In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.

The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They’re joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.

In this episode, you will discover:

Frameworks for choosing FP&A tools that match different organizational needs
The real impact of AI on finance jobs and practical uses of AI
Top Takeaways from the Finance and Technology Expo
Why consolidated data is crucial for effective AI and planning applications
The importance of having policies for AI integration to prevent misuse

In this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today’s finance tech landscape and preparing for tomorrow.

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:

[02:44] - Paul’s Monologue: People, Process, and Technology

[05:32] - The Future of Jobs in the AI Era

[08:45] - Reflections on the Finance and Technology Expo

[14:15] - Alex Brower on Choosing the Right Finance Tools

[19:17] - Insights from Paul’s Presentation

[26:47] - Glenn on Effective AI Strategy for Finance Teams

[31:47] - Modernization and Data-Driven Decision Making

[38:01] - Latest AI Innovations and Predictions for 2025

[45:35] - Wrap-Up and Closing Remarks

Finance & Technology Trends from FATE Conference with Paul & Glenn

The FP&A Guy Network

Finance & Technology Trends from FATE Conference with Paul & Glenn