The FP&A Guy Network

Epizody

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  Automating Financial Workflows and the Role of Human Judgment with Albert Lee 23.07.2026 41min

  In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption.Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities.Expect to Learn:Why AI should be your finance copilotHow to build trusted AI workflowsWhen to use AI vs. Power QueryBest practices for secure AI adoptionKey skills for the future of FP&AHere are a few relevant quotes from the episode:"A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee"The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert LeeAlbert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships.Follow Albert:Website - https://axiomfpa.com/LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] – Trailer[02:14] – Meet Albert Lee[03:34] – Why Copilot?[05:27] – AI Automation Journey[09:47] – AI Training & Coaching[19:51] – AI Challenges[23:50] – AI Workflows[28:18] – AI Governance[31:23] – AI's Strengths & Limits[39:40] – Career Advice & Wrap-up
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  Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower 22.07.2026 21min

  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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  The Human Financial Modeler: AI insights from 60+ global experts 21.07.2026 47min

  In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Ian Schnoor, Executive Director of the Financial Modeling Institute. They discuss the future of financial modeling in the age of AI, with a focus on how modelers are using AI today, where human judgment still matters, and what governance, ethics, and skill development look like going forward.Expect to Learn:Why communication skills are critical for financial modelersHow to build models as flexible systems instead of one-time solutionsHow Excel Esports helps students develop real-world modeling skillsHow competitions can improve financial modeling educationHere are a few quotes from the episode:"86% of the council members are using AI for modeling tasks" – Ian Schnoor"The shift, there will be a shift, of course, from construction to judgement" – Ian SchnoorIan Schnoor shares why AI should enhance, not replace, human expertise in financial modeling, emphasizing judgment, governance, and strong foundational skills. He also offers practical career advice for aspiring modelers and highlights why mastering the fundamentals remains essential in an AI-driven future. Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqWIn Today’s Episode:[00:00] –Trailer[03:25] – Ian’s Modeling Journey[06:20] – Building Modeling Skills[09:59] – Global Leadership Council Report[14:40] – AI Use in Financial Modeling[21:31] – Human Judgment in Modeling[26:09] – Trust and AI Governance[30:11] – Ethics and the Future of Modeling[44:14] – Final Thoughts on Modeling Careers
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  The Dennis Rodman Paradox And How CFOs Can Protect Irreplaceable Specialists With Jack McCullough 16.07.2026 46min

  In this Episode of FP&A Unlocked, host Paul Barnhurst features returning guest Jack McCullough, founder of the CFO Leadership Council, for a conversation about The Rodman Paradox and what it means for FP&A teams. The discussion explores how specialists can create outsized value, how leaders should recognise them, and how to manage them without turning them into the wrong kind of generalist.Jack McCullough is the founder and president of the CFO Leadership Council, a professional community he built to empower senior financial executives through peer learning and collaboration. Over the course of his career, Jack has served as chief financial officer for twenty-six companies, leading not only finance but also business development, HR, and IT functions.Expect to Learn:Build FP&A teams with the three Cs: communication, curiosity, courage.Rare specialists can outperform broad generalists.Spot true critical specialists vs. those who just seem important.Find hidden influence by who people turn to in crises.Avoid promoting specialists away from their best work.Here are a few relevant quotes from the episode:You want to encourage a culture of what I call the three Cs, which are communications, curiosity, and courage." – Jack McCullough"The Rodman paradox is there might be people that on the surface seem like they have a limited skillset, but because there are so few people who can do it well, they may actually be more important to your organisational success than executives." – Jack McCulloughJack brings the perspective of a seasoned CFO, author, and adviser who has spent years thinking about financial leadership, specialist talent, and the skills that matter most in modern finance.Follow Jack:Website - https://cfoleadershipcouncil.com/LinkedIn - https://www.linkedin.com/in/jackmcculloughcfo/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] – Trailer[01:42] – Jack shares the coming book The Rodman Paradox[05:56] – The three Cs for strong FP&A teams[07:27] – Why the book is about specialists, not basketball[13:15] – How to spot a Rodman through influence and crisis[20:19] – Managing specialists through motivation and bureaucracy[30:05] – AI may increase the value of specialists[33:42] – Career advice for future CFOs and FP&A leaders[40:57] – Reflecting on the ultimate interview opportunities[45:57] – Wrap-up
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  How to Align Marketing and Finance and Fix the Plumbing Problem with Alex Brower 15.07.2026 44min

  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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  Building Financial Modeling Skills While Playing an E-Sport Game with Professor Eric Kelley 14.07.2026 45min

  In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Dr. Eric Kelley, finance professor, Microsoft Excel MVP, and financial modeling educator, to discuss how financial modeling education is evolving through Excel Esports and hands-on learning. Eric shares how he uses competitions, real-world cases, and structured modeling techniques to help students build stronger financial modeling skills, think in systems, and create models that support better decision-making.Dr. Eric Kelley is a finance professor at the University of Tennessee’s Haslam College of Business, where he teaches finance at the undergraduate, MBA, and PhD levels. He is a Microsoft Excel MVP and faculty fellow with the Microsoft Excel Collegiate Challenge. Eric focuses on developing integrated financial modeling education, helping students build scalable models through innovative techniques and competitive Excel-based learning.Expect to Learn:Why communication skills are critical for financial modelersHow to build models as flexible systems instead of one-time solutionsHow Excel Esports helps students develop real-world modeling skillsHow competitions can improve financial modeling educationHere are a few quotes from the episode:"At the end of the day, we've got to be able to communicate. We've got to be able to tell stories." - Eric Kelley"You're not trying to find a loan payment. You're trying to build a system that is going to take in a flexible set of inputs and generate a loan payment as an output." - Eric KelleyEric Kelley shares how financial modeling education can move beyond traditional instruction by combining technical skills, communication, and competitive problem-solving. Through Excel Esports and structured case-based learning, he helps students understand that strong models are not just about getting the right answer, but about building systems that can adapt, scale, and support decisions.Follow Eric:LinkedIn: https://www.linkedin.com/in/ekkell/Youtube: https://www.youtube.com/@erickelley5900Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqWIn Today’s Episode:[00:00] – Trailer[04:33] – The Importance of Communication Skills[09:12] – Discovering Excel Esports[11:35] – Competing Under Pressure[13:01] – Coaching Future Financial Modelers[16:36] – Bringing Financial Modeling Into the Classroom[23:51] – Building Excel Esports Cases[32:00] – Students’ Biggest Modeling Breakthroughs[36:23] – Advice for Aspiring Modelers[38:10] – Excel Rapid Fire Questions[43:33] – Final Advice on Learning Financial Modeling
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  The Pricing Psychology for Leaders to Stop Underpricing and Understand Value with Etinosa 09.07.2026 59min

  In this episode of FP&A Unlocked, Paul Barnhurst sits down with Etinosa Agbonlahor, behavioral economist and Founder & CEO of Decision Alpha, to discuss why pricing is one of the biggest drivers of business success. They explore how customer psychology influences pricing, why many companies underprice their products, and how FP&A can play a more strategic role in pricing decisions.Etinosa Agbonlahor is a behavioral economist and pricing strategist who helps businesses improve pricing through behavioral science and customer insights. As Founder & CEO of Decision Alpha, she has advised organizations across the US, Australia, Africa, and the UK on pricing, customer behavior, and growth. She is also the author of How to Talk to Your Parents About Money.Expect to Learn:Why most businesses underprice their productsHow customer psychology influences pricingThe role of FP&A in pricing strategyWhen outcome-based pricing works bestWhy storytelling makes data more impactfulHere are a few relevant quotes from the episode:"The problem with underpricing is that no one is going to tell you you're underpriced." – Etinosa Agbonlahor"People don't walk around knowing what your product should cost, they infer your value from your price." – Etinosa AgbonlahorEtinosa shares practical strategies for improving pricing through customer research, behavioral economics, and data-driven decision-making. This episode is ideal for FP&A professionals, finance leaders, and business owners looking to build stronger pricing strategies. Follow Etinosa:Website - https://playbook.decisionalpha.co/LinkedIn - https://www.linkedin.com/in/etinosasere/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode[00:00] – Trailer[05:18] – What Great FP&A Looks Like[06:12] – Why Pricing Drives Business Success [10:03] – Why Businesses Underprice[17:23] – Customer Segmentation[24:02] – FP&A and Pricing[29:28] – Behavioral Pricing Framework[34:12] – AI & Outcome-Based Pricing[46:05] – Data Storytelling[57:02] – Final Advice
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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 19min

  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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  AI Financial Modeling Test for Finance Pros to Understand the Limitations Using Real Tool Comparison 07.07.2026 38min

  In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male put today's leading AI tools to the test in a live financial modeling "bake-off." Using the same modeling case and prompts, they compare ChatGPT, Claude, and Copilot to see how well each tool builds a financial model. The discussion highlights the progress AI has made, where it still falls short, and why financial modeling expertise remains essential.Expect to Learn:How ChatGPT, Claude, and Copilot perform on the same financial modeling taskThe strengths and weaknesses of AI-generated financial modelsWhy AI-generated models still require careful review and testingHow custom instructions and skills can improve AI outputsWhy financial modeling knowledge is still critical in an AI-driven worldHere are a few quotes from the episode:"People are trying to do their jobs and keep up with AI at the same time. It's exhausting." – Ian Schnoor"AI is a magnifier, not a replacement for financial modeling skills." – Paul BarnhurstAI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly.Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/Follow Giles:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/In today’s episode:[00:00] – Trailer[03:30] – AI Fatigue & Keeping Up[05:48] – The Modeling Challenge[08:41] – ChatGPT Results[17:57] – Claude Results[27:33] – Copilot Results[30:36] – Human Review Still Matters[33:18] – How AI Has Improved[36:10] – Better Results with Custom Skills[37:08] – Final Verdict & Key Takeaways
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  I Would Never Let AI Touch a Number and what to do about that with Alok Ajmera 02.07.2026 52min

  In this episode of FP&A Unlocked, Paul Barnhurst sits down with Alok Ajmera, CEO of Prophix, to explore how AI is reshaping FP&A, financial planning, and enterprise decision-making. Alok explains how modern finance teams are evolving from spreadsheet-heavy workflows to AI-enabled systems, while still relying on structured data, deterministic processes, and human oversight to maintain accuracy and trust in financial outputs.Alok Ajmera is the CEO of Prophix, a leading financial performance management platform helping CFO organizations modernize planning, budgeting, and forecasting. With over 22 years at Prophix, he has supported more than 3,000 finance teams globally in transforming how they close, consolidate, and plan. Alok has led the evolution of FP&A systems from spreadsheet-first to system-first, and now toward AI-enabled finance operations.Expect to Learn:What makes FP&A a true force multiplier inside organizationsHow data stewardship, collaboration, and forecasting define great finance teamsWhy AI must stay deterministic when handling financial calculationsThe difference between probabilistic AI and structured finance systemsHow AI agents support FP&A without replacing financial controlHere are a few relevant quotes from the episode:"The biggest opportunity is to take inefficient manual workflows and simplify them with AI agents, delivering value quickly while building confidence in the team." – Alok Ajmera"AI democratizes capabilities, but there must be governance and discipline. It’s easy to build things, but maintaining them is hard." – Alok AjmeraAlok explains that while AI is transforming FP&A through speed and automation, the core of finance still depends on structured systems, clean data, and human judgment. He emphasizes that the future of finance is a hybrid model where AI enhances productivity while finance leaders maintain control, context, and strategic oversight.Follow Alok:Website - www.prophix.comLinkedIn - https://www.linkedin.com/in/alok-ajmera-93896617/ YouTube - https://www.youtube.com/@prophix Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] – Trailer[04:10] – What great FP&A looks like[09:13] – Revenue and qualitative goals[18:38] – Why AI in FP&A needs structure[29:36] – AI in forecasting and planning[33:45] – Risks, governance, and AI sprawl[45:40] – Soft skills in FP&A[49:11] – Travel and personal reflections[51:25] – Closing thoughts
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  How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan 01.07.2026 35min

  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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  Spatial Finance: How Satellite Data Is Enhancing Financial Models, with Jorge Rojas 30.06.2026 47min

  In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Jorge Rojas, finance professor, consultant, and Advanced Financial Modeler, to explore how emerging technologies are reshaping financial modeling. Jorge shares insights from his latest research on spatial finance and Earth observation data, explaining how satellite imagery, AI, and alternative data sources are transforming forecasting, investment analysis, ESG reporting, and risk management. Jorge Rojas is a finance professor, consultant, CFA Charterholder, and Advanced Financial Modeler (AFM) with a PhD in Finance from Tulane University, where he also serves as an Adjunct Professor. He has taught finance across the United States, Europe, Asia, and Latin America, and is the author of several books on corporate finance, risk management, and financial modeling Expect to Learn:How satellite data can improve financial forecastingWhy Monte Carlo simulation is useful for decision-makingPractical applications of spatial financeTips for building reliable financial modelsAdvice for developing your financial modeling skillsHere are a few quotes from the episode:"Most useful financial models should be forward-looking and based on current information." - Jorge Rojas"Build your model as automated as possible. It takes more time upfront, but it will save you time later." - Jorge RojasJorge Rojas shares practical insights on building stronger financial models by combining sound modeling principles with modern data sources and risk analysis techniques. Whether you're new to financial modeling or an experienced professional, this episode offers valuable lessons to help you make better-informed financial decisions. Follow Jorge:Linkedin: https://www.linkedin.com/in/jorgerojasphdcfa/Company: https://orcid.org/0009-0002-4136-7995Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqWIn Today’s Episode:[00:00] – Trailer[03:08] – Financial Modeling Horror Story[04:35] – Why Jorge Enjoys Teaching[07:38] – CFA & AFM Certifications[12:18] – Introduction to Spatial Finance[17:01] – Satellite Data in Finance[25:41] – Monte Carlo Simulation[32:20] – Modeling Agricultural Risk[37:57] – Rapid Fire Questions[45:29] – Advice for Financial Modelers
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  Interim FP&A, What it is, and Why it is A Growing Career Path With Tim Stalkamp 25.06.2026 55min

  In this episode of FP&A Unlocked, Paul Barnhurst sits down with Tim Stallkamp, Senior Managing Director at Riveron, alongside co-host Glenn Snyder. Tim shares insights on interim management and how it is reshaping finance leadership by helping companies fill critical gaps, accelerate value creation, and bring experienced finance leaders into organizations during transition periods.Tim Stallkamp is a Senior Managing Director and the leader of Riveron’s Interim Management practice. He is a seasoned turnaround executive who provides interim management and turnaround management services to distressed and under-performing businesses. Tim has led turnarounds as interim chief executive officer (CEO), chief restructuring officer (CRO), chief transformation officer (CTO), and chief financial officer (CFO). Expect to Learn:Why private equity is driving demand for interim finance leadersWhat makes a strong interim FP&A and finance professionalWhy broad, cross-industry experience matters more than narrow expertiseHow interim leaders create value from day oneThe importance of clear scope and alignment in engagementsHere are a few relevant quotes from the episode:"Interim management isn’t about replacing people; it’s about supplementing leadership to create value faster and help teams reach their full potential." – Tim Stallkamp"The more experiences an individual has across industries and roles, the more effective they are in interim management. Breadth of expertise is key." – Tim StallkampTim explains how interim management is reshaping finance leadership by bringing experienced professionals into organizations during critical transitions. These leaders not only fill gaps but also help improve processes, guide decision-making, and leave companies stronger than before.Follow Tim:LinkedIn: https://www.linkedin.com/in/tim-stallkamp-537b0317/Company: https://riveron.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] - Trailer[05:06] - What interim management is[07:42] - Why it’s growing[09:13] - Value creation in leadership[13:12] - Defining scope clearly[17:58] - Alignment in engagements[26:11] - Types of interim roles[37:14] - Systems vs skills[42:55] - Private equity decision-making[50:42] - Final thoughts
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  AI in Finance for CFOs to Stop Reporting Work and Drive Profit Decisions with Ron Nachum 24.06.2026 18min

  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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  AI in Financial Modeling: Better Than Ever, Still Not There, and the Fatigue Factor 23.06.2026 1h 6min

  In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modeling. They discuss what works, what doesn’t, and how finance professionals can best use AI today. From testing different AI tools to running a “bake-off” on a real financial model, the conversation highlights the practical challenges, hallucinations, and creative approaches to working with AI in FP&A. Expect to LearnWhere AI actually adds value in modeling and finance workflowsWhy AI outputs still need careful checking and guidanceHow different AI tools compare when building real modelsWhy instructions, structure, and human oversight improve AI resultsHere are a few quotes from the episode:“Most companies don’t have AI governance yet, and that’s where real risk comes in.” - Ian Schnoor“Automation is great, but you still need to audit and understand every step.” - Giles Male AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian:LinkedIn - https://www.linkedin.com/in/ianschnoor/Follow Giles:LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/In today’s episode: [00:05] – Trailer[03:06] – AI Progress Update[05:00] – Mental Load & AI Pace[08:03] – Busting AI Hype[12:30] – Training & Business Demands[17:57] – AI “Eye of the Storm”[24:13] – Testing AI Models[30:52] – Fixing vs Building AI Models[35:15] – Challenging Misleading AI Claims[38:41] – Improving AI with Instructions[42:59] – Final Thoughts & Takeaways
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  How AI is Being Used to Make Better Decisions and Build Faster Models with Nicholas Moen 18.06.2026 46min

  In this episode of FP&A Unlocked, Paul Barnhurst sits down with Nicholas Moen, CMA and Director of Finance at Section, an AI software company. Nicholas shares insights on leveraging AI in FP&A to streamline financial modeling, automate workflows, improve decision-making, and build high-performing teams. He discusses practical strategies for training finance teams, balancing human oversight with AI automation, and applying FP&A insights to drive operational impact in enterprise organizations.Nicholas Moen is a CMA and finance leader at Section, where he reinvents finance through AI, helping organizations build AI-powered workflows at scale. Based in Franklin, Pennsylvania, Nicholas specializes in leveraging AI to streamline FP&A processes, automate workflows, and empower finance teams to focus on strategic decision-making.Expect to Learn:How AI frees FP&A teams from manual workAutomating reports, spreadsheets, and workflowsTraining and empowering teams on AI toolsKey FP&A skills: business partnering, listening, and data understandingHere are a few relevant quotes from the episode:"Context is everything. Using AI to capture meeting insights and key assumptions helps teams make smarter, faster decisions." - Nicholas Moen"A strong FP&A professional understands both data structures and business partnering, skills that AI cannot replace." - Nicholas MoenNicholas Moen demonstrates how AI is reshaping the role of FP&A, allowing teams to focus on strategic decision-making instead of manual tasks. By leveraging tools like Claude and Lovable, finance professionals can automate workflows, build models faster, and make more informed business decisions.Follow Nicholas:LinkedIn: https://www.linkedin.com/in/nicholas-moen-320a11106/Substack: https://substack.com/@runningfinanceEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:56] – What great FP&A looks like today[05:14] – Automating spreadsheets with Claude[14:31] – Building micro-apps with Lovable[17:58] – Commission automation[21:26] – Doing analysis on the go[30:12] – Low-hanging AI wins for FP&A[33:58] – Training and knowledge sharing[38:41] – Top soft and technical skills[41:35] – Personal side: music and hobbies[45:53] – How to connect with Nicholas
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  How Companies Are Losing Millions While Being Data Rich with Ron Nachum 17.06.2026 50min

  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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  The Language and Excel Problem Stopping AI from Fixing Financial Modeling with John Yeldham 16.06.2026 18min

  In this episode of Financial Modelers Corner, Paul Barnhurst talks with John Yeldham, founder of Lodeum, about building trust in Excel models, standardizing modeling language, and creating modular, scalable models. John shares his experience leading financial modelers and using advanced Excel features like Lambda functions and dynamic arrays. Expect to Learn:Standardize language to improve clarity and collaborationUse modular blocks to make models understandable and trustedLeverage advanced Excel functions carefully for scalable, auditable modelsOnline training through Lodeum allows flexible global learningHere are a few quotes from the episode:"If standards could be introduced for language, it allows financial modeling knowledge to be shared and scaled beyond individual experts." - John Yeldham"The role of a modeler is evolving from just churning out numbers to creating reusable, understandable modules." - John YeldhamJohn provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses. Follow John:Company: https://www.linkedin.com/company/lodeum/LinkedIn: https://www.linkedin.com/in/johnyeldham/Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqWIn Today’s Episode:[02:14] – Worst Model Horror Story[04:09] – Communication & Language Challenges[11:55] – Standardizing Language & AI Integration[14:43] – Online Training & Lodeum Platform[24:25] – Lambda Functions & Dynamic Arrays[39:42] – Rapid Fire Opinions[16:32] – Advice for Becoming a Better Modeler[18:07] – How to Connect
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  Developing Business Acumen necessary to become a strategic business partner with Robert Blanding 11.06.2026 56min

  In this episode of FP&A Unlocked, Paul Barnhurst sits down with Robert Blanding, an experienced finance and operations leader in the ag-tech sector. Robert shares insights on building high-performing FP&A teams, partnering effectively with accounting, developing financial acumen, and applying strategic finance to drive operational impact in global businesses.Robert Blanding is the Chief Financial Officer at Fall Creek, a global leader in the Ag-Tech sector. He brings extensive experience in finance and operations from 18 years at Intel and leadership roles across industrial manufacturing, technology, and ag-tech companies. Robert combines strategic financial leadership with a focus on innovation, long-term business growth, and developing high-performing teams.Expect to Learn:What great FP&A looks like and the importance of business acumenHow to develop strong partnerships between FP&A and accountingStrategies for building high-performing, empowered finance teamsNavigating systems, processes, and technology challenges in FP&AHere are a few relevant quotes from the episode:"It starts with being connected to the business, having strong acumen, and being consulted by stakeholders." – Robert Blanding"Investing in relationships outside of crisis is critical to getting support from accounting and operations." – Robert BlandingRobert shares practical insights for FP&A professionals and aspiring CFOs, emphasizing the importance of business acumen, strong partnerships with accounting, creative problem-solving, and developing high-performing teams.Follow Robert:LinkedIn: https://www.linkedin.com/in/rfb19/Company Website: https://www.fallcreeknursery.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] – Trailer[03:55] – Defining Great FP&A[07:39] – Career Path & First CFO Role[17:49] – Fall Creek & Ag-Tech Overview[21:18] – Importance of FP&A & Accounting Partnership[32:23] – Creative Problem Solving & Process Improvement[38:59] – Challenges in Building High-Performing Teams[45:32] – Advice for Aspiring CFOs[49:11] – Top Technical Skill for FP&A Professionals[52:50] – Personal Interests & Basketball[56:12] – How to Connect with Robert
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  AI Strategy for CFOs: Manage AI Like an Investment Portfolio and Prove ROI with Dave Trier 10.06.2026 21min

  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