Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.

In this episode, you will discover:

• How Carlos designed a custom MBA in “Innovation Through Analytics”

• Why cash flow forecasting is more of a data problem than a finance one

• The real reason so many businesses rely on factoring (and what it reveals)

• How Tesorio uses AI and ML to clean and structure financial data

• Why actionable insights matter more than predictive reports

Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.

Expect to Learn:

• How tariffs impact different industries and pricing strategies.

• Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.

• The role of cross-functional collaboration in managing tariff impacts.

• How to create flexible pricing models that can quickly adjust to shifting market conditions.

• The importance of transparency with customers when adjusting prices due to tariffs.
  

Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master’s in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.

In this episode, you will discover:

• How Joyce’s background in finance led her to focus on AI

• The real challenges businesses face when adopting AI

• Why trust is crucial when introducing AI into decision-making

• The speed at which AI is changing business models

• How to build a successful AI strategy without getting lost in the tech

• Why businesses need to focus on their goals before diving into AI tools

Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.

In this episode, you will discover:

• How AI powered digital avatars are transforming financial education

• Why traditional financial institutions struggle to keep up with tech innovation

• The role of AI agents in real time investment advice and analysis

• How banks like JP Morgan are integrating AI into their operations

• The ethical and reputational risks of AI generated financial content

Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA.

In this episode, you will discover:

How AI is revolutionizing Excel and what that means for finance professionals.

The role of AI in data cleansing and automation, making finance and analytics work more efficient.

Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.

Adam Shilton is the founder of Shilton Digital, a TEDx speaker, and a digital systems architect specializing in automation, AI tools, and no-code solutions. With a background in finance and technology, he helps leaders streamline workflows, improve efficiency, and replace manual work with meaningful work. He is also the Head of Partnerships at GrowCFO, supporting SME finance leaders, and a course facilitator for AI and automation.

In this episode, you will discover:

The role of AI in finance and why understanding data science is crucial.

The risks of synthetic AI training data and its potential long-term impact.

The best ways to integrate AI into workflows without losing human creativity.

Ben is a serial entrepreneur, author, and advocate for leveraging technology efficiently and sustainably. Through his companies, Fortified Data and Fortified, he helps organizations streamline data management and tech investments. Ben also hosts the Tech Evaluation podcast, where he discusses pressing tech challenges with industry leaders.

In this episode, you will discover:

How technology spending has shifted from 2-3% of revenue to a major line item in company budgets.

The concept of “tech debt” and how it silently eats into company resources.

Why understanding the true cost of digital services is critical for CFOs.

The environmental impact of AI and cloud computing, and how efficiency can mitigate it.

Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason’s extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.

Expect to Learn:

Why AI governance can accelerate adoption instead of slowing it down.

The risks and opportunities in using generative AI for finance and accounting.

How companies can prepare for audits and compliance in the AI era.

In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025.

In this episode, you will discover:

Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.

The challenges and opportunities in integrating generative AI into financial workflows.

Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.

The evolution of tools for fractional CFOs and the future of scalable financial solutions.

Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.

In this episode, you will discover:

How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.

Ways to foster a data-driven culture within organizations of all sizes.

The future of low-code/no-code tools in democratizing data analytics.

Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy.

In this episode, you will discover:

The importance of getting your “data house” in order before implementing AI.

How self-service BI tools can both empower teams and create challenges in organizations.

Practical insights into scaling finance operations for mid-market companies looking to grow.

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.

Key Takeaways include:

Frameworks for choosing FP&A tools that match different organizational needs

The real impact of AI on finance jobs and practical uses of AI

Why consolidated data is crucial for effective AI and planning applications 

Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible and automating workflows.

In this episode, you will discover:

How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.

Insights into the challenges of scaling a tech product from a macro to a platform.

The practical future of AI in finance, from predictive analysis to process automation.

Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.

In this episode, you will discover:

How AI can analyze real-time events to provide actionable investment insights for retail investors

The role of data in replacing opinion-based decisions with factual, evidence-driven analysis 

Strategies for successfully integrating AI tools into financial decision-making processes

Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals.

In this episode, you will discover:

How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.

The importance of debiasing AI models and ensuring fairness in AI-driven decisions.

How to incorporate Python and automation into finance operations to accelerate workflows.

Conor Grennan, the guest of this episode, is the Chief AI Architect at NYU Stern School of Business and the founder of AI Mindset, a company helping leaders adopt AI effectively. Beyond AI, Conor is a New York Times best-selling author, recognized globally for his humanitarian work. His expertise lies not only in AI implementation but also in helping non-technical individuals understand and utilize AI's potential.

In this episode, you will discover:

The reality behind generative AI myths and why prompt engineering is overrated.

How AI transforms jobs by automating tasks, not replacing roles.

Ways finance professionals can balance AI efficiency with data privacy concerns.

Why adopting an AI mindset is crucial for leveraging its full potential.

Gabriela Gutierrez is a dynamic finance leader and entrepreneur with a strong background in AI, Python programming, and machine learning. She has worked in various financial roles, including FP&A at eBay and as a local CFO for Teads in Germany. Gabriela’s passion for innovation led her to launch a stealth startup focused on AI-powered finance solutions. She shares her insights into the evolving role of finance professionals in the AI era and her experiences in building an AI-centric company.

What does the future of accounting and finance look like? How can you leverage technology, especially generative AI, to take your career to the next level?

Tom Hood is the EVP of Business Engagement and Growth at the Association of International Certified Professional Accountants. He has been a pioneer in integrating technology into finance for over 24 years, and he shares his insights and advice on how you can do the same.

In this episode, you will discover:

How technology is reshaping the accounting and finance industry and what it means for you.

 How to start using generative AI today to automate tasks, generate insights, and create value.

How to overcome the fear of failure and embrace risk-taking as a way to learn and grow.

In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Christian Martinez, a finance transformation expert and AI enthusiast, to explore the intersection of finance, artificial intelligence, and data analytics.

Known for his expertise in combining finance, Python, AI, and machine learning, Christian is passionate about teaching others how to harness these tools to improve financial analysis and decision-making. He recently launched a newsletter, "AI for FP&A and Finance," where he shares practical AI applications tailored for finance professionals.

In this episode, you will learn:

The critical role of AI and Python in transforming financial planning and analysis (FP&A).

How to leverage dashboards like Tableau and Power BI for effective financial storytelling.

The evolving landscape of AI tools in finance and the growing need for data literacy.