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

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

The FP&A Guy Network

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