
Most Companies Evaluate AI the Wrong Way.
The video argues that most companies misjudge artificial‑intelligence projects by treating them like consumer gadgets—comparing feature lists, staging flashy demos, and running short pilots—rather than asking whether their finance infrastructure can actually absorb the technology. Riveron’s consultants contend that the decisive factor is a mature finance architecture capable of integrating AI without breaking existing processes. Three evaluation pillars emerge. First, firms must match AI solutions to the specific business problem, not chase dense feature sets. Second, the data‑integration footprint matters: tools need seamless connections to ERP, CRM, and planning platforms and should avoid heavy data‑transformation pipelines. Third, the output must be trustworthy—explainable models, audit trails, and defensible results are non‑negotiable for finance teams. As the speaker puts it, “The real question is having a finance architecture mature enough to absorb AI without breaking.” Riveron’s methodology emphasizes problem‑solution fit, integration feasibility, and model governance, illustrating how a disciplined approach can prevent the adoption failures that plague many pilot programs. For finance leaders, adopting this framework means avoiding costly sunk investments, meeting regulatory scrutiny, and unlocking AI’s promised efficiency gains. Companies that align AI with their data ecosystem and governance standards are poised to capture competitive advantage, while those that persist with feature‑centric evaluations risk stalled projects and compliance exposure.

AI Governance for CFOs to Control Board Risk and Lead Strategic Transformation with Shannon Nash
The Future Finance episode spotlights Shannon Nash, a CPA‑attorney‑operator who now partners at Alpha, an AI‑governance firm built for board directors and executives. Nash explains why today’s CFOs must move beyond traditional finance stewardship and become fluent in enterprise‑wide AI...

How CFOs Are Using the Return on Change to Fix Failing Projects and Rethink ROI with Vincent & Ilana
The episode of FPNA Unlocked spotlights a growing CFO dilemma: AI and new software promise efficiency, yet traditional ROI metrics fail to justify the spend. Hosts Vincent Msina, a veteran software‑sales CPA, and Alana Eststerich, a three‑time nonprofit CFO, argue...

The Marketing Attribution Strategy for FP&A Teams to Take Control of Marketing ROI with Jeff
Jeff Greenfield, CEO of Provalytics, discusses how cookie‑less attribution can prove the ROI of upper‑funnel channels such as CTV and podcasts. He explains the growing responsibility of FP&A teams to understand marketing data models and align budgets with measurable outcomes....

Machine Learning Needs Real Expertise.
The video highlights a pervasive issue in the machine‑learning community: an influx of overconfident amateurs who lack the professional safeguards that govern fields like law, accounting, and medicine. Because ML is largely unregulated, distinguishing genuine expertise from hype becomes a...

How Finance Leaders Can Stop AI Failure and Adopt Augmented Intelligence with John Thomas
The Future Finance episode features John Thomas Foxworthy, founder and CEO of the Global Institute of Data Science, discussing how finance leaders can avoid AI project failures by embracing augmented intelligence rather than viewing AI as a replacement. Foxworthy cites an...

Tips For Aligning the Forecasting Process Between Finance and Operations with Amber Johnson
In this Financial Modeler’s Corner episode, Amber Johnson explains how logistics forecasting intertwines with financial forecasting, emphasizing that operational nuances can ripple into significant financial outcomes. She stresses the importance of measuring forecast accuracy and bias to refine decision‑making. Johnson...

Defaults Don’t Know Your Objective.
The video discusses why relying on default chart settings—particularly in Excel—can undermine effective data communication. The speaker recalls using the 3‑D pie chart defaults early in his career and questions when to stick with defaults versus customizing visualizations. He notes that...

Complex Debt Sculpting with Claude in Excel
The video demonstrates how Claude, an AI language model, was tasked with constructing a complex debt‑service schedule for the CFM program’s Blackrat case study. Using only the Word document and Excel worksheet provided, Claude generated a full‑featured quarterly financial model...

Stop Treating Charts Like Magic.
In the FP&A Unlocked episode, host Paul Barnhurst and Nick Desbarats argue that data visualization functions more like writing than a technical art. They explain that charts exist solely for human interpretation and should follow clear, language‑based structures. By applying...

Practical Charts for Finance Teams to Turn Data Visuals Into Strategic Tools with Nick Desbarats
In the latest FPAC podcast, data‑visualisation specialist Nick Desbarats explains how finance teams can turn charts into strategic tools. He stresses that a chart’s "job"—the message it serves—trumps raw data or software features. Desbarats outlines the core skills needed, common...

Use Claude in Excel to Document Your Models
The video demonstrates how Claude, integrated via Excel’s agent, can build and fully document a deferred‑revenue schedule, a common financial‑modeling task. The presenter walks through prompting Claude to generate formulas, link sheets, and produce a separate documentation tab that explains...

Why Structure & Design Are Critical Elements of Trust and Credibility in Financial Modeling - Nick
The conversation centers on why structure and design are essential to trust and credibility in financial modeling, featuring Nick Boowberg, a seasoned consultant who has built and reviewed hundreds of models for New Zealand’s largest firms. Boowberg emphasizes that a well‑structured...

The FP&A Guide to Proactively Managing Spend
During a recent FP&A webinar, Paul Barnhurst and ApprovalMax’s corporate controller Rafaella Torres explained that spend problems originate from poor underlying data rather than the expenditures themselves. They highlighted how delayed visibility and incomplete inputs lead to forecast errors and...

Disconnects Cost More than Discounts.
Future Finance hosts Paul Barnhurst and Glenn Hopper discuss with Riya Grover, CEO of Sequence, how unifying Configure‑Price‑Quote (CPQ) and billing eliminates revenue leakage between CRM and ERP systems. The episode highlights that contract details often get lost when sales...

How HR & FP&A Teams Build Trust to Improve Decision-Making & Business Performance
In a recent FP&A Unlocked episode, CHRO Cynthia Kenny and HR leader Deborah Hill discussed how close collaboration between HR and FP&A drives organizational success. They highlighted that aligning corporate, team, and individual goals creates actionable insights, improves decision‑making, and...

How Modern Finance Teams Are Automating Billing and Revenue Workflows with AI Tools - Riya Grover
Future Finance hosts Paul Barnhurst and Glenn Hopper interview Riya Grover, CEO of Sequence, about AI‑driven order‑to‑cash automation. Sequence, backed by a16z with $40 million Series A, offers an agentic platform that combines deterministic billing engines with AI workflow agents to handle...

ModSquad Episode 14: We Tested Claude Opus 4.6 and the Results Were Super Impressive
In ModSquad Episode 14, the team tested Claude Opus 4.6 on real Financial Modeling Institute accreditation cases, finding it handles three‑statement forecasts and debt‑sculpting scenarios with impressive speed. The model delivered accurate line‑items but showed subtle errors in covenant calculations, highlighting the...

FP&A Career Path for Finance Professionals to Become Strategic CFOs with Rey Del Valle
Rey Del Valle, a strategic CFO with 25+ years across media, e-commerce and creative industries, argues FP&A is the blueprint for modern financial leadership. He emphasizes deep business mechanics understanding, rigorous forecasting and KPI-driven modeling to turn accounting and operational...

Establishing A Mission, A Culture And Trust Is Key To Building A High Performing FP&A Team - Aswin
The episode centers on building a high‑performing FP&A function through clear mission, culture, and trust, featuring Aswin Saravana, head of FP&A at Qualrix. He frames great FP&A as a strategic partner that proactively delivers insights, holds the business accountable, and...

Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly
In this episode of Financial Modelers Corner, host Paul Barnhurst sits down with Chris Riley, founder of Financial Modeling Education, to stress that mastering accounting and finance fundamentals is a prerequisite before trusting AI-generated outputs. Riley, who has trained over...