Explorez tous les épisodes du podcast The FP&A Guy Network
| Titre | Date | Durée | |
|---|---|---|---|
| Are You Solving Business Problems or Just Reporting Numbers? with Eric Alexander | 17 sept. 2026 | 00:50:03 | |
In this episode of FP&A Unlocked, Paul Barnhurst speaks with Eric Alexander about building effective FP&A functions, developing business acumen, and preparing finance professionals for leadership. Eric explains why finance teams need to look beyond the numbers, understand the business, communicate effectively, and develop the leadership skills needed to create greater impact. Eric Alexander is the President of Six Arrows Consulting and an advisor, speaker, and author with nearly 40 years of financial management experience, including 20 years in CFO roles. He served as CFO of Happy State Bank and now provides leadership development, strategic planning, finance function, and advisory services to community banks and mid-market companies. He is also the author of Stewardship Leadership for Stinking Accountants: Serving as the CFO. Expect to Learn:
Here are a few relevant quotes from the episode:
Eric emphasizes that strong finance professionals need more than technical expertise. They must understand the business behind the numbers, communicate their insights, collaborate across functions, and help leaders make better decisions. As professionals move toward CFO roles, leadership, strategy, communication, and stewardship become increasingly important Follow Eric:
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [03:55] - What Great FP&A Looks Like [04:47] - Building a Strong FP&A Function [07:43] - Understanding the Business Behind the Numbers [09:23] - Building Business Acumen [13:39] - Moving From Accounting to FP&A [16:19] - The Path to CFO [20:31] - Leadership & Constructive Disagreement [26:06] - Pre-Mortems & Better Decisions [30:03] - Point Estimates vs. Ranges [38:10] - Stewardship Leadership & The CFO Role [43:57] - Technical & Human Skills for FP&A [46:19] - Personal Questions & Closing Thoughts | |||
| Why CFOs Should Lead AI Adoption Instead of Leaving It Solely to IT | 16 sept. 2026 | 00:18:56 | |
In this episode of Future Finance, Paul Barnhurst speaks with Glenn Hopper about his new book, The AI-Ready CFO, and what finance leaders need to do to successfully adopt AI. Glenn explains why CFOs must take a leadership role in AI strategy, how finance can balance innovation with risk management, and why successful AI implementation starts with data readiness, process improvement, and strong governance. In this episode, you will discover:
Glenn explains that AI adoption is not just about choosing new tools. Finance leaders need to understand their current processes, establish a baseline, identify opportunities, run focused pilots, and use evidence to decide what should be scaled. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Glenn’s new book: The AI-Ready CFO https://robocfo.ai/ai-ready-cfo Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] - Trailer: The AI-Ready CFO [03:54] - The AI-Ready CFO Explained [08:59] - The Changing CFO Role [13:27] - Why Finance Should Lead AI [16:46] - AI Change Management [21:32] - Building an AI Strategy [27:39] - Trust, Governance & AI [32:32] - Transparent AI Processes [36:30] - AI Build vs. Buy [40:02] - Building AI Agents [43:21] - Closing Thoughts | |||
| Building AI for the Top 1% of Excel Users with Peter Fuller | 15 sept. 2026 | 00:50:12 | |
In this episode of Financial Modeler’s Corner, the Mod Squad, Ian Schnoor, Giles Male, and Paul Barnhurst, speak with Peter Fuller about AI-powered financial modeling and the rapidly changing future of Excel. Peter shares how Tracelight evolved from an AI-for-Excel tool into a broader AI workspace for professionals in finance and consulting. Peter Fuller is the Co-Founder and CEO of Tracelight, based in London, England. Before founding Tracelight in 2024, he was an early-stage venture capital investor at Entrepreneurs First and spent five years at McKinsey, including time with QuantumBlack, McKinsey’s AI practice. His background combines finance, consulting, venture capital, AI, and financial modeling. Expect to Learn
Here are a few quotes from the episode:
Peter explains why he sees AI as an opportunity for financial modelers rather than simply a threat. As AI becomes more capable, he expects modelers to move beyond manually building spreadsheets and toward creating models that become a persistent part of how businesses operate. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Peter: LinkedIn - https://www.linkedin.com/in/peter-fuller-/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. In Today's Episode: [00:00] - Trailer & Introduction [03:40] - Building AI for Excel [07:14] - Competing With Big AI Labs [11:27] - Tracelight's Strategy [15:30] - Tracelight's Core Customers [16:23] - AI Harnesses & Orchestration [19:32] - The Future of AI Models [22:10] - Multi-Model AI Workflows [27:44] - Enterprise Growth & User Love [33:32] - The Tracelight Platform [43:03] - Excel, AI & The Future of Modeling [47:13] - The Future of Financial Modelers | |||
| Only 6% of Finance Teams Actually Influence Decisions | Soufyan Hamid | 10 sept. 2026 | 00:58:02 | |
In this episode of FP&A Unlocked, Paul Barnhurst speaks with Soufyan Hamid about financial storytelling, finance business partnering, and how finance professionals can move from reporting numbers to influencing business decisions. Soufyan explains why numbers need context, how finance teams can systematize storytelling, and why communication, business acumen, and empathy are essential skills for creating strategic impact. Soufyan Hamid is a finance professional, corporate trainer, EMBA lecturer, and keynote speaker who specializes in systematizing storytelling for finance teams. He helps finance professionals strengthen their communication and financial storytelling skills. Expect to Learn:
Here are a few relevant quotes from the episode:
Soufyan explains that effective financial storytelling is about more than presenting numbers. Finance professionals need to understand their audience, prioritize what matters, provide context, and help the business make better decisions. Follow Soufyan:
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [03:13] - What Great FP&A Looks Like [05:46] - Why Finance Needs Storytelling [12:28] - Making Financial Storytelling Useful [16:02] - Why Numbers Need Context [19:57] - Systematizing Storytelling & the FP&A Maturity Model [29:38] - Storytelling, Business Partnering & Influence [34:21] - Common Finance Presentation Mistakes [40:13] - Complexity Is a Failure of Empathy [46:05] - Technical & Human Skills for FP&A [49:53] - The Mindset Shift: Learning to Prioritize [56:15] - Building Better Finance Teams & Closing Thoughts | |||
| The CFO Should Own AI, Not IT | Glenn Hopper on The AI-Ready CFO | 09 sept. 2026 | 00:46:50 | |
In this episode of Future Finance, Paul Barnhurst speaks with Glenn Hopper about his new book, The AI-Ready CFO, and how finance leaders can successfully navigate AI adoption. Glenn explains why CFOs need to take ownership of AI strategy, how to balance speed with risk, and why strong governance, data readiness, and change management are essential for building trust in AI. In this episode, you will discover:
AI adoption is not just about selecting new tools. Glenn explains that successful implementation starts with understanding current processes, improving data readiness, creating measurable baselines, and building systems that allow people to trust AI outputs. For CFOs, the future role is not becoming an AI engineer, but becoming the leader who ensures AI is used responsibly and effectively across the organization. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Glenn’s new book: The AI-Ready CFO https://robocfo.ai/ai-ready-cfo Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] - Trailer: The AI-Ready CFO [03:54] - The AI-Ready CFO Explained [08:59] - The Changing CFO Role [13:27] - Why Finance Should Lead AI [16:46] - AI Change Management [21:32] - Building an AI Strategy [27:39] - Trust, Governance & AI [32:32] - Transparent AI Processes [36:30] - AI Build vs. Buy [40:02] - Building AI Agents [43:21] - Closing Thoughts | |||
| Pitch Anything's Oren Klaff: From Spreadsheet to Deal Table | 08 sept. 2026 | 00:49:05 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Oren Klaff about how financial modeling can become a powerful tool for deal-making, investment decisions, and career growth. Oren explains why modelers should focus on identifying key sensitivities, communicating insights effectively, and helping buyers and sellers find ways to make deals work rather than simply pointing out flaws. Oren Klaff is a Private Equity Fund Manager and the bestselling author of Pitch Anything. Based in Beverly Hills, California, he focuses on recruiting smart people to join his portfolio companies. Oren began his career as a financial analyst in private equity before moving into deal-making and capital raising. His experience in financial modeling has played a key role in his approach to deal-making and raising capital. Expect to Learn:
Here are a few relevant quotes from the episode:
Oren explains that the real value of a modeler goes beyond building technically complex spreadsheets. The best modelers help decision-makers understand what matters, communicate uncertainty, and find practical ways to move a deal forward. A strong model should also be simple enough for business users to operate and robust enough to withstand scrutiny. Join FMI’s Global Conference: Take your financial modeling skills to the next level with FMI’s Global Financial Modeling Conference. Experience 24 hours of learning, networking, and practical insights from leading experts across the finance community. Register today: https://fminstitute.com/conference/ Follow Oren: LinkedIn: https://www.linkedin.com/in/orenklaff/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. In Today's Episode: [00:00] - Trailer [05:20] - Finding Insight in the Numbers [07:28] - Moving From Analyst to Deal Maker [10:58] - Using Modeling Without Antagonizing the Other Side [15:26] - Price, Terms, and Making Deals Work [20:11] - Real-World Applications of Modeling in Deals [23:24] - Modeling Horror Stories & What Good Models Look Like [31:25] - Building Models That Help Raise Money [35:20] - Storytelling With Numbers [40:13] - Pitch Anything and the Role of Status [43:24] - Rapid Fire: Excel, AI, Sensitivity Analysis & More [44:53] - Final Advice for Advancing Your Modeling Career | |||
| Why Your Brilliant Financial Analysis Gets Ignored: The Precision Trap with Asif Masani | 03 sept. 2026 | 00:47:10 | |
In this episode of FP&A Unlocked, Paul Barnhurst speaks with Asif Masani about his new book, The Precision Trap, and why finance teams can focus too much on accuracy and miss the decision window. Asif explains how FP&A professionals can deliver timely analysis, influence business decisions, and become stronger business partners. Asif Masani is a Director at FP&A Professionals Institute and FP&A Jobs, an author, and Udemy instructor focused on helping finance professionals develop their FP&A skills. He is the author of All About FP&A, From Accounting to FP&A, and Data Storytelling Playbook. Expect to Learn:
Here are a few relevant quotes from the episode:
The key to avoiding the precision trap is understanding what decision the analysis needs to support, who needs it, and when they need it. Asif explains why finance professionals should focus on delivering useful analysis at the right time and earning a place in important business decisions. Follow Asif:
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [04:58] - What Great FP&A Looks Like [10:30] - Building the FP&A Professionals Institute [18:33] - Understanding the Precision Trap [20:35] - Why Timely Analysis Matters [29:44] - Spotting the Precision Trap in Organizations [35:16] - Essential FP&A Skills [38:04] - The DERP Framework [39:54] - Getting to Know Asif [44:56] - Final Advice for Finance Professionals | |||
| Why Better Workflows Matter More Than Better Prompts | 02 sept. 2026 | 00:19:29 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper discuss AI fatigue and why finance professionals should focus less on chasing new models and more on using AI effectively. They share practical ways to improve AI results through better instructions, reference files, context, and data foundations. In this episode, you will discover:
Paul and Glenn emphasize that finance teams do not need to build complicated systems immediately. Starting with clear data definitions, documented sources, and simple context files can already make AI much more useful. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today's Episode: [00:00] - Introduction [01:07] - AI Fatigue [04:09] - Using AI Effectively [05:44] - The Changing Role of Prompting [07:40] - AI for Financial Modelling [11:37] - AI and Finance Data [14:47] - Building a Data Foundation [18:10] - Practical AI Tips [19:08] - Closing Thoughts | |||
| Why AI Makes Financial Modeling Best Practices More Important with Marli van Staden-Basson | 01 sept. 2026 | 00:53:16 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Marli van Staden-Basson about best-practice financial modeling, AI, model design, and the skills needed to build reliable models. Marli explains why transparency, usability, and risk management matter, and how AI makes strong modeling practices even more important. Marli van Staden-Basson is the founder and financial modeling specialist at Near Future Limited, with over 20 years of experience in corporate and infrastructure finance. She specializes in renewable energy and digital infrastructure modeling, including complex model development and independent model audits. Expect to Learn:
Here are a few relevant quotes from the episode:
AI can make modeling faster, but Marli explains why it does not replace good modeling practices. Clear design, purposeful structure, checks, and human judgement remain essential for creating models that are reliable and easy to review. Follow Marli: LinkedIn: https://www.linkedin.com/in/marli-van-staden-basson-7119ba28/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode: [00:00] - Trailer [03:29] - Building a Career in Financial Modeling [07:18] - Breaking the Modeler Stereotype [10:54] - Financial Modeling Horror Stories [18:49] - Starting a Financial Modeling Consultancy [24:28] - AI and Best-Practice Modeling [30:26] - Why Model Design Matters [37:07] - Tips for Building Better Models [41:23] - Worst Modeling Practices to Avoid [47:43] - Excel Rapid Fire [51:05] - AI and the Future of Modeling | |||
| The Budget Isn't the Goal. Building a Better Business Is with Zach & Chris | 27 août 2026 | 01:02:45 | |
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation explores how finance teams should think about the purpose of budgeting, balancing control with agility, involving the business in the planning process, and using forecasting as a tool for better decision-making. Zach Rial is a finance leader at AskElephant, a startup focused on revenue and conversation intelligence. He brings experience as an operator who uses finance, FP&A, and business insights to help companies grow and improve decision-making. Chris Ortega is the CEO of Fresh FP&A, a global fractional CFO and advisory firm supporting small and medium-sized businesses. Chris has over 20 years of experience in accounting, finance, and leadership roles, helping organizations build, scale, and prepare for growth. Expect to Learn:
Here are a few relevant quotes from the episode:
Effective budgeting is not about predicting the future perfectly, it is about creating alignment, understanding business drivers, and enabling better decisions. The strongest FP&A teams use budgets and forecasts as tools to guide the business, build trust, and help leaders navigate uncertainty. Follow Zach:
Follow Chris:
Follow Glenn:
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Introduction [06:20] - The Purpose of Budgeting [12:26] - Making Budgeting a Business Process [17:24] - Building a Better Planning Approach [26:51] - Practical Budgeting and Forecasting Tips [37:44] - Building Trust With Business Partners [44:35] - Managing AI Costs and Governance [54:18] - Balancing Budget Control and Agility [58:35] - Final Advice | |||
| How Finance Pros Should Manage Data Context and Token Forecasting | 26 août 2026 | 00:42:27 | |
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss AI fatigue, better ways for finance teams to use AI, and the growing challenge of forecasting AI costs. They explore why finance leaders should focus less on chasing new models and more on building the data, context, and workflows needed to get real value from AI. In this episode, you will discover:
Paul and Glenn explain why effective AI adoption isn't about using the most tokens or knowing every new tool. It's about using AI to help finance make better, faster decisions. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [03:17] – AI Fatigue & Model Overload [09:38] – Beyond Prompt Engineering [16:03] – Building Better AI Context [24:29] – Organizing Finance Knowledge [27:29] – Token Maxing & AI Costs [32:06] – Forecasting Token Spend [38:23] – Focusing on Business Value [41:43] – Closing Thoughts | |||
| What Separates an Excellent Financial Modeler From a Technically Good One with Diarmuid Early | 25 août 2026 | 00:49:31 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Diarmuid Early about what separates great financial modelers from technically capable ones, the rise of AI in financial modeling, and why judgment remains essential. Diarmuid shares lessons from his career, his experience as a three-time World Financial Modeling Champion, and why understanding what a model actually means matters more than simply building it correctly. Diarmuid Early is the founder of Early Days Consulting, a data analytics and financial modeling consultancy. He previously worked at Boston Consulting Group and spent nearly a decade in Deutsche Bank’s Origination and Advisory division. He holds a PhD in computer science and is a three-time World Financial Modeling Champion, Excel MVP, and Master Financial Modeler Expect to Learn:
Here are a few relevant quotes from the episode:
AI will continue to take on more of the technical work involved in financial modeling, but speed alone does not make a model useful or reliable. Strong modelers will continue to stand out through their ability to develop credible assumptions, interpret results, exercise judgment, and understand the decisions a model is meant to support. Follow Diarmuid: LinkedIn: https://www.linkedin.com/in/diarmuidearly/ YouTube: https://www.youtube.com/@dimearly Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode: [00:00] - Trailer [03:31] - Diarmuid’s Journey Into Financial Modeling [06:00] - Financial Modeler Stereotypes [08:20] - Career Advice for Aspiring Modelers [12:46] - Financial Modeling Competitions [14:59] - Consulting, Coaching, and Career Evolution [18:25] - Meeting Microsoft CEO Satya Nadella [21:08] - AI and the Future of Financial Modeling [25:41] - Why AI-Generated Models Still Need Review [31:09] - Financial Modeling Standards and Best Practices [35:19] - Diarmuid’s Most Challenging Modeling Case [39:28] - Excel Shortcuts and Modeling Tools [41:38] - Rapid-Fire Modeling Questions [46:01] - Continuous Learning and Final Advice | |||
| Should Finance Pros Be Using Vibe Coding to Build Their Own Tools? with Brock & Natalia | 20 août 2026 | 00:58:59 | |
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Brock Beyer and Natalia Kudinova to discuss how vibe coding is changing the way finance professionals automate work and build practical tools. They explore real-world use cases, AI token costs, security and maintenance concerns, and why finance teams should start with simple, repetitive processes rather than business-critical systems. Brock Beyer is the CPA Controller at Jump, where he has used vibe coding to build internal productivity tools. Natalia Kudinova is a Senior Director at ABBYY with experience across finance leadership, treasury, tax, reporting, transformation, and process improvement. Expect to Learn:
Here are a few relevant quotes from the episode:
Vibe coding is giving finance professionals new ways to automate repetitive work and build practical tools without traditional coding expertise. The key is to start small, focus on well-defined processes, and keep humans involved in reviewing results. As AI adoption grows, security, cost, and maintainability will remain critical considerations. Follow Natalia: Follow Brock:
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [03:12] - What Great FP&A Looks Like [04:59] - What Is Vibe Coding? [09:36] - Getting Started With Vibe Coding [16:02] - Where Vibe Coding Makes Sense [20:21] - AI Token Costs and ROI [34:12] - Best Finance Processes to Automate [41:53] - What You Shouldn't Vibe Code [46:17] - Maintenance and Security [54:17] - Final Advice | |||
| Better Data vs Better AI: What Really Matters for Finance with Alex Curran | 19 août 2026 | 00:19:19 | |
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss AI-native ERP, the changing role of CFOs, and how finance teams can prepare for AI adoption. Alex explains why strong data foundations, flexible architecture, and real-time finance systems are becoming essential. Alex Curran is the CEO of Aptitude Software, a company with decades of experience building finance solutions for complex organizations. After more than 12 years at Aptitude, Alex became CEO in late 2023 and now leads the company’s focus on AI-native finance technology, including the Fynapse platform. In this episode, you will discover:
Alex explains that successful AI adoption requires more than adding AI features to existing finance systems. Organizations need the right data and architecture to support changing AI technologies while meeting complex finance requirements. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Alex: Website: http://fynapse.app/ LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/ Future 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] – Meet Alex Curran [02:32] – Aptitude Software and Fynapse [05:16] – The Changing CFO Role [07:03] – Finance’s Data Problem [10:53] – AI-Native Finance Systems [14:33] – Evaluating ERP Options [17:32] – The Future of AI-Native ERP [18:59] – Closing Thoughts | |||
| Can Financial Modelers Trust AI to Build Reliable Models? with Ryan Humphrey | 18 août 2026 | 00:22:54 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Ryan Humphrey about financial model auditing, the skills strong modelers need, and how AI is changing the profession. Ryan explains why communication, judgment, and independence matter alongside technical ability. He also shares how model audits work, why poorly structured models create risks, and how AI could shift financial modelers from building models toward reviewing and refining them. Ryan Humphrey is a Partner at Forvis Mazars in London, specializing in financial model audits, including accounting and tax reviews. A qualified chartered accountant, he contributed to How to Review a Spreadsheet and co-authored Credible Model Audit for the AI Era. He is also conducting research with Cambridge University in sustainability leadership and is an advocate for the energy transition. Expect to Learn:
Here are a few relevant quotes from the episode:
AI is becoming increasingly capable of understanding and building spreadsheets, but credible-looking outputs can still contain errors. As AI takes on more of the technical building process, financial modelers will need to focus even more on judgment, review, communication, and understanding what a model is designed to accomplish. Follow Ryan: LinkedIn: https://www.linkedin.com/in/rchumphrey/ Website: https://www.forvismazars.com/uk/en/users/our-team/ryan-humphrey Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode: [02:31] - Why Communication Matters in Financial Modeling [05:14] - Ryan’s Financial Model Audit Nightmare [08:29] - How Financial Model Audits Work [10:18] - What Model Auditors Actually Validate [12:50] - Essential Skills for Model Auditors [16:45] - How AI Is Changing Financial Model Audits [19:26] - The Risks of Credible-Looking AI Models [20:45] - Moving From Model Building to Model Reviewing [21:25] - Continuous Learning and Final Advice | |||
| An Evaluation of the FPI AI Program and How 3 Finance Pros Are Using AI Today | 13 août 2026 | 00:58:59 | |
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss how AI is transforming the FP&A profession and changing the way finance teams work. The guests share their experiences with the AI FP&A Programme, exploring practical AI applications, automation, financial analysis, and the skills finance professionals need to stay ahead. They also discuss why domain expertise, human judgment, and business understanding remain essential in an AI-driven finance world. Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partnering Expect to Learn:
Here are a few relevant quotes from the episode:
AI is changing the way finance professionals approach their work, but the fundamentals of finance remain important. The ability to understand business needs, interpret data, communicate insights, and apply human judgment will continue to separate great FP&A professionals from the rest. Follow Nitesh: Follow Rohit: Follow Sweta: Disclosure: Portions of this episode (such as the introduction or promotional segments) uses AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Introduction [01:21] - Guest Introductions [04:09] - What Great FP&A Looks Like [07:17] - Why They Joined the AI FP&A Programme [12:06] - Inside the AI FP&A Programme [14:35] - Real-World AI Use Cases [17:15] - Key Lessons From the Programme [22:11] - The Reality of AI in Finance [30:14] - AI Projects and Applications [34:03] - Advice for Finance Professionals [36:50] - The Future of AI in FP&A [40:21] - Essential FP&A Skills [43:34] - Skills Needed for AI Success [46:36] - Quick-Fire Questions [52:20] - Final Thoughts and Advice | |||
| The AI Data Pioneer: Building the Future of Finance with Alex Curran | 12 août 2026 | 00:41:21 | |
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss the future of finance systems, AI-native ERP, and how organizations can prepare their finance functions for a rapidly changing technology landscape. Alex shares how finance teams can move beyond outdated systems, improve data foundations, and use AI to enable faster, more informed decision-making. Alex Curran is the CEO of Aptitude Software, a company that has spent over 40 years building finance solutions for complex organizations. After joining Aptitude over 12 years ago, Alex progressed through multiple leadership roles before becoming CEO in 2023. She now leads the company’s focus on AI-native finance technology and modern ERP solutions. In this episode, you will discover:
Alex explains why the future of finance is not just about adding AI tools, but about building the right systems, data foundations, and processes to make AI valuable and trustworthy. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Alex: Website: http://fynapse.app/ LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [05:22] – The Modern CFO Role [11:36] – Building Flexible AI Systems [15:16] – Evaluating ERP Solutions [19:08] – Legacy ERP vs AI-Native ERP [23:39] – Real-Time Finance & Continuous Close [27:02] – AI’s Impact on Finance Teams [30:24] – The Future of Accountants [35:44] – AI Questions & Leadership Lessons [36:53] – Finance System Implementation Challenges [38:40] – Alex’s CEO Journey [40:04] – Closing Thoughts on Finance’s Future | |||
| AI Can Build the Model, But Can You Trust It? with Ryan Humphrey | 11 août 2026 | 00:49:55 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Ryan Humphrey about financial model auditing, the skills strong modelers need, and how AI is changing the profession. Ryan explains why communication, judgment, and trust matter as much as technical ability. He also shares how model audits work, why poorly structured models create serious risks, and why finance professionals must continue developing their skills as AI takes on more of the building process. Ryan Humphrey is a Partner at Forvis Mazars in London, specializing in accounting, tax reviews, and financial model audits. A qualified chartered accountant, he co-authored Credible Model Audit for the AI Era and is currently researching sustainability leadership with Cambridge University. Expect to Learn:
Here are a few relevant quotes from the episode:
AI may make financial models faster to build, but it also makes careful review more important. The future belongs to professionals who can combine technical knowledge with judgement, communication, and trusted decision-making. Follow Ryan: LinkedIn: https://www.linkedin.com/in/rchumphrey/ Website: https://www.forvismazars.com/uk/en/users/our-team/ryan-humphrey Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode: [00:00] -Trailer [05:16] - Why Communication Matters [06:45] - AI and the Future of Modeling Careers [08:50] - Ryan’s Model Audit Nightmare [12:26] - How Financial Model Audits Work [17:36] - Essential Skills for Model Auditors [21:35] - How AI Is Changing Model Audits [27:54] - The Growing Importance of Trust [32:34] - Why Continuous Learning Matters [37:30] - Excel Preferences and Shortcuts [41:30] - Rapid-Fire Modeling Questions [47:35] - Final Advice for Financial Modelers | |||
| AI Finance Club: What Three Members Learned from the Experience with Eve, Jurgen & Bukie | 06 août 2026 | 01:11:21 | |
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by AI Finance Club members Eve Reiter, Jurgen Lang, and Bukie Faforiji for a discussion on how artificial intelligence is reshaping the future of FP&A. The panel shares how AI has changed the way they approach financial modeling, forecasting, automation, business partnering, and software development. From replacing repetitive Excel work with AI-powered workflows to building production-ready finance applications, they explore the practical skills finance professionals need to stay relevant in an AI-first world. Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. Bukie Faforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights. Expect to Learn:
Here are a few relevant quotes from the episode:
AI is reshaping FP&A by reducing manual work, accelerating analysis, and helping finance professionals build more powerful workflows and tools. However, domain expertise, critical thinking, governance, and human judgement remain essential for producing reliable, defensible results. Finance professionals who actively develop these skills will be better prepared for an AI-driven future. Follow Eve Reiter:
Follow Jurgen Lang:
Follow Bukie Faforiji: Learn More About the AI Finance Club:
Join the AI Finance Club The top global finance community with over 3,500 members. Advance your AI and FP&A skills through exclusive training, expert-led sessions, and a global network of finance professionals. Visit the AI Finance Club – Nicolas Boucher | Advance Your Finance Skills Today. The FP&A Guy and use code YNVTUWKG to get $100 OFF your membership. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode: [00:00] - Trailer [06:43] - What Great FP&A Looks Like [11:01] - Inside the AI Finance Club Community [13:41] - Why the Guests Joined the AI Finance Club [19:08] - Moving from Excel to AI-Powered Workflows [23:24] - The Most Impactful AI Projects They Have Built [32:19] - How to Get More Value from AI Communities [42:27] - The Opportunities and Risks of AI in Finance [52:18] - The Essential Skills Every FP&A Professional Needs [01:01:33] - Quick-Fire Questions and Final Advice | |||
| AI, Power BI, and the Future of Finance Work with Rob Collie | 05 août 2026 | 00:21:05 | |
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think. In this episode, you will discover:
Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ In Today’s Episode: [03:58] - Building Power Pivot and Power BI at Microsoft [08:56] - Leaving Microsoft and Founding P3 Adaptive [13:36] - AI and the Future of Work [17:13] - Introducing Fair Game [19:41] - Making AI Practical and Accessible [21:31] - Helping Everyone Understand AI | |||
| AI vs. Financial Modeling World Champion: Who Wins, and What Can We Learn from It | 04 août 2026 | 00:54:21 | |
In this episode of The ModSquad, Paul Barnhurst, Giles Male, and Ian Schnoor are joined by Excel and Financial Modeling World Champions Michael Jarman and Diarmuid Early to discuss a unique “man versus machine” financial modeling challenge. The group breaks down their experience testing AI against expert modelers using real financial modeling and Excel competition cases. They explore where AI performs well, where human judgment still matters, and what the future of financial modeling may look like as AI tools continue to improve. Expect to Learn
Here are a few quotes from the episode:
AI is changing the way financial models are built, reviewed, and improved. While AI can increase speed and efficiency, the best results still come from professionals who understand modeling principles, question outputs, and apply human judgement. The future belongs to modelers who can combine technology with expertise. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Michael Jarman: LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/ Follow Diarmuid Early: LinkedIn - https://www.linkedin.com/in/diarmuidearly/In today’s episode: [00:00] – Trailer [03:59] – Setting Up the Competition [09:50] – AI Competition Commentary [13:02] – Shortcut vs Human Results [16:17] – AI Review Agents [20:11] – Trusting AI Models [29:41] – Future of AI Agents [33:13] – Human Oversight in AI [41:27] – Real-World Modeling Challenges [45:54] – Beyond AI Prompting [47:50] – Future of Financial Modeling [53:20] – Closing Thoughts | |||
| Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer | 30 juil. 2026 | 01:04:11 | |
In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success. Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities. Expect to Learn:
Here are a few relevant quotes from the episode:
Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself. Follow Josette Ferrer: LinkedIn: https://www.linkedin.com/in/josetteferrer/ Follow Glenn Snyder: LinkedIn: https://www.linkedin.com/in/glennsnyder/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode:[00:00] – Trailer [04:22] – What Great FP&A Looks Like [12:36] – Choosing the Right Networking Group [21:23] – Why You Should Start Networking Early [27:39] – Building and Maintaining Your Professional Network [33:18] – Networking Strategies for Introverts [41:21] – The Power of Mentorship [52:05] – Final Networking Advice for Finance Professionals | |||
| AI Is Already Changing Data Jobs: Why You Must Create More Value Now with Rob Collie | 29 juil. 2026 | 00:41:48 | |
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible. In this episode, you will discover:
Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [00:00] – How AI is changing jobs [02:43] – Robert’s Microsoft journey [06:06] – Power BI and Power Pivot impact [11:25] – Leaving Microsoft for P3 Adaptive [15:43] – AI and the future of data work [19:33] – Making AI accessible [25:13] – AI tools and better workflows [31:11] – AI in career planning [33:38] – AI changing finance and consulting [35:16] – Why semantic models matter [38:35] – Building a strong company culture [40:34] – Robert’s AI book and future plans | |||
| Can Competition Make You Better at Finance? with Eric Kelley | 28 juil. 2026 | 00:19:21 | |
In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Dr. Eric Kelley, Finance Professor | Microsoft MVP (Excel), and one of the leading educators in financial modeling. Eric shares how his passion for teaching, mathematics, and financial markets led him into academia, and why developing scalable financial models starts with understanding the business before opening Excel. Dr. Eric Kelley is a Professor of Finance at the University of Tennessee's Haslam College of Business, a Microsoft Excel MVP, and Faculty Fellow with the Microsoft Excel Collegiate Challenge (MECC). He coaches the University of Tennessee's Excel eSports team, which won the 2024 MECC World Championship, and is passionate about using financial modeling and Excel eSports to prepare students for finance careers. Expect to Learn:
Here are a few relevant quotes from the episode:
Eric Kelley shares why financial modelers need more than technical skills, highlighting the importance of communication, problem-solving, and building scalable models. He also discusses how Excel eSports and hands-on learning are helping students develop real-world modeling skills for future finance careers. Follow Eric:
Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode:[00:00] - Introduction & Dr. Eric Kelley[02:10] - Eric’s Finance Journey[03:17] - The Top Modeling Skill[04:40] - Understanding Your Model[05:33] - Common Modeling Mistakes[08:03] - Excel eSports Explained[10:31] - Performing Under Pressure[11:51] - Coaching Excel Champions[14:22] - Excel eSports in Modeling[17:13] - Teaching with FMI Cases[18:57] - The Future of Financial Modeling | |||
| Automating Financial Workflows and the Role of Human Judgment with Albert Lee | 23 juil. 2026 | 00:41:52 | |
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption. Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities. Expect to Learn:
Here are a few relevant quotes from the episode:
Albert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships. Follow Albert: Website - https://axiomfpa.com/ LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode[00:00] – Trailer [02:14] – Meet Albert Lee [03:34] – Why Copilot? [05:27] – AI Automation Journey [09:47] – AI Training & Coaching [19:51] – AI Challenges [23:50] – AI Workflows [28:18] – AI Governance [31:23] – AI's Strengths & Limits [39:40] – Career Advice & Wrap-up | |||
| Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower | 22 juil. 2026 | 00:21:10 | |
In this episode of Future Finance, host Paul Barnhurst and co-host Glenn Hopper are joined by guest Alex Brower, co-founder and CEO of QFlow.ai, to explore why forecasting problems often begin with the data layer. They discuss data plumbing, semantic alignment, Model Context Protocols (MCPs), vibe coding, and how finance and go-to-market teams can work from shared definitions to improve forecast quality and analysis. Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity by up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA). In this episode, you will discover:
Alex explains how QFlow helps companies prepare data, run planning workflows, and turn analysis into board-ready stories. Follow Alex: Website: https://qflow.ai/ LinkedIn: https://www.linkedin.com/in/alexbrower/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.ai: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Introduction [02:15] – Data & Forecasting Challenges [06:43] – MCP vs Semantic Layers [09:55] – AI Coding Risks [15:52] – QFlow Data Preparation [18:10] – Planning & Business Insights [20:51] – Closing Thoughts | |||
| The Human Financial Modeler: AI insights from 60+ global experts | 21 juil. 2026 | 00:47:08 | |
In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Ian Schnoor, Executive Director of the Financial Modeling Institute. They discuss the future of financial modeling in the age of AI, with a focus on how modelers are using AI today, where human judgment still matters, and what governance, ethics, and skill development look like going forward. Expect to Learn:
Here are a few quotes from the episode:
Ian Schnoor shares why AI should enhance, not replace, human expertise in financial modeling, emphasizing judgment, governance, and strong foundational skills. He also offers practical career advice for aspiring modelers and highlights why mastering the fundamentals remains essential in an AI-driven future. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] –Trailer [03:25] – Ian’s Modeling Journey [06:20] – Building Modeling Skills [09:59] – Global Leadership Council Report [14:40] – AI Use in Financial Modeling [21:31] – Human Judgment in Modeling [26:09] – Trust and AI Governance [30:11] – Ethics and the Future of Modeling [44:14] – Final Thoughts on Modeling Careers | |||
| The Dennis Rodman Paradox And How CFOs Can Protect Irreplaceable Specialists With Jack McCullough | 16 juil. 2026 | 00:46:50 | |
In this Episode of FP&A Unlocked, host Paul Barnhurst features returning guest Jack McCullough, founder of the CFO Leadership Council, for a conversation about The Rodman Paradox and what it means for FP&A teams. The discussion explores how specialists can create outsized value, how leaders should recognise them, and how to manage them without turning them into the wrong kind of generalist. Jack McCullough is the founder and president of the CFO Leadership Council, a professional community he built to empower senior financial executives through peer learning and collaboration. Over the course of his career, Jack has served as chief financial officer for twenty-six companies, leading not only finance but also business development, HR, and IT functions. Expect to Learn:
Here are a few relevant quotes from the episode:
Jack brings the perspective of a seasoned CFO, author, and adviser who has spent years thinking about financial leadership, specialist talent, and the skills that matter most in modern finance. Follow Jack: Website - https://cfoleadershipcouncil.com/ LinkedIn - https://www.linkedin.com/in/jackmcculloughcfo/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [01:42] – Jack shares the coming book The Rodman Paradox [05:56] – The three Cs for strong FP&A teams [07:27] – Why the book is about specialists, not basketball [13:15] – How to spot a Rodman through influence and crisis [20:19] – Managing specialists through motivation and bureaucracy [30:05] – AI may increase the value of specialists [33:42] – Career advice for future CFOs and FP&A leaders [40:57] – Reflecting on the ultimate interview opportunities [45:57] – Wrap-up | |||
| How to Align Marketing and Finance and Fix the Plumbing Problem with Alex Brower | 15 juil. 2026 | 00:44:30 | |
Future Finance host Paul Barnhurst and co-host Glenn Hopper are joined by Alex Brower, co-founder and CEO of QFlow.ai, to unpack why forecasting often breaks down even when teams have plenty of data. The discussion focuses on how finance and go-to-market teams can work from shared inputs, improve planning accuracy, and use AI without losing the structure needed for reliable decisions. Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA). In this episode, you will discover:
Alex shares lessons from leading finance, operations, and marketing teams at high-growth companies, including what he learned from living the forecast tension on both sides of the table. Follow Alex: Website: https://qflow.ai/ LinkedIn: https://www.linkedin.com/in/alexbrower/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.ai: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [03:44] – Finance-to-marketing journey & QFlow’s solution [07:10] – Data plumbing vs. alignment [11:37] – MCPs, AI, and logic layers [14:50] – Risks of vibe coding & maintainability [21:56] – How QFlow handles data, planning, and storytelling [30:57] – Alignment before strategy & reducing fact-hunting [35:39] – Where CFOs/FP&A should start modernizing [44:03] – Closing & sponsor sign-off | |||
| Building Financial Modeling Skills While Playing an E-Sport Game with Professor Eric Kelley | 14 juil. 2026 | 00:45:39 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Dr. Eric Kelley, finance professor, Microsoft Excel MVP, and financial modeling educator, to discuss how financial modeling education is evolving through Excel Esports and hands-on learning. Eric shares how he uses competitions, real-world cases, and structured modeling techniques to help students build stronger financial modeling skills, think in systems, and create models that support better decision-making. Dr. Eric Kelley is a finance professor at the University of Tennessee’s Haslam College of Business, where he teaches finance at the undergraduate, MBA, and PhD levels. He is a Microsoft Excel MVP and faculty fellow with the Microsoft Excel Collegiate Challenge. Eric focuses on developing integrated financial modeling education, helping students build scalable models through innovative techniques and competitive Excel-based learning. Expect to Learn:
Here are a few quotes from the episode:
Eric Kelley shares how financial modeling education can move beyond traditional instruction by combining technical skills, communication, and competitive problem-solving. Through Excel Esports and structured case-based learning, he helps students understand that strong models are not just about getting the right answer, but about building systems that can adapt, scale, and support decisions. Follow Eric: LinkedIn: https://www.linkedin.com/in/ekkell/ Youtube: https://www.youtube.com/@erickelley5900 Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [04:33] – The Importance of Communication Skills [09:12] – Discovering Excel Esports [11:35] – Competing Under Pressure [13:01] – Coaching Future Financial Modelers [16:36] – Bringing Financial Modeling Into the Classroom [23:51] – Building Excel Esports Cases [32:00] – Students’ Biggest Modeling Breakthroughs [36:23] – Advice for Aspiring Modelers [38:10] – Excel Rapid Fire Questions [43:33] – Final Advice on Learning Financial Modeling | |||
| The Pricing Psychology for Leaders to Stop Underpricing and Understand Value with Etinosa | 09 juil. 2026 | 00:59:18 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Etinosa Agbonlahor, behavioral economist and Founder & CEO of Decision Alpha, to discuss why pricing is one of the biggest drivers of business success. They explore how customer psychology influences pricing, why many companies underprice their products, and how FP&A can play a more strategic role in pricing decisions. Etinosa Agbonlahor is a behavioral economist and pricing strategist who helps businesses improve pricing through behavioral science and customer insights. As Founder & CEO of Decision Alpha, she has advised organizations across the US, Australia, Africa, and the UK on pricing, customer behavior, and growth. She is also the author of How to Talk to Your Parents About Money. Expect to Learn:
Here are a few relevant quotes from the episode:
Etinosa shares practical strategies for improving pricing through customer research, behavioral economics, and data-driven decision-making. This episode is ideal for FP&A professionals, finance leaders, and business owners looking to build stronger pricing strategies. Follow Etinosa: Website - https://playbook.decisionalpha.co/ LinkedIn - https://www.linkedin.com/in/etinosasere/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [05:18] – What Great FP&A Looks Like [06:12] – Why Pricing Drives Business Success [10:03] – Why Businesses Underprice [17:23] – Customer Segmentation [24:02] – FP&A and Pricing [29:28] – Behavioral Pricing Framework [34:12] – AI & Outcome-Based Pricing [46:05] – Data Storytelling [57:02] – Final Advice | |||
| AI Is Making Mistakes in Finance for CFOs to Fix Data Problems and Improve Analysis with Nick & Jain | 08 juil. 2026 | 00:19:56 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO. They discuss how AI is changing FP&A, why finance teams still need human expertise, and how their platform helps CFOs automate financial analysis while improving decision-making. Nick Jain is a Harvard MBA and former CEO, CFO, and investor with experience at McKinsey, Bain Capital, and multiple high-growth companies. Daniel Settel is a Stanford engineer, Harvard MBA, former investment professional at Primecap Management, and co-founder of a venture secondary marketplace. Together, they founded Eagle Rock CFO to combine technology with fractional CFO services for growing businesses. In this episode, you will discover:
AI-powered finance tools are changing how businesses analyze data, but success still depends on combining automation with sound financial judgment. Nick and Daniel share practical insights into how finance leaders can use technology to save time, uncover opportunities, and make better decisions. Follow Nick: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/nickmjain/ Follow Dan: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/dsettel/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future 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: [02:24] – Why Eagle Rock CFO Was Founded [04:35] – Building AI for FP&A [09:12] – The Human Role in AI-Powered Finance [10:38] – Why Fractional CFOs Need Better Tools [14:18] – Cleaning Financial Data & Chart of Accounts [16:21] – White-Labeling the Platform [17:17] – Time Savings and Business Impact [19:18] – Final Thoughts | |||
| AI Financial Modeling Test for Finance Pros to Understand the Limitations Using Real Tool Comparison | 07 juil. 2026 | 00:38:41 | |
In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male put today's leading AI tools to the test in a live financial modeling "bake-off." Using the same modeling case and prompts, they compare ChatGPT, Claude, and Copilot to see how well each tool builds a financial model. The discussion highlights the progress AI has made, where it still falls short, and why financial modeling expertise remains essential. Expect to Learn:
Here are a few quotes from the episode:
AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [00:00] – Trailer [03:30] – AI Fatigue & Keeping Up [05:48] – The Modeling Challenge [08:41] – ChatGPT Results [17:57] – Claude Results [27:33] – Copilot Results [30:36] – Human Review Still Matters [33:18] – How AI Has Improved [36:10] – Better Results with Custom Skills [37:08] – Final Verdict & Key Takeaways | |||
| I Would Never Let AI Touch a Number and what to do about that with Alok Ajmera | 02 juil. 2026 | 00:52:49 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Alok Ajmera, CEO of Prophix, to explore how AI is reshaping FP&A, financial planning, and enterprise decision-making. Alok explains how modern finance teams are evolving from spreadsheet-heavy workflows to AI-enabled systems, while still relying on structured data, deterministic processes, and human oversight to maintain accuracy and trust in financial outputs. Alok Ajmera is the CEO of Prophix, a leading financial performance management platform helping CFO organizations modernize planning, budgeting, and forecasting. With over 22 years at Prophix, he has supported more than 3,000 finance teams globally in transforming how they close, consolidate, and plan. Alok has led the evolution of FP&A systems from spreadsheet-first to system-first, and now toward AI-enabled finance operations. Expect to Learn:
Here are a few relevant quotes from the episode:
Alok explains that while AI is transforming FP&A through speed and automation, the core of finance still depends on structured systems, clean data, and human judgment. He emphasizes that the future of finance is a hybrid model where AI enhances productivity while finance leaders maintain control, context, and strategic oversight. Follow Alok: Website - www.prophix.com LinkedIn - https://www.linkedin.com/in/alok-ajmera-93896617/ YouTube - https://www.youtube.com/@prophix Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [04:10] – What great FP&A looks like [09:13] – Revenue and qualitative goals [18:38] – Why AI in FP&A needs structure [29:36] – AI in forecasting and planning [33:45] – Risks, governance, and AI sprawl [45:40] – Soft skills in FP&A [49:11] – Travel and personal reflections [51:25] – Closing thoughts | |||
| How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan | 01 juil. 2026 | 00:35:06 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO, to discuss how AI is reshaping FP&A and fractional CFO services. Nick and Dan explain how their AI-powered system combines structured data processing, automation, and financial expertise to help companies analyze complex financial data faster, reduce manual workload, and uncover hidden value in their operations. Dan and Nick are co-founders of Eagle Rock CFO, a financial advisory firm helping mid-size businesses grow faster and improve profitability. They combine AI and technology to deliver operational finance insights at a fraction of traditional consulting costs. Both are Harvard Business School graduates, with undergraduate degrees from Stanford and Dartmouth. Dan previously co-founded FinTech company Zanbato and worked as a professional investor at PrimeCap, while Nick has experience in private equity investing and scaling companies across SaaS, footwear, and trucking. In this episode, you will discover:
Nick and Daniel demonstrate how AI is transforming finance by automating analysis while still relying on structured systems and human judgment. Their approach shows that the future of FP&A is not fully autonomous AI, but a hybrid model where AI enhances decision-making, improves efficiency, and strengthens financial visibility. Follow Nick: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/nickmjain/ Follow Dan: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/dsettel/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [04:10] – Founding Eagle Rock CFO [06:21] – Deterministic vs probabilistic systems [07:22] – Why agents are not enough [09:13] – Data compression and structuring [10:13] – Human oversight in AI workflows [14:51] – Data mess in SMB finance [18:38] – White-label and consulting model [22:18] – How to start using AI safely [29:36] – CFO vs CEO vs CIO experience [33:45] – Closing thoughts | |||
| Spatial Finance: How Satellite Data Is Enhancing Financial Models, with Jorge Rojas | 30 juin 2026 | 00:47:46 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Jorge Rojas, finance professor, consultant, and Advanced Financial Modeler, to explore how emerging technologies are reshaping financial modeling. Jorge shares insights from his latest research on spatial finance and Earth observation data, explaining how satellite imagery, AI, and alternative data sources are transforming forecasting, investment analysis, ESG reporting, and risk management. Jorge Rojas is a finance professor, consultant, CFA Charterholder, and Advanced Financial Modeler (AFM) with a PhD in Finance from Tulane University, where he also serves as an Adjunct Professor. He has taught finance across the United States, Europe, Asia, and Latin America, and is the author of several books on corporate finance, risk management, and financial modeling Expect to Learn:
Here are a few quotes from the episode:
Jorge Rojas shares practical insights on building stronger financial models by combining sound modeling principles with modern data sources and risk analysis techniques. Whether you're new to financial modeling or an experienced professional, this episode offers valuable lessons to help you make better-informed financial decisions. Follow Jorge: Linkedin: https://www.linkedin.com/in/jorgerojasphdcfa/ Company: https://orcid.org/0009-0002-4136-7995 Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [03:08] – Financial Modeling Horror Story [04:35] – Why Jorge Enjoys Teaching [07:38] – CFA & AFM Certifications [12:18] – Introduction to Spatial Finance [17:01] – Satellite Data in Finance [25:41] – Monte Carlo Simulation [32:20] – Modeling Agricultural Risk [37:57] – Rapid Fire Questions [45:29] – Advice for Financial Modelers | |||
| Interim FP&A, What it is, and Why it is A Growing Career Path With Tim Stalkamp | 25 juin 2026 | 00:55:27 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Tim Stallkamp, Senior Managing Director at Riveron, alongside co-host Glenn Snyder. Tim shares insights on interim management and how it is reshaping finance leadership by helping companies fill critical gaps, accelerate value creation, and bring experienced finance leaders into organizations during transition periods. Tim Stallkamp is a Senior Managing Director and the leader of Riveron’s Interim Management practice. He is a seasoned turnaround executive who provides interim management and turnaround management services to distressed and under-performing businesses. Tim has led turnarounds as interim chief executive officer (CEO), chief restructuring officer (CRO), chief transformation officer (CTO), and chief financial officer (CFO). Expect to Learn:
Here are a few relevant quotes from the episode:
Tim explains how interim management is reshaping finance leadership by bringing experienced professionals into organizations during critical transitions. These leaders not only fill gaps but also help improve processes, guide decision-making, and leave companies stronger than before. Follow Tim: LinkedIn: https://www.linkedin.com/in/tim-stallkamp-537b0317/ Company: https://riveron.com/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/glenntsnyder/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] - Trailer [05:06] - What interim management is [07:42] - Why it’s growing [09:13] - Value creation in leadership [13:12] - Defining scope clearly [17:58] - Alignment in engagements [26:11] - Types of interim roles [37:14] - Systems vs skills [42:55] - Private equity decision-making [50:42] - Final thoughts | |||
| AI in Finance for CFOs to Stop Reporting Work and Drive Profit Decisions with Ron Nachum | 24 juin 2026 | 00:18:36 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder of Sapien, an AI-native company building systems that understand and act on enterprise financial data. Ron shares how his team is redefining finance operations using AI agents that go beyond dashboards and chatbots to actively analyze, optimise, and recommend actions across business functions. Ron Nachum is the Founder of Sapien, an AI-native platform that helps companies run finance and operations through intelligent systems built on top of ERPs, spreadsheets, and enterprise data. With a background in applied AI research at Harvard, Ron focuses on building systems that turn fragmented financial data into real-time business decisions. In this episode, you will discover:
Ron shows how AI agents are moving finance beyond reporting into real-time decision-making. Sapien blends structure, data, and intelligence to turn complex systems into actionable insights. Follow Ron: Website: https://sapien.ai/news LinkedIn: https://www.linkedin.com/in/ron-nachum/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future 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: [02:35] – Why Ron left Harvard to build Sapien [05:15] – Founding story and early vision [07:46] – Building AI systems for finance [09:13] – From manual workflows to AI automation [10:03] – Evolution of AI agents in finance [11:29] – How AI is changing FP&A roles [12:45] – Guardrails and system design [13:56] – Financial intelligence in AI systems [16:19] – Opinionated vs. flexible AI systems [18:26] – Closing thoughts | |||
| AI in Financial Modeling: Better Than Ever, Still Not There, and the Fatigue Factor | 23 juin 2026 | 01:06:45 | |
In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modeling. They discuss what works, what doesn’t, and how finance professionals can best use AI today. From testing different AI tools to running a “bake-off” on a real financial model, the conversation highlights the practical challenges, hallucinations, and creative approaches to working with AI in FP&A. Expect to Learn
Here are a few quotes from the episode:
AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [00:05] – Trailer [03:06] – AI Progress Update [05:00] – Mental Load & AI Pace [08:03] – Busting AI Hype [12:30] – Training & Business Demands [17:57] – AI “Eye of the Storm” [24:13] – Testing AI Models [30:52] – Fixing vs Building AI Models [35:15] – Challenging Misleading AI Claims [38:41] – Improving AI with Instructions [42:59] – Final Thoughts & Takeaways | |||
| How AI is Being Used to Make Better Decisions and Build Faster Models with Nicholas Moen | 18 juin 2026 | 00:46:39 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Nicholas Moen, CMA and Director of Finance at Section, an AI software company. Nicholas shares insights on leveraging AI in FP&A to streamline financial modeling, automate workflows, improve decision-making, and build high-performing teams. He discusses practical strategies for training finance teams, balancing human oversight with AI automation, and applying FP&A insights to drive operational impact in enterprise organizations. Nicholas Moen is a CMA and finance leader at Section, where he reinvents finance through AI, helping organizations build AI-powered workflows at scale. Based in Franklin, Pennsylvania, Nicholas specializes in leveraging AI to streamline FP&A processes, automate workflows, and empower finance teams to focus on strategic decision-making. Expect to Learn:
Here are a few relevant quotes from the episode:
Nicholas Moen demonstrates how AI is reshaping the role of FP&A, allowing teams to focus on strategic decision-making instead of manual tasks. By leveraging tools like Claude and Lovable, finance professionals can automate workflows, build models faster, and make more informed business decisions. Follow Nicholas: LinkedIn: https://www.linkedin.com/in/nicholas-moen-320a11106/ Substack: https://substack.com/@runningfinance Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode[02:56] – What great FP&A looks like today [05:14] – Automating spreadsheets with Claude [14:31] – Building micro-apps with Lovable [17:58] – Commission automation [21:26] – Doing analysis on the go [30:12] – Low-hanging AI wins for FP&A [33:58] – Training and knowledge sharing [38:41] – Top soft and technical skills [41:35] – Personal side: music and hobbies [45:53] – How to connect with Nicholas | |||
| How Companies Are Losing Millions While Being Data Rich with Ron Nachum | 17 juin 2026 | 00:50:38 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder and CEO of Sapien, to discuss how AI agents are transforming financial operations and decision-making for companies. Ron shares how Sapien leverages AI to unify siloed financial data, automate workflows, and provide actionable insights, helping companies unlock millions of dollars in hidden value while enabling employees to focus on strategic work. Ron Nachum is the founder and CEO of Sapien, an AI-native platform that deploys agents to understand and act on messy, siloed data across ERPs, data warehouses, CRMs, and spreadsheets. Ron studied at Harvard, where he focused on computer science, statistics, and applied AI research. He has spent years building AI solutions for finance and operational processes, creating systems that help companies make better, faster decisions and optimize their operations. In this episode, you will discover:
Ron Nachum demonstrates how AI can revolutionize financial operations by turning siloed, messy data into actionable insights. Sapien’s platform empowers companies to automate reporting, optimize decisions, and free employees to focus on high-value work. Ron emphasizes that combining AI with governance, configurability, and a talented team creates systems that not only deliver immediate value but also scale strategically. Follow Ron: Website: https://sapien.ai/news LinkedIn: https://www.linkedin.com/in/ron-nachum/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [03:15] – Data-Rich, Analysis-Poor Challenge [06:21] – Harvard & the Leap to Sapien [11:32] – AI Agents in Finance [17:01] – Balancing AI Flexibility & Guardrails [23:19] – Efficient & Secure Data Handling [26:34] – Making Insights Accessible to All Teams [30:45] – Configurability, Forecasting & Learning [38:22] – Real-World Impact & Optimizations [40:25] – Leading Young Teams with Experienced Advisor [46:11] – Early Entrepreneurial Ventures [49:13] – Closing Thoughts & Thanks | |||
| The Language and Excel Problem Stopping AI from Fixing Financial Modeling with John Yeldham | 16 juin 2026 | 00:18:57 | |
In this episode of Financial Modelers Corner, Paul Barnhurst talks with John Yeldham, founder of Lodeum, about building trust in Excel models, standardizing modeling language, and creating modular, scalable models. John shares his experience leading financial modelers and using advanced Excel features like Lambda functions and dynamic arrays. Expect to Learn:
Here are a few quotes from the episode:
John provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses. Follow John: Company: https://www.linkedin.com/company/lodeum/ LinkedIn: https://www.linkedin.com/in/johnyeldham/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [02:14] – Worst Model Horror Story [04:09] – Communication & Language Challenges [11:55] – Standardizing Language & AI Integration [14:43] – Online Training & Lodeum Platform [24:25] – Lambda Functions & Dynamic Arrays [39:42] – Rapid Fire Opinions [16:32] – Advice for Becoming a Better Modeler [18:07] – How to Connect | |||
| Developing Business Acumen necessary to become a strategic business partner with Robert Blanding | 11 juin 2026 | 00:56:26 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Robert Blanding, an experienced finance and operations leader in the ag-tech sector. Robert shares insights on building high-performing FP&A teams, partnering effectively with accounting, developing financial acumen, and applying strategic finance to drive operational impact in global businesses. Robert Blanding is the Chief Financial Officer at Fall Creek, a global leader in the Ag-Tech sector. He brings extensive experience in finance and operations from 18 years at Intel and leadership roles across industrial manufacturing, technology, and ag-tech companies. Robert combines strategic financial leadership with a focus on innovation, long-term business growth, and developing high-performing teams. Expect to Learn:
Here are a few relevant quotes from the episode:
Robert shares practical insights for FP&A professionals and aspiring CFOs, emphasizing the importance of business acumen, strong partnerships with accounting, creative problem-solving, and developing high-performing teams. Follow Robert: LinkedIn: https://www.linkedin.com/in/rfb19/ Company Website: https://www.fallcreeknursery.com/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [03:55] – Defining Great FP&A [07:39] – Career Path & First CFO Role [17:49] – Fall Creek & Ag-Tech Overview [21:18] – Importance of FP&A & Accounting Partnership [32:23] – Creative Problem Solving & Process Improvement [38:59] – Challenges in Building High-Performing Teams [45:32] – Advice for Aspiring CFOs [49:11] – Top Technical Skill for FP&A Professionals [52:50] – Personal Interests & Basketball [56:12] – How to Connect with Robert | |||
| AI Strategy for CFOs: Manage AI Like an Investment Portfolio and Prove ROI with Dave Trier | 10 juin 2026 | 00:21:09 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to discuss how enterprises can govern, manage, and operate AI at scale. Dave shares insights on implementing AI responsibly, tracking ROI, managing risks, and creating an enterprise-wide AI portfolio that drives value while ensuring compliance and governance. Dave Trier leads ModelOp with a focus on customer value, product innovation, and enterprise execution. With over 20 years in data science, AI, analytics, cloud, and enterprise software, he brings technical expertise and a pragmatic leadership style, helping CIOs, CTOs, and AI leaders deploy AI effectively across organizations . In this episode, you will discover:
Dave provides a framework for enterprise AI adoption, emphasizing disciplined management, measurable impact, and alignment with regulatory and operational requirements. This episode is essential for finance and tech leaders looking to integrate AI at scale while ensuring oversight, efficiency, and business value . Follow Dave: Website: https://www.modelop.com/ LinkedIn: https://www.linkedin.com/in/davidetrier/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [02:38] – AI Compliance & Governance Challenges [04:35] – Distinction Between AI & Data Governance [07:28] – Measuring AI Value & ROI [12:41] – Treating AI as a Portfolio of Investments [15:05] – Change Management & Enterprise Adoption [17:39] – Wild West of AI & Need for Rigorous Processes [18:54] – CFO Oversight in AI Implementation [21:00] – Closing Remarks | |||
| The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham | 09 juin 2026 | 00:51:00 | |
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with John Yeldham, a leading expert in financial modeling and founder of Lodeum, a global online financial modeling training platform. John shares his experience leading and training teams of financial modelers across corporate and project finance, and discusses the importance of standardizing language, modular model design, and building trust in complex Excel models. John Yeldham has 20 years of experience leading and training financial modeling teams in project and corporate finance, supporting deals and valuations for global funds, energy, and infrastructure, as well as smaller businesses. He created and refined modeling methodologies at BDO UK, Forvis Mazars, and for Lodeum, a global financial modeling training platform launching in 2026. Expect to Learn:
Here are a few quotes from the episode:
John provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses. Follow John: Company: https://www.linkedin.com/company/lodeum/ LinkedIn: https://www.linkedin.com/in/johnyeldham/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [02:28] – Worst Model Horror Story [05:20] – Transition to Own Business & Lodeum [08:51] – Communication & Language Challenges in Modeling [16:03] – Standardizing Language & AI Integration [24:25] – Lambda Functions & Dynamic Arrays in Excel [30:19] – Online Modeling Training Advantages [36:43] – Favorite Excel Shortcuts [38:22] – Most Challenging or Fun Spreadsheet Created [39:42] – Rapid Fire: Modeling Opinions [47:16] – Advice for Becoming a Better Modeler [49:31] – How to Connect & Learn More | |||
| Stop Doing Monthly Reports for Analysts to Automate Finance Workflows Using AI with David Dors | 04 juin 2026 | 00:44:46 | |
In this episode of FP&A Unlocked, Paul Barnhurst sits down with David Dors to explore how artificial intelligence, particularly Claude, is transforming the future of FP&A. David shares his journey from banking and FP&A into finance transformation, where he now helps finance teams implement AI-powered workflows, automate repetitive processes, and rethink how work gets done in the Office of the CFO. David Dors is a finance transformation consultant and AI educator specializing in helping finance teams adopt Claude, AI agents, and workflow automation. After beginning his career in banking and FP&A, David shifted his focus to helping finance professionals use AI to improve reporting, analysis, forecasting, and decision-making. Through workshops, training programs, and content creation, he teaches finance teams how to build AI-powered systems that save time and allow analysts to focus on higher-value strategic work. Expect to Learn:
Here are a few relevant quotes from the episode:
David explains how finance teams can use AI to eliminate repetitive work, improve efficiency, and spend more time supporting business decisions. He also shares his perspective on the future of FP&A, where professionals will increasingly manage AI agents that handle routine tasks and reporting. non-traditional organizations. Follow Dave: LinkedIn: https://www.linkedin.com/in/daviddors/ Website: https://vantagepointconsulting.com/
Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode[00:00] – Trailer[04:13] – Discovering Claude[10:27] – AI Training for Finance Teams[15:19] – Skills & AI Agents[18:13] – AI Productivity Gains[22:23] – Quick AI Wins in FP&A[25:23] – AI Accuracy & Validation[28:29] – Automating Reporting[32:35] – The Future of FP&A[39:01] – Excel Lessons Learned[42:57] – Final Thoughts | |||
| AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier | 03 juin 2026 | 00:36:13 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to explore the challenges and opportunities of implementing AI at scale in enterprises. Dave shares how organizations can manage AI responsibly, measure ROI, and move from scattered pilots to a disciplined, industrialized approach. He also discusses the critical role of CFOs in AI oversight, change management, and creating measurable business value from AI initiatives Dave Trier is CEO of ModelOp, leading the company with a focus on customer value, product innovation, and enterprise execution. With over 20 years of experience across AI, data science, analytics, cloud, and enterprise software, Dave is a patent-holder and trusted partner to CIOs, CTOs, and AI leaders. Prior to becoming CEO, he shaped ModelOp’s product strategy and held senior roles at Think Big Analytics, Powered by Action, and Accenture Technology Labs. He holds a BS in Electrical Engineering from the University of Notre Dame. In this episode, you will discover:
Dave Trier highlights how enterprises can move from scattered AI pilots to a disciplined, industrialized approach that delivers measurable business value. He emphasizes the importance of governance, change management, and cross-functional collaboration to ensure AI initiatives succeed. CFOs play a key role in oversight, setting financial parameters, and rationalizing AI investments. Follow Dave: Website: https://www.modelop.com/ LinkedIn: https://www.linkedin.com/in/davidetrier/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [02:07] – Meet Dave Trier, CEO of ModelOp [04:57] – ModelOp & AI Governance Explained [06:21] – AI vs Data Governance [08:11] – Evaluating AI ROI for CFOs [13:24] – AI as a Managed Investment Portfolio [16:43] – Change Management & Process Discipline [20:48] – CFO’s Role in AI Oversight [27:38] – Tips to Maximize AI ROI [30:16] – Enterprise AI Complexity & Coordination [32:13] – Dave’s Journey: Electrical Engineer to AI CEO [35:12] – Closing Thoughts | |||
| How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis | 02 juin 2026 | 00:44:37 | |
Paul Barnhurst speaks with Ilyas Anis, CFO and Chartered Financial Modeler, about using financial models to build stakeholder confidence, drive operational decisions, and tell a clear business story. Ilyas shares insights on integrating AI, avoiding common modeling pitfalls, and the importance of scenario analysis and three-statement models. Ilyas Anis is Finance Lead at Turning Point Brands Canada and Founder of IMnS Associates. He has 15+ years of experience in financial modeling, valuation, and governance across multiple industries. An FCA, CPA, AFM, and FMVA®, he is also a board advisor and AI enthusiast. Expect to Learn
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Ilyas Anis highlights how financial models go beyond numbers to build trust, enable strategic decisions, and communicate a clear business story. He emphasizes the role of AI as a supportive tool, the importance of connecting finance with operations, and practical strategies for building models that deliver actionable insights for stakeholders. Follow Ilyas: Website: https://imnsassociates.com/ LinkedIn: https://www.linkedin.com/in/ilyasanis/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [00:00] – Trailer [02:35] – Early Career Horror Stories [04:28] – Storytelling in Models [09:52] – Fundraising vs Operational Models [12:39] – Connecting Finance & Operations [18:36] – Revenue Models as Foundation [25:29] – AI in Modeling [27:38] – Automating Dashboards [34:30] – Rapid-Fire Modeling Best Practices [42:03] – Final Advice | |||
| FP&A Strategy for Finance Leaders to Scale a Sports Business Like a Startup with Tim Naddy | 28 mai 2026 | 00:57:51 | |
In this episode of FP&A Unlocked, Paul Barnhurst and Glenn Snyder sit down with Dr. Tim Naddy, CFO of the Savannah Bananas, to discuss the unique world of finance in a sports and entertainment organization. Tim shares how he manages FP&A for a fast-growing, multi-team baseball league, balancing operational efficiency with fan engagement, budgeting for multiple teams, and ensuring the internal finance function supports the entire organization’s growth. Tim is the CFO of the Savannah Bananas, a wildly innovative and entertaining baseball organization. With experience in public accounting, higher education, and consulting, Tim brings a unique perspective on financial management, teaching, and operational strategy. He has also authored a book for creatives and non-finance professionals on strategic financial management, helping others understand how to transform ideas into sustainable business ventures. Expect to Learn:
Here are a few relevant quotes from the episode:
Dr. Tim Naddy provides a behind-the-scenes look at managing FP&A for the Savannah Bananas, balancing operational efficiency with creative fan engagement. He highlights how finance supports growth across multiple teams and events, ensuring budgets, logistics, and resources are aligned. Listeners gain insights into innovative financial management, practical FP&A strategies, and the importance of adaptability in dynamic, non-traditional organizations. Follow Tim: LinkedIn: https://www.linkedin.com/in/drtimnaddy221b/ Website: https://www.houndtalint.com/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [05:07] – Bananas Brand Story [08:12] – Teaching & Book [11:14] – CFO Misconceptions [13:14] – FP&A Process & League [18:12] – Revenue & Ticketing [26:00] – Logistics & Operations [32:28] – Team Management [46:51] – Banana Ball Rules [54:42] – FP&A Advice & Closing | |||
| AI in Finance for CFOs: Scaling Confusion Without a Unified Platform with Scott Leshinski | 27 mai 2026 | 00:22:35 | |
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss the company’s recent acquisition by Hg Capital. Scott explains how OneStream’s unified platform is transforming finance workflows, the role of AI in enterprise finance, and how finance teams are learning to trust and use these advanced tools. Scott Leshinski is the President of OneStream Software, with experience in corporate finance at GE Capital, co-founding Bluestone International, and leading finance technology transformations at Huron Consulting Group. He joined OneStream in 2021 and was promoted to President in 2023 after driving strong growth in AI initiatives. In this episode, you will discover:
Scott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile. Follow Scott: Website: https://www.onestream.com/ LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:23] – Guest Intro [01:32] – Acquisition & AI-First Strategy [03:57] – Long-Term Growth Opportunities [05:18] – Scott’s Career Journey [08:38] – Need for Unified Platform [10:13] – OneStream Overview [13:29] – Practical Enterprise Impact [17:11] – Unified Platform for AI [21:01] – Agentic AI & High Accuracy | |||