FP&A Today

• 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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• Curiosity, Ambition, Service: FP&A at Dashlane

  Taylor Otstot, Vice President Finance,  Dashlane joined GoDaddy (now a $30billion valued) domain registry, domain registrar and web hosting company before their IP. In 8 years he climbed to senior Director of Finance running an FP&A team of 14. From this experience and as VP Finance at DashLane he says he hires for 3 things: curiosity, ambition, and finance leaders who are service-oriented. “If you bring those three things to the table, you're able to wade through a lot of the ambiguity that comes with those decision making processes.” Also in this episode:  Finance and FP&A as antidote to the machine of Big 4 3- 4 years in audit as the “perfect amount” Getting to strategy in FP&A Partnership vs accountability as a false choice for FP&A Improv comedy having its moment in finance  The Tarantino approach to finance presentations  Connect with Taylor on LinkedIn: https://www.linkedin.com/in/taylorotstot/ Subscribe to CFO Frameworks newsletter on Substack: https://www.cfoframeworks.com/

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• Dave Sackett: How FP&A Can Stay Relevant In The AI Age

  Dave Sackett is Co-Founder and CFO of ecommerce company, AIOne,  and former CFO of  semiconductor company, ULVAC Technologies. He is a vocal advocate for blockchain and AI and finance, bringing a blend of tech savvy, operational rigor, and a  focus on “servant leadership" - that is putting the needs of the employees first and helping people develop and perform as highly as possible. He's a frequent keynote speaker, a Forbes contributor, and an active member of Financial Executives International. Cost accountant to CFO and AI leader  How I practice servant leadership mindset as a CFO  Being an introvert CFO leader and overcoming the challenges Costly failures of traditional forecasting in FP&A Where FP&A Software is going to be in 5 years  Finance AI use cases  FP&A as custodians of financial truth in AI age  Connect with Dave Sackett on LinkedIn: https://www.linkedin.com/in/davesackett/

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