The FP&A Guy Network

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with David Den Boer to debate the future of enterprise performance management, Excel, and AI. They explore whether traditional EPM platforms are being disrupted, how AI could reshape forecasting and finance workflows, and why governance, transparency, and accountability still matter.

David Den Boer is the CEO and Founder of Column5 Consulting and Darwin Analytics. He began his career as an EPM administrator at a Fortune 500 company and later worked with OutlookSoft, which was acquired by SAP and became part of SAP BPC. With more than 20 years of experience in EPM, David works with large enterprises on performance management and develops practical solutions designed to help organizations get more value from their EPM environments.

Expect to Learn:
Why Excel and EPM platforms may be harder to replace than expected.
How AI is changing the build-versus-buy decision for finance technology.
Where AI can support forecasting without removing human accountability.
Why reproducibility, auditability, and governance still matter.
How finance teams should balance AI innovation with existing EPM systems.

Here are a few relevant quotes from the episode:
“There’s really no benefit to avoiding Excel.” - David Den Boer
“Everyone has to have an AI strategy as far out as they can see, which might be six months.” - David Den Boer

David explains that AI can significantly reduce the cost of building and extending finance solutions, but large organizations still need deterministic calculations, multi-user workflows, auditability, and clear accountability.

Follow David:
LinkedIn: https://www.linkedin.com/in/daviddenboer/
Website: https://column5.com/

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Explore Lineos Reporting Intelligence:
Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.
Watch the Reporting Intelligence demo:
https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1

Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today's Episode:
[00:00] - Trailer
[03:46] - What Great FP&A Looks Like
[04:08] - Is Excel Dead?
[06:50] - Is EPM Dead?
[14:18] - Build vs. Buy
[18:40] - AI-Led Forecasting
[26:22] - Reproducibility & Auditability
[31:33] - The Cost of Change
[39:06] - AI & EPM Together
[45:24] - Skills & Closing Thoughts

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper discuss the accelerating pace of AI development and why trying to keep up with every new model is becoming a losing battle. They explore what finance professionals should focus on instead, including AI workflows, process design, data, governance, and automation.

Paul and Glenn also discuss how AI is changing the way finance teams work. As tools become more capable, they believe the lasting advantage will come from knowing how to structure processes, give clear instructions, manage AI-powered workflows, and apply human judgment where it matters most.

In this episode, you will discover:
Why finance professionals should stop chasing every new AI model.
Which AI skills are likely to remain valuable as tools continue to change.
Why process thinking, data, and orchestration are becoming more important.
What risks finance teams should consider when using vibe coding and automation.
Why governance and human oversight still matter in AI-powered workflows.

Paul and Glenn explain that finance professionals do not need to constantly switch tools to gain value from AI. Instead, they should focus on building strong processes that can work across different platforms as the technology continues to evolve.

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

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:
[00:00] - Welcome
[02:21] - The Race for AGI
[08:28] - AI Is Moving Fast
[17:38] - Stop Chasing Models
[19:43] - Durable AI Skills
[25:03] - Data & Orchestration
[28:08] - Vibe Coding Risks
[32:18] - AI Governance
[34:42] - The Cost of AI
[42:07] - What to Focus On
[44:35] - Closing Thoughts

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Danielle Stein Fairhurst to discuss how AI is changing financial modeling, why modelers need to keep learning, and how dynamic arrays are shaping the future of Excel. Danielle also shares her thoughts on model design, AFM exam preparation, and why strategic thinking still matters in an AI-driven world.

Danielle Stein Fairhurst is the Principal Financial Modeling Specialist at Plum Solutions, a Microsoft Excel MVP, Master Financial Modeler with the Financial Modeling Institute, LinkedIn Learning instructor, and internationally recognized financial modeling trainer and speaker. She is also the author of Financial Modeling in Excel For Dummies and Using Excel for Business and Financial Modelling.

Expect to Learn:
How AI is changing financial modeling.
Why modelers should not outsource all their thinking to AI.
How dynamic arrays are changing Excel modeling.
What it takes to prepare for the AFM exam.
Why simplicity and strong model design still matter.

Here are a few relevant quotes from the episode:
“AI is already building financial models, and that is quite terrifying to me.” - Danielle Stein Fairhurst
“I think it’s important that we just sit down and think strategically about what we want, rather than outsourcing all of your creativity and all of your thinking to AI.” - Danielle Stein Fairhurst

Danielle explains that AI can now handle many technical tasks that once required significant modeling expertise. She believes modelers should embrace these tools while still relying on their own judgment, creativity, and strategic thinking.

Follow Danielle:
LinkedIn: https://www.linkedin.com/in/daniellesteinfairhurst
Follow Financial Modeler's Corner:
LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/
Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration that has undergone human editorial review.

In Today's Episode:
[00:00] - Trailer
[05:19] - AI and the Future of Financial Modeling
[08:30] - Financial Modeling Pet Peeves
[10:21] - Updating Courses with AI
[15:34] - Lessons From Danielle’s Pilgrimage
[18:26] - AI Building Financial Models
[27:30] - Training vs. Real-World Modeling
[31:01] - Preparing for the AFM Exam
[35:35] - Dynamic Arrays in Financial Modeling
[40:24] - Lessons From Past Models
[44:47] - Rapid Fire: Excel & Modeling
[48:41] - Closing Thoughts

In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why greater efficiency does not automatically create greater value and how finance teams can use AI without losing judgment, context, or trust with the business.

Valerie Martin is a Finance Executive specializing in FP&A and strategic finance, with experience across GTM, SaaS, AI, and value creation. A former Autodesk finance leader and San Francisco FP&A Board Ambassador, Valerie brings extensive experience in business partnering, finance transformation, and helping organizations make better strategic decisions.

Expect to Learn:
Why AI efficiency does not always create more value.
How AI is changing the skills FP&A teams need.
Why judgment and business context still matter.
How leaders should rethink training and development.
Why communication and trust remain critical in FP&A.

Here are a few relevant quotes from the episode:
“AI could help us get the answer faster, but you can't outsource accountability.” - Valerie Martin
“The measurement is about the value, not the production.” - Glenn Snyder

Valerie explains that AI can automate variance analysis, reporting, data cleanup, and other repetitive work, but faster production is only useful if teams turn that saved time into greater business value. As AI takes on more technical work, FP&A professionals need to strengthen their judgment, curiosity, business acumen, and communication skills.

Follow Valerie:
LinkedIn: https://www.linkedin.com/in/valerie-martin-342878/
Email: valsoniamartin@gmail.com

Follow Glenn:
LinkedIn: linkedin.com/in/glenntsnyder

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Explore Lineos Reporting Intelligence:
Ready to transform financial reporting? See how Lineos Reporting Intelligence helps finance teams connect ERP data directly to Excel, access current data, and spend less time assembling reports.
Watch the Reporting Intelligence demo:
https://www.insightsoftware.com/lineos/resources/Reporting-intelligence-demo/?utm_source=thefpaguy&utm_medium=newsletter&utm_campaign=lineos-influencer-oct&utm_content=newsletter1

Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode:
[00:00] -Trailer
[01:17] - Hard-Coded Opinion
[04:54] - How AI Is Changing FP&A Skills
[06:16] - Where AI Adds the Most Value
[13:51] - When AI Efficiency Doesn't Create Value
[15:03] - Judgment, Context & Accountability
[19:46] - Redesigning FP&A Work for AI
[20:51] - Why Communication Still Matters
[27:35] - Turning Saved Time Into Greater Value
[34:20] - What Differentiates Finance in the AI Era
[41:22] - How FP&A Professionals Stay Valuable
[46:27] - Closing & CPE Information

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Matija Nakic, CEO and Co-founder of Farseer, to discuss how AI is changing financial planning, enterprise software, and decision-making. Matija shares why asking the right questions matters, how AI can accelerate planning workflows, and why strong data foundations remain essential.

Matija Nakic is the CEO and Co-founder of Farseer, an AI-native SaaS platform for business modeling, planning, and analysis. With a background in computer engineering, an MBA, and experience across B2B enterprise software, she progressed from developer to product director before co-founding Farseer.

In this episode, you will discover:
Why asking the right questions matters with AI.
How finance can move toward a decision culture.
Why clean data and context still matter.
How AI can speed up modeling and planning.
When Excel still makes sense for finance teams.

Matija also pushes back on the idea that Excel is obsolete. She argues that spreadsheets remain excellent for rapid modeling and individual analysis, but become harder to manage when collaboration, large datasets, version control, and auditability enter the picture

Follow Matija:
LinkedIn: https://hr.linkedin.com/in/matija-nakic
Company: https://www.farseer.com/

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

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:
[02:18] - Why Farseer Was Built
[04:12] - Solving Complex Enterprise Planning
[05:11] - AI, Vibe Coding & Enterprise Software
[06:57] - Building Farseer’s AI Modeler
[10:05] - How AI Accelerates Development
[11:33] - Building for Technical Finance Users
[12:41] - Why Asking the Right Questions Matters
[15:37] - AI Context, Guardrails & Governance
[17:30] - Why Strong Data Foundations Still Matter
[18:23] - Closing Thoughts