - Upcoming Projects and Exciting Roadblocks[09:14] - The Journey to Dunking[17:21] - The Power of Excel's Top Buttons[20:17] - Reviewing vs. Starting from Scratch[21:38] - Struggles with Formatting in Model Reviews[32:35] - The Impact of AI Tools on the Profession[37:26] - Favorite Excel Shortcut[39:54] - Financial Models as Decision-Making Tools[42:34] - Wrapping Up

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Jesse Mishler to explore what it takes to build a thriving FP&A function grounded in purpose, people development, and strategic problem-solving. From military discipline to corporate finance leadership, Jesse offers a rare blend of operational rigor and emotional intelligence. His reflections on transforming real estate spaces, empowering teams, and navigating financial complexity will resonate with finance professionals and leaders alike. This episode dives into the evolving role of finance in shaping organizational culture, driving performance, and making workspaces more human-centered and impactful.Jesse Mishler serves as Senior Vice President of FP&A at Carr Properties, where he oversees corporate forecasting, executive reporting, and strategic financial planning. A U.S. Marine Corps veteran with over two decades of experience, Jesse brings a mission-driven mindset to FP&A leadership. He is known for building high-performing, people-first finance teams, championing cross-functional collaboration, and implementing innovative planning tools like JEDOX to drive operational efficiency. With a master’s in real estate from Georgetown University and a passion for continuous learning, Jesse’s leadership reflects both financial precision and personal authenticity.Expect to Learn:How military principles like integrity and resilience translate to corporate leadership.What makes FP&A a strategic hub, not just a back-office function.Why developing people is one of the most fulfilling aspects of leadership.Key operational metrics in commercial real estate and how they guide decision-making.The power of curiosity in becoming a better business partner.Here are a few quotes from the episode:"FP&A should be the hub of the company, connecting insights, strategy, and communication across the business." - Jesse Mishler"The most rewarding part of my job is seeing others grow and surpass even their own expectations."- Jesse Mishler"Sometimes the most impactful help you can offer takes less than five minutes, it starts with listening." - Jesse MishlerJesse shared powerful insights into how leadership, resilience, and curiosity can shape a successful FP&A career. He highlighted the importance of problem-solving over perfection, the value of building trust through authentic actions, and the transformational impact of investing in people. From leveraging real estate finance to fostering team growth, Jesse’s advice offers practical, inspiring takeaways for finance professionals aiming to elevate their strategic influence and lead with integrity and empathy.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 Jesse:LinkedIn - https://www.linkedin.com/in/jessemishler/Company - https://www.carrprop.com/Follow Paul: Website - https://www.thefpandaguy.comLinkedIn - 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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:58] - What Makes Great FP&A[06:05] - Lessons from the Marines[09:01] - FP&A as a Problem Solver[12:36] - Why Real Estate Finance[15:23] - Key Metrics in Real Estate[18:41] - Choosing & Using JEDOX[22:54] - Developing People in FP&A[30:41] - Leadership & Trust[36:26] - No.1 Technical FP&A Skills[41:02] - Favorite Hobby[47:08] - Closing Advice: Be Curious

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome digital transformation expert Tariq Munir to explore how AI and data are reshaping finance leadership. The conversation centers on the core message of Tariq’s upcoming book, Reimagine Finance: A Guide to Leading in the Age of Data, AI and Digital, and how finance professionals can drive transformation without needing deep technical expertise. The episode emphasizes mindset shifts, the human role in AI adoption, and the practical use of digital twins and reasoning models in finance.Tariq Munir is a keynote speaker, writer, and digital transformation consultant with over two decades of experience working with Fortune 500 companies. Formerly with PepsiCo, Tariq recently transitioned to full-time entrepreneurship. His work focuses on empowering CFOs and finance teams to lead enterprise-wide digital transformations. He’s also the author of the forthcoming book Reimagine Finance, scheduled for global release with Wiley.In this episode, you will discover:Why mindset, not technical expertise, is the key to digital transformation in finance.How AI is changing leadership expectations and essential skillsets.What digital twins are and how they can optimize finance processes.The challenges of applying reasoning models in financial AI use cases.Why critical thinking and human judgment remain vital in an AI-driven world.Tariq shared his inspiring transition from corporate executive to digital transformation leader, making this episode a compelling listen for anyone aiming for future-proof finance in the AI era. His reflections on leadership, his vision for human-centered AI adoption, and practical strategies like digital twins offer essential insights for finance professionals seeking to embrace innovation, drive change, and lead with purpose in an increasingly data-driven world.Follow Tariq:LinkedIn - https://www.linkedin.com/in/tariq-munirWebsite - https://www.tariqmunir.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:23] - Writing "REIMAGINE FINANCE"[03:45] - Key Takeaways For Finance Leaders[06:02] - Career Shift And Current Update[09:56] - AI And The New Breed Of Leaders[14:57] - Balancing AI And Human-Centricity[20:21] - Jobs And Technological Change[28:42] - Challenges With AI Reasoning Models[36:00] - Fun Questions & Episode Wrap-Up

In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Patrick Daguet, a seasoned finance professional, educator, and structured finance expert for a thoughtful and inspiring conversation about the real-world side of financial modeling. With over four decades in the industry, Patrick shares what he's learned from years of building models, working on massive infrastructure deals, and teaching the next generation of finance professionals. From navigating the challenges of project finance to celebrating those satisfying “balance sheet balances” moments in the classroom, Patrick offers a grounded, practical perspective on how modeling works beyond the spreadsheet.Patrick is the President of Sharklets, a training company specializing in CFA, FRM, and CAIA prep, and a Senior Professor at IÉSEG School of Management. With a background in structured finance, infrastructure projects, and model design, he bridges academic rigor with practical experience. He has helped train thousands of finance professionals across the globe and continues to lead CFM study groups. Patrick’s love for teaching is matched by his real-world expertise, having worked on major infrastructure deals, including France’s national stadium.Expect to LearnWhy financial models should be treated as decision-making tools, not just math.What makes project finance models more complex than corporate ones.The real-world impact of financial models, from runways to stadiums.How teaching has shaped Patrick’s understanding of modeling.Why lifelong curiosity is the key to staying relevant in finance.Here are a few quotes from the episode:“A financial model is a decision tool that incorporates all the information necessary to form your own judgment." - Patrick Daguet"I fell into teaching when people told me I had a talent for explaining the complex clearly." - Patrick Daguet"You are sentenced to lifelong learning when you choose a career in finance." - Patrick DaguetFollow Patrick:LinkedIn - https://www.linkedin.com/in/patrickdaguet/Email - [email protected] Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:59] - Guest Intro: Patrick’s Background[03:34] - Modeling Horror Story[07:28] - Defining a Financial Model[08:46] - Lifelong Learning & Certifications[11:58] - Passion for Project Finance[14:39] - Favorite Project: Stade de France[17:58] - Challenges in Project Finance Models[24:59] - Transition to Teaching[31:30] - CFM Study Groups & Community[37:20] - Excel Tools & Rapid Fire Round[45:12] - Closing Advice & Takeaways

In this episode of FP&A Today, host Paul Barnhurst, aka The FP&A Guy, welcomes Christopher Ortega for a candid conversation about the evolution of finance and building a business from the ground up. From basketball analogies to real-world advice, this episode blends personal experience with professional insight. Chris opens up about what it takes to grow a consulting business, how to handle setbacks, and why financial professionals need to think beyond spreadsheets and become true business partners.Christopher Ortega is the CEO and founder of Fresh FP&A, a financial strategy firm that supports small and mid-sized businesses with fractional CFO services. With more than 20 years in accounting, FP&A, and finance leadership, Chris has built a career around driving growth, navigating acquisitions, and helping organizations build financial clarity. He’s worked with global companies, led finance teams through complex M&A deals, and now channels that experience into helping others succeedExpect to Learn:Why FP&A needs to evolve from reporting to a real business partnershipHow Chris shifted his mindset from CFO to CEOThe importance of focusing on the right industries instead of trying to serve everyoneWhy failing early became one of his greatest learning toolsWhat to do before you land your first paid clientHere are a few quotes from the episode:"You either win or you learn. You only lose if you don’t learn." - Christopher Ortega"To scale, I had to stop thinking like a CFO and start thinking like a CEO." - Christopher Ortega"Sales and marketing taught me more about business than any finance book." - Christopher OrtegaChristopher shared valuable insights on evolving from a technical finance role to a strategic business partner, the mindset shift required to grow from CFO to CEO, and the power of narrowing your focus in business. His advice on embracing failure, building with purpose, and putting impact before income offers meaningful takeaways for anyone looking to lead with confidence in the finance world.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 Chris:LinkedIn - https://www.linkedin.com/in/freshcfo/Website - https://freshfpa.com/our-team/john-kobs-ceo/Follow 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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:14] - What Does Great FP&A Look Like?[07:21] - Starting the Entrepreneurial Journey[11:21] - Reflecting on College Memories[16:36] - Embracing Failure in Finance[22:11] - Starting Without a Paid Client[20:23] - Advice for Aspiring Entrepreneurs[26:08] - Revenue Before Quitting[37:44] - Dream Boxing Matches[27:35] - The Hardest Part of Entrepreneurship[34:18] - Essential Technical Skill for Professionals[44:30] - Roles in Business: The Football Analogy

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Siqi Chen, founder and CEO of Runway. Siqi opens up about the challenges he faced understanding finance as a founder, and how those frustrations led him to build a more intuitive platform. The conversation explores what’s broken in traditional finance tools and how better design can make finance easier to grasp for everyone in the business, not just the experts.Siqi is a builder and investor with a background that spans NASA, gaming, and high-growth startups. Before Runway, he led products at Zynga and Postmates, served as CEO of Sandbox VR, and invested in companies like Clubhouse and Amplitude. His journey gives him a unique perspective on how product design can solve real business pain points, especially in finance.Expect to Learn:Why traditional finance tools are often disliked.The common spreadsheet struggles growing teams face.How user-friendly design improves collaboration.Why Runway focuses on clarity and flexibility over complexity.What it means to build a thinking tool, not just a planning tool.Siqi shares practical, hard-earned insights on what it takes to build a truly useful finance platform, one that prioritizes clarity, flexibility, and collaboration. If you're frustrated by rigid systems or drowning in spreadsheet chaos, this episode offers a fresh perspective on how thoughtful design and a new approach to financial modeling can help you make better, faster decisions.Follow Siqi:LinkedIn - https://www.linkedin.com/in/siqic/Company - https://www.linkedin.com/company/runway/Twitter - https://x.com/bladerJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:05] - Origin of Runway[03:00] - Early Challenges & First Users[04:10] - Early Demo & Launch Delay[05:29] - User-Friendly Design[11:43] - Winning by Being Different[15:53] - Powerful Tech, Simple Design[16:33] - From Workflow to Thinking Tool

In this episode of Financial Modeler's Corner, host Paul Barnhurst invites "Your Average Finance Bro," for a light-hearted and humorous conversation about financial modeling. The episode takes a comedic spin on the often serious world of finance, diving into the importance of Excel, the art of building memorable models, and even how Excel proficiency can play a role in dating. Expect a mix of fun and insight, with Finance Bro offering his unconventional wisdom about financial modeling, presenting with confidence, and making your work stand out in the finance world.Your Average Finance Bro, is a renowned figure in the financial modeling world. He has built a reputation not just for his financial modeling skills but also for his humorous take on the profession. He's a self-proclaimed founder of Goldman Sachs, inventor of the discounted cash flow model, and someone who has been involved in some of the most memorable (and fictional) moments in finance history. Finance Bro brings a fun and unconventional approach to the world of finance, often blending humor with expert insights.Expect to LearnThe importance of memorability in financial modeling and how it can impact your career.Why Excel continues to dominate financial modeling and how Finance Bro contributed to its popularity.The lighter side of financial modeling, including hilarious pranks and Excel jokes.How to present financial models with confidence, even if the numbers are questionable.The essential skills and mindset needed for financial modelers to stand out, especially in high-pressure situations.Here are a few quotes from the episode:"Memorability is extremely important in financial modeling. If you screw up, people will remember that forever." - Your Average Finance Bro"The ability to present a model is more important than the model itself." - Your Average Finance Bro"If you can't teach someone how to build a model, you’re not teaching them anything at all." - Your Average Finance BroFollow Finance Bro :LinkedIn - https://www.linkedin.com/in/your-average-finance-bro/Instagram - https://www.instagram.com/youraveragefinancebro/?hl=enWebsite - linktr.ee/financebroYouTube - youtube.com/@youraveragefinancebroFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:57] - Guest's Background[04:33] - Becoming a Strong Financial Modeler[06:27] - Defining Financial Modeling[09:20] - What to Do When Your Model Breaks[14:14] - Why Excel Dominates Over Google Sheets[17:46] - Circular References vs. Leg Day[19:28] - Favorite Code Words[24:40] - Favorite Industry to Model[26:07] - Rapid Fire Section[28:38] - Favorite Lookup Function[29:51] - Closing Thoughts

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Adam Rakich, founder and Consulting Director at Northexis, to discuss why the budgeting process is universally loathed and how to fix it. Drawing from decades of experience implementing planning and consolidation systems, Adam shares strategies to transform budgeting from a burdensome task into a strategic advantage. With humor, insight, and plenty of real-world experience, Adam breaks down common pitfalls and offers practical, actionable advice for finance professionals at every level.Adam Rakich has spent over a decade streamlining finance processes across industries, working with top software platforms like Adaptive Insights, Workday, and OneStream. As the author of The Business User’s Guide to Data Integration, he is known for making complex finance concepts accessible, especially to non-technical professionals. At Northexis, Adam helps organizations build better, more collaborative FP&A functions without the pain.Expect to Learn:Why most budgeting processes are broken and how to shift the mindset to fix them.The importance of soft skills in elevating finance's strategic impact.How to avoid the "Jurassic Park" trap of doing more just because you can.The value of driver-based planning and why simplicity often beats complexity.The "James Bond Philosophy" of budgeting: when to seduce and when to take a firmer stance.Here are a few quotes from the episode:"The James Bond approach to budgeting: seduce when you can, shoot when you have to metaphorically, of course." - Adam Rakich"Pick your battles. If you ask for everything, people will tune out and give you nothing." - Adam Rakich"Budgeting works best when it’s not adversarial. Finance shouldn’t be the department of ‘no’." - Adam RakichAdam shared valuable insights into why budgeting processes often fall short and how a shift in mindset can make all the difference. He emphasized the power of simplicity, the role of soft skills in finance, and the importance of involving stakeholders in meaningful ways. His practical advice on driver-based planning, managing expectations, and building strong business relationships offers key takeaways for finance professionals looking to lead more effective and collaborative FP&A functions.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 Adam:LinkedIn - https://www.linkedin.com/company/northexis/Website - https://northexis.com/Follow 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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:29] - Guest’s Background[04:06] - Defining Great FP&A[07:58] - Why People Hate Budgeting Process[09:28] - 10 Ways to Fix Budgeting[19:51] - Driver Tree and Revenue Impact[23:39] - Jurassic Park Hubris and Budgeting[30:23] - Accountant vs. FP&A Professional[43:42] - James Bond Philosophy & Budgeting[46:51] - No.1 Technical Skill[52:17] - Superhero of Choice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Siqi Chen, founder and CEO of Runway, a finance platform built to help operators understand their business without needing a degree in finance. The discussion explores how traditional FP&A tools fall short, and why Runway is reimagining financial modeling by combining flexibility, design, and deeper thinking. Siqi is the founder and CEO of Runway, a modeling platform designed for operators and finance professionals who need flexible, intuitive tools to manage business complexity. He previously served as CEO of Sandbox VR, VP of Product at Postmates, and Head of Product at Zynga. Siqi has also invested in over 100 startups, including Clubhouse, Amplitude, Pipe, and Italic. Early in his career, he worked at NASA, where he was awarded a Congressional Space Act Award while still in school for his work on the Mars Exploration Rover.In this episode, you will discover:Why FP&A platforms often fail to replace spreadsheets for financial modeling.How Runway is addressing the core pains of collaboration, complexity, and data integration.Why flexibility and speed of thought matter more than workflow automation.How Siqi thinks about AI’s role in making finance tools more usable and accessible.A remarkable story of how a meme coin helped fund life-saving research for his daughter’s brain tumor.Siqi shared his remarkable journey from NASA engineer and tech executive to founder of a finance platform built for modern operators. His experiences across product leadership, startup growth, and personal resilience highlight why tools like Runway are redefining how finance professionals think, plan, and collaborate. This episode is a must-listen for anyone looking to move beyond outdated systems and embrace a more flexible, human-centered approach to financial modeling and decision-making.Follow Siqi:LinkedIn - https://www.linkedin.com/in/siqic/Company - https://www.linkedin.com/company/runway/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:48] - Siqi’s Background[04:41] - Runway Journey So Far[07:11] - Approachable Finance Tools[14:28] - UX & What Makes Runway Unique[20:26] - Thinking Tool Idea[24:28] - Excel Flexibility Trade-Offs[33:46] - AI as a Financial Exoskeleton[40:21] - The Meme Coin Surprise[44:40] - Wrap-Up

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Dr. Stephen Horan to discuss the fundamentals of financial modeling, the challenges and rewards of teaching finance, and how curiosity and simplicity are central to both education and professional modeling. Dr. Horan draws on his extensive experience as a finance professor and former Managing Director at CFA Institute, offering unique insights into the intersection of academia, practical modeling, and credentialing.Dr. Stephen is a finance professor at UNC Wilmington and former Managing Director at the CFA Institute. He has over 30 years of experience in academia and industry, has authored award-winning research, and co-wrote Strategic Value Investing, featured on Warren Buffett’s reading list. His work bridges theory and practice in finance education. Dr. Horan is also a sought-after speaker and serves on editorial boards for leading finance journals.Expect to LearnWhat makes a model readable and useful and why fundamentals matter.How to teach financial modeling in a way that’s active and practical.The difference between book knowledge and real-world application in finance.Insights into CFA Institute’s evolution toward practical skills and global relevance.The mindset and skills students need to transition from learning to doing.Here are a few quotes from the episode:"Curiosity is the skill I had to learn and it’s the one that’s helped me most in my career." - Stephen Horan"Give someone the experience of building a model and solving problems. That’s the real education." - Stephen Horan"The ability to explain how you built a model is more powerful in an interview than listing courses on a résumé."  Stephen HoranFollow Stephen:LinkedIn - https://www.linkedin.com/in/stephenhoranphd/Twitter - http://twitter.com/StephenHoranCFAFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:07] - Guest Introduction [04:19] - Modeling Horror Story [10:41] - Bridging Theory and Practice [13:31] - Power of Teaching [17:55] - Learning by Modeling [26:23] - CFA Institute Insights [35:07] - Favorite Excel Shortcut [39:36] - Rapid Fire Round [46:02] - Final Thoughts and Contact

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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[04:02] - What Does Great FP&A Look Like?[06:28] - Alex’s Transition to CFO at Milo’s Hamburgers[08:13] - The First 90 Days as CFO[14:36] - Using AI in Daily Operations[16:14] - Standardizing Processes for Growth[23:44] - Expense Ratios in Fast Food[25:02] - Considering Franchising at Milo’s[27:06] - Budgeting Horizons in Real Estate[30:45] - Advice for Aspiring CFOs[36:57] - Soft Human Skill[42:56] - Theme Song for Entering a Room

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 Financial Modeler’s Corner, host Paul Barnhurst speaks with Janice Shade and Michael Tapia about the intersection of sustainability, financial modeling, and education. They share the behind-the-scenes creation of a unique MBA course focused on sustainable finance and modeling at Bard College. The episode dives into horror stories from the modeling trenches, highlights the challenges of teaching complex topics in an accessible way, and explores the future of financial education and tools.Janice is a systems entrepreneur and finance educator with over 30 years of experience. She has worked with both for-profit and nonprofit ventures, focusing on democratic access to capital and economic justice. Janice is also the author of Moving Mountains and teaches finance at Bard’s MBA in Sustainability program. Michael transitioned from the fitness industry into sustainable finance. With an MBA in Impact Finance from Bard, he co-developed and co-taught a financial modeling course that incorporates ESG data and sustainability into traditional financial analysis. Michael is passionate about inclusive, community-driven investment strategies and financial education.Expect to LearnWhat makes a financial model “fit for purpose”, and why complexity isn’t always better.How financial modeling can support sustainability and social impact.Tips for teaching finance to non-finance students and building curriculum from the ground up.The importance of scenario and sensitivity analysis in forecasting.Practical insights on bridging theory and hands-on financial modeling in academia.Here are a few quotes from the episode:"Finance shouldn't feel mystical or exclusive, our goal is to make it approachable and relevant." - Janice Shade"As a former trainer, I saw how performance metrics drove change. Now I see capital can do the same, if used with purpose." - Michael Tapia"Forecasting is hard, and no forecast is ever right. We're just trying to make it less wrong." - Janice ShadeFollow Janice:LinkedIn - https://www.linkedin.com/in/janice-shade/Website - https://innovatecapital.org/teamFollow Michael:LinkedIn - https://www.linkedin.com/in/michael-tapia-Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:29] - Introduction of Janice and Michael[07:20] - Worst Financial Model[14:04] - Defining a Financial Model[15:18] - Story Behind the MBA Modeling Course[22:43] - Janice’s Key Takeaways from First Cohort[29:34] - Michael’s Course and Podcast Episodes[42:45] - Favourite Shortcut in Excel[43:47] - Creative Excel Uses[47:32] - Rapid Fire Section

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 - 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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:49] - What’s Great FP&A?[07:15] - Transitioning from Auditing to FP&A[10:35] - Managing Cloud Hosting Costs in Hypergrowth[15:48] - Passion for AI and Becoming an Advocate[22:57] - Impact of AI Workshops on Team Productivity[27:44] - Introduction to Deep Research[33:36] - Best Use Cases for AI in FP&A[37:15] - Implementing AI Training in Finance[43:04] - Favorite Gen AI Tool[44:55] - Soft FP&A Skill

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 Financial Modeler’s Corner, host Paul Barnhurst and co-host Carolina Lago explore their experiences with financial modeling and the Advanced Financial Modeler (AFM) certification. They discuss the value of these certifications, the challenges of studying for them, and how these programs can improve financial modeling skills. They also provide helpful tips and insights into preparing for the Chartered Financial Modeler (CFM) certification.Carolina is a financial modeling and FP&A specialist with over 20 years of experience. She holds the Advanced Financial Modeler (AFM) certification from the Financial Modeling Institute (FMI) and is working toward the Elite Certified Financial Modeler (CFM) credential. Carolina is passionate about teaching financial modeling and helping professionals use financial models to make better strategic decisions. Her workshops focus on best practices, scenario analysis, and providing businesses with the tools needed to navigate financial challenges.Expect to LearnThe definition of a financial model and how to differentiate it from other types of business models.Tips for studying for the AFM and CFM certifications, including managing time effectively and balancing models as you work.Carolina’s experience preparing for the AFM and how to build financial models quickly under pressure.The importance of practice in financial modeling and how to improve speed and efficiency.The differences between the AFM and CFM certifications and why both are valuable for financial modelers.Here are a few quotes from the episode:"Even if I don’t pass the first time, I will have already succeeded by learning new techniques and improving my skills." - Carolina Lago"You need to be resourceful and think quickly when preparing for the CFM. It’s about adapting to complexity in multiple areas." - Carolina Lago"A financial model is anything that has inputs, calculations, and outputs, but at the same time answers a business question." - Carolina LagoFollow Carolina:LinkedIn - https://www.linkedin.com/in/s-carolinalago?originalSubdomain=chWebsite - carolinalago.comCourse Tactic On-Demand: https://tacticfinancial.com/financial-model-for-you/newsletter:  https://pages.tacticfinancial.com/thetacticalroomFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [08:03] - What is a Financial Model?[12:52] - Fun Use of Excel in Personal Life[17:06] - Learning About FMI[24:41] - Toughest Area in AFM Preparation[28:19] - Advice for AFM Exam[38:07] - CFM Difficulty and Value[42:36] - Broken Spreadsheet Joke[44:56] - Wrapping Up the Episode

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 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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:41] - What’s Great FP&A?[06:13] - Growth Challenges[14:26] - Product-Market Fit at Pre-seed[17:37] - Go-to-Market Strategy for Growth[27:54] - Building Trust Through Action[32:02] - Why Rohit Loves Equals[35:17] - CFO’s Guide to AI Scaling[46:49] - Biggest Opportunity for FP&A[50:18] - Fun Questions

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 Financial Modeler's Corner, host Paul Barnhurst sits down with Jon Acampora to discuss the ever-evolving world of financial modeling, focusing on Excel. Jon shares about the importance of creating user-friendly models and the impact of Excel Esports on financial modeling skills. The conversation covers best practices for building efficient models, lessons from Excel competitions, and how new technologies like Power Query and AI are shaping the future of modeling.Jon is the founder of Excel Campus, a Microsoft MVP, and an expert in helping Excel users simplify and automate their workflows. With over 600,000 YouTube subscribers, Jon is passionate about making Excel both fun and efficient. He’s also a regular commentator for Excel Esports competitions, where Excel professionals compete to solve complex modeling challenges in real time. Jon’s mission is to help people leverage Excel to boost productivity and creativity, making financial modeling more accessible and enjoyable.Expect to LearnThe importance of building financial models that are easy for others to understand and use.Jon's take on the role of Excel Esports in advancing modeling skills and fostering creativity.How Power Query can save you hours of data processing time in Excel.Why financial modelers should focus on simplicity and automation rather than over-complicating their models.Insights into the future of financial modeling with the integration of Python and AI tools.Here are a few quotes from the episode:“AI is great at generating code, but it’s the human creativity that still leads the way.” - Jon Acampora“As an Excel professional, it's important to make models that others can easily work with, even if they don't have the same technical skills you do.” - Jon Acampora“If you want to be great at Excel, you have to understand that learning never stops. There’s always something new to discover.” - Jon AcamporaFollow Jon:LinkedIn - https://www.linkedin.com/in/jonacampora/YouTube - https://www.youtube.com/user/ExcelCampusWebsite - https://www.excelcampus.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode:  [03:45] - Horror Story [08:50] - Defining Financial Models [11:55] - From Accounting to Excel Business [18:42] - Competing in Excel Esports [21:27] - What Jon Enjoys About Announcing [27:36] - Advice for Aspiring Excel Competitors [37:43] - Memorable Teaching Moment [42:43] - Favourite Excel Shortcut [45:12] - Rapid Fire Section

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 -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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode [04:00] - What is Great FP&A? [15:13] - From Accounting to M&A [22:00] - The Power of Communication [28:14] - Life Keeps Going [37:57] - Communication in FP&A [45:57] - Top Technical Skill [52:38] - Get to know You [54:32] - Superpower Question [56:09] - Closing Remarks

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

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Drew Blazsik to dive into the evolving world of financial modeling in academia. Drew brings a fresh perspective on how students can better grasp complex concepts using structured, interactive learning. The conversation touches on practical teaching methods, the common pitfalls students face, and why blending creativity with structure is key to mastering the three-statement model.Drew Blazsik is an assistant professor at Adrian College, where he teaches finance and economics. With over a decade of teaching experience at institutions like the University of Toledo and Lourdes University, Drew has a passion for connecting academic finance theory with real-world applications. He is also the creator of the Structured Immediate Method (SIM), an innovative teaching tool designed to help students master financial modeling skills in a dynamic and engaging way. Drew hosts the Faith and Finance Podcast and runs the Logos and Markets YouTube channel, where he explores financial modeling, economic theory, and more.Expect to LearnCommon mistakes students make in financial modeling and how to avoid them.How Drew’s Structured Immediate Method (SIM) enhances student learning.Why learning Python is crucial for modern financial modelers.The impact of gamification and interactive learning on mastering financial concepts.Drew's take on the future of financial modeling in the age of AI.Here are a few quotes from the episode:“Once you understand how to create a financial model, it all clicks and makes finance come together.” - Drew Blazsik“AI is awesome for creativity, but it starts with you, the human, being creative.” - Drew Blazsik“The SIM method helps students get instant feedback, which improves their learning and engagement.” -Drew BlazsikFollow Drew:LinkedIn - https://www.linkedin.com/in/drewblazsik/YouTube - https://www.youtube.com/drewblazsikFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [04:15] - Student Modeling Mistakes[09:07] - Defining Financial Models[12:08] - Teaching Finance vs. Economics[18:21] - Course Feedback[36:27] - Unique Excel Model[39:04] - Excel Shortcuts[42:44] - Financial Models in Decision Making[45:40] - Importance of Python[50:39] - Last Question

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 -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 questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:18] - Guest Introductions[06:22] - What Is Great FP&A?[08:57] - Choosing the CFI Program[14:20] - Program Impact[17:19] - Top Skills Learned[23:42] - Study Advice[28:07] - Modeling & Excel[32:16] - Advice about the CFO[39:13] - Soft Skills for FP&A[47:17] - Book Recommendation

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

In this episode of Financial Modeler’s Corner, Alyona Mysko shares her journey from a PwC auditor to a fintech founder creating FuelFinance, a no-code financial planning tool tailored for startups and small businesses. She discusses common financial modeling challenges faced by first-time founders, the complexities of the manufacturing and fashion industries, and the importance of simplifying financial models for better decision-making. Alyona emphasizes the power of effective communication and scenario planning, helping entrepreneurs and modelers make sense of numbers to drive business success.Alyona Mysko is the Founder and CEO of FuelFinance, a fintech startup delivering no-code financial planning tools designed specifically for startups and small businesses. With a professional background starting as an auditor at PwC, Alyona transitioned into financial analysis and fractional CFO roles before launching her own company. She brings deep expertise in financial modeling and a passion for simplifying complex financial data to empower founders and entrepreneurs. Expect to LearnHow Alyona’s audit background influenced the creation of a finance platform for startupsWhy first-time founders struggle with financial modeling and how second-time founders differThe complexity behind manufacturing and fashion business models and modeling nuancesThe importance of simplified dashboards focusing on key metrics for decision-makingWhy communication and storytelling in financial modeling is essential for impactHere are a few quotes from the episode:“Finance is just like fuel for a business. If you understand your numbers, you can go fast.” - Alyona MyskoFirst-time founders don’t know what they don’t know. Second-time founders know to start with the financial model.” - Alyona Mysko“Communication is 50% of your success as a financial modeler.” - Alyona MyskoFollow Alyona :LinkedIn - https://www.linkedin.com/in/alyona-mysko/Website - https://fuelfinance.me/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguyYouTube - https://www.youtube.com/@thefpandaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:31] - The Story Behind FuelFinance[06:00] - Aylona’s Background[11:03] - Industry-Specific Modeling Challenges[18:14] - Cross-Functional Realization[23:57] - Revenue vs. Cash Flow Realities[28:14] - Balancing Model Simplicity[35:11] - Key Career Lesson[39:41] - Rapid Fire Section

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 - https://www.linkedin.com/in/theFP&A ndaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A  Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:37] - Real-Life FP&A Example[06:28] - Starting in Sales[09:39] - Customer-Led Roadmaps[11:53] - FP&A in Sales[14:18] - Key SaaS Metrics[16:09] - Ignoring Unit Economics[18:26] - VC and Growth[24:13] - Innovation in FP&A[32:51] - Rise of Data[35:42] - Key FP&A Skills[38:27] - Get To Know You

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 room[42:48] - Ambitious bucket list goal[43:32] - Closing thoughts and thanks

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Scott Powell, co-founder and board member of the Corporate Finance Institute (CFI), to discuss the principles and pitfalls of financial modeling. The conversation centers around how overcomplication, legacy models, and misused functions can undermine even the most polished models, and how thoughtful planning, stakeholder consideration, and service-oriented teaching can significantly enhance modeling effectiveness.Scott Powell brings over 25 years of global experience in corporate finance education and financial modeling. He is a founding member of the Corporate Finance Institute, where he has led the creation of impactful learning tools and courses. Based in Vancouver, Canada, Scott has worked with major financial institutions worldwide and is deeply passionate about practical finance education and the power of financial literacy to transform lives.Expect to Learn:Why financial models often fail and how to avoid those pitfalls.The importance of balancing technical precision with stakeholder usability.How teaching and empathy enhance modeling skills.Key Excel techniques and when to avoid overengineering.Scott’s insights into using AI and advanced Excel tools to stay current.Here are a few quotes from the episode:"Every time you're in Excel, try to learn just one new thing. In a year, you're going to have learned a ton." - Scott Powell"If you open your model three days later and can’t understand what you did, then you made it too complex." - Scott Powell"Don’t start building your model until you understand the end goal and the user’s needs." - Scott PowellScott’s thoughtful and service-driven approach makes this episode a must-listen for anyone in the world of financial modeling. His real-world stories, practical Excel strategies, and emphasis on simplicity offer powerful insights. Whether you’re building your first model or refining your 100th, Scott’s advice will help you level up. A valuable guide for modelers who want to build with purpose and clarity.Follow Scott :LinkedIn - https://www.linkedin.com/in/scott-powell-cpa-fca-fmva-84baa71/overlay/photo/Website - corporatefinanceinstitute.com Company - learningstrategiesgroup.comFollow Paul: Website - https://www.theFP&A ndaguy.com  LinkedIn - https://www.linkedin.com/in/theFP&A ndaguy  YouTube - https://www.youtube.com/@theFP&A ndaguyFollow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:14] - Welcome and Guest Intro[03:00] - Model Horror Story[10:09] - Founding CFI[14:13] - Memorable Teaching Moments[16:30] - Starting a Model[21:28] - Technical vs. Soft Skills[24:20] - Advice for Trainers[30:23] - Keeping Up with Excel[39:44] - Fun with Excel[41:18] - Rapid Fire Round[47:21] - Final Thoughts and Wrap-Up