Uploaded August 2026 | Updated September 2026, 1 week ago
In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss where AI creates value, where traditional automation still wins, and why the human side of FP&A remains irreplaceable.
Not every problem needs AI.
Sometimes the smartest solution is the simplest one.
If a process is predictable and repeatable, automate it.
If a decision requires judgment, collaboration, and changing assumptions, that's where AI can support, not replace, you.
FP&A isn't just about spreadsheets. It's about conversations.
Business partnering. Understanding the story behind the numbers.
🎧 Listen to the full episode on @thefpandaguy
#FP&A #Finance #ArtificialIntelligence #BusinessPartnering #Automation #PowerQuery #FinanceLeadership #FutureOfFinance #DigitalTransformation #FinancialPlanning #AIInFinance #DataStrategy
In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss where AI creates value, where traditional automation still wins, and why the human side of FP&A remains irreplaceable.
Not every problem needs AI.
Sometimes the smartest solution is the simplest one.
If a process is predictable and repeatable, automate it.
If a decision requires judgment, collaboration, and changing assumptions, that's where AI can support, not replace, you.
FP&A isn't just about spreadsheets. It's about conversations.
Business partnering. Understanding the story behind the numbers.
🎧 Listen to the full episode on @thefpandaguy
#FP&A #Finance #ArtificialIntelligence #BusinessPartnering #Automation #PowerQuery #FinanceLeadership #FutureOfFinance #DigitalTransformation #FinancialPlanning #AIInFinance #DataStrategy


![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)




