Uploaded April 2026 | Updated September 2026, 1 week ago
In this episode of Future Finance Podcast, hosts Paul Barnhurst and Glenn Hopper invite Josh Schauer, CFO at insightsoftware, to explore why rushing AI adoption without fixing core processes leads to limited or even risky outcomes.
AI is not a shortcut to better operations. It is a multiplier of what already exists.
If your processes are unclear, AI amplifies confusion.
If your data is flawed, AI accelerates bad outputs.
Yet most teams skip the foundational work.
They rush implementation without process clarity.
Without mapping how decisions actually flow. That creates risk instead of value.
Because automation without structure lacks control.
And speed without accuracy creates exposure.
The real work is slowing down first.
🎧 Listen to the full episode on @thefpandaguy
#AIinFinance #ProcessImprovement #CFO #FinanceTransformation #DigitalStrategy #FPandA #EnterpriseAI #BusinessOperations #DataStrategy #Leadership
In this episode of Future Finance Podcast, hosts Paul Barnhurst and Glenn Hopper invite Josh Schauer, CFO at insightsoftware, to explore why rushing AI adoption without fixing core processes leads to limited or even risky outcomes.
AI is not a shortcut to better operations. It is a multiplier of what already exists.
If your processes are unclear, AI amplifies confusion.
If your data is flawed, AI accelerates bad outputs.
Yet most teams skip the foundational work.
They rush implementation without process clarity.
Without mapping how decisions actually flow. That creates risk instead of value.
Because automation without structure lacks control.
And speed without accuracy creates exposure.
The real work is slowing down first.
🎧 Listen to the full episode on @thefpandaguy
#AIinFinance #ProcessImprovement #CFO #FinanceTransformation #DigitalStrategy #FPandA #EnterpriseAI #BusinessOperations #DataStrategy #Leadership

![How FP&A Professionals Use AI to Move from Reporting to Strategy with Carolina Lago
FP&A & AI Software Showcase: Explore Leading Tools
FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una- AI. Join us for live demos, insights, and no sales pressure.
Register today: www.thefpandaguy.com/fpa-software-showcase
Onto this weeks episode
In this episode of FP&A Unlocked, Paul Barnhurst speaks with Carolina Lago, founder of Tactic Financial, about the impact of AI on financial planning and analysis (FP&A). Carolina shares her extensive experience in the industry, discusses the power of AI in transforming finance workflows, and explains how AI is amplifying the work of finance professionals rather than replacing them. She delves into her use of AI agents, like Claude, as thinking partners in her work, and gives practical advice for finance teams on leveraging AI for strategic decision-making.
Carolina Lago is the founder of Tactic Financial, where she helps FP&A professionals integrate AI into their workflows through hands-on training and practical tools. With over 20 years of experience in financial planning, analysis, and modeling across multiple industries and continents, she brings a unique perspective on how technology can amplify (not replace) the work of finance teams.
Expect to Learn:
The evolving role of FP&A as a bridge between strategy and operations
How AI can reduce manual tasks and enhance strategic thinking
The importance of understanding workflows and processes in FP&A
Carolinas approach to using AI as a thinking partner to amplify human skills
Here are a few relevant quotes from the episode:
AI is not going to replace humans; it’s going to improve how we work and give us more time for strategic decision-making. - Carolina Lago
The differentiator for companies will be how they use AI to complement human intelligence, not replace it. - Carolina Lago
Carolina explains that AI is not here to replace humans but to enhance their capabilities and free up time for strategic decision-making. She also emphasizes that understanding workflows and the human factor will be key in effectively integrating AI into finance roles.
Follow Carolina:
This weeks Guest Carolina has launched a hands-on program for FP&A professionals who want to move from manual processes to AI-powered workflows. Learn to use Claude for FP&A:
Course:https://hub.tacticfinancial.com/accelerator?utm_source=fpaguy&utm_medium=referral&utm_campaign=accelerator
LinkedIn: https://www.linkedin.com/in/s-carolinalago/
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
[02:50] – FP&A : Strategy & Operations
[06:43] – AI in Reducing Manual Tasks
[10:52] – Transforming Finance with AI
[14:26] – Learning AI & Human Judgment
[19:37] – AI in Finance: Real Applications
[25:57] – The Future of AI in FP&A
[33:12] – Elevating FP&A with AI
[39:45] – Adopting AI in FP&A
[45:30] – AI for Better Decision-Making
[50:15] – Getting Started with AI
[54:05] – Final Thoughts on AI & Collaboration How FP&A Professionals Use AI to Move from Reporting to Strategy with Carolina Lago](https://i.ytimg.com/vi/qtZkKrROiQw/mqdefault.jpg)

![How Companies Are Losing Millions While Being Data Rich with Ron Nachum
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder and CEO of Sapien, to discuss how AI agents are transforming financial operations and decision-making for companies. Ron shares how Sapien leverages AI to unify siloed financial data, automate workflows, and provide actionable insights, helping companies unlock millions of dollars in hidden value while enabling employees to focus on strategic work.
Ron Nachum is the founder and CEO of Sapien, an AI-native platform that deploys agents to understand and act on messy, siloed data across ERPs, data warehouses, CRMs, and spreadsheets. Ron studied at Harvard, where he focused on computer science, statistics, and applied AI research. He has spent years building AI solutions for finance and operational processes, creating systems that help companies make better, faster decisions and optimize their operations.
In this episode, you will discover:
AI can unlock value from messy, siloed financial data
Sapien’s platform automates reporting, forecasting, and operational decisions
Human oversight and governance remain crucial for AI configurability
Talent density and culture are key to scaling a young, fast-growing company
Early entrepreneurial mindset shapes long-term innovation
Ron Nachum demonstrates how AI can revolutionize financial operations by turning siloed, messy data into actionable insights. Sapien’s platform empowers companies to automate reporting, optimize decisions, and free employees to focus on high-value work. Ron emphasizes that combining AI with governance, configurability, and a talented team creates systems that not only deliver immediate value but also scale strategically.
Follow Ron:
Website: https://sapien.ai/news
LinkedIn: https://www.linkedin.com/in/ron-nachum/
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:
[00:00] – Trailer
[03:15] – Data-Rich, Analysis-Poor Challenge
[06:21] – Harvard & the Leap to Sapien
[11:32] – AI Agents in Finance
[17:01] – Balancing AI Flexibility & Guardrails
[23:19] – Efficient & Secure Data Handling
[26:34] – Making Insights Accessible to All Teams
[30:45] – Configurability, Forecasting & Learning
[38:22] – Real-World Impact & Optimizations
[40:25] – Leading Young Teams with Experienced Advisor
[46:11] – Early Entrepreneurial Ventures
[49:13] – Closing Thoughts & Thanks How Companies Are Losing Millions While Being Data Rich with Ron Nachum](https://i.ytimg.com/vi/s6nueBLHGdg/mqdefault.jpg)





![How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis
Paul Barnhurst speaks with Ilyas Anis, CFO and Chartered Financial Modeler, about using financial models to build stakeholder confidence, drive operational decisions, and tell a clear business story. Ilyas shares insights on integrating AI, avoiding common modeling pitfalls, and the importance of scenario analysis and three-statement models.
Ilyas Anis is Finance Lead at Turning Point Brands Canada and Founder of IMnS Associates. He has 15+ years of experience in financial modeling, valuation, and governance across multiple industries. An FCA, CPA, AFM, and FMVA®, he is also a board advisor and AI enthusiast.
Expect to Learn
Models build trust, not just numbers
Connect finance with operations for better decisions
AI is a helpful junior analyst, but human judgment matters
Scenario analysis and storytelling are essential in models
Here are a few quotes from the episode:
“Stakeholders don’t pay you for getting the right thing. They pay for the confidence.” – Ilyas Anis
“Financial models should open every Monday morning, they shouldn’t die after fundraising.” – Ilyas Anis
Ilyas Anis highlights how financial models go beyond numbers to build trust, enable strategic decisions, and communicate a clear business story. He emphasizes the role of AI as a supportive tool, the importance of connecting finance with operations, and practical strategies for building models that deliver actionable insights for stakeholders.
Follow Ilyas:
Website: https://imnsassociates.com/
LinkedIn: https://www.linkedin.com/in/ilyasanis/
Follow Financial Modelers Corner:
LinkedIn Page: 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 receive 15% off by using the special show code ‘Podcast”
Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.
In today’s episode:
[00:00] – Trailer
[02:35] – Early Career Horror Stories
[04:28] – Storytelling in Models
[09:52] – Fundraising vs Operational Models
[12:39] – Connecting Finance & Operations
[18:36] – Revenue Models as Foundation
[25:29] – AI in Modeling
[27:38] – Automating Dashboards
[34:30] – Rapid-Fire Modeling Best Practices
[42:03] – Final Advice How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis](https://i.ytimg.com/vi/vAJ7pkc6Spk/mqdefault.jpg)
