FP&A Unlocked

Episodes

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  What Finance Gets Wrong About Sales Compensation with Josh Miller 29.10.2026 1h 11m

  In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Josh Miller to discuss effective sales compensation plans, aligning incentives with business goals, and avoiding common commission mistakes. They also explore balancing base salary and variable pay, setting realistic quotas, and improving collaboration between finance and sales teams.Josh Miller is the Head of Sales Compensation at CVS Health and Managing Principal at OnTarget Incentives, LLC. With over 20 years of experience in sales compensation, he is a Certified Sales Compensation Professional (CSCP) through WorldatWork and a frequent writer and speaker on industry best practices. He holds bachelor's and master's degrees from Arizona State University.Expect to Learn:How to design sales compensation plans that drive the right behaviors.Why finance, HR, and sales teams must collaborate.How to balance base salary and variable pay.Why commission caps and unrealistic quotas can discourage salespeople.How to avoid common sales compensation mistakes.Here are a few relevant quotes from the episode:“I'm definitely not a fan of overall payout caps.” - Josh Miller“You want it to be as clear and simple as possible, and that does not happen by default.” - Josh MillerJosh explains why successful compensation plans start with clear sales responsibilities and realistic incentives. He also shares how simple plan structures, fair performance targets, and cross-functional collaboration can improve sales performance and prevent costly mistakes.Follow Josh:Website: ontargetincentives.comLinkedIn: https://www.linkedin.com/in/jmilleraz/Follow Glenn:LinkedIn: https://linkedin.com/in/glenntsnyderDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Explore Lineos Reporting Intelligence:Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.Watch the Reporting Intelligence demo:https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1Earn Your CPE CreditFor 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[01:17] - Hard Coded Opinion[06:04] - Introduction to Josh Miller[07:27] - What is a great FP&A?[12:43] - Structuring Sales Compensation Teams[17:18] - Sales Compensation Plan Design[26:28] - Commission Sharing & Pay Structures[34:49] - Compensating New Salespeople[46:09] - Commission Payment Timing[59:49] - Sales Compensation Resources[01:07:24] - Closing Remarks & Thanks
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  Why Understanding Data is a Critical FP&A Skill with Mark Proctor 22.10.2026 59m

  In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Mark Proctor to discuss why finance teams struggle with automation, how better data practices can improve reporting, and why FP&A professionals need to think beyond traditional Excel methods. Mark also shares his approach to using AI, building efficient processes, and creating more time for strategic business partnering.Mark Proctor is the Director of Twenty Seven Solutions Limited, a Microsoft Most Valuable Professional (MVP), and the creator of Excel Off the Grid and Finance Team Accelerator. With 25 years of experience across accounting, financial reporting, FP&A, and business partnering, he helps finance professionals automate repetitive tasks, improve their Excel skills, and build more efficient processes.Expect to Learn:Why data skills are essential for modern FP&A professionals.How better data structures can reduce manual Excel work.Why end-to-end processes matter more than individual Excel features.How to use AI effectively without relying on it for everything.Why curiosity and influence are important for business partnering.Here are a few relevant quotes from the episode:“AI cannot fix it all for you. But that doesn't mean we shouldn't use AI.” - Mark Proctor“The one piece of advice I would give is the first normal form inside a table in Excel.” - Mark ProctorMark explains why finance teams need to move beyond manual spreadsheets and adopt a data-first approach. By building better processes and using tools such as Power Query and Power Pivot, FP&A professionals can save time, improve reporting, and focus more on supporting business decisions.Follow Mark:LinkedIn: https://www.linkedin.com/in/markstephenproctor/Website: https://exceloffthegrid.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Explore Lineos Reporting Intelligence:Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.Watch the Reporting Intelligence demo:https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] - Introduction[04:50] - Defining Great FP&A[07:17] - Journey Into Accounting[16:21] - AI in Finance[22:32] - Data Challenges in Finance[28:17] - Rethinking Excel[31:30] - Data-Driven Processes[38:24] - File Management & Version Control[42:45] - Structured Data Basics[45:44] - Improving Finance Processes[50:29] - Essential FP&A Skills[55:47] - Closing Remarks & Thanks
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  Trust and Leadership Lessons for FP&A From 100+ Top Leaders with CFO Jon Laudie 15.10.2026 1h 2m

  In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Jon Laudie to discuss how FP&A can become a critical business function, why finance and operations need to work together, and how FP&A can prepare professionals for senior leadership. Jon also shares what he has learned from serving as both President and CFO of Zerorez and how that experience has changed his approach to leadership.Jon Laudie is the President and CFO of Zerorez. He began his career in M&A and valuation before moving into corporate and operational FP&A roles at technology and consumer companies. His experience also includes investor relations, M&A integration, and building FP&A capabilities. Jon is also the co-author of Roots, Relationships and Results.Expect to Learn:How to build an FP&A function that the business values and trusts.Why change management is critical to FP&A transformation.How FP&A can prepare professionals for operational leadership.Why trust and relationships are essential to effective leadership.Which technical and soft skills can help FP&A professionals become CFOs.Here are a few relevant quotes from the episode:“If you're not bringing the people along with you, the change management is nearly impossible and FP&A is not going to be successful.” - Jon Laudie“You have to be a strategic partner at the executive table.” - Jon LaudieJon explains that successful FP&A transformation starts by meeting the business where it is rather than immediately pushing best practices. Building trust through better data, visibility, and useful insights creates a foundation for more advanced planning and forecasting.Follow Jon:LinkedIn: https://www.linkedin.com/in/jonlaudie/Website: rootsrelationshipsresults.comDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Explore Lineos Reporting Intelligence:Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.Watch the Reporting Intelligence demo:https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1Earn Your CPE CreditFor 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] - Finance Meets Operations[01:32] - Jon’s Career Journey[05:41] - Building FP&A at Zerorez[10:19] - Change Management[16:26] - President & CFO[24:13] - Finance & Operations[31:52] - Writing the Book[34:32] - Leadership Lessons[42:48] - Trust & Relationships[51:18] - The “As Soon As” Trap[56:46] - Skills for Future CFOs[59:33] - Rapid Fire & Closing Thoughts
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  Will AI Replace Enterprise Performance Management? | David den Boer 08.10.2026 49m

  In this episode of FP&A Unlocked, host Paul Barnhurst sits down with David Den Boer to debate the future of enterprise performance management, Excel, and AI. They explore whether traditional EPM platforms are being disrupted, how AI could reshape forecasting and finance workflows, and why governance, transparency, and accountability still matter.David Den Boer is the CEO and Founder of Column5 Consulting and Darwin Analytics. He began his career as an EPM administrator at a Fortune 500 company and later worked with OutlookSoft, which was acquired by SAP and became part of SAP BPC. With more than 20 years of experience in EPM, David works with large enterprises on performance management and develops practical solutions designed to help organizations get more value from their EPM environments.Expect to Learn:Why Excel and EPM platforms may be harder to replace than expected.How AI is changing the build-versus-buy decision for finance technology.Where AI can support forecasting without removing human accountability.Why reproducibility, auditability, and governance still matter.How finance teams should balance AI innovation with existing EPM systems.Here are a few relevant quotes from the episode:“There’s really no benefit to avoiding Excel.” - David Den Boer“Everyone has to have an AI strategy as far out as they can see, which might be six months.” - David Den BoerDavid explains that AI can significantly reduce the cost of building and extending finance solutions, but large organizations still need deterministic calculations, multi-user workflows, auditability, and clear accountability.Follow David:LinkedIn: https://www.linkedin.com/in/daviddenboer/Website: https://column5.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Explore Lineos Reporting Intelligence:Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.Watch the Reporting Intelligence demo:https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1 Earn Your CPE CreditFor 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[03:46] - What Great FP&A Looks Like[04:08] - Is Excel Dead?[06:50] - Is EPM Dead?[14:18] - Build vs. Buy[18:40] - AI-Led Forecasting[26:22] - Reproducibility & Auditability[31:33] - The Cost of Change[39:06] - AI & EPM Together[45:24] - Skills & Closing Thoughts
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  When AI Does the Analysis, What Makes an FP&A Professional Valuable with Valerie Martin 01.10.2026 52m

  In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why greater efficiency does not automatically create greater value and how finance teams can use AI without losing judgment, context, or trust with the business.Valerie Martin is a Finance Executive specializing in FP&A and strategic finance, with experience across GTM, SaaS, AI, and value creation. A former Autodesk finance leader and San Francisco FP&A Board Ambassador, Valerie brings extensive experience in business partnering, finance transformation, and helping organizations make better strategic decisions.Expect to Learn:Why AI efficiency does not always create more value.How AI is changing the skills FP&A teams need.Why judgment and business context still matter.How leaders should rethink training and development.Why communication and trust remain critical in FP&A.Here are a few relevant quotes from the episode:“AI could help us get the answer faster, but you can't outsource accountability.” - Valerie Martin“The measurement is about the value, not the production.” - Glenn SnyderValerie explains that AI can automate variance analysis, reporting, data cleanup, and other repetitive work, but faster production is only useful if teams turn that saved time into greater business value. As AI takes on more technical work, FP&A professionals need to strengthen their judgment, curiosity, business acumen, and communication skills.Follow Valerie:LinkedIn: https://www.linkedin.com/in/valerie-martin-342878/Email: valsoniamartin@gmail.comFollow Glenn:LinkedIn: linkedin.com/in/glenntsnyderDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Explore Lineos Reporting Intelligence:Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.Watch the Reporting Intelligence demo:https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1Earn Your CPE CreditFor 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[01:17] - Hard-Coded Opinion[04:54] - How AI Is Changing FP&A Skills[06:16] - Where AI Adds the Most Value[13:51] - When AI Efficiency Doesn't Create Value[15:03] - Judgment, Context & Accountability[19:46] - Redesigning FP&A Work for AI[20:51] - Why Communication Still Matters[27:35] - Turning Saved Time Into Greater Value[34:20] - What Differentiates Finance in the AI Era[41:22] - How FP&A Professionals Stay Valuable[46:27] - Closing & CPE Information
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  The Three Foundations of Strategic FP&A with Chithra Rajagopalan 24.09.2026 1h

  In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Chithra Rajagopalan, Head of Finance at Obsidian Security, to discuss what great FP&A looks like in high-growth companies, why strong data foundations matter, and how finance teams can become more strategic business partners. Chithra shares lessons from scaling finance teams, supporting hypergrowth companies, and using data to influence better decisions.Chithra Rajagopalan is a finance leader with experience across high-growth SaaS and AI security companies. She currently serves as Head of Finance at Obsidian Security, where she oversees financial strategy and operations. Her previous roles include finance leadership positions at Glue, ClickUp, and People.ai, following earlier experience at Deloitte and Ernst & Young.Expect to Learn:Why great FP&A goes beyond reporting.How strong data foundations support better decisions.What finance teams need during hypergrowth.How AI is changing finance roles and workflows.Why cybersecurity matters when finance adopts AI.Here are a few relevant quotes from the episode:“Accounting is always going to give you exposure to what already happened. You still need a strong FP&A partner to know what to do in the future.” - Chithra Rajagopalan“You can have as much data as you want, but if you don’t utilize it to make decisions, surface risk, or hold people accountable, it’s pointless.” - Chithra RajagopalanChithra explains that strong FP&A starts with reliable data, business understanding, communication, and the ability to prioritize what actually moves the business forward. For finance professionals, the growing use of AI also means shifting from task execution toward an orchestration mindset, where teams understand systems, workflows, automation, and business strategy rather than simply producing reports.Follow Chithra:LinkedIn: linkedin.com/in/chithra-rajagopalan-mbaWebsite: https://www.obsidiansecurity.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode:[00:00] - Trailer[05:07] - What Great FP&A Looks Like[11:16] - Building Finance During Hypergrowth[15:19] - Creating a Culture of Data[17:52] - Three Foundations of Strong FP&A Teams[29:31] - Inside Obsidian Security[34:38] - AI, Finance & Cybersecurity[39:42] - Moving Beyond AI Hype[44:43] - Why Finance Needs AI Guardrails[47:24] - The Skills FP&A Professionals Need[50:01] - The Future of Finance Teams[57:08] - Why Startup Chaos Builds Better Leaders[59:15] - Closing Thoughts
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  Are You Solving Business Problems or Just Reporting Numbers? with Eric Alexander 17.09.2026 50m

  In this episode of FP&A Unlocked, Paul Barnhurst speaks with Eric Alexander about building effective FP&A functions, developing business acumen, and preparing finance professionals for leadership. Eric explains why finance teams need to look beyond the numbers, understand the business, communicate effectively, and develop the leadership skills needed to create greater impact.Eric Alexander is the President of Six Arrows Consulting and an advisor, speaker, and author with nearly 40 years of financial management experience, including 20 years in CFO roles. He served as CFO of Happy State Bank and now provides leadership development, strategic planning, finance function, and advisory services to community banks and mid-market companies. He is also the author of Stewardship Leadership for Stinking Accountants: Serving as the CFO.Expect to Learn:Why business understanding matters beyond technical skills.How to build a stronger FP&A function.Why CFOs need leadership and communication skills.How to make better decisions through constructive disagreement.Why stewardship is essential to effective finance leadership.Here are a few relevant quotes from the episode:"Numbers that are done correctly relative to the business issue and then communicated well... that's good FP&A." - Eric Alexander"If I live in my little silo by myself and ignore the effects upstream and downstream, I'm missing opportunities." - Eric AlexanderEric emphasizes that strong finance professionals need more than technical expertise. They must understand the business behind the numbers, communicate their insights, collaborate across functions, and help leaders make better decisions. As professionals move toward CFO roles, leadership, strategy, communication, and stewardship become increasingly importantFollow Eric:LinkedIn: https://www.linkedin.com/in/eric-alexander-sixarrowsconsulting/Website: https://ericralexander.com/Company: https://sixarrowsconsulting.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] - Trailer[03:55] - What Great FP&A Looks Like[04:47] - Building a Strong FP&A Function[07:43] - Understanding the Business Behind the Numbers[09:23] - Building Business Acumen[13:39] - Moving From Accounting to FP&A[16:19] - The Path to CFO[20:31] - Leadership & Constructive Disagreement[26:06] - Pre-Mortems & Better Decisions[30:03] - Point Estimates vs. Ranges[38:10] - Stewardship Leadership & The CFO Role[43:57] - Technical & Human Skills for FP&A[46:19] - Personal Questions & Closing Thoughts
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  Only 6% of Finance Teams Actually Influence Decisions | Soufyan Hamid 10.09.2026 58m

  In this episode of FP&A Unlocked, Paul Barnhurst speaks with Soufyan Hamid about financial storytelling, finance business partnering, and how finance professionals can move from reporting numbers to influencing business decisions. Soufyan explains why numbers need context, how finance teams can systematize storytelling, and why communication, business acumen, and empathy are essential skills for creating strategic impact.Soufyan Hamid is a finance professional, corporate trainer, EMBA lecturer, and keynote speaker who specializes in systematizing storytelling for finance teams. He helps finance professionals strengthen their communication and financial storytelling skills. Expect to Learn:What the “precision trap” means for FP&A.Why timely analysis can be more valuable than perfect accuracy.How to choose the right level of accuracy for a decision.What questions to ask before starting an analysis.How finance professionals can become better business partners.How the DERP framework improves variance analysis.Here are a few relevant quotes from the episode:"The first technical skill...that I would love for teams to develop is the driver tree." - Soufyan Hamid "The numbers will never share a story by themselves." - Soufyan Hamid Soufyan explains that effective financial storytelling is about more than presenting numbers. Finance professionals need to understand their audience, prioritize what matters, provide context, and help the business make better decisions. Follow Soufyan:LinkedIn: https://www.linkedin.com/in/soufyanhamid/Website: https://www.thefinancecircle.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode: [00:00] - Trailer [03:13] - What Great FP&A Looks Like [05:46] - Why Finance Needs Storytelling [12:28] - Making Financial Storytelling Useful [16:02] - Why Numbers Need Context [19:57] - Systematizing Storytelling & the FP&A Maturity Model [29:38] - Storytelling, Business Partnering & Influence [34:21] - Common Finance Presentation Mistakes [40:13] - Complexity Is a Failure of Empathy [46:05] - Technical & Human Skills for FP&A [49:53] - The Mindset Shift: Learning to Prioritize [56:15] - Building Better Finance Teams & Closing Thoughts
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  Why Your Brilliant Financial Analysis Gets Ignored: The Precision Trap with Asif Masani 03.09.2026 47m

  In this episode of FP&A Unlocked, Paul Barnhurst speaks with Asif Masani about his new book, The Precision Trap, and why finance teams can focus too much on accuracy and miss the decision window. Asif explains how FP&A professionals can deliver timely analysis, influence business decisions, and become stronger business partners.Asif Masani is a Director at FP&A Professionals Institute and FP&A Jobs, an author, and Udemy instructor focused on helping finance professionals develop their FP&A skills. He is the author of All About FP&A, From Accounting to FP&A, and Data Storytelling Playbook.Expect to Learn:What the “precision trap” means for FP&A.Why timely analysis can be more valuable than perfect accuracy.How to choose the right level of accuracy for a decision.What questions to ask before starting an analysis.How finance professionals can become better business partners.How the DERP framework improves variance analysis.Here are a few relevant quotes from the episode:"Finance people are very good at doing analysis, but they're not very good at influencing decisions." - Asif Masani"The decision that could wait earlier for three weeks, can't wait today for three days." - Asif MasaniThe key to avoiding the precision trap is understanding what decision the analysis needs to support, who needs it, and when they need it. Asif explains why finance professionals should focus on delivering useful analysis at the right time and earning a place in important business decisions.Follow Asif:LinkedIn: https://www.linkedin.com/in/asifmasani/Website: https://fpnaprofessionals.com/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode: [00:00] - Trailer[04:58] - What Great FP&A Looks Like[10:30] - Building the FP&A Professionals Institute[18:33] - Understanding the Precision Trap[20:35] - Why Timely Analysis Matters[29:44] - Spotting the Precision Trap in Organizations[35:16] - Essential FP&A Skills[38:04] - The DERP Framework[39:54] - Getting to Know Asif[44:56] - Final Advice for Finance Professionals
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  The Budget Isn't the Goal. Building a Better Business Is with Zach & Chris 27.08.2026 1h 2m

  In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation explores how finance teams should think about the purpose of budgeting, balancing control with agility, involving the business in the planning process, and using forecasting as a tool for better decision-making.Zach Rial is a finance leader at AskElephant, a startup focused on revenue and conversation intelligence. He brings experience as an operator who uses finance, FP&A, and business insights to help companies grow and improve decision-making. Chris Ortega is the CEO of Fresh FP&A, a global fractional CFO and advisory firm supporting small and medium-sized businesses. Chris has over 20 years of experience in accounting, finance, and leadership roles, helping organizations build, scale, and prepare for growth.Expect to Learn:The real purpose of budgeting and forecastingHow to create a business-focused planning processWhy trust and partnership are essential for FP&A teamsHow to balance budget discipline with flexibilityBest practices for managing AI costs and governanceHere are a few relevant quotes from the episode:“A budget is the direction of where you want to go, but things change so much in a business.” - Chris Ortega“The budget process should not be a finance exercise. It’s an organizational exercise.” - Glenn SnyderEffective budgeting is not about predicting the future perfectly, it is about creating alignment, understanding business drivers, and enabling better decisions. The strongest FP&A teams use budgets and forecasts as tools to guide the business, build trust, and help leaders navigate uncertainty.Follow Zach:LinkedIn: https://www.linkedin.com/in/zacharyrial/Follow Chris:LinkedIn: https://www.linkedin.com/in/freshcfo/Follow Glenn:LinkedIn: https://www.linkedin.com/in/glenntsnyder/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] - Introduction[06:20] - The Purpose of Budgeting[12:26] - Making Budgeting a Business Process[17:24] - Building a Better Planning Approach[26:51] - Practical Budgeting and Forecasting Tips[37:44] - Building Trust With Business Partners[44:35] - Managing AI Costs and Governance[54:18] - Balancing Budget Control and Agility[58:35] - Final Advice
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  Should Finance Pros Be Using Vibe Coding to Build Their Own Tools? with Brock & Natalia 20.08.2026 58m

  In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Brock Beyer and Natalia Kudinova to discuss how vibe coding is changing the way finance professionals automate work and build practical tools. They explore real-world use cases, AI token costs, security and maintenance concerns, and why finance teams should start with simple, repetitive processes rather than business-critical systems.Brock Beyer is the CPA Controller at Jump, where he has used vibe coding to build internal productivity tools. Natalia Kudinova is a Senior Director at ABBYY with experience across finance leadership, treasury, tax, reporting, transformation, and process improvement.Expect to Learn:What vibe coding means for finance professionalsPractical finance processes you can automate with AIHow to manage AI token usage and costsWhy security and human oversight remain essentialHow to start small and learn through experimentationHere are a few relevant quotes from the episode:“You don't have to feel this pressure to vibe code every single tool.” - Brock Beyer“Start with the tasks that you are most tired of doing manually.” - Natalia KudinovaVibe coding is giving finance professionals new ways to automate repetitive work and build practical tools without traditional coding expertise. The key is to start small, focus on well-defined processes, and keep humans involved in reviewing results. As AI adoption grows, security, cost, and maintainability will remain critical considerations. Follow Natalia:LinkedIn: https://www.linkedin.com/in/natalia-kudinova-aca/Follow Brock:LinkedIn: https://www.linkedin.com/in/brockbeyer/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] - Trailer[03:12] - What Great FP&A Looks Like[04:59] - What Is Vibe Coding?[09:36] - Getting Started With Vibe Coding[16:02] - Where Vibe Coding Makes Sense[20:21] - AI Token Costs and ROI[34:12] - Best Finance Processes to Automate[41:53] - What You Shouldn't Vibe Code[46:17] - Maintenance and Security[54:17] - Final Advice
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  An Evaluation of the FPI AI Program and How 3 Finance Pros Are Using AI Today 13.08.2026 58m

  In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss how AI is transforming the FP&A profession and changing the way finance teams work. The guests share their experiences with the AI FP&A Programme, exploring practical AI applications, automation, financial analysis, and the skills finance professionals need to stay ahead. They also discuss why domain expertise, human judgment, and business understanding remain essential in an AI-driven finance world.Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partneringExpect to Learn:How AI is transforming FP&A workflowsPractical finance use cases for AI toolsThe importance of financial modelling and business partneringWhy human judgment remains critical in AI adoptionBuilding the skills needed for the future of financeHere are a few relevant quotes from the episode:“AI is an enabler. It's going to enhance your work, and I think it's going to help you in your day-to-day work.” - Nitesh Mukhi“AI is not the solution to each and every problem.” - Sweta JhalaniAI is changing the way finance professionals approach their work, but the fundamentals of finance remain important. The ability to understand business needs, interpret data, communicate insights, and apply human judgment will continue to separate great FP&A professionals from the rest.Follow Nitesh:LinkedIn: https://www.linkedin.com/in/nitesh-mukhi-7504456/Follow Rohit:LinkedIn: https://www.linkedin.com/in/rohit-menon1984/Follow Sweta:LinkedIn: https://www.linkedin.com/in/caswetajhalani/Disclosure: Portions of this episode (such as the introduction or promotional segments) uses AI-generated voice narration produced under human editorial review.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] - Introduction[01:21] - Guest Introductions[04:09] - What Great FP&A Looks Like[07:17] - Why They Joined the AI FP&A Programme[12:06] - Inside the AI FP&A Programme[14:35] - Real-World AI Use Cases[17:15] - Key Lessons From the Programme[22:11] - The Reality of AI in Finance[30:14] - AI Projects and Applications[34:03] - Advice for Finance Professionals[36:50] - The Future of AI in FP&A[40:21] - Essential FP&A Skills[43:34] - Skills Needed for AI Success[46:36] - Quick-Fire Questions[52:20] - Final Thoughts and Advice
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  AI Finance Club: What Three Members Learned from the Experience with Eve, Jurgen & Bukie 06.08.2026 1h 11m

  In this episode of FP&A Unlocked, host Paul Barnhurst is joined by AI Finance Club members Eve Reiter, Jurgen Lang, and Bukie Faforiji for a discussion on how artificial intelligence is reshaping the future of FP&A. The panel shares how AI has changed the way they approach financial modeling, forecasting, automation, business partnering, and software development. From replacing repetitive Excel work with AI-powered workflows to building production-ready finance applications, they explore the practical skills finance professionals need to stay relevant in an AI-first world.Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. Bukie Faforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights.Expect to Learn:How AI is changing the day-to-day work of FP&A professionals.Why critical thinking and domain expertise matter more than ever in an AI-driven world.How finance leaders are using AI to automate workflows and build custom finance tools.What the AI Finance Club offers finance professionals looking to upskill.The opportunities,and risks, that AI creates for the future of finance careers.Here are a few relevant quotes from the episode:“If nobody can act on the information, then the work has failed.” - Jurgen Lang“The best way to learn is to share.” - BukieFaforiji“You are not just consuming in a community. You are also contributing.” - BukieFaforijiAI is reshaping FP&A by reducing manual work, accelerating analysis, and helping finance professionals build more powerful workflows and tools. However, domain expertise, critical thinking, governance, and human judgement remain essential for producing reliable, defensible results. Finance professionals who actively develop these skills will be better prepared for an AI-driven future.Follow Eve Reiter:LinkedIn: https://www.linkedin.com/in/evereiter/Follow Jurgen Lang:LinkedIn: https:www.linkedin.com/in/jurgenlang/Follow Bukie Faforiji:LinkedIn: https://www.linkedin.com/in/bukie-faforiji/Learn More About the AI Finance Club:Website: https://www.aifinanceclub.comJoin the AI Finance Club The top global finance community with over 3,500 members. Advance your AI and FP&A skills through exclusive training, expert-led sessions, and a global network of finance professionals. Visit the AI Finance Club – Nicolas Boucher | Advance Your Finance Skills Today. The FP&A Guy and use code YNVTUWKG to get $100 OFF your membership.Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode:[00:00] - Trailer[06:43] - What Great FP&A Looks Like[11:01] - Inside the AI Finance Club Community[13:41] - Why the Guests Joined the AI Finance Club[19:08] - Moving from Excel to AI-Powered Workflows[23:24] - The Most Impactful AI Projects They Have Built[32:19] - How to Get More Value from AI Communities[42:27] - The Opportunities and Risks of AI in Finance[52:18] - The Essential Skills Every FP&A Professional Needs[01:01:33] - Quick-Fire Questions and Final Advice
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  Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer 30.07.2026 1h 4m

  In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success. Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities.Expect to Learn:Why networking should start long before you need your next opportunityHow to choose the right networking organizations for your career goalsSimple strategies introverts can use to build meaningful professional relationshipsWhy mentoring and networking naturally go hand in handHere are a few relevant quotes from the episode:"Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer"You don’t need a title to add value; small gestures can create lasting connections." - Josette FerrerNetworking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself.Follow Josette Ferrer:LinkedIn: https://www.linkedin.com/in/josetteferrer/Follow Glenn Snyder:LinkedIn: https://www.linkedin.com/in/glennsnyder/Earn Your CPE CreditFor CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode:[00:00] – Trailer[04:22] – What Great FP&A Looks Like[12:36] – Choosing the Right Networking Group[21:23] – Why You Should Start Networking Early[27:39] – Building and Maintaining Your Professional Network[33:18] – Networking Strategies for Introverts[41:21] – The Power of Mentorship[52:05] – Final Networking Advice for Finance Professionals
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  Automating Financial Workflows and the Role of Human Judgment with Albert Lee 23.07.2026 41m

  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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  The Dennis Rodman Paradox And How CFOs Can Protect Irreplaceable Specialists With Jack McCullough 16.07.2026 46m

  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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  The Pricing Psychology for Leaders to Stop Underpricing and Understand Value with Etinosa 09.07.2026 59m

  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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  I Would Never Let AI Touch a Number and what to do about that with Alok Ajmera 02.07.2026 52m

  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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  Interim FP&A, What it is, and Why it is A Growing Career Path With Tim Stalkamp 25.06.2026 55m

  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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  How AI is Being Used to Make Better Decisions and Build Faster Models with Nicholas Moen 18.06.2026 46m

  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