Uploaded June 2026 | Updated September 2026, 1 week ago
In this episode of FP&A Unlocked, host Paul Barnhurst invites guest Nicholas Moen to explore the future of AI in finance, talent retention, leadership responsibilities, and how organizations can build teams that thrive alongside emerging technology.
The biggest AI advantage isn't the tool.
It's the people who know how to use it.
Right now, AI talent is creating outsized value across organizations.
And replacing that expertise isn't easy.
Too many leaders focus on acquiring technology while overlooking the people driving results with it.
New technologies always create a temporary gap between those who understand them and those who don't.
The companies that win are the ones that recognize, develop, and retain that expertise early.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #FinanceLeadership #ArtificialIntelligence #FinanceTransformation #CFO #FPandA #LeadershipDevelopment #FutureOfWork #FinanceProfessionals #BusinessStrategy #TalentManagement #AILeadership #FinanceCareers #DigitalTransformation
In this episode of FP&A Unlocked, host Paul Barnhurst invites guest Nicholas Moen to explore the future of AI in finance, talent retention, leadership responsibilities, and how organizations can build teams that thrive alongside emerging technology.
The biggest AI advantage isn't the tool.
It's the people who know how to use it.
Right now, AI talent is creating outsized value across organizations.
And replacing that expertise isn't easy.
Too many leaders focus on acquiring technology while overlooking the people driving results with it.
New technologies always create a temporary gap between those who understand them and those who don't.
The companies that win are the ones that recognize, develop, and retain that expertise early.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #FinanceLeadership #ArtificialIntelligence #FinanceTransformation #CFO #FPandA #LeadershipDevelopment #FutureOfWork #FinanceProfessionals #BusinessStrategy #TalentManagement #AILeadership #FinanceCareers #DigitalTransformation


![Why AI Makes Financial Modeling Best Practices More Important with Marli van Staden-Basson
In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Marli van Staden-Basson about best-practice financial modeling, AI, model design, and the skills needed to build reliable models. Marli explains why transparency, usability, and risk management matter, and how AI makes strong modeling practices even more important.
Marli van Staden-Basson is the founder and financial modeling specialist at Near Future Limited, with over 20 years of experience in corporate and infrastructure finance. She specializes in renewable energy and digital infrastructure modeling, including complex model development and independent model audits.
Expect to Learn:
What best-practice financial modeling really means.
Why model design and transparency are so important.
How AI is changing financial modeling.
Common modeling mistakes and practices to avoid.
How to design models around the people who use them.
Why human review remains essential when using AI.
Here are a few relevant quotes from the episode:
You are still the last line of defence as the human modeler. - Marli van Staden-Basson
A good financial model should really be doing a single thing. - Marli van Staden-Basson
AI can make modeling faster, but Marli explains why it does not replace good modeling practices. Clear design, purposeful structure, checks, and human judgement remain essential for creating models that are reliable and easy to review.
Follow Marli:
LinkedIn: https://www.linkedin.com/in/marli-van-staden-basson-7119ba28/
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LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/
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Take your financial modeling skills to the next level with FMI’s Global Financial Modeling Conference. Experience 24 hours of learning, networking, and practical insights from leading experts across the finance community.
Register today: https://fminstitute.com/conference/
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
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Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW
In Todays Episode:
[00:00] - Trailer
[03:29] - Building a Career in Financial Modeling
[07:18] - Breaking the Modeler Stereotype
[10:54] - Financial Modeling Horror Stories
[18:49] - Starting a Financial Modeling Consultancy
[24:28] - AI and Best-Practice Modeling
[30:26] - Why Model Design Matters
[37:07] - Tips for Building Better Models
[41:23] - Worst Modeling Practices to Avoid
[47:43] - Excel Rapid Fire
[51:05] - AI and the Future of Modeling Why AI Makes Financial Modeling Best Practices More Important with Marli van Staden-Basson](https://i.ytimg.com/vi/PAX70Ywt5Sk/mqdefault.jpg)


![The Mistakes in Structure and Data Thinking That Break Models with Mark Proctor
In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka The FP&A Guy) is joined by guest Mark Proctor. Together, they discuss the intricacies of financial modeling and data analysis, with a focus on building efficient models and leveraging automation in Excel. Mark shares his deep expertise on why structure is key, how to automate tedious tasks, and how Excel continues to evolve to meet the demands of modern financial professionals.
Mark Proctor is a seasoned financial professional with a background in accounting and finance, an Excel MVP, and the founder of Excel Off The Grid, a platform dedicated to improving efficiency and effectiveness in Excel. With decades of experience, Marks insights are invaluable for anyone looking to optimize their use of Excel for financial modeling and beyond. He has helped countless professionals streamline their work through better data structure and automation techniques.
Expect to Learn
Financial modeling vs. data analysis
Automation in Excel with Power Query & Pivot
Why VLOOKUP is outdated and modern alternatives
Building flexible, stakeholder-friendly models
Reducing manual and repetitive Excel tasks
Here are a few quotes from Mark Proctor:
Hard-coding is the enemy of a flexible financial model. Once you start hard-coding, you lose the ability to see whats really driving the model. - Mark Proctor
One of the key takeaways from bad models is that manual adjustments should always be documented and trackable. - Mark Proctor
As Excel continues to evolve with powerful features like dynamic arrays and advanced automation, the tools discussed in this episode are essential for anyone looking to keep pace with the future of financial modeling. Mark’s emphasis on mastering the basics and thinking structurally will help you work faster and more effectively.
Follow Mark:
Website - https://exceloffthegrid.com/
LinkedIn - https://www.linkedin.com/in/markstephenproctor/
Follow Financial Modelers Corner: 
LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/
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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
[01:54] - Financial Modeling Horror Stories
[04:55] - Lessons from Bad Models
[06:28] - Marks Career Journey and Background
[12:59] - Data Analysis vs. Financial Modeling
[19:17] - Excel as a Data Analysis Tool: Key Innovations
[22:55] - Automation in Excel and Practical Tips
[33:59] - The Importance of Mastering Excel Basics
[44:19] - Wrap-Up and Closing Remarks The Mistakes in Structure and Data Thinking That Break Models with Mark Proctor](https://i.ytimg.com/vi/QDxPDnJ5Zu0/mqdefault.jpg)



![Building Financial Modeling Skills While Playing an E-Sport Game with Professor Eric Kelley
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Dr. Eric Kelley, finance professor, Microsoft Excel MVP, and financial modeling educator, to discuss how financial modeling education is evolving through Excel Esports and hands-on learning. Eric shares how he uses competitions, real-world cases, and structured modeling techniques to help students build stronger financial modeling skills, think in systems, and create models that support better decision-making.
Dr. Eric Kelley is a finance professor at the University of Tennessee’s Haslam College of Business, where he teaches finance at the undergraduate, MBA, and PhD levels. He is a Microsoft Excel MVP and faculty fellow with the Microsoft Excel Collegiate Challenge. Eric focuses on developing integrated financial modeling education, helping students build scalable models through innovative techniques and competitive Excel-based learning.
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:
At the end of the day, weve got to be able to communicate. Weve got to be able to tell stories. - Eric Kelley
Youre not trying to find a loan payment. Youre trying to build a system that is going to take in a flexible set of inputs and generate a loan payment as an output. - Eric Kelley
Eric Kelley shares how financial modeling education can move beyond traditional instruction by combining technical skills, communication, and competitive problem-solving. Through Excel Esports and structured case-based learning, he helps students understand that strong models are not just about getting the right answer, but about building systems that can adapt, scale, and support decisions.
Follow Eric:
LinkedIn: https://www.linkedin.com/in/ekkell/
Youtube: https://www.youtube.com/@erickelley5900
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
[04:33] – The Importance of Communication Skills
[09:12] – Discovering Excel Esports
[11:35] – Competing Under Pressure
[13:01] – Coaching Future Financial Modelers
[16:36] – Bringing Financial Modeling Into the Classroom
[23:51] – Building Excel Esports Cases
[32:00] – Students’ Biggest Modeling Breakthroughs
[36:23] – Advice for Aspiring Modelers
[38:10] – Excel Rapid Fire Questions
[43:33] – Final Advice on Learning Financial Modeling Building Financial Modeling Skills While Playing an E-Sport Game with Professor Eric Kelley](https://i.ytimg.com/vi/RCndzf1kBHw/mqdefault.jpg)
![AI in Finance for Professionals Dealing with Errors, Overhype, and Constant Learning Pressure
In this episode of The ModSquad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modelling. They cut through the hype and discuss what AI actually does well, where it still struggles, and how professionals should be thinking about using it today. From building models to handling workflows, the conversation highlights both the value and the limitations of AI tools in real work.
Expect to Learn
Where AI actually helps in finance and modelling work
Why most “one-click solution” claims are unrealistic
The importance of checking and guiding AI outputs
How instructions and structure improve AI results
Here are a few quotes from the episode:
“It’s not a one-click solution. You still have to check everything.” – Giles Male
“You will have to understand every line to guide AI properly.” – Ian Schnoor
AI is powerful, but it’s not a shortcut to good work. It still needs guidance, structure, and strong fundamentals. The people who benefit most will be the ones who understand both the tools and the work behind them. For now, the best approach is simple: use it, test it, and don’t trust it blindly.
Follow Ian:
LinkedIn - https://www.linkedin.com/in/ianschnoor/
Follow Giles:
LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/
In today’s episode:
[00:05] – Trailer
[02:06] – Current thoughts on AI after recent progress
[03:45] – Daily use of AI and time savings
[05:00] – Mental fatigue and keeping up with AI changes
[08:03] – Calling out AI hype and unrealistic claims
[12:30] – AI training challenges and business demand
[17:57] – “Eye of the storm” phase of AI development
[24:13] – Testing AI-built financial models
[30:52] – Why fixing AI models can take longer than building from scratch
[35:15] – Responsibility to challenge misleading AI claims
[38:41] – Using instructions to improve AI output
[42:59] – Final thoughts on AI, stress, and the future AI in Finance for Professionals Dealing with Errors, Overhype, and Constant Learning Pressure](https://i.ytimg.com/vi/RRHPziG8DL0/mqdefault.jpg)