FP&A Tomorrow

• How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej Lapajne

  In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why effective data storytelling is crucial for making impactful business decisions.Andrej Lapajne is the CEO and founder of Zebra BI, a company dedicated to revolutionizing the way businesses communicate financial insights. With over 20 years of experience in business intelligence and data visualization, Andrej has helped organizations across industries implement better reporting systems. He is a passionate advocate for the International Business Communication Standards (IBCS), a methodology he helped popularize to improve data reporting and visualization.Expect to Learn:Why is consistent, clear communication in data visualization vital for FP&A professionals?The key skills FP&A professionals need to master such as data modeling and communication.How Zebra BI helps businesses generate actionable insights with ease.Andrej's methodology for data visualization and the importance of standardized charting in business reporting.Key advice on mastering data modeling and communication skills for finance professionalsHere are a few quotes from the episode:“Effective communication is the key to FP&A. You can have all the data, but if you can’t communicate the insights, it’s wasted.” - Andrej Lapajne“AI is transforming the way we consume analytics and freeing up time for more strategic decision-making.” - Andrej Lapajne“Effective communication is the key to FP&A. You can have all the data, but if you can’t communicate the insights, it’s wasted.” - Andrej LapajneAndrej Lapajne shared a clear and insightful perspective on the future of data visualization in financial planning and analysis. He emphasized the need for standardized communication, the importance of clean data, and the power of automation in transforming analytics. Together with Paul Barnhurst, this episode highlights the critical role of FP&A professionals in driving business decisions and how the integration of effective data visualization and modern technology will shape the future of the profession.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn -

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• The Future of FP&A and How the Association For Finance Professionals (AFP) is Leading the Way with Pat and Bryan

  In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario planning framework using Gen AI, followed by a conversation with Bryan Lapidus about the return of the FP&A Forum, the state of the profession, and what financial professionals need most right now.Patrick Culkin is the President & CEO of the Association for Financial Professionals (AFP), stepping into the role in July 2025 after more than two decades with the organization. He previously served as Executive Vice President and began his AFP journey in Human Resources. Bryan Lapidus, FPAC, is Director of the FP&A Practice at AFP, where he leads thought leadership, education, and community-building for financial planning professionals. With a background in corporate finance and consulting, Bryan is also a certified FPAC holder. Expect to Learn:What drives AFP’s mission and how its leadership is preparing for the future of finance.How finance professionals can navigate uncertainty, AI adoption, and rapid change.Why growing a strong professional network is key to career and organizational success.A practical framework for scenario planning and how Gen AI can support it.What to expect from the FP&A Forum and why it’s become a must-attend event for finance professionals.Here are a few quotes from the episode:“Everything we do at AFP has to drive the success of the corporate finance professional. That’s our North Star.” - Patrick Culkin“Technology is a tool; what really matters is how you use it to drive better business outcomes.” - Bryan Lapidus“Everyone in the company plans, but FP&A is about return on capital; that’s what sets us apart.” - Bryan LapidusPatrick Culkin shared a clear and practical outlook on the future of corporate finance. He highlighted the importance of staying connected, continuing to learn, and being ready to adapt as the profession evolves. Together with insights from Bryan Lapidus and Paul Barnhurst, this episode underscores the growing role of finance as a strategic partner in business.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Patrick:LinkedIn -

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• People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge

  In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights provide valuable lessons for creating thriving teams and lasting business impact.Garry Ridge is a purpose-driven leader, coach, and global keynote speaker. As the former Chairman and CEO of WD-40 Company, Garry led the brand to become one of the world’s most trusted names, achieving over 90% employee engagement and consistent shareholder growth. Known as The Culture Coach, Garry helps leaders create values-driven workplaces where learning, innovation, and connection fuel success. He is the author of Any Dumb-Ass Can Do It and co-author of Helping People Win at Work with Ken Blanchard.Expect to Learn:The connection between company culture and business successHow FP&A can guide strategy while fostering engagementWhy servant leadership is key to unlocking innovationPractical advice on building a workplace of belongingThe importance of "learning moments" in continuous improvementHere are a few quotes from the episode:"Great FP&A looks like a road map to a destination that’s directionally very concise and understandable." - Garry Ridge"If only a small percentage of your organization is passionately working on executing your strategy, you’ll get limited outcomes." - Garry Ridge"If you want to create a high-performing culture, focus on building trust, respect, and belonging." - Garry RidgeGarry Ridge offered a powerful vision for the future of leadership and organizational culture, one where trust, respect, and belonging are the foundations of success. He emphasized that great leaders are not just managers, but coaches who inspire their teams to thrive by focusing on values-driven cultures. From building employee engagement to navigating mental health challenges, Garry’s insights provide actionable guidance for leaders looking to create work environments where people feel valued, connected, and empowered to contribute to a greater purpose.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow...

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• The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler

  In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers.William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga.Expect to Learn:Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritizeHere are a few quotes from the episode:“Accountants are becoming like the new software engineers. They’re in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William SpenglerWilliam Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William:LinkedIn - www.linkedin.com/in/william-spengler-2193433aWebsite: https://frederickfox.com/Facebook:

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• Why Traditional FP&A Fails and How to Lead with Revenue-Driven Planning with Darrell Cox

  In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It’s no good having a beautiful bathroom if there’s no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/Follow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits

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