myCPE

Figuring Out: Future of FP&A in the AI Era | Podcast #EP17 1 Credit

Figuring Out: Future of FP&A in the AI Era | Podcast #EP17 1 Credit

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • Subject Area

    Information Technology

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Learning Objectives

  • Explore AI’s transformative role in FP&A functions. 
  • Analyze how AI improves budgeting and forecasting accuracy. 
  • Identify challenges in AI integration within finance. 
  • Review real-world applications of AI in financial modeling. 
  • Discuss future AI trends affecting FP&A strategies.

Course Overview

Welcome to an enlightening Episode where we sit down with Paul Barnhurst, widely known as "The FP&A Guy," to navigate the transformative world of Financial Planning & Analysis (FP&A) in the age of Artificial Intelligence.  

In today’s fast-paced finance landscape, Artificial Intelligence (AI) is a game-changer, transforming traditional Financial Planning & Analysis (FP&A) processes. This podcast, dives into the critical role AI plays in enhancing budgeting, forecasting, and financial modeling. Participants will gain a deep understanding of how AI can drive data-informed decisions, optimize resource allocation, and foster more accurate financial predictions. Through real-world examples and actionable strategies, this CE course will equip finance professionals with the tools needed to stay competitive and adaptable. 


Key topics covered: 

  • AI-Driven Budgeting Techniques 
  • Financial Modeling Precision 
  • Future of Business Partnering 
  • Forecasting with AI Efficiency 
  • Practical AI Integration

Join us as we uncover how AI isn’t just a tool but a strategic advantage, reshaping the future of finance.

On Demand Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Certified Internal Auditors (CIA) 1 CPE Eligible
Information Technology for Certified Management Accountants (CMA) 1 CPE Eligible
Information Technology for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Experts

Paul Barnhurst

Paul Barnhurst

Founder, The FP&A Guy

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Paul Barnhurst has over 12 years of Finance/FP&A Experience. He has worked for multiple companies, including American Express, Solera, and DigiCert. Today, he runs his own business (The FP&A Guy) focused on making finance professionals better at their jobs. Paul provides World-class training, helping finance professionals level up on skills including Excel, FP&A, data visualization, data storytelling, and more. Paul is a Microsoft MVP and has completed his Advanced Financial Modeler (AFM)Certification from Financial Modeling Institute and his Financial Planning and Analysis (FP&AC) from the Association of Finance Professionals (AFP) 

Paul hosts three popular finance podcasts all ranked in the top ten globally of all podcasts per ListenScore: 

  • FP&A Tomorrow 
  • Financial Modeler's Corner 
  • Future Finance 

He is also one of LinkedIn's top global corporate finance influencers, providing daily content to his nearly 100,000 followers. 

Saulsony

Saul Sony

Director - Partner Success, MYCPE ONE

  • 5
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As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.


I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.


In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.


Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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CHS

Charles H. Schweiger, CPA (US)

5

Good course.

HG

Howard Glassman, AFSP

4

The only downside to the podcast is the lack of closed captioning. Being hard of hearing, I was struggling to understand what was being said.

Inclusions

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