Future Finance

In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.Expect to LearnWhy generative AI presents unique challenges for audit and compliance.How companies can implement AI while staying audit-ready and minimizing risk.The importance of “reperformance” and ongoing validation for AI systems.Real-world examples of companies navigating AI implementation in finance.Predictions for the future of audits, including real-time monitoring powered by AI.Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[00:09] – Challenges of Using AI in Auditing[01:11] – Current Gaps in Audit Guidance for AI[02:13] – The Role of Reperformance in AI Validation[03:28] – Balancing AI Adoption with Audit Risks[04:20] – Lessons from Real-World AI Implementation[06:15] – The Future of Finance and AI[06:32] – Final Thoughts and Key Takeaways

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper check out  the transformative potential of AI and its implications for businesses, especially in finance and compliance. With guest Jason Pikoos, the discussion unpacks the opportunities and risks associated with adopting generative AI. Jason shares his experience developing frameworks that guide companies in responsibly leveraging AI while maintaining agility and compliance.Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason’s extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.In this episode, you will discover:Why AI governance can accelerate adoption instead of slowing it down.The risks and opportunities in using generative AI for finance and accounting.How companies can prepare for audits and compliance in the AI era.The role of AI in revolutionizing business processes through advanced automation.Practical advice for businesses to integrate AI thoughtfully without jeopardizing compliance.The intersection of AI, governance, and business transformation is both exciting and complex. By embracing thoughtful governance, companies can not only mitigate risks but also unlock AI’s full potential to transform finance and operations. The key lies in understanding the balance between control and innovation, ensuring AI adds measurable value to your organization.Follow Jason:LinkedIn - https://www.linkedin.com/in/jason-pikoos/Connor Groups - https://p.connorgp.com/l/Governance Framework - https://uploads-ssl.webflow.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[01:31] Introduction and Opening Thoughts[02:37] Meet Jason Pikoos[04:09] Why AI Governance Matters[06:10] Driving Innovation with Governance[09:30] Challenges of Generative AI in Public Companies[14:19] Reperformance and Ongoing Validation[17:59] AI Adoption in Finance[25:02] The Future of Auditing with AI[32:17] What’s Next in Advanced Automation[41:46] Fun Insights and Closing Thoughts

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025. The conversation is an engaging mix of professional insights, personal anecdotes, and a bit of humor to ring in the new year.Paul Barnhurst known as "The FP&A Guy," is a finance thought leader who bridges the gap between finance, technology, and strategy. Glenn Hopper: A finance professional and author focused on leveraging AI and technology in finance to drive innovation. Glenn brings expertise from a practitioner’s perspective and insights into the evolving role of technology in business.In this episode, you will discover:Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.The challenges and opportunities in integrating generative AI into financial workflows.Reflections on the professional and personal growth journeys of the hosts over the past year.Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.The evolution of tools for fractional CFOs and the future of scalable financial solutions.Paul and Glenn explored the dynamic intersection of finance, technology, and innovation. 2025 holds the promise of even greater strides in AI, quantum computing, and tools that redefine how finance professionals work and collaborate. This episode has been a blend of reflection, insight, and a bit of fun to welcome the new year. Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[01:44] Introduction to the Episode[02:44] Looking Back at 2024[12:45] Biggest Tech Trends of 2024[19:49] Emerging Financial Technologies[23:06] Fractional CFO Tools[27:21] Innovative Planning Tools.[30:57] Predictions for 2025[37:08] Fun with AI-Generated Songs[44:26] Closing Remarks

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the role of artificial intelligence and high-stakes industries, including finance, energy, and defense. Guest Jon Brewton shares how his company is leading the charge in explainable and traceable AI solutions.Jon Brewton is the founder and CEO of Data Squared, a service-disabled veteran owned business at the forefront of generative AI solutions. With a history of impactful roles at BP and Chevron, Jon’s expertise combines technology innovation and operational efficiency. His work emphasizes AI solutions that prioritize traceability, explainability, and reliability.In this episode, you will learn:How AI traceability and explainability are transforming finance and other industries.The significance of knowledge graphs and Graph Rag techniques in financial data.The challenges of AI hallucinations and how to mitigate them in critical applications.Practical strategies for integrating AI and advanced analytics into financial workflows.Jon’s personal journey from the military to pioneering cutting-edge AI solutions.Jon Brewton explains the importance of traceability and explainability and the transformative potential of knowledge graphs and advanced analytics. He shares practical tips and approaches that financial professionals can adopt today. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[00:05] - Introduction to Jon Brewton[01:41] - Founding Data Squared[04:58] - Why Traceability Matters in AI[10:07] - Generative AI in High-Stakes Industries[12:10] - Role of Knowledge Graphs[18:11] - Linking Financial Data[20:38] - Addressing AI Hallucinations[27:36] - Starting with AI in Finance[32:00] - Personal Reflections[35:05] - Closing Thoughts

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.In this episode, you will learn:Microsoft’s advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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] - Advancements in Spreadsheet LLMs[04:54] - OpenAI’s Roadmap to AGI [13:49] - Jon Brewton Introduction[18:45] - Importance of Traceability and Explainability[25:40] - Knowledge Graphs and Financial Data[34:56] - Addressing AI Hallucinations[42:01] - Advice for Finance Leaders[45:48] - Jon’s Unique Experiences[48:53] - Closing Remarks

In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.In this episode, you will discover:How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.The role of AI in automating data cleaning and governance for finance teams.Strategies for reducing technical debt in SMBs to unlock the full potential of data.Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.Tips for fostering a data-driven culture within organizations and empowering FP&A teams.Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth. Follow Gabi:LinkedIn: https://www.linkedin.com/in/gabriellasteele/Website: https://www.preql.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[00:09] Introduction for Gabi Steele[01:09] From Art to Analytics[04:33] Data Storytelling in Finance[08:04] AI and FP&A Transformation[14:14] The Democratization of Analytics[18:15] Challenges in SMB Data Adoption[19:04] Building a Data-Driven Culture[33:58] Fun Get-to-Know-You Questions[38:16] Closing Thoughts

In this insightful episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the evolving landscape of finance, data analytics, and automation with Gabi Steele, a seasoned data visualization expert and co-founder of Preql. The discussion navigates the challenges finance teams face in building data-driven cultures, leveraging AI tools, and creating efficiencies in data management.Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.In this episode, you will discover:How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.The importance of storytelling and accessibility in data visualization.Ways to foster a data-driven culture within organizations of all sizes.Challenges and solutions for integrating AI with financial planning and analysis (FP&A).The future of low-code/no-code tools in democratizing data analytics.Gabi Steele offered a masterclass in how finance professionals can embrace the transformative power of data and AI. From simplifying complex data processes to fostering a culture of analytics, Gabi underscored the importance of aligning teams, tools, and technology for smarter decision-making. Follow Gabi:LinkedIn: https://www.linkedin.com/in/gabriellasteele/Website: https://www.preql.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[01:48] - Introduction to the Episode[08:23] - Financial Modeling World Cup[19:37] - Discussion on AI Subscriptions[25:53] - Meet Guest: Gabi Steele[26:59] - Data's Role in Finance[33:58] - Leveraging AI in Data Management[39:07] Democratizing Data Access[44:57] Building a Data-Driven Culture[49:45] Challenges in SMB Data Integration[59:51] Fun Segment: Get to Know Gabi

In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.Expect to Learn:The interplay between finance, data, and technology in decision-making.The critical first steps to establishing effective data governance and management.Real-world stories of overcoming challenges with data literacy and BI implementation.How to prepare finance teams for scaling and adopt advanced analytics.The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[01:59] From Coding to Finance Leadership[04:22] Building Stories with Data[09:35] Transition to Data Analytics Leadership[12:49] Tackling Data Governance Challenges[17:17] Owning the Data Narrative[19:57] Typical Clients and Scaling Finance Teams[25:23] Bridging the Finance Skills Gap[30:02] Fun and Random: Nathan’s Travel Tales[32:52] Closing Thoughts and Wrap Up

This episode of Future Finance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.In this episode, you will discover:The importance of getting your “data house” in order before implementing AI.How self-service BI tools can both empower teams and create challenges in organizations.Why data governance and stewardship should be a co-led initiative between finance and engineering.The role of finance leaders in ensuring data literacy and ownership across departments.Practical insights into scaling finance operations for mid-market companies looking to grow.As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.Follow Nathan:LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/Website: https://www.vai-consulting.com/Company: https://meetvirginia.io/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture 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:[01:58] - Generative AI and Finance: Myths vs. Reality[11:17] - AI's Dependency on Clean Data[12:36] - Guest Introduction: Nathan Bell[20:02] - Bridging Data, Finance, and Storytelling[25:25] - Foundations of Data Governance[29:54] - Challenges with BI and Metrics Ownership[32:33] - Scaling Finance Teams for Growth[42:38] - Fun Segment: Travel Stories[45:29] - Closing Thoughts and Call to Action

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 hypeThe impact of live AI integration on financial software and employee productivityKey lessons from Daymond John’s FATE keynote on goal-setting and personal growthTrends in finance tech and new generative AI capabilities from OpenAI and AnthropicPractical approaches to implementing generative AI in finance while managing riskThis 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/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/hOEegnRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture 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