Uploaded June 2026 | Updated September 2026, 1 week ago
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Robert Blanding to unpack one of the most overlooked drivers of high-performing finance organizations:
Relationships. Not dashboards. Not systems.
Not reporting packages. Because when pressure hits the business.
The strength of your partnerships gets exposed fast.
If operational teams aren’t supporting finance, the problem usually isn’t technical.
It’s relational.
The best FP&A professionals invest time before the fire starts.
They build trust outside of budget season.
They create alignment before priorities collide.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #FinanceLeadership #BusinessPartnering #Leadership #CorporateFinance #FinanceTeams #CFO #OperationalExcellence #StrategicFinance #FinanceTransformation #CommunicationSkills #FPandAUnlocked
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Robert Blanding to unpack one of the most overlooked drivers of high-performing finance organizations:
Relationships. Not dashboards. Not systems.
Not reporting packages. Because when pressure hits the business.
The strength of your partnerships gets exposed fast.
If operational teams aren’t supporting finance, the problem usually isn’t technical.
It’s relational.
The best FP&A professionals invest time before the fire starts.
They build trust outside of budget season.
They create alignment before priorities collide.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #FinanceLeadership #BusinessPartnering #Leadership #CorporateFinance #FinanceTeams #CFO #OperationalExcellence #StrategicFinance #FinanceTransformation #CommunicationSkills #FPandAUnlocked
![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)


![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)
