The FP&A Guy Network

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn’t just about the numbers; it’s about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Kevin A.Thomas and Drew Hyatt, the co-founders of Omniga, to discuss the often-overlooked but critical challenges facing small business finance teams. While enterprise companies get most of the attention, Kevin and Drew are focused on the backbone of the economy, businesses under $30 million in revenue—and the unique struggles they face when it comes to closing the books, managing data, and generating strategic insight.Kevin A.Thomas, CFA, is the founder of Omniga and a seasoned strategic finance leader focused on scaling digital businesses. Kevin is passionate about rebuilding the back office to help businesses make smarter decisions, faster. Drew Hyatt is the Co-Founder and CTO of Omniga. He plays a key role in architecting Omniga’s infrastructure, translating complex workflows into scalable technology for finance teams.In this episode, you will discover:Why clean books are the foundation for strong financial decisionsThe hidden risks in small business bookkeeping and how to fix themThe difference between replacing tasks and supporting human judgmentHow to expand from bookkeeping to full finance strategy supportHow to structure a finance workflow that scales with your businessKevin and Drew leave us with a clear message: better finance starts with a stronger foundation. By focusing on clean books and scalable workflows, Omniga is reshaping how small businesses manage finance. It’s not about replacing people, it’s about empowering them to do more with less.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Kevin:LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/Company: https://www.linkedin.com/company/omniga-ai/Follow Drew:LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] –Trailer[03:39] – Why They Started Omniga[07:11] – Drew’s Tech Journey[09:28] – What...

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Karishma Ramnawaj, a financial modeler based in Mauritius, to talk about her journey in financial modelling, building and reviewing models, and the lessons she’s learned from both success and failure. Karishma shares her experience of learning on the job, why understanding the end user is critical, and how she balances practical standards with flexibility.Karishma is a Certified Advanced Financial Modeler (AFM) and FMVA® professional, currently working as a Financial Modeler Associate at Hawkins Eberdal Ltd in Mauritius. With a strong foundation in both project and corporate finance, Karishma specializes in building decision-ready financial models that support capital raising, risk evaluation, and business growth.Expect to LearnWhy using someone else’s model as a template can be riskyThe importance of understanding and communicating key assumptionsHow to tailor models for investors and third-party usersWhat it’s like to fail, and then pass, the AFM examThe value of applying both corporate and project finance in modellingHere are a few quotes from the episode:“If you're going to use someone else's model, make sure you understand everything inside it.” – Karishma“It's not just about Excel. It's about who's using the model and what story you're telling with it.” – KarishmaKarishma's story is a great example of growth through practice, persistence, and passion for financial modeling. Her focus on clarity, flexibility, and end-user needs brings valuable perspective to the modelling process. From overcoming early challenges to passing the AFM exam, she shows the importance of continuous improvement.Follow Karishma:LinkedIn: https://www.linkedin.com/in/karishma-ramnawaj/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=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.In today’s episode:[01:56] - Guest Intro[04:51] - Journey into Modelling[06:00] - Why She Loves Modelling[08:37] - Storytelling with Numbers[10:56] - Key...

In this engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today’s collaborative environment.Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.Expect to Learn:The two core competencies every great FP&A professional must masterWhy “getting out from behind the screen” matters for business insightHow AFP curates learning and networking experiences for finance professionalsWhat to expect from AFP’s FP&A Forum and Annual ConferenceHow to avoid low-value work and focus on driving business impactThis episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today’s finance landscape.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Bryan:LinkedIn - linkedin.com/in/bryan-lapidus-fpacCompany - https://www.linkedin.com/company/association-for-financial-professionals/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[03:33] – What Is AFP?[05:38] – What Makes Great FP&A?[13:34] – Inside the AFP Conference[18:13] – How AFP Chooses Conference Tracks[23:12] – AFP FP&A Forum Highlights[27:30] – How Soft Skills Shape Career...

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the AI landscape and how CFOs and finance leaders should approach AI in 2026. Reflecting on the developments of 2025, they explore how AI adoption is progressing at the individual and company levels and discuss the surprises and challenges they've encountered in the AI space.Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows.In this episode, you will discover:The current state of AI adoption by individuals and companies.Surprising shifts in AI companies like OpenAI and Microsoft in 2025.The growing role of specialized AI models and their potential impact on industries like finance.Predictions for the future of AI in 2026, including advancements in LLMs and robotics.Glenn and Paul discussed the evolving AI landscape and its impact on finance, offering insights into key developments and predictions for 2026. They highlighted the challenges, growth, and opportunities AI presents for finance leaders and businesses.Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:15] - Reflections on AI in 2025[05:07] - Paul’s Surprises on AI’s Progress[11:05] - OpenAI’s Consumer Focus[13:23] - Predictions for Specialized Models[14:51] - AI and Robotics[17:20] - Small vs Large Models[18:28] - Closing Thoughts on AI in Finance

In this episode of The ModSquad, hosts Paul Barnhurst, Ian Schnoor, and Giles Male welcome Tim Jacks, founder of Taglo, for an insightful discussion on the integration of AI in financial modeling. Tim’s expertise bridges the worlds of financial modeling and AI, and in this episode, he shares his journey and discusses how AI is reshaping the financial modeling landscape.Tim Jacks is the founder of Taglo, a company dedicated to improving financial modeling with AI technology. His career journey spans financial consulting and software development, including building financial modeling tools. Over time, Tim's interest in artificial intelligence grew, and he delved into how AI, particularly Large Language Models (LLMs), could be used to enhance financial modeling processes.Expect to LearnHow AI is revolutionizing financial modeling and the specific ways it’s being used today.The technical components behind AI agents and how they differ from simple chatbots.The importance of context and system prompts when working with LLMs in financial tasks.Insights into the memory limitations of LLMs and how agents work around this challenge.Here are a few quotes from the episode:"If you're using AI for Excel modeling, you need to remind it to follow good financial modeling principles, like the FAST Standard." – Tim Jacks"The beauty of LLMs is that you can go back and change the conversation, they're stateless, so it's like resetting the clock." – Tim JacksTim Jacks provided valuable insights into the integration of AI in financial modeling, particularly how LLMs and agents are transforming workflows. While AI can significantly enhance efficiency, human expertise remains essential for applying financial modeling principles. Understanding the technical workings of these tools helps users leverage them effectively. The future of financial modeling will be human-led, AI-assisted.Follow Tim:LinkedIn: https://www.linkedin.com/in/timjacks/Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/Follow Giles Male:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/In today’s episode:[00:05] - Intro & Hosts[01:33] - Guest Introduction: Tim Jacks[02:42] - Tim's Background in Modelling & AI[04:16] - What Are LLMs Really?[09:55] - ChatGPT vs. LLMs Explained[12:09] - LLMs Have No Memory[15:02] - How Tools Add Context to AI[19:35] - What Is an AI Agent?[22:35] - How Excel Agents Work[30:08] - Demo: Tools in Action[35:03] - Defining an Agent: LLM + Tools + Prompts[38:49] - Key Takeaway for Modellers

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Ben Pierce, General Manager of Workday Adaptive Planning, to discuss the evolving landscape of FP&A, the challenges of planning software, and the future of finance in an AI-driven world. Ben shares his career journey, from semiconductor engineering to leadership roles in the FP&A software industry, and dives into his vision for how AI is transforming the way businesses plan and make decisions.Ben Pierce is an experienced executive with over two decades of experience in the enterprise software industry. Currently, he leads Workday Adaptive Planning’s global strategy, growth, and innovation efforts. Prior to joining Workday, Ben held senior roles in several companies, including River Logic, Tidemark, and IBM, where he honed his expertise in analytics, financial software, and business leadership. His career has been shaped by his passion for leveraging technology to improve business operations and drive impactful change.Expect to Learn:Why Ben believes the future of FP&A is in AI and analyticsThe importance of challenging the business with actionable insightsHow to make FP&A tools work for you, not just as a data repositoryWhat to consider when choosing and implementing FP&A softwareThe balance between strategic planning and flexible budgeting processesHere are a few relevant quotes from the episode:"A great FP&A partner doesn’t just provide data, they come to the table with a point of view and push you to do better." – Ben Pierce"At the end of the day, it’s not about the tool, it’s about the implementation and how you engage with it." – Ben PierceBen Pierce offers invaluable insights into FP&A, emphasizing the need for technology to not only streamline processes but also enhance decision-making capabilities. His advice on selecting the right FP&A tools and the importance of having a supportive implementation partner is essential for any finance team looking to modernize their planning processes.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFree Trial of WorkdayTry Workday Adaptive Planning free for 30 days -

In this first episode of Future Finance for 2026, hosts Paul Barnhurst and Glenn Hopper take time to reflect on how AI actually showed up in finance over the past year, and what that means going forward. Without a guest, the conversation focuses on real experiences, observations, and lessons from working directly with finance teams, CFOs, and operators who are navigating AI adoption day to day.Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows. They also share their thoughts on notable developments from 2025, including OpenAI’s shift toward consumer use, Microsoft Copilot’s mixed results, Google Gemini’s rapid improvement, and Nvidia’s continued growth.In this episode, you will discover:How AI adoption differs between individuals and organizationsWhy poor data quality still limits many finance teamsWhat recent changes from OpenAI, Microsoft, Google, and Nvidia suggestWhere Microsoft Copilot works well today and where it falls shortWhy automation and basic app-building are becoming more importantPaul and Glenn share concrete examples from Excel, Outlook, reporting, and close processes. They also emphasize that banning AI use is no longer realistic and that clear guidelines matter more than strict restrictions.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:47] – How Individuals vs. Companies Used AI in 2025[06:12] – OpenAI, Monetization, and Market Signals[09:27] – Google Gemini’s Turnaround[15:56] – Big Models vs. Specialized Tools[21:21] – Consumer AI and Platform Control[26:26] – Real Copilot Use Cases in Excel[35:28] – What Finance Professionals Should Focus on in 2026[39:31] – What Finance Leaders Need to Do Now[41:45] – Automation, Vibe Coding, and What’s Next[43:07] – Final Thoughts and Closing

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Carolina Lago, a seasoned FP&A professional, to discuss how financial modelers can transform data into actionable insights while avoiding common modeling pitfalls. Together, they explore best practices in financial modeling, the dangers of hard-coded models, and why structure, flexibility, and clear purpose are essential for effective decision-making. Carolina also shares lessons from her international career, including her experience supporting a major IPO and leading global software implementations.Carolina Lago is an FP&A professional with over 15 years of international experience across multiple industries. She has played key roles in high-impact projects, including IPO preparation and enterprise-wide financial system implementations. Carolina is also the creator of the TACTIC framework, which helps financial professionals build models that are structured, insightful, and decision-focused.Expect to LearnWhy hard-coded models are a major risk to accuracy and flexibilityHow to turn raw data into insights that drive real business decisionsThe importance of starting every model with a clear question or goalHow the TACTIC framework improves structure and clarity in modelingWhy strong modeling skills matter at every career stageHere are a few quotes from the episode:“I inherited one, and I had to try to change it. I spent probably a couple of weeks trying to make it better, and I couldn't. It was just too full of hardcoded numbers and no design at all.” – Carolina Lago“Data is only useful if it can be transformed into actionable insights.” – Carolina LagoFollow Carolina:LinkedIn – https://www.linkedin.com/in/s-carolinalago/Website – https://www.tacticfinancial.comIn today’s episode:[00:00] - Trailer[00:50] - Guest Introduction[01:00] - Horrifying Financial Models[02:00] - Early Career Modeling Mistakes[03:10] - Carolina’s Global Career Journey[05:00] - Turning Data into Actionable Insights[07:30] - Introduction to the TACTIC Framework[09:50] - Learning Resources & Community Engagement[20:00] - Certifications and Continuing Education[22:40] - Rapid-Fire Round[24:50] - Advice for Aspiring Financial Modelers[26:00] - How to Connect and Learn More

In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Noam Sever, Head of Global FP&A at Cellebrite, for a deep and thoughtful conversation on building impactful finance teams, scaling FP&A processes, and the human side of finance leadership. Noam shares his experience driving financial planning in high-growth environments and highlights the value of simplicity, consistency, and communication in finance transformation. This episode is a masterclass in aligning FP&A with business needs and building trust through data, systems, and people.Noam Sever is a seasoned finance executive with over 15 years of leadership across global tech and manufacturing firms. At Cellebrite, he leads a multinational FP&A team overseeing full P&L ownership, strategic planning, and operational excellence. His expertise includes business modeling, systems implementation, and data-driven decision-making. Known for his structured approach and people-first mindset, Noam is passionate about building agile finance organizations that deliver real business impact.Expect to Learn:Why “tiny gains” and small process improvements compound to drive big FP&A impactHow to scale FP&A processes from startup chaos to structured efficiencyThe importance of aligning finance with go-to-market and sales operationsWhy trust, communication, and curiosity are the top soft skills in FP&AThe framework Noam uses to evaluate when and how to scale teams, tools, and processesHere are a few quotes from the episode:As a company scales, FP&A must shift from being reactive to becoming a proactive business partner.” – Noam SeverStart simple, make it repeatable, and always leave room to improve. That’s the foundation of great FP&A.” – Noam SeverNoam Sever offers a blueprint for building impactful FP&A teams through simplicity, structure, and strategic business partnership. His insights emphasize that real value comes from understanding the business, earning trust, and continuously improving processes to drive meaningful results.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Noam:LinkedIn - https://www.linkedin.com/in/noamsever/Company - https://www.linkedin.com/company/cellebrite/Earn Your CPE Credit For CPE credit, please go to

In this special episode of Financial Modeler’s Corner, host Paul Barnhurst recaps an exciting 2025 and outlines what's ahead for 2026. Paul reflects on the top five most downloaded episodes of the year, shares insights from key guests, and highlights major developments in financial modeling, including Excel's newest features and the growing role of AI.Expect to LearnKey trends in Excel and financial modeling from 2025How AI is changing the way models are built, tested, and auditedThe importance of simplicity, documentation, and user involvement in model designWhy communication and business understanding are becoming essential skills for modelersHere are a few quotes from the episode:“Complexity can backfire by making you indispensable in ways that hurt your career growth.” – Paul Barnhurst“AI is a magnifier, it makes good modelers better and highlights weaknesses in those without a solid foundation.” – Paul BarnhurstIn today’s episode:[02:01] – Mod Squad Launch[03:02] – AI and Modeling[03:45] – Excel Feature Highlights[06:28] – Excel Championship Recap[10:12] – AI in Financial Modeling[12:54] – Time-Saving Modeling Tips[16:02] – Three-Statement Modeling[17:38] – Strategic Thinking for Modelers[20:30] – Final Thoughts and Certification Offer

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics.Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.Expect to Learn:The three pillars of great FP&A are technical skills, storytelling, and actionable decisions.Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.Lessons learned from leading finance during the pandemic.Key metrics for success in the distribution industry include variable margin and truck utilization.Practical advice for accelerating budget processes and focusing on analytics that drive results.Here are a few relevant quotes from the episode:"The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull"Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull"A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew HullAndrew Hull shared a wealth of knowledge for FP&A professionals, including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Andrew:LinkedIn - https://www.linkedin.com/in/andrewhull4/Follow Paul: Website - https://www.thefpandaguy.comLinkedIn -

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed to solve the industry’s most pressing challenges. Sasha Orloff is the CEO of Puzzle, a modern accounting software platform focused on building the future of finance. Before Puzzle, Sasha Orloff founded LendUp and Mission Lane, which both scaled to hundreds of millions in revenue. He has a deep background in finance, technology, and AI, and his insights are helping to shape the next wave of innovation in the industry.In this episode, you will discover:The challenges of traditional accounting systems and outdated softwareHow AI and predictive analytics can streamline financial tasks and improve decisionsThe need for an evolving general ledger and the role of blockchain in enhancing transparencyHow AI reduces errors and provides more accurate insights for finance professionalsThe future of accounting and how AI will enable faster, smarter decision-makingSasha Orloff explains how Puzzle is addressing the foundational issues with traditional accounting software by focusing on trust, transparency, and flexibility. He also shares his thoughts on the importance of building the right data infrastructure to enable AI-driven insights in finance.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Sasha:LinkedIn: https://www.linkedin.com/in/sashaorloff/Company: https://www.linkedin.com/company/puzzlefin/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:00] - Meet Sasha Orloff[03:30] - The Problem with Traditional Accounting Software[06:00] - The Future of the General Ledger and Data Transparency[10:30] - How AI Enhances Finance and Accounting Tasks[12:45] - Blockchain’s Role in Financial Trust[17:30] - The Role of AI in Business Decision-Making[20:00] - How Puzzle is Revolutionizing...

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Ian Bennett, Partner and Deals Modelling Leader at PwC Australia, to discuss the art and science of financial modeling. Together, they explore what makes a good financial modeler, how Excel has evolved dramatically in recent years, and how emerging tools and AI are shaping the future of modeling. Ian reflects on his decades-long career, from his early days discovering Excel during audits to leading a large team of modelers across Australia and India. Ian Bennett is the Deals Modelling Partner at PwC Australia and a Master Financial Modeler (MFM) certified by the Financial Modeling Institute. With 24 years of hands-on experience in building and leading modeling teams, Ian’s approach combines deep technical expertise with a strong focus on communication, design, and problem-solving. He leads a 50-person modeling team at PwC and is known for his passionate advocacy for best practices, new tools, and innovation in modeling, including integrating AI and the latest features in Excel.Expect to LearnWhy defining a model’s purpose upfront is essential to successThe most important listening and scoping skills great modelers must developHow Excel’s evolution over the past 18 months is changing the gameWhat it means to be model-first vs. outcome-focusedWhy curiosity and human insight are irreplaceable, even in the age of AIHere are a few quotes from the episode:“Every model tells a story, and that story should be known at the start of the project. It’s about understanding what questions the model needs to answer.” – Ian Bennett“Be curious. That curiosity is what drives innovation in modelling, learning new tools, asking better questions, and solving real problems.” – Ian BennettFollow Ian:LinkedIn - https://www.linkedin.com/in/ianrbennett/Website - https://www.pwc.com.au/deals/modelling.htmlIn today’s episode: [00:00] - Trailer [01:09] - Introduction to Ian Bennett [02:13] - Worst Model Ian Has Seen [06:17] - Ian’s Background & Early Interest in Excel [08:19] - Becoming a Master Financial Modeller (MFM) [09:43] - Global Excel Summit Highlights [11:53] - What Makes a Great Financial Modeller [16:38] - Importance of Listening & Understanding Client Needs [23:03] - Time Allocation: Design vs. Building in Excel [28:14] - Modelling Tools Beyond Excel [31:34] - Excel’s Evolution & Exciting New Features [39:08] - Rapid Fire Questions [41:50] - Will AI Build Financial Models? [47:12] - Final Advice for Aspiring Modellers

In this episode, Paul Barnhurst looks into practical frameworks and leadership strategies for finance professionals with guest Brett Hampson. Brett discusses what he believes constitutes great FP&A and how grassroots finance transformations, rather than top-down technology implementations, can foster a proactive, value-creating FP&A culture. Brett Hampson has spent over a decade in corporate FP&A, working with some of the world’s largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.Expect to LearnWhat grassroots finance transformation entails and why it’s preferable to technology-centric approaches.How to implement Brett’s FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.How to leverage attribution analysis and storytelling to enhance FP&A’s influence on business decisions.Here are a few relevant quotes from the episode:“Grassroots finance transformation happens when each person on the team has their own vision and works towards solving specific challenges.” - Brett Hampson“Technology alone doesn’t solve problems. It might fix one, but often creates new ones if cultural issues aren’t addressed first.” - Brett HampsonWith insights into creating effective FP&A systems and teams, Brett Hampson provides a refreshing perspective on FP&A transformation. He highlights the importance of people, process, and then technology, in that order, as the foundation for a high-performing FP&A team.Follow Brett:Website - https://bretthampson.gumroad.com/l/proactiveLinkedIn - https://www.linkedin.com/in/brett-hampson/Newsletter - https://blog.forecastingperformance.com/subscribeFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:12] - Brett’s Background and Introduction[05:17] - The Creation of The FP&A Operating System[08:04] - Developing a Proactive FP&A...

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Ian Wong, co-founder and CEO of Summation, a cutting-edge AI platform designed to help enterprise leaders navigate complex data and make smarter business decisions. Ian shares his journey from CTO at Opendoor to founding Summation, inspired by his frustration with the inefficiencies of traditional reporting and analysis systems.Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.Expect to Learn:The Monday Morning Problem and its impact on business operationsHow AI can eliminate tedious data analysis processesThe difference between traditional BI tools and the AI-powered platform SummationThe importance of real-time, decision-grade data for enterprise leadersJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Ian:LinkedIn: https://www.linkedin.com/in/ian-wong/Company: https://www.linkedin.com/company/summation-hq/Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:01] - The Monday Morning Problem and Decision-Making[03:46] - The time and effort spent on manual data analysis[08:48] - Ian’s Motivation Behind Summation[10:40] - What Makes Summation Different[12:48] - The Importance of Accurate Data in Finance[13:53] - Wrapping Up and Farewell

In this episode of The ModSquad, hosts Paul Barnhurst, Ian Schnoor, and Giles Male are joined by Tea Kuseva, Community Manager at the Financial Modeling Institute, for a detailed discussion on the state of AI tools in financial modeling. The group continues its hands-on testing of seven tools, including TabAI, Excel Agent, Shortcut, and TrufflePig, evaluating how these platforms perform on real-world financial modeling tasksTea Kuseva is the Community Manager at the Financial Modeling Institute (FMI), the only global accreditation body dedicated to financial modeling. With her deep involvement in the modeling community and her role supporting professionals worldwide, Tea Kuseva brings thoughtful questions and provides structure to the discussion, helping translate technical insights into practical takeaways for finance professionals.Expect to LearnHow leading AI tools perform on real financial modeling tasksCommon issues like unbalanced sheets and flawed formulasKey differences between Excel-based and standalone toolsPractical ways AI can assist with analysis and reportingWhy Excel and modeling expertise still matter in an AI-driven workflowHere are a few quotes from the episode:“Even five years from now, you’ll still need to understand every cell if you're handing in a model.” – Ian Schnoor“Fast, consistent outputs are still better achieved by experienced humans than by today’s AI tools.” – Giles MaleAI tools show promise in assisting with financial modeling, but they are not yet reliable enough to replace human expertise. Strong Excel skills and sound judgment remain essential. Used wisely, AI can enhance productivity, but it should complement, not replace, technical understanding. The future of modeling is human-led, AI-assisted.Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/?originalSubdomain=caFollow Giles Male:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/Follow Tea:LinkedIn: https://www.linkedin.com/in/tkuseva/In today’s episode:[01:16] - Guest Intro[06:07] - Tools Under the Microscope[07:59] - The Testing Framework[13:43] - Lessons from the Esports Challenges[19:33] - Real Examples from the Tools[25:54] - Practical Use Cases for AI Today[33:56] - Variability in AI Outputs[39:40] - Looking Ahead: The Next Five Years[44:58] - Final Comments[46:13] - Final Thoughts and Key Takeaways

In this episode of FP&A Unlocked, host Paul Barnhurst welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel’s evolution, why many finance professionals underuse powerful tools, and Jordan’s latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan’s career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel’s capabilitiesJordan’s perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn’t dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don’t become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/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 FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode:[02:15] – Jordan’s Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ian Wong, co-founder and CEO of Summation, to talk about one of the most frustrating challenges in finance and analytics: getting timely, trustworthy answers to basic business questions. Ian shares the story behind what he calls the “Monday Morning Problem” and explains why finance teams often spend weeks chasing insights that arrive too late to matter. The conversation explores the limits of dashboards, the risks of AI hallucinations in finance, and what decision-grade analytics really means.Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.In this episode, you will discover:What the “Monday Morning Problem” is and why it slows down decision-makingWhy dashboards and ad hoc reports often fail finance leadersThe risks of relying on generic AI tools for financial analysisHow decision-grade analytics differ from conversational AIWhat the coming “query flood” could mean for data infrastructure and costsIan explains how Summation helps finance and operations teams move from manual data stitching to faster, more reliable insights. The discussion also covers AI hype versus reality, why trust matters so much in finance analytics, and how leaders can think more clearly about where AI fits into real business workflows.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Ian:LinkedIn: https://www.linkedin.com/in/ian-wong/Company: https://www.linkedin.com/company/summation-hq/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn -  https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:58] – Meet Ian Wong[05:25] – The “Monday Morning Problem”[09:23] – What Empathetic Leadership Really Means[13:15] – How Enterprise Research Really Works[16:34] – The Monday Morning Numbers Meeting[21:25] – A Balance Sheet That Still Doesn’t Balance[25:53] – Where AI actually helps finance teams[28:27] – The AI Hype Question of 2025[33:07] – Moving into Personal Questions

In this episode of The Mod Squad, hosts Paul Barnhurst, Ian Schnoor, and Giles Male continue their hands-on testing of AI tools for financial modeling. This time, they put Subset, an AI-powered spreadsheet tool still in beta, through its paces. The hosts explore whether Subset can realistically handle core financial modeling tasks, including importing Excel files, building three-statement models, and applying basic accounting logic. Along the way, they uncover significant limitations, bugs, and logical errors that highlight the risks of relying on unsupported or immature tools.Expect to LearnWhat Subset promises to do and how it performs in real-world testingThe challenges of importing Excel files into non-Excel environmentsWhy basic accounting logic still breaks many AI modeling toolsThe risks of using outdated or unsupported AI tools found onlineWhat it would actually take for professionals to move away from ExcelHere are a few quotes from the episode:“There’s no AI on the planet that should tell you gross profit is revenue plus costs.” – Ian Schnoor“It’s clever, but massively flawed and unreliable in lots of areas right now.” – Giles MaleSubset shows ambition in trying to act as a full AI spreadsheet, but the testing reveals serious issues, from incorrect formulas to flawed financial logic and unstable performance. While the tool demonstrates how far AI experimentation has come, it also serves as a cautionary example of why finance professionals must validate outputs and maintain strong technical foundations. Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/?originalSubdomain=caFollow Giles Male:LinkedIn -  https://www.linkedin.com/in/giles-male-30643b15/In today’s episode: [02:40] – Welcome back to The Mod Squad[05:04] – Introducing Subset and its promises[08:38] – Importing Excel files into Subset[11:27] – Errors, bugs, and beta limitations[13:50] – Building a three-statement model from scratch[19:25] – A Basic Revenue Reality Check[22:37] – Why Excel Is Hard to Replace[27:10] – Lessons learned from testing multiple tools[30:01] – Why Structured Data Matters