Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.

Expect to Learn:

Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.

The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.

The importance of rethinking attribution models and revenue operations frameworks.

Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.

Expect to Learn:

Going beyond budgeting and forecasting to provide strategic insights.

How to transition into business partnering and key skills required.

Why it’s essential for career growth to build a strong personal brand.

Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.

Expect to Learn:

The story behind Love Mondays! and how Ron transitioned from corporate finance to author.

Why attitude and environment are equally important in finding fulfillment at work.

Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.

Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. He shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.

Expect to Learn:

The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.

Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.

Key metrics for success in the distribution industry, including variable margin and truck utilization.

Practical advice for accelerating budget processes and focusing on analytics that drive results.

With a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement.

Expect to Learn:

A detailed comparison of leading FP&A certifications.

Key differences between training programs and certification exams.

Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.

Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO, where she speaks with finance leaders about driving growth and innovation.

Expect to Learn:

Strategies to simplify complex finance concepts for founders and non-finance professionals.

How to craft models that focus on usability, speed, and strategic decision-making.

The importance of understanding and addressing the unique needs of various departments.

Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue’s historic spin-off.

Expect to Learn:

Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation.

The key challenges and milestones in creating a new standalone company.

How FP&A professionals can contribute to major transformation projects.

Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements.

Expect to Learn:

The evolution of FP&A and how specialization is reshaping the field.

The critical role of generative AI in finance and practical advice for adoption.

How the FP&A certification can boost career growth and salary potential.

Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative.

Expect to Learn:

The evolving role of FP&A as a strategic partner in business.

Why storytelling is a critical skill for finance professionals.

How to leverage external data and AI for more robust financial planning.

In this episode, we discuss how FP&A and Supply chain: two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever.

Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency.

Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master’s in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.

Expect to Learn

Why FP&A is positioned as the "center of the universe" for organizational data.

Practical advice on aligning and rolling forward metrics to track business performance.

How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.

Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making.

Expect to Learn

Key traits of successful FP&A systems and how to separate from traditional accounting

When and how to implement financial planning tools with key indicators

Overcoming challenges in digital transformation and common pitfalls to avoid

Leveraging generative AI to revolutionize FP&A processes and reporting

Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.

Expect to Learn:

Key challenges CFOs face in balancing tactical and strategic priorities.

The importance of technical and soft skills in transitioning from FP&A to the CFO role.

Practical advice for aspiring CFOs, including mentorship and self-awareness.

Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency.

Expect to Learn:

Kathy’s five-part framework that structures financial health 

Practical approaches to FP&A for smaller businesses

The critical role of financial systems and processes

Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.

Expect to Learn:

The core components of data storytelling: data, narrative, and visuals.

Why narrative is often the missing link in data-driven presentations.

Practical steps for creating a data-driven culture within your organization.

Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data.

Expect to Learn:

What distinguishes great FP&A teams, with a focus on strategic business partnering.

How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.

The importance of building strong relationships as an FP&A professional and working with different business units.

Aaron Goss is a seasoned executive with a unique career path. Starting as a part-time sales employee, Aaron quickly rose to the position of Chief Revenue Officer before becoming president of Brothers Paving and Concrete. With a background in public administration, Aaron brings a fresh perspective to leadership in the construction industry, having steered his company from small-scale operations to large-scale growth under private equity backing.

Expect to Learn:

The differences between budgeting in a privately owned company versus one backed by private equity.

Leadership strategies to improve collaboration between finance and operations teams.

Insights into transitioning from sales to executive leadership, and how skills from different fields translate into success.

Brett Hampson has spent over a decade in corporate FP&A, working with some of the world’s largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.

Expect to Learn:

What grassroots finance transformation entails and why it’s preferable to technology-centric approaches.

How to implement Brett’s FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.

The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.

Soufyan Hamid has over 17 years of corporate experience in finance, starting in auditing and consulting with PwC before becoming a finance business partner. Today, he leads The Finance Circle, where he trains finance professionals on improving their storytelling and presentation skills, a key aspect often missing in FP&A. Soufyan is known for his Financial Storytelling Program and his popular LinkedIn presence, where he shares tips with over 75,000 followers.

Expect to Learn: Why it's not just about numbers but adding strategic value to the business and how effective storytelling can turn data into impactful business insights.

In this special episode, Paul Barnhurst, aka the FP&A Guy, recaps key insights from the past six months of interviews on the "FP&A Tomorrow" podcast. He reflects on the soft and technical skills needed for financial planning and analysis (FP&A) professionals, shares standout advice from his expert guests, and dives into what makes great FP&A.

Expect to Learn:

Discover why financial modeling, Excel mastery, and understanding data are critical for FP&A success.

Hear expert perspectives on what makes FP&A teams truly world-class, with an emphasis on technology, data, and strategy.

How to translate complex financial data into actionable insights that your business partners can easily understand.