Episoder
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In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.
The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia’s AI initiatives to new generative AI tools in finance.
Expect to Learn:
How to evaluate financial planning tools effectively and cut through vendor hypeThe impact of live AI integration on financial software and employee productivityKey lessons from Daymond John’s FATE keynote on goal-setting and personal growthTrends in finance tech and new generative AI capabilities from OpenAI and AnthropicPractical approaches to implementing generative AI in finance while managing riskThis episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization.
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Liran:
LinkedIn: https://www.linkedin.com/in/drliranedelist/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals: https://a.co/d/hOEegnR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:19] - Conference Overview and Experience
[03:50] - Keynote Highlights from Daymond John
[05:28] - Alex Brower on Vendor Selection and Demos
[10:29] - Paul on Navigating the FP&A Tool Market
[17:58] - Glenn on Generative AI in Finance
[23:30] - Liran Edelist on Modernization and Data Strategy
[29:13] - Tech Trends to Watch for 2025
[34:18] - Fun Segment: Spreadsheet Challenges
[36:23] - Wrap-Up and Feedback Request
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In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.
The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They’re joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.
In this episode, you will discover:
Frameworks for choosing FP&A tools that match different organizational needsThe real impact of AI on finance jobs and practical uses of AITop Takeaways from the Finance and Technology Expo Why consolidated data is crucial for effective AI and planning applications The importance of having policies for AI integration to prevent misuseIn this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today’s finance tech landscape and preparing for tomorrow.
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Liran:
LinkedIn: https://www.linkedin.com/in/drliranedelist/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals: https://a.co/d/hOEegnR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:44] - Paul’s Monologue: People, Process, and Technology
[05:32] - The Future of Jobs in the AI Era
[08:45] - Reflections on the Finance and Technology Expo
[14:15] - Alex Brower on Choosing the Right Finance Tools
[19:17] - Insights from Paul’s Presentation
[26:47] - Glenn on Effective AI Strategy for Finance Teams
[31:47] - Modernization and Data-Driven Decision Making
[38:01] - Latest AI Innovations and Predictions for 2025
[45:35] - Wrap-Up and Closing Remarks
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Mangler du episoder?
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In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify.
The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.
Expect to Learn:
How Amalgam helps businesses automate data processes without complex implementationsKey challenges in transitioning from simple tools to robust financial platformsThe role of AI in finance and how to prepare for its ongoing integrationJoe’s approach to investing in AI-focused startups and risk mitigationPractical steps finance teams can take today to become more tech-enabledJoe’s insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you’re in finance, tech, or an entrepreneurial role, Joe’s practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.
Follow Joe:
LinkedIn: https://www.linkedin.com/in/joemanganelli/
Website: https://www.amalgam.me/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:56] – The creation and purpose of Amalgam
[02:07] – Challenges in scaling a product for the finance market
[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam
[05:46] – Thoughts on agnostic, supportive, and proactive AI investments
[11:09] – How not storing data directly adds value and simplicity
[18:51] – Joe’s three-part approach for finance teams preparing for AI
[21:19] – Moving beyond chatbots to a seamless integration in daily workflows
[28:12] – Fun segment – “Get to Know You”
[32:47] – Closing remarks and final thoughts
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In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.
Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.
In this episode, you will discover:
How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe’s perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe’s perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.
Follow Joe:
LinkedIn: https://www.linkedin.com/in/joemanganelli/
Website: https://www.amalgam.me/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals: https://a.co/d/h8cTGeR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:47] – Real Use Cases of Generative AI
[09:14] – Introduction to guest Joe Manganelli
[11:13] – Overcoming Challenges and Scaling the Product
[13:51] – Joe’s Investment Philosophy in AI and Startups
[19:36] – Amalgam’s Data Security and Efficiency Approach
[28:05] – The ‘Walk Before You Run’ Strategy for AI in Finance
[30:33] – The Proactive Potential of Generative AI in Finance
[35:16] – Future of Predictive Financial Analysis with AI
[38:01] – Fun Q&A segment with...
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In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies.
Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.
Expect to Learn:
How generative AI can revolutionize corporate financePractical examples of how AI tools can improve productivity for finance professionals.The importance of becoming a "citizen developer" in the finance industryThe role of Python in automating financial processes and making data-driven predictions.The best practices for finance professionals to adopt AI and integrate it securelyWhether you’re already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas’ advice and experience provide a valuable roadmap for leveraging these technologies effectively.
Follow Nicolas:
LinkedIn: https://www.linkedin.com/in/bouchernicolas/
Website: https://ai-finance.club/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:04] - Introduction of Nicolas Boucher
[01:46] - Nicolas’ AI Discovery Journey
[03:47] - Using AI in Day-to-Day Business
[08:03] - The Role of Python and Automation in Finance
[15:05] - Exciting AI-Powered Software in Finance
[20:11] - Democratizing Finance Through AI
[25:31] - How Finance Professionals Can Stay Ahead in AI
[30:12] - Random Question Segment
[36:28] - Closing Thoughts and contact information
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In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions.
Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.
In this episode, you will discover:
How AI can analyze real-time events to provide actionable investment insights for retail investorsThe role of data in replacing opinion-based decisions with factual, evidence-driven analysis Strategies for successfully integrating AI tools into financial decision-making processesInsights into the challenges and rewards of being a startup entrepreneur in the fintech spaceKey factors in building AI models specific to financial services and tailoring models to sector-specific needsThe conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.
Follow Andrew:
LinkedIn: https://www.linkedin.com/in/einhorn/
Website: https://www.levelfields.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:09] – Why your company needs an AI strategy
[09:59] – Navigating the pitfalls of early AI adoption
[16:50] – Introducing Andrew Einhorn and Level Fields
[18:01] – The entrepreneurial drive and startup challenges
[24:02] – From epidemiology to AI in finance
[33:14] – How level fields makes advanced investment analysis accessible
[40:27] – Leveraging proprietary AI models in financial analysis
[44:05] – Quick-fire personal questions with Andrew
[47:12] – Closing remarks and wrap up
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In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-making, and business strategy.
Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals. He shares his passion for AI and finance, emphasizing the importance of AI tools like ChatGPT, Python, and generative AI in driving efficiency and innovation in the finance world.
In this episode, you will discover:
How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.The importance of debiasing AI models and ensuring fairness in AI-driven decisions.How to incorporate Python and automation into finance operations to accelerate workflows.Practical insights on how companies can integrate AI without needing vast data science teams.The future of citizen developers in finance and the democratization of coding with AI tools.In this episode, Nicolas Boucher discusses the vast potential of AI in finance, from automating mundane tasks to empowering professionals with tools that enhance productivity and decision-making. Ultimately, while AI is revolutionizing finance, human expertise, creativity, and strategic thinking will remain irreplaceable.
Follow Nicolas:
LinkedIn: https://www.linkedin.com/in/bouchernicolas/
Website: https://ai-finance.club/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:57] Addressing bias in AI and its impact
[06:25] Your Job is Safe (for Now)
[09:50] Introduction to guest Nicolas Boucher
[13:41] AI in day-to-day business
[17:53] Generative AI and Python in finance
[25:01] AI tools for finance professionals
[30:02] Citizen developers and AI in SMBs
[35:14] How to stay ahead in AI
[40:02] Random questions segment
[46:18] Conclusion and final thoughts
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In this episode of Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive deep into the revolutionary impact of generative AI on industries, with a particular focus on its implications in finance. They explore how AI transforms workflows, enhances productivity, and shifts the focus from tasks to higher-level thinking. The conversation breaks down common misconceptions about AI, such as the overhyped role of “prompt engineering,” and emphasizes how businesses can integrate AI while maintaining data privacy and security.
Conor Grennan, the guest of this episode, is the Chief AI Architect at NYU Stern School of Business and the founder of AI Mindset, a company helping leaders adopt AI effectively. Beyond AI, Conor is a New York Times best-selling author, recognized globally for his humanitarian work. His expertise lies not only in AI implementation but also in helping non-technical individuals understand and utilize AI's potential.
In this episode, you will discover:
The reality behind generative AI myths and why prompt engineering is overrated.How AI transforms jobs by automating tasks, not replacing roles.Ways finance professionals can balance AI efficiency with data privacy concerns.Why adopting an AI mindset is crucial for leveraging its full potential.How embracing AI in your work can give you a competitive edge in your career.For finance professionals interested in harnessing the power of generative AI while balancing efficiency and security, this episode offers practical insights and frameworks. Conor Grennan’s unique blend of technical knowledge and relatable, human-centered teaching makes this a must-listen for anyone looking to stay ahead in the AI revolution.
Follow Conor:
LinkedIn: https://www.linkedin.com/in/conorgrennan/
Website: conorgrennan.com
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:59] - Concerns about data privacy in AI
[08:32] - Introduction of Conor Grennan
[10:10] - Conor's background and AI journey
[12:40] - The role of a chief AI architect
[16:42] - The truth about prompt engineering
[20:54] - The AI mindset and learning curve
[27:55] - AI’s impact on jobs
[35:23] - Conor's AI course and framework
[37:29] - Conor’s book: Little Princess
[42:47] - Conclusion and final thoughts
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In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the transformative impact of artificial intelligence (AI) on financial planning and analysis (FP&A). The discussion revolves around how AI tools, from generative AI to sophisticated models like OpenAI's Project Strawberry, are reshaping the finance landscape. The episode features Gabriela Gutierrez, a finance professional turned AI enthusiast, who shares her journey of integrating AI into finance.
Gabriela Gutierrez is a dynamic finance leader and entrepreneur with a strong background in AI, Python programming, and machine learning. She has worked in various financial roles, including FP&A at eBay and as a local CFO for Teads in Germany. Gabriela’s passion for innovation led her to launch a stealth startup focused on AI-powered finance solutions. She shares her insights into the evolving role of finance professionals in the AI era and her experiences in building an AI-centric company.
In this episode, you will discover:
The potential of AI to automate and enhance FP&A processes.Insights into OpenAI's Project Strawberry and its implications for the finance industry.The skills finance professionals need to thrive in an AI-driven world.How Gabriela Gutierrez transitioned from traditional finance roles to becoming an AI-driven entrepreneur.Predictions on the future of finance jobs in the context of advancing AI technologies.It's clear that the intersection of AI and finance offers both exciting opportunities and unique challenges. This episode provides a wealth of knowledge for finance professionals to embrace AI as a tool for innovation, efficiency, and strategic growth.
Follow Gabriela:
LinkedIn: https://www.linkedin.com/in/gabriela-gutierrez-15ba0571/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:59] - Introduction to the episode
[01:43] - Key takeaways from Carl Seidman’s FP&A insights
[07:02] - Exploring OpenAI’s project Strawberry
[11:58] - Gabriela Gutierrez background and career journey
[16:39] - Overcoming challenges in AI integration
[19:51] - Insights on Gabriela’s Stealth Startup
[26:29] - Fun segment: get to know Gabriela
[30:31] - Conclusion and episode wrap-up
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This week’s show notes are written by Microsoft CoPilot.
What does the future of accounting and finance look like? How can you leverage technology, especially generative AI, to take your career to the next level? Join Paul Barnhurst and Glenn Hopper as they explore these questions and more with Tom Hood, a renowned leader and innovator in the accounting profession.
Tom Hood is the EVP of Business Engagement and Growth at the Association of International Certified Professional Accountants. He has been a pioneer in integrating technology into finance for over 24 years, and he shares his insights and advice on how you can do the same.
In this episode, you will discover:
How technology is reshaping the accounting and finance industry and what it means for you. How to start using generative AI today to automate tasks, generate insights, and create value.How to overcome the fear of failure and embrace risk-taking as a way to learn and grow.How generative AI will become more sophisticated and powerful in the near future and what you need to prepare for it.How to communicate effectively with your stakeholders and clients in the age of AI.Don't miss this opportunity to learn from one of the most influential voices in the accounting profession. Listen to this episode and find out how you can harness the power of technology and generative AI to transform your career and the future of finance.
Follow Tom:
LinkedIn: https://www.linkedin.com/in/tomhood/
Company: https://blionline.org/
Blog: http://blionline.org/blog
AICPA & CIMA: http://www.cgma.org/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:38] - Latest AI developments and their impact on the finance industry
[11:40] - Introduction to the episode and guest Tom Hood
[12:58] - The intersection of technology and accounting
[17:03] - Practical benefits and risks of generative AI in finance
[21:03] - The future of generative AI in finance
[30:28] - Advice for aspiring accountants
[32:50] - Fun segment: get to know Tom Hood
[36:55] - Conclusion and final thoughts
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In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Christian Martinez, a finance transformation expert and AI enthusiast, to explore the intersection of finance, artificial intelligence, and data analytics. The discussion covers the growing importance of AI and Python in finance, the benefits of leveraging dashboards for financial storytelling, and how professionals can enhance their skill sets to stay ahead in a rapidly evolving industry. Christian shares his journey, the practical applications of AI in FP&A, and offers insights into how Python, integrated with Excel, is revolutionizing finance functions.
Christian Martinez is a Finance Transformation Senior Manager at Kraft Heinz, with extensive experience across Europe, Australia, and South America. Known for his expertise in combining finance, Python, AI, and machine learning, Christian is passionate about teaching others how to harness these tools to improve financial analysis and decision-making. He recently launched a newsletter, "AI for FP&A and Finance," where he shares practical AI applications tailored for finance professionals.
In this episode, you will learn:
The critical role of AI and Python in transforming financial planning and analysis (FP&A).How to leverage dashboards like Tableau and Power BI for effective financial storytelling.The evolving landscape of AI tools in finance and the growing need for data literacy.Practical tips on integrating Python with Excel to enhance financial operations.The importance of continuous learning and staying updated with the latest technology trends in finance.Follow Christian:
LinkedIn:https://www.linkedin.com/in/christianmartinezthefinancialfox/
Website: https://linktr.ee/Thefinancialfox
Blog: https://christianmartinezfinancialfox.medium.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
In Today’s Episode:
[01:51] - Introduction and context setting for discussing the impact of AI on finance
[08:01] - Introduction to Christian Martinez, highlighting his unique expertise in finance, Python, and AI.
[09:12] - Christian’s newsletter and practical AI tools for finance professionals
[15:39] - The Power of dashboards in financial analysis
[25:05] - A discussion on the value of coding skills in finance
[29:38] - Python in Excel: A game changer
[37:51] - Getting personal: Christian’s hidden talents
[41:52] - Final remarks from Christian and closing thoughts
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Future Finance: Unlocking the Power of AI for Finance Professionals With Jon Brewton
TLDR: Jon Brewton, the founder and CEO of Data2, talks about how his company uses AI and machine learning to help clients in make better decisions and avoid errors.
Each week we ask AI to generate our show notes and optimize them to get you interested in the story. This week we used Microsoft CoPilot to write the shownotes.
This episode of Future Finance features Jon Brewton, the founder and CEO of Data2, a company that provides AI and machine learning solutions for finance and other industries. He discusses how his company helps clients use AI to analyze data and make better decisions, as well as the challenges and risks of using AI in high-stakes contexts.
Jon Brewton is an expert in AI and machine learning, with a rich background in operations management, digital transformation, and engineering. He has worked at major energy companies like BP and Chevron, and he is a US Air Force veteran and a graduate of some of the top universities in the world. He shares his insights and best practices on how to leverage AI and machine learning to enhance financial performance and outcomes, and how to avoid common pitfalls and errors that can arise from AI applications.
In this episode, you will learn:
· What Data2 does and what its goals and principles are in AI and machine learning.
· Why traceability and explainability are crucial for AI applications in high-stakes industries like finance.
· How Knowledge Graph technology can enhance financial data analysis and provide more context and meaning.
· What AI hallucinations are and how they can affect financial decision-making.
· How to integrate advanced analytics and AI into your finance workflows and processes.
This episode is a must-listen for anyone who wants to learn how AI and machine learning can help them make smarter decisions. Listen to the episode now and discover how you can use these technologies to your advantage.
Follow Jon:
LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/
Website: https://www.data2.ai/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
[01:50] Introduction to the episode
[02:29] Opening remarks by Paul Barnhurst.
[04:54] Why your job is safe for now
[13:50] Introducing Jon Brewton and his extensive background.
[14:51] Welcoming Jon Brewton to the show
[15:31] Jon shares the story and mission of Data 2.
[18:47] Discussing the critical features for financial institutions.
[25:11] Exploring advanced applications and their benefits including generative AI and knowledge graphs.
[34:24] Addressing AI hallucinations and how Data Squared tackles this issue to ensure reliable outcomes.
[41:41] Advice for finance departments on adopting AI technologies.
[46:28] Jon shares his most rewarding job and a cause he's passionate...
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TLDR: Jim O'Neill, co-founder of SaaSWorks, discusses the critical role of AI in modern finance, emphasizing the importance of clean data, the convergence of AI with other technologies, and the need for businesses to adapt to an AI-driven landscape.
These show notes were written by Claude.AI Sonnet LLM Model.
Dive into the Future of Finance with AI Pioneer Jim O'Neill
Are you ready to revolutionize your business with AI? Join us as we explore the cutting edge of financial technology with Jim O'Neill, co-founder of SaaSWorks and former HubSpot executive. In this eye-opening episode, Jim unveils the secrets to harnessing AI's power in finance and beyond.
Key Insights:
The make-or-break factor for AI success: pristine dataAI's game-changing fusion with quantum computing, nanotech, and gene editingWhy your company needs an AI budget – nowNavigating the ethical minefield of AI advancementCultivating an AI-driven culture of innovationDon't miss Jim's invaluable wisdom on preparing your business for the AI revolution. Learn how to stay ahead in a rapidly evolving technological landscape and transform your financial operations.
Follow Jim:
LinkedIn: https://www.linkedin.com/in/jim-oneill/
Website: https://www.saasworks.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
Follow them on LinkedIn:
Glenn: https://www.linkedin.com/in/gbhopperiii
Paul: https://www.linkedin.com/in/thefpandaguy
Sponsored by QFlow.ai – Revolutionizing B2B revenue planning and analysis. Learn more at Qflow.ai/future-finance.
In honor of having the show notes written by AI we have added the below sonnet as Claude.AI, Sonnet model wrote the notes.
Sonnet:
In finance's realm, where numbers reign supreme, A new force rises, born of silicon, Artificial minds, a waking dream, O'Neill speaks of change that's just begun.
Clean data's key, the lifeblood of AI, As quantum leaps with nano-innovations dance, In gene-spliced futures, new worlds we'll spy, While ethics guard our technological advance.
Businesses must adapt or fade away, Embracing risk and AI's transformative might, O'Neill's wisdom lights the coming day, Where human and machine in harmony unite.
So heed this call, let Future Finance guide, To prosperous tides on which we'll proudly ride.
In today's episode:
[00:52] - Episode Overview and Sponsorship
[01:38] - Monologue
[07:31] - Your Job is Safe
[08:56] - Importance of clean data for effective AI implementation
[09:58] - Guest Introduction
[15:30] - Founding SaaSWorks and its mission
[18:11] - Common issues with spreadsheets and data management
[21:09] - Discussion on generative AI in business operations
[25:55] - Using AI for innovative and unexpected solutions
[29:11] - Recommendations for companies adopting AI
[32:07] - Discussion on AI adoption and Excel parallels
[32:37] - Random AI-Generated get to know you questions
[36:08] - Conclusion
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This week on Future Finance before getting to our guest interview HAL 9000l makes a guest appearance and Glenn has a fun discussion about romantic relationships and AI that you will not want to miss.
Welcome to the exciting world of Future Finance! Today's episode dives into the exploration of the dynamic intersection of AI and finance. Ben Dooley, the global head of Productized Solutions at Infospace, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion on responsible AI, strategic innovation, and the future of financial automation.
Here are the key takeaways to whet your appetite for the full episode:
Ben emphasizes the importance of a responsible AI framework that includes human-centric design, fairness, explainability, security, reliability, and compliance to ensure ethical and effective AI implementation.
Tailoring AI to meet human needs without mimicking human intelligence is crucial for making AI tools that enhance human capabilities and ensure user trust.
The need for AI to be explainable is highlighted, with Ben suggesting models should cite their sources and provide logic for their decisions to build trust and understanding among users.
Privacy concerns around AI usage are discussed, emphasizing the necessity for better regulatory frameworks to control who has access to data and how it is used.
The discussion on how AI can play a strategic role in finance by improving forecasting, automating processes, and driving strategic transformation within organizations.
The discussion touches on the current capabilities of AI in automating traditional finance tasks and the potential future where true autonomous agents could revolutionize the industry.With over a decade of experience in managing complex projects, driving corporate change, and leading entrepreneurial ventures, Ben is an expert in AI and change management. This insightful episode with Ben Dooley underscores the importance of responsible AI and its transformative potential in finance.
Follow Ben:
LinkedIn: https://www.linkedin.com/in/bendooley/
Website: https://www.infocepts.ai/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Learn more at Qflow.ai/future-finance.
In today's episode:
[01:16] - Episode Overview and Sponsorship
[03:00] - Responsible AI Framework Introduction
[04:40] - Reliability and Compliance in AI
[06:21] - Current AI Capabilities and Risks
[11:47] - Guest Introduction
[12:14] - AI in Traditional Finance Tasks
[17:52] - Fairness and Bias in...
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Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. We are sharing an episode from Financial Modeler’s Corner. Stay tuned for an engaging conversation you won't want to miss.
Here are the show notes from our previous episodes.
Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.
Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.
In today’s episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.
Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.
Key takeaways from this week's episode include:
Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.
Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.
Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.
Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.
Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.
Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.
Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.Download a sample fully dynamic 3-statement model Excel Files — The FP&A Guy (thefpandaguy.com), courtesy of Cameron and Nicolas Hay.
Quotes:
Here are a few relevant quotes from the episode on financial analysis and modeling:
"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”
“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”
“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”
Follow Cameron and Nicholas:
Cameron Hay LinkedIn - https://www.linkedin.com/in/cameron-hay-ca-a31b4752/
Nicholas Hay LinkedIn- https://www.linkedin.com/in/nicholas-hay-1992/
Website -
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TLDR: These show notes were optimized using Google Gemini after we tried Meta Llama 3 8B and ran into issues. The show notes are designed to make you listen to the full episode thanks to AI.
Below is a poem for the show from Gemini
The numbers whiz by,a blur in the night, Financial wizards locked in a fight. AI swoops in, a tool sharp and bright, Saving precious hours, making data take flight.Future Finance: AI Revolutionizes Financial Planning
Welcome to the exciting world of Future Finance! Today's episode dives into the transformative power of Artificial Intelligence (AI), specifically generative AI, in the financial industry. Our guest, Adam Tzagournis, a CPA, full-stack developer, and the founder of FlowCog Canvas, joins Paul Barnhurst and Glenn Hopper for a thought-provoking discussion.
Here are the key takeaways to whet your appetite for the full episode:
Generative AI for the Win: Researchers are making significant strides in AI, with studies demonstrating its ability to outperform human analysts in tasks like financial statement analysis. This translates to more accurate and timely insights for better decision-making.
AI as a Powerhouse for Productivity: Generative AI automates repetitive tasks such as data analysis and reporting, freeing up valuable time for finance professionals to focus on strategic analysis and decision-making.
Human-AI Collaboration is Key: The future lies in a collaborative approach where AI empowers human expertise. Financial professionals can leverage AI tools to gain deeper financial insights and proactive risk management strategies.
The Rise of the Evolving Workforce: The financial industry is on the cusp of a transformation. While some jobs may be displaced by AI, new roles will emerge, emphasizing the need for data science and AI literacy.Follow Adam:
LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/
Website: https://canvas.flowcog.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website: https://qflow.ai/future-finance
Stay tuned for the full episode where you'll learn more about the exciting applications of generative AI in financial projections, the future of financial roles, and much more
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Learn more at Qflow.ai/future-finance.
In today's episode:
[06:54] Introduction
[07:30] AI and Nose-Picking
[08:55] Guest Introduction
[10:10] Early Adoption of AI
[13:28] Generative AI in Financial Projections
[17:00] Pace of AI Advancements
[18:12] AI as a Productivity Tool
[25:39] AI for Small and Medium Businesses
[30:35] Fun rapid-fire Session
[33:40] Future of Finance Predictions
[36:50] Contact...
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TLDR: These show notes were optimized using Claude ChatGPT 4.0 and are designed to make you listen to the full episode. We also asked H4.0 to write a brief limerick summarizing the show notes.
There once was a podcast on AI,
Transforming accounting, oh my!
With Mitchell's insight,
Efficiency in sight,
A must-listen for those on the fly.
Show Notes:
Welcome to Future Finance, with your hosts Paul Barnhurst and Glenn Hopper, where we focus on the technological advancements and emerging trends fueling the FP&A professionals. We bring you vital updates and insights into the technologies that are going to shape not just finance and accounting, but every sector of the world in the years ahead.
In today’s episode, Paul and Glenn engage in a conversation with Mitchell Troyanovsky, Co-Founder of Basis, to discuss the transformative impact of AI on the accounting profession. The discussion highlights the differences between rule-based systems and generative AI.
Highlights of the Episode:
Generative AI vs. Rule-Based Systems: Generative AI offers contextual understanding and reasoning, unlike rule-based systems that rely on rigid if-then statements, making it more adaptable to complex accounting tasks.
AI as a Digital Assistant: AI can create first drafts of accounting tasks, enabling accountants to review and refine the work, thus saving time and increasing productivity. "You'll start having accountants much more of their job, rather than being this kind of monotonous manual work, start to be like, okay, this work has been done for me as a first draft, let me now review it."
Enhancing Strategic Value: AI acts as a digital assistant, supplementing the workforce rather than replacing it, and allowing accountants to provide more strategic value to their clients. "It is a tool for accountants. Explicitly, at the end of the day, the job that they can do the best is to advise their clients, help their clients, help them make better decisions, and be that partner, with them, rather than needing to be stuck in all the manual work needed to get to that actual real value add at the end of the day."
Shifting Roles and Skills: The introduction of AI in accounting will shift the focus from data entry and basic tasks to more analytical and advisory roles, making the profession more appealing to new graduates.
Addressing Trust Issues: While AI will make mistakes, just like human employees, it is essential to implement systems to catch errors and continuously improve AI performance through feedback and iteration.Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Learn more at qflow.ai/future-finance
Follow Mitchell:
LinkedIn: https://www.linkedin.com/in/mitchelltroyanovsky/
Website: https://www.getbasis.ai/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website: https://qflow.ai/future-finance
In
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TLDR: These show notes were optimized using Claude AI Haiku and are designed to make you listen to the full episode. We even asked Haiku to provide a Haiku summarizing the show notes for your reading pleasure.
Haiku:
Finance takes new shape,
AI-driven transformation,
Shaping the future.
Prepare to be captivated as hosts Paul Barnhurst and Glenn Hopper welcome Sasha Orloff, CEO of Puzzle, to uncover the technological advancements reshaping the world of finance and accounting. In this eye-opening episode, you'll discover:
How generative AI is seamlessly integrating into everyday software, automating tasks and delivering data-driven insights.The rise of "AI agents" in 2024 - advanced systems designed to autonomously process complex problems and provide tailored solutions.Sasha's visionary project, Puzzle, modernizing accounting software with real-time, flexible financial data processing.The transformative potential of blockchain technology to enhance transparency and traceability of financial transactions.The future of finance reimagined through AI and predictive analytics, empowering more precise forecasting and strategic decision-making.Sasha shares his insightful perspective:
"I'm building Puzzle, which is modern accounting software for growing companies."
"We may not yet be at a point where AI is going to take our jobs, but the future will be divided into two camps: people who use AI and those who don't. One of these groups is going to be left behind."
Don't miss this captivating conversation that explores the intersection of finance, technology, and AI. Gain invaluable insights to stay ahead of the curve and thrive in the rapidly evolving world of corporate finance.
Follow the Conversation:
Glenn Hopper (LinkedIn: https://www.linkedin.com/in/gbhopperiii)Paul Barnhurst (LinkedIn: https://www.linkedin.com/in/thefpandaguy)Sasha Orloff (LinkedIn: https://www.linkedin.com/in/saor/)Puzzle (LinkedIn: https://www.linkedin.com/company/puzzlefin, Website: https://puzzle.io)Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Learn more at Qflow.ai/future-finance
In today's episode:
[01:53] Introduction
[03:34] The latest phase of AI revolution
[04:51] Pros and cons of chatbots and the rise and evolution of AI agents
[09:17] Recent updates about AI
[13:52] Guest’s background
[15:30] Insights from guest’s career
[17:51] Introduction of Puzzle and future of general ledger in accounting
[25:12] How blockchain can be an effective tool for accounting
[30:24] How AI and predictive analytics can change finance in upcoming years
[34:34] Democratization of data science and various uses of machine learning
[39:05] Lighting Round Questions!
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New show coming soon...
