FP&A Tomorrow

Paul Barnhurst
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FP&A Tomorrow

FP&A Tomorrow is where Paul Barnhurst, aka The FP&A Guy, discusses what FP&A looks like today and help shape what it should look like tomorrow by interviewing the best and brightest people in FP&A globally.

  1. How Finance Professionals Can Build Success in Corporate Spin-Off Transformations with Jens Gutberlet

    5日前

    How Finance Professionals Can Build Success in Corporate Spin-Off Transformations with Jens Gutberlet

    In this episode, Host Paul Barnhurst, aka The FP&A Guy, explores the complexities of corporate spin-offs with guest Jens Gutberlet. They focus on Kenvue’s remarkable journey of separating from Johnson & Johnson with strategic reasoning and organizational transformation. This discussion highlights the challenges and opportunities that arise when creating a standalone company from a global giant. Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue’s historic spin-off. Expect to Learn: Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation.The key challenges and milestones in creating a new standalone company.How FP&A professionals can contribute to major transformation projects.The importance of mindset and communication during organizational change.Opportunities for improvement in finance systems and processes during spin-offs. Here are a few relevant quotes from the episode: "Understanding the 'why' behind a transformation is crucial for keeping people engaged and motivated." - Jens Gutberlet"Managing cultural and people aspects during transformation is often harder than tackling technology." - Jens Gutberlet"The key to success is breaking down massive projects into manageable, bite-sized steps." - Jens Gutberlet Jens emphasizes the importance of communication, strategic thinking, and adaptability in navigating the complexities of organizational change. For FP&A professionals, spin-offs are a unique opportunity to shape the future of a company and build robust financial systems. World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3 Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Jens: LinkedIn - https://www.linkedin.com/in/jens-gutberlet/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Enroll for Wharton Online Certificate Program: Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit...

    51分
  2. How Generative AI is Revolutionizing FP&A Processes for Financial Leaders with Bryan Lapidus

    1月2日

    How Generative AI is Revolutionizing FP&A Processes for Financial Leaders with Bryan Lapidus

    In this episode of FP&A Tomorrow, Paul Barnhurst discusses the ever-evolving field of financial planning and analysis (FP&A) with Bryan Lapidus. They explore the shift from traditional roles to value-driven finance. The discussion focuses on the rising importance of generative AI, and examines the essential skills needed for success in the field.  Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements. Expect to Learn:The evolution of FP&A and how specialization is reshaping the field.The critical role of generative AI in finance and practical advice for adoption.How the FP&A certification can boost career growth and salary potential.Differences between value-creating and control-focused CFOs and why it matters.Key technical and soft skills to thrive as an FP&A professional. Here are a few relevant quotes from the episode: "To excel in FP&A, you need the why, the what, and the how: why we allocate capital, what we deliver, and how we use technology and people." - Bryan Lapidus"When finance focuses solely on controls, it limits its ability to contribute to the company’s growth." - Bryan Lapidus"The rise of data analytics in FP&A means more roles require coding knowledge like Python and SQL." - Bryan Lapidus In this episode, Bryan Lapidus shares the transformative impact of technology, and the skills that define the role of FP&A. He emphasized the importance of value creation, specialization, and adopting tools like generative AI while staying grounded in foundational skills. Plan Smarter with Workday: Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Bryan: LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3 Earn Your CPE Credit For CPE credit please go to a href="http://earmarkcpe.com" rel="noopener...

    53分
  3. Effective Communication and Strategic Thinking for FP&A Professionals with Carl Seidman

    2024/12/26

    Effective Communication and Strategic Thinking for FP&A Professionals with Carl Seidman

    In this episode of FP&A Tomorrow, host Paul Barnhurst, aka “The FP&A Guy,” talks about financial planning and analysis (FP&A) with Carl Seidman. They discuss how technology, strategic thinking, and effective communication are reshaping FP&A roles, making them more agile and impactful than ever. Carl Seidman is an FP&A advisor, educator, and fractional CFO with over two decades of experience in financial strategy, business storytelling, and leadership development. Founder of Seidman Financial, Carl helps organizations build robust FP&A capabilities and fosters the development of professionals through learning programs and mastermind groups. Expect to Learn:How the FP&A profession is transitioning from backward-looking analysis to strategic business partnering.The growing importance of communication and influence in advancing FP&A careers.Insights into scenario planning and anticipating disruptions in uncertain times.The role of technology and tools like Excel and generative AI in enhancing FP&A processes.Tips for becoming a more effective presenter and influencer in professional settings. Here are a few relevant quotes from the episode: "Critical thinking and communication are the two most essential skills for FP&A professionals." - Carl Seidman"FP&A professionals must move beyond technical skills to focus on strategy and influence." - Carl Seidman"Excel is still powerful, but integrating it with modern tools can unlock even greater efficiency." - Carl Seidman Carl shared actionable insights and practical advice that can help FP&A teams navigate the complexities of today's business environment. As FP&A transitions from traditional analysis to becoming a vital strategic partner, professionals must cultivate critical thinking, effective communication, and the ability to influence decisions.  Plan Smarter with Workday: Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Carl: LinkedIn - http://linkedin.com/in/carlseidman Website - https://seidmanfinancial.com/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: a href="https://bit.ly/4decOf3" rel="noopener noreferrer"...

    59分
  4. Storytelling Skills for FP&A Professionals to Elevate Business Partnering with Greg Adams

    2024/12/19

    Storytelling Skills for FP&A Professionals to Elevate Business Partnering with Greg Adams

    In this insightful episode of FP&A Tomorrow, host Paul Barnhurst, "The FP&A Guy," explores the dynamic world of financial planning and analysis with guest Greg Adams, a seasoned CFO and author. They discuss how finance professionals can drive value through storytelling, critical thinking, and strategic insights. The conversation also delves into Greg's journey from leading finance teams to writing an international crime thriller with an accountant hero, redefining the image of finance professionals. Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative. Greg's leadership mission is centered on fostering corporate excellence and empowering finance professionals to embrace their strategic potential. Expect to Learn:The evolving role of FP&A as a strategic partner in business.Why storytelling is a critical skill for finance professionals.How to leverage external data and AI for more robust financial planning.Insights into the value of "power skills" like communication and leadership.Greg’s journey writing a crime thriller that challenges stereotypes about accountants. Here are a few relevant quotes from the episode: "If you control information, you control the world. FP&A professionals need to look beyond internal data and consider external benchmarks." - Greg Adams"AI and machine learning allow us to move beyond just historical data to anticipate what’s coming." - Greg Adams"Step away from your desk and talk to people. The best insights often come from conversations." - Greg Adams Greg Adams offered a fresh and inspiring perspective on the role of finance professionals. From emphasizing the art of storytelling in FP&A to advocating for the integration of external data and AI, Greg highlighted how finance can be a driver of change and innovation. Plan Smarter with Workday: Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Greg: LinkedIn - https://www.linkedin.com/in/gregdadams/ Website - https://www.cpa-author.com/ Email - mailto:greg@cpa-author.com Special Offer for Listeners The first three listeners to contact Greg at greg@cpa-author.com can access a free AMA course (valued at $2,000-$3,000). Mention FP&A Tomorrow in your email! Follow Paul:  Website - https://www.thefpandaguy.com...

    56分
  5. How Finance and Supply Chain Teams Can Align for Better Decisions with Lyndsey Weber & Marcia Williams

    2024/12/12

    How Finance and Supply Chain Teams Can Align for Better Decisions with Lyndsey Weber & Marcia Williams

    In this insightful episode of FP&A Tomorrow, we explore the dynamic relationship between Financial Planning and Analysis and Supply Chain Planning. Host Paul Barnhurst aka The FP&A Guy discusses how these two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever. Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency. Expect to Learn:How FP&A and supply chain planning intersect and complement each other.Key differences in planning horizons and decision-making processes between FP&A and supply chain.The role of integrated business planning (IBP) in achieving cross-functional alignment.Strategies to enhance communication and collaboration between finance and supply chain teams.Real-world examples of overcoming challenges during the COVID-19 pandemic and creating value through supply chain optimization. Here are a few relevant quotes from the episode: "Every company has supply and demand, whether it's a product or a service. Matching them is the core of supply chain planning." - Lyndsey Weber"Finance and supply chain must combine top-down and bottom-up approaches for effective planning." - Marcia Williams"The more granular focus in supply chain planning complements the high-level strategy in FP&A." - Lyndsey Weber From breaking down the barriers between FP&A and supply chain to leveraging collaboration for unlocking new opportunities, this episode highlighted actionable strategies for creating alignment and driving business value. Finance and supply chain are two sides of the same coin, and when aligned, they enable better, faster decisions that benefit the entire organization. Plan Smarter with Workday: Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Lyndsey: LinkedIn - https://www.linkedin.com/in/lyndsey-weber/ Follow Marcia: LinkedIn - https://www.linkedin.com/in/marciadwilliams/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of...

    56分
  6. SaaS Metrics for CFOs to Elevate Strategic Growth with Mark Hansen

    2024/12/05

    SaaS Metrics for CFOs to Elevate Strategic Growth with Mark Hansen

    In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth. Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master’s in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry. Expect to Learn Understanding the transition from accurate forecasting to strategic decision-making.Why FP&A is positioned as the "center of the universe" for organizational data.Practical advice on aligning and rolling forward metrics to track business performance.How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams. Here are a few relevant quotes from the episode: "Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen"Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen"FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark Hansen In this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark’s focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact. Plan Smarter with Workday: Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Mark: LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling

    55分
  7. Why FP&A Needs a Chief Customer Happiness Officer with Charlie Liu

    2024/11/28

    Why FP&A Needs a Chief Customer Happiness Officer with Charlie Liu

    In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, explores the evolving world of financial planning and analysis (FP&A) systems. With guest Charlie Liu, the conversation shifts to the art and science of optimizing financial tools and processes to drive business success. Charlie brings a wealth of experience in FP&A, systems consulting, and fractional CFO services, offering listeners practical advice on navigating challenges in financial operations. Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making. Charlie’s unique background in consulting, product management, and sales enables him to deliver strategic and technical insights that empower organizations. Expect to Learn Key traits of successful FP&A systems and how to separate from traditional accountingWhen and how to implement financial planning tools with key indicatorsOvercoming challenges in digital transformation and common pitfalls to avoidLeveraging generative AI to revolutionize FP&A processes and reportingLessons learned from entrepreneurial ventures and adapting FP&A for startups Here are a few relevant quotes from the episode: "There’s no perfect tool; focus on understanding your needs and defining negotiables versus non-negotiables." - Charlie Liu"Data is the foundation of FP&A. Clean, accurate data is essential for meaningful insights." - Charlie Liu"We’re at a point where AI can handle repetitive tasks, allowing FP&A professionals to focus on strategy." - Charlie Liu In this insightful episode, Charlie Liu shared his expertise on optimizing FP&A systems and leveraging the power of generative AI. His advice resonates for businesses of all sizes as he emphasized the importance of customer focus, strategic thinking, and adaptability. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Charlie: LinkedIn - https://www.linkedin.com/in/charliexwliu/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: a href="https://bit.ly/4decOf3" rel="noopener noreferrer"...

    56分
  8. The Real Reason CFOs Have the Shortest Careers With Steve Rosvold

    2024/11/21

    The Real Reason CFOs Have the Shortest Careers With Steve Rosvold

    In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, dives into the evolving role of the CFO and the impact of financial planning and analysis (FP&A) on modern businesses. Steve Rosvold joins the show to explore the critical skills and strategies that drive success in financial leadership today. Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role. Expect to Learn: The evolution of the CFO role: from cost controller to strategic partner.Key challenges CFOs face in balancing tactical and strategic priorities.How FP&A professionals can better align with business objectives to drive value.The importance of technical and soft skills in transitioning from FP&A to the CFO role.Practical advice for aspiring CFOs, including mentorship and self-awareness. Here are a few relevant quotes from the episode: "Human capital is becoming one of the most critical areas for CFOs to manage and measure." - Steve Rosvold"One of the best ways to refine your communication is to get feedback from mentors."  - Steve Rosvold"The foundation of FP&A is in accounting, but its value lies in its forward-looking insights."  - Steve Rosvold This episode of FP&A Tomorrow provided a masterclass in the evolving landscape of financial leadership. From the significance of self-awareness to the need for actionable insights, Steve emphasized the blend of technical expertise and interpersonal skills required for success. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Steve: Website - https://www.cfo.university/ LinkedIn -  https://www.linkedin.com/in/steverosvold/ Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy World-class Digital FP&A Course Bundle:  Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3 Earn Your CPE Credit For CPE credit please go to a href="http://earmarkcpe.com"...

    57分
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番組について

FP&A Tomorrow is where Paul Barnhurst, aka The FP&A Guy, discusses what FP&A looks like today and help shape what it should look like tomorrow by interviewing the best and brightest people in FP&A globally.

情報

  • クリエイター
    Paul Barnhurst
  • 配信期間
    24年 - 25年
  • エピソード
    43
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Copyright 2025 Paul Barnhurst
  • 番組のWebサイト
    FP&A Tomorrow

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