Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Hard-headed economic analysis applied to important economic, social, and environmental issues.
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The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
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A podcast from the Rhodes Center for International Finance and Economics at the Watson Institute at Brown University. Hosted by political economist and director of the Rhodes Center, Mark Blyth.
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Technology has become increasingly important to policy debates, but these debates won’t be productive without an understanding of how the technology in question works. AEI Visiting Fellow Shane Tews interviews tech industry experts to explain how the apps, services, and structures of today's information technology systems work, and how they shape our social and economic life.
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Join Stanford GSB finance professor Jonathan Berk and Jules van Binsbergen of The Wharton School in a conversation with prominent business leaders about common flaws in the decision making process and what to do about them. Learn more at AllElseEqualPodcast.com.All Else Equal: Making Better Decisions Podcast is a production of Stanford Graduate School of Business and is produced by University FM.
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Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance. The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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Join host Alex Roth for conversations with the most insightful investors, innovators, and experts at the frontier of climate and finance. If you’re working to fight climate change, you know finance has become an essential tool. If you’re a finance professional, you know that an understanding of climate risk and the energy transition is becoming indispensable. The connection between climate and finance will only strengthen as we redeploy trillions in capital to keep Earth habitable.
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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Mission to change is a podcast by the INSEAD Hoffmann Global Institute for Business and Society, in collaboration with InTent. Join our Founding Executive Director, Katell Le Goulven, every month as she speaks to inspiring figures who have transformed their businesses and initiatives to drive positive change. What were their challenges, why did they choose to walk the talk, and what have they learned? Listen in and be inspired to drive your own mission to change. Created and produced by Huma ...
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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This podcast from the National Humanities Alliance explores everyday folks’ decisions to study the humanities as undergraduates and their pathways to fulfilling careers. It is designed for students drawn to study the humanities in college who might be concerned about what that might mean for their career. It's also for those who advise such students, whether as parents or professionals. The stories in this podcast debunk widespread misperceptions about humanities majors’ career prospects by ...
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Is DeFi the Future of Finance? Exploring VirtuSwap’s Vision w/ Prof. Evgeny Lyandres - EP262
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Explore the mechanics of decentralized finance (DeFi) with Professor Evgeny Lyandres, who breaks down how decentralized exchanges work and how VirtuSwap stands out in providing liquidity for small-cap crypto assets. With insights into the challenges and future of tokenization, this episode offers a clear view of where DeFi may be heading. Evgeny is…
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Ep51 Celebrating 50 Episodes: The Biggest All Else Equal Mistakes
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The All Else Equal: Making Better Decisions podcast has officially done 50 episodes! To commemorate the milestone, hosts and finance professors Jonathan Berk and Jules van Binsbergen look back on some of the major all else equal mistakes they’ve covered on the show. With highlights from past guests like Google CFO Ruth Porat and former SEC chair Ja…
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Careers in Finance: Ashok Manthena - Special Episode - AI Discussion
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In this episode of Careers in Finance on FinPod, we welcome back Ashok Manthena, founder of Chatfin.ai and finance analytics expert. Ashok shares insights on how generative AI is impacting finance—from FP&A to tax and treasury—by automating tasks like reconciliation and variance analysis. We discuss how AI is improving data access, enhancing foreca…
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What's New at CFI: Operational Risk Management in Banks
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In this episode of What’s New at CFI on FinPod, we discuss operational risk management in banks, breaking down its four main dimensions: people, processes, systems, and external events. Operational risk stands apart from other risks like credit or market risk, affecting banks uniquely due to strict regulatory standards, particularly those outlined …
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Why Skills & Storytelling Matter More Than Degrees in Financial Modeling – Rachit Jain
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In this insightful episode of Financial Modelers Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes financial modeling expert Rachit Jain. They delve into the nuances of financial modeling, exploring the art of building accurate, reliable models and the importance of critical thinking and lifelong learning in finance. Rachit shares real-world …
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Ep55 Driving Change: Eco-Friendly Solutions in the Mining Industry, ft Don Weatherbee, Regenx Tech
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Please text on topics, guest ideas, comments. Please include your email if you want a reply. In this episode, we dive into the fascinating world of eco-friendly mining technology with Don Weatherbee, CEO of Regenx Tech, a company specializing in recycling precious metals from catalytic converters. Don shares the company's unique hydro metallurgic p…
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Trump 2.0 w/ Top Wisconsin Door-Knocker & Economist Darren Brady Nelson - EP261
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Economist and returning guest Darren Brady Nelson shares insights from his time as the top door-knocker for the Trump campaign in the battleground state of Wisconsin. He explains why Trump’s messages on inflation, immigration, and cultural issues resonated with voters. He breaks down Trump’s economic vision for the second term, including plans for …
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The Power of Pivots: How Smart Companies Change the Game (with Gary Shapiro)
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What separates the companies that successfully pivot from those that become cautionary tales in business history? How do government regulations either foster or hinder innovation in today’s tech landscape? And what can business leaders learn from the countless pivots that shaped America’s tech dominance? Joining me to address these questions, which…
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In this episode of the Careers in Finance on FinPod, James M. Binsfeld shares his story as a leader at the Chicago Teachers' Pension Fund, where he manages U.S. equities and private credit. With a background at Wells Fargo, Bank of America, NASDAQ, and WestPath Investment Management, James brings a wealth of knowledge from across the finance world …
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What's New at CFI: Accounting for Financial Analysts Specialization
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In this episode of What's New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for financial analysts who are looking to master essential accounting skills. This practical program covers the critical accounting concepts analysts encounter regularly, from dissecting financial statements a…
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Fractional CFO Insights on Financial Modeling and Business Turnaround with Carl Seidman
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In this episode, Paul Barnhurst, host of Financial Modeler’s Corner, is joined by Carl Seidman, an experienced financial consultant and financial modeling expert. Together, they explore the intricacies of financial modeling, discuss the art and strategy of dynamic cash flow modeling, and touch on the unique challenges and lessons Carl has gathered …
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In this episode of Careers in Finance on FinPod, we chat with Mark Allbee, VP of Finance and Operations at Roko Labs. Mark shares his journey from Big Four accounting at KPMG, where he specialized and built key skills, to leading finance in dynamic startups. He details his transition to FP&A, tackling budgeting and reporting while navigating the un…
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Ep50 “Is Proxy Advising a Catch-22?” with Chester Spatt
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If the purpose of a proxy advisory firm is to gather information and advise shareholders on how to vote, then how do the firms handle the many different goals and incentives each shareholder brings to the table? Where do the proxy advisory firms’ interests truly lie? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsberg…
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What's New at CFI: FP&A Professional Model Protection & Presentation
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In this episode of What’s New at CFI on FinPod, we discuss the latest course in the FP&A Specialization, FP&A Professional Model Protection and Presentation. This course is the third in a series designed to equip financial professionals with advanced modeling skills. It focuses on essential practices for protecting and presenting financial models, …
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The Secrets to Automating Data Integration and Reporting in Excel With Mark Proctor
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In this episode of Financial Modelers Corner, host Paul Barnhurst (aka The FP&A Guy) is joined by guest Mark Proctor. Together, they delve into the intricacies of financial modeling and data analysis, with a focus on building efficient models and leveraging automation in Excel. Mark shares his deep expertise on why structure is key, how to automate…
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Japan’s Corporate Comeback: Inside the Resolute Japan Model, w/ Wharton Prof. Michael Useem - EP260
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Wharton Professor Michael Useem joins host Gene Tunny to discuss his new book, Resolute Japan, which unveils Japan’s emerging shift in management practices fueling a corporate revival. Japanese companies are adopting ambidextrous management, empowering frontline employees, and embracing Western practices while retaining stakeholder-first traditions…
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Ep54 Taiwan's Offshore Wind: Boom or Headwinds?, ft Scott Hsu, K2 Management
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Please text on topics, guest ideas, comments. Please include your email if you want a reply. In this episode we dive into Taiwan's offshore wind story with Scott Hsu. A veteran in Asia's wind power sector, Scott shares unique insights from Taiwan's remarkable journey to become an offshore wind powerhouse. From market dynamics to financing challenge…
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Careers in Finance: Jack McCullough on the Role of CFOs
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In this episode of Careers in Finance on FinPod, we sit down with Jack McCullough, the founder and CEO of the CFO Leadership Council. Jack has had a diverse career that began with earning an MBA from the MIT Sloan School of Management and includes being a former CFO, a published author, and podcast host. His journey began in public accounting, late…
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In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. Shawn holds a Master's in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shapi…
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Next-Level Financial Modeling with AI and Automation for CFOs with Chase Wright
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In this episode of Financial Modeler’s Corner, host Paul Barnhurst dives into the evolution of financial modeling with guest Chase Wright. The discussion focuses on modern financial modeling tools and workflows, particularly a new spreadsheet tool called Equals, and how it compares to Excel and Google Sheets. Wright shares his journey from a financ…
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The China Business Conundrum: One Bed, Two Dreams w/ Ken Wilcox, former CEO, SVB - EP259
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Ken Wilcox, former CEO of Silicon Valley Bank, discusses his book "The China Business Conundrum" and the challenges of doing business in China. He explains the concept of "one bed, two dreams," highlighting the disparity in goals between western and Chinese joint venture partners. Wilcox details his bank's entry into China, emphasizing the strategi…
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In this episode of Careers in Finance on FinPod, we sit down with Duncan McKeen, a seasoned equity research analyst turned financial modeler and educator at CFI. Duncan's career journey is an inspiring example of adaptation and perseverance, starting in mechanical engineering before transitioning into finance. Duncan shares how he leveraged his sec…
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Ep49 “Making Regulation Work” with Jay Clayton
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Regulation is meant to fix problems in the market, but as more and more regulation is introduced, those issues have a tendency to evolve into new ones. So is all this regulation even accomplishing what it set out to do? And how do you even measure the success of regulation to begin with? In this episode, hosts and finance professors Jonathan Berk a…
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What's New at CFI: Introduction to Comparable Valuation
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In this episode of What's New at CFI on FinPod, we dive into the latest addition to our course lineup, Comparable Valuation Fundamentals. Our expert instructors discuss designing the course specifically to make valuation concepts more accessible for learners without extensive finance backgrounds. You’ll hear about the decision to use fictional comp…
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A Ground Breaking AI Generated Podcast on Financial Modeling with Paul Barnhurst
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In this innovative episode, Paul Barnhurst experiments with Google’s AI tool, Notebook LM, and transforms previous guest interviews into an AI-generated episode. He explores the insights and best practices in financial modeling, as shared by veterans Scott Rostan, founder of Training the Street, and Ian Bennett, a PwC Australia leader with extensiv…
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Abundance Mindset: Exploring the Super Abundance Thesis w/ Marian Tupy, Cato Institute - EP258
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Marian Tupy, a senior fellow at the Cato Institute, discusses his book "Super Abundance" with Gene Tunny. Tupy argues that resources are becoming more abundant relative to global population, a concept he calls "super abundance." He explains that human ingenuity has led to cheaper commodities over time. Tupy refutes Malthusian predictions of resourc…
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Ep 53 China's green gambit: deciphering its climate policies, ft Prof Christine Loh, HKUST Institute of the Environment
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Please text on topics, guest ideas, comments. Please include your email if you want a reply. This episode is the second part of the conversation with a truly exceptional guest: one of Asia’s pre-eminent thinkers on the environment and climate change, Professor Christine Loh. We explore climate policy and climate action in the Chinese Mainland and H…
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In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PM…
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UBI Experiment: Success or Failure? Insights from Sam Altman’s Trial - EP257
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In this episode, Gene Tunny dives into a recent Universal Basic Income (UBI) experiment funded by Sam Altman, CEO of OpenAI. Gene explores the key findings of the randomised controlled trial and discusses whether the positive outcomes are enough to convince sceptics. Are UBI recipients more financially secure, or are there deeper concerns about its…
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What's New at CFI: FP&A Professional Model Roll Forward & Analysis
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In this episode of What’s New at CFI on FinPod, we discuss the newly released course, FP&A Professional: Model Roll Forward and Analysis. This course is the second in a three-part series designed to enhance Excel skills while focusing on essential monthly workflows for FP&A professionals. Listeners will learn best practices for managing files, roll…
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How to Build Superior Financial Models for M&A With Patrick McMillan
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In this episode of Financial Modelers Corner, host Paul Barnhurst dives deep into the world of Quality of Earnings (QofE) with expert guest Patrick McMillan, a seasoned CFO and transaction advisor. The conversation explores the intricacies of QofE, its importance in financial transactions, and the role it plays in assessing a company's financial he…
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Ep52 Climate business & finance toolkit: skills for a changing world, ft Prof Christine Loh, HKUST Institute of the Environment
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Please text on topics, guest ideas, comments. Please include your email if you want a reply. This episode features a truly exceptional guest: one of Asia’s pre-eminent thinkers on the environment and climate change, Professor Christine Loh. We explore the crucial topic of climate business and finance education and capacity building. We started the …
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Dean Hand: Measuring Success in Impact Investing
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Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace. Dean shares insights on the GIIN's role in promoting impact investing and its commitment to develop…
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Why we ran out of everything during the pandemic, and why it had less to do with the pandemic and more to do with the corporations that made us much more vulnerable to it
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Remember the supply chain problems of 2020 and 2021? The story we were told was that the COVID-19 pandemic disrupted the global economy's ability to make and transport goods of every type imaginable: Surgical masks. Car parts. Infant formula. But as New York Times' global economic correspondent Peter Goodman explains in his new book, “How the World…
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How is technology revolutionizing access to capital for small businesses? What challenges do these businesses face in securing funding? And what broader role does technology play in improving their access to capital? On the latest episode of Explain to Shane, Shane interviews Anthony Matos, CEO and cofounder of Shubox, a platform designed to help s…
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Careers in Finance: Alex Yuditski – Investment Banking
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In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex’s path led her from investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at one of the top vent…
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Ep48 “Are CEOs Underpaid?” with Dirk Jenter
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Are CEOs overpaid? It’s easy to see million-dollar (or even billion-dollar) salaries and jump to conclusions. But those figures might not capture the full picture. So, what really goes into deciding CEO compensation? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen welcome back Dirk Jenter, Professor of Finance a…
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What's New CFI: Introduction to Bank Valuation
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In this episode of What's New at CFI on FinPod, we’re excited to introduce our latest course, "Intro to Bank Valuations." We’ve designed this course to simplify the world of bank valuation models by focusing on practical methodologies like the asset value approach, comparables, and the dividend discount model. We dive into why mastering bank financ…
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The Future of Financial Modeling with AI Usability and Best Practices featuring Ruby Liu
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In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Ruby Liu, Director at KPMG Australia’s Valuation Team, to dive into intricacies of financial modeling. Having led KPMG Australia’s Sydney modeling team and worked as the head of corporate finance in the energy sector, Ruby’s vast experience spans from transactional modeling …
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The Future of VC: Blockchain, Web3, and Emerging Markets w/ Qin En Looi, Partner, Saison Capital - EP256
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Qin En Looi, a partner at Saison Capital, discusses the venture capital landscape, particularly in emerging markets like Southeast Asia, India, and Latin America. Saison Capital, backed by Credit Saison, focuses on early-stage investments and has $150 million in assets under management. The firm has seen three exits and emphasizes the potential of …
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In this episode of Careers in Finance on FinPod, we welcome Kristen Kelly and Jennifer Saarbach, founders of The Wall Street Skinny. Through their podcast, social media platforms, and other channels, they've built a highly regarded brand dedicated to demystifying the complex world of finance and helping others break into the industry. Kristen and J…
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484: Let's Talk Money: Real-World Financial Advice with Megan Gorman, Author of All the Presidents' Money: How the Men Who Governed America Governed Their Money
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Megan Gorman, author of "All the President's Money," explores the financial habits of US presidents throughout history. Gorman, a financial advisor, tax attorney, and wealth manager, discusses the presidents' varying approaches to money management, from frugal to extravagant. She also explores the historical context of each president's financial de…
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What's New at CFI: Accounting for Diluted Shares
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In this episode of What’s New at CFI on FinPod, we dive into the complexities of calculating diluted shares, including how various factors—such as stock options, convertible debt, and restricted stock—affect a company’s share count. We explain how failing to account for potential shares that could be issued (like employee stock options or convertib…
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VBA, AI, and Excel - Paul Barnhurst’s Key Takeaways from 40 Episodes
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In this special solo episode, host Paul Barnhurst, also known as "The FP&A Guy," reflects on key insights gathered from past episodes of Financial Modeler’s Corner. With over 40 episodes under his belt, Paul dives into recurring rapid-fire questions posed to expert financial modelers worldwide. From circular references to VBA use and Excel's future…
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Balancing Needs & Wants: Chris Ball, Hoxton Wealth, on Global Wealth Management in an Uncertain World - EP255
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Chris Ball, CEO of Hoxton Wealth, discusses the company's focus on wealth management for internationally mobile individuals, particularly in Dubai. Hoxton Wealth, with offices globally, offers fee-based services to high net worth and mass affluent clients, emphasizing comprehensive financial planning. Ball highlights the use of AI for administrativ…
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The Broadband Dilemma (with Janice Hauge and Mark Jamison)
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The National Telecommunications and Information Administration’s (NTIA) $42.5 billion Broadband Equity, Access, and Deployment (BEAD) Program, passed by Congress three years ago, set out to close the digital divide by bringing broadband to unserved and underserved communities. Yet despite the ambitious goal of getting all Americans online, progress…
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In this episode of Careers in Finance on FinPod, we sit down with Iain Main, who has built a career working across global markets. Iain began his journey at BDO, where he trained as a Chartered Accountant and gained valuable experience in London and Vancouver. His career later took him to Omnicom, where he worked in FP&A, partnering with CFOs and C…
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Efficiency and Externalities: A Q&A on Market Failures - EP254
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Show host Gene Tunny responds to listener feedback about the private versus public sector's role in wealth creation, particularly addressing externalities like environmental harm and whether governments should fund facilities like Men’s Sheds. He also explores the efficiency of the private sector compared to government spending. If you have any que…
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Ep47 “Is the US National Debt Sustainable?” with Mohamed El-Erian
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What is the best way to measure National Debt Sustainability, and how does the US do on those metrics compared to other countries? In the first episode of the new season, hosts and finance professors Jonathan Berk and Jules van Binsbergen speak with guest Mohamed El-Erian about the intricacies of the national debt, different measures of sustainabil…
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