FP&A Today

FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips.

Our weekly show provides unrivalled insights for navigating FP&A.

FP&A Today is brought to you by Datarails.


Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.

Episodes

Feb 16, 2026

51 min

John Glasgow, is the founder, CEO and CFO of Campfire AI native ERP with more than $100m in funding, built to help high growth companies close faster, get richer visibility from their accounting data, and scale. John brings his insights as an operator who has spent time in FP&A and strategic finance, including at Adobe and an executive at Invoice To Go, leading that finance company to a $625 million sale to bill.com. Campfire came out of firsthand frustration with legacy ERPs and a need to rebuild the general ledger for the AI era.
In this episode:
My years in FP&A and strategic finance at Adobe before becoming a founder 
CFA Certification 
Invoice to Go acquisition what I learned  
The frustration and origin story of frustration and why Campfire was set up
Why building our own AI model makes sense 
Key quote: “If you slap AI on top of an ERP with summarized revenue data, then you’re essentially gonna get no insights that are of any value.”

Feb 16, 2026

51 min

Feb 5, 2026

1 hr 4 min


Marko Horvat has been a public accountant, Controller, head of FP&A and CFO, as well as VP in Gartner's research and advisory practice, specializing in topics most relevant to CFOs and finance transformation.
In this episode he talks: 
Interplay IT and CISO and organizational politics (“if it runs on electricity, it’s ours”)CFO skillsets gap
Real change in CFO’s Office with AI (audit pattern recognition to forecasting)
Last mile transformation in finance 
Mindset, skillset, toolset transformation 
Treating forecast as in perpetual beta 
The power of the subtotal function 
Recommended books:
There's Got to Be a Better Way: How to Deliver Results and Get Rid of the Stuff That Gets in the Way of Real Work
Superforecasting: The Art and Science of Prediction

Feb 5, 2026

1 hr 4 min

Jan 29, 2026

45 min

Troy Anderson is CFO of Kelly Services, a staffing solutions provider to various industries, who has spent his career driving transformation across some of the most complex business environments. Before joining Kelly, he served as CFO at Universal Technical Institute, where he helped double revenue over five years through a mix of organic growth and strategic acquisitions. Earlier in his career, he held senior finance leadership roles at Conduent, a $6billion player (bought by Xerox). 
Conduent life cycle a $6b public company acquired by Xerox
Investor relations at Xerox as a game-changer for my career 
Making finance a partner across the value chain
Business Process Outsourcing vs AI
The need for a deep understanding of your business 
Catch the full transcript below

Jan 29, 2026

45 min

Jan 21, 2026

49 min

Stephen Hedlund is head of finance at Rillet, an AI-native ERP which has raised over $100million from Sequoia and  Andreessen Horowitz. In  Steven’s words Rillet is “building the modern NetSuite.”In this episode:
How Isaac Asimov’s Foundation helped me discover finance 
Experience from enterprise at Walmart to building startups 
Go-to-market (marketing) to Head of Finance Gillet 
The moat for leading ERPs and our strategy 
Being the ICP and marketing voice for Rillet 
“To succeed, planning alone is insufficient. One must improvise as well.”― Isaac Asimov, Foundation

Jan 21, 2026

49 min

Jan 11, 2026

52 min

Eddie Reynolds, CEO of UnionSquare Consulting, opens up about the often-fraught relationship between CFOs and CROs. Eddie shares insights from his unique journey—from banking and private equity to being an account executive at Salesforce which forecast within 5% accuracy despite 30%+ growth.
The conversation tackles the critical disconnect between finance and go-to-market teams: Why do CFOs struggle to trust CRM pipelines? What breaks when companies hit $50-100M in revenue? 
In this episode:
How Salesforce was able to forecast with 5% accuracy,
The role of FP&A and CROs in go to market strategy and efficiency
The issues with LTV to CAC ratio in SaaS 
Biggest challenges of the CFO/CRO relationship
Bottoms up annual planning working with finance 

Jan 11, 2026

52 min

Dec 31, 2025

53 min

Bobby Bray brings his perspective from more than 20 years in banking and consulting with Capital One, Oliver Wyman, and Regions Bank. The retired Navy Captain with four commands talks about strategic decision-making under pressure, working with Fortune 150 C-Suite executives, and the rigor required in FP&A.
He says: “To use an aviation term you need to be able to follow the drop of gas through the engine and understand the different cogs in the engine that turns a drop of gas into thrust, but it also is what turns raw data into usable analytics on the back end.”In this episode 
A Truly Non-Traditional Path to Finance
Commercial banking as the most educational finance job
Discipline and rigor in FP&A
Cloud infrastructure changes in the past 7 years 
The rigor of a capital market stress test 
Explainability of AI in finance 

Dec 31, 2025

53 min

Dec 22, 2025

1 hr 29 sec

Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read if you want to understand how to scale a company as a CFO” and “Should be required reading for CEOs and PE people along with CFOs.”
In this episode Smith provides his take on being a CFO and his long background in FP&A, providing insights on:
The path from FP&A to CFO (without a CPA)
Why I like being CFO at SMBs (sub $50m)
Being a dreamer, artist and buildingFP&A 
Audits vs QOEs 
The unspoken challenges working with PE firms
FP&A and M&A – what you need to know 
Link to the book: Demystifying the Role of the CFO in Venture and Growth Stage Companies

Dec 22, 2025

1 hr 29 sec

Dec 11, 2025

47 min

Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services. Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services  in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company which has completed 15 acquisitions (3 in 2025 alone) within the mechanical, electrical, and plumbing sector across the Western US region. 
In this episode
An origin story in Private Equity
Learning from a “firehose” of business models 
Bringing PE thinking to a head of finance role at Midway Mechanical 
Bringing people with you as you create FP&A, budget and forecasting processes
Choosing an FP&A solution
Enhancing time to insights that bring long-term business partnering and profit growth 

Dec 11, 2025

47 min

Dec 4, 2025

1 hr 12 min

Glenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners.
My Experience selling finance software including SAP
Bridging the Sales-Finance Divide: Why pipeline forecasts are inherently “fluffy”
The Deposit Game-Changer: Why commission should only be paid on receipt of deposit, not just signature
Finance coaching sales on overdue invoicesAI and AR automation
AI Agents workflows 

Dec 4, 2025

1 hr 12 min

Nov 25, 2025

36 min

What does it take to be the finance leader behind Hollywood stories? Diya Sagar, CFO of AWA Studios, which produces critically acclaimed, original stories for comics, TV, and movies, joins Glenn Hopper to reveal how she manages the money behind the magic—from funding graphic novels that may not pay off for years to navigating the unpredictable world of graphic novels, film and TV deals. 
How a “creator-first” approach shows up in budgets
Building a Hits-Driven Portfolio
The Ultimate Model: From Page to Screen Economics
The 2-4 year timeline 
What Boards Really Want in a creative industry

Nov 25, 2025

36 min

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