FP&A Today

• Top 10 Burning Questions in FP&A

  In this special episode Glenn is joined by Nate Saperia to answer the 10 most burning questions in FP&A. Nate brings nearly 20 years of finance experience including at Accordion, Spruce Finance, Hess Corporation and GE. At Saperia Consulting Nate specializes in real-time dashboards, financial planning, and interim CFO/FP&A leadership.  The questions: Q1: How can I use AI in FP&A? Q2: What do you think of FP&A solutions? Q3: How can you get to driver based decision making  Q4: Fastest levers FP&A teams can pull with margin pressures rising? Q5: How can an FP&A function trust the financial data it’s using when it doesn’t control the data? Q6: Should the CTO or CFO own the data? Q7. Skills to get from M&A Financial due diligence to FP&A? Q8. FP&A Internship, what advice?  Q9. Things I wish I had known earlier in FP&A? Q10. What’s the future of Excel in FP&A? 

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• FP&A "Wow" Moments at $10m companies

  Australian-born Luke Mulcahy started in FP&A at larger businesses including Coates Group (internet leader in Sydney) and manufacturing company Sherwin-Williams. But for nearly 4 years he has loved having “wow” moments of finance insights with smaller companies. closer to the $5-10million range, where powerful insights are taken straight from finance to the CFO. In his words: “You can have those moments a lot more frequently with small business owners and just tell them what they’re, what they’re missing, what they haven’t got eyes on.” In this episode: Forecasting energy consumption for a utility company in Australia The fear and strategy of becoming a fractional CFO  The ideal set up for FP&A in small businesses  Why big companies often have big data problems (and cleaning that data) Big FP&A wins in small business Solving the date problem in Excel 

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• Data Analytics and AI for FP&A Teams

  This special episode formed part of FP&A Con 2025 which saw a record-breaking 1500 registrants.  The guests: Nathan Bell, Managing Partner, VAi Consulting, is among the most in-demand experts. Bell has unique experience– having started in computer science, before leading finance teams at Native American Bank, Digital Media Trends and Gartner– where he advised hundreds of FP&A teams facing chaotic data situations). Anna Tioma former CFO of Sandoz and  Softeq. Most recently she has pivoted to become a fractional CFO at Blend2Balance.  Anna Yamashita, Solutions Consulting at Data Rails who has worked across SAS finance throughout her career where she helps FP&A teams implement modern performance management solutions. In this session:  How AI is being applied in real FP&A workflows today  Predictive analytics as the gold standard Getting to a single version of truth with AI  ROI in AI  Mastering Data Management  Misconceptions about AI in finance and security  Co-pilot, prompts Bonus: Security and AI 

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• Packed insights for Excel in FP&A: Jeff Gudim

  This episode is 53 minutes packed with practical Excel insights for an FP&A practitioner and Excel advocate at the top of his game. Jeff Gudim is a senior financial analyst, Excel evangelist and hardcore financial model architect at Strategic Education, listed on the NASDAQ and which owns for-profit, online Capella University and Strayer University, Jeff made the leap from private wealth management to corporate FP&A, leveraging his financial planning skills and Excel skills rising up as a data-driven problem solver. Jeff  leads forecasting and analysis for a hundred million dollars IT function.  In this episode Getting from private wealth management to FP&A How Excel jumpstarted my career  My favorite ever Excel model  Monte Carlo simulations  3 time saving tips every FP&A professional needs  Dynamic arrays and Lambda functions and “fundamental” Excel change How to convince your team to use advanced Excel Completely new favorite Excel function or feature Connect with Jeff Gudim on LinkedIn: https://www.linkedin.com/in/jeff-gudim-7a994546/

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• Data Science masterclass with Shifra Isaacs

  In this masterclass Shifra Isaacs, developer Relations Advocate at Ascend.io, delves into her experience as data scientist, technical writer, and support lead providing fresh insights for FP&A and finance professionals. In this episode: Data science vs business analytics  Pulling data not yet able to be modeled  Python for Excel  The right models for risk scoring, variance analysis and forecasting  Replicating a process with a new tool using AI How can we survive in an AI first world Connect with Shifra Isaacs on LinkedIn: https://www.linkedin.com/in/shifra-isaacs/

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