Future Finance

Glenn Hopper & Paul Barnhurst

Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving intersection of technology and finance

  1. AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David

    6 DAYS AGO

    AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper talk with David Ingraham, founder and CEO of HyperPerfect. David explains why AI works best in finance when it is used step by step, with clear context and human review. He also shares why Excel is still central to finance work and how better AI tools can help teams move faster without losing control. David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually. In this episode, you will discover: Why finance teams are still slow to adopt AIWhy context matters when using AI in ExcelWhy AI should be treated like a teammate, not a shortcutHow breaking work into smaller steps leads to better resultsWhere AI helps most in finance today David Ingraham is the founder and CEO of HyperPerfect, a company that brings AI tools into Excel. He spent nearly 20 years in private equity and has worked on deals worth more than $1 billion. He also serves as board president of Aim High, a Bay Area nonprofit that provides free summer education to students. Follow David: LinkedIn: https://www.linkedin.com/in/dsingraham/ Website: https://www.hyperperfect.com 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: [00:22] - David’s background [02:49] - What HyperPerfect does [06:01] - Why finance struggles with AI [07:36] - Why context matters [12:23] - What AI agents are good at today [13:08] - Using AI as a partner [17:51] - Building models step by step [19:20] - Productivity gains and closing thoughts

    20 min
  2. AI in Financial Modeling for Analysts to Improve Accuracy and Speed with David Ingraham

    22 APR

    AI in Financial Modeling for Analysts to Improve Accuracy and Speed with David Ingraham

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by David Ingraham to discuss how AI is transforming the world of finance, particularly in Excel, and why it's essential to treat AI as a partner rather than a tool to simply execute commands. David, the CEO and founder of HyperPerfect, shares his insights on the challenges and opportunities in the AI-finance intersection, including the importance of context and understanding AI’s limitations. David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually. In this episode, you will discover: Why finance professionals are slow to adopt AI despite its potentialHow AI should be treated as a teammate, not a replacementWhy context is everything in AI models, especially in ExcelThe limitations of AI in finance and how to work around them David emphasizes that AI isn’t a shortcut; it’s most effective when used incrementally, with human oversight to ensure accurate results. He also discusses how AI can significantly increase productivity, with an efficiency gain of 15 to 20 times if used properly. Follow David: LinkedIn: https://www.linkedin.com/in/dsingraham/ Website: https://www.hyperperfect.com 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: [02:35] – David Ingraham Background [04:02] – AI in Finance & Accounting for Dummies [05:57] – AI as a Teammate, Not a Threat [07:09] – AI as a Thought Partner [10:01] – Why Finance Teams Struggle with AI [11:51] – Evolution of FP&A [14:30] – RevOps & Finance Alignment [16:41] – AI Use Cases in Finance [19:20] – Agentic AI & Future Direction [22:31] – Process, Data & AI Limitations [28:52] – AI Questions & Closing

    38 min
  3. AI is a Teammate for Finance Leaders to Replace Fear and Drive Strategic Value with Josh Schauer

    15 APR

    AI is a Teammate for Finance Leaders to Replace Fear and Drive Strategic Value with Josh Schauer

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to discuss how AI is being adopted in finance and why many teams are still hesitant. They explore the gap between knowing AI is important and actually using it, along with the challenges around data quality, risk, and accuracy expectations. Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview prior to its acquisition by insightsoftware in 2020. Josh has deep experience in FP&A, consolidation, and finance transformation, and holds a bachelor’s degree in Accounting from the University of Wisconsin–La Crosse. In this episode, you will discover: Why AI should be treated as a teammate, not a replacementHow poor data limits the value of AIPractical ways AI is used in FP&A todayHow AI improves variance analysis and scenario planningWhy finance teams need to become more proactive Josh highlights that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While there is pressure to adopt AI, the focus should be on using it in a way that improves decisions without compromising accuracy.. Follow Josh: LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/ Website: https://insightsoftware.com/ 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: [00:27] – Josh Schauer Background [01:33] – AI in Finance & Accounting for Dummies [04:13] – AI as a Teammate, Not a Threat [05:40] – AI as a Thought Partner [08:06] – Why Finance Teams Struggle with AI [09:46] – Evolution of FP&A [10:53] – RevOps & Finance Alignment [12:32] – Practical AI Use Cases [15:03] – Closing

    15 min
  4. How Finance Teams Can Overcome AI Fear and Build Real Use Cases That Work with Josh Schauer

    8 APR

    How Finance Teams Can Overcome AI Fear and Build Real Use Cases That Work with Josh Schauer

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to explore how AI is being adopted in finance and why many teams are still hesitant. They discuss the gap between understanding AI’s importance and actually using it, along with the challenges around data quality, risk, and expectations of accuracy. Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview before its acquisition by insightsoftware. Josh has extensive experience in FP&A, consolidation, and finance transformation, and holds a Bachelor’s degree in Accounting from the University of Wisconsin–La Crosse. In this episode, you will discover: Why are finance teams slow to adopt AI despite knowing its importanceWhy AI should be treated as a teammate, not a replacementHow poor data and broken processes limit AI’s valuePractical use cases for AI in FP&A, including variance analysisHow scenario planning can be done faster using AI Josh emphasizes that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While the pressure to adopt AI is real, the focus should be on using it in a practical way that improves decision-making and productivity without compromising accuracy. Follow Josh: LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/ Website: https://insightsoftware.com/ 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: [01:35] – Josh Schauer Background [03:02] – AI in Finance & Accounting for Dummies [05:57] – AI as a Teammate, Not a Threat [07:09] – AI as a Thought Partner [10:01] – Why Finance Teams Struggle with AI [11:51] – Evolution of FP&A [14:30] – RevOps & Finance Alignment [16:41] – AI Use Cases in Finance [19:20] – Agentic AI & Future Direction [22:31] – Process, Data & AI Limitations [28:52] – AI Questions & Closing

    29 min
  5. AI Governance for Board Directors to Fix Risk Exposure with Actionable Tools - Shannon Nash

    1 APR

    AI Governance for Board Directors to Fix Risk Exposure with Actionable Tools - Shannon Nash

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Shannon Nash to discuss how finance roles are evolving and how AI is changing the way businesses operate. They talk about Shannon’s career journey, the importance of understanding operations, and how companies are handling AI at different levels. Shannon Nash is a CPA, attorney, and experienced C-suite leader. She has worked as CFO at companies like Wing, Reputation.com, and Inside Source. She is now a Partner at Alpha AI, focusing on AI governance for executives and boards. In this episode, you will discover: Why career paths are not linear anymoreWhy finance leaders need to understand operationsHow AI is being used across companiesThe gap between AI usage and leadership awarenessWhat CFOs need to manage when it comes to AIKey questions boards should ask about AI AI is becoming part of everyday business, but many companies are still catching up when it comes to managing it properly. Understanding where AI is used and how it’s controlled is becoming essential for leaders. Follow Shannon: LinkedIn: https://www.linkedin.com/in/shannonknash/ Podcast: https://www.noboxesjustverses.com/ 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: [01:03] – Shannon Nash Background [05:54] – Why Switching Careers Is the New Normal [09:00] – Finance Leaders & Operations Mindset [08:33] – From AI Tools to AI Strategy [14:26] – The Challenge of Catching Up with AI [20:00] – How Boards Should Approach AI Oversight

    22 min
  6. AI Governance for CFOs to Control Board Risk and Lead Strategic Transformation with Shannon Nash

    25 MAR

    AI Governance for CFOs to Control Board Risk and Lead Strategic Transformation with Shannon Nash

    In this episode of Future Finance, host Paul Barnhurst is joined by Glenn Hopper and special guest Shannon Nash to explore how AI is transforming the role of finance leaders and boardrooms. The conversation dives into AI adoption, governance, and the shift from traditional finance responsibilities to more strategic, decision-driven roles. Shannon Nash is a global C-suite leader, CPA, attorney, and board director with over 30 years of experience across finance, technology, and governance. She is a Partner at Alpha AI, where she helps organizations strengthen AI governance and strategic decision-making. Shannon has served as CFO at companies like Wing, Reputation.com, and Inside Source, and currently sits on multiple boards, including SoFi Bank and NetScout Systems. In this episode, you will discover: Why finance professionals must continuously retool in the age of AIHow AI is changing the role of CFOs and decision-makingThe importance of AI governance at the board levelHow to manage AI investment alongside “AI sprawl.”What key questions boards should be asking about AI AI is rapidly evolving from a tool that supports workflows to one that actively drives decisions. As Shannon highlights, this shift requires stronger governance, better alignment between leadership and operations, and a proactive approach from both CFOs and boards. The future of finance will belong to those who can balance innovation with control and strategy with execution. Follow Shannon: LinkedIn: https://www.linkedin.com/in/shannonknash/ Podcast: https://www.noboxesjustverses.com/ 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: [02:37] – Shannon Nash Background [04:53] – Career Journey & Non-Linearity [09:00] – Finance Leaders & Operations Mindset [11:44] – AI & Alpha AI [17:47] – AI Across Companies [24:32] – AI Governance & Board Questions [31:31] – AI in Decision-Making [35:26] – Shannon’s Podcast [42:22] – AI Questions & Closing

    44 min
  7. How Augmented Intelligence Will Replace AI Hype in Finance with John Thomas

    18 MAR

    How Augmented Intelligence Will Replace AI Hype in Finance with John Thomas

    In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by John Thomas Foxworthy, the founder and CEO of the Global Institute of Data Science (GIDS). John discusses the role of augmented intelligence in the future of AI, particularly in finance, and shares his insights from his book The Augmented Intelligence Revolution: How Leaders Win in the AI Century. John Thomas is the Founder and CEO of the Global Institute of Data Science (GIDS), a consulting and professional development organization focused on helping organizations successfully implement AI and data science initiatives. He serves as a Fractional Chief AI Officer for Fortune 500 companies and teaches AI and machine learning courses at Caltech CTME and UC San Diego Extended Studies. In this episode, you will discover: The role of augmented intelligence in financeHow GIDS helps companies implement AIOvercoming AI adoption challenges and cognitive biasesThe evolution of machine learning and AI terminologyHow AI enhances decision-making and operations in finance John highlights how the rapid evolution of AI can create challenges in its adoption, especially within complex industries like finance. The Global Institute of Data Science addresses these issues by focusing on feasibility studies, AI strategy, and tackling cognitive biases, ensuring the successful integration of AI in business operations. Follow John: GIDS: https://gidsco.substack.com LinkedIn: https://www.linkedin.com/in/john-thomas-foxworthy-m-s-data-science-1718073/ Future Alpha Event: https://www.alphaevents.com/events-futurealphaglobal/agenda-page/filter?_gl=1*1j0347f*[…]ovIhoCWOYQAvD_BwE&gbraid=0AAAAAomEzrlLzh-epjUJjbfXNnASlChga 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: [01:50] – John’s Background and Expertise [03:11] – The Augmented Intelligence Revolution [05:40] – Machine Learning vs. Augmented Intelligence [08:45] – The Global Institute of Data Science [11:04] – Feasibility Studies in AI Projects [15:17] – Managing AI Expectations [17:18] – Closing Thoughts and Book Release

    18 min
  8. How Finance Leaders Can Stop AI Failure and Adopt Augmented Intelligence with John Thomas

    11 MAR

    How Finance Leaders Can Stop AI Failure and Adopt Augmented Intelligence with John Thomas

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how leaders can cut through the hype around artificial intelligence and focus on real-world impact. The conversation dives into why so many AI initiatives fail, how cognitive biases affect AI adoption, and why finance professionals must learn to ask better questions before deploying models. John Thomas is the Founder and CEO of the Global Institute of Data Science (GIDS), a consulting and professional development organization focused on helping organizations successfully implement AI and data science initiatives. He serves as a Fractional Chief AI Officer for Fortune 500 companies and teaches AI and machine learning courses at Caltech CTME and UC San Diego Extended Studies. In this episode, you will discover: Why 85% of AI projects fail and how to avoid The difference between AI hype and real implementationHow augmented intelligence improves human decision-makingWhy asking the right questions about AI models matters mostHow AI can help with risk analysis and financial decision-making This episode highlights that successful AI adoption is not about chasing the latest technology trends but about asking better questions, understanding assumptions, and focusing on real business problems. As AI continues to evolve, finance leaders who combine human judgment with intelligent systems will be best positioned to turn AI from hype into measurable results. Follow John: GIDS: https://gidsco.substack.com LinkedIn: https://www.linkedin.com/in/john-thomas-foxworthy-m-s-data-science-1718073/ Future Alpha Event: https://www.alphaevents.com/events-futurealphaglobal/agenda-page/filter?_gl=1*1j0347f*[…]ovIhoCWOYQAvD_BwE&gbraid=0AAAAAomEzrlLzh-epjUJjbfXNnASlChga 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: [03:05] – Meet John Thomas [04:11] – Augmented intelligence explained [11:21] – Global Institute of Data Science [15:18] – Why AI projects fail [21:29] – Understanding AI models [24:45] – AI in portfolio risk analysis [30:16] – Best advice for finance leaders [32:15] – Rapid-fire questions & wrap-up

    39 min

About

Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving intersection of technology and finance

You Might Also Like