FP&A Today

• 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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• Cycling in tariff territory – FP&A at top e-bike brand

  Derek Paulson is Director of Finance and Performing Marketing at Rad Power Bikes, a Seattle-based e-bike company changing transportation. In this episode he talks about his approach to  navigating tariffs (“There  no, no word in the English language more scary to a finance professional than the word uncertainty” says Paulson as he discusses required “efficiency” and “flexibility” in their supply chains). He also reveals his approach to the finance transformation required to shift Rad Power from a direct-to-consumer to an e-commerce and retail focused model, that is “starting   with a blank Excel sheet to do the modeling for Rad Power Bikes”. In this episode: How Honeywell and PepsiCo are top training grounds for finance leaders Efficiency vs flexibility in supply chains  Is an MBA worth it in finance? Data privacy, AI, and finance  Making the case for SUMIFs Connect with Derek Paulson on LinkedIn: https://www.linkedin.com/in/derekpaulson/

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