Insights from the FATE Conference to navigate Success in Finance and Technology

In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.

The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia’s AI initiatives to new generative AI tools in finance.

Expect to Learn:

• How to evaluate financial planning tools effectively and cut through vendor hype
• The impact of live AI integration on financial software and employee productivity
• Key lessons from Daymond John’s FATE keynote on goal-setting and personal growth
• Trends in finance tech and new generative AI capabilities from OpenAI and Anthropic
• Practical approaches to implementing generative AI in finance while managing risk

This episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization.

Follow Alex:

LinkedIn: https://www.linkedin.com/in/alexbrower/

Follow Liran:

LinkedIn: https://www.linkedin.com/in/drliranedelist/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

AI Mastery for Finance Professionals: https://a.co/d/hOEegnR

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

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:

[00:19] - Conference Overview and Experience

[03:50] - Keynote Highlights from Daymond John

[05:28] - Alex Brower on Vendor Selection and Demos

[10:29] - Paul on Navigating the FP&A Tool Market

[17:58] - Glenn on Generative AI in Finance

[23:30] - Liran Edelist on Modernization and Data Strategy

[29:13] - Tech Trends to Watch for 2025

[34:18] - Fun Segment: Spreadsheet Challenges

[36:23] - Wrap-Up and Feedback Request