Future Finance

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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:

[00:26] – Riya’s background

[04:05] – Challenges of a Two-Sided Marketplace

[05:57] – Building Sequence: AI for AR

[10:00] – Human Oversight vs. AI Automation

[12:52] – Revolutionizing Billing & Invoicing

[14:18] – Defining Workflow Rules for AI

[19:23] – Final Thoughts

How Modern Finance Teams Are Automating Billing and Revenue Workflows with AI Tools - Riya Grover

Wed, 25 Feb 2026 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Riya Grover to explore how AI is transforming order-to-cash workflows. The conversation explores billing automation, revenue operations, and the evolving role of finance teams. Riya shares her entrepreneurial journey and how Sequence is building the first agentic AR platform. This episode is packed with practical insights for modern finance leaders navigating AI adoption.

Riya Grover is the Co-founder and CEO at Sequence. Sequence, backed by a16z with $40M raised, is building the first agentic platform for accounts receivable. The company helps B2B businesses automate quoting, billing, invoicing, and revenue recognition, especially for complex pricing and custom contracts. Prior to Sequence, Riya founded Feedr, a venture-backed company that exited to Compass Group in 2020. She holds an MBA from Harvard Business School and a BA in Economics and Management from Oxford University.

In this episode, you will discover:

Why building a two-sided marketplace is incredibly difficult
How modern B2B pricing models break traditional billing systems
The difference between deterministic systems and generative AI in finance
Why human-in-the-loop design is critical for financial AI agents
What the future finance tech stack will look like in the next five years

Riya explains how complex contracts, usage-based pricing, and custom deal structures create massive billing challenges for growing companies. Sequence solves this by combining deterministic billing foundations with AI-powered workflow agents. The discussion highlights where AI should and should not be used in finance operations. Trust, auditability, and human oversight remain central to successful AI implementation.

Follow Riya:

LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/

Website: https://www.sequencehq.com/

Sequence Series A Fundraising: Announcement

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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:

[02:05] – Riya’s Startup Journey

[06:55] – Marketplace Challenges

[08:28] – Modern Billing Gaps

[10:46] – AI in Finance

[13:10] – Human-in-the-Loop Design

[18:35] – ML vs. Gen AI

[24:26] – Series A & Scaling

[30:11] – Future Finance Stack

[35:15] – Rapid Fire & Wrap-Up

Claude AI to Automate Bookkeeping with Real Business Workflows

Wed, 18 Feb 2026 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss their latest experiences in the finance world. They explore how tools like Claude and Copilot are transforming workflows, and Glenn shares how he tackled personal finance challenges, from tracking expenses to handling journal entries. Glenn also highlights a real-world example of using these tools for bookkeeping and expense tracking, giving listeners insights into how these technologies can streamline financial tasks.

In this episode, you will discover:

How tools are changing workflows in finance and accounting
Real-world use of tools for bookkeeping and expense tracking
The speed of technology development and its impact on financial tasks
How small businesses can leverage Excel for planning and reporting
The challenges and benefits of using financial assistants for business workflows

Paul and Glenn discuss how tools like Claude and Copilot are transforming finance workflows, saving time, and improving efficiency. The future of finance is evolving rapidly, and businesses of all sizes should embrace these innovations to stay ahead.

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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:

[00:45] – Glenn's Recent AI Breakthroughs

[02:24] – Frustration with ChatGPT & Switching to Claude

[04:22] – Using Claude for Personal Finance

[07:00] – Organizing Expenses & Journal Entries

[09:45] – Claude’s Role in Financial Workflow Automation

[11:15] – Copilot vs. Claude: A Quick Comparison

[14:00] – AI’s Influence on Financial Planning Tools

[16:45] – Rapid AI Advancements and Global Competition

[19:15] – Closing Thoughts & Final Remarks

Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools

Wed, 11 Feb 2026 05:00:00 -0700

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper explore how AI tools like Claude, Copilot, and Excel agents are transforming financial workflows in 2026. As the finance industry continues to evolve, AI is playing an increasingly crucial role in automating routine tasks, improving accuracy, and boosting efficiency.

Paul and Glenn discuss their firsthand experiences with AI-driven tools, from tracking expenses and managing journal entries to building financial models. They also dive into the ways small and medium businesses are utilizing AI-powered Excel agents to streamline their financial processes without the need for expensive, traditional planning tools.

In this episode, you will discover:

The impact of AI agents in finance and how they simplify workflows.
Personal experiences with Claude and Copilot in real-world finance tasks.
How to integrate AI into your finance team’s daily tasks.
The benefits and challenges of AI-powered automation in finance.

Paul and Glenn emphasize the importance of embracing AI in finance, highlighting how tools like Claude, Copilot, and Excel agents are transforming everyday workflows. They encourage finance professionals to experiment with AI, even if it means starting small.

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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] – AI’s Role in Finance

[03:47] – AI Agents in Excel

[06:12] – Claude vs. Copilot

[09:27] – Automating Expenses & Journal Entries

[15:56] – AI for Financial Models

[21:21] – Future of AI in Small Business Finance

[26:26] – Workflow Automation in Finance

[35:28] – AI & Human Collaboration

[39:31] – Experimenting with AI in Finance

[41:45] – Data Quality & Governance

[43:07] – Key Takeaway

The Future of SMB Finance Is AI Bookkeeping to Replace Broken ERP Systems with Kevin & Drew

Wed, 04 Feb 2026 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Kevin Thomas and Drew Hyatt, co-founders of Omniga, about solving persistent issues in bookkeeping and the monthly close process for small and mid-sized businesses. They discuss how finance leaders often struggle with unreliable data and how Omniga is creating a more structured, review-ready accounting workflow.

Kevin Thomas brings a background in corporate FP&A and a CFA perspective. His hands-on experience with messy books and data integrity problems in SMBs led him to co-found Omniga. Drew Hyatt is a technology leader with a background in FinTech integrations and data pipelines. He previously worked in construction finance and medical supply chains, building systems that manage high-volume, rule-based transactions.

In this episode, you will discover:

Why clean financial data is essential for any finance function to scale.
What makes SMB accounting workflows difficult and how Omniga is addressing it.
How Omniga uses automation to classify, normalize, and escalate accounting entries.
The structure of a scalable, review-focused operating system for fractional CFOs.

Kevin and Drew share how Omniga is tackling the core challenges of bookkeeping and monthly close for SMBs. Their approach brings structure, control, and scalability to finance operations where it’s needed most.

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/

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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] - Meet Kevin and Drew

[01:28] - Why Omniga Started

[04:38] - Drew’s Tech Background

[07:04] - The Name “Omniga”

[10:33] - Controlling AI Output

[13:57] - Guardrails and Escalation

[16:18] - Final Thoughts

How SMBs Can Fix Bookkeeping to Build Trustworthy Data and Scale Finance with Kevin & Drew

Wed, 28 Jan 2026 05:00:00 -0700

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 decisions
The hidden risks in small business bookkeeping and how to fix them
The difference between replacing tasks and supporting human judgment
How to expand from bookkeeping to full finance strategy support
How to structure a finance workflow that scales with your business

Kevin 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/

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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 "Omniga" Means

[11:26] – Rules vs. Suggestions

[14:33] – How the Workflow Scales

[19:28] – Above the Ledger

[25:40] – From Inputs to Entries

[29:50] – Real-World Use Cases

[35:05] – When to Add FP&A

[37:45] – Closing Fun Segment

AI Adoption Divide in Finance for Leaders to Bridge the Gap Between People and Systems

Wed, 21 Jan 2026 05:00:00 -0700

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.

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.

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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

AI Adoption Is Surging but Finance Pros Are Falling Behind Due to Bad Data and Poor Strategy in 2026

Wed, 14 Jan 2026 05:00:00 -0700

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 organizations
Why poor data quality still limits many finance teams
What recent changes from OpenAI, Microsoft, Google, and Nvidia suggest
Where Microsoft Copilot works well today and where it falls short
Why automation and basic app-building are becoming more important

Paul 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.

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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

The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff

Wed, 31 Dec 2025 05:00:00 -0700

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 software
How AI and predictive analytics can streamline financial tasks and improve decisions
The need for an evolving general ledger and the role of blockchain in enhancing transparency
How AI reduces errors and provides more accurate insights for finance professionals
The future of accounting and how AI will enable faster, smarter decision-making

Sasha 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/

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Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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 Financial Software

[27:00] - AI and the Democratization of Data Science

[33:00] - Lightning Round: Fun Personal Questions

How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong

Wed, 24 Dec 2025 05:00:00 -0700

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 operations
How AI can eliminate tedious data analysis processes
The difference between traditional BI tools and the AI-powered platform Summation
The importance of real-time, decision-grade data for enterprise leaders

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 Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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

How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong

Wed, 17 Dec 2025 05:00:00 -0700

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.

In this episode, you will discover:

What the “Monday Morning Problem” is and why it slows down decision-making
Why dashboards and ad hoc reports often fail finance leaders
The risks of relying on generic AI tools for financial analysis
How decision-grade analytics differ from conversational AI
What the coming “query flood” could mean for data infrastructure and costs

Ian 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:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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

ERP and AI Failures Finance Pros Face Without Data and Process Governance with Cindy Vindasius

Wed, 10 Dec 2025 05:00:00 -0700

In this episode of The Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Cindy Vindasius, an expert in accounting and process transformation with over 30 years of experience in the Silicon Valley ecosystem. Cindy, the founder and CEO of her advisory practice, shares her expertise on ERP implementations, system transformations, and how AI is reshaping the finance landscape. They discuss her experiences with ERP failures, her new online course for ERP readiness, and the challenges companies face when navigating ERP transformations and adopting AI tools.

Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.

Expect to Learn:

Why legacy ERP systems are fundamentally flawed in design
Cindy’s journey into ERP transformations and system implementations
The complexity of ERP migrations and why they’re often harder than expected
How AI is changing ERP systems and the finance industry
Cindy’s ERP readiness course, which helps businesses prepare for successful ERP transformations

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

AI Readiness Assessment:

Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/

AI First Vendor Evaluation Checklist:

Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in

Follow Cindy:

LinkedIn: https://www.linkedin.com/in/cindy-vindasius/

Website: https://www.vindasius.com

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:29] - Cindy’s Background and ERP Experience

[03:30] - The Challenges of ERP Implementations

[07:00] - AI’s Role in Changing ERP Systems

[10:10] - Lessons from AI-Native ERP Platforms

[12:00] - Cindy’s ERP Readiness Course

[16:30] - Closing Thoughts and Thanks

What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius

Wed, 03 Dec 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by systems and finance transformation expert Cindy Vindasius to explore why so many ERP implementations fail, and what companies can do to fix that. They discuss the often-overlooked groundwork needed before selecting a system or deploying AI tools, and why jumping straight to automation without strong data and processes is a recipe for chaos. Whether you're planning an ERP rollout or modernizing finance operations, this conversation is packed with practical guidance for long-term success.

In this episode, you will discover:

Why 70% of ERP implementations fail and how to avoid common missteps
What ERP readiness really means, and why it's often overlooked
How AI-native ERPs compare to legacy systems in real-world implementations
Why scalable data governance and documented processes are essential
How Cindy’s ERP Preparedness Master Workshop helps teams succeed

This episode highlights the often-missed foundations of ERP and AI success: preparation, clarity, and scalability. Cindy Vindasius shares the roadmap finance leaders need to transform systems from a source of chaos into a driver of growth.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance.

AI Readiness Assessment:

Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/

AI First Vendor Evaluation Checklist:

Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in

Follow Cindy:

LinkedIn: https://www.linkedin.com/in/cindy-vindasius/

Website: https://www.vindasius.com

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[01:36] – Meet Cindy

[04:33] – ERP Beginnings

[07:43] – AI-Native ERP Landscape

[11:41] – AI in Finance

[15:25] – ERP Readiness Course

[21:36] – Data Migration Issues

[25:53] – ERP vs AI Readiness

[29:44] – Outsourcing Pitfalls

[30:46] – Rapid-Fire & Fun

[32:57] – Closing Thoughts

The ERP Problem for Finance Teams to Replace Consultant Lock-In with AI - Santiago Nestares

Wed, 26 Nov 2025 05:00:00 -0700

In this episode of The Future Finance Show, hosts Glenn Hopper and Paul Barnhurst speak with Santiago Nestares, co-founder and CEO of DualEntry, about the urgent need for modern ERP systems built from the ground up. Santiago shares the origin story behind DualEntry, born from his frustrations with legacy finance systems while scaling a $100M+ global business. The conversation explores how DualEntry eliminates painful ERP implementations, delivers live data in under 24 hours, and empowers finance teams to operate with greater automation and control

Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Prior to DualEntry, he co-founded Benitago, which scaled to over $100 million in revenue. His first-hand struggles with outdated ERP systems inspired him to build a finance platform that automates workflows, simplifies migrations, and improves operational transparency, without the typical consulting overhead or nine-month implementations.

Expect to Learn:

Why legacy ERP systems are fundamentally flawed in design
How DualEntry enables 24-hour data migrations with minimal disruption
The practical difference between AI-native vs. AI-layered ERP platforms
How consumer-grade experience is redefining enterprise finance software
Why ERP implementation doesn’t have to feel like back surgery

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Santiago:

LinkedIn: https://www.linkedin.com/in/santiago-nestares/

Website: https://www.dualentry.com/

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:58] - ERP Pain Points from Scaling a $100M Business

[02:39] - Why Simple ERP Migrations Are Surprisingly Hard

[06:13] - From Stealth to $90M Series A

[10:01] - Where Finance Teams Will See ROI First

[14:42] - How 24-Hour ERP Migration Works

[19:26]- Fixing ERP: From Back Surgery to Massage

DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

Wed, 19 Nov 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era.

Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch.

In this episode, you will discover:

Why legacy ERP systems are fundamentally broken, and how AI changes the game
How DualEntry enables 24-hour ERP data migration
The role of AI in journal entries, reporting, and reconciliation
How auditors are embracing automation and AI for compliance and accuracy
Why ERP systems must evolve beyond just being "AI-enabled" to truly AI-native

Santiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn’t have to be a burden. With the right tools, it can become a strategic advantage.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Santiago:

LinkedIn: https://www.linkedin.com/in/santiago-nestares/

Website: https://www.dualentry.com/

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[01:36] - Lessons from Scaling to $100M & ERP Frustrations

[03:37] - Why ERP Migrations Are So Broken

[07:47] - How DualEntry Raised a $90M Series A

[10:51] - AI-Native vs. AI-Enabled ERP Systems

[18:23] - Challenges and Realities of 24-Hour ERP Migration

[23:26] - Why Building a Mid-Market ERP Is a Bold Move

[28:18] - Using AI in Audits & Real-Time Reporting

[31:45] - Rapid-Fire AI Questions

[35:52] - Final Reflections & Wrap-Up

The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe

Wed, 12 Nov 2025 05:00:00 -0700

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate.

Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance

Expect to Learn:

Why AI is reinvigorating interest in ERP platforms like NetSuite.
How NetSuite’s AI strategy balances “AI every day” and “AI your way.”
What the MCP connector does and why it’s a game-changer for data analysis.
How NetSuite’s clean data models fuel better AI outcomes and user productivity.

Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Joe:

LinkedIn: https://www.linkedin.com/in/friedman-ns/

Follow Ranga:

LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[02:00] – Where NetSuite Stands in Today’s ERP Landscape

[05:17] – Why ERP and AI Go Hand-in-Hand

[07:29] – AI Every Day, AI Your Way: What NetSuite’s MCP Connector Unlocks

[10:29] – Practical AI Integration Inside NetSuite

[13:30] – Real-World Use Cases for AI in Finance

[16:22] – AI Agents, Automation, and What’s Coming Next

[18:05] – SaaS as the Real Driver of AI Adoption

[19:48] – Why Clean Data Fuels Better AI Outcomes

[21:12] – Closing Thoughts

How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga

Wed, 05 Nov 2025 04:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The conversation spans AI agent adoption, data clarity, and how finance teams can start harnessing AI today without major overhauls.

In this episode, you will discover:

Why NetSuite believes ERP is the core of AI transformation in finance
How the new MCP connector integrates AI agents like Claude and ChatGPT
Practical AI use cases: from variance analysis to journal entry creation
Why clean ERP data is essential for effective AI outcomes
How companies can start AI initiatives without high risk or cost

Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is leading the charge in making AI practical and accessible within ERP systems. Their insights show that businesses don’t need massive overhauls to start seeing value from AI, just clean data and the right tools. As ERP evolves, NetSuite’s hybrid approach positions it to stay ahead. This episode is a must-listen for anyone navigating the intersection of finance, tech, and AI.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Joe:

LinkedIn: https://www.linkedin.com/in/friedman-ns/

Follow Ranga:

LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[04:15] - Competing with New ERP Platforms

[09:42] - What is MCP & AI Everyday?

[13:47] - AI Use in Daily Finance Tasks

[20:18] - Why Many AI Projects Fail

[27:14] - How to Start with AI in NetSuite

[30:25] - Building AI Workflows Without Engineers

[35:19] - Future of ERP: Embedded AI vs. External Agents

[39:33] - The Most Human Thing About AI

[43:49] - Closing Thoughts & Takeaways

The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury

Wed, 29 Oct 2025 05:00:00 -0700

In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the challenges behind AI adoption in business, and why clean data models matter more than ever.

Khaled Chowdhury is a globally recognized expert in data strategy and the founder of Data Crafters. With roots in FP&A, Khaled was among the first to integrate Power BI into planning workflows. Today, he helps executives and teams transition from data chaos to clarity, particularly as AI transforms the business landscape.

Expect to Learn:

What “data clarity” really means and why it matters for business decisions.
The two big barriers preventing organizations from becoming data-driven.
What the “AI paradox” is and why 95% of enterprise AI projects fail.
Why your data model is the hidden make-or-break factor in using AI tools.
How to think about probabilistic vs. deterministic results in AI systems.

Khaled Chowdhury and Paul Barnhurst offer a thought-provoking exploration of how data and AI are reshaping decision-making in the modern enterprise. From breaking down the myths of being data-driven to unpacking the AI paradox, their conversation highlights the growing need for clean data, smart models, and strategic thinking.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Khaled Chowdhury:

LinkedIn: https://www.linkedin.com/in/khaledchowdhury/

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:44] - Defining Data Clarity and the Cost of Chaos

[04:05] - Data-Informed Gut vs. Data-Driven Myths

[06:54] - The AI Paradox Explained

[09:18] - Why AI Projects Fail in the Enterprise

[13:33] - Clean Data Models: No Hiding Behind Lipstick

[14:26] - Closing Thoughts & What’s Next

Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury

Wed, 22 Oct 2025 05:00:00 -0700

In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transforming the data landscape. Khaled’s approach to data clarity in the age of AI brings a fresh perspective to the conversation on how companies can leverage data to make better, faster decisions.

Khaled Chowdhury is a data expert and founder of Data Crafters, helping businesses, especially in finance, build clear data strategies in the age of AI. With a background in FP&A, Khaled’s unique journey spans from finance director to certified data professional, with expertise in tools like Power BI and Fabric. He’s been recognized globally for his contributions to the data world, empowering organizations to make data-driven decisions. Khaled’s experience bridges finance, technology, and business leadership.

In this episode, you will discover:

Khaled’s journey from finance to data analytics and AI
The importance of data clarity and the common mistakes companies make
Why AI and data-driven decisions require a strong foundation
How AI can both enhance and challenge business decision-making
Practical advice on how companies should prioritize AI investments and data management

Khaled Chowdhury highlights the importance of building a solid data foundation before diving into AI and advanced tools like Power BI and Fabric. His journey from finance to data leadership demonstrates how clarity, smart data strategies, and a focus on outcomes can transform decision-making.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Khaled:

LinkedIn:https://www.linkedin.com/in/khaledchowdhury/

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:12] – Khaled’s Journey: From Finance to Data

[06:10] – Defining Data Clarity

[10:15] – The AI Paradox

[14:42] – The Power of Power BI and Fabric

[18:30] – The Data Maturity Curve

[22:05] – How Companies Should Invest in AI

[25:03] – The Future of Data and AI

[29:12] – The AI Chatbot Question

[34:25] – Wrapping Up: Final Thoughts from Khaled

AI in Finance for CFOs to Replace Failing Top-Down Projects with Bottom-Up Shadow AI Wins

Wed, 15 Oct 2025 06:00:00 -0700

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how AI agents and productivity tools like Excel’s newest features are transforming the finance function. They contrast grassroots, employee-led innovation with large-scale, enterprise-driven AI projects, offering practical guidance and examples from their own experiments.

Expect to Learn:

The difference between top-down and bottom-up AI deployments in organizations
Why “shadow AI” and “secret cyborgs” are redefining workplace productivity
The crucial role of change management in enterprise AI adoption
What Excel’s new AI agent can (and can’t) do for financial modeling

Glenn Hopper and Paul Barnhurst deliver an insightful look into how AI is reshaping the finance profession, from enterprise-wide transformations to individual experimentation. Their discussion on agents, automation, and Excel’s evolving capabilities highlights how innovation and adaptability are redefining what it means to be a modern finance leader in a technology-driven world.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:22] - Top-Down vs Bottom-Up AI Adoption & Excel Agents

[01:26] - Building a Personal AI Agent

[04:01] - Top-Down vs Bottom-Up AI Strategy Explained

[06:41] - Change Management in AI Projects

[08:42] - Bottom-Up AI: Enable Use, Ensure Safety

[11:10] - Excel’s 40th Anniversary

[17:13] - Evaluating Excel's DCF Output

[18:23] - Final Thoughts and Takeaways

AI in the Finance Team for CFOs to Lead Bottom-Up Adoption with Excel Agents and Shadow Tools

Wed, 08 Oct 2025 05:00:00 -0700

In this special episode of Future Finance, your hosts, Glenn Hopper and Paul Barnhurst, explore how artificial intelligence is making waves in the finance world. They explore two distinct approaches to AI adoption: top-down initiatives, driven by company leadership, and bottom-up strategies, where employees are introducing AI tools on their own. Glenn and Paul also discuss the latest AI tools in Microsoft Excel, including AI agents, and how they’re transforming financial modeling and decision-making. Tune in for a mix of practical advice, real-world experiences, and a bit of humor along the way.

In this episode, you will discover:

How top-down and bottom-up AI adoption strategies differ in business.
Why employee-driven AI innovation is on the rise and how to manage it.
The role of AI-powered tools like Excel Labs in transforming financial work.
How AI agents can help upskill finance professionals and streamline tasks.

Glenn and Paul explore the evolving role of AI in finance, from top-down strategies to employee-driven innovation. They highlight the potential of AI tools like Excel Labs and AI agents to transform financial processes. Tune in for insights on how embracing AI can help professionals stay ahead in a rapidly changing field.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[05:17] - Glenn’s New Book for Wiley

[08:21] - The AI Budget Mandate

[12:11] - Managing Bottom-Up AI Adoption

[15:39] - The Carol Office Question

[26:00] - Why Use Hard-Coded XLOOKUP?

[29:56] - Building and Customizing an AI Agent

[36:36] - Career Transitions and AI in FP&A

[39:50] - Final Thoughts and Wrapping Up

AI Hype in Finance for Executives to Avoid Failure from Poor Data, Hype and Top-Down Rollouts

Wed, 01 Oct 2025 05:00:00 -0700

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the realities behind the AI hype cycle and how it's playing out in finance, from inflated ROI expectations to unscalable AI tools and organizational chaos, Paul and Glenn unpack what’s working, what’s failing, and why so many companies are stuck. With no guest this week, the duo shares their honest takes on the state of AI, its practical limits in financial workflows, and how companies are fumbling both bottom-up adoption and top-down implementation. This one’s a mix of hot takes, technical insight, and just enough despair to keep things real.

In this episode, you will discover:

How bottom-up AI adoption is outpacing executive-led rollouts in finance.
The problem with inflated expectations and what’s really causing AI project failures.
Why Excel tools powered by AI are promising, but limited by context windows.
How governance and data issues are crippling enterprise AI strategies.
What OpenAI, Oracle, Nvidia, and Microsoft’s latest moves mean for the AI landscape.

AI isn’t a magic solution; it’s a powerful tool that still depends on good data, realistic goals, and a bit of patience. Paul and Glenn make it clear that while the hype is loud, real progress takes thoughtful implementation and education. The future of AI in finance looks promising, but only for teams willing to do the work.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[01:56] - AI Hype Cycle Meltdown

[04:50] - AI Tools in Excel

[07:33] - Bottom-Up vs Top-Down Adoption

[11:33] - Why AI Projects Fail

[14:38] - Change Management Gaps

[17:23] - Context Window Limitations

[20:30] - Learn the Basics of AI

[23:11] - Oracle, Nvidia & OpenAI Deals

[30:07] - Microsoft Adds Anthropic to Copilot

[34:24] - Copilot Improvement & Wrap-Up

AI ERP Innovation for Financial Executives to Disrupt Legacy Software with Franz Faerber

Wed, 24 Sep 2025 05:00:00 -0700

In this episode of Future Finance, Hosts Glenn Hopper and Paul Barnhurst sit down with Franz Faerber, Co-founder and CTO of Everest Systems, and one of the key minds behind SAP HANA. Franz shares his remarkable journey from leading SAP’s real-time database revolution to building Everest, a next-generation ERP platform designed from the ground up to embrace AI and modern business needs.

Franz Faerber is the Co-founder and CTO of Everest Systems, a next-gen AI-native ERP company. Before Everest, Franz spent over 26 years at SAP, where he served as Executive VP of Technology and was the original architect behind SAP HANA, one of the most advanced in-memory databases in the world. His work helped transform data processing and analytics for thousands of global enterprises. Now, at Everest, he is on a mission to revolutionize ERP from the ground up, embracing AI and agile development to tackle the inefficiencies of traditional systems.

In this episode, you will discover:

Why the ERP space is finally ready for disruption, and how Everest is leading that charge.
How Everest built a fully functional inventory management system in just four months without writing a single line of code.
The role of AI in accelerating ERP development, reducing costs, and enabling mass personalization.
Why Franz believes the future of ERP lies in integration, automation, and adaptability.

Franz Faerber’s insights offer a compelling vision for the future of ERP, one where AI, speed, and simplicity are no longer optional but essential. His journey from SAP HANA to Everest showcases what’s possible when innovation meets experience.

Follow Franz:

LinkedIn - https://www.linkedin.com/in/franz-faerber/

Company - https://everest-systems.com

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[02:18] - Meet Franz Faerber

[03:53] - The SAP HANA Revolution

[09:00] - Leaving SAP for Everest

[10:39] - Why Build a New ERP?

[18:36] - Dev & Release Cycles at Everest

[21:20] - What Sets Everest Apart

[25:48] - Leadership & Vision

[29:32] - Chess, Books & Strategy

[33:20] - Final Thoughts

AI Accounting for FP&A Professionals to Deliver Real-Time Finance Insights with Jeff Seibert

Wed, 17 Sep 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Jeff Seibert, CEO and founder of Digits, a cutting-edge accounting platform. Jeff shares how Digits is transforming the finance world by automating accounting workflows and providing real-time visibility into financial data. He explains how integrating modern technology into the general ledger (GL) and other accounting processes is streamlining the financial close and eliminating inefficiencies that have long been part of traditional systems.

Jeff Seibert is the founder and CEO of Digits, a groundbreaking accounting platform. Previously, he was Twitter's Head of Consumer Product and appeared in the Emmy-winning Netflix documentary The Social Dilemma. Jeff co-founded Crashlytics, acquired by Twitter in 2013 and now owned by Google. A self-taught programmer, he started coding at 13 and graduated from Stanford with a B.S. in Computer Science. Jeff is also an angel investor in over 100 startups and was named one of Insider’s Top 100 Seed VCs.

Expect to Learn:

The difference between traditional and AI-native accounting systems
How Digits uses machine learning for near-perfect transaction classification
Why legacy systems struggle with AI and how Digits solves it
How predictive models enable real-time financial insights
Jeff’s predictions on AI’s future in finance, automation, and reconciliation

Jeff Seibert provides a fascinating insight into the future of finance, showcasing how AI can transform the accounting space from a slow and manual process to one that’s fast, predictive, and automated. His journey from self-taught programmer to CEO of a company revolutionizing accounting highlights the power of innovation in today’s tech-driven world.

Follow Jeff:

LinkedIn - https://www.linkedin.com/in/jseibert/

Website - https://jeffseibert.com/

Company - https://digits.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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 to Jeff Seibert

[02:25] - What Inspired Jeff to Start Digits

[05:24] - How Did Jeff Overcome the Data Gap

[08:11] - Did You Expect the Digits Timeline

[12:38] - AI Agents in Classification

[16:50] - The Future of Real-Time Accounting

[18:43] - Wrapping Up with Jeff Seibert

Modern AI-ledgers for Accounting and Finance Teams to Replace QuickBooks and Automate the Books with Jeff Seibert

Wed, 10 Sep 2025 05:00:00 -0700

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that’s changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.

Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.

In this episode, you will discover:

How Jeff’s passion for coding started at age 13.
The story behind founding Digits and solving slow financial systems.
How Digits provides real-time financial data to businesses.
Why traditional accounting systems fail and how Digits overcomes it.
Jeff’s vision for AI and automation in the future of accounting.

Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.

Follow Jeff:

LinkedIn - https://www.linkedin.com/in/jseibert/

Website - https://jeffseibert.com/

Company - https://digits.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[02:25] - Jeff’s Background

[07:11] - Why Traditional Accounting Fails

[10:24] - Overcoming Data Challenges

[13:17] - The Long Road to Market

[17:42] - AI Agents in Real-Time Accounting

[21:55] - Overcoming AI Adoption Resistance

[23:20] - What’s Next for AI in Five Years

[25:41] - The Future of Accounting

[30:44] - Transition from Startup to Big Company

[33:56] - Personalized and Fun Questions for Jeff

Why 95 Percent of AI Projects Fail and What FP&A Teams Must Fix in their data and Workflows

Wed, 03 Sep 2025 05:00:00 -0700

In this episode, hosts Paul Barnhurst and Glenn Hopper explore the challenges and opportunities that come with incorporating AI into finance. They discuss why so many AI projects fall short of expectations, the importance of having clear processes and clean data, and how businesses can get the most out of these technologies. The conversation also covers the practical uses of tools like ChatGPT and Excel Copilot, and the need for realistic expectations when adopting new technology.

In this episode, you will discover:

Why 95% of AI projects don’t deliver the results businesses expect.
The critical role that data quality and solid workflows play in making AI work.
How businesses are using tools like ChatGPT and Excel Copilot to enhance financial operations.
How to integrate these tools effectively into existing systems.
The importance of setting realistic goals and expectations when using new technologies.

Paul and Glenn stress that while AI offers great potential, it’s important to approach it with a clear understanding of its capabilities and limitations. They discuss how businesses can align technology with existing processes, manage expectations, and avoid common pitfalls.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:41] - Welcome to the Episode

[01:07] - Funny News of This Week

[04:00] - Why AI Projects Underperform

[09:12] - AI Automation for New Hires: Realistic or Hype

[16:01] - Understanding AI Fundamentals in Finance

[17:41] - Thoughts on ChatGPT-5

[31:06] - Summary of Key Takeaways from the Episode

What the Excel workflow of the future will look like with Rosie AI CEO and Excel expert Dennis Jiang

Wed, 27 Aug 2025 05:00:00 -0700

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Dennis Jiang, co-founder and CEO of Rosie. Dennis shares how Rosie helps professionals navigate complex spreadsheets, debug formulas, and optimize financial models. The conversation explores how AI is transforming spreadsheet use, streamlining tedious tasks, and empowering users to focus on strategic insights. Dennis also explains the unique challenges of integrating AI into financial workflows and how Rosie is changing the landscape of Excel usage for power users.

Dennis Jiang is the co-founder and CEO of Rosie, an AI-powered assistant that helps professionals understand, build, and analyze spreadsheets with ease. Dennis started his career as a consultant at Bain & Company, where he became an Excel whiz, so much so that he later worked as a freelance Excel consultant for high-profile clients like Apple. Having seen firsthand how much his clients and colleagues rely on spreadsheets yet struggle with them, Dennis founded Rosie to leverage agentic AI to finally solve that problem and help professionals focus on insights rather than wrestling with formulas.

In this episode, you will discover:

How Rosie’s AI assistant redefines how professionals use Excel.
The role of AI in auditing and debugging complex financial models.
How Rosie saves time for finance teams by automating tedious tasks.
The difference between Rosie and tools like Microsoft Copilot for advanced users.
Why Dennis believes that spreadsheets will remain central to finance, even as AI technology evolves

Dennis shared his journey from consulting to founding Rosie, offering an inspiring look at how AI is transforming Excel modeling and financial workflows. His insights into automating tedious tasks, debugging complex models, and enhancing financial analysis provide invaluable guidance for professionals looking to leverage AI to improve productivity and decision-making.

Follow Dennis:

LinkedIn - https://www.linkedin.com/in/dennis-jiang-0387923/

Website - https://www.askrosie.ai/?utm_source=podcast&utm_campaign=futurefinance1

Special Offer for Our Listeners: Enjoy 1 free month of Rosie Premium (a $20 value) using the code FUTUREFINANCE at checkout.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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

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:

[03:04] - Why Rosie Was Created

[05:22] - Microsoft’s AI Integration Struggles

[06:45] - Rosie vs. Microsoft Copilot

[10:05] - Managing AI Hallucinations with Rosie

[12:55] - Rosie’s First Fan Club Website

[17:08] - The Future of Entry-Level Roles in Finance

[20:50] - Modeling with Punch Cards

[26:23] - The Future of Financial Analyst Roles

[33:05] - The Aha Moment for Rosie

[36:21] - Wrapping Up and Free Access to Rosie

AI ERP for FP&A Teams to Replace Legacy Systems and Automate 300 Workflows Fast with Nicolas Kopp

Wed, 20 Aug 2025 05:00:00 -0700

In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from data ingestion and processing to output, offering a more streamlined approach compared to traditional systems.

Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.

Expect to Learn:

The difference between AI-native ERP systems and legacy systems
How AI is transforming data ingestion and transaction processing in finance
The role of AI agents in automating finance workflows, from cash transfers to accruals
Why legacy systems struggle to integrate AI and how ReLit does it differently
The typical implementation process for AI-native ERPs and how it compares to traditional ERP rollouts

Nicolas Kopp provided an insightful look at the future of finance and the potential of AI-native ERP systems. His work with ReLit showcases how AI can transform finance operations, offering real-time visibility and automating complex workflows. From narrowing the scope of AI agents to building smarter systems, Nicolas’ insights are invaluable for finance professionals looking to leverage AI for operational success.

Follow Nicolas:

LinkedIn - https://www.linkedin.com/in/nicolas-kopp/

Website - https://www.rillet.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[01:10] - What Makes an AI-native ERP?

[03:22] - Integrating AI into Legacy Systems

[04:51] - Exploring AI Agents in Workflows

[07:24] - How Close Are We to Autonomous AI Agents?

[11:31] - The Challenge of Quick ERP Implementations

[15:45] - Celebrating Success and Sequoia Backing

AI ERP for Finance & Accounting teams to Replace NetSuite and Automate Close in 4 Weeks With Nicolas Kopp

Wed, 13 Aug 2025 05:00:00 -0700

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.

In this episode, you will discover:

How AI-native ERP systems like Rillet are revolutionizing general ledger operations.
The process of automating complex accounting workflows with AI agents.
Why finance leaders need to embrace AI and the practical steps to do so.
The challenges and benefits of shifting from legacy systems to AI-driven platforms.
How CFOs can leverage AI today, even without a dedicated tech team.

Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.

Follow Nicolas:

LinkedIn - https://www.linkedin.com/in/nicolas-kopp/

Website - https://www.rillet.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[02:57] - What is an AI Native ERP?

[06:41] - AI Agents and Workflow

[09:15] - The Future of AI Agents with Autonomy

[11:47] - The Story Behind the General Ledger

[16:15] - The ERP Implementation Process

[23:43] - CFO Hesitations in Competitive Deals

[27:34] - Preparing Finance Leaders for AI Integration

[31:43] - Zero-Day Close as a Sport

[34:26] - Wrapping Up with Nicholas Kopp

From Hype to Workflow: How AI in Excel Is Actually Helping Finance Teams Today

Wed, 06 Aug 2025 05:00:00 -0700

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the latest updates in AI and how these advancements are impacting the finance sector. They explore the practical challenges that come with integrating AI into existing finance workflows and the real-world limitations of AI tools. The conversation covers new tools like Claude for financial services and the recent developments from OpenAI, while also delving into how AI can be used in financial modeling and analysis. The hosts also share their personal experiences, frustrations, and optimism about the future of AI, offering a balanced view of the excitement and challenges that come with these technologies.

In this episode, you will discover:

How Claude for Financial Services is changing AI in finance.
Insights on OpenAI’s agent rollout and its impact on the industry.
The challenges of integrating AI into financial workflows, especially Excel.
The practical limitations of AI in real-world finance applications.
The future potential of AI tools and their role in financial decision-making.

Paul and Glenn highlighted the potential of AI tools like Claude and OpenAI’s agents in finance, stressing the importance of understanding their limitations. While these technologies offer exciting opportunities, integrating them effectively into existing workflows is key to realizing their value. The journey to fully harness AI in finance continues, and practical, cautious adoption will be crucial.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:43] - Welcome to the Episode

[01:09] - Claude for Financial Services

[04:59] - OpenAI’s $10 Million Model

[06:41] - Integrating AI into Excel Workflows

[11:56] - Maintaining Data Integrity in AI Models

[13:37] - AI Integration via Spreadsheet Sidebars

[16:10] - Testing Data Formats: CSV vs JSON for LLMs

[21:59] - SNL Skit with Debbie Downer

[24:54] - Closing Remarks

From PepsiCo to AI Expert: Lessons for FP&A Pros to Lead with Mindset over Tech with Tariq Munir

Wed, 30 Jul 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome digital transformation expert Tariq Munir to explore how AI and data are reshaping finance leadership. The conversation centers on the core message of Tariq’s upcoming book, Reimagine Finance: A Guide to Leading in the Age of Data, AI and Digital, and how finance professionals can drive transformation without needing deep technical expertise. The episode emphasizes mindset shifts, the human role in AI adoption, and the practical use of digital twins and reasoning models in finance.

Tariq Munir is a keynote speaker, writer, and digital transformation consultant with over two decades of experience working with Fortune 500 companies. Formerly with PepsiCo, Tariq recently transitioned to full-time entrepreneurship. His work focuses on empowering CFOs and finance teams to lead enterprise-wide digital transformations. He’s also the author of the forthcoming book Reimagine Finance, scheduled for global release with Wiley.

In this episode, you will discover:

Why mindset, not technical expertise, is the key to digital transformation in finance.
How AI is changing leadership expectations and essential skillsets.
What digital twins are and how they can optimize finance processes.
The challenges of applying reasoning models in financial AI use cases.
Why critical thinking and human judgment remain vital in an AI-driven world.

Tariq shared his inspiring transition from corporate executive to digital transformation leader, making this episode a compelling listen for anyone aiming for future-proof finance in the AI era. His reflections on leadership, his vision for human-centered AI adoption, and practical strategies like digital twins offer essential insights for finance professionals seeking to embrace innovation, drive change, and lead with purpose in an increasingly data-driven world.

Follow Tariq:

LinkedIn - https://www.linkedin.com/in/tariq-munir

Website - https://www.tariqmunir.me/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[02:23] - Writing "REIMAGINE FINANCE"

[03:45] - Key Takeaways For Finance Leaders

[06:02] - Career Shift And Current Update

[09:56] - AI And The New Breed Of Leaders

[14:57] - Balancing AI And Human-Centricity

[20:21] - Jobs And Technological Change

[28:42] - Challenges With AI Reasoning Models

[36:00] - Fun Questions & Episode Wrap-Up

How Runway Helps Startup Leaders Simplify Finance with Design-First FP&A Tools with Siqi Chen

Wed, 23 Jul 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Siqi Chen, founder and CEO of Runway. Siqi opens up about the challenges he faced understanding finance as a founder, and how those frustrations led him to build a more intuitive platform. The conversation explores what’s broken in traditional finance tools and how better design can make finance easier to grasp for everyone in the business, not just the experts.

Siqi is a builder and investor with a background that spans NASA, gaming, and high-growth startups. Before Runway, he led products at Zynga and Postmates, served as CEO of Sandbox VR, and invested in companies like Clubhouse and Amplitude. His journey gives him a unique perspective on how product design can solve real business pain points, especially in finance.

Expect to Learn:

Why traditional finance tools are often disliked.
The common spreadsheet struggles growing teams face.
How user-friendly design improves collaboration.
Why Runway focuses on clarity and flexibility over complexity.
What it means to build a thinking tool, not just a planning tool.

Siqi shares practical, hard-earned insights on what it takes to build a truly useful finance platform, one that prioritizes clarity, flexibility, and collaboration. If you're frustrated by rigid systems or drowning in spreadsheet chaos, this episode offers a fresh perspective on how thoughtful design and a new approach to financial modeling can help you make better, faster decisions.

Follow Siqi:

LinkedIn - https://www.linkedin.com/in/siqic/

Company - https://www.linkedin.com/company/runway/

Twitter - https://x.com/blader

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[01:05] - Origin of Runway

[03:00] - Early Challenges & First Users

[04:10] - Early Demo & Launch Delay

[05:29] - User-Friendly Design

[11:43] - Winning by Being Different

[15:53] - Powerful Tech, Simple Design

[16:33] - From Workflow to Thinking Tool

Why Siqi Chen is building an AI Thinking Platform for finance leaders at Runway

Wed, 16 Jul 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Siqi Chen, founder and CEO of Runway, a finance platform built to help operators understand their business without needing a degree in finance. The discussion explores how traditional FP&A tools fall short, and why Runway is reimagining financial modeling by combining flexibility, design, and deeper thinking.

Siqi is the founder and CEO of Runway, a modeling platform designed for operators and finance professionals who need flexible, intuitive tools to manage business complexity. He previously served as CEO of Sandbox VR, VP of Product at Postmates, and Head of Product at Zynga. Siqi has also invested in over 100 startups, including Clubhouse, Amplitude, Pipe, and Italic. Early in his career, he worked at NASA, where he was awarded a Congressional Space Act Award while still in school for his work on the Mars Exploration Rover.

In this episode, you will discover:

Why FP&A platforms often fail to replace spreadsheets for financial modeling.
How Runway is addressing the core pains of collaboration, complexity, and data integration.
Why flexibility and speed of thought matter more than workflow automation.
How Siqi thinks about AI’s role in making finance tools more usable and accessible.
A remarkable story of how a meme coin helped fund life-saving research for his daughter’s brain tumor.

Siqi shared his remarkable journey from NASA engineer and tech executive to founder of a finance platform built for modern operators. His experiences across product leadership, startup growth, and personal resilience highlight why tools like Runway are redefining how finance professionals think, plan, and collaborate. This episode is a must-listen for anyone looking to move beyond outdated systems and embrace a more flexible, human-centered approach to financial modeling and decision-making.

Follow Siqi:

LinkedIn - https://www.linkedin.com/in/siqic/

Company - https://www.linkedin.com/company/runway/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:48] - Siqi’s Background

[04:41] - Runway Journey So Far

[07:11] - Approachable Finance Tools

[14:28] - UX & What Makes Runway Unique

[20:26] - Thinking Tool Idea

[24:28] - Excel Flexibility Trade-Offs

[33:46] - AI as a Financial Exoskeleton

[40:21] - The Meme Coin Surprise

[44:40] - Wrap-Up

AI Solution for CFOs to Replace Outdated ERP and Accelerate Financial Operations with John Glasgow

Wed, 09 Jul 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experience with traditional finance systems, and how Campfire is bringing AI to the forefront of finance transformation.

John is the founder and CEO of Campfire, a cutting-edge AI-powered ERP platform that redefines how finance teams manage the general ledger. With a career that spans strategic roles in companies like Adobe, Magento Commerce, and Buildcon, John’s expertise in finance and corporate development has helped shape his vision for the future of financial reporting. He shares insights on how his career led him to solve the pain points in the finance sector, particularly around outdated software and complex financial processes.

Expect to Learn:

How AI is transforming finance systems, especially in accounting and financial reporting.
The challenges of ERP implementation and how Campfire is tackling them with AI-powered solutions.
Insights on getting closer to a “day zero” close and speeding up financial closing cycles.
The evolution of the general ledger and how modern ERPs are rethinking traditional finance tools.

John offers practical insights and forward-thinking strategies for embracing AI in finance. If outdated systems and slow processes have been holding you back, this episode provides a refreshing look at how AI can drive efficiency and smarter decision-making in finance.

Follow John:

LinkedIn - https://www.linkedin.com/in/johnglasgow/

Website - https://campfire.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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] - John’s Background

[01:34] - $35M Series A Announcement

[02:46] - Career Background & Campfire

[04:45] - Long-Term Vision & Career Decisions

[07:22] - Accelerating Financial Close

[12:05] - Modern Ledger vs. Legacy

How Finance Leaders Use AI to Kill Legacy ERP and Achieve Day Zero Close with John Glasgow

Wed, 02 Jul 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, founder and CEO of Campfire, a modern AI-native ERP system designed for finance teams. The discussion centers on why traditional ERPs are no longer meeting the needs of growing businesses and how Campfire is offering a new solution built with automation and finance-first design. John shares insights from his career in finance and explains how his own challenges inspired the creation of Campfire.

John is the founder and CEO of Campfire, an ERP platform developed for mid-sized and enterprise finance teams. With prior roles at Adobe and Invoice2Go, where he led strategic finance and corporate development, John has experienced firsthand the limitations of legacy ERP systems. Campfire, backed by Y Combinator and Foundation Capital, is rethinking the general ledger using AI to accelerate financial reporting, reduce manual work, and help finance professionals focus on strategic insights.

In this episode, you will discover:

Why companies are replacing legacy ERPs like NetSuite and what they look for in a modern solution.
What a modern general ledger looks like, and how AI can support, not replace finance teams.
Why finance leaders need systems that enable real-time visibility and decision-making.
How strategic accounting is becoming a core part of modern finance.

John shared his insightful journey from finance leader to founder, making this episode a must-listen for anyone interested in modernizing finance through technology. His experiences in building an AI-native ERP, tackling the challenges of traditional systems, and redefining the role of finance offer valuable lessons for professionals seeking to drive efficiency, accuracy, and strategic value in their organizations.

Follow John:

LinkedIn - https://www.linkedin.com/in/johnglasgow/

Website - https://campfire.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[04:36] - Career Journey & Inspiration

[06:35] - From Finance to Founder

[10:12] - Day-Zero Close & Real-Time Finance

[14:58] - Modern vs. Legacy Ledgers

[19:48] - The Case for a New ERP Tool

[23:14] - Campfire’s AI in Action

[28:20] - Key Differences: FP&A vs. Accounting

[31:17] - How to Humanize Finance

[35:08] - Wrap-Up & Takeaways

How Generative AI Helps FP&A Pros Replace Legacy Systems and Boost Accuracy with Natalia Toronyi

Wed, 25 Jun 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia’s impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.

Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.

Expect to Learn:

How AI is reshaping traditional finance roles, especially in audits and treasury.
Why standardized operating procedures (SOPs) are crucial for successful AI implementation.
How to evaluate AI tools effectively, focusing on scalability, ROI, and integration with existing systems.
The evolving skillsets finance leaders should prioritize in the era of AI.

Natalia brings clarity, depth, and a grounded perspective to the conversation around AI in finance. If you’ve ever felt overwhelmed by the speed of technological change or unsure where to begin with AI integration, this episode offers a refreshing take. Her insights are both practical and empowering, showing that transformation starts with well-defined processes and a people-first mindset.

Follow Natalia:

LinkedIn - https://www.linkedin.com/in/nataliatoronyi/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:59] - Natalia’s Journey

[05:41] - Generative AI Shift

[07:08] - Treasury Insights

[09:57] - Audits with AI

[12:39] - Documenting SOPs

[14:15] - Evaluating Tech

AI Strategies for Finance Leaders to Streamline Audits and SOPs Using GenAI with Natalia Toronyi

Wed, 18 Jun 2025 05:00:00 -0700

In this episode, you will discover:

How AI is transforming the finance function, from internal audits to treasury management.
The importance of creating well-defined processes and SOPs as AI continues to integrate into business functions.
How automation and AI tools can optimize working capital, cash flow forecasting, and financial risk management.
The evolving role of talent in the finance industry and how leaders should focus on developing strategic and critical thinking skills.
Key considerations when evaluating AI tools for finance teams, including scalability, security, and ROI.

Natalia’s expertise makes this episode a must-listen for anyone interested in AI and finance. Her insights on AI in audits, treasury, and talent management offer valuable takeaways for both finance professionals and tech enthusiasts, inspiring new ways to approach decision-making and business processes.

Follow Natalia:

LinkedIn - https://www.linkedin.com/in/nataliatoronyi/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[03:27] - Natalia’s Background

[10:09] - Treasury & AI

[13:08] - AI in Audits

[17:07] - Evaluating AI Tools

[24:39] - Talent Development & AI

[28:10] - Future of Finance

[32:41] - Advice to Younger Self

[33:23] - Leadership Across Cultures

[35:02] - Episode Wrap-Up

How Digital Avatars and GenAI Tools Help Strategic Operators Save Time without Losing Trust

Wed, 11 Jun 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a deep dive into the latest developments in AI, especially how the technology is transforming the business world, from tools that help with forecasting to the ongoing evolution of AI avatars and agents. They also explore the impact of multimodal models, like OpenAI’s multimodal capabilities and Google's recent advancements. From AI-generated images to automated agents, the discussion reveals how AI is quickly becoming a game-changer across industries, including finance, content creation, and customer service.

In this episode, you will discover:

How multimodal AI models are changing content creation and business operations
The role of AI-generated avatars in training, presentations, and content production
The current limitations of AI agents and how businesses are adopting them
Google’s new video AI tools and their impact on content creation
How AI memory is enhancing personalized digital assistants and business processes

In this episode, Paul and Glenn explored how AI is transforming content creation, business operations, and personal assistance. While AI advancements are exciting, they also highlight the current limitations of AI agents. Stay tuned for more as they continue to dive into AI’s evolving role in finance and beyond..

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[00:41] - Welcome to The Episode

[05:28] - AI-generated images

[08:33] - Google’s video AI

[13:28] - Multi-step vs. Workflow Agents

[17:53] - Persuasion Through Visuals & AI

[20:32] - AI: Progress or Rebranding

[26:40] - Moore’s Law on Steroids

[29:55] - AI Models for Clients

[39:32] - Closing Thought

The AI Decision Models for PE-Backed Tech CEOs to Predict Strategic Growth with Kam Star

Wed, 04 Jun 2025 05:00:00 -0700

In this episode of Future Finance, host Paul Barnhurst chats with Kam Star, a strategic product and technology leader with over 25 years of experience in AI, finance, and digital innovation. Kam shares his unique perspective on the evolution of artificial intelligence from early expert systems to today's powerful neural networks and how AI is shaping decision-making in finance and private equity. The discussion discusses the prediction, gamification, motivation, and the future of AI-assisted strategic decisions in business.

Kam Star is a visionary in AI and technology, with a rich background blending computer science, psychology, and architecture. He has led significant business growth initiatives, including scaling Blue Prism’s product portfolio and founding ventures with revenues exceeding £100 million. Kam holds a PhD in Computer Science and Psychology, alongside advanced studies in AI from MIT, Sloan, and LSE. Passionate about emerging tech, Kam currently focuses on predictive analytics to support better decision-making in private equity-backed companies.

In this episode, you will discover:

The history and evolution of AI from rule-based expert systems to modern neural networks.
How gamification and motivation impact team performance and customer engagement.
The role of predictive analytics in supporting strategic business decisions.
Challenges and opportunities in democratizing advanced AI tools for mid-market companies.
Kam’s vision of AI’s future impact on decision-making, creativity, and personalization.

Kam’s expertise and thoughtful insights make this episode a must-listen for anyone interested in the intersection of AI and finance. His stories about the evolution of technology, combined with practical advice on predictive analytics and gamification, offer valuable takeaways. Whether you’re a finance professional or a tech enthusiast, Kam’s vision will inspire you to think differently about how AI can transform decision-making.

Follow Kam:

LinkedIn - https://www.linkedin.com/in/kamstar/?originalSubdomain=uk

Website - kamstar.net

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

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:

[05:48] - Childhood programming story

[10:16] - Evolution of AI and expert systems

[13:26] - Gamification’s role in engagement

[19:07] - Predictive analytics focus

[22:25] - Cause and effect in decision making

[30:46] - Generative AI and creativity

[38:22] - Fun rapid-fire: Secret room

[42:48] - Ambitious bucket list goal

[43:32] - Closing thoughts and thanks

The Excel Copilot Features Finance Pros Need To Boost Productivity using AI with David Fortin

Wed, 28 May 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it’s still rough around the edges, and how it’s starting to make a difference for people working in Excel every day. David shares how he got recognized by Microsoft, what it’s been like behind the scenes, and why he’s focused on teaching finance pros to use these tools without losing sight of the basics.

David Fortin brings a mix of startup experience, accounting know-how, and a ton of enthusiasm to the conversation. After helping raise $30 million and navigating a successful exit at a SaaS company, he turned his attention to content creation-making Excel and Copilot more approachable through online courses and quick-hit tutorials. He’s passionate about helping people understand tools that can save time and make their jobs a little easier, especially in finance.

Expect to Learn:

What it’s like becoming a Microsoft MVP and how David ended up on their radar.
The strengths and limits of Copilot in Excel today especially for those new to the tool.
Why features like “clean data” and basic Python functionality can be surprisingly useful.
How to avoid being overwhelmed by buzzwords and just focus on what works.
The value of starting small, staying curious, and being honest about what tech can (and can’t) do.

David brings clarity, honesty, and a little humor to the conversation around Excel, Copilot, and where these tools are headed. If you’ve ever felt overwhelmed trying to keep up with the latest features, this episode will help you see how to use what’s already available without needing to be an expert. It’s a conversation that feels more like advice from a savvy colleague than a tech demo.

Follow David:

LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/

Website - https://courses.davidpba.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:11] - Introduction of guest

[03:05] - How He Became a Microsoft MVP

[06:00] - What Copilot Does Well Right Now

[09:46] - “Clean Data” and Smarter Tools in Excel

[10:44] - Using Python Without Being a Coder

[13:03] - What the Future Could Look Like

[14:11] - Cutting Through the AI Hype

[17:21] - Final Thoughts & Wrap-Up

Excel Automations to Save Hours with Microsoft Copilot & Python the easy way with David Fortin

Wed, 21 May 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS finance to teaching Excel online, and why he believes learning should be both practical and fun.

David is the creator behind Piggybank Accountant, a fast-growing YouTube channel that teaches Excel and Copilot to accountants and finance professionals. Before diving into content creation full-time, David helped raise $30 million for a SaaS startup and supported its successful exit. Today, he’s known for making even the most technical topics feel approachable. Whether he’s talking about conditional formatting or Python in Excel, David’s mission is simple: help people learn skills that matter in the most engaging way possible.

In this episode, you will discover:

What it means to be a Microsoft MVP and how it’s opened doors in David’s career.
Why Copilot is ideal for Excel beginners and how it’s starting to serve power users too.
How finance professionals can actually use Copilot today to save time and improve workflows.
Where Copilot shines, where it falls short, and what to expect next.
Why David walked away from a corporate role to pursue content full time.

David brings fresh energy to conversations around Excel, Copilot, and how technology is changing the way finance professionals work. This episode is perfect for anyone curious about Copilot, looking to up their Excel game, or wondering how to bring creativity into finance. David proves that learning can be entertaining, and still incredibly useful.

Follow David:

LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/

Website - https://courses.davidpba.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:07] - Welcome & Introduction

[02:04] - Meet David: From CPA to Microsoft MVP

[05:00] - What the MVP Journey Has Been Like

[08:08] - Copilot in Excel: Where It Is Now

[12:33] - New Features and Real Use Cases

[17:33] - Sorting Through the AI Hype

[21:03] - Using Copilot as a Finance Pro

[25:40] - Time-Saving Examples from the Field

[29:06] - Thoughts on Prompting and Productivity

[36:06] - Excel Meets World of Warcraft

[43:12] - Leaving the 9-5 for YouTube

[49:00] - Wrap-Up & Final Thoughts

How Finance Teams Can Automate Internal Controls and Stop Data Errors with AI – Ahikam Kaufman

Wed, 14 May 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world’s first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.

Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he’s seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam’s career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.

In this episode, you will discover:

What inspired Ahikam to move from finance leadership into founding Safe AI
Why traditional finance teams struggle to govern their own data across systems
How Safe AI helps companies spot errors, detect fraud, and stay ahead of compliance
The real-world challenges of financial close and how to fix them before they snowball
How finance teams can embrace innovation without giving up control

Ahikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn’t just about tracking numbers-it’s about building systems that support accuracy, trust, and long-term growth.

Follow Ahikam :

LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/

Website - https://safebooks.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:00] - Welcome to the Episode

[00:24] - SXSW and Startup Energy

[01:00] - Transitioning from Corporate to Startup

[03:25] - Replacing Manual Financial Controls

[05:09] - AI-Powered Financial Graphs at SafeBooks

[08:33] - Ensuring Compliance with SafeBooks

[14:14] - AI’s Impact on CFOs

[16:51] - AI-Powered Priority Alerting

How AI Could Have Saved Macy's $150M and Prevented Financial Disasters – Ahikam Kaufman

Wed, 07 May 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulations, Ahikam shares a behind-the-scenes look at how finance can be a key driver of growth, not just a support function.

Ahikam Kaufman is the Co-Founder and CEO of Safebooks AI, a platform focused on ensuring the integrity and accuracy of financial data for organizations. With a strong track record in leadership roles across finance and technology, Ahikam brings deep insight into the challenges companies face in managing financial data at scale. Prior to Safebooks AI, he held key positions in companies like Buildup and ScanModul, giving him a well-rounded view of both startup growth and enterprise needs.

In this episode, you will discover:

Why paying people in different countries is way more complicated than it sounds
How finance teams can shape a company’s strategy-not just track expenses
What makes Papaya Global stand out in the crowded HR and payroll space
How to deal with the endless maze of international tax and labor laws
Advice for finance pros who want to grow their careers in a changing world

Ahikam Kaufman shared practical insights on how messy and unreliable financial data can hinder companies and what it really takes to fix that. Drawing from his experience as Co-Founder and CEO of Safebooks AI, he offered a grounded view on why visibility, structure, and accountability in financial operations are crucial for any organization. He emphasized that success starts with clean data and clear systems, not just better dashboards. At the heart of it all: discipline, attention to detail, and building tools that make finance teams stronger.

Follow Ahikam:

LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/

Website - https://safebooks.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:53] - Welcome to the episode

[02:19] - SXSW and Startup Energy

[02:53] - Transitioning from Corporate to Startup

[03:46] - The Importance of a Strong Foundation

[05:40] - Replacing Manual Financial Controls

[08:03] - AI-Powered Financial Graphs at SafeBooks

[17:10] - Ensuring Compliance with SafeBooks

[22:49] - AI’s Impact on CFOs

[26:57] - AI-Powered Priority Alerting

[32:26] - Fintech’s Biggest Problem

How Cash Flow Data Helps CFOs Fix Forecasting Using AI-Powered Order to Cash Tools with Carlos Vega

Wed, 30 Apr 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.

Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.

In this episode, you will discover:

Why Carlos created his own MBA path at Wharton focused on analytics
Why cash flow forecasting isn’t just a finance problem - it’s a data problem
The hidden reasons businesses turn to factoring (and why that’s risky)
How Tesorio uses AI to clean up messy financial data
Why actionable insights are way more valuable than fancy reports

Carlos Vega gave us a fresh look at why cash flow is so critical and how using AI to clean, structure, and act on financial data can change the way businesses operate. From building smarter forecasts to creating better cash management habits, Carlos showed that real success isn’t just about growing fast, it’s about being predictable and staying in control.

Follow Carlos:

LinkedIn - https://www.linkedin.com/in/carlos-r-vega/

Website - https://www.tesorio.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:15] - Guest Intro

[01:58] - Innovation and AI MBA

[05:51] - Telecom Data Insights

[06:41] - MBA as a Career Catalyst

[07:19] - From Factoring to Forecasting

[09:26] - Cash Flow vs Budgeting Focus

[13:48] - Unlocking Cash Flow Insights

[15:28] - Three Pillars of Data

[17:57] - Final Takeaway

How AI Cash Flow Automation Helps CFOs Reduce Late Payments and Improve Working Capital - Carlos Vega

Wed, 23 Apr 2025 05:00:00 -0700

In this episode, you will discover:

How Carlos designed a custom MBA in “Innovation Through Analytics”
Why cash flow forecasting is more of a data problem than a finance one
The real reason so many businesses rely on factoring (and what it reveals)
How Tesorio uses AI and ML to clean and structure financial data
Why actionable insights matter more than predictive reports

Carlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details.

Follow Carlos:

LinkedIn - https://www.linkedin.com/in/carlos-r-vega/

Website - https://www.tesorio.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:28] - Welcome to the Episode

[02:54] - Creating a Custom MBA

[09:46] - Lessons from a Factoring Business

[10:50] - Why People Ignore Cash Flow

[12:27] - Building in Panama vs. the U.S.

[14:12] - Cash Flow Is a Data Problem

[19:21] - Is Cash Flow Forecasting Overlooked?

[21:01] - Building Accurate Collection Models

[23:53] - Real AI Use Cases in Finance

[32:05] - Carlos’s Grounding Habits

[36:53] - Final Thoughts & Key Quote

The Financial Fallout of Trump’s Tariffs for Pricing Teams with Karan Sood

Wed, 16 Apr 2025 05:00:00 -0700

In this episode of Future Finance, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.

Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.

Expect to Learn:

How tariffs impact different industries and pricing strategies.
Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.
The role of cross-functional collaboration in managing tariff impacts.
How to create flexible pricing models that can quickly adjust to shifting market conditions.
The importance of transparency with customers when adjusting prices due to tariffs.

Karan Sood shared meaningful strategies for managing the complexities of tariffs in today’s global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.

Follow Karan:

LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=ca

Website - https://substack.com/@karansood

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:08] - Introduction of Episode

[03:05] - Karan’s Journey into Pricing

[06:45] - The Global Impact of Tariffs

[12:05] - Why One-Size-Fits-All Doesn’t Work

[16:00] - Managing the Impact of Tariffs

[20:04] - Building Flexible Pricing Models

[23:09] - Transparency with Consumers

[28:46] - Short-Term vs. Long-Term Strategy

[34:34] - Cross-Department Collaboration

[39:06] - Book recommended by Karan

ChatGPT Strategy for CFOs to Build Trust in AI Tools and Win Faster ROI in 2025 with Joyce Li

Wed, 09 Apr 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Joyce Li, a CFA, AI strategist, and former investor. Joyce shares her journey from managing multi-billion dollar portfolios to advising businesses on AI strategy and governance. She offers a thoughtful take on how AI is transforming decision-making, the importance of trust in technology, and why being human in a tech-driven world still matters more than ever.

Joyce Li is a CFA, board director, AI strategist, and entrepreneur with a background in managing multi-billion dollar investments and advising corporate leaders. With an MBA from Wharton and a master's in computer science, she bridges the worlds of finance and technology. Joyce is a recognized voice in AI and advises companies on how to develop practical, trusted AI strategies for long-term value.

Expect to Learn:

How Joyce transitioned from finance and investing into AI strategy
Why trust and governance are essential for AI adoption
How SMBs and large companies can adopt AI more effectively
Tips for building AI readiness in your company
Why generative AI adoption is moving faster than past tech waves
Why “human in the loop” matters now more than ever

Joyce Li brought clarity, experience, and a grounded view on what it really takes to adopt AI in a meaningful way. From building trust and transparency to thinking critically about end goals, her perspective helps bridge the gap between tech hype and business value. Whether you're leading a large company or a growing startup, Joyce’s insights make it clear: real AI success starts with the right questions and ends with thoughtful execution.

Follow Joyce:

LinkedIn - https://www.linkedin.com/in/sjoyceli/

Website - https://averanda-ai.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:00] - Intro and Guest Welcome

[01:04] - Joyce’s Shift Into AI

[03:46] - Guiding Leaders on AI Strategy

[06:42] - Lessons from an AI Startup

[09:24] - Trust and AI in Finance

[11:07] - Why Governance Matters in AI

[12:57] - Replacing Legacy Tech

[15:00] - AI Myths in Small Business

[16:32] - Enterprise Hesitation with AI

[17:58] - Speed of Generative AI Adoption

[19:53] - Final Thoughts and Takeaways

AI (Like ChatGPT) Is Disrupting Finance and Reshaping Investment Decisions with Joyce Li

Wed, 02 Apr 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks.

Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master’s in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.

In this episode, you will discover:

How Joyce’s background in finance led her to focus on AI
The real challenges businesses face when adopting AI
Why trust is crucial when introducing AI into decision-making
The speed at which AI is changing business models
How to build a successful AI strategy without getting lost in the tech
Why businesses need to focus on their goals before diving into AI tools

Joyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making.

Follow Joyce:

LinkedIn - https://www.linkedin.com/in/sjoyceli/

Website - https://averanda-ai.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:46] - Welcome to the Episode

[04:02] - Shifting Focus to AI Strategy

[10:52] - Lessons from Co-Founding an AI Platform

[12:42] - Building AI with Limited Resources

[16:12] - Generative AI and the Future of Robo-Advisors

[20:44] - AI’s Role in Startup Growth

[23:23] - Why Startups Are Winning Big Clients

[25:03] - Redesigning Workflows for the Future

[32:26] - Why Big Companies Hesitate

[38:24] - Describe AI’s Personality

[42:58] - Wrapping Up the Conversation

How AI Digital Avatars in Banking Will Revolutionize Financial Advisory with Geoff Robinson

Thu, 27 Mar 2025 02:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.

Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.

Expect to Learn:

How digital avatars are revolutionizing financial education
Why traditional institutions struggle with tech adoption
The power of combining AI agents and personalized content
How Geoff is building a fully AI-generated financial podcast
What the future holds for AI in finance, training, and recommendations

In this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.

Follow Geoff:

LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst

Website - https://theinvestmentanalyst.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:12] - Starting the Platform

[03:30] - Digital Avatars and AI

[05:25] - AI Agents in Action

[07:12] - Personalized AI Experiences

[08:45] - AI-Generated Podcast

[10:53] - Managing AI Risks

[11:38] - Favorite Tech Tools

[13:18] - AI Recommendations

[14:10] - Final Thoughts

How AI, Avatars and Voice Cloning Can Be Used to Improve Finance Education and Content with Geoff Robinson

Wed, 19 Mar 2025 05:00:00 -0700

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies.

In this episode, you will discover:

How AI powered digital avatars are transforming financial education
Why traditional financial institutions struggle to keep up with tech innovation
The role of AI agents in real time investment advice and analysis
How banks like JP Morgan are integrating AI into their operations
The ethical and reputational risks of AI generated financial content

In this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry.

Follow Geoff Robinson:

LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst

Website - https://theinvestmentanalyst.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:55] - Introduction to the Episode

[06:39] - Innovation Challenges in Finance

[10:49] - AI in Financial Training

[15:16] - AI Avatars in Advisory Services

[19:36] - AI in Investment and Risk

[22:19] - AI-Generated Podcasts

[26:50] - Managing AI Risks and Reputation

[37:08] - Lessons Learned and Final Thoughts

[48:55] - Main Takeaway

How AI Search Wars Are Changing Business for Professionals to Master Perplexity and ChatGPT 4.5

Wed, 12 Mar 2025 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI’s rise, OpenAI’s new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals.

In this episode, you will discover:

How Perplexity AI is competing with ChatGPT and Gemini in AI-powered search
The impact of AI-driven networking tools like Boardy on business connections
OpenAI’s AI agent pricing and why some models cost up to $20,000 per month
The AI browser wars and Perplexity’s challenge to Google and Microsoft
How finance professionals can use AI to enhance efficiency and decision-making

AI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it’s leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:32] - Perplexity AI’s rise and its impact on AI-powered search

[04:19] - Boardy’s AI networking tool and its implications for professionals

[05:51] - The risks of AI-generated content and best practices for using AI

[16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting

[18:53] - Deep Research AI and how finance professionals can use it

[28:52] - Final thoughts on AI adoption in finance

AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle

Wed, 05 Mar 2025 04:00:00 -0700

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.

Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.

In this episode, you will discover:

How AI is revolutionizing Excel and what that means for finance professionals.
The role of AI in data cleansing and automation, making finance and analytics work more efficient.
Why the best coders may not be the most valuable team members in the future of finance.
Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.
The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI.

As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.

Follow Tom:

LinkedIn - https://www.linkedin.com/in/tomhinkleclt/

Website - https://excel-cafe.teachable.com/

Minesweeper Game - https://www.thefpandaguy.com/new-page-3

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:46] - Introduction to the Episode

[03:36] - Meet Tom Hinkle

[06:07] - The Future of AI in Finance

[11:53] - AI’s Impact on Excel and Financial Modeling

[15:31] - The Skills Professionals Need in an AI-Driven World

[24:02] - Building Minesweeper in Excel with AI

[29:51] - Exploring Microsoft Copilot & AI Coding Assistants

[33:07] - The Importance of Storytelling in Data Analytics

[36:54] - Fun Segment & Tom’s Personal Quirk

[40:53] - Closing Thoughts

How AI Training on Fake Data is Creating Automation Failures for Tech Leaders with Adam Shilton

Wed, 26 Feb 2025 04:00:00 -0700

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.

Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of Shilton Digital and a sought-after speaker, Adam brings interesting knowledge about the importance and role of AI in modern workplaces.

Expect to Learn

The potential and limitations of AI-generated content in podcasts and media
How AI tools like Notebook LM can assist in decision-making and business analysis
The risks of AI models training on synthetic data and the potential for misinformation
How businesses can effectively integrate AI without fully outsourcing decision-making
The future of AI-driven automation, including domain-specific AI agents

The real value of AI lies not in outsourcing thinking, but in amplifying our ability to innovate, streamline, and create. As businesses navigate the digital transformation, the key isn’t just to adopt AI blindly, but to use it as a strategic partner.

Follow Adam:

LinkedIn - https://www.linkedin.com/in/adamshiltontech/

Website - https://www.adamshilton.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:29] - Adam’s experiment with AI in comparing ERP systems.

[02:29] - The Risks of AI-Generated Content

[03:33] - AI Training on Synthetic Data

[05:24] - Digital Data vs. Human Knowledge

[07:23] - The Importance of Keeping AI Creative

[08:36] - AI as a Support Tool, Not a Replacement

[09:59] - The Future of AI Agents and Domain-Specific Models

DeepSeek AI Shakes Finance as China Challenges OpenAI and Nvidia’s Market Lead

Wed, 12 Feb 2025 04:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI advancements shaking up the finance and tech industries. They discuss China’s new AI model DeepSeek and the evolving landscape of AI-powered finance tools. The discussion breaks down what’s happening, what it means for businesses, and how finance leaders should navigate the AI revolution.

In this episode, you will discover:

The impact of DeepSeek, China's new AI model, on the global market and major tech stocks.
The data security concerns surrounding AI tools, including the latest ChatGPT data breach.
A discussion on Gemini 2, Google's AI model, and how it stacks up against competitors.
The rise of AI productivity tools like Operator, Deep Research, and AI-powered finance assistants.
Why CFOs and finance professionals must embrace AI now and how to integrate it effectively.

AI is moving at an unprecedented speed, reshaping industries, markets, and the way we work. For finance professionals, the challenge is no longer if AI will play a role, but how to use it effectively. Whether it’s choosing the right tools, navigating security concerns, or leveraging automation, those who adapt will gain a competitive edge.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:27] - DeepSeek’s sudden market entry and its impact

[03:44] - Data Security Concerns with AI

[08:24] - Gemini 2 & AI Benchmarks

[09:25] - Exploring New AI Productivity Tools

[14:15] - Practical Advice for CFOs on adopting AI

[16:14] - The Future of AI Automation & RPA for Everyone

[17:26] - Wrapping Up & Looking Ahead

How CFOs Can Slash IT Waste and Maximize ROI with an Efficiency Mindset with Ben DeBow

Wed, 05 Feb 2025 04:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ben DeBow who is a trailblazer in technology efficiency and sustainability. Ben is at the forefront of helping businesses optimize their tech investments while balancing environmental impacts. His book, End of Abundance in Tech (Forbes Books, 2023), challenges conventional IT practices and advocates for a more sustainable, efficient approach to technology.

Ben is a serial entrepreneur, author, and advocate for leveraging technology efficiently and sustainably. Through his companies, Fortified Data and Fortified, he helps organizations streamline data management and tech investments. Ben also hosts the Tech Evaluation podcast, where he discusses pressing tech challenges with industry leaders. With dual degrees in Information Systems and Accounting from the University of Cincinnati, Ben bridges the gap between finance and technology, offering unique insights into how organizations can thrive in the digital age.

In this episode, you will discover:

How technology spending has shifted from 2-3% of revenue to a major line item in company budgets.
The concept of “tech debt” and how it silently eats into company resources.
Why understanding the true cost of digital services is critical for CFOs.
The environmental impact of AI and cloud computing, and how efficiency can mitigate it.
Practical strategies for aligning IT and finance teams for better ROI on tech investments.

Ben’s knowledge highlights the importance of adopting an efficiency mindset, not just to control budgets, but to create sustainable, long-term value. By aligning IT strategies with business goals and fostering better communication between finance and tech teams, organizations can optimize their technology investments without compromising growth or sustainability.

Follow Ben:

LinkedIn - https://www.linkedin.com/in/bendebow/

Website - https://bendebow.com/

Company - https://fortified.com/

End of Abundance in Tech - https://a.co/d/iu0FqG0

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:53] Ben DeBow’s background

[04:44] The Rising Cost of Technology

[07:12] Inefficiencies in IT Systems

[11:43] Subscription Creep & SaaS Spending

[14:12] Aligning Tech with Business Value

[19:11] Environmental Impact of Technology

[28:08] Fortified Data & SaaS Solutions

[30:07] Future Trends in Tech Efficiency

[34:51] Fun Questions for Ben

[39:30] Conclusion and Final thoughts

Why Auditors Struggle to Adopt Generative AI and How to Fix It with Jason Pikoos

Wed, 29 Jan 2025 04:00:00 -0700

In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.

This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.

Expect to Learn

Why generative AI presents unique challenges for audit and compliance.
How companies can implement AI while staying audit-ready and minimizing risk.
The importance of “reperformance” and ongoing validation for AI systems.
Real-world examples of companies navigating AI implementation in finance.
Predictions for the future of audits, including real-time monitoring powered by AI.

Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.

Follow Jason:

LinkedIn - https://www.linkedin.com/in/jason-pikoos/

Connor Groups - https://p.connorgp.com/l/

Governance Framework - https://uploads-ssl.webflow.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:09] – Challenges of Using AI in Auditing

[01:11] – Current Gaps in Audit Guidance for AI

[02:13] – The Role of Reperformance in AI Validation

[03:28] – Balancing AI Adoption with Audit Risks

[04:20] – Lessons from Real-World AI Implementation

[06:15] – The Future of Finance and AI

[06:32] – Final Thoughts and Key Takeaways

Generative AI in Auditing for Accountants to Master Compliance and Efficiency with Jason Pikoos

Wed, 22 Jan 2025 04:00:00 -0700

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper check out the transformative potential of AI and its implications for businesses, especially in finance and compliance. With guest Jason Pikoos, the discussion unpacks the opportunities and risks associated with adopting generative AI. Jason shares his experience developing frameworks that guide companies in responsibly leveraging AI while maintaining agility and compliance.

Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason’s extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.

In this episode, you will discover:

Why AI governance can accelerate adoption instead of slowing it down.
The risks and opportunities in using generative AI for finance and accounting.
How companies can prepare for audits and compliance in the AI era.
The role of AI in revolutionizing business processes through advanced automation.
Practical advice for businesses to integrate AI thoughtfully without jeopardizing compliance.

The intersection of AI, governance, and business transformation is both exciting and complex. By embracing thoughtful governance, companies can not only mitigate risks but also unlock AI’s full potential to transform finance and operations. The key lies in understanding the balance between control and innovation, ensuring AI adds measurable value to your organization.

Follow Jason:

LinkedIn - https://www.linkedin.com/in/jason-pikoos/

Connor Groups - https://p.connorgp.com/l/

Governance Framework - https://uploads-ssl.webflow.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:31] Introduction and Opening Thoughts

[02:37] Meet Jason Pikoos

[04:09] Why AI Governance Matters

[06:10] Driving Innovation with Governance

[09:30] Challenges of Generative AI in Public Companies

[14:19] Reperformance and Ongoing Validation

[17:59] AI Adoption in Finance

[25:02] The Future of Auditing with AI

[32:17] What’s Next in Advanced Automation

[41:46] Fun Insights and Closing Thoughts

Future of AI and Quantum Computing for Finance Leaders to Scale Fast in 2025 with Glenn Hopper and Paul Barnhurst

Wed, 08 Jan 2025 04:00:00 -0700

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025. The conversation is an engaging mix of professional insights, personal anecdotes, and a bit of humor to ring in the new year.

Paul Barnhurst known as "The FP&A Guy," is a finance thought leader who bridges the gap between finance, technology, and strategy. Glenn Hopper: A finance professional and author focused on leveraging AI and technology in finance to drive innovation. Glenn brings expertise from a practitioner’s perspective and insights into the evolving role of technology in business.

In this episode, you will discover:

Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.
The challenges and opportunities in integrating generative AI into financial workflows.
Reflections on the professional and personal growth journeys of the hosts over the past year.
Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.
The evolution of tools for fractional CFOs and the future of scalable financial solutions.

Paul and Glenn explored the dynamic intersection of finance, technology, and innovation. 2025 holds the promise of even greater strides in AI, quantum computing, and tools that redefine how finance professionals work and collaborate. This episode has been a blend of reflection, insight, and a bit of fun to welcome the new year.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:44] Introduction to the Episode

[02:44] Looking Back at 2024

[12:45] Biggest Tech Trends of 2024

[19:49] Emerging Financial Technologies

[23:06] Fractional CFO Tools

[27:21] Innovative Planning Tools.

[30:57] Predictions for 2025

[37:08] Fun with AI-Generated Songs

[44:26] Closing Remarks

Understanding AI Challenges and Opportunities in Financial Decision-Making with Jon Brewton

Wed, 01 Jan 2025 04:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the role of artificial intelligence and high-stakes industries, including finance, energy, and defense. Guest Jon Brewton shares how his company is leading the charge in explainable and traceable AI solutions.

Jon Brewton is the founder and CEO of Data Squared, a service-disabled veteran owned business at the forefront of generative AI solutions. With a history of impactful roles at BP and Chevron, Jon’s expertise combines technology innovation and operational efficiency. His work emphasizes AI solutions that prioritize traceability, explainability, and reliability.

In this episode, you will learn:

How AI traceability and explainability are transforming finance and other industries.
The significance of knowledge graphs and Graph Rag techniques in financial data.
The challenges of AI hallucinations and how to mitigate them in critical applications.
Practical strategies for integrating AI and advanced analytics into financial workflows.
Jon’s personal journey from the military to pioneering cutting-edge AI solutions.

Jon Brewton explains the importance of traceability and explainability and the transformative potential of knowledge graphs and advanced analytics. He shares practical tips and approaches that financial professionals can adopt today.

Follow Jon:

LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/

Website: https://www.data2.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:05] - Introduction to Jon Brewton

[01:41] - Founding Data Squared

[04:58] - Why Traceability Matters in AI

[10:07] - Generative AI in High-Stakes Industries

[12:10] - Role of Knowledge Graphs

[18:11] - Linking Financial Data

[20:38] - Addressing AI Hallucinations

[27:36] - Starting with AI in Finance

[32:00] - Personal Reflections

[35:05] - Closing Thoughts

The Impact of AI on Finance and Business Decision Making with Jon Brewton

Wed, 25 Dec 2024 04:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.

Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.

In this episode, you will learn:

Microsoft’s advancements in LLMs for better integration with structured data.
The five levels of AI capabilities outlined by OpenAI and what they mean.
Why traceability and explainability are essential for deploying AI in finance.
Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology
Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.

In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment.

Follow Jon:

LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/

Website: https://www.data2.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:50] - Advancements in Spreadsheet LLMs

[04:54] - OpenAI’s Roadmap to AGI

[13:49] - Jon Brewton Introduction

[18:45] - Importance of Traceability and Explainability

[25:40] - Knowledge Graphs and Financial Data

[34:56] - Addressing AI Hallucinations

[42:01] - Advice for Finance Leaders

[45:48] - Jon’s Unique Experiences

[48:53] - Closing Remarks

AI-Powered Metrics and Data Visualization for Transforming Finance with Gabi Steele

Wed, 18 Dec 2024 04:00:00 -0700

In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.

Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.

In this episode, you will discover:

How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.
The role of AI in automating data cleaning and governance for finance teams.
Strategies for reducing technical debt in SMBs to unlock the full potential of data.
Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.
Tips for fostering a data-driven culture within organizations and empowering FP&A teams.

Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth.

Follow Gabi:

LinkedIn: https://www.linkedin.com/in/gabriellasteele/

Website: https://www.preql.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:09] Introduction for Gabi Steele

[01:09] From Art to Analytics

[04:33] Data Storytelling in Finance

[08:04] AI and FP&A Transformation

[14:14] The Democratization of Analytics

[18:15] Challenges in SMB Data Adoption

[19:04] Building a Data-Driven Culture

[33:58] Fun Get-to-Know-You Questions

[38:16] Closing Thoughts

How AI Automation Saves FP&A Teams 70 Hours Monthly with Gabi Steele

Wed, 11 Dec 2024 04:00:00 -0700

In this insightful episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the evolving landscape of finance, data analytics, and automation with Gabi Steele, a seasoned data visualization expert and co-founder of Preql. The discussion navigates the challenges finance teams face in building data-driven cultures, leveraging AI tools, and creating efficiencies in data management.

Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.

In this episode, you will discover:

How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.
The importance of storytelling and accessibility in data visualization.
Ways to foster a data-driven culture within organizations of all sizes.
Challenges and solutions for integrating AI with financial planning and analysis (FP&A).
The future of low-code/no-code tools in democratizing data analytics.

Gabi Steele offered a masterclass in how finance professionals can embrace the transformative power of data and AI. From simplifying complex data processes to fostering a culture of analytics, Gabi underscored the importance of aligning teams, tools, and technology for smarter decision-making.

Follow Gabi:

LinkedIn: https://www.linkedin.com/in/gabriellasteele/

Website: https://www.preql.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:48] - Introduction to the Episode

[08:23] - Financial Modeling World Cup

[19:37] - Discussion on AI Subscriptions

[25:53] - Meet Guest: Gabi Steele

[26:59] - Data's Role in Finance

[33:58] - Leveraging AI in Data Management

[39:07] Democratizing Data Access

[44:57] Building a Data-Driven Culture

[49:45] Challenges in SMB Data Integration

[59:51] Fun Segment: Get to Know Gabi

Mastering Data Governance and Analytics for Finance Leaders with Nathan Bell

Wed, 04 Dec 2024 04:00:00 -0700

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.

Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.

Expect to Learn:

The interplay between finance, data, and technology in decision-making.
The critical first steps to establishing effective data governance and management.
Real-world stories of overcoming challenges with data literacy and BI implementation.
How to prepare finance teams for scaling and adopt advanced analytics.
The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.

From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.

Follow Nathan:

LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/

Website: https://www.vai-consulting.com/

Company: https://meetvirginia.io/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:59] From Coding to Finance Leadership

[04:22] Building Stories with Data

[09:35] Transition to Data Analytics Leadership

[12:49] Tackling Data Governance Challenges

[17:17] Owning the Data Narrative

[19:57] Typical Clients and Scaling Finance Teams

[25:23] Bridging the Finance Skills Gap

[30:02] Fun and Random: Nathan’s Travel Tales

[32:52] Closing Thoughts and Wrap Up

How CFOs Can Master Data Governance to Scale Their Companies with Nathan Bell

Wed, 27 Nov 2024 04:00:00 -0700

This episode of Future Finance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.

Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.

In this episode, you will discover:

The importance of getting your “data house” in order before implementing AI.
How self-service BI tools can both empower teams and create challenges in organizations.
Why data governance and stewardship should be a co-led initiative between finance and engineering.
The role of finance leaders in ensuring data literacy and ownership across departments.
Practical insights into scaling finance operations for mid-market companies looking to grow.

As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.

Follow Nathan:

LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/

Website: https://www.vai-consulting.com/

Company: https://meetvirginia.io/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:58] - Generative AI and Finance: Myths vs. Reality

[11:17] - AI's Dependency on Clean Data

[12:36] - Guest Introduction: Nathan Bell

[20:02] - Bridging Data, Finance, and Storytelling

[25:25] - Foundations of Data Governance

[29:54] - Challenges with BI and Metrics Ownership

[32:33] - Scaling Finance Teams for Growth

[42:38] - Fun Segment: Travel Stories

[45:29] - Closing Thoughts and Call to Action

Insights from the FATE Conference to navigate Success in Finance and Technology

Wed, 20 Nov 2024 04:00:00 -0700

In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.

The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia’s AI initiatives to new generative AI tools in finance.

Expect to Learn:

How to evaluate financial planning tools effectively and cut through vendor hype
The impact of live AI integration on financial software and employee productivity
Key lessons from Daymond John’s FATE keynote on goal-setting and personal growth
Trends in finance tech and new generative AI capabilities from OpenAI and Anthropic
Practical approaches to implementing generative AI in finance while managing risk

This episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization.

Follow Alex:

LinkedIn: https://www.linkedin.com/in/alexbrower/

Follow Liran:

LinkedIn: https://www.linkedin.com/in/drliranedelist/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

AI Mastery for Finance Professionals: https://a.co/d/hOEegnR

Follow Paul:

Follow QFlow.AI:

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:19] - Conference Overview and Experience

[03:50] - Keynote Highlights from Daymond John

[05:28] - Alex Brower on Vendor Selection and Demos

[10:29] - Paul on Navigating the FP&A Tool Market

[17:58] - Glenn on Generative AI in Finance

[23:30] - Liran Edelist on Modernization and Data Strategy

[29:13] - Tech Trends to Watch for 2025

[34:18] - Fun Segment: Spreadsheet Challenges

[36:23] - Wrap-Up and Feedback Request

Finance & Technology Trends from FATE Conference with Paul & Glenn

Wed, 13 Nov 2024 04:00:00 -0700

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.

The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They’re joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.

In this episode, you will discover:

Frameworks for choosing FP&A tools that match different organizational needs
The real impact of AI on finance jobs and practical uses of AI
Top Takeaways from the Finance and Technology Expo
Why consolidated data is crucial for effective AI and planning applications
The importance of having policies for AI integration to prevent misuse

In this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today’s finance tech landscape and preparing for tomorrow.

Follow Alex:

LinkedIn: https://www.linkedin.com/in/alexbrower/

Follow Liran:

LinkedIn: https://www.linkedin.com/in/drliranedelist/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

AI Mastery for Finance Professionals: https://a.co/d/hOEegnR

Follow Paul:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:44] - Paul’s Monologue: People, Process, and Technology

[05:32] - The Future of Jobs in the AI Era

[08:45] - Reflections on the Finance and Technology Expo

[14:15] - Alex Brower on Choosing the Right Finance Tools

[19:17] - Insights from Paul’s Presentation

[26:47] - Glenn on Effective AI Strategy for Finance Teams

[31:47] - Modernization and Data-Driven Decision Making

[38:01] - Latest AI Innovations and Predictions for 2025

[45:35] - Wrap-Up and Closing Remarks

Why Finance Teams Resist Change And How to Fix It with Joe Manganelli

Wed, 06 Nov 2024 05:00:00 -0700

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify.

The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.

Expect to Learn:

How Amalgam helps businesses automate data processes without complex implementations
Key challenges in transitioning from simple tools to robust financial platforms
The role of AI in finance and how to prepare for its ongoing integration
Joe’s approach to investing in AI-focused startups and risk mitigation
Practical steps finance teams can take today to become more tech-enabled

Joe’s insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you’re in finance, tech, or an entrepreneurial role, Joe’s practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.

Follow Joe:

LinkedIn: https://www.linkedin.com/in/joemanganelli/

Website: https://www.amalgam.me/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:56] – The creation and purpose of Amalgam

[02:07] – Challenges in scaling a product for the finance market

[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam

[05:46] – Thoughts on agnostic, supportive, and proactive AI investments

[11:09] – How not storing data directly adds value and simplicity

[18:51] – Joe’s three-part approach for finance teams preparing for AI

[21:19] – Moving beyond chatbots to a seamless integration in daily workflows

[28:12] – Fun segment – “Get to Know You”

[32:47] – Closing remarks and final thoughts

Empowering Fractional CFOs with AI and Automation for Better Financial Solutions with Joe Manganelli

Wed, 30 Oct 2024 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.

Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.

In this episode, you will discover:

How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.
The steps finance functions can take to prepare for AI integration and data automation.
Insights into the challenges of scaling a tech product from a macro to a platform.
Joe’s perspective on investing in AI technology and the importance of aligning with market needs.
The practical future of AI in finance, from predictive analysis to process automation.

In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe’s perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.

Follow Joe:

LinkedIn: https://www.linkedin.com/in/joemanganelli/

Website: https://www.amalgam.me/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

AI Mastery for Finance Professionals: https://a.co/d/h8cTGeR

Follow Paul:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:47] – Real Use Cases of Generative AI

[09:14] – Introduction to guest Joe Manganelli

[11:13] – Overcoming Challenges and Scaling the Product

[13:51] – Joe’s Investment Philosophy in AI and Startups

[19:36] – Amalgam’s Data Security and Efficiency Approach

[28:05] – The ‘Walk Before You Run’ Strategy for AI in Finance

[30:33] – The Proactive Potential of Generative AI in Finance

[35:16] – Future of Predictive Financial Analysis with AI

[38:01] – Fun Q&A segment with Joe

[42:01] – Closing Remarks and Wrap Up

AI Tools for Finance Professionals to Automate Reporting & Forecasting Today with Nicolas Boucher

Wed, 23 Oct 2024 05:00:00 -0700

In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies.

Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.

Expect to Learn:

How generative AI can revolutionize corporate finance
Practical examples of how AI tools can improve productivity for finance professionals.
The importance of becoming a "citizen developer" in the finance industry
The role of Python in automating financial processes and making data-driven predictions.
The best practices for finance professionals to adopt AI and integrate it securely

Whether you’re already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas’ advice and experience provide a valuable roadmap for leveraging these technologies effectively.

Follow Nicolas:

LinkedIn: https://www.linkedin.com/in/bouchernicolas/

Website: https://ai-finance.club/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:04] - Introduction of Nicolas Boucher

[01:46] - Nicolas’ AI Discovery Journey

[03:47] - Using AI in Day-to-Day Business

[08:03] - The Role of Python and Automation in Finance

[15:05] - Exciting AI-Powered Software in Finance

[20:11] - Democratizing Finance Through AI

[25:31] - How Finance Professionals Can Stay Ahead in AI

[30:12] - Random Question Segment

[36:28] - Closing Thoughts and contact information

AI Investment Strategies for Retail Investors to Outperform the Market with Andrew Einhorn

Wed, 16 Oct 2024 05:00:00 -0700

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions.

Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.

In this episode, you will discover:

How AI can analyze real-time events to provide actionable investment insights for retail investors
The role of data in replacing opinion-based decisions with factual, evidence-driven analysis
Strategies for successfully integrating AI tools into financial decision-making processes
Insights into the challenges and rewards of being a startup entrepreneur in the fintech space
Key factors in building AI models specific to financial services and tailoring models to sector-specific needs

The conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.

Follow Andrew:

LinkedIn: https://www.linkedin.com/in/einhorn/

Website: https://www.levelfields.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:09] – Why your company needs an AI strategy

[09:59] – Navigating the pitfalls of early AI adoption

[16:50] – Introducing Andrew Einhorn and Level Fields

[18:01] – The entrepreneurial drive and startup challenges

[24:02] – From epidemiology to AI in finance

[33:14] – How level fields makes advanced investment analysis accessible

[40:27] – Leveraging proprietary AI models in financial analysis

[44:05] – Quick-fire personal questions with Andrew

[47:12] – Closing remarks and wrap up

The Role of AI in Shaping the Future of Finance Automation and Innovation with Nicolas Boucher

Wed, 02 Oct 2024 05:00:00 -0700

In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-making, and business strategy.

Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals. He shares his passion for AI and finance, emphasizing the importance of AI tools like ChatGPT, Python, and generative AI in driving efficiency and innovation in the finance world.

In this episode, you will discover:

How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.
The importance of debiasing AI models and ensuring fairness in AI-driven decisions.
How to incorporate Python and automation into finance operations to accelerate workflows.
Practical insights on how companies can integrate AI without needing vast data science teams.
The future of citizen developers in finance and the democratization of coding with AI tools.

In this episode, Nicolas Boucher discusses the vast potential of AI in finance, from automating mundane tasks to empowering professionals with tools that enhance productivity and decision-making. Ultimately, while AI is revolutionizing finance, human expertise, creativity, and strategic thinking will remain irreplaceable.

Follow Nicolas:

LinkedIn: https://www.linkedin.com/in/bouchernicolas/

Website: https://ai-finance.club/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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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:

[01:57] Addressing bias in AI and its impact

[06:25] Your Job is Safe (for Now)

[09:50] Introduction to guest Nicolas Boucher

[13:41] AI in day-to-day business

[17:53] Generative AI and Python in finance

[25:01] AI tools for finance professionals

[30:02] Citizen developers and AI in SMBs

[35:14] How to stay ahead in AI

[40:02] Random questions segment

[46:18] Conclusion and final thoughts

The Future of AI in Business Mastering Effective Interaction and Resource Planning with Conor Grennan

Wed, 18 Sep 2024 23:45:00 -0700

In this episode of Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive deep into the revolutionary impact of generative AI on industries, with a particular focus on its implications in finance. They explore how AI transforms workflows, enhances productivity, and shifts the focus from tasks to higher-level thinking. The conversation breaks down common misconceptions about AI, such as the overhyped role of “prompt engineering,” and emphasizes how businesses can integrate AI while maintaining data privacy and security.

Conor Grennan, the guest of this episode, is the Chief AI Architect at NYU Stern School of Business and the founder of AI Mindset, a company helping leaders adopt AI effectively. Beyond AI, Conor is a New York Times best-selling author, recognized globally for his humanitarian work. His expertise lies not only in AI implementation but also in helping non-technical individuals understand and utilize AI's potential.

In this episode, you will discover:

The reality behind generative AI myths and why prompt engineering is overrated.
How AI transforms jobs by automating tasks, not replacing roles.
Ways finance professionals can balance AI efficiency with data privacy concerns.
Why adopting an AI mindset is crucial for leveraging its full potential.
How embracing AI in your work can give you a competitive edge in your career.

For finance professionals interested in harnessing the power of generative AI while balancing efficiency and security, this episode offers practical insights and frameworks. Conor Grennan’s unique blend of technical knowledge and relatable, human-centered teaching makes this a must-listen for anyone looking to stay ahead in the AI revolution.

Follow Conor:

LinkedIn: https://www.linkedin.com/in/conorgrennan/

Website: conorgrennan.com

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:59] - Concerns about data privacy in AI

[08:32] - Introduction of Conor Grennan

[10:10] - Conor's background and AI journey

[12:40] - The role of a chief AI architect

[16:42] - The truth about prompt engineering

[20:54] - The AI mindset and learning curve

[27:55] - AI’s impact on jobs

[35:23] - Conor's AI course and framework

[37:29] - Conor’s book: Little Princess

[42:47] - Conclusion and final thoughts

Revolutionizing Finance through AI and Data Science with Gabriela Gutierrez

Wed, 04 Sep 2024 05:00:00 -0700

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the transformative impact of artificial intelligence (AI) on financial planning and analysis (FP&A). The discussion revolves around how AI tools, from generative AI to sophisticated models like OpenAI's Project Strawberry, are reshaping the finance landscape. The episode features Gabriela Gutierrez, a finance professional turned AI enthusiast, who shares her journey of integrating AI into finance.

Gabriela Gutierrez is a dynamic finance leader and entrepreneur with a strong background in AI, Python programming, and machine learning. She has worked in various financial roles, including FP&A at eBay and as a local CFO for Teads in Germany. Gabriela’s passion for innovation led her to launch a stealth startup focused on AI-powered finance solutions. She shares her insights into the evolving role of finance professionals in the AI era and her experiences in building an AI-centric company.

In this episode, you will discover:

The potential of AI to automate and enhance FP&A processes.
Insights into OpenAI's Project Strawberry and its implications for the finance industry.
The skills finance professionals need to thrive in an AI-driven world.
How Gabriela Gutierrez transitioned from traditional finance roles to becoming an AI-driven entrepreneur.
Predictions on the future of finance jobs in the context of advancing AI technologies.

It's clear that the intersection of AI and finance offers both exciting opportunities and unique challenges. This episode provides a wealth of knowledge for finance professionals to embrace AI as a tool for innovation, efficiency, and strategic growth.

Follow Gabriela:

LinkedIn: https://www.linkedin.com/in/gabriela-gutierrez-15ba0571/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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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:

[00:59] - Introduction to the episode

[01:43] - Key takeaways from Carl Seidman’s FP&A insights

[07:02] - Exploring OpenAI’s project Strawberry

[11:58] - Gabriela Gutierrez background and career journey

[16:39] - Overcoming challenges in AI integration

[19:51] - Insights on Gabriela’s Stealth Startup

[26:29] - Fun segment: get to know Gabriela

[30:31] - Conclusion and episode wrap-up

A Bold Prediction for the Future of Accounting in the AI Era By Tom Hood

Wed, 21 Aug 2024 05:00:00 -0700

This week’s show notes are written by Microsoft CoPilot.

What does the future of accounting and finance look like? How can you leverage technology, especially generative AI, to take your career to the next level? Join Paul Barnhurst and Glenn Hopper as they explore these questions and more with Tom Hood, a renowned leader and innovator in the accounting profession.

Tom Hood is the EVP of Business Engagement and Growth at the Association of International Certified Professional Accountants. He has been a pioneer in integrating technology into finance for over 24 years, and he shares his insights and advice on how you can do the same.

In this episode, you will discover:

How technology is reshaping the accounting and finance industry and what it means for you.
How to start using generative AI today to automate tasks, generate insights, and create value.
How to overcome the fear of failure and embrace risk-taking as a way to learn and grow.
How generative AI will become more sophisticated and powerful in the near future and what you need to prepare for it.
How to communicate effectively with your stakeholders and clients in the age of AI.

Don't miss this opportunity to learn from one of the most influential voices in the accounting profession. Listen to this episode and find out how you can harness the power of technology and generative AI to transform your career and the future of finance.

Follow Tom:

LinkedIn: https://www.linkedin.com/in/tomhood/

Company: https://blionline.org/

Blog: http://blionline.org/blog

AICPA & CIMA: http://www.cgma.org/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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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:

[01:38] - Latest AI developments and their impact on the finance industry

[11:40] - Introduction to the episode and guest Tom Hood

[12:58] - The intersection of technology and accounting

[17:03] - Practical benefits and risks of generative AI in finance

[21:03] - The future of generative AI in finance

[30:28] - Advice for aspiring accountants

[32:50] - Fun segment: get to know Tom Hood

[36:55] - Conclusion and final thoughts

Why AI is a Game-Changer for Finance Professionals - Insights from Christian Martinez

Wed, 07 Aug 2024 07:00:00 -0700

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Christian Martinez, a finance transformation expert and AI enthusiast, to explore the intersection of finance, artificial intelligence, and data analytics. The discussion covers the growing importance of AI and Python in finance, the benefits of leveraging dashboards for financial storytelling, and how professionals can enhance their skill sets to stay ahead in a rapidly evolving industry. Christian shares his journey, the practical applications of AI in FP&A, and offers insights into how Python, integrated with Excel, is revolutionizing finance functions.

Christian Martinez is a Finance Transformation Senior Manager at Kraft Heinz, with extensive experience across Europe, Australia, and South America. Known for his expertise in combining finance, Python, AI, and machine learning, Christian is passionate about teaching others how to harness these tools to improve financial analysis and decision-making. He recently launched a newsletter, "AI for FP&A and Finance," where he shares practical AI applications tailored for finance professionals.

In this episode, you will learn:

The critical role of AI and Python in transforming financial planning and analysis (FP&A).
How to leverage dashboards like Tableau and Power BI for effective financial storytelling.
The evolving landscape of AI tools in finance and the growing need for data literacy.
Practical tips on integrating Python with Excel to enhance financial operations.
The importance of continuous learning and staying updated with the latest technology trends in finance.

Follow Christian:

LinkedIn:https://www.linkedin.com/in/christianmartinezthefinancialfox/

Website: https://linktr.ee/Thefinancialfox

Blog: https://christianmartinezfinancialfox.medium.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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In Today’s Episode:

[01:51] - Introduction and context setting for discussing the impact of AI on finance

[08:01] - Introduction to Christian Martinez, highlighting his unique expertise in finance, Python, and AI.

[09:12] - Christian’s newsletter and practical AI tools for finance professionals

[15:39] - The Power of dashboards in financial analysis

[25:05] - A discussion on the value of coding skills in finance

[29:38] - Python in Excel: A game changer

[37:51] - Getting personal: Christian’s hidden talents

[41:52] - Final remarks from Christian and closing thoughts

Unlock Financial Success with AI With Jon Brewton

Wed, 24 Jul 2024 04:50:00 -0700

Future Finance: Unlocking the Power of AI for Finance Professionals With Jon Brewton

TLDR: Jon Brewton, the founder and CEO of Data2, talks about how his company uses AI and machine learning to help clients in make better decisions and avoid errors.

Each week we ask AI to generate our show notes and optimize them to get you interested in the story. This week we used Microsoft CoPilot to write the shownotes.

This episode of Future Finance features Jon Brewton, the founder and CEO of Data2, a company that provides AI and machine learning solutions for finance and other industries. He discusses how his company helps clients use AI to analyze data and make better decisions, as well as the challenges and risks of using AI in high-stakes contexts.

Jon Brewton is an expert in AI and machine learning, with a rich background in operations management, digital transformation, and engineering. He has worked at major energy companies like BP and Chevron, and he is a US Air Force veteran and a graduate of some of the top universities in the world. He shares his insights and best practices on how to leverage AI and machine learning to enhance financial performance and outcomes, and how to avoid common pitfalls and errors that can arise from AI applications.

In this episode, you will learn:

· What Data2 does and what its goals and principles are in AI and machine learning.

· Why traceability and explainability are crucial for AI applications in high-stakes industries like finance.

· How Knowledge Graph technology can enhance financial data analysis and provide more context and meaning.

· What AI hallucinations are and how they can affect financial decision-making.

· How to integrate advanced analytics and AI into your finance workflows and processes.

This episode is a must-listen for anyone who wants to learn how AI and machine learning can help them make smarter decisions. Listen to the episode now and discover how you can use these technologies to your advantage.

Follow Jon:

LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/

Website: https://www.data2.ai/

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[01:50] Introduction to the episode

[02:29] Opening remarks by Paul Barnhurst.

[04:54] Why your job is safe for now

[13:50] Introducing Jon Brewton and his extensive background.

[14:51] Welcoming Jon Brewton to the show

[15:31] Jon shares the story and mission of Data 2.

[18:47] Discussing the critical features for financial institutions.

[25:11] Exploring advanced applications and their benefits including generative AI and knowledge graphs.

[34:24] Addressing AI hallucinations and how Data Squared tackles this issue to ensure reliable outcomes.

[41:41] Advice for finance departments on adopting AI technologies.

[46:28] Jon shares his most rewarding job and a cause he's passionate about.

[48:54] Final thoughts and closing remarks.

The Role of AI in Modern Finance With Jim O'Neill

Wed, 10 Jul 2024 03:00:00 -0700

TLDR: Jim O'Neill, co-founder of SaaSWorks, discusses the critical role of AI in modern finance, emphasizing the importance of clean data, the convergence of AI with other technologies, and the need for businesses to adapt to an AI-driven landscape.

These show notes were written by Claude.AI Sonnet LLM Model.

Dive into the Future of Finance with AI Pioneer Jim O'Neill

Are you ready to revolutionize your business with AI? Join us as we explore the cutting edge of financial technology with Jim O'Neill, co-founder of SaaSWorks and former HubSpot executive. In this eye-opening episode, Jim unveils the secrets to harnessing AI's power in finance and beyond.

Key Insights:

The make-or-break factor for AI success: pristine data
AI's game-changing fusion with quantum computing, nanotech, and gene editing
Why your company needs an AI budget – now
Navigating the ethical minefield of AI advancement
Cultivating an AI-driven culture of innovation

Don't miss Jim's invaluable wisdom on preparing your business for the AI revolution. Learn how to stay ahead in a rapidly evolving technological landscape and transform your financial operations.

Follow Jim:

LinkedIn: https://www.linkedin.com/in/jim-oneill/

Website: https://www.saasworks.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance.

Follow them on LinkedIn:

Glenn: https://www.linkedin.com/in/gbhopperiii

Paul: https://www.linkedin.com/in/thefpandaguy

Sponsored by QFlow.ai – Revolutionizing B2B revenue planning and analysis. Learn more at Qflow.ai/future-finance.

In honor of having the show notes written by AI we have added the below sonnet as Claude.AI, Sonnet model wrote the notes.

Sonnet:

In finance's realm, where numbers reign supreme, A new force rises, born of silicon, Artificial minds, a waking dream, O'Neill speaks of change that's just begun.

Clean data's key, the lifeblood of AI, As quantum leaps with nano-innovations dance, In gene-spliced futures, new worlds we'll spy, While ethics guard our technological advance.

Businesses must adapt or fade away, Embracing risk and AI's transformative might, O'Neill's wisdom lights the coming day, Where human and machine in harmony unite.

So heed this call, let Future Finance guide, To prosperous tides on which we'll proudly ride.

In today's episode:

[00:52] - Episode Overview and Sponsorship

[01:38] - Monologue

[07:31] - Your Job is Safe

[08:56] - Importance of clean data for effective AI implementation

[09:58] - Guest Introduction

[15:30] - Founding SaaSWorks and its mission

[18:11] - Common issues with spreadsheets and data management

[21:09] - Discussion on generative AI in business operations

[25:55] - Using AI for innovative and unexpected solutions

[29:11] - Recommendations for companies adopting AI

[32:07] - Discussion on AI adoption and Excel parallels

[32:37] - Random AI-Generated get to know you questions

[36:08] - Conclusion

Ensuring Fairness and Privacy in the Digital Age With Ben Dooley

Wed, 26 Jun 2024 03:00:00 -0700

This week on Future Finance before getting to our guest interview HAL 9000l makes a guest appearance and Glenn has a fun discussion about romantic relationships and AI that you will not want to miss.

Welcome to the exciting world of Future Finance! Today's episode dives into the exploration of the dynamic intersection of AI and finance. Ben Dooley, the global head of Productized Solutions at Infospace, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion on responsible AI, strategic innovation, and the future of financial automation.

Here are the key takeaways to whet your appetite for the full episode:

Ben emphasizes the importance of a responsible AI framework that includes human-centric design, fairness, explainability, security, reliability, and compliance to ensure ethical and effective AI implementation.

Tailoring AI to meet human needs without mimicking human intelligence is crucial for making AI tools that enhance human capabilities and ensure user trust.

The need for AI to be explainable is highlighted, with Ben suggesting models should cite their sources and provide logic for their decisions to build trust and understanding among users.

Privacy concerns around AI usage are discussed, emphasizing the necessity for better regulatory frameworks to control who has access to data and how it is used.

The discussion on how AI can play a strategic role in finance by improving forecasting, automating processes, and driving strategic transformation within organizations.

The discussion touches on the current capabilities of AI in automating traditional finance tasks and the potential future where true autonomous agents could revolutionize the industry.

With over a decade of experience in managing complex projects, driving corporate change, and leading entrepreneurial ventures, Ben is an expert in AI and change management. This insightful episode with Ben Dooley underscores the importance of responsible AI and its transformative potential in finance.

Follow Ben:

LinkedIn: https://www.linkedin.com/in/bendooley/

Website: https://www.infocepts.ai/

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Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

Learn more at Qflow.ai/future-finance.

In today's episode:

[01:16] - Episode Overview and Sponsorship

[03:00] - Responsible AI Framework Introduction

[04:40] - Reliability and Compliance in AI

[06:21] - Current AI Capabilities and Risks

[11:47] - Guest Introduction

[12:14] - AI in Traditional Finance Tasks

[17:52] - Fairness and Bias in AI

[19:40] - Trust and Verification in AI

[22:02] - Strategic Use of AI and Balancing Privacy in Finance

[27:32] - Future Predictions for AGI

[28:52] - Other Exciting Technologies

[31:57] - Fun rapid-fire Session

[34:20] - Best Career Advice

[36:34] - Conclusion

Secrets to Building Error-Free Financial Models with Cameron & Nicholas Hay

Wed, 19 Jun 2024 03:00:00 -0700

Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. We are sharing an episode from Financial Modeler’s Corner. Stay tuned for an engaging conversation you won't want to miss.

Here are the show notes from our previous episodes.

Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.

Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.

In today’s episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.

Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.

Key takeaways from this week's episode include:

Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.

Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.

Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.

Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.

Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.

Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.

Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.

Download a sample fully dynamic 3-statement model Excel Files — The FP&A Guy (thefpandaguy.com), courtesy of Cameron and Nicolas Hay.

Quotes:

Here are a few relevant quotes from the episode on financial analysis and modeling:

"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”

“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”

“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”

Follow Cameron and Nicholas:

Cameron Hay LinkedIn - https://www.linkedin.com/in/cameron-hay-ca-a31b4752/

Nicholas Hay LinkedIn- https://www.linkedin.com/in/nicholas-hay-1992/

Website - https://finomatic.co.uk/

Follow Paul:

Website - https://www.thefpandaguy.com  

LinkedIn - https://www.linkedin.com/in/thefpandaguy 

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LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true 

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In today’s episode:

[00:03] - Introduction

[00:40] - Guest Introduction and Theme for the Week: Dynamic Arrays

[01:50] - The Worst Financial Model the Guest Experienced

[02:00] - Horror Stories: Mixed Calculations and Unrealistic Assumptions

[04:10] - Key Takeaways from Horror Stories

[05:00] - Guests’ Backgrounds and Career Journeys

[10:00] - The Importance of Structure and Design in Financial Modeling

[14:10] - Introduction to Dynamic Arrays and Their Benefits

[21:30] - Challenges with Corkscrews and Lambdas

[31:20] - Rapid-Fire Session and Guests’ Contact Information

How Generative AI Is Changing The Game for Finance Professionals - Featuring Adam Tzagournis

Wed, 12 Jun 2024 03:00:00 -0700

TLDR: These show notes were optimized using Google Gemini after we tried Meta Llama 3 8B and ran into issues. The show notes are designed to make you listen to the full episode thanks to AI.

Below is a poem for the show from Gemini

The numbers whiz by,
a blur in the night,
Financial wizards locked in a fight.
AI swoops in, a tool sharp and bright,
Saving precious hours,
making data take flight.

Future Finance: AI Revolutionizes Financial Planning

Welcome to the exciting world of Future Finance! Today's episode dives into the transformative power of Artificial Intelligence (AI), specifically generative AI, in the financial industry. Our guest, Adam Tzagournis, a CPA, full-stack developer, and the founder of FlowCog Canvas, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion.

Here are the key takeaways to whet your appetite for the full episode:

Generative AI for the Win: Researchers are making significant strides in AI, with studies demonstrating its ability to outperform human analysts in tasks like financial statement analysis. This translates to more accurate and timely insights for better decision-making.

AI as a Powerhouse for Productivity: Generative AI automates repetitive tasks such as data analysis and reporting, freeing up valuable time for finance professionals to focus on strategic analysis and decision-making.

Human-AI Collaboration is Key: The future lies in a collaborative approach where AI empowers human expertise. Financial professionals can leverage AI tools to gain deeper financial insights and proactive risk management strategies.

The Rise of the Evolving Workforce: The financial industry is on the cusp of a transformation. While some jobs may be displaced by AI, new roles will emerge, emphasizing the need for data science and AI literacy.

Follow Adam:

LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/

Website: https://canvas.flowcog.com/

Follow Glenn:

Follow Paul:

Follow QFlow.AI:

Website: https://qflow.ai/future-finance

Stay tuned for the full episode where you'll learn more about the exciting applications of generative AI in financial projections, the future of financial roles, and much more

Learn more at Qflow.ai/future-finance.

In today's episode:

[06:54] Introduction

[07:30] AI and Nose-Picking

[08:55] Guest Introduction

[10:10] Early Adoption of AI

[13:28] Generative AI in Financial Projections

[17:00] Pace of AI Advancements

[18:12] AI as a Productivity Tool

[25:39] AI for Small and Medium Businesses

[30:35] Fun rapid-fire Session

[33:40] Future of Finance Predictions

[36:50] Contact information for more learning opportunities

How AI and Automation Is Bridging The Accountant Shortage with Mitchell Troyanovsky

Wed, 29 May 2024 03:00:00 -0700

TLDR: These show notes were optimized using Claude ChatGPT 4.0 and are designed to make you listen to the full episode. We also asked H4.0 to write a brief limerick summarizing the show notes.

There once was a podcast on AI,

Transforming accounting, oh my!

With Mitchell's insight,

Efficiency in sight,

A must-listen for those on the fly.

Show Notes:

Welcome to Future Finance, with your hosts Paul Barnhurst and Glenn Hopper, where we focus on the technological advancements and emerging trends fueling the FP&A professionals. We bring you vital updates and insights into the technologies that are going to shape not just finance and accounting, but every sector of the world in the years ahead.

In today’s episode, Paul and Glenn engage in a conversation with Mitchell Troyanovsky, Co-Founder of Basis, to discuss the transformative impact of AI on the accounting profession. The discussion highlights the differences between rule-based systems and generative AI.

Highlights of the Episode:

Generative AI vs. Rule-Based Systems: Generative AI offers contextual understanding and reasoning, unlike rule-based systems that rely on rigid if-then statements, making it more adaptable to complex accounting tasks.

AI as a Digital Assistant: AI can create first drafts of accounting tasks, enabling accountants to review and refine the work, thus saving time and increasing productivity. "You'll start having accountants much more of their job, rather than being this kind of monotonous manual work, start to be like, okay, this work has been done for me as a first draft, let me now review it."

Enhancing Strategic Value: AI acts as a digital assistant, supplementing the workforce rather than replacing it, and allowing accountants to provide more strategic value to their clients. "It is a tool for accountants. Explicitly, at the end of the day, the job that they can do the best is to advise their clients, help their clients, help them make better decisions, and be that partner, with them, rather than needing to be stuck in all the manual work needed to get to that actual real value add at the end of the day."

Shifting Roles and Skills: The introduction of AI in accounting will shift the focus from data entry and basic tasks to more analytical and advisory roles, making the profession more appealing to new graduates.

Addressing Trust Issues: While AI will make mistakes, just like human employees, it is essential to implement systems to catch errors and continuously improve AI performance through feedback and iteration.

Learn more at qflow.ai/future-finance

Follow Mitchell:

LinkedIn: https://www.linkedin.com/in/mitchelltroyanovsky/

Website: https://www.getbasis.ai/

Follow Glenn:

Follow Paul: