Future Finance

Епизоди

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  AI Is Already Changing Data Jobs: Why You Must Create More Value Now with Rob Collie 29.07.2026 41мин

  In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals.Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible.In this episode, you will discover:How Power BI and Power Pivot changed the way organizations use data.Why AI is creating new opportunities for finance and data professionals.Why sitting still with current skills can create career risks.How companies can build AI systems using strong data foundations.Why semantic models are becoming essential for AI adoption.Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment.Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow Robert:Website: https://p3adaptive.com/Book: https://fairgamebook.ai/LinkedIn: https://www.linkedin.com/in/robcollie/In Today’s Episode:[00:00] – Trailer[00:00] – How AI is changing jobs[02:43] – Robert’s Microsoft journey[06:06] – Power BI and Power Pivot impact[11:25] – Leaving Microsoft for P3 Adaptive[15:43] – AI and the future of data work[19:33] – Making AI accessible[25:13] – AI tools and better workflows[31:11] – AI in career planning[33:38] – AI changing finance and consulting[35:16] – Why semantic models matter[38:35] – Building a strong company culture[40:34] – Robert’s AI book and future plans
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  Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower 22.07.2026 21мин

  In this episode of Future Finance, host Paul Barnhurst and co-host Glenn Hopper are joined by guest Alex Brower, co-founder and CEO of QFlow.ai, to explore why forecasting problems often begin with the data layer. They discuss data plumbing, semantic alignment, Model Context Protocols (MCPs), vibe coding, and how finance and go-to-market teams can work from shared definitions to improve forecast quality and analysis.Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity by up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA).In this episode, you will discover:How data hygiene and shared definitions improve forecastingWhy unified data alone does not solve business alignment issuesMCP vs semantic layers for reliable analysisThe risks of untested AI-generated analysisWhy AI cost and governance matterAlex explains how QFlow helps companies prepare data, run planning workflows, and turn analysis into board-ready stories.Follow Alex:Website: https://qflow.ai/LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.ai:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Introduction[02:15] – Data & Forecasting Challenges[06:43] – MCP vs Semantic Layers[09:55] – AI Coding Risks[15:52] – QFlow Data Preparation[18:10] – Planning & Business Insights[20:51] – Closing Thoughts
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  How to Align Marketing and Finance and Fix the Plumbing Problem with Alex Brower 15.07.2026 44мин

  Future Finance host Paul Barnhurst and co-host Glenn Hopper are joined by Alex Brower, co-founder and CEO of QFlow.ai, to unpack why forecasting often breaks down even when teams have plenty of data. The discussion focuses on how finance and go-to-market teams can work from shared inputs, improve planning accuracy, and use AI without losing the structure needed for reliable decisions.Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA).In this episode, you will discover:Fix data plumbing before system consolidation.Use data dictionaries for consistent definitions.AI helps, but semantic logic is still needed.Vibe coding can create hidden costs if untested.Start with key unanswered questions, then plan solutions.Alex shares lessons from leading finance, operations, and marketing teams at high-growth companies, including what he learned from living the forecast tension on both sides of the table.Follow Alex:Website: https://qflow.ai/LinkedIn: https://www.linkedin.com/in/alexbrower/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.ai:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[03:44] – Finance-to-marketing journey & QFlow’s solution[07:10] – Data plumbing vs. alignment[11:37] – MCPs, AI, and logic layers[14:50] – Risks of vibe coding & maintainability[21:56] – How QFlow handles data, planning, and storytelling[30:57] – Alignment before strategy & reducing fact-hunting[35:39] – Where CFOs/FP&A should start modernizing[44:03] – Closing & sponsor sign-off
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  AI Is Making Mistakes in Finance for CFOs to Fix Data Problems and Improve Analysis with Nick & Jain 08.07.2026 19мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO. They discuss how AI is changing FP&A, why finance teams still need human expertise, and how their platform helps CFOs automate financial analysis while improving decision-making.Nick Jain is a Harvard MBA and former CEO, CFO, and investor with experience at McKinsey, Bain Capital, and multiple high-growth companies. Daniel Settel is a Stanford engineer, Harvard MBA, former investment professional at Primecap Management, and co-founder of a venture secondary marketplace. Together, they founded Eagle Rock CFO to combine technology with fractional CFO services for growing businesses.In this episode, you will discover:How AI can automate FP&A without replacing finance professionalsWhy clean financial data is essential for better analysisThe role of humans in AI-powered finance workflowsHow fractional CFOs can use technology to serve more clientsWhere businesses can uncover hidden value in their financial data AI-powered finance tools are changing how businesses analyze data, but success still depends on combining automation with sound financial judgment. Nick and Daniel share practical insights into how finance leaders can use technology to save time, uncover opportunities, and make better decisions. Follow Nick:Website: https://www.eaglerockcfo.com/LinkedIn: https://www.linkedin.com/in/nickmjain/Follow Dan:Website: https://www.eaglerockcfo.com/LinkedIn: https://www.linkedin.com/in/dsettel/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:24] – Why Eagle Rock CFO Was Founded[04:35] – Building AI for FP&A[09:12] – The Human Role in AI-Powered Finance[10:38] – Why Fractional CFOs Need Better Tools[14:18] – Cleaning Financial Data & Chart of Accounts[16:21] – White-Labeling the Platform[17:17] – Time Savings and Business Impact[19:18] – Final Thoughts
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  How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan 01.07.2026 35мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO, to discuss how AI is reshaping FP&A and fractional CFO services. Nick and Dan explain how their AI-powered system combines structured data processing, automation, and financial expertise to help companies analyze complex financial data faster, reduce manual workload, and uncover hidden value in their operations.Dan and Nick are co-founders of Eagle Rock CFO, a financial advisory firm helping mid-size businesses grow faster and improve profitability. They combine AI and technology to deliver operational finance insights at a fraction of traditional consulting costs. Both are Harvard Business School graduates, with undergraduate degrees from Stanford and Dartmouth. Dan previously co-founded FinTech company Zanbato and worked as a professional investor at PrimeCap, while Nick has experience in private equity investing and scaling companies across SaaS, footwear, and trucking.In this episode, you will discover:AI works best when paired with structured financial data, not raw inputsWhy deterministic systems still matter alongside AI in finance workflowsHow Eagle Rock’s 5-step system improves financial analysis accuracyWhy human oversight is still needed in AI-powered FP&A systemsHow fractional CFOs can save 20–50 hours per month using AI toolsNick and Daniel demonstrate how AI is transforming finance by automating analysis while still relying on structured systems and human judgment. Their approach shows that the future of FP&A is not fully autonomous AI, but a hybrid model where AI enhances decision-making, improves efficiency, and strengthens financial visibility.Follow Nick:Website: https://www.eaglerockcfo.com/LinkedIn: https://www.linkedin.com/in/nickmjain/Follow Dan:Website: https://www.eaglerockcfo.com/LinkedIn: https://www.linkedin.com/in/dsettel/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[04:10] – Founding Eagle Rock CFO[06:21] – Deterministic vs probabilistic systems[07:22] – Why agents are not enough[09:13] – Data compression and structuring[10:13] – Human oversight in AI workflows[14:51] – Data mess in SMB finance[18:38] – White-label and consulting model[22:18] – How to start using AI safely[29:36] – CFO vs CEO vs CIO experience[33:45] – Closing thoughts
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  AI in Finance for CFOs to Stop Reporting Work and Drive Profit Decisions with Ron Nachum 24.06.2026 18мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder of Sapien, an AI-native company building systems that understand and act on enterprise financial data. Ron shares how his team is redefining finance operations using AI agents that go beyond dashboards and chatbots to actively analyze, optimise, and recommend actions across business functions. Ron Nachum is the Founder of Sapien, an AI-native platform that helps companies run finance and operations through intelligent systems built on top of ERPs, spreadsheets, and enterprise data. With a background in applied AI research at Harvard, Ron focuses on building systems that turn fragmented financial data into real-time business decisions. In this episode, you will discover:How AI agents are reshaping finance and FP&A workflowsWhy companies need systems that understand their business contextHow Sapien automates reporting, analysis, and decision supportThe importance of guardrails, auditability, and financial structure in AI Ron shows how AI agents are moving finance beyond reporting into real-time decision-making. Sapien blends structure, data, and intelligence to turn complex systems into actionable insights.Follow Ron:Website: https://sapien.ai/newsLinkedIn: https://www.linkedin.com/in/ron-nachum/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode: [02:35] – Why Ron left Harvard to build Sapien [05:15] – Founding story and early vision [07:46] – Building AI systems for finance [09:13] – From manual workflows to AI automation [10:03] – Evolution of AI agents in finance [11:29] – How AI is changing FP&A roles [12:45] – Guardrails and system design [13:56] – Financial intelligence in AI systems [16:19] – Opinionated vs. flexible AI systems [18:26] – Closing thoughts
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  How Companies Are Losing Millions While Being Data Rich with Ron Nachum 17.06.2026 50мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder and CEO of Sapien, to discuss how AI agents are transforming financial operations and decision-making for companies. Ron shares how Sapien leverages AI to unify siloed financial data, automate workflows, and provide actionable insights, helping companies unlock millions of dollars in hidden value while enabling employees to focus on strategic work.Ron Nachum is the founder and CEO of Sapien, an AI-native platform that deploys agents to understand and act on messy, siloed data across ERPs, data warehouses, CRMs, and spreadsheets. Ron studied at Harvard, where he focused on computer science, statistics, and applied AI research. He has spent years building AI solutions for finance and operational processes, creating systems that help companies make better, faster decisions and optimize their operations.In this episode, you will discover:AI can unlock value from messy, siloed financial dataSapien’s platform automates reporting, forecasting, and operational decisionsHuman oversight and governance remain crucial for AI configurabilityTalent density and culture are key to scaling a young, fast-growing companyEarly entrepreneurial mindset shapes long-term innovationRon Nachum demonstrates how AI can revolutionize financial operations by turning siloed, messy data into actionable insights. Sapien’s platform empowers companies to automate reporting, optimize decisions, and free employees to focus on high-value work. Ron emphasizes that combining AI with governance, configurability, and a talented team creates systems that not only deliver immediate value but also scale strategically.Follow Ron:Website: https://sapien.ai/newsLinkedIn: https://www.linkedin.com/in/ron-nachum/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[03:15] – Data-Rich, Analysis-Poor Challenge[06:21] – Harvard & the Leap to Sapien[11:32] – AI Agents in Finance[17:01] – Balancing AI Flexibility & Guardrails[23:19] – Efficient & Secure Data Handling[26:34] – Making Insights Accessible to All Teams[30:45] – Configurability, Forecasting & Learning[38:22] – Real-World Impact & Optimizations[40:25] – Leading Young Teams with Experienced Advisor[46:11] – Early Entrepreneurial Ventures[49:13] – Closing Thoughts & Thanks
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  AI Strategy for CFOs: Manage AI Like an Investment Portfolio and Prove ROI with Dave Trier 10.06.2026 21мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to discuss how enterprises can govern, manage, and operate AI at scale. Dave shares insights on implementing AI responsibly, tracking ROI, managing risks, and creating an enterprise-wide AI portfolio that drives value while ensuring compliance and governance.Dave Trier leads ModelOp with a focus on customer value, product innovation, and enterprise execution. With over 20 years in data science, AI, analytics, cloud, and enterprise software, he brings technical expertise and a pragmatic leadership style, helping CIOs, CTOs, and AI leaders deploy AI effectively across organizations .In this episode, you will discover:How enterprises can scale AI responsibly and reliablyThe CFO’s role in AI oversight and portfolio managementMeasuring AI value through ROI, usage, and internal feedbackDistinctions between AI governance and traditional data governanceImportance of change management and structured AI adoptionDave provides a framework for enterprise AI adoption, emphasizing disciplined management, measurable impact, and alignment with regulatory and operational requirements. This episode is essential for finance and tech leaders looking to integrate AI at scale while ensuring oversight, efficiency, and business value . Follow Dave:Website: https://www.modelop.com/LinkedIn: https://www.linkedin.com/in/davidetrier/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[02:38] – AI Compliance & Governance Challenges[04:35] – Distinction Between AI & Data Governance[07:28] – Measuring AI Value & ROI[12:41] – Treating AI as a Portfolio of Investments[15:05] – Change Management & Enterprise Adoption[17:39] – Wild West of AI & Need for Rigorous Processes[18:54] – CFO Oversight in AI Implementation[21:00] – Closing Remarks
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  AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier 03.06.2026 36мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to explore the challenges and opportunities of implementing AI at scale in enterprises. Dave shares how organizations can manage AI responsibly, measure ROI, and move from scattered pilots to a disciplined, industrialized approach. He also discusses the critical role of CFOs in AI oversight, change management, and creating measurable business value from AI initiatives Dave Trier is CEO of ModelOp, leading the company with a focus on customer value, product innovation, and enterprise execution. With over 20 years of experience across AI, data science, analytics, cloud, and enterprise software, Dave is a patent-holder and trusted partner to CIOs, CTOs, and AI leaders. Prior to becoming CEO, he shaped ModelOp’s product strategy and held senior roles at Think Big Analytics, Powered by Action, and Accenture Technology Labs. He holds a BS in Electrical Engineering from the University of Notre Dame. In this episode, you will discover:How to industrialize AI delivery across an enterpriseManaging risk, governance, and compliance for AI implementationsMeasuring AI ROI using financial, feedback, and usage metricsThe CFO’s role in AI oversight and rationalizing AI investmentsKey lessons for change management and process discipline in AI adoptionDave Trier highlights how enterprises can move from scattered AI pilots to a disciplined, industrialized approach that delivers measurable business value. He emphasizes the importance of governance, change management, and cross-functional collaboration to ensure AI initiatives succeed. CFOs play a key role in oversight, setting financial parameters, and rationalizing AI investments. Follow Dave:Website: https://www.modelop.com/LinkedIn: https://www.linkedin.com/in/davidetrier/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[02:07] – Meet Dave Trier, CEO of ModelOp[04:57] – ModelOp & AI Governance Explained[06:21] – AI vs Data Governance[08:11] – Evaluating AI ROI for CFOs[13:24] – AI as a Managed Investment Portfolio[16:43] – Change Management & Process Discipline[20:48] – CFO’s Role in AI Oversight[27:38] – Tips to Maximize AI ROI[30:16] – Enterprise AI Complexity & Coordination[32:13] – Dave’s Journey: Electrical Engineer to AI CEO[35:12] – Closing Thoughts
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  AI in Finance for CFOs: Scaling Confusion Without a Unified Platform with Scott Leshinski 27.05.2026 22мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss the company’s recent acquisition by Hg Capital. Scott explains how OneStream’s unified platform is transforming finance workflows, the role of AI in enterprise finance, and how finance teams are learning to trust and use these advanced tools.Scott Leshinski is the President of OneStream Software, with experience in corporate finance at GE Capital, co-founding Bluestone International, and leading finance technology transformations at Huron Consulting Group. He joined OneStream in 2021 and was promoted to President in 2023 after driving strong growth in AI initiatives.In this episode, you will discover:The impact of OneStream going private under Hg CapitalHow unified platforms improve financial planning and reportingAI and machine learning are enhancing forecast accuracy and efficiencyImportance of transparency, traceability, and trust in AI outputsScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.Follow Scott:Website: https://www.onestream.com/LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:23] – Guest Intro[01:32] – Acquisition & AI-First Strategy[03:57] – Long-Term Growth Opportunities[05:18] – Scott’s Career Journey[08:38] – Need for Unified Platform[10:13] – OneStream Overview[13:29] – Practical Enterprise Impact[17:11] – Unified Platform for AI[21:01] – Agentic AI & High Accuracy
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  The Broken Revenue Systems and AI Agents Rebuilding Contract to Cash with Ali Hussain 20.05.2026 21мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing finance workflows. Ali discusses the limitations of legacy finance systems, the challenges of modern revenue models, and how AI is automating the full contract-to-cash cycle for finance teams.Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.In this episode, you will discover:How automation is transforming the finance sector, particularly revenue managementThe importance of structured data for effective financial solutionsWhy traditional finance systems struggle with modern revenue modelsHow Tabs is automating billing, collections, and revenue recognitionThis episode provides insights into how automation is reshaping finance, helping businesses manage revenue models and streamline financial tasks. Ali Hussain shares his perspective on simplifying finance workflows and the direction the industry is heading. Follow Ali:Website: https://www.tabs.comLinkedin: https://www.linkedin.com/in/ali-hussain786/ YouTube: https://www.youtube.com/@tabsplatform Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:00] – Ali's Background and Tabs' Growth[03:00] – Automation in Finance[05:00] – Agents in Finance Workflows[08:00] – Data Quality in Finance[10:00] – Limitations of LLMs in Finance[12:00] – Agents vs Automation[15:00] – The Future of Finance[17:00] – Managing Usage-Based Pricing[21:00] – Closing Thoughts
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  Why Unified Systems are More Important Than Ever in the Era of AI with OneStream President Scott Leshinski 13.05.2026 56мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss OneStream's recent acquisition by Hg Capital and the exciting changes it brings to the company’s approach to finance technology. Scott shares how OneStream’s focus on a unified platform is reshaping the finance space, and how integrating smart technology into financial workflows is making a real difference for businesses today.Scott Leshinski is the President of OneStream Software, where he leads OneStream’s growth and innovation. With a background in corporate finance at GE Capital, co-founding Bluestone International, and working at Huron Consulting Group, Scott has a wealth of experience in driving major tech transformations. He joined OneStream in 2021 and was promoted to President in 2023 after helping the company achieve impressive growth.In this episode, you will discover:What OneStream's acquisition by Hg Capital means for its futureThe benefits of using a unified platform in financeHow automation is improving financial processesThe evolving role of automation in financial planning and decision-makingHow OneStream’s tools are helping businesses become more agile and efficientScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.Follow Scott:Website: https://www.onestream.com/LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Intro[03:00] – OneStream's Acquisition Impact[05:00] – Transition from Public to Private[06:00] – Scott's Career Path[10:00] – What OneStream Does[14:00] – The Power of Unified Platforms[18:00] – Automation in Financial Planning[19:00] – The Rise of Automation[26:00] – Building Trust in Automation[29:00] – Improving Forecast Accuracy[35:00] – The Future of Finance[50:00] – Fun Questions with Scott[55:00] – Closing Thoughts
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  AI Agents Are Replacing Finance Workflows While Revenue Gets More Complex with Ali Hussain 06.05.2026 38мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing the revenue process for finance teams. Ali discusses how the traditional ERP systems have left revenue management behind, and how Tabs is changing the game by automating the full contract-to-cash cycle. He shares his insights on the complexity of revenue management, AI’s role in financial systems, and why understanding the data context is key to success in AI-powered finance tools.Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.In this episode, you will discover:How AI is transforming revenue management in financeThe importance of data context in AI-powered toolsWhy traditional finance systems fail to address modern revenue modelsHow Tabs automates billing, collections, and revenue recognitionAli Hussain shared invaluable insights into the future of finance, highlighting how AI is revolutionizing revenue management and financial operations. While AI brings immense potential for automation, human judgment remains crucial in making strategic decisions. Follow Ali:Website: https://www.tabs.comLinkedin: https://www.linkedin.com/in/ali-hussain786/ YouTube: https://www.youtube.com/@tabsplatform Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:00] – Trailer[03:00] – Legacy Finance Systems[06:15] – Revenue Management Gaps[09:00] – How Tabs Transforms Finance[12:00] – AI in Billing & Rev Rec[15:30] – Clean Data Importance[19:00] – AI vs Human Judgment[22:30] – The Future of AI[25:00] – Complex Revenue Models[29:00] – AI Challenges in Finance[34:00] – Closing Thoughts on AI
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  AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David 29.04.2026 20мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper talk with David Ingraham, founder and CEO of HyperPerfect. David explains why AI works best in finance when it is used step by step, with clear context and human review. He also shares why Excel is still central to finance work and how better AI tools can help teams move faster without losing control.David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.In this episode, you will discover:Why finance teams are still slow to adopt AIWhy context matters when using AI in ExcelWhy AI should be treated like a teammate, not a shortcutHow breaking work into smaller steps leads to better resultsWhere AI helps most in finance todayDavid Ingraham is the founder and CEO of HyperPerfect, a company that brings AI tools into Excel. He spent nearly 20 years in private equity and has worked on deals worth more than $1 billion. He also serves as board president of Aim High, a Bay Area nonprofit that provides free summer education to students.Follow David:LinkedIn: https://www.linkedin.com/in/dsingraham/Website: https://www.hyperperfect.comFollow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:22] - David’s background[02:49] - What HyperPerfect does[06:01] - Why finance struggles with AI[07:36] - Why context matters[12:23] - What AI agents are good at today[13:08] - Using AI as a partner[17:51] - Building models step by step[19:20] - Productivity gains and closing thoughts
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  AI in Financial Modeling for Analysts to Improve Accuracy and Speed with David Ingraham 22.04.2026 38мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by David Ingraham to discuss how AI is transforming the world of finance, particularly in Excel, and why it's essential to treat AI as a partner rather than a tool to simply execute commands. David, the CEO and founder of HyperPerfect, shares his insights on the challenges and opportunities in the AI-finance intersection, including the importance of context and understanding AI’s limitations.David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.In this episode, you will discover:Why finance professionals are slow to adopt AI despite its potentialHow AI should be treated as a teammate, not a replacementWhy context is everything in AI models, especially in ExcelThe limitations of AI in finance and how to work around themDavid emphasizes that AI isn’t a shortcut; it’s most effective when used incrementally, with human oversight to ensure accurate results. He also discusses how AI can significantly increase productivity, with an efficiency gain of 15 to 20 times if used properly.Follow David:LinkedIn: https://www.linkedin.com/in/dsingraham/Website: https://www.hyperperfect.comFollow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:35] – David Ingraham Background[04:02] – AI in Finance & Accounting for Dummies[05:57] – AI as a Teammate, Not a Threat[07:09] – AI as a Thought Partner[10:01] – Why Finance Teams Struggle with AI[11:51] – Evolution of FP&A[14:30] – RevOps & Finance Alignment[16:41] – AI Use Cases in Finance[19:20] – Agentic AI & Future Direction[22:31] – Process, Data & AI Limitations[28:52] – AI Questions & Closing
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  AI is a Teammate for Finance Leaders to Replace Fear and Drive Strategic Value with Josh Schauer 15.04.2026 15мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to discuss how AI is being adopted in finance and why many teams are still hesitant. They explore the gap between knowing AI is important and actually using it, along with the challenges around data quality, risk, and accuracy expectations.Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview prior to its acquisition by insightsoftware in 2020. Josh has deep experience in FP&A, consolidation, and finance transformation, and holds a bachelor’s degree in Accounting from the University of Wisconsin–La Crosse.In this episode, you will discover:Why AI should be treated as a teammate, not a replacementHow poor data limits the value of AIPractical ways AI is used in FP&A todayHow AI improves variance analysis and scenario planningWhy finance teams need to become more proactiveJosh highlights that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While there is pressure to adopt AI, the focus should be on using it in a way that improves decisions without compromising accuracy..Follow Josh:LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/Website: https://insightsoftware.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[00:27] – Josh Schauer Background[01:33] – AI in Finance & Accounting for Dummies[04:13] – AI as a Teammate, Not a Threat[05:40] – AI as a Thought Partner[08:06] – Why Finance Teams Struggle with AI[09:46] – Evolution of FP&A[10:53] – RevOps & Finance Alignment[12:32] – Practical AI Use Cases[15:03] – Closing
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  How Finance Teams Can Overcome AI Fear and Build Real Use Cases That Work with Josh Schauer 08.04.2026 29мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to explore how AI is being adopted in finance and why many teams are still hesitant. They discuss the gap between understanding AI’s importance and actually using it, along with the challenges around data quality, risk, and expectations of accuracy.Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview before its acquisition by insightsoftware. Josh has extensive experience in FP&A, consolidation, and finance transformation, and holds a Bachelor’s degree in Accounting from the University of Wisconsin–La Crosse.In this episode, you will discover:Why are finance teams slow to adopt AI despite knowing its importanceWhy AI should be treated as a teammate, not a replacementHow poor data and broken processes limit AI’s valuePractical use cases for AI in FP&A, including variance analysisHow scenario planning can be done faster using AIJosh emphasizes that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While the pressure to adopt AI is real, the focus should be on using it in a practical way that improves decision-making and productivity without compromising accuracy.Follow Josh:LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/Website: https://insightsoftware.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:35] – Josh Schauer Background[03:02] – AI in Finance & Accounting for Dummies[05:57] – AI as a Teammate, Not a Threat[07:09] – AI as a Thought Partner[10:01] – Why Finance Teams Struggle with AI[11:51] – Evolution of FP&A[14:30] – RevOps & Finance Alignment[16:41] – AI Use Cases in Finance[19:20] – Agentic AI & Future Direction[22:31] – Process, Data & AI Limitations[28:52] – AI Questions & Closing
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  AI Governance for Board Directors to Fix Risk Exposure with Actionable Tools - Shannon Nash 01.04.2026 21мин

  In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Shannon Nash to discuss how finance roles are evolving and how AI is changing the way businesses operate. They talk about Shannon’s career journey, the importance of understanding operations, and how companies are handling AI at different levels.Shannon Nash is a CPA, attorney, and experienced C-suite leader. She has worked as CFO at companies like Wing, Reputation.com, and Inside Source. She is now a Partner at Alpha AI, focusing on AI governance for executives and boards.In this episode, you will discover:Why career paths are not linear anymoreWhy finance leaders need to understand operationsHow AI is being used across companiesThe gap between AI usage and leadership awarenessWhat CFOs need to manage when it comes to AIKey questions boards should ask about AIAI is becoming part of everyday business, but many companies are still catching up when it comes to managing it properly. Understanding where AI is used and how it’s controlled is becoming essential for leaders.Follow Shannon:LinkedIn: https://www.linkedin.com/in/shannonknash/Podcast: https://www.noboxesjustverses.com/ Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:03] – Shannon Nash Background[05:54] – Why Switching Careers Is the New Normal[09:00] – Finance Leaders & Operations Mindset[08:33] – From AI Tools to AI Strategy[14:26] – The Challenge of Catching Up with AI[20:00] – How Boards Should Approach AI Oversight
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  AI Governance for CFOs to Control Board Risk and Lead Strategic Transformation with Shannon Nash 25.03.2026 44мин

  In this episode of Future Finance, host Paul Barnhurst is joined by Glenn Hopper and special guest Shannon Nash to explore how AI is transforming the role of finance leaders and boardrooms. The conversation dives into AI adoption, governance, and the shift from traditional finance responsibilities to more strategic, decision-driven roles.Shannon Nash is a global C-suite leader, CPA, attorney, and board director with over 30 years of experience across finance, technology, and governance. She is a Partner at Alpha AI, where she helps organizations strengthen AI governance and strategic decision-making. Shannon has served as CFO at companies like Wing, Reputation.com, and Inside Source, and currently sits on multiple boards, including SoFi Bank and NetScout Systems.In this episode, you will discover:Why finance professionals must continuously retool in the age of AIHow AI is changing the role of CFOs and decision-makingThe importance of AI governance at the board levelHow to manage AI investment alongside “AI sprawl.”What key questions boards should be asking about AIAI is rapidly evolving from a tool that supports workflows to one that actively drives decisions. As Shannon highlights, this shift requires stronger governance, better alignment between leadership and operations, and a proactive approach from both CFOs and boards. The future of finance will belong to those who can balance innovation with control and strategy with execution.Follow Shannon:LinkedIn: https://www.linkedin.com/in/shannonknash/Podcast: https://www.noboxesjustverses.com/ Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[02:37] – Shannon Nash Background[04:53] – Career Journey & Non-Linearity[09:00] – Finance Leaders & Operations Mindset[11:44] – AI & Alpha AI[17:47] – AI Across Companies[24:32] – AI Governance & Board Questions[31:31] – AI in Decision-Making[35:26] – Shannon’s Podcast[42:22] – AI Questions & Closing
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  How Augmented Intelligence Will Replace AI Hype in Finance with John Thomas 18.03.2026 17мин

  In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by John Thomas Foxworthy, the founder and CEO of the Global Institute of Data Science (GIDS). John discusses the role of augmented intelligence in the future of AI, particularly in finance, and shares his insights from his book The Augmented Intelligence Revolution: How Leaders Win in the AI Century.John Thomas is the Founder and CEO of the Global Institute of Data Science (GIDS), a consulting and professional development organization focused on helping organizations successfully implement AI and data science initiatives. He serves as a Fractional Chief AI Officer for Fortune 500 companies and teaches AI and machine learning courses at Caltech CTME and UC San Diego Extended Studies.In this episode, you will discover:The role of augmented intelligence in financeHow GIDS helps companies implement AIOvercoming AI adoption challenges and cognitive biasesThe evolution of machine learning and AI terminologyHow AI enhances decision-making and operations in financeJohn highlights how the rapid evolution of AI can create challenges in its adoption, especially within complex industries like finance. The Global Institute of Data Science addresses these issues by focusing on feasibility studies, AI strategy, and tackling cognitive biases, ensuring the successful integration of AI in business operations.Follow John:GIDS: https://gidsco.substack.comLinkedIn: https://www.linkedin.com/in/john-thomas-foxworthy-m-s-data-science-1718073/Future Alpha Event: https://www.alphaevents.com/events-futurealphaglobal/agenda-page/filter?_gl=1*1j0347f*[…]ovIhoCWOYQAvD_BwE&gbraid=0AAAAAomEzrlLzh-epjUJjbfXNnASlChgaFollow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today’s Episode:[01:50] – John’s Background and Expertise[03:11] – The Augmented Intelligence Revolution[05:40] – Machine Learning vs. Augmented Intelligence[08:45] – The Global Institute of Data Science[11:04] – Feasibility Studies in AI Projects[15:17] – Managing AI Expectations[17:18] – Closing Thoughts and Book Release