Uploaded June 2026 | Updated September 2026, 1 week ago
I’m Lauren Pearl, your CFO who loves great tech but hates long sales pitches.
That’s why I created CFO Quick Pitch where software vendors have under 3 minutes to convince you their tool is worth a demo.
In this episode, I talk with Stefan Hedlund, Head of Finance at Rillet, about their modern ERP built for scaling SaaS companies. We cover who it’s for, the problems it solves, how it compares to QuickBooks and NetSuite, pricing, and what actually makes it different.
If you’re dealing with revenue recognition, multi-entity consolidation, or outgrowing QuickBooks, this quick pitch is for you.
#CFOQuickPitch #FinanceTech #ERPSoftware
I’m Lauren Pearl, your CFO who loves great tech but hates long sales pitches.
That’s why I created CFO Quick Pitch where software vendors have under 3 minutes to convince you their tool is worth a demo.
In this episode, I talk with Stefan Hedlund, Head of Finance at Rillet, about their modern ERP built for scaling SaaS companies. We cover who it’s for, the problems it solves, how it compares to QuickBooks and NetSuite, pricing, and what actually makes it different.
If you’re dealing with revenue recognition, multi-entity consolidation, or outgrowing QuickBooks, this quick pitch is for you.
#CFOQuickPitch #FinanceTech #ERPSoftware

![The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with John Yeldham, a leading expert in financial modeling and founder of Lodeum, a global online financial modeling training platform. John shares his experience leading and training teams of financial modelers across corporate and project finance, and discusses the importance of standardizing language, modular model design, and building trust in complex Excel models.
John Yeldham has 20 years of experience leading and training financial modeling teams in project and corporate finance, supporting deals and valuations for global funds, energy, and infrastructure, as well as smaller businesses. He created and refined modeling methodologies at BDO UK, Forvis Mazars, and for Lodeum, a global financial modeling training platform launching in 2026.
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:
Standardizing language allows AI and people to understand and use models effectively. – John Yeldham
A good modeler breaks down a complex model into functional blocks; this is key to building trust and usability. – John Yeldham
John provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses.
Follow John:
Company: https://www.linkedin.com/company/lodeum/
LinkedIn: https://www.linkedin.com/in/johnyeldham/
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
[02:28] – Worst Model Horror Story
[05:20] – Transition to Own Business & Lodeum
[08:51] – Communication & Language Challenges in Modeling
[16:03] – Standardizing Language & AI Integration
[24:25] – Lambda Functions & Dynamic Arrays in Excel
[30:19] – Online Modeling Training Advantages
[36:43] – Favorite Excel Shortcuts
[38:22] – Most Challenging or Fun Spreadsheet Created
[39:42] – Rapid Fire: Modeling Opinions
[47:16] – Advice for Becoming a Better Modeler
[49:31] – How to Connect & Learn More The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham](https://i.ytimg.com/vi/_tc59WKOcBo/mqdefault.jpg)




![AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to explore the challenges and opportunities of implementing AI at scale in enterprises. Dave shares how organizations can manage AI responsibly, measure ROI, and move from scattered pilots to a disciplined, industrialized approach. He also discusses the critical role of CFOs in AI oversight, change management, and creating measurable business value from AI initiatives
Dave Trier is CEO of ModelOp, leading the company with a focus on customer value, product innovation, and enterprise execution. With over 20 years of experience across AI, data science, analytics, cloud, and enterprise software, Dave is a patent-holder and trusted partner to CIOs, CTOs, and AI leaders. Prior to becoming CEO, he shaped ModelOp’s product strategy and held senior roles at Think Big Analytics, Powered by Action, and Accenture Technology Labs. He holds a BS in Electrical Engineering from the University of Notre Dame.
In this episode, you will discover:
How to industrialize AI delivery across an enterprise
Managing risk, governance, and compliance for AI implementations
Measuring AI ROI using financial, feedback, and usage metrics
The CFO’s role in AI oversight and rationalizing AI investments
Key lessons for change management and process discipline in AI adoption
Dave Trier highlights how enterprises can move from scattered AI pilots to a disciplined, industrialized approach that delivers measurable business value. He emphasizes the importance of governance, change management, and cross-functional collaboration to ensure AI initiatives succeed. CFOs play a key role in oversight, setting financial parameters, and rationalizing AI investments.
Follow Dave:
Website: https://www.modelop.com/
LinkedIn: https://www.linkedin.com/in/davidetrier/
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
[02:07] – Meet Dave Trier, CEO of ModelOp
[04:57] – ModelOp & AI Governance Explained
[06:21] – AI vs Data Governance
[08:11] – Evaluating AI ROI for CFOs
[13:24] – AI as a Managed Investment Portfolio
[16:43] – Change Management & Process Discipline
[20:48] – CFO’s Role in AI Oversight
[27:38] – Tips to Maximize AI ROI
[30:16] – Enterprise AI Complexity & Coordination
[32:13] – Dave’s Journey: Electrical Engineer to AI CEO
[35:12] – Closing Thoughts AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier](https://i.ytimg.com/vi/bdVMdbJ8gBQ/mqdefault.jpg)


![How to Build Great What-If Analysis for FP&A Professionals
The FP&A Guy sits down with Lee Lazarow, a finance and technology expert with more than 30 years of experience in FP&A and business planning to discuss how to build effective what-if analysis that goes beyond simple forecasts to drive better business decisions.
Expect to Learn:
- The difference between good-enough and effective what-if analysis
- How to identify the business drivers that matter most
- Why spreadsheet-based planning becomes risky as organizations grow
- Why modeling multiple scenarios leads to better decisions
Follow Lee Lazarow:
Website: https://revelwood.com/
LinkedIn: https://www.linkedin.com/in/lee-lazarow-4019a7/
In Todays Episode
[00:00] – Introduction to what-if analysis
[00:16] – Good enough vs. great scenario planning
[01:36] – Identifying the right business drivers
[03:21] – Why Excel breaks down at scale
[05:14] – The role of modern planning platforms
[06:33] – AI adoption in FP&A today
[07:56] – Three ways to improve what-if analysis
[08:32] – Planning for multiple scenarios
[08:54] – Why timely data matters
[10:01] – Closing remarks How to Build Great What-If Analysis for FP&A Professionals](https://i.ytimg.com/vi/c8v2sBEvJGs/mqdefault.jpg)
