The FP&A Guy Network

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by AI Finance Club members Eve Reiter, Jurgen Lang, and Bukie Faforiji for a discussion on how artificial intelligence is reshaping the future of FP&A. The panel shares how AI has changed the way they approach financial modeling, forecasting, automation, business partnering, and software development. From replacing repetitive Excel work with AI-powered workflows to building production-ready finance applications, they explore the practical skills finance professionals need to stay relevant in an AI-first world.
Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. Bukie Faforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights.

Expect to Learn:
How AI is changing the day-to-day work of FP&A professionals.
Why critical thinking and domain expertise matter more than ever in an AI-driven world.
How finance leaders are using AI to automate workflows and build custom finance tools.
What the AI Finance Club offers finance professionals looking to upskill.
The opportunities,and risks, that AI creates for the future of finance careers.

Here are a few relevant quotes from the episode:
“If nobody can act on the information, then the work has failed.” - Jurgen Lang
“The best way to learn is to share.” - BukieFaforiji
“You are not just consuming in a community. You are also contributing.” - BukieFaforiji

AI is reshaping FP&A by reducing manual work, accelerating analysis, and helping finance professionals build more powerful workflows and tools. However, domain expertise, critical thinking, governance, and human judgement remain essential for producing reliable, defensible results. Finance professionals who actively develop these skills will be better prepared for an AI-driven future.

Follow Eve Reiter:
LinkedIn: https://www.linkedin.com/in/evereiter/

Follow Jurgen Lang:
LinkedIn: https:www.linkedin.com/in/jurgenlang/

Follow Bukie Faforiji:
LinkedIn: https://www.linkedin.com/in/bukie-faforiji/

Learn More About the AI Finance Club:
Website: https://www.aifinanceclub.com

Join the AI Finance Club
The top global finance community with over 3,500 members. Advance your AI and FP&A skills through exclusive training, expert-led sessions, and a global network of finance professionals. Visit the AI Finance Club – Nicolas Boucher | Advance Your Finance Skills Today. The FP&A Guy and use code YNVTUWKG to get $100 OFF your membership.

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
[06:43] - What Great FP&A Looks Like
[11:01] - Inside the AI Finance Club Community
[13:41] - Why the Guests Joined the AI Finance Club
[19:08] - Moving from Excel to AI-Powered Workflows
[23:24] - The Most Impactful AI Projects They Have Built
[32:19] - How to Get More Value from AI Communities
[42:27] - The Opportunities and Risks of AI in Finance
[52:18] - The Essential Skills Every FP&A Professional Needs
[01:01:33] - Quick-Fire Questions and Final Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world.
Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think.

In this episode, you will discover:
How Power Pivot and Power BI transformed data analytics.
Why AI is creating new opportunities for finance professionals.
Why adapting skills is critical in the AI era.
How businesses can make AI practical and accessible.

Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work.

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

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

Follow Robert:
Website: https://p3adaptive.com/
Book: https://fairgamebook.ai/
LinkedIn: https://www.linkedin.com/in/robcollie/

In Today’s Episode:
[03:58] - Building Power Pivot and Power BI at Microsoft
[08:56] - Leaving Microsoft and Founding P3 Adaptive
[13:36] - AI and the Future of Work
[17:13] - Introducing Fair Game
[19:41] - Making AI Practical and Accessible
[21:31] - Helping Everyone Understand AI

In this episode of The ModSquad, Paul Barnhurst, Giles Male, and Ian Schnoor are joined by Excel and Financial Modeling World Champions Michael Jarman and Diarmuid Early to discuss a unique “man versus machine” financial modeling challenge.
The group breaks down their experience testing AI against expert modelers using real financial modeling and Excel competition cases. They explore where AI performs well, where human judgment still matters, and what the future of financial modeling may look like as AI tools continue to improve.

Expect to Learn
How AI compares against expert financial modelers in real-world challenges
Where AI adds value and where human judgment remains essential
Why reviewing and validating AI-generated models is becoming more important
How AI tools are changing the future role of financial modelers
Why strong modeling fundamentals still matter in an AI-driven world

Here are a few quotes from the episode:
“AI can build something quick, but if you want it to be right, often the majority of the time is in checking it.” - Michael Jarman
“The most interesting question is how do you get from something that works to something you actually feel confident in.” - Diarmuid Early

AI is changing the way financial models are built, reviewed, and improved. While AI can increase speed and efficiency, the best results still come from professionals who understand modeling principles, question outputs, and apply human judgement. The future belongs to modelers who can combine technology with expertise.

Follow Ian:
LinkedIn - https://www.linkedin.com/in/ianschnoor/

Follow Giles:
LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/

Follow Michael Jarman:
LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/

Follow Diarmuid Early:
LinkedIn - https://www.linkedin.com/in/diarmuidearly/

In today’s episode:
[00:00] – Trailer
[03:59] – Setting Up the Competition
[09:50] – AI Competition Commentary
[13:02] – Shortcut vs Human Results
[16:17] – AI Review Agents
[20:11] – Trusting AI Models
[29:41] – Future of AI Agents
[33:13] – Human Oversight in AI
[41:27] – Real-World Modeling Challenges
[45:54] – Beyond AI Prompting
[47:50] – Future of Financial Modeling
[53:20] – Closing Thoughts

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success.

Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities.

Expect to Learn:
Why networking should start long before you need your next opportunity
How to choose the right networking organizations for your career goals
Simple strategies introverts can use to build meaningful professional relationships
Why mentoring and networking naturally go hand in hand

Here are a few relevant quotes from the episode:
"Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer
"You don’t need a title to add value; small gestures can create lasting connections." - Josette Ferrer

Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself.

Follow Josette Ferrer:
LinkedIn: https://www.linkedin.com/in/josetteferrer/

Follow Glenn Snyder:
LinkedIn: https://www.linkedin.com/in/glennsnyder/

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
[04:22] – What Great FP&A Looks Like
[12:36] – Choosing the Right Networking Group
[21:23] – Why You Should Start Networking Early
[27:39] – Building and Maintaining Your Professional Network
[33:18] – Networking Strategies for Introverts
[41:21] – The Power of Mentorship
[52:05] – Final Networking Advice for Finance Professionals

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals.
Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible.

In this episode, you will discover:
How Power BI and Power Pivot changed the way organizations use data.
Why AI is creating new opportunities for finance and data professionals.
Why sitting still with current skills can create career risks.
How companies can build AI systems using strong data foundations.
Why semantic models are becoming essential for AI adoption.

Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment.

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

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

Follow Robert:
Website: https://p3adaptive.com/
Book: https://fairgamebook.ai/
LinkedIn: https://www.linkedin.com/in/robcollie/

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] – Trailer
[00:00] – How AI is changing jobs
[02:43] – Robert’s Microsoft journey
[06:06] – Power BI and Power Pivot impact
[11:25] – Leaving Microsoft for P3 Adaptive
[15:43] – AI and the future of data work
[19:33] – Making AI accessible
[25:13] – AI tools and better workflows
[31:11] – AI in career planning
[33:38] – AI changing finance and consulting
[35:16] – Why semantic models matter
[38:35] – Building a strong company culture
[40:34] – Robert’s AI book and future plans