The FP&A Guy Network

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton and has helped companies across industries build smarter, more responsive finance functions. Her passion is making data more meaningful and empowering teams to work better together not just through systems, but through clarity, communication, and care.Expect to Learn:Why great FP&A is about being the “nervous system” of a company, not just reporting numbers.How a CFO used one simple metric to drive company-wide cost discipline.Why fixing data issues means looking beyond tech and starting with people and processes.How to build credibility in finance by solving one problem at a time.What it means to approach data with empathy and why it changes how you solve problems.Here are a few quotes from the episode:“You don’t always need a new system. Sometimes clarity and better definitions solve the problem.” - Ramya Krishnaganth“Credibility comes when you give people answers they can use, when they need them.” - Ramya Krishnaganth“Transformations aren’t about technology alone. They’re about making real decisions easier.” - Ramya KrishnaganthRamya brings warmth and wisdom to a topic that often feels technical and dry. This episode is a great listen for finance professionals looking to strengthen their influence, better understand how to approach messy data, or simply hear how someone else has helped real companies tackle hard problems. If you’ve ever felt overwhelmed by data or unsure where to start, Ramya’s insights will give you both a fresh perspective and practical next steps.Corporate Finance Institute: Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ramya:LinkedIn - https://www.linkedin.com/in/ramyadurgak/Website - https://uvidconsulting.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:51] - Welcome to The Episode[05:16] - A CFO’s Smart Cost-Control Strategy[08:55] - Why Financial Transformation Matters[13:05] - Why Companies Struggle With Data[14:32] - Root Causes: People, Process, or Tech[19:25] - Smart Approaches to Fixing Data[24:29] - Empathy and Data: What It Really Means[27:41] - Finding and Solving the Right Problems[32:48] - Practical Advice for Analysts[38:42] - Must-Have Skills for FP&A[43:04] - Ramya’s Personal Interests[49:01] - Final Thoughts and How to Connect

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

In this episode of Financial Modeler's Corner, host Paul Barnhurst talks with Narek Grigorian, a seasoned financial modeler and investment professional with deep experience across real estate, energy, and biotech sectors. Narek shares candid stories about the worst financial model he ever worked on, one that looked polished but was fundamentally flawed, missing key components like taxes, depreciation, and tenant turnover. He explains how these mistakes can mislead decision-makers and why it’s critical to understand not just the numbers but also the assumptions behind them.Narek Grigorian currently works at US Capital Global, a global investment banking firm focused on real estate and energy projects, particularly in the lower to middle market space. He holds degrees from Georgetown University and the University of Maryland and brings a passion for financial modeling, innovation, and teaching. Narek believes that while all models are inherently imperfect, they still provide valuable guidance, if built with thoughtful assumptions and continual refinement.Expect to Learn:Why can you never fully trust a model just because it looks polished.The critical real estate assumptions that are often overlooked, like tenant turnover and escalating costs.How to approach energy modeling with real-time data inputs and complex variables.Why biotech models are uniquely challenging due to regulatory and clinical uncertainties.Tips and shortcuts Narek uses in Excel to make modeling faster and more reliable.Here are a few quotes from the episode:““The toughest part is you have the wardrobe of clothes but have to create the person.” - Narek Grigorian“Power Query and Power BI are essential tools for modern financial modelers.” - Narek Grigorian“Vacancy rates and market growth assumptions are the most common pitfalls in real estate models.” - Narek GrigorianNarek’s practical and approachable style makes this episode valuable for anyone involved in financial modeling whether you’re just starting out or have years of experience. His clear advice on key assumptions, Excel techniques, and industry-specific challenges offers useful takeaways to help you create more accurate and effective models.Follow Narek :LinkedIn - https://www.linkedin.com/in/narek-grigorian-8869a7254/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: [01:12] - Welcome To The Episode [06:00] - About Narek and US Capital Global[08:25] - Market Outlook: Inflation, Tariffs, and Stagflation[10:33] - Narek’s Journey from Armenia to the US[14:49] - Favorite Industry to Model: Energy[17:42] - Real Estate Modeling Insights[25:34] - Common Mistakes in Real Estate Models[27:19] - Biopharma and Modeling Challenges[31:42] - Excel Shortcuts and Tools[38:22] - Power Query, Power BI, and Future of Excel[44:18] - How to Connect with Narek and Closing

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to building effective business partnerships that drive real impact.Nate Saperia is a finance veteran with a background spanning economic consulting, corporate finance at companies like GE and Hess, and advising private equity-backed firms on financial planning and analysis. Recently, Nate launched his own consulting firm, focusing on helping businesses navigate strategic finance challenges and achieve smarter growth. Known for his clear and pragmatic approach, Nate is passionate about helping FP&A professionals elevate their role beyond reporting into true business partnering.Expect to Learn:Why truly great FP&A means understanding the business and enabling better decision-making.How to break down high-level financial goals into clear, measurable, and actionable KPIs.The nuanced difference between traditional FP&A and strategic finance roles.What it’s like working in private equity-backed companies, including the heavy reporting demands and rapid pace.The top technical and interpersonal skills FP&A professionals should prioritize now.Here are a few quotes from the episode:“If we had truly clean data, FP&A would be more exciting because we’d spend more time on analysis, less on manual work.” - Nate Saperia“Business partnering is about empathy and understanding others’ perspectives, not assuming you have all the answers.” - Nate Saperia“Power Query is the single most important technical skill for FP&A professionals today it solves most data cleansing headaches.” - Nate SaperiaNate delivers a thoughtful and practical perspective on the evolving role of FP&A, especially within private equity-backed companies. He highlights the importance of building actionable KPIs, mastering essential technical skills like Power Query, and developing genuine business partnerships grounded in empathy and understanding. This episode is a must-listen for finance professionals aiming to elevate their strategic impact and navigate the fast-paced demands of PE environments.Corporate Finance Institute: Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Nate:LinkedIn - https://www.linkedin.com/in/nathansaperia/Website - accordion.com/team/nate-saperiaFollow 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, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:11] - Introduction to the Episode[03:07] - What Makes Great FP&A?[05:08] - Nate’s Career Journey[07:25] - The Role of EBITDA in Private Equity[11:12] - Defining and Using KPIs Effectively[17:42] - Building a Metrics Matrix[20:34] - Strategic Finance vs FP&A[28:41] - Life in a Private Equity-Backed Company[35:17] - Reporting Expectations in PE[41:47] - Power Query and Business Partnering[46:05] - Nate Personal Insights[48:45] - Final Advice for FP&A Professionals

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS finance to teaching Excel online, and why he believes learning should be both practical and fun.David is the creator behind Piggybank Accountant, a fast-growing YouTube channel that teaches Excel and Copilot to accountants and finance professionals. Before diving into content creation full-time, David helped raise $30 million for a SaaS startup and supported its successful exit. Today, he’s known for making even the most technical topics feel approachable. Whether he’s talking about conditional formatting or Python in Excel, David’s mission is simple: help people learn skills that matter in the most engaging way possible.In this episode, you will discover:What it means to be a Microsoft MVP and how it’s opened doors in David’s career.Why Copilot is ideal for Excel beginners and how it’s starting to serve power users too.How finance professionals can actually use Copilot today to save time and improve workflows.Where Copilot shines, where it falls short, and what to expect next.Why David walked away from a corporate role to pursue content full time. David brings fresh energy to conversations around Excel, Copilot, and how technology is changing the way finance professionals work. This episode is perfect for anyone curious about Copilot, looking to up their Excel game, or wondering how to bring creativity into finance. David proves that learning can be entertaining, and still incredibly useful.Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://courses.davidpba.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:07] - Welcome & Introduction[02:04] - Meet David: From CPA to Microsoft MVP[05:00] - What the MVP Journey Has Been Like[08:08] - Copilot in Excel: Where It Is Now[12:33] - New Features and Real Use Cases[17:33] - Sorting Through the AI Hype[21:03] - Using Copilot as a Finance Pro[25:40] - Time-Saving Examples from the Field[29:06] - Thoughts on Prompting and Productivity[36:06] - Excel Meets World of Warcraft[43:12] - Leaving the 9-5 for YouTube[49:00] - Wrap-Up & Final Thoughts

In this special episode of Financial Modeler's Corner, host Paul Barnhurst is joined by CFO and startup finance educator Lauren Pearl for a storytelling session that’s equal parts funny and terrifying. They walk through “The Currency Catastrophe,” a true finance horror story about a global company, a junior analyst, and a massive mistake involving currency conversions. As the story unfolds, Paul and Lauren react, unpack what went wrong, and share their own war stories from years working in finance.Lauren Pearl is a CFO, startup advisor, and finance educator who specializes in helping early-stage companies build strong financial foundations. With a career that spans startups, venture-backed firms, and a stint in top-tier management consulting, Lauren brings a unique blend of strategic thinking and practical execution. She's also known for her hands-on approach to teaching financial modeling and startup finance through courses, content, and mentorship.Expect to Learn:What happens when you skip currency conversion in a global revenue allocation.Why getting the basics right is just as important as the big strategy.How one mistake can ripple across budgets, teams, and trust.The value of transparency and ownership is when something goes wrong.Why it’s crucial to put checks in your models, especially when currencies are involved.Here are a few quotes from the episode:“The finance department was such a dumpster fire, it created cloud cover for the mistake.” - Lauren Pearl“Modelers: always put currency checks in your spreadsheets. This stuff happens more than you think.” - Paul Barnhurst“Apologize and overcorrect. That’s the CFO playbook when you make a mistake.” - Lauren PearlLauren and Paul share a story every finance professional can relate to, a small mistake that snowballs into something much bigger. Whether you’re new to finance or have been around the block, this episode is a reminder of why fundamentals matter and how a little humor can help you get through even the most stressful moments. If you've ever cringed at your own spreadsheet or scrambled to fix a report before a meeting, you'll feel right at home.Follow Lauren :LinkedIn - https://www.linkedin.com/in/laurenepearl/Website - https://www.laurenpearlconsulting.com/link-listFollow 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: [00:00] - Trailer[01:43] - Welcome & Intro to the Horror Story [03:01] - Meet Lauren Pearl[06:07] - The Story of the Currency Catastrophe[09:54] - When Meetings Could Just Be Emails[13:52] - Accounting Chaos and Rising Tension[16:59] - The Currency Blunder Uncovered[20:00] - Why the Mistake Mattered So Much[24:33] - Quiet Fixes and Avoiding Fallout[27:34] - Paul’s Own Finance Mishap[30:13] - Lauren’s Pricing Error [34:19] - Final Lessons for Modelers [35:07] - Closing Thoughts 

In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of experience across various industries, including manufacturing, technology, pharmaceuticals, and nonprofits. As CFO at ACE, a nonprofit lending institution, she plays a key role in providing capital to entrepreneurs. Wassia has also been recognized as a 40 Under 40 honoree by CPA Practice Advisor and is the host of the podcast The Diary of a CFO. She's passionate about helping high-potential finance leaders step into executive roles and shares her expertise through coaching, speaking engagements, and teaching at the Wharton Online Certificate Program.Expect to Learn:How Wassia transitioned from FP&A to CFO and the unexpected challenges she faced along the way.The power of trust and relationships in becoming a key business partner, not just a number cruncher.Why being invited into decision-making conversations early is a game changer for finance teams.What it was really like dealing with the board of directors for the first time as a CFO.How to expand your influence and take a broader view of business to become a true strategic partner.Here are a few quotes from the episode:“In FP&A, it's important to build those relationships early and not just be the person catching up after decisions are made.” - Wassia Kamon“You can’t be great at FP&A unless you are in the room where decisions are made. It’s about having the trust to influence, not just report.” - Wassia Kamon“Good FP&A is when you're already top of mind to decision makers, and they come to you for input, not the other way around.” - Wassia KamonWassia delivers a powerful perspective on the role of financial leaders and the critical need for stronger relationships, trust-building, and strategic influence in today’s business environment. This episode is essential listening for finance professionals, aspiring CFOs, and business leaders looking to enhance their impact, improve decision-making, and build stronger, more collaborative teams.Corporate Finance Institute: Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Wassia:LinkedIn - https://www.linkedin.com/in/wassiakamon/Website - https://www.wassiakamon.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy2025 FP&A Tools Showcase:Discover the best in FP&A without the sales pressure. The 2025 FP&A Tools Showcase is a free event where top platforms demo their solutions, share their approach to planning, and answer your questions with no pitches, just insights. Join us on May 22nd and see how today’s leading tools stack up.Register now at https://bit.ly/42YPPkFEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:42] - Welcome and Introduction[03:29] - Wassia’s Journey from FP&A to CFO[05:02] - What Makes Great FP&A?[07:13] - Dealing with the Board for the First Time[09:45] - Building Trust and Strategic Influence in Finance[13:20] - Leading in Multiple Industries[17:05] - Expanding Your Network and Influence[21:14] - Managing Uncertainty as a CFO[25:32] - Leadership Lessons from Wassia’s Career[29:00] - Building Effective Relationships in Business[33:47] - Key Takeaways

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world’s first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he’s seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam’s career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.In this episode, you will discover:What inspired Ahikam to move from finance leadership into founding Safe AIWhy traditional finance teams struggle to govern their own data across systemsHow Safe AI helps companies spot errors, detect fraud, and stay ahead of complianceThe real-world challenges of financial close and how to fix them before they snowballHow finance teams can embrace innovation without giving up controlAhikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn’t just about tracking numbers-it’s about building systems that support accuracy, trust, and long-term growth.Follow Ahikam :LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] - Welcome to the Episode[00:24] - SXSW and Startup Energy [01:00] - Transitioning from Corporate to Startup [03:25] - Replacing Manual Financial Controls [05:09] - AI-Powered Financial Graphs at SafeBooks [08:33] - Ensuring Compliance with SafeBooks [14:14] - AI’s Impact on CFOs[16:51] - AI-Powered Priority Alerting

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Maria Zlobina, a finance professional with over a decade of experience in Big Four audit, FP&A, and business partnering roles across the US, Australia, and Russia. The conversation explores the importance of understanding the purpose behind financial models, the challenges of inheriting others’ models, and the value of continual learning in finance. Maria also shares insights into the Advanced Financial Modeler certification, her passion for efficiency, and her experience navigating the world of financial modeling.Maria, who has a rich background in financial modeling, discusses her journey in the finance industry, her love for continuous learning, and her adventures living in different countries. She offers practical advice for modelers and professionals, including tips on making financial models dynamic, understanding the business context, and utilizing the right tools like Power BI and XLOOKUP. Maria also touches on her passion for languages and learning, sharing how her diverse experiences contribute to her success as a financial modeler.Expect to Learn:Why financial models are critical for decision-making and how to avoid common pitfallsThe importance of understanding the context and objectives behind a modelTips for inheriting and improving existing financial modelsThe benefits of continuous learning, both professionally and personallyInsights on dynamic financial models and best practices for forecasting Here are a few quotes from the episode:"The magic of financial modeling isn’t in the model itself, but in how it helps guide decisions." - Maria Zlobina"It’s not about creating the perfect model, but the model that gives the best insight for decision-makers." - Maria Zlobina"The best financial models don’t just answer one question; they provide a range of answers." - Maria ZlobinaIn this insightful episode, Maria Zlobina emphasizes the importance of dynamic financial models and understanding the business context behind them. She highlights the value of continuous learning and staying curious to improve as a financial modeler. With practical advice on overcoming challenges in modeling and working with stakeholders, Maria reminds us that great models support better decision-making. Follow Maria :LinkedIn - https://www.linkedin.com/in/maria-zlobina-afm-4642576b/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: [01:13] - Introduction to the Episode [03:52] - Worst Financial Model[06:37] - The value of continuous learning[10:24] - That One Defining Moment[13:09] - From Curiosity to Certification[17:49] - Starting with the Goal in Modeling[25:17] - Transparency in Modeling[31:07] - XLOOKUP Time Saver[34:24] - Rapid-fire questions[38:16] - AI and Tools in Modeling[43:56] - Final thoughts on modeling

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet the real-world needs of growing finance teams.Parker Gilbert is the CEO and Co-founder of Numeric, a financial close platform designed to make accounting teams faster, more accurate, and more collaborative. With a background in investment banking and hands-on experience as Head of Finance at Hearth, Parker understands both the strategic and operational challenges finance teams face. Frustrated by the limitations of traditional accounting tools, Parker set out to build Numeric, software purpose-built to simplify and streamline the month-end close.Expect to Learn:Why Parker and his team started Numeric to solve overlooked pain points in accounting.How traditional tools like Excel and legacy ERP systems are failing modern accounting teams.What it means to build software specifically for the financial close process.Why visibility and collaboration are essential in reducing close errors.How Numeric empowers teams to understand what’s been done, what’s left, and where issues arise.Here are a few quotes from the episode:“The close is this sort of well-understood pain point in accounting, but there's no purpose-built software that helps solve it.” - Parker Gilbert“We believe the best way to build software is to partner really closely with customers.” - Parker Gilbert“Accounting is really about trust, it’s about giving your team the confidence that everything is covered.” - Parker GilbertParker delivers a powerful perspective on the role of accounting teams and the urgent need for smarter, more intuitive tools. This episode is essential listening for finance professionals, controllers, and startup leaders looking to improve their close process, enhance accuracy, and make better business decisions. If you’re tired of copy-pasting across spreadsheets and guessing what’s done, this conversation will inspire you to rethink your accounting stack.Corporate Finance Institute: Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Parker:LinkedIn - https://www.linkedin.com/in/parker-gilbert-99483298/Website - https://www.numeric.io/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy2025 FP&A Tools Showcase:Discover the best in FP&A without the sales pressure. The 2025 FP&A Tools Showcase is a free event where top platforms demo their solutions, share their approach to planning, and answer your questions with no pitches, just insights. Join us on May 22nd and see how today’s leading tools stack up.Register now at https://bit.ly/42YPPkFEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:42] - Introduction to the Episode[03:29] - What Makes Great FP&A?[05:02] - The Importance of Pricing Strategy[08:45] - Global Trends in Pricing[10:26] - Coaching Rugby at Duke[12:17] - Adapting to Economic Shifts[15:20] - Challenges in Today’s Market[21:14] - Winning Big-Name Clients[24:32] - Unexpected Surprises in Finance[27:13] - Transparency in Pricing[32:31] - Why Finance & Ops Often Go Together[36:17] - Why FP&A Must Understand the Business[42:44] - Parker’s Time Travel Wish

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulations, Ahikam shares a behind-the-scenes look at how finance can be a key driver of growth, not just a support function.Ahikam Kaufman is the Co-Founder and CEO of Safebooks AI, a platform focused on ensuring the integrity and accuracy of financial data for organizations. With a strong track record in leadership roles across finance and technology, Ahikam brings deep insight into the challenges companies face in managing financial data at scale. Prior to Safebooks AI, he held key positions in companies like Buildup and ScanModul, giving him a well-rounded view of both startup growth and enterprise needs.In this episode, you will discover:Why paying people in different countries is way more complicated than it soundsHow finance teams can shape a company’s strategy-not just track expensesWhat makes Papaya Global stand out in the crowded HR and payroll spaceHow to deal with the endless maze of international tax and labor lawsAdvice for finance pros who want to grow their careers in a changing worldAhikam Kaufman shared practical insights on how messy and unreliable financial data can hinder companies and what it really takes to fix that. Drawing from his experience as Co-Founder and CEO of Safebooks AI, he offered a grounded view on why visibility, structure, and accountability in financial operations are crucial for any organization. He emphasized that success starts with clean data and clear systems, not just better dashboards. At the heart of it all: discipline, attention to detail, and building tools that make finance teams stronger.Follow Ahikam:LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:53] - Welcome to the episode[02:19] - SXSW and Startup Energy[02:53] - Transitioning from Corporate to Startup[03:46] - The Importance of a Strong Foundation[05:40] - Replacing Manual Financial Controls[08:03] - AI-Powered Financial Graphs at SafeBooks[17:10] - Ensuring Compliance with SafeBooks[22:49] - AI’s Impact on CFOs[26:57] - AI-Powered Priority Alerting[32:26] - Fintech’s Biggest Problem

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Ian Schnoor, Executive Director of the Financial Modeling Institute. The conversation focuses on the growing role of financial modeling in uncertain markets, the expanding reach of FMI, and the importance of structure, clarity, and accreditation in building better business decisions. Ian shares practical insights from his global work, recent collaborations, and lessons from building multiple businesses.Ian Schnoor is the Executive Director of the Financial Modeling Institute (FMI), the only organization offering globally recognized financial modeling accreditation. He founded The Marquee Group, which was acquired by Training the Street in 2023. Ian has trained thousands of professionals in modeling, valuation, and Excel. He teaches at Queen’s University, holds a CFA charter, and began his career in investment banking with Citigroup and BMO. He’s focused on raising the standard of modeling across the world through education and certification.Expect to Learn:Why financial modeling is essential during market volatilityHow FMI is earning global recognition from top firmsThe impact of adding financial modeling to the CFA programInsights from FMI’s expansion into China and IndiaThree principles for building a successful businessA creative use of Excel to solve a real-world inventory challenge Here are a few quotes from the episode:“A good model helps you ask the right ‘what if’ questions, not deliver perfect answers.” - Ian Schnoor“The true purpose of a model is to give decision-makers confidence in uncertain times.” - Ian Schnoor“Getting the AFM means you’ve shown up, done the work, and proved your skills under pressure.” - Ian SchnoorIan Schnoor shared powerful insights on the role of modeling in today’s uncertain world.He emphasized clarity, structure, and the value of accreditation in building trust and better decisions. His global work is helping elevate modeling into a true professional discipline. A strong reminder that great models lead to great leadership.Follow Ian Schnoor:LinkedIn - https://www.linkedin.com/in/ianschnoor/?originalSubdomain=caWebsite - https://fminstitute.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376 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: [01:27] - Welcome back to the Episode [04:04] - Financial modeling during market volatility [08:01] - Updates from FMI and its global growth [11:47] - Accreditation and why it matters [16:41] - Partnerships in China and India [22:02] - Excel World Cup and the global community [24:22] - CFA Institute collaboration [28:23] - Global expansion stories [32:34] - Three principles for business success [37:23] - Real-life Excel project: Baby blanket logistics [42:48] - Rapid-fire: tools and trends in modeling [47:37] - Final advice for modelers

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners. With over 10 years of experience as a business partner at Maersk, Anders has firsthand knowledge of what it takes to create value through finance. He is the co-author of Create Value as a Finance Business Partner and is about to release his new book, Communicating Financials to Executives. He is also a top LinkedIn voice with over 400,000 followers, where he shares valuable content for finance professionals looking to grow their careers and impact.Expect to Learn:How FP&A can go from just reporting numbers to playing a strategic role in the company.The best way to present financial insights so executives can act on them.Why synthesizing data is important for decision-making, and how it's different from just summarizing it.Practical steps to improve communication between finance teams and business leaders.How to build strong relationships with stakeholders, even when they’re hesitant to work with finance.Here are a few quotes from the episode:"Business partnering isn’t about pushing your thoughts on the business; it’s about bringing them along." - Anders Liu-Lindberg"The true value of FP&A comes from helping the business translate strategy into actionable plans." - Anders Liu-Lindberg"FP&A should move beyond budgeting and forecasting to become a strategic business partner." - Anders Liu-LindbergAnders Liu-Lindberg provided valuable insights on how finance professionals can become strategic business partners. His advice on communication, synthesizing data, and building relationships offers practical steps for success. This episode is a must-listen for anyone looking to make a bigger impact in FP&A. The wisdom shared will help professionals thrive in an evolving business environment.Corporate Finance Institute: Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andres:LinkedIn - https://www.linkedin.com/in/Anders liulindberg/?originalSubdomain=dkWebsite - https://www.bpidk.org/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyStreamline Financial Planning with Kepion:Get up and running fast with planning that grows as you do. Kepion is a Microsoft-based solution that helps you implement quickly, integrate data seamlessly, and scale with self-service. From FP&A to CapEx, and workforce planning, Kepion empowers you to adapt faster, plan with confidence, and drive real ROI. Learn more at https://bit.ly/3YI5cfp Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:10] - Meet Anders Liu-Lindberg[04:47] - What Makes Great FP&A?[06:26] - Example of Great FP&A in Action[08:10] - The Business Partnering Institute[11:24] - Anders’ New Book: Communicating Financials to Executives[13:27] - Framework for Communicating Financial Insights[15:59] - Importance of Aligning on Numbers[21:39] - Synthesizing vs. Summarizing Data[29:11] - Using Qualitative Data in Decision-Making[33:01] - Building Strong Business Relationships[39:20] - Key Skills for Success in FP&A[45:18] - Final Advice on Business Partnering

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

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Arta Ramaj, co-founder of 360 Finance, for a discussion into the real-world challenges and nuances of financial modeling. Arta shares her journey from a geography degree to a thriving career in finance and entrepreneurship. Together, they explore the art and science of building robust financial models, the entrepreneurial mindset, and the evolving role of finance as a strategic business partner.Arta Ramaj is the co-founder of 360 Finance, a boutique consultancy specializing in financial modeling, FP&A, and finance system implementations for private equity and venture-backed companies. With a background in private equity and a passion for bridging financial data with strategic execution, Arta brings a unique entrepreneurial perspective to the finance world. She’s dedicated to creating investor-ready financial solutions and scaling businesses through dynamic, data-driven insights.Expect to Learn:How Arta transitioned from studying geography to founding a financial consulting firm.The critical importance of structure and design in financial modeling.Key strategies for building "investor-ready" financial models.The role of soft skills and storytelling in becoming a great finance business partner.Why simplifying assumptions and focusing on key metrics are essential for early-stage modeling success.Here are a few quotes from the episode:“If you're scaling and your finance function isn't solid, you're really scaling on shaky foundations." - Arta Ramaj”Credibility and clarity are the north stars for building investor-ready financial models." - Arta Ramaj“Modeling for a startup is often more about flexibility and storytelling than creating a perfect spreadsheet." - Arta RamajArta Ramaj gave us a fascinating look into the world of financial modeling for startups and private equity-backed businesses, showing how structure, clarity, and strategic insight shape high-impact financial decision-making. Her experiences revealed how finance principles, business partnering skills, and storytelling all intersect to build trust with investors and stakeholders. From building investor-ready models to navigating the entrepreneurial journey, this episode showcased the critical role financial modelers play in driving growth, strategic planning, and value creation.Follow Arta:LinkedIn - https://www.linkedin.com/in/artaramaj/Website - https://www.three6ixtyfinance.comFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376 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: [01:04] - Welcome to the Episode[03:21] - Horror Financial Model Story[07:02] - From Geography to Finance[11:33] - Love for FP&A and Business[14:26] - Starting 360 Finance[17:46] - Why Finance Gets Overlooked[23:32] - Building Investor-Ready Models[29:27] - The Financial Modeler as a Therapist[35:14] - Fun with Excel and Wedding Modeling[38:20] - Career Advice and Final Tips

In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Cassie McCombs, Marcus Gadson, and Mario Vasquez. Together, they share their experiences with the Certified Corporate FP&A Professional (FPAC) credential from the Association for Financial Professionals (AFP). The guests discuss how earning the FPAC has shaped their careers, the impact it’s had on their professional growth, and why this certification is becoming an essential asset for finance professionals.Cassie is the Vice President of FP&A at Ultradent Products, a dental manufacturing company, where she played a key role in building the company’s first FP&A team from the ground up. Marcus serves as the Senior Finance Director at Wellpath, a healthcare company, where he is passionate about making finance accessible across all departments. Mario is the Senior Director of Finance at E.W. Scripps Company, brings over 25 years of experience in FP&A. He was part of the first cohort to earn the credential and shares valuable insights on how the certification helped him stand out and advance in his career.Expect to Learn:The impact of continuing education on staying up-to-date in the field of FP&A.The value of the credential and how it can impact your career in FP&A.Key insights on how to prepare for the exam and tips for success.The importance of continuous learning and staying updated in the financial industry.The role of FP&A in driving business strategy and decision-making.Here are a few quotes from the episode:"Data is not a four-letter word. It's essential to understanding and improving the business." - Cassie McCombs"If you’re not learning, you're going backward. The FPAC credential helps you stay on top of industry trends." - Mario Vasquez"Collaborating with non-finance teams is essential for making an impact as a finance leader." - Marcus GadsonCassie, Marcus, and Mario shared valuable perspectives on the impact of the FPAC credential on their careers and the financial planning and analysis profession. Their advice on the importance of continuous learning, collaboration across departments, and staying adaptable in an ever-evolving industry provides actionable steps for finance professionals seeking to advance their skills and make a greater impact within their organizations. The experiences and wisdom shared in this episode are invaluable for anyone looking to navigate the complexities of FP&A and drive long-term business success.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mario:LinkedIn - https://www.linkedin.com/in/mario-vasquez-finance/Follow Marcus:LinkedIn - https://www.linkedin.com/in/marcusgadson/Follow Cassie:LinkedIn - https://www.linkedin.com/in/cassie-mccombs-fpac-10a373a4/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online,, CFI, FMI, and more. It’s the smartest way to compare your options, find the right fit, and get exclusive discounts. Show your commitment to FP&A and take your skills to the next level. Explore now at https://www.thefpandaguy.com/fpa-certificationsExplore the resources and discounts available:FPAC Program from Association of Financial Professionals (AFP)Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of FP&A from Wharton Online and Wall Street Prephttps://secure.enroll.wharton.wallstreetprep.com/referral/Use Code: THEFPAGUY300 – $300 Program DiscountCertified Global FP&A Professional (CGFPA) | FP&A ProfessionalsUse Code: FPAGUY - $200 Program DiscountFinancial Modeler's Corner Podcast - FMICode: Podcast for a 15% Program DiscountCorporate Finance Institute (CFI) ProgramsFinancial Modeling & Valuation Analyst (FMVA)Code: FPAGUY30 for a 30% discount on the FMVA and FP&A Specialization programsFP&A specializationCertification in Financial Planning & Analysis Modeling (CFPAM™) | Wall Street PrepEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To ea

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.In this episode, you will discover:How Carlos designed a custom MBA in “Innovation Through Analytics”Why cash flow forecasting is more of a data problem than a finance oneThe real reason so many businesses rely on factoring (and what it reveals)How Tesorio uses AI and ML to clean and structure financial dataWhy actionable insights matter more than predictive reportsCarlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details.Follow Carlos:LinkedIn - https://www.linkedin.com/in/carlos-r-vega/Website - https://www.tesorio.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:28] - Welcome to the Episode[02:54] - Creating a Custom MBA[09:46] - Lessons from a Factoring Business[10:50] - Why People Ignore Cash Flow[12:27] - Building in Panama vs. the U.S.[14:12] - Cash Flow Is a Data Problem[19:21] - Is Cash Flow Forecasting Overlooked?[21:01] - Building Accurate Collection Models[23:53] - Real AI Use Cases in Finance[32:05] - Carlos’s Grounding Habits[36:53] - Final Thoughts & Key Quote

In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes David Perla, Vice Chair of Burford Capital and a pioneering voice in the legal finance industry. David discusses how financial modeling plays a central role in evaluating and funding high-stakes litigation, offering a behind-the-scenes look at how his team monetizes legal risk with structured financial strategies. From managing long litigation timelines to leveraging Monte Carlo simulations and AI tools, David shares how Burford builds sophisticated models to guide investment decisions and mitigate risk. David Perla has an extraordinary background at the intersection of law, entrepreneurship, and finance. He’s a former president of Bloomberg Law, co-founder of legal outsourcing pioneer Pangea3 (acquired by Thomson Reuters), and was named a top 50 innovator by The American Lawyer. At Burford Capital, David is helping reshape how the legal world accesses and deploys capital.Expect to Learn:What legal finance actually is and how it worksHow Burford structures deals and evaluates legal riskThe modeling techniques used to forecast legal outcomesWhy Monte Carlo simulations are central to their underwriting processHow AI is used (and misused) in legal financeHere are a few quotes from the episode:“Behavior that’s irrational but predictable? We can model that. Idiosyncratic behavior? We avoid it.” - David PerlaModeling helps us decide not only how to price a deal, but how to structure incentives.” - David PerlaEverything we do depends on modeling.” - David PerlaDavid Perla gave us a fascinating look into the world of legal finance and how modeling plays a critical role in managing complex litigation risk. His knowledge revealed how finance principles, AI tools, and human judgment all intersect in this unique investment space. From non-recourse funding to Monte Carlo simulations, this episode showcased the depth of modeling required in high-stakes legal decision-making.Follow Dave:LinkedIn - https://www.linkedin.com/in/davidperla/Website - https://www.burfordcapital.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376 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: [01:12] - Welcome to the episode[03:37] - Defining Legal Finance[04:53] - Typical Legal Finance Timeline[07:56] - Structuring Deals with Non-Recourse Funding[11:17] - Modeling Risk with Monte Carlo Simulations[16:32] - High-Stakes Legal Deal Sizes[21:34] - Predictable vs. Rational Behavior in Modeling[26:02] - Data Transparency in Insurance vs. Legal Finance[32:31] - Tools of the Trade: Excel, Python & More[39:44] - Future of Excel, AI, and Model Confidence[41:32] - Strategic Decision-Making and Wrap-Up

In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.Expect to Learn:How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Here are a few quotes from the episode:"Every industry is different; you can’t use the same assumptions for all goods under tariffs." - Karan Sood"Stay calm, don’t make decisions too quickly. Information is constantly changing." - Karan Sood"The key to managing tariffs is creating a flexible pricing model that can adapt quickly to new developments." - Karan SoodKaran Sood shared meaningful strategies for managing the complexities of tariffs in today’s global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Karan:LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=caWebsite - https://substack.com/@karansoodFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It’s the smartest way to compare your options, find the right fit, and get exclusive discounts. Show your commitment to FP&A and take your skills to the next level. Explore now at https://www.thefpandaguy.com/fpa-certificationsEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:08] - Introduction of Episode[03:12] - Karan’s Journey into Pricing[06:53] - The Global Impact of Tariffs[12:13] - Why One-Size-Fits-All Doesn’t Work[16:24] - Managing the Impact of Tariffs[20:06] - Building Flexible Pricing Models[27:03]-  Smart Pricing Strategies[33:15] - Transparency with Consumers[34:34] - Cross-Department Collaboration[40:02] - Book recommended by Karan

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

In this special episode of Financial Modeler's Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.Expect to Learn:How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Here are a few quotes from the episode:"Every industry is different; you can’t use the same assumptions for all goods under tariffs." - Karan Sood"Stay calm, don’t make decisions too quickly. Information is constantly changing." - Karan Sood"The key to managing tariffs is creating a flexible pricing model that can adapt quickly to new developments." - Karan SoodKaran Sood shared meaningful strategies for managing the complexities of tariffs in today’s global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.Follow Karan:LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=caWebsite - https://substack.com/@karansoodFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376 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: [02:08] - Introduction of Episode[03:05] - Karan’s Journey into Pricing[06:45] - The Global Impact of Tariffs[12:05] - Why One-Size-Fits-All Doesn’t Work[16:00] - Managing the Impact of Tariffs[20:04] - Building Flexible Pricing Models[23:09] - Transparency with Consumers[28:46] - Short-Term vs. Long-Term Strategy[34:34] - Cross-Department Collaboration[39:06] - Book recommended by Karan

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) speaks with Alfredo Kinanga and Jihane Mochamad, two graduates of the Certified Global FP&A Certificate Program (CGFPAC). They share why they chose the program, the key takeaways that shaped their professional growth, and how the course helped them sharpen both technical and soft skills. From business partnering and financial modeling to data storytelling and AI, their experiences offer practical insight for anyone considering an FP&A certification or looking to elevate their career in finance.Alfredo Kinanga is a finance and trade marketing professional with 14+ years of experience in accounting, planning, and commercial finance.He’s passionate about driving business growth and using FP&A to connect strategy and execution. Jihane Mochamad is a CPA from Canada with over 10 years in payroll, financial reporting, and budgeting.She works in the senior living industry, focusing on automation and preparing for the future of finance.Expect to Learn:What Alfredo and Jihane gained from the strategy and AI modulesHow financial modeling and data storytelling helped transform their workThe power of co-creation and business partnering in FP&AWhy communication, empathy, and stakeholder relationships are must-have skillsHow the program helped them reconnect with foundational finance knowledgeHere are a few relevant quotes from the episode:“Strategy gave me a big picture view, even from a payroll position.” - Jihane Mochamad“FP&A is about empathy, collaboration, and understanding the business.” - Paul Barnhurst“Data storytelling taught me how to present insights with clarity.” - Alfredo KinangaAlfredo and Jihane brought energy, honesty, and real-life examples to this episode, sharing how the Certified Global FP&A Program helped reshape their careers and perspectives. From strengthening their technical and soft skills to embracing AI and strategy, their stories show what’s possible when you invest in your own development and approach FP&A with curiosity and collaboration.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alfredo:LinkedIn - https://www.linkedin.com/in/alfredo-kinanga/?trk=org-employees&originalSubdomain=aoFollow Jihane:LinkedIn - https://www.linkedin.com/in/jihane-mochamad/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It’s the smartest way to compare your options, find the right fit, and get exclusive discounts. Show your commitment to FP&A and take your skills to the next level. Explore now at https://www.thefpandaguy.com/fpa-certificationsExplore the resources and discounts available:FPAC Program from Association of Financial Professionals (AFP)Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of FP&A from Wharton Online and Wall Street Prephttps://secure.enroll.wharton.wallstreetprep.com/referral/Use Code: THEFPAGUY300 – $300 Program DiscountCertified Global FP&A Professional (CGFPA) | FP&A ProfessionalsUse Code: FPAGUY - $200 Program DiscountFinancial Modeler's Corner Podcast - FMICode: Podcast for a 15% Program DiscountCorporate Finance Institute (CFI) ProgramsFinancial Modeling & Valuation Analyst (FMVA)Code: FPAGUY30 for a 30% discount on the FMVA and FP&A Specialization programsFP&A specializationCertification in Financial Planning & Analysis Modeling (CFPAM™) | Wall Street PrepEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:20] - Meet Alfredo and Jihane[04:08] - What Makes Great FP&A[06:10] - Discovering the CGFPAC Program[12:35] - Alfredo’s Biggest Takeaway[16:23] - Co-Creation in Finance[18:36] - Jihane’s Shift Toward FP&A[23:56] - Favorite Course Modules[30:32] - AI Section Highlights[33:33] - Advice for Future S

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Joyce Li, a CFA, AI strategist, and former investor. Joyce shares her journey from managing multi-billion dollar portfolios to advising businesses on AI strategy and governance. She offers a thoughtful take on how AI is transforming decision-making, the importance of trust in technology, and why being human in a tech-driven world still matters more than ever.Joyce Li is a CFA, board director, AI strategist, and entrepreneur with a background in managing multi-billion dollar investments and advising corporate leaders. With an MBA from Wharton and a master's in computer science, she bridges the worlds of finance and technology. Joyce is a recognized voice in AI and advises companies on how to develop practical, trusted AI strategies for long-term value.Expect to Learn:How Joyce transitioned from finance and investing into AI strategyWhy trust and governance are essential for AI adoptionHow SMBs and large companies can adopt AI more effectivelyTips for building AI readiness in your companyWhy generative AI adoption is moving faster than past tech wavesWhy “human in the loop” matters now more than everJoyce Li brought clarity, experience, and a grounded view on what it really takes to adopt AI in a meaningful way. From building trust and transparency to thinking critically about end goals, her perspective helps bridge the gap between tech hype and business value. Whether you're leading a large company or a growing startup, Joyce’s insights make it clear: real AI success starts with the right questions and ends with thoughtful execution.Follow Joyce:LinkedIn - https://www.linkedin.com/in/sjoyceli/Website - https://averanda-ai.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] - Intro and Guest Welcome[01:04] - Joyce’s Shift Into AI[03:46] - Guiding Leaders on AI Strategy[06:42] - Lessons from an AI Startup[09:24] - Trust and AI in Finance[11:07] - Why Governance Matters in AI[12:57] - Replacing Legacy Tech[15:00] - AI Myths in Small Business[16:32] - Enterprise Hesitation with AI[17:58] - Speed of Generative AI Adoption[19:53] - Final Thoughts and Takeaways

In this episode of Financial Modeler's Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes Carl Olson, a seasoned finance leader with over two decades of experience in FP&A, consulting, and startup finance. Carl discusses the nuances of financial modeling in both startups and large companies, sharing war stories, practical frameworks, and the lessons learned from building models that drive real business decisions. Whether it's simplifying startup forecasts or navigating layers of corporate planning, Carl emphasizes the importance of context, communication, and staying aligned with business partners.Carl Olson is a finance consultant and strategic advisor with more than 20 years of experience in FP&A, startup modeling, and enterprise finance. His background includes roles at Jamba Juice, Yelp, Unity, and several startups. Carl specializes in building operating and strategic models, guiding fundraising efforts, and helping businesses link financial modeling to real-world execution.Expect to Learn:How financial models differ for startups vs. large companiesWhy listening to business partners is essential for model effectivenessHow to test assumptions when historical data is limitedThe danger of over-automation in modelingWhat makes a model usable vs. impressiveHere are a few quotes from the episode:“If your sales model shows unrealistic rep productivity, that’s a red flag.” - Carl Olson“Meet your business partners where they are, not where you want them to be.” - Carl Olson“Use industry benchmarks, but know your secret sauce.” - Carl OlsonCarl Olson shared honest and practical insights from years of building financial models across startups and large companies. He reminded us that the real value of a model comes from how well it supports decision-making and helps the team move forward. His approach to keeping things simple, clear, and business-focused is something every finance professional can learn from.Follow Carl:LinkedIn - https://www.linkedin.com/in/olsoncarl/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:12] - Introduction of Episode[02:02] - Carl’s Worst Modeling Experience[06:43] - Rebuilding a Model from Scratch[10:36] - Startup vs. Corporate Modeling[12:57] - Big Data to Startup Forecasting[15:09] - When Mistakes Go Unnoticed[22:42] - Finding Gaps Through Modeling[29:41] - Using Excel for Personal Life[30:47] - Carl’s Favorite Excel Shortcuts[33:32] - Rapid Fire: Tools, Preferences, and Advice[36:24] - Avoiding the VBA Trap and Growing in Your Career[40:38] - Carl’s Closing Advice for Financial Modelers

In this episode, host Paul Barnhurst (aka The FP&A Guy) sits down with Dan Cotoia and Anh Tran, two accomplished finance professionals who recently completed the FP&A Certificate Program from Wharton Online in collaboration with Wall Street Prep. They share their reasons for enrolling, how the program supported their career growth, and what aspiring FP&A professionals can expect. From personal career pivots to practical tools and concepts, this conversation offers a clear and relatable look at the value of formal training in today’s finance landscape.Dan Cotoia is a Senior Finance Director in the pharmaceutical industry with 18+ years of FP&A experience across commercial finance, R&D, and cost accounting.Anh Tran is a finance professional with a background in investment banking and regulatory finance, recently returning to corporate finance after completing the Wharton FP&A Certificate Program.Expect to Learn:Why Dan and Anh chose the Wharton FP&A Certificate over other programsWhat makes the program stand out, from live interaction to practical contentKey takeaways they applied directly to their jobsHow much time you’ll actually spend on the courseworkHow the program supports career transitions and networkingThe role of AI and Power Query in modern FP&A trainingHere are a few relevant quotes from the episode:“The AI module helped me see where FP&A is heading. It’s not just Excel anymore.” - Dan Cotoia“It’s not just about learning concepts, it’s about connecting with others who live FP&A every day.” - Anh TranDan Cotoia and Anh Tran shared honest, practical experiences about completing the Wharton FP&A Certificate Program.Their stories show how structured learning and the right tools can make a real difference in everyday finance work.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Dan:LinkedIn -  https://www.linkedin.com/in/dancotoia/Follow Anh:LinkedIn - https://www.linkedin.com/in/anh-tran-fpna-ccar-ppnr/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It’s the smartest way to compare your options, find the right fit, and get exclusive discounts. Show your commitment to FP&A and take your skills to the next level. Explore now at https://www.thefpandaguy.com/fpa-certificationsExplore the resources and discounts available:FPAC Program from Association of Financial Professionals (AFP)Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of FP&A from Wharton Online and Wall Street Prephttps://secure.enroll.wharton.wallstreetprep.com/referral/Use Code: THEFPAGUY300 – $300 Program DiscountCertified Global FP&A Professional (CGFPA) | FP&A ProfessionalsUse Code: FPAGUY - $200 Program DiscountFinancial Modeler's Corner Podcast - FMICode: Podcast for a 15% Program DiscountCorporate Finance Institute (CFI) ProgramsFinancial Modeling & Valuation Analyst (FMVA)Code: FPAGUY30 for a 30% discount on the FMVA and FP&A Specialization programsFP&A specializationCertification in Financial Planning & Analysis Modeling (CFPAM™) | Wall Street PrepEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:05] - Dan and Anh’s Backgrounds[06:33] - Defining Great FP&A[10:31] - Why Anh Chose Wharton[15:55] - Team Reaction to Dan Upskilling[17:47] - Cohort and Community Experience[24:27] - Anh’s Takeaways and Connections[27:29] - Dan’s Practical Learnings[31:44] - How Anh Built Her FP&A Network[38:51] - Favorite Modules and Tools[50:16] - Key FP&A Skills Today

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks. Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master’s in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.In this episode, you will discover:How Joyce’s background in finance led her to focus on AIThe real challenges businesses face when adopting AIWhy trust is crucial when introducing AI into decision-makingThe speed at which AI is changing business modelsHow to build a successful AI strategy without getting lost in the techWhy businesses need to focus on their goals before diving into AI toolsJoyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making. Follow Joyce:LinkedIn - https://www.linkedin.com/in/sjoyceli/Website - https://averanda-ai.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:46] - Welcome to the Episode[04:02] - Shifting Focus to AI Strategy[10:52] - Lessons from Co-Founding an AI Platform[12:42] - Building AI with Limited Resources[16:12] - Generative AI and the Future of Robo-Advisors[20:44] - AI’s Role in Startup Growth[23:23] - Why Startups Are Winning Big Clients[25:03] - Redesigning Workflows for the Future[32:26] - Why Big Companies Hesitate[38:24] - Describe AI’s Personality[42:58] - Wrapping Up the Conversation

In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Dave Hallwood, a finance director and certified financial modeler, for a practical and candid conversation about real-world modeling in the retail industry. From managing day-to-day operations in a fast-growing fashion retail group to navigating insolvency and restructuring, Dave shares the hard-earned lessons that have shaped his approach to modeling, decision-making, and leadership. Dave Hallwood is the Finance Director of a group of independent fashion retailers in the UK. After spending years in retail and hospitality management, Dave transitioned into finance in his 30s, becoming a fellow of ACCA and earning his Certified Financial Modeler (CFM) designation from the Financial Modeling Institute. With a passion for practical financial modeling, Dave has built and managed models for nearly every scenario a small retailer can face, from budgeting and forecasting to store openings, closings, and insolvency planning. Expect to Learn:How to model retail cash flow when weather drives salesThe importance of simplicity and storytelling in financial modelsWhat it’s like to manage an insolvency and restructure a businessWhy Dave believes gut instinct still plays a big role in decision-makingHow Dave uses modeling to support store openings, closures, and growthPractical advice for switching into a finance career later in lifeHere are a few quotes from the episode:"Financial models help guide the business, but people and relationships still make it work.""The best decision is often a balance between what the model says and what feels right.""No matter how great the numbers look, if your gut says no, listen."Dave Hallwood shares what it’s really like to model for a retail business. From managing cash flow swings to making tough calls during insolvency, he brings a grounded, real-world perspective. Dave reminds us that models should support decisions, not replace them. It’s a must-listen for anyone juggling numbers and navigating uncertainty.Follow Dave:LinkedIn - https://www.linkedin.com/in/david-hallwood-fcca-cfm-87270449/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:31] - Welcome to the episode[03:45] - Inheriting a messy Excel model[06:17] - Why Dave switched careers in his 30s[10:13] - Life as a finance lead in retail[14:16] - Forecasting cash flow in a seasonal business[18:54] - How to model each store differently[26:58] - Lessons from an insolvency and business rescue[32:59] - Why Dave supports the FMI community[40:01] - Horizontal or Vertical Modeling Preferences[42:23] - Gut vs. model: what really drives decisions[44:36] - Closing Reflections with Dave

In this episode Host Paul Barnhurst (aka The FP&A Guy) sits down with Elias Apel, the CEO of Lucanet, to explore the evolving landscape of financial planning and analysis. From transforming the Office of the CFO with AI to driving strategic acquisitions, Elias shares how he’s leading Lucanet through hypergrowth and innovation while staying grounded in customer-centric leadership.Elias Apel is the CEO of Lucanet, a global provider of “Office of the CFO” software solutions for enterprises and SMEs. Founded in 1999, Lucanet offers tools for financial planning, consolidation, ESG reporting, tax compliance, and treasury management. The company supports nearly 6,000 customers in over 50 countries, with offices across Germany, Europe, the UK, Asia, and North America. Elias previously served as Lucanet’s CFO and VP of International Go-to-Market. He is also the co-founder of Argonas Corporate Finance Advisors, specializing in complex M&A and financing transactions.Expect to Learn:What makes FP&A truly impactful and strategicHow to build trust across finance functionsLeveraging AI to boost financial operationsTransitioning from advisor to successful CEOIntegrating data analytics under finance leadershipStrategy behind Lucanet’s acquisition of CausalHere are a few relevant quotes from the episode:"Communication is the most important soft skill for any finance business partner.""Data analytics is the number one technical skill FP&A professionals should master today.""A modern CFO needs to be commercially minded, not just financially accurate."Elias Apel shares valuable knowledge on leading through transformation, leveraging AI, and redefining the role of the CFO. He emphasizes the importance of trust, data-driven decision-making, and staying customer-focused. Whether you're in FP&A or executive leadership, his journey offers inspiration for building an agile, future-ready finance team. Operators Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Elias:LinkedIn - https://www.linkedin.com/in/eliasapel/Website - https://www.lucanet.com/en/solutions/extended-planning-and-analysis/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:51] - Introduction to the Episode[03:34] - Defining Great FP&A[09:18] - From M&A Advisor to CEO[14:49] - Shifting from Operator to Strategic Leader[19:31] - Why Roles Beyond Finance Matter[25:36] - Embedding Data to Empower Finance Teams[27:26] - The Evolving Role of the CFO[35:51] - The Thinking Behind Lucanet’s M&A Strategy[47:31] - Top Technical Skill for FP&A Professionals[54:01] - Final Thoughts and Career Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.Expect to Learn:How digital avatars are revolutionizing financial educationWhy traditional institutions struggle with tech adoptionThe power of combining AI agents and personalized contentHow Geoff is building a fully AI-generated financial podcastWhat the future holds for AI in finance, training, and recommendationsIn this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.Follow Geoff:LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalystWebsite - https://theinvestmentanalyst.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:12] - Starting the Platform[03:30] - Digital Avatars and AI[05:25] - AI Agents in Action[07:12] - Personalized AI Experiences[08:45] - AI-Generated Podcast[10:53] - Managing AI Risks[11:38] - Favorite Tech Tools[13:18] - AI Recommendations[14:10] - Final Thoughts

In this episode of Financial Modeler's Corner, host Paul Barnhurst welcomes Myles Arnott, co-founder of Full Stack Modeller and founder of Clarity Consultancy Services. Myles shares his 25+ year journey in Excel, his philosophy of keeping things simple, and how structured design and tools like Power Query have transformed his approach to modeling. He also opens up about taking the FMI Advanced Financial Modeler (AFM) exam and co-building a global modeling community.Myles Arnott is a CMA-qualified accountant, Excel trainer, and fractional finance director. He leads Clarity Consultancy Services and co-founded Full Stack Modeller, a platform built to provide finance professionals with a full toolkit of modern Excel and modeling skills. Myles blends operational finance experience with teaching, making complex modeling concepts accessible through real-world insights and practice.Expect to Learn:The power of simplicity in model designHow to effectively prepare for the AFM examBest practices for managing data flow in ExcelWhy Power Query is one of Excel’s most powerful toolsHow Full Stack Modeler is helping professionals level up in financeThe value of designing with clarity and reviewing with confidenceMyles’s journey from complex automation to clean, intuitive spreadsheetsHere are a few quotes from the episode:Spreadsheet risk skyrockets when models are messy and undocumented.”- Myles Arnott“If your data flows are poor, your insights will be too.”- Myles Arnott“Power Query changed everything for how we manage data in Excel.”- Myles ArnottIn this episode, Myles Arnott shares how clarity, consistency, and structure create better financial models. He emphasizes the importance of design thinking, simplifying complexity, and continuously developing your skills. Whether you're preparing for the AFM or just want to clean up your modeling, Myles’s advice will guide you toward modeling excellence.Follow Myles:LinkedIn - https://www.linkedin.com/in/mylesarnott/Website - https://www.fullstackmodeller.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:39] - Episode Introduction[02:49] - Worst Financial Model Mistakes [07:55] - Leadership and AFM[13:26] - Balancing Under Exam Pressure[19:17] - Full Stack Origins[23:01] - MVP Antics and Office Fun[27:04] - Simplifying Systems and Processes[31:13] - Power Query Tips[36:37] - Career Lessons Learned[46:09] - Advice to Aspiring Modelers

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka the FP&A Guy) welcomes Glenn Snyder, a seasoned FP&A leader with over 20 years of experience. Glenn shares insights on financial planning and analysis, leadership strategies, and building effective business partnerships. He discusses the keys to driving business impact, managing teams, and navigating career growth in FP&A.Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness.Expect to Learn:The key elements of great FP&A and how it drives executive decisionsHow to balance company goals with employee career developmentStrategies for building strong business partnerships in FP&AThe role of automation and efficiency in FP&A reporting and analysisHow to successfully transition into a new leadership roleOvercoming resistance from business leaders and earning trust in financeThe importance of storytelling and data visualization in financial reportingHere are a few relevant quotes from the episode:“The best leaders give credit to their teams and create opportunities for them to shine.” - Glenn SnyderYour career growth is your responsibility. Stay curious, stay connected, and keep learning.” - Glenn Snyder“You don’t have to be the smartest person in the room, but you must be the most adaptable.” - Glenn SnyderIn this episode, Glenn Snyder shared his expertise on what makes FP&A impactful, how to lead finance teams, and the importance of strong business partnerships. He emphasized that great FP&A professionals don’t just report numbers, they drive decisions, build trust, and continuously improve processes. Being proactive, investing in relationships, and focusing on delivering insights, not just reports, are key. Success in FP&A comes from adapting, influencing, and always adding value.Operator’s Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode[01:39] - Introduction to the Episode[04:12] - What Great FP&A Looks Like[09:17] - Transitioning to Leadership[14:49] - Balancing Change in a New Role[18:20] - Early Leadership Challenges[23:36] - Flexibility in FP&A[27:03] - Playing Sponge[34:16] - Managing Career Growth[46:51] - The #1 Technical Skill for FP&A[59:32] - Great Advice for FP&A

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies.Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.In this episode, you will discover:How AI powered digital avatars are transforming financial educationWhy traditional financial institutions struggle to keep up with tech innovationThe role of AI agents in real time investment advice and analysisHow banks like JP Morgan are integrating AI into their operationsThe ethical and reputational risks of AI generated financial contentIn this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry.Follow Geoff Robinson:LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalystWebsite - https://theinvestmentanalyst.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:55] - Introduction to the Episode[06:39] - Innovation Challenges in Finance[10:49] - AI in Financial Training[15:16] - AI Avatars in Advisory Services[19:36] - AI in Investment and Risk[22:19] - AI-Generated Podcasts[26:50] - Managing AI Risks and Reputation[37:08] - Lessons Learned and Final Thoughts[48:55] - Main Takeaway

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Emma Chieppor, founder of Excel Dictionary, a social media-driven Excel education platform with over 9 million followers. Emma shares her journey from being an actuary to becoming one of the most influential Excel educators online. She discusses the power of Excel, the challenges of running a business, and how short-form content transformed Excel learning for millions.Emma Chieppor started her career as an actuary before launching Excel Dictionary, a platform dedicated to providing quick and practical Excel tips. Through social media, Emma has built a massive following by sharing 30-second Excel tutorials. Her expertise has helped professionals worldwide enhance their Excel skills efficiently.Expect to Learn:How Emma transitioned from actuary to Excel influencerThe challenges of learning Excel while starting a corporate job during COVIDWhy pivot tables in financial models can be a nightmareHow Emma grew her social media following to over 9 million in less than a yearThe most underrated Excel shortcuts that can save hours of workHere are a few quotes from the episode:“I had never really used Excel before my first job, so I had to teach myself from scratch.”There’s no secret formula for social media. Just post good content and stay consistent.”“If you’re learning Excel, repetition and practice are key.”In this episode, Emma Chieppor shared her journey from actuary to Excel influencer, emphasizing consistency, hands on learning, and creativity in Excel. She highlighted the power of shortcuts, automation, and social media in making Excel more accessible. Excel is more than a tool; it is a platform for innovation and efficiency. Keep learning, stay curious, and master the skills that set you apart!Follow Emma Chieppor :LinkedIn - https://www.linkedin.com/in/emma-chieppor-excel-dictionary-261444235/Website - https://excel-dictionary.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:30] - Introduction to the episode[03:09] - Worst Financial Model Mistakes – Avoiding Pivot Tables[06:43] - Emma’s Background from an Actuary to an Excel Star[09:03] - How COVID Led to the Creation of Excel Dictionary[13:04] - Emma’s Journey to One Million Plus Followers[17:49] - The Importance of Consistency in Content Creation[28:23] - Rapid-Fire Excel Questions on Excel Features

In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) sits down with Jeff Casale and Rich Wagner to explore the role of Financial Planning & Analysis (FP&A). They discuss how AI, external data, and continuous planning are transforming the industry, making FP&A a more strategic function. The conversation covers the power of AI-driven forecasting and how businesses can leverage external economic indicators to gain a competitive edge.Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy.Expect to Learn:How AI is transforming financial planning, reducing manual work, and improving decision-making.Why integrating external data is essential for more accurate forecasting and risk management.Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm.How CEOs and finance leaders rely on FP&A teams for strategic decision-making.How finance professionals can improve their skills and become more valuable business partners.Here are a few relevant quotes from the episode:“AI is revolutionizing FP&A by reducing manual work and improving time-to-value.” - Rich Wagner“The companies that embrace continuous planning will be the winners in their industries.” - Jeff Casale“External data helps FP&A teams anticipate risks, not just react to them.” - Rich WagnerThis episode reinforced the idea that FP&A is evolving into a strategic powerhouse. AI, external economic data, and real-time forecasting are changing how companies plan, react, and make decisions. FP&A professionals must develop both technical and strategic skills to stay relevant.Operator’s Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jeff:LinkedIn - https://www.linkedin.com/in/jeffreycasale/Board- https://www.board.com/Follow Rich:LinkedIn - https://www.linkedin.com/in/rich-wagner1/Prevedere - https://prevedere.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:49] - Welcome & Guest Introductions [03:53] - What Does Great FP&A Look Like?[06:22] - Why Enter the FP&A Software Space?[08:05] - Acquiring Prevedere: The Strategy Behind It [14:28] - How External Data Improves Forecasting [18:54] - How AI is Changing FP&A [24:29] - How FP&A Teams Can Start Using External Data [33:57] - The Shift to Continuous Planning [41:50] - FP&A’s Role in Leadership & Decision-Making [47:48] - The #1 Skill for FP&A Professionals [56:33] - Who Would You Swap Jobs With? [59:53] - Final Thoughts & Where to Learn More

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI’s rise, OpenAI’s new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals.In this episode, you will discover:How Perplexity AI is competing with ChatGPT and Gemini in AI-powered searchThe impact of AI-driven networking tools like Boardy on business connectionsOpenAI’s AI agent pricing and why some models cost up to $20,000 per monthThe AI browser wars and Perplexity’s challenge to Google and MicrosoftHow finance professionals can use AI to enhance efficiency and decision-makingAI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it’s leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode:[00:32] - Perplexity AI’s rise and its impact on AI-powered search[04:19] - Boardy’s AI networking tool and its implications for professionals[05:51] - The risks of AI-generated content and best practices for using AI[16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting[18:53] - Deep Research AI and how finance professionals can use it [28:52] - Final thoughts on AI adoption in finance 

In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes Sean Mooney, a senior financial consultant specializing in automated financial modeling for professional services. Sean shares his journey from accounting to financial modeling, the challenges of revenue forecasting for law firms, and the power of Excel automation. Sean Mooney is the founder of SJ Finance, a consultancy specializing in financial modeling automation for professional services firms. With 12+ years of executive finance experience in the UK and Australia, Sean has built financial models that have helped businesses secure millions in funding. He is an expert in Power Query, Excel automation, and M&A financial modeling, helping companies save up to 75% of reporting time through smart automation.Expect to Learn:How Sean transitioned from accounting to financial modelingThe role of Power Query in automating financial modeling processesKey revenue forecasting challenges in law firms and service businessesWhy scenario planning is critical for financial modelsHow financial modeling influences business strategy and decision-makingHere are a few quotes from the episode:“Law firms have long cash cycles, so tracking work-in-progress (WIP) is absolutely critical.”“Debt financing can sometimes be a better alternative to private equity, but many business owners don’t realize that.”“The biggest risk in a financial model? A black hole of stagnant WIP that never turns into revenue.”In this episode, Sean Mooney shared his expertise on how automation, Power Query, and strong forecasting techniques can transform financial models from static spreadsheets into dynamic decision-making tools. He advises financial modelers to stress-test their models, embrace automation, and always keep learning.Follow Sean:LinkedIn - http://www.linkedin.com/in/sean-mooney-sjfCompany - https://sjfinance.co.uk/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:24] Introduction to the Episode[06:55] Sean’s Passion for Financial Modeling [09:45] Guiding Clients on Financial Decisions [15:30] Revenue Forecasting for Law Firms[24:38] The Potential of Power Query [30:04] Sean’s Favorite Excel Shortcuts & Tips [31:39] Excel Nerd Moment[34:18] Rapid-Fire Questions[37:53] Final Advice for Financial Modelers

In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) welcomes Albert Ramos. He shares his thoughts about financial planning and analysis (FP&A), the role of AI in finance, and how businesses can leverage predictive analytics to make better strategic decisions. They also discuss pricing strategy, AI adoption, and the growing importance of financial professionals transitioning into advisory roles. Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies. He is a strong advocate for mental health awareness in high-pressure industries, emphasizing how AI can help reduce stress and improve efficiency.Expect to Learn:How AI and predictive analytics are shaping the future of finance.Why businesses often get pricing wrong and how FP&A can help fix it.How AI and agent-based automation are streamlining financial processes.Transitioning into a strategic business partner and the key skills required.How AI tools can help reduce anxiety, stress, and improve work-life balance.Here are a few relevant quotes from the episode:“AI won’t replace finance professionals, but those who use AI will replace those who don’t.”“AI can enhance financial modeling, but the human element of strategic thinking is irreplaceable.”“Companies that ignore AI today will be struggling to catch up in the next two years.”Albert explains how AI is revolutionizing finance, why pricing strategy is critical for business success, and how finance professionals can future-proof their careers by evolving into strategic advisors. He also shared an important perspective on mental health, emphasizing how AI can help reduce stress by automating repetitive tasks, allowing finance professionals to focus on higher-value work.Operator’s Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Albert:LinkedIn - https://www.linkedin.com/in/albertramosjr/Company - https://www.strategointel.com/Email - [email protected] Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:38] - Meet Albert Ramos[04:16] - What Makes Great FP&A?[06:56] - Pricing Strategy Mistakes & Best Practices[15:20] - Albert’s Experience in Fitness Industry[19:08] - Going Full-Time as a Fractional CFO[23:19] - AI tools and agentic workflows[28:06] - The Future of AI in FP&A[41:43] - AI’s Impact on Mental Health & Work-Life Balance[48:08] - How to Get Started with AI in Finance[51:46] - FP&A Quickfire Questions[01:00:10] - Where to Find Albert Ramos

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.In this episode, you will discover:How AI is revolutionizing Excel and what that means for finance professionals.The role of AI in data cleansing and automation, making finance and analytics work more efficient.Why the best coders may not be the most valuable team members in the future of finance.Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI.As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.Follow Tom:LinkedIn - https://www.linkedin.com/in/tomhinkleclt/Website - https://excel-cafe.teachable.com/Minesweeper Game - https://www.thefpandaguy.com/new-page-3Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:46] - Introduction to the Episode[03:36] - Meet Tom Hinkle[06:07] - The Future of AI in Finance[11:53] - AI’s Impact on Excel and Financial Modeling[15:31] - The Skills Professionals Need in an AI-Driven World[24:02] - Building Minesweeper in Excel with AI[29:51] - Exploring Microsoft Copilot & AI Coding Assistants[33:07] - The Importance of Storytelling in Data Analytics[36:54] - Fun Segment & Tom’s Personal Quirk[40:53] - Closing Thoughts

In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka the FP&A Guy) sits down with Frank David, an expert at the intersection of corporate strategy, clinical medicine, and biotech research. They discuss the unique challenges of financial modeling in the biopharma industry, the importance of understanding patient populations, and how drug development strategy influences financial decision-making.Frank David is the Founder and Managing Director of Pharmagellan, a consulting firm specializing in biotech financial modeling and valuation. With a background as a physician scientist, Frank has extensive experience advising biopharma teams and investors. He also teaches at Tufts University and is the lead author of The Pharmagellan Guide to Biotech Forecasting and Valuation and The Pharmagellan Guide to Analyzing Biotech Clinical Trials.Expect to Learn:The unique challenges of financial modeling in biotech and pharma.Why "small percent of a big market" is a flawed valuation approach.How patient segmentation impacts drug development strategy.The importance of risk-adjusted modeling and scenario planning.How financial modeling supports strategic decision-making in biotech investments.Here are a few quotes from the episode:"Most early-stage biotech entrepreneurs don’t realize they need to think about who their patients actually are and what alternative treatments exist.""In drug development, forecasting is about managing uncertainty, not predicting exact numbers.""The clinical strategy and commercial strategy in biotech are so intertwined that modeling them separately can be misleading."This episode explored the complexities of biotech financial modeling. Frank shared why traditional financial modeling approaches don’t always work in the biotech industry and how strategic decision-making relies heavily on understanding patient needs, regulatory pathways, and risk assessment.Follow Frank:LinkedIn - https://www.linkedin.com/in/frank-s-david/Company - https://www.pharmagellan.com/Email - [email protected] - https://a.co/d/gf8SwzIFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:14] - Introduction to the Episode[02:02] - Meet Frank David [04:17] - Financial Modeling Horror Story [09:38] - Understanding Biotech Financial Models[13:57] - Biotech Forecasting and Valuation[18:15] - Where to Start When Analyzing a Drug Project [24:52] - Risk-Adjusted Modeling in Biotech [32:01] - Advice for Modelers in Biotech [40:56] - Fun & Rapid-Fire Questions[49:32] - How to Connect with Frank David

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling.Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teamsExpect to Learn:How AI is reshaping FP&A workflows and automating financial reporting.The role of AI-powered copilots in driving business efficiencies.Why change resistance in FP&A is common and how to overcome it.The future of Excel, Python, and automation in financial modeling.Practical advice for FP&A professionals to prepare for AI-driven changes.Here are a few relevant quotes from the episode:“One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.”“AI-driven tools should feel like an extension of your team, not an external system you have to fight against.”“When you start using AI for small tasks, you quickly realize how much time you’ve been wasting on manual work.”Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn’t going anywhere, but it’s getting smarter. AI isn’t replacing people, but it’s making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh:LinkedIn - https://www.linkedin.com/in/hughwcumming/Company - https://www.venasolutions.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:44] - Meet Hugh Cumming[02:53] - What Does Great FP&A Look Like?[06:27] - Hugh’s Early Start with Programming [09:38] - The Rise of AI in FP&A[14:44] - Vena’s Vision for AI in FP&A[19:28] - Managing AI Hallucinations & Building Trust[26:23] - Real AI Use Cases in FP&A[29:13] - Advice for FP&A Professionals on AI Adoption[32:42] - The Future of Excel & AI[35:18] - Rapid-Fire Questions[42:54] - Closing Thoughts & Where to Connect

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of Shilton Digital and a sought-after speaker, Adam brings interesting knowledge about the importance and role of AI in modern workplaces.Expect to LearnThe potential and limitations of AI-generated content in podcasts and mediaHow AI tools like Notebook LM can assist in decision-making and business analysisThe risks of AI models training on synthetic data and the potential for misinformationHow businesses can effectively integrate AI without fully outsourcing decision-makingThe future of AI-driven automation, including domain-specific AI agentsThe real value of AI lies not in outsourcing thinking, but in amplifying our ability to innovate, streamline, and create. As businesses navigate the digital transformation, the key isn’t just to adopt AI blindly, but to use it as a strategic partner. Follow Adam:LinkedIn - https://www.linkedin.com/in/adamshiltontech/Website - https://www.adamshilton.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:29] - Adam’s experiment with AI in comparing ERP systems.[02:29] - The Risks of AI-Generated Content [03:33] - AI Training on Synthetic Data[05:24] - Digital Data vs. Human Knowledge [07:23] - The Importance of Keeping AI Creative [08:36] - AI as a Support Tool, Not a Replacement [09:59] - The Future of AI Agents and Domain-Specific Models

In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free.Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless financial models, refining his approach through his "SIMPLE" modeling framework. Babatope is a certified AFM and FMVA and is passionate about making financial modeling more structured and effective.Expect to Learn:The importance of keeping financial models simple and structuredBabatope’s SIMPLE modeling framework and how it improves modeling efficiencyCommon financial modeling mistakes and how to avoid themHow to effectively audit financial models using the PAINS approachThe best industries for financial modeling and which ones are the most challengingHere are a few quotes from the episode:"A great financial model should be modular, meaning each calculation block is distinct and easy to read.""Most errors I find in financial models come from poor calculations and linking mistakes.""A well-structured financial model should be easy to read, navigate, and troubleshoot."Financial modeling isn't just about crunching numbers, it's about telling a story with data, making informed decisions, and ensuring accuracy at every step. Babatope’s SIMPLE framework and PAINS approach remind us that clarity and structure are just as important as technical skill. If you’ve ever struggled with a model that just wouldn’t balance, or spent hours troubleshooting an error, this episode is a must-listen. Follow Babatope:LinkedIn - https://www.linkedin.com/in/babatopesamuelagbeyo/Email - [email protected] Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:18] Introduction to the Episode[03:39] Financial Modeling Horror Story[05:28] Lessons from Working with David Brown [07:15] What It’s Like Working at Deloitte [09:48] The SIMPLE Framework [14:06] The Art of Teaching Financial Modeling[16:16] Preparing for the AFM Exam [21:16] The PAINS Approach to Auditing Models [24:20] Excel Shortcuts & Unique Modeling Use Cases [26:08] Biggest Career Lesson [28:58] Rapid-Fire Questions [33:38] Final Advice [34:46] Where to Connect with Babatope

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka "The FP&A Guy") sits down with Chris Walker to explore the intersection of finance, marketing, and sales. They break down why most companies struggle with measuring the return on go-to-market investments and how finance teams can step up to own and optimize this critical function. Chris shares his unconventional yet data-driven approach to revenue operations, highlighting how traditional marketing and sales attribution models are broken and what companies should do instead.Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.Expect to Learn:Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.How finance leaders can work more strategically with marketing and sales teams to drive profitable growth.The importance of rethinking attribution models and revenue operations frameworks.Why Chris believes that FP&A should play an offensive, not defensive, role in shaping business strategy.Here are a few relevant quotes from the episode:“Finance leaders need to stop looking at marketing as an expense and start seeing it as an investment portfolio.”“Marketing attribution models are fundamentally broken because they try to divide credit rather than measure impact.”“Go-to-market investments are often misallocated because finance and marketing don’t speak the same language.”In this episode, Chris Walker delivers a wake-up call to finance and revenue leaders, urging them to rethink how they measure and optimize go-to-market investments. If FP&A wants to drive better business decisions, it must stop looking at marketing as an expense and start managing it like an investment portfolio. By adopting a data-driven, strategic approach to go-to-market, finance teams can help their companies grow more efficiently and profitably.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Chris:LinkedIn - https://www.linkedin.com/in/chriswalker171/Company - https://www.passetto.com/Website - https://www.refinelabs.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:35] - Introduction to the Episode[03:33] - What Great FP&A Looks Like[04:43] - Why Go-to-Market Efficiency is Broken [07:23] - The Role of FP&A in Go-to-Market[11:01] - Rethinking Marketing & Sales Attribution [18:36] - The Shift from Growth-at-All-Costs to Efficiency[26:40] - Chris’s Companies & Their Mission[33:41] - Practical Steps To Better Understand Go-to-Market [41:06] - Evaluating Marketing Investments [48:10] - The Right Way to Measure Content Marketing[53:15] - Content Strategy for Business Growth [58:34] - Inbound And Outbound Marketing Strategies[01:10:47] - Final Thoughts & Wrap-up

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Andres Klaric, the co-founder and co-CEO of Fuse. In their conversation, Andres discusses common financial modeling mistakes, how startup models differ from corporate M&A models, and what investors truly look for when evaluating projections. He also shares firsthand experiences on navigating the fundraising process, balancing work ethic with personal life, and the strategic approach to scaling a company.Andres Klaric is the co-founder and co-CEO of Fuse, a next-generation loan origination system designed to streamline lending for financial institutions through self-serve customization, a low-code API builder, and personalized agent portfolios. Andres shares his journey from investment banking and private equity to launching a fintech startup that’s reshaping loan origination. He provides insights into financial modeling for startups, securing venture capital, and the critical lessons he’s learned from Wall Street.Expect to Learn:The biggest mistakes and horror stories in financial modeling.How startup financial models differ from corporate M&A models.The key factors venture capitalists look for in startup projections.Lessons from private equity and investment banking that shaped Andres as a CEO.The art of balancing complexity and simplicity in financial modeling.Here are a few quotes from the episode:“The biggest mistake in startup modeling? Overcomplicating things when simple assumptions will do.”“Modeling for investors and modeling for internal operations are two completely different things.”“A bad financial model won’t kill your startup, but a bad go-to-market strategy will.”This episode with Andres Klaric was packed with insights on financial modeling, fundraising, and the lessons learned from both Wall Street and the startup world. From the importance of keeping financial models simple to navigating investor expectations, Andres provided a masterclass on startup finance and strategic thinking. Hard work, strategy, and the ability to adapt will always outweigh an over-engineered spreadsheet. Follow Andres:LinkedIn - https://www.linkedin.com/in/andresklaric/Company: https://www.fusefinance.com/Follow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [02:59] - Worst Financial Model Horror Stories[08:57] - The Journey to Founding Fuse[11:53] - Lessons from Wall Street[18:07] - Financial Modeling for Startups[23:05] - How VCs Evaluate Startup Models[25:06] - Fundraising Strategies & Finding the Right Investors[32:07] - Rapid-Fire Financial Modeling Q&A[42:34] - Final Advice & Closing Thoughts

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) sits down with Ritu Saxena, a chartered accountant, career coach, and founder of Project Upgrade Her. Ritu shares insights on transitioning into business partnering, building a strong personal brand, and empowering women to elevate their careers with confidence.Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.Expect to Learn:Going beyond budgeting and forecasting to provide strategic insights.How to transition into business partnering and key skills required.Why it’s essential for career growth to build a strong personal brand.The power of networking and how it can open unexpected doors in your career.Strategies for advocating for yourself and stepping into leadership roles.Here are a few relevant quotes from the episode:“Meeting people where they are and speaking their language is what makes a great business partner.”“The ability to be concise and communicate the ‘why’ behind the numbers is an underrated but essential skill.”“Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.”Ritu shared invaluable advice on transitioning into business partnering, building a strong personal brand, and taking control of your career growth. She highlights the importance of advocating for yourself and never letting your job title define your potential.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ritu:LinkedIn - https://www.linkedin.com/in/ritusaxena1/Company - https://www.projectupgradeher.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:25] - Introduction to Ritu Saxena[04:04] - What Makes Great FP&A?[07:06] - Ritu’s Unconventional Career Path[11:51] - Project Upgrade Her: A Mission to Empower Women[16:51] - Breaking Into Business Partnering[24:52] - The Three Key Skills for Business Partnering Success[33:28] - Personal Branding for Career Growth[45:36] - Must-Have FP&A Skills[48:40] - Fun Segment: Getting to Know Ritu[52:31] - Final Advice from Ritu

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI advancements shaking up the finance and tech industries. They discuss China’s new AI model DeepSeek and the evolving landscape of AI-powered finance tools. The discussion breaks down what’s happening, what it means for businesses, and how finance leaders should navigate the AI revolution.In this episode, you will discover:The impact of DeepSeek, China's new AI model, on the global market and major tech stocks.The data security concerns surrounding AI tools, including the latest ChatGPT data breach.A discussion on Gemini 2, Google's AI model, and how it stacks up against competitors.The rise of AI productivity tools like Operator, Deep Research, and AI-powered finance assistants.Why CFOs and finance professionals must embrace AI now and how to integrate it effectively.AI is moving at an unprecedented speed, reshaping industries, markets, and the way we work. For finance professionals, the challenge is no longer if AI will play a role, but how to use it effectively. Whether it’s choosing the right tools, navigating security concerns, or leveraging automation, those who adapt will gain a competitive edge.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:27] - DeepSeek’s sudden market entry and its impact [03:44] - Data Security Concerns with AI[08:24] - Gemini 2 & AI Benchmarks[09:25] - Exploring New AI Productivity Tools[14:15] - Practical Advice for CFOs on adopting AI[16:14] - The Future of AI Automation & RPA for Everyone[17:26] - Wrapping Up & Looking Ahead

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with financial educator and author Brian Feroldi. They discuss the fundamentals of stock investing, financial modeling, and how to identify high-quality companies. Brian shares insights from his investing journey, his investing checklist, and his thoughts on valuation, competitive advantages, and the role of financial models in investment decisions.Brian Feroldi is a financial educator, investor, and author dedicated to demystifying the stock market. With nearly two decades of investing experience, Brian has written over 3,000 articles on stocks, personal finance, and investing. His best-selling book “Why Does the Stock Market Go Up?” explains market fundamentals in simple terms. Through his YouTube channel, social media presence, and educational content, Brian helps investors make smarter decisions by focusing on business quality, valuation, and long-term investing strategies.Expect to Learn:Why financial models depend on good assumptions and how they can be manipulatedThe biggest mistakes investors make and how to avoid themHow Brian analyzes financial statements and what metrics he prioritizesThe five key types of competitive advantages (EMOTs) in businessHow to build an investing checklist to guide stock selectionHere are a few quotes from the episode:“When I invest, I’m looking for businesses that can outperform even the most bullish expectations.”“Understanding where a company is in its business lifecycle is critical to valuation.”“The biggest mistake people make is using the wrong valuation model for the wrong type of company.”Brian’s emphasis on having a structured investing checklist, focusing on competitive advantages, and choosing the right valuation method for the right stage of a company’s lifecycle highlights the importance of strategy over speculation. If you're looking to improve your investing game, start by educating yourself, refining your process, and remembering that patience often wins the race. Follow Brian:LinkedIn - https://www.linkedin.com/in/brianferoldi/Website - https://www.brianferoldi.com/Email - [email protected] - https://www.youtube.com/brianferoldiytBook - https://a.co/d/3gS5JZLFollow Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:02] - Introduction to Guest Brian Feroldi[06:35] - Brian’s Investing Journey and Early Mistakes[10:19] - Brian’s Checklist for Evaluating Companies[15:41] - The Financial Statement Analysis[20:24] - Competitive Advantages (EMOTs)[29:50] - Advice to Begin Investing in the Market[31:20] - Common Investor Mistakes [33:51] - Valuation Models & Growth Cycles [41:36] - Final Advice & Book Recommendations [42:55] - Where to Find Brian

In this episode of FP&A Tomorrow, host Paul Barnhurst, known as "The FP&A Guy," welcomes returning guest Ron Monteiro. Ron is a seasoned finance professional turned author who shares highlights from his new book, Love Mondays!, which looks into finding joy in your work life, particularly in the finance and FP&A sectors. Together, they explore how mindset, workplace culture, and personal development play pivotal roles in career satisfaction.Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.Expect to Learn:The story behind Love Mondays! and how Ron transitioned from corporate finance to author.Why attitude and environment are equally important in finding fulfillment at work.Practical steps to identify your purpose using frameworks like Ikigai.How networking and mentorship can transform your career trajectory.Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.Here are a few relevant quotes from the episode:“A boss can make or break your experience early in your career, but as you grow, it’s the culture and mentors that shape you.”“Gratitude is a game-changer. It’s hard to be unhappy when you’re focused on what’s going well.”“Surround yourself with people who uplift you. The right network can open doors you didn’t even know existed.”It’s clear that loving your work and yes, even your Mondays is about more than just the role you’re in. It’s about your mindset, your environment, and the intentional steps you take toward fulfillment. Whether you're deep in FP&A or exploring a completely different path, Ron’s four-step framework offers a roadmap to not just surviving your workweek but truly thriving in it.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ron:LinkedIn - https://www.linkedin.com/in/ronmonteiro18/Check out Book: Love Mondays! - https://lovemondaysbook.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!Register today for free at https://bit.ly/4aLzEe0Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[01:29] - Introduction to the Episode & Guest[02:12] - Ron's Journey: From Kenya to Finance Leadership[04:12] - Inspiration Behind the Book - Love Mondays![05:13] - Do Finance Professionals Love Mondays?[07:55] - The Role of Bosses and Company Culture [10:09] - The Power of Networking and Building Career Resilience[14:08] - Burnout in FP&A and Taking Control[19:06] - The Four-Step Framework to Love Mondays![30:23] - Practical Advice for Career Shifts[43:57] - Final Thoughts & Where to Find Love Mondays!

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ben DeBow who is a trailblazer in technology efficiency and sustainability. Ben is at the forefront of helping businesses optimize their tech investments while balancing environmental impacts. His book, End of Abundance in Tech (Forbes Books, 2023), challenges conventional IT practices and advocates for a more sustainable, efficient approach to technology. Ben is a serial entrepreneur, author, and advocate for leveraging technology efficiently and sustainably. Through his companies, Fortified Data and Fortified, he helps organizations streamline data management and tech investments. Ben also hosts the Tech Evaluation podcast, where he discusses pressing tech challenges with industry leaders. With dual degrees in Information Systems and Accounting from the University of Cincinnati, Ben bridges the gap between finance and technology, offering unique insights into how organizations can thrive in the digital age.In this episode, you will discover:How technology spending has shifted from 2-3% of revenue to a major line item in company budgets.The concept of “tech debt” and how it silently eats into company resources.Why understanding the true cost of digital services is critical for CFOs.The environmental impact of AI and cloud computing, and how efficiency can mitigate it.Practical strategies for aligning IT and finance teams for better ROI on tech investments.Ben’s knowledge highlights the importance of adopting an efficiency mindset, not just to control budgets, but to create sustainable, long-term value. By aligning IT strategies with business goals and fostering better communication between finance and tech teams, organizations can optimize their technology investments without compromising growth or sustainability. Follow Ben:LinkedIn - https://www.linkedin.com/in/bendebow/Website - https://bendebow.com/Company - https://fortified.com/End of Abundance in Tech - https://a.co/d/iu0FqG0Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:53] Ben DeBow’s background[04:44] The Rising Cost of Technology [07:12] Inefficiencies in IT Systems [11:43] Subscription Creep & SaaS Spending [14:12] Aligning Tech with Business Value [19:11] Environmental Impact of Technology [28:08] Fortified Data & SaaS Solutions [30:07] Future Trends in Tech Efficiency [34:51] Fun Questions for Ben [39:30] Conclusion and Final thoughts

In this episode of Financial Modelers Corner, host Paul Barnhurst, aka The FP&A Guy, looks into the transformative impact of Artificial Intelligence on financial modeling. The discussion explores how AI is reshaping the industry, the challenges and opportunities it brings, and what financial modelers can expect in the coming years.Kenny Whitelaw-Jones who is the founding partner at Gridlines joins the show. As a leading expert in project finance modeling, Kenny has played a pivotal role in shaping financial modeling standards globally. With over a decade of experience training blue-chip clients and developing complex models, he brings invaluable insights into how AI is poised to revolutionize financial modeling.Expect to Learn:How AI is expected to significantly impact financial modeling, with Kenny's recent industry survey.The current limitations of AI tools like ChatGPT in financial modeling and where they excel.How project finance modeling differs from other types of financial modeling, and why Kenny finds it exciting.The importance of soft skills and communication in the evolving role of financial modelers.The future skills financial modelers will need to stay ahead in an AI-driven world.Here are a few quotes from the episode:"In the future, the routine tasks will be automated, and modelers will focus more on strategic, value-adding activities.""Being a good modeler isn’t just about Excel skills. It’s about interpreting data and communicating results effectively.""The change AI brings is inevitable because as soon as we can imagine it, someone will figure out how to make it happen."As AI continues to evolve, it's clear that financial modeling is on the brink of a major transformation. Kenny Whitelaw-Jones shared not just the technical impacts we can expect from AI, but also how the role of financial modelers will shift toward strategic thinking, business interpretation, and effective communication. While tools like ChatGPT and Copilot are making waves, it’s the human element that will remain irreplaceable.Follow Kenny:LinkedIn - https://www.linkedin.com/in/kennywhitelawjones/Website - https://www.gridlines.com/Email - [email protected] Paul: Website - https://www.thefpandaguy.com  LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  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: [01:46] – Meet Kenny Whitelaw-Jones[02:35] – The Worst Financial Model Encountered[05:43] – Why Project Finance and Renewables?[10:04] – Survey for AI in Financial Modeling[14:58] – ChatGPT vs. Copilot [18:57] – Excel Innovations & the Future of Modeling [22:34] – The Future of Financial Modeling with AI[26:50] – Soft Skills & the Evolving Role of Financial Modelers[33:51] – Rapid-Fire Round[40:51] – Life Beyond Financial Modeling[43:48] – Final Thoughts & How to Connect with Kenny