FinPod

In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO.Landon's career trajectory spans from public accounting to pivotal roles at renowned companies like Beats by Dre and Magic Leap. He discusses the crucial skills that contributed to his success, his problem-s

In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A). Follow along as Duncan shares insights on modeling debt accurately, emphasizing the importance of setting up a lender of last resort and avoiding hard caps on revolving credit lines.Explore the nuances of forecasting CAPEX and its i

In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to lif

Join us in the latest episode of the "What's New at CFI" podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. We discuss practical examples of using AI tools like ChatGPT and Gemini to simplify and optimize Excel formulas. Lear

In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing demand for FP&A in Fortune 500 companies and the shift towards proactive finance roles.Carl addresses how to enter the FP&A field without a specialized

In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling, driven by her love for finance and Excel, and shares her modeling core concepts..Danielle discusses common mistakes modelers make, the importance of simplicity, and h

Join us in the latest episode of the "What's New at CFI" podcast as we delve into the intricacies of financial planning and analysis, specifically focusing on the inclusion of contractors in financial models in today's evolving job market landscape. We highlight key differences between forecasting for employees and contractors, emphasizing the importance of understanding cash flow

In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into the world of banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Unravel the historical context behind the Basel Accords and understand how Basel III emerged as a response to the 2008 global financial crisis.Asim and Ryan discuss the critical

In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI's Director of FP&A, to discuss his career journey and what it's like to work in FP&A. Discover how Vijay’s path through economics led him to a career in financial planning and analysis. Get a glimpse into a day in the life of a Director of FP&A, including the balancing act of data management,

In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor.They cover best practices for creating effective visual representations of data, from choosing the right charts to crafting impactful stories. To communicate data effectively, learn the importance of understanding your audience and focusing on key messages. Sebastian shares valua