How AI Automation Saves FP&A Teams 70 Hours Monthly with Gabi Steele
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.
Ways to foster a data-driven culture within organizations of all sizes.
The future of low-code/no-code tools in democratizing data analytics.
How CFOs Can Master Data Governance to Scale Their Companies with Nathan Bell
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.
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.
Practical insights into scaling finance operations for mid-market companies looking to grow.
Finance & Technology Trends from FATE Conference with Paul & Glenn
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.
Key Takeaways include:
Frameworks for choosing FP&A tools that match different organizational needs
The real impact of AI on finance jobs and practical uses of AI
Why consolidated data is crucial for effective AI and planning applications
Empowering Fractional CFOs with AI and Automation for Better Financial Solutions with Joe Manganelli
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 and automating workflows.
In this episode, you will discover:
How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.
Insights into the challenges of scaling a tech product from a macro to a platform.
The practical future of AI in finance, from predictive analysis to process automation.
AI Investment Strategies for Retail Investors to Outperform the Market with Andrew Einhorn
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 investors
The role of data in replacing opinion-based decisions with factual, evidence-driven analysis
Strategies for successfully integrating AI tools into financial decision-making processes
The Role of AI in Shaping the Future of Finance Automation and Innovation with Nicolas Boucher
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.
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.
The Future of AI in Business Mastering Effective Interaction and Resource Planning with Conor Grennan
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.
Revolutionizing Finance through AI and Data Science with Gabriela Gutierrez
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.
Predictions on the future of finance jobs in the context of advancing AI technologies.
A Bold Prediction for the Future of Accounting in the AI Era By Tom Hood
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?
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.
Why AI is a Game-Changer for Finance Professionals - Insights from Christian Martinez
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.
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.
The Role of AI in Modern Finance
Welcome to the exciting world of Future Finance! Today's episode is about how you can stay ahead in this rapidly evolving technology landscape with Jim O'Neill, a seasoned tech leader and co-founder of SaaSWorks. From his early days at HubSpot to his current ventures, Jim offers a unique perspective on how businesses can harness the power of AI while navigating the complexities of data integrity and innovation.
Here are the key takeaways to whet your appetite for the full episode:
AI requires clean, structured data to function effectively. Without it, AI implementations are likely to fail, underscoring the critical need for robust data management practices.
The convergence of AI with other cutting-edge technologies like quantum computing, nanotechnology, and CRISPR gene editing holds the potential to revolutionize various fields, including drug discovery, cryptography, and space exploration.
Companies should consider budgeting for AI investments and adopting AI operations (AI Ops) to integrate AI into their workflows. This proactive approach will enhance productivity and reduce mundane tasks.
With the rapid advancement of AI and other technologies, there is a pressing need for robust governance structures and ethical considerations to prevent misuse and ensure equitable access.
Businesses must adapt to the AI-driven landscape by leveraging AI to optimize processes and prepare for future challenges. This includes encouraging a culture of innovation and risk-taking, similar to the approach taken by HubSpot during its growth phase.
Ensuring Fairness and Privacy in the Digital Age
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.
Secrets to Building Error-Free Financial Models
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.
How Generative AI Is Changing The Game for Finance Professionals
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.
How Al and Automation Is Bridging The Accountant Shortage
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.
How Modern Accounting Software Improves Financial Strategy
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.