The FP&A Guy Network

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

In this episode of FP&A Tomorrow, host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics.Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.Expect to Learn:The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.Lessons learned from leading finance during the pandemic.Key metrics for success in the distribution industry, including variable margin and truck utilization.Practical advice for accelerating budget processes and focusing on analytics that drive results.Here are a few relevant quotes from the episode:"The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull"Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull"A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew HullIn this episode, Andrew Hull shared a wealth of knowledge for FP&A professionals including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons. FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andrew:LinkedIn - https://www.linkedin.com/in/andrewhull4/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit 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[01:59] - Meet Andrew Hull[02:50] - Redefining Great FP&A[06:46] - Career Highlights in CPG[10:35] - Leading Finance at UNFI Canada[18:55] - Managing Inflation with Analytics[22:24] - The Art of Storytelling in FP&A[35:47] - Revolutionizing the Budget Process[51:20] - Beyond Work: Hobbies and Passions[58:07] - Closing Thoughts

In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.Expect to LearnWhy generative AI presents unique challenges for audit and compliance.How companies can implement AI while staying audit-ready and minimizing risk.The importance of “reperformance” and ongoing validation for AI systems.Real-world examples of companies navigating AI implementation in finance.Predictions for the future of audits, including real-time monitoring powered by AI.Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:09] – Challenges of Using AI in Auditing[01:11] – Current Gaps in Audit Guidance for AI[02:13] – The Role of Reperformance in AI Validation[03:28] – Balancing AI Adoption with Audit Risks[04:20] – Lessons from Real-World AI Implementation[06:15] – The Future of Finance and AI[06:32] – Final Thoughts and Key Takeaways

In this episode, host Paul Barnhurst aka The FP&A Guy looks into Excel expertise with Joel Steendam. Joel shares his global experiences, technical know-how, and practical advice to improve Excel proficiency and financial modeling outcomes. Their conversation covers Excel tools, design principles, and the importance of curiosity and cultural awareness in professional success.Joel Steendam is a global Excel expert and educator with a passion for helping professionals create better financial models. As a key member of PerfectXL, he develops software to improve spreadsheet quality, mitigate risks, and promote best practices in Excel. With a multicultural background and years of experience in financial modeling, Joel blends technical expertise with a deep understanding of how culture influences collaboration and problem-solving.Expect to Learn:Worst financial models and how to fix common spreadsheet issues.Why named ranges and documentation are essential in financial modeling.How Joel’s multicultural upbringing has shaped his professional approach and success.Practical advice on staying curious and learning new Excel skills.The role of tools like PerfectXL in auditing and improving spreadsheet quality for financial modeling.Here are a few quotes from the episode:"Even best practices, when misused, can have a massive negative impact on Excel models.""PerfectXL’s tools focus on mitigating risks and improving model quality by emphasizing structure and consistency.""If you build something on Monday that you don’t understand by Wednesday, you’re not building the right thing."Joel Steendam shared his expertise on improving Excel models, staying curious, and navigating the challenges of financial modeling. Financial models are powerful decision-making tools, but they’re only as effective as their structure and design allow them to be. Joel provided invaluable lessons for both beginners and experienced modelers on structure, documentation, and tools.Follow Joel:LinkedIn - https://www.linkedin.com/in/joel-steendam/Website - https://www.perfectxl.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: [01:49] - Introduction and Meet the Guest[02:49] - Horror Stories in Financial Models[04:28] - Key Takeaways from Bad Models[06:45] - Joel’s Global Background[10:18] - PerfectXL and Best Practices in Excel[14:56] - Staying Updated on Excel[18:03] - Advice for Beginners in Excel[29:14] - Balancing Excel’s Flexibility and Risks[36:12] - Fun Projects in Excel[38:38] - Rapid-Fire Questions[48:26] - Final Advice for Financial Modelers

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka "The FP&A Guy," provides a complete guide to FP&A certifications and programs. He offers valuable information into their structure, benefits, costs, and ideal candidates. The conversation covers leading certifications like the FPAC by AFP, Wharton’s FP&A Certificate Program, FMI’s Advanced Financial Modeler (AFM), and more. Paul provides discount codes for many of the programs in the show notes below. You can also find a complete written analysis of each certificate on his website: FP&A Certifications — The FP&A GuyWith a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement. Expect to Learn:A detailed comparison of leading FP&A certifications.Key differences between training programs and certification exams.Insights into lesser-known but impactful programs like the Certified Global FP&A Professional.Recommendations for financial modeling programs, including those from FMI and CFI.Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.Here are a few relevant quotes from the episode:"Certifications are not mandatory, but they can help you stand out in a competitive field.""Wharton’s FP&A Certificate Program is a great option for building both technical and interpersonal skills.""Most certifications will require a significant time investment, so choose the one that aligns with your goals."Certifications are valuable but they’re just one part of your professional journey. The real goal is to continuously enhance your skills, adapt to industry changes, and become an indispensable business partner. If you have questions or need guidance, feel free to reach out at https://www.thefpandaguy.com/fpa-certificationsFP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Explore the resources and discounts available:Certified Corporate FP&A Professional (FPAC) from Association of Financial Professionals (AFP) - FPAC ProgramThe longest-established FP&A credential that validates your expertise. Ideal for early-career professionals or those transitioning into FP&A. Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of FP&A from Wharton Online and Wall Street Prep - https://secure.enroll.wharton.wallstreetprep.com/referral/A cohort-based training program designed to build technical and soft skills, with networking opportunities and industry-leading instructors. Use Code: THEFPAGUY300 – $300 Program DiscountGlobal Certified FP&A Professional (CGFPA) from FP&A Professionals Institute (FPI) - Certified Global FP&A Professional (CGFPA) | FP&A ProfessionalsA six-month, live coaching program ideal for finance and accounting professionals. Accessible globally, with a strong foundation in core FP&A skills.Use Code: FPAGUY - $200 Program DiscountAdvanced Financial Modeler (AFM)  by Financial Modeling Institute - Financial Modeler's Corner Podcast - FMICertification focused on building integrated, best-practice financial models. Recognized as a gold standard for demonstrating modeling proficiency. Use Code: Podcast for a 15% Program DiscountCorporate Finance Institute (CFI) Programs The program offers certifications such as the Financial Modeling & Valuation Analyst (FMVA) and FP&A specialization. These focus on modeling and technical skills with flexible self-paced learning.Check it out at https://corporatefinancialinstitute.pxf.io/c/6003589/1951334/23723Financial Planning & Analysis Modeling (CFPAM) Program from Wall Street Prep - Certification in Financial Planning & Analysis Modeling (CFPAM™) | Wall Street PrepA cost-effective, self-paced program emphasizing budgeting and three-statement modeling. Best suited for those wanting targeted technical training.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.I

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper check out  the transformative potential of AI and its implications for businesses, especially in finance and compliance. With guest Jason Pikoos, the discussion unpacks the opportunities and risks associated with adopting generative AI. Jason shares his experience developing frameworks that guide companies in responsibly leveraging AI while maintaining agility and compliance.Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason’s extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.In this episode, you will discover:Why AI governance can accelerate adoption instead of slowing it down.The risks and opportunities in using generative AI for finance and accounting.How companies can prepare for audits and compliance in the AI era.The role of AI in revolutionizing business processes through advanced automation.Practical advice for businesses to integrate AI thoughtfully without jeopardizing compliance.The intersection of AI, governance, and business transformation is both exciting and complex. By embracing thoughtful governance, companies can not only mitigate risks but also unlock AI’s full potential to transform finance and operations. The key lies in understanding the balance between control and innovation, ensuring AI adds measurable value to your organization.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:31] Introduction and Opening Thoughts[02:37] Meet Jason Pikoos[04:09] Why AI Governance Matters[06:10] Driving Innovation with Governance[09:30] Challenges of Generative AI in Public Companies[14:19] Reperformance and Ongoing Validation[17:59] AI Adoption in Finance[25:02] The Future of Auditing with AI[32:17] What’s Next in Advanced Automation[41:46] Fun Insights and Closing Thoughts

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Tim Vipond who is a seasoned finance professional and co-founder of the Corporate Finance Institute (CFI). They discuss financial modeling nightmares, strategy’s vital role in modeling, and the importance of avoiding shortcuts. Tim also shares his unique entrepreneurial journey and offers practical advice for improving modeling and strategic decision-making.Tim Vipond began his career as an investment banking analyst and later transitioned to wealth management, corporate development, and e-commerce finance. As the co-founder of the Corporate Finance Institute, Tim has trained over 2 million students and introduced practical certifications that reshape how finance professionals develop their skills. Tim’s blend of financial expertise, entrepreneurial spirit, and focus on strategy makes him a compelling guest for this conversation.Expect to Learn:How to avoid and learn from common financial modeling mistakes.Why aligning financial models with business strategy is critical.The journey of building the Corporate Finance Institute and insights into e-learning success.The role of assumptions, execution, and scenario analysis in effective modeling.Tim’s advice on combining unique skills to propel your career.Here are a few quotes from the episode:“Never take shortcuts in your modeling. It’s tempting when you’re under pressure, but those shortcuts will come back to bite you later.”“Combining two or more unique skills is the best way to get significantly ahead in your career. It’s where you stand out and add the most value.”“Many scenarios in models are not grounded in strategy. Thoughtful, realistic scenarios tied to strategic goals are what add real value.”Tim Vipond highlighted the interplay between technical mastery and strategic insight in financial modeling. Tim provided actionable advice on avoiding pitfalls, validating assumptions, and connecting models to overarching business goals. His emphasis on skill stacking and execution underpins the value of continuous learning and adaptation in a rapidly evolving field.Follow Tim:LinkedIn - https://www.linkedin.com/in/timvipond/Website - https://vipond.com/Company - https://corporatefinanceinstitute.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: [02:53] Financial Modeling Horror Stories[06:03] Building the Corporate Finance Institute[11:18] The Role of Strategy in Modeling[19:07] Execution and Modeling Feasibility[22:11] Scenarios and Sensitivity Analysis[30:52] Tim’s Favorite Investments and Skill Stacking[34:48] Unique Modeling Stories[36:06] Rapid Fire Questions[41:14] Closing Thoughts and Advice

In this episode, host Paul Barnhurst, aka The FP&A Guy, looks into the challenges and opportunities in financial planning and analysis (FP&A) within startups and high-growth companies. He is joined by Lauren Pearl who is an experienced fractional CFO and podcast host. They explore how finance professionals can thrive in the ever-evolving landscape of early-stage businesses, leveraging financial modeling, strategic thinking, and communication skills.Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO, where she speaks with finance leaders about driving growth and innovation.Expect to Learn:Why financial modeling is a feasibility study, not just a forecast.Strategies to simplify complex finance concepts for founders and non-finance professionals.How to craft models that focus on usability, speed, and strategic decision-making.The importance of understanding and addressing the unique needs of various departments.How listening and adapting to your audience can elevate FP&A’s impact.Here are a few relevant quotes from the episode:“Finance isn’t just about numbers; it’s about translating those numbers into something actionable for the entire organization.” - Lauren Pearl“If I were to define FP&A in one sentence, it’s the financial engineering of past, present, and future decisions.” - Lauren Pearl“You can’t force people to care about finance, but you can present it in a way that resonates with their priorities.” - Lauren PearlLauren’s emphasis on the importance of usability, communication, and empathy highlights how finance professionals can create meaningful impact. Her career journey underscores the value of adaptability and collaboration in today’s dynamic financial landscape.FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lauren:Website - https://www.laurenpearlconsulting.com/newsletterLinkedIn - https://www.linkedin.com/in/laurenepearl/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. 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[01:36] - Introduction to the Episode[06:40] - Lauren’s Journey to FP&A and Entrepreneurship[09:51] - Challenges of Financial Modeling for Startups[16:09] - Educating Founders on Finance[25:27] - Finance as a Partner, Not Just a Function[36:40] - Simplicity and Usability in Modeling[39:42] - Lessons from Hosting a Podcast[50:45] - Rethinking Budgeting for High-Growth Companies[56:04] - Getting to Know You Segment[01:00:05] Closing Thoughts and Contact Information

In this special solo episode of Financial Modeler’s Corner, host Paul Barnhurst, known as the FP&A Guy, takes the spotlight to share his personal journey from a corporate financial analyst to an influential voice in financial modeling and FP&A. This episode is packed with career highlights, trends in financial modeling, and a mix of humor to kick off the new year.With over a decade of experience in corporate FP&A, Paul is a Microsoft MVP, a globally recognized trainer, and the founder of several successful podcasts. His personal story exemplifies persistence, continuous learning, and the value of building a personal brand.Expect to Learn:The career journey of Paul Barnhurst of creating a thriving business and gaining global recognition.Key lessons in financial modeling, including best practices in designing effective models.Trends shaping financial modeling and analytics for 2025, including the role of AI.Practical advice on building a personal brand and leveraging LinkedIn to grow professionally.A lighter side of finance with Paul’s humorous take on financial and Excel-related jokes.Here are a few quotes from the episode:"When I started my own business, I didn't have everything figured out, but I believed in taking the leap and figuring it out along the way.""The ability to build a personal brand is a career game changer, especially for financial professionals.""If you’re not having fun with what you do, find ways to bring your personality into your work—it makes all the difference."Paul Barnhurst takes us on a journey through his career by highlighting the lessons he’s learned and the challenges he’s faced. With light humor and practical advice, Paul inspires listeners to embrace growth, take risks, and build their own paths to success.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: [01:13] - Introduction and Context[02:14] - The Early Career Struggles[04:50] - The Pivot to FP&A[06:24] - Building Financial Modeling Expertise[08:44] - Starting His Own Business[15:54] - Career in Financial Modeling[17:24] - Humor and Fun[20:06] - Trends for 2025[25:43] - Rapid Fire Financial Modeling Opinions[28:14] - Closing Remarks

In this episode, Host Paul Barnhurst, aka The FP&A Guy, explores the complexities of corporate spin-offs with guest Jens Gutberlet. They focus on Kenvue’s remarkable journey of separating from Johnson & Johnson with strategic reasoning and organizational transformation. This discussion highlights the challenges and opportunities that arise when creating a standalone company from a global giant.Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue’s historic spin-off.Expect to Learn:Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation.The key challenges and milestones in creating a new standalone company.How FP&A professionals can contribute to major transformation projects.The importance of mindset and communication during organizational change.Opportunities for improvement in finance systems and processes during spin-offs.Here are a few relevant quotes from the episode:"Understanding the 'why' behind a transformation is crucial for keeping people engaged and motivated." - Jens Gutberlet"Managing cultural and people aspects during transformation is often harder than tackling technology." - Jens Gutberlet"The key to success is breaking down massive projects into manageable, bite-sized steps." - Jens GutberletJens emphasizes the importance of communication, strategic thinking, and adaptability in navigating the complexities of organizational change. For FP&A professionals, spin-offs are a unique opportunity to shape the future of a company and build robust financial systems.World-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jens:LinkedIn - https://www.linkedin.com/in/jens-gutberlet/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit 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[01:28] - Introduction to the Episode[03:24] - Defining FP&A Excellence[05:41] - Lessons from Consulting[09:26] - Kenvue’s Creation[17:02] - Transformation Challenges[23:59] - Cultural Considerations[26:44] - Technology Transformation[33:39] - Advice for FP&A Professionals[37:49] - Mindset for Success[50:34] - Wrap Up and Closing Comments

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025. The conversation is an engaging mix of professional insights, personal anecdotes, and a bit of humor to ring in the new year.Paul Barnhurst known as "The FP&A Guy," is a finance thought leader who bridges the gap between finance, technology, and strategy. Glenn Hopper: A finance professional and author focused on leveraging AI and technology in finance to drive innovation. Glenn brings expertise from a practitioner’s perspective and insights into the evolving role of technology in business.In this episode, you will discover:Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.The challenges and opportunities in integrating generative AI into financial workflows.Reflections on the professional and personal growth journeys of the hosts over the past year.Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.The evolution of tools for fractional CFOs and the future of scalable financial solutions.Paul and Glenn explored the dynamic intersection of finance, technology, and innovation. 2025 holds the promise of even greater strides in AI, quantum computing, and tools that redefine how finance professionals work and collaborate. This episode has been a blend of reflection, insight, and a bit of fun to welcome the new year. Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:44] Introduction to the Episode[02:44] Looking Back at 2024[12:45] Biggest Tech Trends of 2024[19:49] Emerging Financial Technologies[23:06] Fractional CFO Tools[27:21] Innovative Planning Tools.[30:57] Predictions for 2025[37:08] Fun with AI-Generated Songs[44:26] Closing Remarks

In the second part of "The Great Debate," expert financial modelers from around the globe discuss controversial and thought-provoking questions about the art and science of financial modeling. The discussion focuses on the enduring relevance of Excel, the role of AI and Power BI in shaping the future of modeling. This episode highlights the nuances, complexities, and future of financial modeling as a discipline.This episode features Giles Male, co-founder of Full Stack Modeler and an Excel MVP, Will Wardle, an independent financial modeler with over two decades of experience, Carolina Lago, founder of Classic Financial, specializing in FP&A and financial restructuring for SMEs, Hedieh Kianyfard, a project finance expert from Iran, known for her practical solutions to complex modeling challenges, Oz du Soleil, a YouTube star and Excel MVP, renowned for his engaging tutorials and insights, Rishi Sapra, a former accountant turned Power BI advocate, and David Brown, a seasoned financial modeler with 27 years of experience, excelling in blending Excel with Power BI.Expect to Learn:The role of circular references in financial models.Why named ranges in Excel can either simplify or complicate financial models.The impact of AI on the future of financial modeling.How Power BI complements financial modeling by enhancing data visualization and storytelling.The debate on the most important financial statement and how it informs decision-making.Here are a few quotes from the episode:"Dynamic arrays offer huge improvements, and we should aspire to use them more effectively as a community." - Giles Male"A three-statement model is the universal language of finance, connecting operations and strategy for decision-making." - Carolina Lago"Power BI complements financial models by adding context, automation, and storytelling, making it a must-learn tool." - Rishi SapraThis episode of The Great Debate offers a lively exploration of financial modeling. The expert panelists highlight how financial modeling combines art and science, requiring technical mastery, critical thinking, and creativity. The discussions underscored the importance of balancing simplicity with complexity, leveraging technology without losing sight of foundational principles. Follow Giles:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/Follow Will:LinkedIn - https://www.linkedin.com/in/will-wardle-3396259/Follow Carolina:LinkedIn - https://www.linkedin.com/in/s-carolinalago/Follow Hedieh :LinkedIn - https://www.linkedin.com/in/hediehkianyfard/Follow Oz:LinkedIn - https://www.linkedin.com/in/ozdata/Follow Rishi:LinkedIn - https://www.linkedin.com/in/rsaprano/Follow David:Website - https://www.dbrownconsulting.net/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: [01:23] - Introduction to the Panel[05:51] - Circular References in Models[10:14] - The Use of VBA[14:55] - Dynamic Arrays Debate[19:57] - Named Ranges in Excel[24:50] - Will Excel Ever Die?[33:43] - Can AI Build Models?[37:56] - Should Modelers Learn Power BI?[53:28] - Most Important Skill for Modelers[57:40] - Closing Remarks

In this episode of FP&A Tomorrow, Paul Barnhurst discusses the ever-evolving field of financial planning and analysis (FP&A) with Bryan Lapidus. They explore the shift from traditional roles to value-driven finance. The discussion focuses on the rising importance of generative AI, and examines the essential skills needed for success in the field. Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements.Expect to Learn:The evolution of FP&A and how specialization is reshaping the field.The critical role of generative AI in finance and practical advice for adoption.How the FP&A certification can boost career growth and salary potential.Differences between value-creating and control-focused CFOs and why it matters.Key technical and soft skills to thrive as an FP&A professional.Here are a few relevant quotes from the episode:"To excel in FP&A, you need the why, the what, and the how: why we allocate capital, what we deliver, and how we use technology and people." - Bryan Lapidus"When finance focuses solely on controls, it limits its ability to contribute to the company’s growth." - Bryan Lapidus"The rise of data analytics in FP&A means more roles require coding knowledge like Python and SQL." - Bryan LapidusIn this episode, Bryan Lapidus shares the transformative impact of technology, and the skills that define the role of FP&A. He emphasized the importance of value creation, specialization, and adopting tools like generative AI while staying grounded in foundational skills.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Bryan:LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to 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[01:43] - About Bryan Lapidus[03:04] - Defining FP&A[06:30] - Challenges in FP&A[10:30] - Bryan’s Career Journey[14:51] - AFP Overview[19:09] - AI’s transformative potential[29:55] - FPAC Certification Value[32:59] - Value-creating vs. Control-focused CFOs[39:46] - FP&A Standard Questions[50:36] - Advice for FP&A Professionals

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the role of artificial intelligence and high-stakes industries, including finance, energy, and defense. Guest Jon Brewton shares how his company is leading the charge in explainable and traceable AI solutions.Jon Brewton is the founder and CEO of Data Squared, a service-disabled veteran owned business at the forefront of generative AI solutions. With a history of impactful roles at BP and Chevron, Jon’s expertise combines technology innovation and operational efficiency. His work emphasizes AI solutions that prioritize traceability, explainability, and reliability.In this episode, you will learn:How AI traceability and explainability are transforming finance and other industries.The significance of knowledge graphs and Graph Rag techniques in financial data.The challenges of AI hallucinations and how to mitigate them in critical applications.Practical strategies for integrating AI and advanced analytics into financial workflows.Jon’s personal journey from the military to pioneering cutting-edge AI solutions.Jon Brewton explains the importance of traceability and explainability and the transformative potential of knowledge graphs and advanced analytics. He shares practical tips and approaches that financial professionals can adopt today. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:05] - Introduction to Jon Brewton[01:41] - Founding Data Squared[04:58] - Why Traceability Matters in AI[10:07] - Generative AI in High-Stakes Industries[12:10] - Role of Knowledge Graphs[18:11] - Linking Financial Data[20:38] - Addressing AI Hallucinations[27:36] - Starting with AI in Finance[32:00] - Personal Reflections[35:05] - Closing Thoughts

In this episode, host Paul Barnhurst talks about data integration, focusing on how finance professionals can streamline data processes and optimize workflows. The conversation also explores the balance between spreadsheets and specialized tools in financial modeling. He provides practical guidance for professionals navigating data challenges in the modern financial landscape. Adam Rakich is an experienced professional in financial planning and analysis (FP&A) software and data integration solutions. With career spanning tools like Adaptive Insights, OneStream, and DataBlend, Adam brings a unique perspective on how accountants and finance teams can leverage technology to overcome data-related inefficiencies.Expect to Learn:Why assumptions in financial models can make or break their reliability.The key factors that determine when to move from spreadsheets to planning tools.How to make data integration less intimidating for finance professionals.Practical solutions for accessing data across multiple systems, including API usage and hybrid approaches.Insights into the evolving role of Excel and Google Sheets in modern financial modeling.Here are a few quotes from this episode:“Spreadsheets are not multi-user, and anyone trying to make them that way is spending more time than they should.” - Adam Rakich“For fractional CFOs, marketplaces like Zero and QuickBooks can be lifesavers with cost-effective integrations.” - Adam Rakich“Every small automation reduces time and errors, even if the entire process can’t be automated.” - Adam RakichAdam Rakich shares the challenges and opportunities in data integration and financial modeling. He offers practical solutions to approach data integration without fear, and the evolving roles of tools like Excel, Google Sheets, and APIs.Follow Adam:LinkedIn - https://www.linkedin.com/in/rakich/Business User’s Guide to Data Integration - https://a.co/d/5xSL3g4Follow 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[07:18] – Adam’s Career Journey[09:38] – Moving Beyond Spreadsheets[16:56] – Why Data Integration Matters[21:03] – Common Methods of Accessing Data[32:35] – SQL vs. Modern Tools[37:46] – The Business User’s Guide to Data Integration[44:32] – Rapid-Fire Questions[52:47] – Closing Thoughts

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka “The FP&A Guy,” talks about financial planning and analysis (FP&A) with Carl Seidman. They discuss how technology, strategic thinking, and effective communication are reshaping FP&A roles, making them more agile and impactful than ever.Carl Seidman is an FP&A advisor, educator, and fractional CFO with over two decades of experience in financial strategy, business storytelling, and leadership development. Founder of Seidman Financial, Carl helps organizations build robust FP&A capabilities and fosters the development of professionals through learning programs and mastermind groups.Expect to Learn:How the FP&A profession is transitioning from backward-looking analysis to strategic business partnering.The growing importance of communication and influence in advancing FP&A careers.Insights into scenario planning and anticipating disruptions in uncertain times.The role of technology and tools like Excel and generative AI in enhancing FP&A processes.Tips for becoming a more effective presenter and influencer in professional settings.Here are a few relevant quotes from the episode:"Critical thinking and communication are the two most essential skills for FP&A professionals." - Carl Seidman"FP&A professionals must move beyond technical skills to focus on strategy and influence." - Carl Seidman"Excel is still powerful, but integrating it with modern tools can unlock even greater efficiency." - Carl SeidmanCarl shared actionable insights and practical advice that can help FP&A teams navigate the complexities of today's business environment. As FP&A transitions from traditional analysis to becoming a vital strategic partner, professionals must cultivate critical thinking, effective communication, and the ability to influence decisions. Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Carl:LinkedIn - http://linkedin.com/in/carlseidmanWebsite - https://seidmanfinancial.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn 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[02:29] - What Great FP&A Looks Like[07:12] - The Evolution of FP&A Roles[17:27] - Communication as a Key Skill[21:05] - The Role of Feedback[30:05] - The Power of Presentation[34:39] - Influence and Strategy[41:28] - Anticipation and Scenario Analysis[47:06] - LinkedIn Learning Course[49:24] - Rapid-Fire Questions

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.In this episode, you will learn:Microsoft’s advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:50] - Advancements in Spreadsheet LLMs[04:54] - OpenAI’s Roadmap to AGI [13:49] - Jon Brewton Introduction[18:45] - Importance of Traceability and Explainability[25:40] - Knowledge Graphs and Financial Data[34:56] - Addressing AI Hallucinations[42:01] - Advice for Finance Leaders[45:48] - Jon’s Unique Experiences[48:53] - Closing Remarks

In this episode of Financial Modeler’s Corner, host Paul Barnhurst aka The FP&A Guy talks about the electrifying world of Excel Esports at the Financial Modeling World Cup (FMWC) in Las Vegas. This special episode captures the energy and innovation of the event, showcasing interviews with top competitors, including Excel MVPs and data enthusiasts, while exploring how Excel competitions push the boundaries of modeling expertise.The episode features Josh Aharonoff: Microsoft MVP, "Your CFO Guy," specializing in dynamic financial modeling and consulting. David Fortin: Excel expert, Microsoft MVP, and creator of the World of Warcraft-themed FMWC case study. Jaq Kennedy: UK-based actuarial consultant and Excel enthusiast, sharing personal stories and insights from the event. Amber Johnson: Industrial engineer turned Excel champion, known for her creative modeling approach.Expect to Learn:Insights into the competitive world of the Financial Modeling World Cup and the role of Excel Esports.Unique perspectives on the creative use of Excel, from real-world modeling to themed case studies.How Excel innovations like Power Query, dynamic arrays, and VBA are transforming data work.Personal journeys of Excel enthusiasts and their favorite tips and tools.Why participating in competitions like FMWC can rapidly enhance your financial modeling skills.Here are a few quotes from this episode:"I’ve spent 24 years working in Excel, and competing here has tripled my knowledge in just two years." - Jaq Kennedy"Competing is less about beating others and more about seeing how much you’ve improved." - Amber Johnson"Creating a case with input from Blizzard Entertainment was surreal—it brought my gaming passion into Excel." - David FortinThe Financial Modeling World Cup is a celebration of creativity, community, and growth. Events like these provide an experience of learning from the best in the field, or simply embracing the love of Excel. Follow Josh:LinkedIn - https://www.linkedin.com/in/joshaharonoff/Website - https://www.yourcfoguy.com/Follow David:LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/Website - https://linktr.ee/PiggybankaccountantFollow Jaq:LinkedIn - https://www.linkedin.com/in/jaqkennedy/Follow Amber:LinkedIn - https://www.linkedin.com/in/ambernjohnsonwmu/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] - Introduction and Event Overview[03:39] - Interview with Josh Aharonoff and David Fortin[10:12] - Horror Stories and Excel Lessons[12:25] - Excel Preferences [23:04] - Interview with Jaq Kennedy[30:14] - Rapid Fire with Jaq[33:27] - Interview with Amber Johnson[42:22] - Closing Thoughts and FMWC Invitation[43:02] - Giles Male's Anthem

This episode takes you to the heart of the Financial Modeling World Cup (FMWC) 2024, hosted at the HyperX Gaming Arena in Las Vegas. Known as the "Excel Esports Championship," this unique event blends competitive financial modeling with the energy of live sports entertainment. From electric arenas to engaging case competitions, discover how Excel enthusiasts and world-class modelers push the boundaries of what's possible in financial modeling.This episode features an exceptional lineup of guests, including Andrew Grigolyunovich, founder of the Financial Modeling World Cup and a pioneer in turning financial modeling into an esport; Michael Jarman, the 2024 FMWC World Champion known for his innovative modeling techniques and leadership at Operis; Giles Male, a commentator and self-proclaimed “Most Humble MVP”. Klinsmann Langhanz, founder of FMWC Brasil and a passionate advocate for Excel training and community-building; and appearances from Danielle Stein Fairhurst and Jaq Kennedy.Expect to Learn:How the FMWC is transforming financial modeling into an exciting esport.Insights from top modelers on preparing for high-pressure competitions.The role of networking and community in fostering innovation and growth in the Excel world.Practical advice for improving financial modeling skills through competitions.Behind-the-scenes from the HyperX Arena, including hilarious moments.Here are a few quotes from this episode:"Financial modeling competitions make you better at work and expand your career horizons." - Andrew Grigolyunovich"The FMWC community is about helping each other, not tearing each other down." - Giles Male"The unthinkable becomes possible when you network and collaborate." - Klinsmann LanghanzWith the Financial Modeling World Cup 2024, we've seen how Excel has grown from a business tool to the centerpiece of a thriving global community. From the inspiring vision of Andrew Grigolyunovich to the insights of world champion Michael Jarman, this event celebrates the art, science, and camaraderie of financial modeling.Follow Andrew:LinkedIn - https://www.linkedin.com/in/andrewgrig/Company - https://fmworldcup.com/Follow Michael:LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/Email: [email protected] Giles:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/Follow Danielle:LinkedIn - https://www.linkedin.com/in/daniellesteinfairhurst/ Follow Klinsmann: LinkedIn - https://www.linkedin.com/in/klinsmann-langhanz/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: [00:01:42] - Host Paul Barnhurst sets the stage[00:03:59] - A recap of the event's atmosphere[00:07:13] - Interview: Andrew Grigolyunovich[00:12:14] - Vision for the Future of FMWC[00:22:54] - Creating FMWC Case Studies[00:34:13] - Michael Jarman's Journey[00:49:50] - Commentary with Giles Male[00:56:22] - Jaq Kennedy and Danielle Stein Fairhurst [00:58:24] - Interview: Klinsmann Langhanz[01:08:38] - Closing Thoughts

In this insightful episode of FP&A Tomorrow, host Paul Barnhurst, "The FP&A Guy," explores the dynamic world of financial planning and analysis with guest Greg Adams, a seasoned CFO and author. They discuss how finance professionals can drive value through storytelling, critical thinking, and strategic insights. The conversation also delves into Greg's journey from leading finance teams to writing an international crime thriller with an accountant hero, redefining the image of finance professionals.Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative. Greg's leadership mission is centered on fostering corporate excellence and empowering finance professionals to embrace their strategic potential.Expect to Learn:The evolving role of FP&A as a strategic partner in business.Why storytelling is a critical skill for finance professionals.How to leverage external data and AI for more robust financial planning.Insights into the value of "power skills" like communication and leadership.Greg’s journey writing a crime thriller that challenges stereotypes about accountants.Here are a few relevant quotes from the episode:"If you control information, you control the world. FP&A professionals need to look beyond internal data and consider external benchmarks." - Greg Adams"AI and machine learning allow us to move beyond just historical data to anticipate what’s coming." - Greg Adams"Step away from your desk and talk to people. The best insights often come from conversations." - Greg AdamsGreg Adams offered a fresh and inspiring perspective on the role of finance professionals. From emphasizing the art of storytelling in FP&A to advocating for the integration of external data and AI, Greg highlighted how finance can be a driver of change and innovation.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Greg:LinkedIn - https://www.linkedin.com/in/gregdadams/Website - https://www.cpa-author.com/Email - mailto:[email protected] Offer for ListenersThe first three listeners to contact Greg at [email protected] can access a free AMA course (valued at $2,000-$3,000). Mention FP&A Tomorrow in your email!Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to 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] - Meet Greg Adams[04:01] - What is Great FP&A?[06:17] - External Data and AI in Finance[10:46] - The Art of Storytelling in Finance[11:59] - Greg’s Role at AMA[19:38] - Writing Green Shades[27:58] - Lessons from a CFO's Career[38:31] - Evolution of CFO Role[43:23] - Tips for FP&A Professionals[51:53] - Final Thoughts and Takeaways

In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.In this episode, you will discover:How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.The role of AI in automating data cleaning and governance for finance teams.Strategies for reducing technical debt in SMBs to unlock the full potential of data.Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.Tips for fostering a data-driven culture within organizations and empowering FP&A teams.Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth. Follow Gabi:LinkedIn: https://www.linkedin.com/in/gabriellasteele/Website: https://www.preql.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:09] Introduction for Gabi Steele[01:09] From Art to Analytics[04:33] Data Storytelling in Finance[08:04] AI and FP&A Transformation[14:14] The Democratization of Analytics[18:15] Challenges in SMB Data Adoption[19:04] Building a Data-Driven Culture[33:58] Fun Get-to-Know-You Questions[38:16] Closing Thoughts

In this insightful episode of FP&A Tomorrow, we explore the dynamic relationship between Financial Planning and Analysis and Supply Chain Planning. Host Paul Barnhurst aka The FP&A Guy discusses how these two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever.Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency.Expect to Learn:How FP&A and supply chain planning intersect and complement each other.Key differences in planning horizons and decision-making processes between FP&A and supply chain.The role of integrated business planning (IBP) in achieving cross-functional alignment.Strategies to enhance communication and collaboration between finance and supply chain teams.Real-world examples of overcoming challenges during the COVID-19 pandemic and creating value through supply chain optimization.Here are a few relevant quotes from the episode:"Every company has supply and demand, whether it's a product or a service. Matching them is the core of supply chain planning." - Lyndsey Weber"Finance and supply chain must combine top-down and bottom-up approaches for effective planning." - Marcia Williams"The more granular focus in supply chain planning complements the high-level strategy in FP&A." - Lyndsey WeberFrom breaking down the barriers between FP&A and supply chain to leveraging collaboration for unlocking new opportunities, this episode highlighted actionable strategies for creating alignment and driving business value. Finance and supply chain are two sides of the same coin, and when aligned, they enable better, faster decisions that benefit the entire organization.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lyndsey:LinkedIn - https://www.linkedin.com/in/lyndsey-weber/Follow Marcia:LinkedIn - https://www.linkedin.com/in/marciadwilliams/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to 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[01:43] - Meet the Guests[04:09] - Career Shifts and Lessons Learned[07:38] - Understanding Supply Chain Planning[12:21] - Challenges in Integrated Planning[17:51] - Ensuring Cross-Functional Alignment[26:59] - Leveraging Metrics for Better Collaboration[37:00] - Key Advice for FP&A Professionals[42:14] - Skillsets in Finance vs. Supply Chain Planning[49:56] - Fun and Personal Insights[54:10] - Conclusion

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

In this episode of Financial Modelers Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes Charles Keepman, a seasoned financial modeler and valuation expert, to discuss the intricacies of financial modeling, best practices, and common pitfalls. They explore real-world scenarios, discuss the value of creating dynamic models, and delve into the art of valuing companies, focusing on how different industries and stages of business impact modeling strategies.Charles Keepman has spent years honing his skills in financial modeling, starting at Ernst & Young and later working at Economics Partners (now Ryan Valuation). With deep expertise in business valuation, Charles currently applies his modeling skills to help clients make strategic financial decisions. His career trajectory has been shaped by his passion for creating efficient and dynamic financial models that help businesses make informed, data-driven decisions.Expect to Learn:Key principles for building auditable, easy-to-follow financial models.Insights into business valuation: when to use different approaches like DCF, asset, and market-based methods.The role of qualitative factors in valuation and how they can drastically influence outcomes.The role of Excel and financial modeling software in today’s fast-paced financial world.Why simplicity often trumps complexity in financial modeling, and how to strike the right balance.Here are a few quotes from Charles Keepman:"I think AI will have a profound effect on financial modeling, but we need to make sure it’s auditable and understandable.""Financial models are great tools, but the true value lies in understanding the assumptions behind them.""You can get stuck in analysis paralysis if you overcomplicate your models with too many variables."From emphasizing the importance of simplicity and clear assumptions to his preference for using tools like XLOOKUP over complex formulas, Charles provides a wealth of practical advice. His perspective on AI in financial modeling highlights the balance between leveraging technology and maintaining human judgment, ensuring that models remain accurate and useful.Follow Charles:LinkedIn - https://www.linkedin.com/in/charles-keepman-58766a40/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 Charles Keepman[02:03] - The "Worst Financial Model" Horror Story[05:57] - A Rundown of Charles’ Career[09:04] - The Favorite Part of Financial Modeling[14:53] - The Most Unique Uses of Excel in Personal Life[17:26] - Valuing a Company: The First Steps[21:43] - The Most Unique Business Models[23:41] - Excel vs. Deal Work[27:03] - The Simplicity vs. Complexity Debate[32:49] - Excel's Evolution: Favorite Features[36:20] - Rapid Fire Segment[45:27] - Final Advice and Closing

In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth.Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master’s in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.Expect to LearnUnderstanding the transition from accurate forecasting to strategic decision-making.Why FP&A is positioned as the "center of the universe" for organizational data.Practical advice on aligning and rolling forward metrics to track business performance.How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams.Here are a few relevant quotes from the episode:"Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen"Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen"FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark HansenIn this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark’s focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mark:LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to 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[01:57] Introduction to Mark Hansen[02:55] Defining Great FP&A[08:41] Lessons from SEC Reporting[15:01] Pluralsight’s Growth Journey[25:48] The Challenges of Metric Alignment[32:22] First CFO Role at Entrata[39:10] The Hardest Roles to Fill in Finance[44:35] The Future of FP&A Teams[49:26] Fun insights into Mark’s hobbies [52:49] Final Takeaway: Business Partnering

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.Expect to Learn:The interplay between finance, data, and technology in decision-making.The critical first steps to establishing effective data governance and management.Real-world stories of overcoming challenges with data literacy and BI implementation.How to prepare finance teams for scaling and adopt advanced analytics.The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:59] From Coding to Finance Leadership[04:22] Building Stories with Data[09:35] Transition to Data Analytics Leadership[12:49] Tackling Data Governance Challenges[17:17] Owning the Data Narrative[19:57] Typical Clients and Scaling Finance Teams[25:23] Bridging the Finance Skills Gap[30:02] Fun and Random: Nathan’s Travel Tales[32:52] Closing Thoughts and Wrap Up

In this special debate episode, host Paul Barnhurst aka The FP&A Guy is joined by an all-star panel of modeling experts to tackle some of the most contentious questions in the financial modeling world. This lively discussion promises insights, entertainment, and plenty of surprises as the panelists bring their expertise and humor to the table. Together, they bring decades of experience, fresh perspectives, and a shared passion for the art and science of financial modeling.The powerhouse panel of financial modeling experts include: Derek Baker, FP&A professional and co-founder of the FP&A Hub; Lance Rubin, CEO of Model Citizen and Chief Excel Officer at Excel Cloud; Diarmuid "Dim" Early, founder of Early Days Consulting; Craig Hatmaker, retired founder of Beyond Excel and advocate for modern modeling techniques; Dr. David Brown, finance professor at the University of Arizona and founder of the Microsoft Excel Collegiate Challenge; Danielle Stein Fairhurst, Sydney-based financial modeling trainer, author, and Microsoft MVP; Ian Bennett, leader of PwC's global financial modeling practice and Master Financial Modeler; and Craig Thompson, former investment banker now innovating in software at Aleph. Expect to Learn:Why financial models are (or aren’t) the ultimate decision-making tool for businesses.The role of Excel in the future: is it here to stay, or will it be replaced by emerging technologies?Power BI, Power Query, and Python in financial modeling—are they worth learning?Controversial techniques: the debate on circular references and dynamic arrays.Whether AI will eventually replace human modelers—and how soon.Here are a few quotes from the episode:"Excel’s modern tools, like Power Query and lambdas, are setting the stage for AI to change how we build models." - Lance Rubin"AI can process data, but it lacks the creativity and business acumen needed for financial modeling." - Danielle Stein Fairhurst"Excel is the foundation of the financial system, and its adaptability ensures it will last for years to come." - Dr. David BrownFrom the future of Excel to the role of AI, the importance of financial statements, and the tools that modelers should master, this episode explored the evolving landscape of financial modeling.Follow Derek:LinkedIn - https://www.linkedin.com/in/derek-d-baker/Follow Lance:LinkedIn - https://www.linkedin.com/in/financial-modelling/Follow Diarmuid:LinkedIn - https://www.linkedin.com/in/diarmuidearly/Follow Craig H:LinkedIn - https://www.linkedin.com/in/craig-hatmaker-4449879/Follow David:Website - https://www.davidclaytonbrown.com/Follow Danielle:LinkedIn - https://www.linkedin.com/in/daniellesteinfairhurst/Follow Ian:LinkedIn - https://www.linkedin.com/in/ianrbennett/Follow Craig T:LinkedIn - https://www.linkedin.com/in/cfthompson/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: [01:42] - Introduction to the Episode[04:16] - The Debate Battle Starts [07:12] - Should Financial Modelers Learn Python?[11:15] - Dynamic Arrays vs. Traditional Models[16:52] - Will Excel Ever Die?[20:55] - Should Financial Modelers Learn Power BI?[26:21] - Will AI Build Financial Models?[32:09] - Circular References: Useful or Evil?[39:27] - VBA in Financial Models[44:41] - Number One Corporate Decision Making Tool[52:58] - Which Financial Statement is Most Important? [59:50] - Conclusion and Audience Poll

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, explores the evolving world of financial planning and analysis (FP&A) systems. With guest Charlie Liu, the conversation shifts to the art and science of optimizing financial tools and processes to drive business success. Charlie brings a wealth of experience in FP&A, systems consulting, and fractional CFO services, offering listeners practical advice on navigating challenges in financial operations.Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making. Charlie’s unique background in consulting, product management, and sales enables him to deliver strategic and technical insights that empower organizations.Expect to LearnKey traits of successful FP&A systems and how to separate from traditional accountingWhen and how to implement financial planning tools with key indicatorsOvercoming challenges in digital transformation and common pitfalls to avoidLeveraging generative AI to revolutionize FP&A processes and reportingLessons learned from entrepreneurial ventures and adapting FP&A for startupsHere are a few relevant quotes from the episode:"There’s no perfect tool; focus on understanding your needs and defining negotiables versus non-negotiables." - Charlie Liu"Data is the foundation of FP&A. Clean, accurate data is essential for meaningful insights." - Charlie Liu"We’re at a point where AI can handle repetitive tasks, allowing FP&A professionals to focus on strategy." - Charlie LiuIn this insightful episode, Charlie Liu shared his expertise on optimizing FP&A systems and leveraging the power of generative AI. His advice resonates for businesses of all sizes as he emphasized the importance of customer focus, strategic thinking, and adaptability. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Charlie:LinkedIn - https://www.linkedin.com/in/charliexwliu/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn 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[01:57] - Introduction to the Episode and Guest[03:50] - What Does Great FP&A Look Like?[09:48] - Lessons from an E-Commerce CFO Role[17:30] - Why Planning Tools Matter[23:39] - Key Takeaways from OnPlan Experience[30:38] - Overcoming Digital Transformation Challenges[37:56] - Framework for Choosing FP&A Tools[45:51] - The Future of FP&A with AI[54:17] - Closing and Final Thoughts

This episode of Future Finance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.In this episode, you will discover:The importance of getting your “data house” in order before implementing AI.How self-service BI tools can both empower teams and create challenges in organizations.Why data governance and stewardship should be a co-led initiative between finance and engineering.The role of finance leaders in ensuring data literacy and ownership across departments.Practical insights into scaling finance operations for mid-market companies looking to grow.As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:58] - Generative AI and Finance: Myths vs. Reality[11:17] - AI's Dependency on Clean Data[12:36] - Guest Introduction: Nathan Bell[20:02] - Bridging Data, Finance, and Storytelling[25:25] - Foundations of Data Governance[29:54] - Challenges with BI and Metrics Ownership[32:33] - Scaling Finance Teams for Growth[42:38] - Fun Segment: Travel Stories[45:29] - Closing Thoughts and Call to Action

In this episode of Financial Modelers Corner, Paul Barnhurst aka The FP&A Guy dives deep into the intersection of corporate development and financial modeling, focusing on mergers and acquisitions (M&A). Sean Corcoran, a seasoned expert with over 20 years in corporate development, shares his insights on navigating complex transactions, building effective financial models, and driving strategic growth through acquisitions.Sean Corcoran is the Head of Corporate Development at DigiCert and has an illustrious career spanning Fortune 50 companies, private equity-backed ventures, and public firms. With experience leading over 60 acquisitions worth billions, Sean has a comprehensive understanding of the M&A lifecycle, strategic planning, and financial modeling.Expect to LearnWhy simplicity and strategy are vital in corporate development financial models.Common pitfalls in financial models and how to avoid them.The importance of aligning strategic intent and integration during acquisitions.How FP&A professionals can transition into corporate development roles.The evolving tools and techniques in M&A due diligence and decision-making.Here are a few quotes from Sean Corcoran:"Culture is one of the key criteria for successful acquisitions; the only way to assess it is to spend time with the prospective target.""A strategic partnership often evolves into an acquisition when both sides see value and alignment.""From a corporate development perspective, simplicity is king when building financial models.""AI is starting to play a role in M&A, especially in reviewing contracts and highlighting potential red flags."From understanding the nuances of culture in acquisitions to navigating the challenges of carve-outs and earnouts, this episode offers an insightful conversation that highlights the complexity and opportunity within corporate development and the critical role of financial modeling.Follow Sean:LinkedIn - https://www.linkedin.com/in/sean--corcoran/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: [01:19] - Introduction to the Episode and Guest[05:37] - Sean’s Background and Career Journey[08:09] - Key Lessons from M&A Experience[12:43] - Responsibilities in Corporate Development[17:10] - Favorite Deals and Lessons Learned[21:37] - Building Effective Financial Models[30:11] - Ensuring Alignment in Financial Modeling[34:36] - Lessons from a Career in Corporate Development[37:39] - Rapid-Fire Questions[42:59] - Closing and Networking

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, dives into the evolving role of the CFO and the impact of financial planning and analysis (FP&A) on modern businesses. Steve Rosvold joins the show to explore the critical skills and strategies that drive success in financial leadership today.Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.Expect to Learn:The evolution of the CFO role: from cost controller to strategic partner.Key challenges CFOs face in balancing tactical and strategic priorities.How FP&A professionals can better align with business objectives to drive value.The importance of technical and soft skills in transitioning from FP&A to the CFO role.Practical advice for aspiring CFOs, including mentorship and self-awareness.Here are a few relevant quotes from the episode:"Human capital is becoming one of the most critical areas for CFOs to manage and measure." - Steve Rosvold"One of the best ways to refine your communication is to get feedback from mentors."  - Steve Rosvold"The foundation of FP&A is in accounting, but its value lies in its forward-looking insights."  - Steve RosvoldThis episode of FP&A Tomorrow provided a masterclass in the evolving landscape of financial leadership. From the significance of self-awareness to the need for actionable insights, Steve emphasized the blend of technical expertise and interpersonal skills required for success.Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Steve:Website - https://www.cfo.university/LinkedIn -  https://www.linkedin.com/in/steverosvold/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to 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[02:13] Steve’s Career Journey and Background[03:57] Transition Challenges as a CFO[09:53] The Changing CFO Role and Responsibilities [14:11] FP&A Transformation as a critical function [21:37] Skills and mindset shifts for aspiring CFO’s[29:14] Steve’s Approach to Training Finance Leaders [34:31] Great FP&A Practices[45:29] Embracing Generative AI Tools[55:08] Closing Advice and Wrap Up

In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia’s AI initiatives to new generative AI tools in finance.Expect to Learn:How to evaluate financial planning tools effectively and cut through vendor hypeThe impact of live AI integration on financial software and employee productivityKey lessons from Daymond John’s FATE keynote on goal-setting and personal growthTrends in finance tech and new generative AI capabilities from OpenAI and AnthropicPractical approaches to implementing generative AI in finance while managing riskThis episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization. Follow Alex:LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Liran:LinkedIn: https://www.linkedin.com/in/drliranedelist/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/hOEegnRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:19] - Conference Overview and Experience[03:50] - Keynote Highlights from Daymond John[05:28] - Alex Brower on Vendor Selection and Demos[10:29] - Paul on Navigating the FP&A Tool Market[17:58] - Glenn on Generative AI in Finance[23:30] - Liran Edelist on Modernization and Data Strategy[29:13] - Tech Trends to Watch for 2025[34:18] - Fun Segment: Spreadsheet Challenges[36:23] - Wrap-Up and Feedback Request