ValiSights Podcast​

Revolutionizing strategic finance for CFOs and finance leaders with expert interviews and actionable insights.

#11 - Coming Soon

#10 - Agentic Workflows and the Next Evolution of Finance

Glenn Hopper, Head of AI R&D at Eventus, author of AI Mastery for Finance Professionals, & host of FP&A Today

🎙️Agentic AI is about to give finance real autonomy. Glenn Hopper cuts through the hype explaining true agentic workflows, governance must-haves, and how ValiSights is shifting from dashboards to a decision engine.

Topics: FP&A • AI Agents • Agentic Workflows • Office of the CFO • Decision Intelligence • Governance • Forecasting • ValiSights Tools

SPECIAL EDITION

Beyond the Ledger: Men’s Mental Health & Hormonal Health

Angelica Jackson, a board-certified physician

🎙️Hormones, mindset, and leadership collide. Learn how optimizing testosterone and functional-medicine tactics help high-pressure execs crush burnout and sustain peak performance.

Topics: Men’s Mental Health • Hormonal Health • Functional Medicine • Leadership Performance • Burnout Prevention • High-Stress Roles

#9 - The 5 Elements® Every SMB Needs to Understand + Framework for Financial Intelligence

Ed Patton, Founder & CEO of PattonTrender

🎙️SMBs are flying blind. Ed Patton’s 5 Elements® framework and 10-Second Rule™ cut through the fog, turning financial confusion into instant, action-ready insight. Hear how CashIQ & TrendSights upgrade that clarity in real time.

Topics: Financial Visibility • SMB Finance • 5 Elements Framework • 10-Second Rule • Cash Flow Clarity • Fractional CFO • AI-Powered FP&A • ValiSights Tools

#8 - Why Most CFOs Fail the Business Test: AI Strategy, Cash Flow, & Ownership Mindset

David Strong, Managing Partner at Strong Capital Partners

🎙️$1 B+ deal veteran lays out the “owner’s-eye” CFO playbook, AI-driven forecasts, investor-ready storytelling, and ValiSights tools that turn finance into a cash-flow engine.

Topics: CFO Strategy • Fractional CFO • AI in FP&A • Cash Flow Optimization • Capital Planning • Investor Readiness • Forecasting Automation • Tech Stack for Finance • Decision Intelligence • Finance Transformation

#7 - The Death of Legacy Finance, Agentic AI and the Rise of the Systems Built CFO

Julia Kozlov, Fractional CFO

🎙️Agentic AI is recasting CFOs as system architects. Fractional CFO Julia Kozlov maps the leap from backward reporting to real-time, growth-driving insight with CashIQ, TrendSights, DeepSights, and PeerSights.

Topics: FP&A • AI in Finance • Agentic AI • Strategic CFO • Financial Visibility • Systems Thinking • Forecasting

SPECIAL EDITION

Beyond the Ledger: Why Leaders Fail w/out EQ, Clarity, & Ownership

Sean Barnes, President of WSS Solutions

🎙️AI era leadership decoded: Sean Barnes reveals the middle-management playbook, EQ-rich communication, and ValiSights data clarity that turn managers into mission-driven growth engines.

Topics: Leadership Development • Emotional Intelligence • Career Growth • Middle Management • AI in Leadership • Communication Strategy • Executive Coaching • ValiSights in Action • The Way of the Wolf • Operational Strategy • People-Centric Growth

#6 –Static Finance Is Dead: Agentic AI and the Strategic Evolution of FP&A

Brian Kalish, founder of Kalish Consulting, former AFP Executive

🎙️Static reports are dead. Agentic AI and hyper-automation are redefining FP&A. Brian Kalish shares how curiosity, real-time decisioning, and platforms like CashIQ, TrendSights, DeepSights, and PeerSights are elevating finance from back-office to strategic powerhouse.

Topics: FP&A • AI in Finance • Agentic AI • Office of Finance • Hyperbots • Strategic Finance • Treasury • Decision Intelligence • Forecasting

#5 - Your Pricing Model Is Broken: Winning Premium Clients w/ Value-Based Proposals

Irene-Marie Seelig, Co-Founder and CEO of AccountGroove

🎙️Three-tier proposals, acceptance-rate analytics, and zero duct tape. Llearn how AccountGroove automates pricing and unlocks premium “yeses,” and why AI finance stacks like ValiSights are the next growth lever for modern firms.

Topics: Pricing Strategy • Workflow Automation • Fractional CFO • Proposal Psychology • Niching • Strategic Finance • AI in Finance • Women-Led Firms • FP&A Tools • SaaS for Accountants

#4 - The New CFO Playbook: AI Strategy, ESG Pressure, and Talent Wars

Stefan Boehmer, VP of Finance for Körber Supply Chain North America

🎙️AI, ESG, and EQ collide as Körber finance teams wield CashIQ & TrendSights to turn sustainability mandates into strategic wins while grooming the next wave of emotionally intelligent, data-savvy leaders.

Topics: AI Strategy • Sustainable Finance • ESG • Finance Leadership • Talent Development • Emotional Intelligence • Strategic Forecasting • Regulatory Compliance • AI Governance • Cash-Flow Intelligence

#3 - From Experiment to Execution: How CFOs Can Build AI-Ready Finance Teams

Anna Tiomina, Founder of Blend2Balance

🎙️Stop tinkering and start automating. Ex-CFO turned AI strategist Anna Tiomina lays out the playbook for turning tiny experiments into big time savers, readiness checklists, low-risk automations, governance that balances speed & compliance, and CashIQ + TrendSights for real-time clarity.

Topics: AI in Finance • Workflow Automation • CFO Strategy • Finance Transformation • Prompt Engineering • AI Literacy • FP&A Automation • Governance • Cash Flow Forecasting • ValiSights Tools

SPECIAL EDITION

Beyond the Ledger: How a Cancer Survivor & Founder Is Using AI to Reshape Staffing

Shawn Dargusch, CEO & Founder of Luna Locums

🎙️Cancer survivor turned founder shows how to mix purpose with AI-powered finance, deploying CashIQ, TrendSights, and fractional CFO strategy to turn every staff shift into healthier communities.

Topics: Healthcare Staffing • Locum Tenens • Strategic Finance • AI in Business • Founder Story • Purpose-Driven Growth • Cash Flow Forecasting • ValiSights Tools • Real-Time Reporting • Talent Strategy

#2-Rebranding Accounting: How CFOs Can Win the Talent War and Build the Next-Gen Finance Brand

Lukas Sundahl, Accounting Couture founder

🎙️Merch, kid-friendly activity books, and AI dashboards; see how creativity and tech are redefining accounting, boosting financial literacy, and giving CFOs real-time firepower.

Topics: Accounting • CMA • Financial Literacy • AI • Branding • Forecasting

#1-Why 90% of FP&A Pros Are Getting Left Behind

Paul Barnhurst 'The FP&A Guy'

🎙️Dive into how AI is reshaping modeling, forecasting, scenario planning, pricing, and even finance team wellbeing. Hear Paul’s takes on digital twins, tool overload, up-skilling trends, and what modern CFOs need to win, plus his verdict on the ValiSights platform.

Topics: FP&A • AI in Finance • Forecasting • Modeling • CFO Strategy • Automation • Upskilling • Burnout • Digital Twins • Tools