Uploaded August 2026 | Updated September 2026, 1 week ago
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Alex Curran, CEO of Aptitude Software, to explore why data architecture, finance transformation, and AI readiness are now top priorities for CFOs navigating the future of finance.
Everyone wants AI. Few organizations are truly ready for it.
The biggest obstacle isn't choosing the right AI tool.
It's fixing the data and finance architecture that powers it.
CFOs are under growing pressure to prove AI delivers measurable value.
But without trusted data, even the smartest AI produces unreliable outcomes.
The organizations pulling ahead aren't rushing into AI.
🎧 Listen to the full episode on @thefpandaguy
#FutureFinance #AIInFinance #FinanceTransformation #DataStrategy #DataGovernance #CFO #FinanceLeadership #ERP #DigitalTransformation #ArtificialIntelligence #AptitudeSoftware
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Alex Curran, CEO of Aptitude Software, to explore why data architecture, finance transformation, and AI readiness are now top priorities for CFOs navigating the future of finance.
Everyone wants AI. Few organizations are truly ready for it.
The biggest obstacle isn't choosing the right AI tool.
It's fixing the data and finance architecture that powers it.
CFOs are under growing pressure to prove AI delivers measurable value.
But without trusted data, even the smartest AI produces unreliable outcomes.
The organizations pulling ahead aren't rushing into AI.
🎧 Listen to the full episode on @thefpandaguy
#FutureFinance #AIInFinance #FinanceTransformation #DataStrategy #DataGovernance #CFO #FinanceLeadership #ERP #DigitalTransformation #ArtificialIntelligence #AptitudeSoftware

![Stop Doing Monthly Reports for Analysts to Automate Finance Workflows Using AI with David Dors
In this episode of FP&A Unlocked, Paul Barnhurst sits down with David Dors to explore how artificial intelligence, particularly Claude, is transforming the future of FP&A. David shares his journey from banking and FP&A into finance transformation, where he now helps finance teams implement AI-powered workflows, automate repetitive processes, and rethink how work gets done in the Office of the CFO.
David Dors is a finance transformation consultant and AI educator specializing in helping finance teams adopt Claude, AI agents, and workflow automation. After beginning his career in banking and FP&A, David shifted his focus to helping finance professionals use AI to improve reporting, analysis, forecasting, and decision-making. Through workshops, training programs, and content creation, he teaches finance teams how to build AI-powered systems that save time and allow analysts to focus on higher-value strategic work.
Expect to Learn:
How AI is changing the future of FP&A
Practical ways to automate reporting and recurring finance tasks
The difference between Claude Chat, Claude Code, and AI agents
Why finance professionals should think of AI as a digital teammate
Key skills FP&A professionals need in an AI-driven world
Here are a few relevant quotes from the episode:
Every forecast, variance analysis, or deck you build should help somebody make a different decision. – David Dors
If nothing changed from the analysis youre providing, theres not much value in what youre doing every day. – David Dors
David explains how finance teams can use AI to eliminate repetitive work, improve efficiency, and spend more time supporting business decisions. He also shares his perspective on the future of FP&A, where professionals will increasingly manage AI agents that handle routine tasks and reporting. non-traditional organizations.
Follow Dave:
LinkedIn: https://www.linkedin.com/in/daviddors/
Website: https://vantagepointconsulting.com/
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 Todays Episode
[00:00] – Trailer
[04:13] – Discovering Claude
[10:27] – AI Training for Finance Teams
[15:19] – Skills & AI Agents
[18:13] – AI Productivity Gains
[22:23] – Quick AI Wins in FP&A
[25:23] – AI Accuracy & Validation
[28:29] – Automating Reporting
[32:35] – The Future of FP&A
[39:01] – Excel Lessons Learned
[42:57] – Final Thoughts Stop Doing Monthly Reports for Analysts to Automate Finance Workflows Using AI with David Dors](https://i.ytimg.com/vi/nP-0NFDU8Pc/mqdefault.jpg)

![The Human Financial Modeler: AI Insights From 60+ Global Experts
In this episode of Financial Modelers Corner, host Paul Barnhurst is joined by Ian Schnoor, Executive Director of the Financial Modeling Institute. They discuss the future of financial modeling in the age of AI, with a focus on how modelers are using AI today, where human judgment still matters, and what governance, ethics, and skill development look like going forward.
Expect to Learn:
Why communication skills are critical for financial modelers
How to build models as flexible systems instead of one-time solutions
How Excel Esports helps students develop real-world modeling skills
How competitions can improve financial modeling education
Here are a few quotes from the episode:
86% of the council members are using AI for modeling tasks – Ian Schnoor
The shift, there will be a shift, of course, from construction to judgement – Ian Schnoor
Ian Schnoor shares why AI should enhance, not replace, human expertise in financial modeling, emphasizing judgment, governance, and strong foundational skills. He also offers practical career advice for aspiring modelers and highlights why mastering the fundamentals remains essential in an AI-driven future.
Follow Ian:
LinkedIn - https://www.linkedin.com/in/ianschnoor/
Follow Financial Modelers 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
In Today’s Episode:
[00:00] –Trailer
[03:25] – Ian’s Modeling Journey
[06:20] – Building Modeling Skills
[09:59] – Global Leadership Council Report
[14:40] – AI Use in Financial Modeling
[21:31] – Human Judgment in Modeling
[26:09] – Trust and AI Governance
[30:11] – Ethics and the Future of Modeling
[44:14] – Final Thoughts on Modeling Careers The Human Financial Modeler: AI Insights From 60+ Global Experts](https://i.ytimg.com/vi/nPr3otxWSnw/mqdefault.jpg)

![Evergreen Fund Growth and the NAV Valuation Challenges Financial Modelers Face with Rafael
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Rafael Le Saux to talk about valuation, modeling, and how the field is changing. They dig into real challenges from working on complex models and what happens when things go wrong. The conversation also covers how private markets are evolving and why valuation is getting harder. It’s a practical look at how modeling connects to real decisions in today’s finance world.
Rafael Le Saux is a valuation and modeling expert with over 16 years of experience in financial advisory and alternative investments. He leads Valuation and Modeling Services at PwC Luxembourg, working across multiple asset classes. He has also worked at Partners Group and across global markets, including France, Australia, and Chile. Alongside his professional work, he teaches, speaks at industry events, and supports the valuation community.
Expect to Learn
Why a strong model structure is critical in real-world projects
The impact of evergreen and semi-liquid funds on valuation risk
Why regulators are increasing scrutiny on valuation practices
How AI is helping improve workflows but not replacing human judgment
How to bridge the gap between auditors and investment teams
Here are a few quotes from the episode:
“Some students are actually afraid of Excel, and you can see that change in just a couple of days.” - Rafael Le Saux
“Financial modeling is not just about numbers. It’s about understanding where you are today and where you’re going tomorrow.” - Rafael Le Saux
Valuation and modeling are becoming more demanding as markets continue to change. Better tools make the work faster, but they don’t replace the need for clear thinking and solid structure. The people who focus on understanding the “why” behind the numbers, not just the output, will be the ones who stand out.
Follow Rafael:
LinkedIn: https://www.linkedin.com/in/rafael-le-saux/
Website: https://www.pwc.lu/
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
[04:25] – Modeling Horror Story
[06:36] – Teaching Modeling
[09:11] – AI in Education
[11:21] – AI in Daily Work
[16:45] – Luxembourg as a Financial Hub
[19:48] – Regulation & Valuation
[22:55] – Retail Investors & Private Markets
[26:59] – Valuation Frequency
[30:10] – Auditors vs Investment Teams
[33:30] – Excel Tips
[35:20] – World Cup Model
[37:30] – Rapid Fire
[44:00] – Final Advice Evergreen Fund Growth and the NAV Valuation Challenges Financial Modelers Face with Rafael](https://i.ytimg.com/vi/oMcJxmqUT-I/mqdefault.jpg)



![AI Finance Club: What Three Members Learned from the Experience with Eve, Jurgen & Bukie
IIn 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 AI Finance Club: What Three Members Learned from the Experience with Eve, Jurgen & Bukie](https://i.ytimg.com/vi/px7e349UjoI/mqdefault.jpg)
