Why Auditors Struggle to Adopt Generative AI and How to Fix It with Jason Pikoos

Future Finance

#MBA #Business News #Business #News #Tech News #Glenn Hopper & Paul Barnhurst #Glenn Hopper #Paul Barnhurst

10:41

Are you tired of releasing episodes week to week and getting no download growth? In this episode, I’m kicking off a brand-new series where I’ll be breaking down the exact strategies you need to expand your podcast audience—starting with the essential foundations. In this first episode, I’m covering: Why podcast growth matters (and why it’s NOT just about big numbers) The 3 core growth strategies: organic, collaborations, and paid growth What sustainable, realistic growth actually looks like Whether you’re just getting started or looking to scale, this series will give you the tools you need to grow your show strategically. Today's episode is brought to you by Mic Check Society , our community for podcasters who are looking to take their podcast from good to great. Come join us for educational trainings, a private member's only community, and monthly calls! Get $10 off per month with code PODCAST at micchecksociety.com . Clocking In with Haylee Gaffin is produced by Gaffin Creative , a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com , plus you’ll also find resources, show notes, and more for the Clocking In Podcast. Time-stamps: Why podcast growth matters (2:09) Three pillars of podcast growth (3:39) Organic growth (3:52) Collaboration and borrowing audiences (4:31) Paid growth opportunities (5:11) What sustainable growth looks like (6:36) Connect with Haylee: instagram.com/hayleegaffin Gaffincreative.com micchecksociety.com Review the Transcript: https://share.descript.com/view/Plzue2YOIAh Hosted on Acast. See acast.com/privacy for more information.…

about a year ago 7:27

MP3•Episode home

In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.

This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.

Expect to Learn

Why generative AI presents unique challenges for audit and compliance.
How companies can implement AI while staying audit-ready and minimizing risk.
The importance of “reperformance” and ongoing validation for AI systems.
Real-world examples of companies navigating AI implementation in finance.
Predictions for the future of audits, including real-time monitoring powered by AI.

Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.

Follow Jason:

LinkedIn - https://www.linkedin.com/in/jason-pikoos/

Connor Groups - https://p.connorgp.com/l/

Governance Framework - https://uploads-ssl.webflow.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:09] – Challenges of Using AI in Auditing

[01:11] – Current Gaps in Audit Guidance for AI

[02:13] – The Role of Reperformance in AI Validation

[03:28] – Balancing AI Adoption with Audit Risks

[04:20] – Lessons from Real-World AI Implementation

[06:15] – The Future of Finance and AI

[06:32] – Final Thoughts and Key Takeaways

42 episodes

Why Auditors Struggle to Adopt Generative AI and How to Fix It with Jason Pikoos

Future Finance

published about a year ago

MP3•Episode home

Expect to Learn

Why generative AI presents unique challenges for audit and compliance.
How companies can implement AI while staying audit-ready and minimizing risk.
The importance of “reperformance” and ongoing validation for AI systems.
Real-world examples of companies navigating AI implementation in finance.
Predictions for the future of audits, including real-time monitoring powered by AI.

Follow Jason:

LinkedIn - https://www.linkedin.com/in/jason-pikoos/

Connor Groups - https://p.connorgp.com/l/

Governance Framework - https://uploads-ssl.webflow.com/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:09] – Challenges of Using AI in Auditing

[01:11] – Current Gaps in Audit Guidance for AI

[02:13] – The Role of Reperformance in AI Validation

[03:28] – Balancing AI Adoption with Audit Risks

[04:20] – Lessons from Real-World AI Implementation

[06:15] – The Future of Finance and AI

[06:32] – Final Thoughts and Key Takeaways

42 episodes

#MBA #Business News #Business #News #Tech News #Glenn Hopper & Paul Barnhurst #Glenn Hopper #Paul Barnhurst

All episodes

Future Finance

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5 days ago18:10

18:10

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Future Finance

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12 days ago35:17

35:17

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Future Finance

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19 days ago18:38

18:38

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Future Finance

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26 days ago38:03

38:03

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy ) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility. 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 Carlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details. Follow Carlos: LinkedIn - https://www.linkedin.com/in/carlos-r-vega/ Website - https://www.tesorio.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:28] - Welcome to the Episode [02:54] - Creating a Custom MBA [09:46] - Lessons from a Factoring Business [10:50] - Why People Ignore Cash Flow [12:27] - Building in Panama vs. the U.S. [14:12] - Cash Flow Is a Data Problem [19:21] - Is Cash Flow Forecasting Overlooked? [21:01] - Building Accurate Collection Models [23:53] - Real AI Use Cases in Finance [32:05] - Carlos’s Grounding Habits [36:53] - Final Thoughts & Key Quote…

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5 weeks ago42:36

42:36

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Future Finance

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19:57

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Future Finance

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7 weeks ago43:53

43:53

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy ) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks. 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 Joyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making. Follow Joyce: LinkedIn - https://www.linkedin.com/in/sjoyceli/ Website - https://averanda-ai.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:46] - Welcome to the Episode [04:02] - Shifting Focus to AI Strategy [10:52] - Lessons from Co-Founding an AI Platform [12:42] - Building AI with Limited Resources [16:12] - Generative AI and the Future of Robo-Advisors [20:44] - AI’s Role in Startup Growth [23:23] - Why Startups Are Winning Big Clients [25:03] - Redesigning Workflows for the Future [32:26] - Why Big Companies Hesitate [38:24] - Describe AI’s Personality [42:58] - Wrapping Up the Conversation…

Future Finance

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8 weeks ago14:30

14:30

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice. 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. Expect to Learn: How digital avatars are revolutionizing financial education Why traditional institutions struggle with tech adoption The power of combining AI agents and personalized content How Geoff is building a fully AI-generated financial podcast What the future holds for AI in finance, training, and recommendations In this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead. Follow Geoff: LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst Website - https://theinvestmentanalyst.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [02:12] - Starting the Platform [03:30] - Digital Avatars and AI [05:25] - AI Agents in Action [07:12] - Personalized AI Experiences [08:45] - AI-Generated Podcast [10:53] - Managing AI Risks [11:38] - Favorite Tech Tools [13:18] - AI Recommendations [14:10] - Final Thoughts…

Future Finance

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How AI, Avatars and Voice Cloning Can Be Used to Improve Finance Education and Content with Geoff Robinson 50:45

9 weeks ago50:45

50:45

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies. 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 In this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry. Follow Geoff Robinson: LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst Website - https://theinvestmentanalyst.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:55] - Introduction to the Episode [06:39] - Innovation Challenges in Finance [10:49] - AI in Financial Training [15:16] - AI Avatars in Advisory Services [19:36] - AI in Investment and Risk [22:19] - AI-Generated Podcasts [26:50] - Managing AI Risks and Reputation [37:08] - Lessons Learned and Final Thoughts [48:55] - Main Takeaway…

Future Finance

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How AI Search Wars Are Changing Business for Professionals to Master Perplexity and ChatGPT 4.5 30:09

10 weeks ago30:09

30:09

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI’s rise, OpenAI’s new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals. In this episode, you will discover: How Perplexity AI is competing with ChatGPT and Gemini in AI-powered search The impact of AI-driven networking tools like Boardy on business connections OpenAI’s AI agent pricing and why some models cost up to $20,000 per month The AI browser wars and Perplexity’s challenge to Google and Microsoft How finance professionals can use AI to enhance efficiency and decision-making AI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it’s leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:32] - Perplexity AI’s rise and its impact on AI-powered search [04:19] - Boardy’s AI networking tool and its implications for professionals [05:51] - The risks of AI-generated content and best practices for using AI [16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting [18:53] - Deep Research AI and how finance professionals can use it [28:52] - Final thoughts on AI adoption in finance…

Future Finance

1
AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle 41:38

11 weeks ago41:38

41:38

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world. 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. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology. 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. Why the best coders may not be the most valuable team members in the future of finance. Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting. The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI. As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise. Follow Tom: LinkedIn - https://www.linkedin.com/in/tomhinkleclt/ Website - https://excel-cafe.teachable.com/ Minesweeper Game - https://www.thefpandaguy.com/new-page-3 Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:46] - Introduction to the Episode [03:36] - Meet Tom Hinkle [06:07] - The Future of AI in Finance [11:53] - AI’s Impact on Excel and Financial Modeling [15:31] - The Skills Professionals Need in an AI-Driven World [24:02] - Building Minesweeper in Excel with AI [29:51] - Exploring Microsoft Copilot & AI Coding Assistants [33:07] - The Importance of Storytelling in Data Analytics [36:54] - Fun Segment & Tom’s Personal Quirk [40:53] - Closing Thoughts…

Future Finance

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How AI Training on Fake Data is Creating Automation Failures for Tech Leaders with Adam Shilton 11:19

12 weeks ago11:19

11:19

In this episode of Future Finance , hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions. Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of Shilton Digital and a sought-after speaker, Adam brings interesting knowledge about the importance and role of AI in modern workplaces. Expect to Learn The potential and limitations of AI-generated content in podcasts and media How AI tools like Notebook LM can assist in decision-making and business analysis The risks of AI models training on synthetic data and the potential for misinformation How businesses can effectively integrate AI without fully outsourcing decision-making The future of AI-driven automation, including domain-specific AI agents The real value of AI lies not in outsourcing thinking, but in amplifying our ability to innovate, streamline, and create. As businesses navigate the digital transformation, the key isn’t just to adopt AI blindly, but to use it as a strategic partner. Follow Adam: LinkedIn - https://www.linkedin.com/in/adamshiltontech/ Website - https://www.adamshilton.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:29] - Adam’s experiment with AI in comparing ERP systems. [02:29] - The Risks of AI-Generated Content [03:33] - AI Training on Synthetic Data [05:24] - Digital Data vs. Human Knowledge [07:23] - The Importance of Keeping AI Creative [08:36] - AI as a Support Tool, Not a Replacement [09:59] - The Future of AI Agents and Domain-Specific Models…

Future Finance

1
DeepSeek AI Shakes Finance as China Challenges OpenAI and Nvidia’s Market Lead 18:46

14 weeks ago18:46

18:46

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper talk about the latest AI advancements shaking up the finance and tech industries. They discuss China’s new AI model DeepSeek and the evolving landscape of AI-powered finance tools. The discussion breaks down what’s happening, what it means for businesses, and how finance leaders should navigate the AI revolution. In this episode, you will discover: The impact of DeepSeek, China's new AI model, on the global market and major tech stocks. The data security concerns surrounding AI tools, including the latest ChatGPT data breach. A discussion on Gemini 2, Google's AI model, and how it stacks up against competitors. The rise of AI productivity tools like Operator, Deep Research, and AI-powered finance assistants. Why CFOs and finance professionals must embrace AI now and how to integrate it effectively. AI is moving at an unprecedented speed, reshaping industries, markets, and the way we work. For finance professionals, the challenge is no longer if AI will play a role, but how to use it effectively. Whether it’s choosing the right tools, navigating security concerns, or leveraging automation, those who adapt will gain a competitive edge. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:27] - DeepSeek’s sudden market entry and its impact [03:44] - Data Security Concerns with AI [08:24] - Gemini 2 & AI Benchmarks [09:25] - Exploring New AI Productivity Tools [14:15] - Practical Advice for CFOs on adopting AI [16:14] - The Future of AI Automation & RPA for Everyone [17:26] - Wrapping Up & Looking Ahead…

Future Finance

1
How CFOs Can Slash IT Waste and Maximize ROI with an Efficiency Mindset with Ben DeBow 41:29

15 weeks ago41:29

41:29

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper sit down with Ben DeBow who is a trailblazer in technology efficiency and sustainability. Ben is at the forefront of helping businesses optimize their tech investments while balancing environmental impacts. His book, End of Abundance in Tech (Forbes Books, 2023), challenges conventional IT practices and advocates for a more sustainable, efficient approach to technology. 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. With dual degrees in Information Systems and Accounting from the University of Cincinnati, Ben bridges the gap between finance and technology, offering unique insights into how organizations can thrive in the digital age. 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. Practical strategies for aligning IT and finance teams for better ROI on tech investments. Ben’s knowledge highlights the importance of adopting an efficiency mindset, not just to control budgets, but to create sustainable, long-term value. By aligning IT strategies with business goals and fostering better communication between finance and tech teams, organizations can optimize their technology investments without compromising growth or sustainability. Follow Ben: LinkedIn - https://www.linkedin.com/in/bendebow/ Website - https://bendebow.com/ Company - https://fortified.com/ End of Abundance in Tech - https://a.co/d/iu0FqG0 Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [01:53] Ben DeBow’s background [04:44] The Rising Cost of Technology [07:12] Inefficiencies in IT Systems [11:43] Subscription Creep & SaaS Spending [14:12] Aligning Tech with Business Value [19:11] Environmental Impact of Technology [28:08] Fortified Data & SaaS Solutions [30:07] Future Trends in Tech Efficiency [34:51] Fun Questions for Ben [39:30] Conclusion and Final thoughts…

Future Finance

1
Why Auditors Struggle to Adopt Generative AI and How to Fix It with Jason Pikoos 7:27

16 weeks ago7:27