Episodes
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In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.
Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.
In this episode, you will learn:
Microsoft’s advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment.
Follow Jon:
LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/
Website: https://www.data2.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
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:
[01:50] - Advancements in Spreadsheet LLMs
[04:54] - OpenAI’s Roadmap to AGI
[13:49] - Jon Brewton Introduction
[18:45] - Importance of Traceability and Explainability
[25:40] - Knowledge Graphs and Financial Data
[34:56] - Addressing AI Hallucinations
[42:01] - Advice for Finance Leaders
[45:48] - Jon’s Unique Experiences
[48:53] - Closing Remarks
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In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.
Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.
In this episode, you will discover:
How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.The role of AI in automating data cleaning and governance for finance teams.Strategies for reducing technical debt in SMBs to unlock the full potential of data.Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.Tips for fostering a data-driven culture within organizations and empowering FP&A teams.Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth.
Follow Gabi:
LinkedIn: https://www.linkedin.com/in/gabriellasteele/
Website: https://www.preql.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
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:
[00:09] Introduction for Gabi Steele
[01:09] From Art to Analytics
[04:33] Data Storytelling in Finance
[08:04] AI and FP&A Transformation
[14:14] The Democratization of Analytics
[18:15] Challenges in SMB Data Adoption
[19:04] Building a Data-Driven Culture
[33:58] Fun Get-to-Know-You Questions
[38:16] Closing Thoughts
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Missing episodes?
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In this insightful episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the evolving landscape of finance, data analytics, and automation with Gabi Steele, a seasoned data visualization expert and co-founder of Preql. The discussion navigates the challenges finance teams face in building data-driven cultures, leveraging AI tools, and creating efficiencies in data management.
Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.
In this episode, you will discover:
How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.The importance of storytelling and accessibility in data visualization.Ways to foster a data-driven culture within organizations of all sizes.Challenges and solutions for integrating AI with financial planning and analysis (FP&A).The future of low-code/no-code tools in democratizing data analytics.Gabi Steele offered a masterclass in how finance professionals can embrace the transformative power of data and AI. From simplifying complex data processes to fostering a culture of analytics, Gabi underscored the importance of aligning teams, tools, and technology for smarter decision-making.
Follow Gabi:
LinkedIn: https://www.linkedin.com/in/gabriellasteele/
Website: https://www.preql.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
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:
[01:48] - Introduction to the Episode
[08:23] - Financial Modeling World Cup
[19:37] - Discussion on AI Subscriptions
[25:53] - Meet Guest: Gabi Steele
[26:59] - Data's Role in Finance
[33:58] - Leveraging AI in Data Management
[39:07] Democratizing Data Access
[44:57] Building a Data-Driven Culture
[49:45] Challenges in SMB Data Integration
[59:51] Fun Segment: Get to Know Gabi
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In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.
Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.
Expect to Learn:
The interplay between finance, data, and technology in decision-making.The critical first steps to establishing effective data governance and management.Real-world stories of overcoming challenges with data literacy and BI implementation.How to prepare finance teams for scaling and adopt advanced analytics.The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.
Follow Nathan:
LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/
Website: https://www.vai-consulting.com/
Company: https://meetvirginia.io/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
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] From Coding to Finance Leadership
[04:22] Building Stories with Data
[09:35] Transition to Data Analytics Leadership
[12:49] Tackling Data Governance Challenges
[17:17] Owning the Data Narrative
[19:57] Typical Clients and Scaling Finance Teams
[25:23] Bridging the Finance Skills Gap
[30:02] Fun and Random: Nathan’s Travel Tales
[32:52] Closing Thoughts and Wrap Up
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This episode of Future Finance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.
Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.
In this episode, you will discover:
The importance of getting your “data house” in order before implementing AI.How self-service BI tools can both empower teams and create challenges in organizations.Why data governance and stewardship should be a co-led initiative between finance and engineering.The role of finance leaders in ensuring data literacy and ownership across departments.Practical insights into scaling finance operations for mid-market companies looking to grow.As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.
Follow Nathan:
LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/
Website: https://www.vai-consulting.com/
Company: https://meetvirginia.io/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
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:
[01:58] - Generative AI and Finance: Myths vs. Reality
[11:17] - AI's Dependency on Clean Data
[12:36] - Guest Introduction: Nathan Bell
[20:02] - Bridging Data, Finance, and Storytelling
[25:25] - Foundations of Data Governance
[29:54] - Challenges with BI and Metrics Ownership
[32:33] - Scaling Finance Teams for Growth
[42:38] - Fun Segment: Travel Stories
[45:29] - Closing Thoughts and Call to Action
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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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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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