See the Future of FP&A — Planning Tools and AI, Side by Side

CEO & Founder of The FP&A Guy and a leading voice in financial planning & analysis, known for global thought leadership and practical insights into finance transformation. With over 112K LinkedIn followers and multiple top-ranked FP&A podcasts, he has reached finance professionals around the globe. Paul is FPAC, AFM and FPAP certified and a Microsoft MVP. He regularly trains and advises finance teams on how to elevate FP&A from reporting to strategic business partnering.

A seasoned marketing executive specializing in Corporate Performance Management, with more than 20 years of experience in marketing and communications in software and advisory services. She has held key roles at Applix, IBM, Varicent, Datawatch, BPM Partners, Revelwood, and BARC. An accomplished writer, Kelley is recognized for her ability to translate technical detail into big-picture stories and turn complex data into clear, actionable insights.

Sr. Director of Strategic Finance at Drivetrain with 15+ years in FP&A and Big 4 consulting. He has guided both startups and enterprises through IPO readiness, strategic growth, and financial transformations. Passionate about using technology to eliminate manual processes, Kirk combines expertise in modeling, strategic planning, and cross-functional leadership to help companies unlock the full potential of modern FP&A.

CEO & Co-founder of Concourse, a platform for finance teams to build AI agents. Concourse has raised over $17M from a16z, Standard Capital, CRV, YC, and angels from OpenAI, Vercel, and Cursor and is deployed in hundreds of unicorn companies and large Fortune 500s. Previously led growth at Jeeves, a $2.1B unicorn global corporate card solution, and spent 4+ years at Andreessen Horowitz as an early-stage fintech and growth-stage investor in companies like Carta, Plaid, Deel, Navan, and more.

John Colthart, Chief Product Officer, Una AI: John Colthart (JC) is an AI product pioneer with over 25 years of experience helping CFOs turn data into strategic advantage. He led IBM Watson Analytics product design, drove the IBM Planning Analytics experience, and launched the MindBridge AI platform—introducing the first AI solution to detect risk and anomalies in ERP data. At Una AI, JC applies this deep AI expertise to build intelligent planning tools purpose-built for Finance.

Ron Nachum is the co-founder and CEO of Sapien, an AI-native platform building toward the autonomous CFO. Before founding Sapien, Ron worked in applied AI research across computer vision, machine learning, and large language models, most recently at Harvard's Kempner Institute.