The FP&A Guy Network

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

In this engaging episode of Financial Modelers Corner, host Paul Barnhurst, aka "The FP&A Guy," sits down with Liam Bastick, Managing Director of Sum Product and a highly respected figure in financial modeling and Excel expertise. Known for his complex modeling work, quirky sense of humor, and love for a good challenge, Liam shares insights into the nuances of financial modeling, discusses his favorite Excel tips, and reveals his fascination with the evolving role of AI in modeling. Liam Bastick is a seasoned corporate trainer, author, and financial modeling expert, with a focus on Excel, Power BI, and AI applications. With a career that includes awards like Microsoft’s Most Valuable Professional and the inaugural Lifetime Achievement, international recognition, and extensive teaching, Liam provides listeners with both practical advice and fascinating anecdotes from his career.Expect to Learn:Excel optimization tips and learn how to effectively use Quick Access toolbar Circular references and financial modeling horror story insightsChallenges and advantages of modeling in Power BIHow AI is changing financial modeling and what the future might holdLiam’s approach to problem solving to stay at the forefront of innovationHere are a few quotes from Liam Bastick:“The best tip I can give is to put the tools you use most often on the Quick Access toolbar. It’s underused but incredibly helpful.”“If you've got circular references in your model, you’re already on thin ice. They can lead to wrong answers and complete chaos.”“With AI, you can do the front-end and back-end work in financial modeling, but it’s still not there yet for the mechanics in the middle.”In this insightful episode, Liam Bastick shared his passion for financial modeling, bringing both humor and depth to complex topics in Excel, Power BI, and AI. His reflections on adaptability, continuous learning, and challenging the limits of traditional tools serve as powerful reminders for anyone in finance or data analysis. Follow Liam:Website - https://www.sumproduct.com/LinkedIn - https://www.linkedin.com/in/liam-bastick-73a39114/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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:52] – Introduction to guest Liam Bastick[03:44] – Liam’s Modeling Horror Stories[08:32] – Liam’s Professional Journey and Challenges[14:17] – Running a Business and Reinvention[16:05] – Discussing AI’s Impact on Financial Modeling[20:39] – Books and Teaching Tips[35:50] – Rapid Fire: Excel Best Practices[46:57] – Advanced Modeling Techniques and Final Tips[54:16] – Contact Information and Wrap Up

In this episode of FP&A Tomorrow, host Paul Barnhurst, also known as The FP&A Guy, dives deep into the world of financial planning and analysis with Kathy Svetina. As a fractional CFO for businesses, Kathy shares her expertise in transforming small to mid-sized companies’ financial health and operational efficiency. She discusses her five-part framework for building a solid financial foundation and shares insights on how smaller businesses can leverage FP&A to drive sustainable growth and avoid common financial pitfalls.Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency. Passionate about strategic finance, Kathy provides invaluable advice on how FP&A functions can help build resilient and thriving companies.Expect to LearnKathy’s five-part framework that structures financial health Practical approaches to FP&A for smaller businessesThe critical role of financial systems and processesThe importance of internal controls and risk managementTips for effective financial storytelling and influenceHere are a few relevant quotes from the episode:“I created Newcastle Finance to bring big-league financial savvy to smaller businesses that want to scale sustainably.” - Kathy Svetina“For small businesses, strong internal controls are essential to protect against risk and ensure financial security.” - Kathy Svetina“Good accounting and FP&A systems help the business see trends and understand what’s generating revenue against expenses.” - Kathy SvetinaKathy shows how establishing solid foundations—like effective bookkeeping, robust internal controls, and meaningful financial analysis—can drive growth and stability. Emphasizing the value of communication and active listening, Kathy encourages FP&A professionals to think beyond reporting and embrace their role as strategic partners within the organization. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Kathy:Website - https://www.newcastlefinance.us/LinkedIn - https://www.linkedin.com/in/ksvetina/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial 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] – Kathy Svetina's Background[03:58] – Defining Great FP&A[07:07] – Why Kathy Left Corporate Finance[09:57] – A Success Story in Financial Transformation[19:26] – The Five-Part Financial Framework[32:10] – FP&A's Role in Bridging Business Silos[43:06] – Key Skills for FP&A Professionals[49:34] – Personal Insights and Interests[54:06] – Parting Advice on FP&A Excellence

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They’re joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.In this episode, you will discover:Frameworks for choosing FP&A tools that match different organizational needsThe real impact of AI on finance jobs and practical uses of AITop Takeaways from the Finance and Technology Expo Why consolidated data is crucial for effective AI and planning applications The importance of having policies for AI integration to prevent misuse In this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today’s finance tech landscape and preparing for tomorrow. Follow Alex:LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Liran:LinkedIn: https://www.linkedin.com/in/drliranedelist/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/hOEegnRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:44] - Paul’s Monologue: People, Process, and Technology[05:32] - The Future of Jobs in the AI Era[08:45] - Reflections on the Finance and Technology Expo[14:15] - Alex Brower on Choosing the Right Finance Tools[19:17] - Insights from Paul’s Presentation[26:47] - Glenn on Effective AI Strategy for Finance Teams[31:47] - Modernization and Data-Driven Decision Making[38:01] - Latest AI Innovations and Predictions for 2025[45:35] - Wrap-Up and Closing Remarks

In this insightful episode of Financial Modelers Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes financial modeling expert Rachit Jain. They delve into the nuances of financial modeling, exploring the art of building accurate, reliable models and the importance of critical thinking and lifelong learning in finance. Rachit shares real-world horror stories from his early career, reflects on the challenges of predictive modeling, and emphasizes the human elements that make models truly effective.Rachit Jain is a seasoned financial modeler with extensive experience in finance, auditing, and quantitative modeling. Having worked with firms like Hewlett Packard and Deloitte, Rachit brings a wealth of knowledge on creating models that inform decision-making and avoid critical pitfalls. His expertise spans FP&A, data science, and quantitative finance, making him an authority on building dynamic, real-world financial models.Expect to Learn:How to build trust in financial models through transparency and sound designWhy critical thinking and communication skills are crucial in financial modelingRachit’s career journey and his transition from audit to financial modelingThe role of data science in enhancing financial modeling capabilitiesStrategies for applying financial modeling in personal decision-makingHere are a few quotes from Rachit Jain:"The first step in financial modeling is critical thinking – you need to know what you want to achieve before you start building.""In financial modeling, curiosity is everything. It’s what drives you to improve and learn beyond the basics.""Before starting in financial modeling, understand what part of FP&A suits your skills. Not everyone is a ‘numbers person,’ and that’s okay."In this episode, Rachit Jain highlights financial modeling as both an art and science, emphasizing the importance of accuracy, clarity, and storytelling. Rachit’s approach shows that great financial modeling goes beyond numbers; it requires curiosity, critical thinking, and a balance between simplicity and sophistication.Follow Rachit:LinkedIn - https://www.linkedin.com/in/jainrachit1008/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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:15] - Introduction to the Episode and Guest[05:26] - Rachit’s Background and Career Path[09:00] - Advice for Transitioning to Financial Modeling[11:01] - Lifelong Learning in Finance[13:17] - Financial Modeling as a Way of Thinking[18:15] - Unique Applications of Financial Modeling[22:23] - Building Models for Decision Making Process[26:57] - The Intersection of Data Science and Financial Modeling[33:40] - Rapid-Fire Financial Modeling Preferences[38:53] - Closing Advice and Wrap Up

In this episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, dives deep into the art of data storytelling with analytics expert Brent Dykes. With extensive experience in data visualization and analytics, Brent shares insights on how finance professionals can effectively communicate data insights. He emphasizes that data storytelling is more than visuals—it's about crafting a compelling narrative that bridges data and decision-making.Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.Expect to Learn:The core components of data storytelling: data, narrative, and visuals.Why narrative is often the missing link in data-driven presentations.The role of empathy and audience understanding in effective communication.Practical steps for creating a data-driven culture within your organization.How human intuition complements data in decision-making processes.Here are a few relevant quotes from the episode:"The last mile of analytics is where data storytelling lives. That’s where insights turn into action." - Brent Dykes"It’s the combination of data, narrative, and visuals that makes a message stick and drives action." - Brent Dykes"If you just present a problem without recommendations, you're leaving too much on the table. A story includes a path forward." - Brent DykesBy explaining the science behind storytelling and offering practical advice, Brent Dykes underscores that empathy, clarity, and audience engagement are at the heart of effective data storytelling. FP&A professionals are encouraged to embrace this skill, not only to communicate data effectively but to foster a more data-driven culture in their organizations. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brent:Website - https://www.analyticshero.com/LinkedIn - https://www.linkedin.com/in/brentdykes/Book - https://www.effectivedatastorytelling.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business 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[01:37] - Introduction to the episode[02:44] - The Importance of Clarity in FP&A[09:02] - The Last Mile of Analytics[11:25] - Defining Data Storytelling[20:03] - Creating a Data-Driven Culture[25:22] - The Psychology Behind Storytelling[36:03] - Lessons Learned from Early Data Communication Mistakes[42:36] - Getting Started with Data Storytelling[52:13] - Closing Thoughts and Course Announcement

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify. The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.Expect to Learn:How Amalgam helps businesses automate data processes without complex implementationsKey challenges in transitioning from simple tools to robust financial platformsThe role of AI in finance and how to prepare for its ongoing integrationJoe’s approach to investing in AI-focused startups and risk mitigationPractical steps finance teams can take today to become more tech-enabledJoe’s insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you’re in finance, tech, or an entrepreneurial role, Joe’s practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:56] – The creation and purpose of Amalgam[02:07] – Challenges in scaling a product for the finance market[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam[05:46] – Thoughts on agnostic, supportive, and proactive AI investments[11:09] – How not storing data directly adds value and simplicity[18:51] – Joe’s three-part approach for finance teams preparing for AI[21:19] – Moving beyond chatbots to a seamless integration in daily workflows[28:12] – Fun segment – “Get to Know You”[32:47] – Closing remarks and final thoughts

In this episode, Paul Barnhurst, host of Financial Modeler’s Corner, is joined by Carl Seidman, an experienced financial consultant and financial modeling expert. Together, they explore the intricacies of financial modeling, discuss the art and strategy of dynamic cash flow modeling, and touch on the unique challenges and lessons Carl has gathered from his years in turnaround consulting. They also discuss the broader skills and mindset shifts required for modelers who aim to excel in the complex field of financial analysis and corporate finance.Carl Seidman is the founder of Seidman Financial and a recognized expert in financial planning, forecasting, and modeling. With experience in turnaround consulting and as a fractional CFO, Carl has worked extensively with underperforming companies and complex restructuring cases. He brings an in-depth understanding of the strategic nuances in financial modeling and cash flow management, which he shares in this episode.Key takeaways from this week's episode include:The importance of long-term, flexible thinking in financial modeling and planning.Carl’s top lesson learned from a modeling “horror story” and how it shaped his approach to dynamic modeling.How dynamic arrays are transforming cash flow modeling and how to implement them.Why operational knowledge is crucial for effective financial modeling in turnaround situations.The value of networking and formal certifications in restructuring and financial advisory roles.Here are a few quotes from Carl Seidman:"Financial modeling in complex situations is about facilitating discussions, not just presenting numbers." "A good model tells you the ‘what,’ but the analysis and conversations that follow tell you the ‘so what’ and ‘now what.’""It's important to know when to push the boundaries of what a model can do and when to keep things simple."In this insightful episode, Carl Seidman leaves listeners with practical advice and a fresh perspective on financial modeling’s role in modern business. He highlights the value of flexibility, clear communication, and a long-term mindset, particularly in the complex terrain of turnaround consulting. Follow Carl:Website - https://seidmanfinancial.com/LinkedIn - http://linkedin.com/in/carlseidmanFollow 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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:12] – Introduction to the episode and guest[05:44] – Key Lessons in Modeling and Long-Term Strategy[10:36] – From PwC to Turnaround Consulting[16:02] – Certified Insolvency and Restructuring Advisor (CIRA)[20:20] – Diagnosing Cash Flow Issues in Underperforming Companies[28:52] – Embracing Dynamic Arrays for Efficient Cash Flow Modeling[32:40] – Modeling Mindset: Curiosity and Continuous Improvement[37:57] – Rapid-Fire Q&A: Financial Modeling Preferences[41:59] – Advice for Aspiring Modelers: Practice and Experiment[43:30] – Closing Remarks and Where to Connect

In this episode, host Paul Barnhurst (aka The FP&A Guy) dives deep into the evolving world of Financial Planning & Analysis with Olivia MacDonald, a highly skilled financial professional with a diverse background in FP&A process optimization and system implementation. The conversation explores what makes FP&A great, focusing on business partnerships and the strategic role FP&A can play beyond just reporting numbers.Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data. Her non-traditional path into FP&A—from audit to FP&A consultancy—gives her a unique perspective on how finance can be a business driver, not just a reporting function.Expect to LearnWhat distinguishes great FP&A teams, with a focus on strategic business partnering.How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.The importance of building strong relationships as an FP&A professional and working with different business units.Olivia’s unique career journey from auditing in Ireland to working in FP&A and the key lessons learned.Strategies to streamline the budgeting process and engage business partners in decision-making.Here are a few relevant quotes from the episode:“FP&A shouldn’t just be a reporting function. It needs to be a strategic business partner that helps drive decision-making.” - Olivia MacDonald“Having mentors who can tell you, ‘That’s a bad idea,’ is invaluable. It’s how I ended up taking risks in my career that paid off.” - Olivia MacDonald“When I got into FP&A, I realized how important it is to be a business partner, not just a numbers person.”  - Olivia MacDonaldThis episode with Olivia MacDonald takes us through the evolving role of FP&A where she emphasizes the importance of involving business partners in the budgeting process, learning from mentors, and embracing technology, including generative AI.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Olivia:LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online 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[02:13] Introduction to the episode and guest[04:22] What Does Great FP&A Look Like? [06:21] Olivia’s Journey from Auditing to FP&A [09:31] Learning from Audit to Excel in FP&A [12:31] Transition to Canada and FP&A Consulting[22:09] Data Skills and the Future of FP&A [29:03] Tips for Selecting FP&A Tools  [38:54] A Blitz Approach to Budgeting [46:55] Using Generative AI in FP&A [55:49] Closing Thoughts & Advice

In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.In this episode, you will discover:How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe’s perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe’s perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/h8cTGeRFollow 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:[01:47] – Real Use Cases of Generative AI[09:14] – Introduction to guest Joe Manganelli[11:13] – Overcoming Challenges and Scaling the Product[13:51] – Joe’s Investment Philosophy in AI and Startups[19:36] – Amalgam’s Data Security and Efficiency Approach[28:05] – The ‘Walk Before You Run’ Strategy for AI in Finance[30:33] – The Proactive Potential of Generative AI in Finance[35:16] – Future of Predictive Financial Analysis with AI[38:01] – Fun Q&A segment with Joe[42:01] – Closing Remarks and Wrap Up

In this episode of Financial Modelers Corner, host Paul Barnhurst (aka The FP&A Guy) is joined by guest Mark Proctor. Together, they delve into the intricacies of financial modeling and data analysis, with a focus on building efficient models and leveraging automation in Excel. Mark shares his deep expertise on why structure is key, how to automate tedious tasks, and how Excel continues to evolve to meet the demands of modern financial professionals.Mark Proctor is a seasoned financial professional with a background in accounting and finance, an Excel MVP, and the founder of Excel Off the Grid, a platform dedicated to improving efficiency and effectiveness in Excel. With decades of experience, Mark's insights are invaluable for anyone looking to optimize their use of Excel for financial modeling and beyond. He has helped countless professionals streamline their work through better data structure and automation techniques.Key takeaways from this week's episode include:Key differences between financial modeling and data analysisImportance of automation in Excel and how tools like Power Query and Power Pivot can drastically improve efficiency.Why traditional tools like Vlookup aren’t ideal for modern data analysis and what functions you should be using instead.How to approach building models that are flexible and easy to use, even when multiple stakeholders are involved.Practical strategies for reducing manual processes and eliminating the need for repetitive tasks in Excel.Here are a few quotes from Mark Proctor:"Hard coding is the enemy of a flexible financial model. Once you start hard coding, you lose the ability to see what's really driving the model.""One of the key takeaways from bad models is that manual adjustments should always be documented and trackable.""Automation should be about freeing up your time to focus on high-value tasks, not just about making things faster."As Excel continues to evolve with powerful features like dynamic arrays and advanced automation, the tools discussed in this episode are essential for anyone looking to keep pace with the future of financial modeling. Mark’s emphasis on mastering the basics and thinking structurally will help you work faster and more effectively.Follow Mark:Website - https://exceloffthegrid.com/LinkedIn - https://www.linkedin.com/in/markstephenproctor/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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:54] - Financial Modeling Horror Stories[04:55] - Lessons from Bad Models[06:28] - Mark's Career Journey and Background[12:59] - Data Analysis vs. Financial Modeling[19:17] - Excel as a Data Analysis Tool: Key Innovations[22:55] - Automation in Excel and Practical Tips[33:59] - The Importance of Mastering Excel Basics[44:19] - Wrap-Up and Closing Remarks

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) engages in a deep discussion with guest Aaron Goss where they explore the intricacies of effective FP&A from the perspective of a company leader. The conversation provides insights into how budgeting and forecasting evolve when a company transitions from privately owned to being backed by private equity. Aaron Goss is a seasoned executive with a unique career path. Starting as a part-time sales employee, Aaron quickly rose to the position of Chief Revenue Officer before becoming president of Brothers Paving and Concrete. With a background in public administration, Aaron brings a fresh perspective to leadership in the construction industry, having steered his company from small-scale operations to large-scale growth under private equity backing.Expect to LearnHow Aaron Goss defines good FP&A and what makes an ideal business partner for a CEO.The differences between budgeting in a privately owned company versus one backed by private equity.Leadership strategies to improve collaboration between finance and operations teams.Insights into transitioning from sales to executive leadership, and how skills from different fields translate into success.How empathy and understanding the challenges of other departments lead to better leadership and company culture.Here are a few relevant quotes from the episode:"There’s often a natural conflict between the CEO's broad vision and the finance team’s need for detail, but it’s essential to balance those perspectives." - Aaron Goss"Being a partner in solutions, rather than just a reporter of data, is what makes FP&A truly effective." - Aaron Goss"A great leader is a great coach, communicator, and someone who can build trust across teams, regardless of their technical expertise." - Aaron GossThis conversation with Aaron Goss offers a wealth of insight into team collaboration, effective FP&A, and executive leadership. He emphasizes the need for empathy, clear communication, and balancing details with the broader company vision.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Aaron:Email - [email protected] - https://www.linkedin.com/in/aaron-goss-a06b36b/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online 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[01:25] - Introduction to the episode [03:06] - What is great FP&A to a CEO?[10:24] - Budgeting process in different ownership structures[17:10] - Leadership and finance collaboration[23:08] - The importance of understanding operations[28:04] - Sales and finance relationship dynamics[31:52] - Key skills for FP&A professionals[43:11] - Final thoughts on business partnering[47:20] - Wrap up and contact information

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies. Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.Expect to Learn:How generative AI can revolutionize corporate financePractical examples of how AI tools can improve productivity for finance professionals.The importance of becoming a "citizen developer" in the finance industryThe role of Python in automating financial processes and making data-driven predictions.The best practices for finance professionals to adopt AI and integrate it securely Whether you’re already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas’ advice and experience provide a valuable roadmap for leveraging these technologies effectively.Follow Nicolas:LinkedIn: https://www.linkedin.com/in/bouchernicolas/Website: https://ai-finance.club/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:04] - Introduction of Nicolas Boucher[01:46] - Nicolas’ AI Discovery Journey[03:47] - Using AI in Day-to-Day Business[08:03] - The Role of Python and Automation in Finance[15:05] - Exciting AI-Powered Software in Finance[20:11] - Democratizing Finance Through AI[25:31] - How Finance Professionals Can Stay Ahead in AI[30:12] - Random Question Segment[36:28] - Closing Thoughts and contact information

In this episode of Financial Modeler’s Corner, host Paul Barnhurst dives into the evolution of financial modeling with guest Chase Wright. The discussion focuses on modern financial modeling tools and workflows, particularly a new spreadsheet tool called Equals, and how it compares to Excel and Google Sheets. Wright shares his journey from a finance background to working at startups, where he developed innovative methods to streamline financial operations using cutting-edge tools.Chase Wright is a seasoned finance executive with a decade of experience across startups and tech companies like GitLab, Instabug, and Red Hat. Currently the Head of Finance and Data at Uniqode, Chase has a unique blend of corporate finance, data science, and business management expertise. He’s also an advisor to Cacheflow and a limited partner at FOG Ventures. With an engineering background and deep experience in finance, Chase brings a fresh perspective on the challenges and innovations in financial modeling.Key takeaways from this week's episode include:How Chase Wright’s career journey led him to innovate in financial modelingThe role of modern spreadsheet tools like Equals in finance and data teamsHow to use tools like Equals to automate reporting and financial analysisThe importance of balancing curiosity and necessity when developing career skillsThe pros and cons of traditional modeling tools like Excel and Google Sheets versus newer alternativesHere are a few quotes from Chase Wright:“Equals is a modern spreadsheet for data and finance teams, connecting directly to your data sources.” - Chase Wright“Financial models are incredibly helpful, but at the end of the day, it's the intuition behind the model that really matters.” - Chase Wright“Slack integration in Equals makes communicating insights across the company incredibly simple.” - Chase Wright“AI in Equals acts as a copilot, making things like summing columns or adding borders incredibly intuitive.” - Chase WrightIn this episode, Chase Wright shares his journey from struggling with complex models in Excel to embracing the automation and connectivity that Equals offers highlights the growing need for more intuitive and efficient financial tools. He emphasizes that the right tools, combined with critical thinking, can not only improve workflows but also provide deeper insights that drive business success.Follow Chase:Website - https://www.uniqode.com/LinkedIn - https://www.linkedin.com/in/chasewright/Blog - https://medium.com/uniqode-secret-sauce/an-operators-guide-for-managing-your-saas-startup-s-cash-flow-c1dbfc3a1e71Follow 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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:45] – Introduction to Chase Wright and his journey[02:54] – The nightmare of VBA models and lessons[04:24] – Educational Path: Finance to Engineering[07:01] – Equals: The modern spreadsheet tool[15:13] – How Equals Simplifies Data Integration[20:02] – Financial modeling: Critical Thinking in Action[31:03] – Rapid Fire Segment: Excel and Equals [39:37] – Conclusion and Final Thoughts

In this episode, Paul Barnhurst dives deep into practical frameworks and leadership strategies for finance professionals with guest Brett Hampson. Brett discusses what he believes constitutes great FP&A and how grassroots finance transformations, rather than top-down technology implementations, can foster a proactive, value-creating FP&A culture. Brett Hampson has spent over a decade in corporate FP&A, working with some of the world’s largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.Expect to LearnWhat grassroots finance transformation entails and why it’s preferable to technology-centric approaches.How to implement Brett’s FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.How to leverage attribution analysis and storytelling to enhance FP&A’s influence on business decisions.Tips on creating a culture of continuous improvement within FP&A by focusing on people, processes, and technology in that order.Here are a few relevant quotes from the episode:“Grassroots finance transformation happens when each person on the team has their own vision and works towards solving specific challenges.” - Brett Hampson“Technology alone doesn’t solve problems. It might fix one, but often creates new ones if cultural issues aren’t addressed first.” - Brett Hampson“Our greatest challenge in FP&A is often ourselves – we need to avoid being too introspective and focus on the business.” - Brett HampsonWith insights into creating effective FP&A systems and teams, Brett Hampson provides a refreshing perspective on FP&A transformation. He highlights the importance of people, process, and then technology, in that order, as the foundation for a high-performing FP&A team.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brett:Website - https://bretthampson.gumroad.com/l/proactiveLinkedIn - https://www.linkedin.com/in/brett-hampson/Newsletter - https://blog.forecastingperformance.com/subscribeFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online 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[02:12] - Brett’s Background and Introduction[05:17] - The Creation of The FP&A Operating System[08:04] - Developing a Proactive FP&A Culture[13:22] - Grassroots FP&A Transformation[16:32] - People and Process Before Technology[29:28] - Building the Right Team and Culture[35:11] - Establishing Efficient Processes with the FP&A Flywheel[39:52] - Case Study: Turning Around Forecast Accuracy[52:16] - Final Advice and Wrap-Up

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions. Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.In this episode, you will discover:How AI can analyze real-time events to provide actionable investment insights for retail investorsThe role of data in replacing opinion-based decisions with factual, evidence-driven analysis Strategies for successfully integrating AI tools into financial decision-making processesInsights into the challenges and rewards of being a startup entrepreneur in the fintech spaceKey factors in building AI models specific to financial services and tailoring models to sector-specific needsThe conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.Follow Andrew:LinkedIn: https://www.linkedin.com/in/einhorn/Website: https://www.levelfields.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://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:09] – Why your company needs an AI strategy[09:59] – Navigating the pitfalls of early AI adoption[16:50] – Introducing Andrew Einhorn and Level Fields[18:01] – The entrepreneurial drive and startup challenges[24:02] – From epidemiology to AI in finance[33:14] – How level fields makes advanced investment analysis accessible[40:27] – Leveraging proprietary AI models in financial analysis[44:05] – Quick-fire personal questions with Andrew[47:12] – Closing remarks and wrap up

In this innovative episode, Paul Barnhurst experiments with Google’s AI tool, Notebook LM, and transforms previous guest interviews into an AI-generated episode. He explores the insights and best practices in financial modeling, as shared by veterans Scott Rostan, founder of Training the Street, and Ian Bennett, a PwC Australia leader with extensive experience in managing large modeling teams. By leveraging AI, this episode explores how technology can recreate meaningful conversations with industry leaders, providing an interactive look at best practices, common pitfalls, and the evolving landscape of financial modeling. Paul explores advanced technical skills and the human elements that are essential to successful financial modeling.Key takeaways from this week's episode include:Four essential key pillars for excelling in financial modelingStrategies for maintaining simplicity and auditability in financial modelsEmerging tools in Excel and functionality of traditional financial modelingHow financial modeling expertise goes beyond technical skills Insights on the potential future of financial modeling with AI advancements Quotes from the Episode:"Even in the world of complex finance, sometimes the simplest approach is the best approach." - Scott Rostan"It’s about seeing the big picture, understanding your client’s needs and using your modeling skills to craft a solution, not just a spreadsheet." - Ian Bennett"AI will get really good at those technical tasks, cleaning up data, maybe running some basic forecasts, but that just frees us humans up to focus on the stuff that requires creativity, critical thinking, and emotional intelligence." - AIIn this special AI-driven episode, Paul Barnhurst invites listeners to consider how the field of financial modeling is both grounded in foundational skills and evolving with new technologies. It’s about connecting with clients, asking the right questions, and using your skills to drive better business decisions.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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:17] Introduction to the episode[03:57] Lessons from modeling mistakes[06:29] Four key pillars of financial modeling[08:51] Managing large-scale models[13:40] Excel’s power stack and future enhancements[15:14] Modeling standards and best practices[19:38] Excel’s longevity and AI’s role[22:44] The World of fractional FP&A [27:38] AI’s place in financial modeling[33:16] Wrap-up and invitation for feedback

In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the future of Financial Planning and Analysis (FP&A) with guest Soufyan Hamid. The discussion focuses on the evolving role of FP&A, from its traditional technical functions to a more business-focused and communicative role. Soufyan shares his journey and insights into improving presentation skills, communication, and becoming a valued business partner in the finance world.Soufyan Hamid has over 17 years of corporate experience in finance, starting in auditing and consulting with PwC before becoming a finance business partner. Today, he leads The Finance Circle, where he trains finance professionals on improving their storytelling and presentation skills, a key aspect often missing in FP&A. Soufyan is known for his Financial Storytelling Program and his popular LinkedIn presence, where he shares tips with over 75,000 followers.Expect to LearnWhy it's not just about numbers but adding strategic value to the business.How effective storytelling can turn data into impactful business insights.Soufyan’s transition from corporate finance to entrepreneurship.How to prepare messages that resonate and drive action.Overcoming the habit of over-detailing and shifting focus to clear communication.Here are a few relevant quotes from the episode:“Great FP&A today is about balancing technical skills with business partnering to add real value beyond the numbers.” - Soufyan Hamid“In finance, it’s not just about the analysis, it’s about what you do with it and how you communicate it to others.” - Soufyan Hamid“Storytelling in finance is essential because it helps non-financial people understand the business impact behind the numbers.” - Soufyan Hamid“You need to focus on what’s important to your audience, not just what you think is important in the data.” - Soufyan HamidThis episode underscores the power of clear, concise communication in transforming financial analysis into business value. Soufyan provides practical tips and frameworks, such as the "what, so what, now what" method, and shares actionable insights for FP&A professionals looking to make a greater impact.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Soufyan:Website - www.thefinancecircle.comLinkedIn - https://www.linkedin.com/in/soufyanhamid/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online 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[01:38] – Introduction to the episode[04:04] – What makes great FP&A today[05:30] – Key lessons from auditing[08:10] – A passion for finance business partnering[12:08] – Soufyan’s transition to entrepreneurship[18:59] – Discovering the power of storytelling[27:24] – The four-step framework for presentations[40:56] – Standard FP&A questions and insights[46:36] – Personal insights: hobbies and favorite book[52:18] – Closing and how to connect

In this episode of Financial Modelers Corner, host Paul Barnhurst dives deep into the world of Quality of Earnings (QofE) with expert guest Patrick McMillan, a seasoned CFO and transaction advisor. The conversation explores the intricacies of QofE, its importance in financial transactions, and the role it plays in assessing a company's financial health during mergers and acquisitions. Patrick shares real-world examples and insights into how financial professionals can use QofE to make informed decisions.Patrick McMillan is a fractional CFO and transaction advisor at Amplēo, a Utah-based firm specializing in providing executive support to growing companies. With over two decades of experience in guiding businesses through periods of growth and M&A transactions, Patrick is known for his expertise in Quality of Earnings analysis. He brings a dynamic and passionate approach to finance, blending technical skill with strong storytelling abilities to help businesses navigate complex financial landscapes.Key takeaways from this week's episode include:The role of Quality of Earnings (QofE) in mergers and acquisitions, and how it differs from an audit.How to differentiate between non-recurring and operating items when analyzing financial statements.The importance of normalizing earnings for better understanding of a company’s performance.Why soft skills like communication and storytelling are crucial in financial analysis.Insights into how personal finance modeling can improve your financial modeling skills.Here are a few quotes from Patrick McMillan:"Quality of earnings isn't just an audit; it shows you how and why a company is performing in a certain way." - Patrick McMillan"Understanding non-operating and non-recurring items is crucial to a quality of earnings report." - Patrick McMillan"Patience is the most important lesson I’ve learned in my career, especially in communication." - Patrick McMillan"Modeling your own personal finances is a great way to practice financial modeling skills." - Patrick McMillanWith actionable advice on financial modeling, transaction strategies, and lessons learned from his personal experiences, Patrick’s insights will resonate with professionals looking to sharpen their financial skills and improve decision-making in dynamic business environments.Follow Patrick:Website - https://ampleo.com/contact/LinkedIn - https://www.linkedin.com/in/patrickmcmillan/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 www.fminstitute.com/podcast and use the code “Podcast” to save 15% when you register. In today’s episode: [01:10] - Introduction to Patrick McMillan [04:25] - Worst Financial Model Story[07:30] - Quality of Earnings vs. Audits[09:30] - Identifying Non-Recurring vs. Operating Items[13:31] - Patrick’s Journey to Becoming the "QofE Guy"[17:57] - The technical understanding of QofE[24:51] - Patrick’s decision for MBA[29:56] - Importance of soft skills in QofE[35:20] - Rapid-Fire Financial Modeling Tips[38:44] - Personal Insights: Mountain Biking and Life Lessons

In this special episode, Paul Barnhurst, aka the FP&A Guy, recaps key insights from the past six months of interviews on the "FP&A Tomorrow" podcast. He reflects on the soft and technical skills needed for financial planning and analysis (FP&A) professionals, shares standout advice from his expert guests, and dives into what makes great FP&A. Paul Barnhurst, known as the FP&A Guy, is a finance professional with years of experience in the field of FP&A. Through his podcast, Paul brings in thought leaders to share their expertise, providing actionable advice for finance professionals looking to level up their skills. The episode is packed with tips from top CFOs, finance leaders, and FP&A professionals who have shaped the field.Expect to Learn:Learn the human skills that will help you collaborate better and drive impact in your organization.Discover why financial modeling, Excel mastery, and understanding data are critical for FP&A success.Hear expert perspectives on what makes FP&A teams truly world-class, with an emphasis on technology, data, and strategy.How to translate complex financial data into actionable insights that your business partners can easily understand.Why anticipating business needs and solving complex problems are vital traits for anyone in finance.Here are a few relevant quotes from the episode:"In FP&A, communication skills are crucial because you're translating complex finance into actionable insights." - Paul Barnhurst"Learning to simplify is an art. Great FP&A professionals can take complex models and make them understandable." - Paul Barnhurst"Understanding data architecture has been huge in my career—knowing how systems work together can set you apart." - Paul Barnhurst"Great FP&A comes down to having the right people with the right skills, all working toward the same goal." - Paul BarnhurstFrom mastering technical skills like financial modeling to honing soft skills like empathy and storytelling, Paul highlights how FP&A professionals can drive real business impact. By empowering teams with data, communicating clearly, and anticipating future needs, FP&A becomes more than just a financial function—it becomes a strategic partner to the business. Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online 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[01:29] – Introduction and overview[03:27] – Key soft skills in FP&A[09:44] – Essential technical skills[15:50] – Personal dinner choices[20:10] – Defining great FP&A[26:25] – Courses and training for FP&A[31:41] – Business partnering in FP&A[36:37] – Final reflections and wrap up