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FinPod

Business Education

Episodes

Showing 101-187 of 187
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Corporate Finance Explained | Mastering Financial Modeling

14 Mar 2025

Contributed by Lukas

Want to improve your financial modeling skills? This episode of Corporate Finance Explained dives into the essential techniques and best practices use...

Careers in Finance | Mimi Hu

13 Mar 2025

Contributed by Lukas

How to Build a Career in FP&A | Finance Jobs, Skills & Growth InsightsFinancial Planning & Analysis (FP&A) is one of the fastest-growi...

What's New at CFI | FP&A 3-Statement Modeling

11 Mar 2025

Contributed by Lukas

🎙 Mastering FP&A 3-Statement ModelingBuilding a 3-statement financial model is a critical skill for finance professionals, but many struggle to...

Corporate Finance Explained | Analyzing Financial Statements

07 Mar 2025

Contributed by Lukas

In this episode of Corporate Finance Explained, we break down the fundamentals of financial statement analysis—a vital skill for corporate finance p...

Member Spotlight | Ayesha Felice N. Zain

06 Mar 2025

Contributed by Lukas

In this episode of CFI's podcast, Ayesha Zain shares her inspiring journey from a background in public administration and philosophy to her current ro...

What's New at CFI | Managing Your Stakeholders

04 Mar 2025

Contributed by Lukas

In this episode of What's New at CFI, Meeyeon and Ryan Spendelow discuss the importance of stakeholder management in various professional settings, es...

Careers in Finance | Ahmed Aboushady

27 Feb 2025

Contributed by Lukas

In this episode, Ahmed Aboushady takes us through his extensive career in risk management, from his education in Cairo to professional experiences in ...

What's New at CFI | What's New CFI: Collateralized Mortgage Obligations (CMOs)

25 Feb 2025

Contributed by Lukas

In this conversation, Meeyeon and Ryan discuss collateralized mortgage obligations (CMOs), exploring their structure, relevance, and the impact of the...

Member Spotlight | Francis Faucher

20 Feb 2025

Contributed by Lukas

In this episode of CFI's Member Spotlight Podcast, Meeyeon sits down with Francis Faucher to discuss his unconventional path into finance. Originally ...

Careers in Finance | Logan Burchett

13 Feb 2025

Contributed by Lukas

In this episode, Logan Burchett, co-founder and COO of Forecaster, shares his unexpected career path—from aspiring lawyer to finance professional to...

What's New at CFI | Accounting for Inventory

11 Feb 2025

Contributed by Lukas

In this episode of What’s New at CFI, Ryan is joined by Jeff Schmidt to introduce CFI’s latest course, Accounting for Inventory. They discuss the ...

Member Spotlight | Nigel Rayford

06 Feb 2025

Contributed by Lukas

In this episode of CFI's Member Spotlight, Nigel Rayford shares his inspiring journey into the finance world, detailing his educational background, ca...

What's New at CFI | Investment Banking and Private Equity Modeling Specialization

04 Feb 2025

Contributed by Lukas

In this episode, Meeyeon, Jeff, and Duncan discuss the newly launched specialization in Investment Banking and Private Equity (IB and PE) at CFI. Joi...

Careers in Finance | Susanne Swaniker

30 Jan 2025

Contributed by Lukas

In this episode of Careers in Finance, we learn that sometimes it takes a little bit of grit. Susanne Swaniker, Group Financial Controller at De Beers...

What's New at CFI | Risk Management Specialization

29 Jan 2025

Contributed by Lukas

In this episode of What's New at CFI, we sit down with Ryan Spendelow to discuss the newly launched Risk Management specialization. We explore the ess...

Member Spotlight | Dang Duong

23 Jan 2025

Contributed by Lukas

In this episode of CFI's FinPod podcast, we sit down with Dang Duong, a young finance enthusiast from Singapore. Join us as we talk about Dang's journ...

Member Spotlight | Antowan Batts

16 Jan 2025

Contributed by Lukas

In today's Member Spotlight, I get to sit down with someone who can't sit still in the absolute best of ways. Antowan has done a little bit of everyth...

Careers in Finance | Chris Stanley

09 Jan 2025

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we chat with Chris Stanley, an experienced finance professional turned successful business founder, a...

Careers in Finance | Bill Dillmeier

02 Jan 2025

Contributed by Lukas

In this episode of Careers in Finance, we have an insightful conversation with Bill Dillmeier, exploring his unique career journey in finance. Bill sh...

What's New at CFI | Advanced Prompting for Financial Statement Analysis

27 Dec 2024

Contributed by Lukas

In this episode of What’s New at CFI, we are talking about a course that is going to help make everyone's job a little bit easier. The course itself...

Careers in Finance | Ben Murray

19 Dec 2024

Contributed by Lukas

In this episode of Careers in Finance, we sit down with Ben Murray, known as the SaaS CFO, who shares his unique career journey from customer service ...

What's New at CFI | Careers in Finance – New Course Release

17 Dec 2024

Contributed by Lukas

In this episode of What's New at CFI, you have the whole gang: Ryan Spendelow, Duncan McKeen, Jeff Schmidt, and Sebastian Taylor. We all took part in ...

What's New at CFI | Governance Issues & Materiality

12 Dec 2024

Contributed by Lukas

In today's episode of What's New at CFI, join us as we talk about the G in ESG. Our latest ESG offering is a mini module of three courses with a modul...

What's New at CFI | Social Issues & Materiality

11 Dec 2024

Contributed by Lukas

In today's episode of What's New at CFI, join us as we talk all about the S in ESG. Our latest ESG offering is a mini module of three courses with a m...

What's New at CFI | Environmental Issues & Materiality

10 Dec 2024

Contributed by Lukas

In today's episode of What's New at CFI, join us as we talk all about the E in ESG. Our latest ESG offering is a mini module of three courses with a m...

Careers in Finance | Eric Mason

05 Dec 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we sit down with Eric Mason, CFO of the City of Quincy, to explore his journey into municipal finance...

What's New at CFI | Intro to M&A

03 Dec 2024

Contributed by Lukas

In today's episode of What's New at CFI, we are talking about one of your favorite topics: Mergers and Acquisitions, or better known as, M&A! We'r...

Member Spotlight | Devrhoid Davis - from Medical Radiation Physics to Finance

28 Nov 2024

Contributed by Lukas

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Devrhoid Davis, who shares how following his passion and pursuing what mad...

What's New at CFI | Normalizing Income Statements

26 Nov 2024

Contributed by Lukas

It's not about the extraordinary, it's about making it ordinary. In this episode we talk about our Normalizing Income Statements course where we spotl...

Careers in Finance | Scott Powell

21 Nov 2024

Contributed by Lukas

In this episode of Careers in Finance, we sit down with Co-Founder of CFI, Scott Powell. If you are familiar with CFI, then you will know Scott as an ...

What's New at CFI | ChatGPT for Data Analysis

19 Nov 2024

Contributed by Lukas

Data analysis has had some immense benefits with the introduction of ChatGPT. A great deal of the 'heavy lifting' can be done with ChatGPT, but it tak...

Careers in Finance | Ashok Manthena - Special Episode - AI Discussion

14 Nov 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we welcome back Ashok Manthena, founder of Chatfin.ai and finance analytics expert. Ashok shares insi...

What's New at CFI | Operational Risk Management in Banks

13 Nov 2024

Contributed by Lukas

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, p...

Careers in Finance | James M. Binsfeld

07 Nov 2024

Contributed by Lukas

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 ma...

What's New at CFI | Accounting for Financial Analysts Specialization

05 Nov 2024

Contributed by Lukas

In this episode of What's New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for finan...

Careers in Finance | Mark Allbee

31 Oct 2024

Contributed by Lukas

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...

What's New at CFI | FP&A Professional Model Protection & Presentation

29 Oct 2024

Contributed by Lukas

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 ...

Careers in Finance | Jack McCullough on the Role of CFOs

24 Oct 2024

Contributed by Lukas

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 d...

Member Spotlight | Shawn Jahromi

22 Oct 2024

Contributed by Lukas

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a uniq...

Careers in Finance | Duncan McKeen

17 Oct 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we sit down with Duncan McKeen, a seasoned equity research analyst turned financial modeler and educa...

What's New at CFI | Introduction to Comparable Valuation

15 Oct 2024

Contributed by Lukas

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 i...

Member Spotlight | Charaf Bourhalla

10 Oct 2024

Contributed by Lukas

In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firm...

What's New at CFI | FP&A Professional Model Roll Forward & Analysis

08 Oct 2024

Contributed by Lukas

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 c...

Careers in Finance | Alex Yuditski – Investment Banking

03 Oct 2024

Contributed by Lukas

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 co...

What's New CFI | Introduction to Bank Valuation

01 Oct 2024

Contributed by Lukas

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 cour...

Careers in Finance | Wall Street Skinny

26 Sep 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we welcome Kristen Kelly and Jennifer Saarbach, founders of The Wall Street Skinny. Through their pod...

What's New at CFI | Accounting for Diluted Shares

24 Sep 2024

Contributed by Lukas

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...

Careers in Finance | Iain Main

19 Sep 2024

Contributed by Lukas

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 jour...

What's New at CFI | Accounting for Leases

17 Sep 2024

Contributed by Lukas

In this episode of What's New at CFI on FinPod, we discuss accounting for leases, focusing on the key differences between operating and finance leases...

Careers in Finance | Zane Tarence

12 Sep 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we sit down with Zane Tarence, Partner and Managing Director at the investment banking firm, Founders...

What's New at CFI | AI-Powered Scenario Analysis

10 Sep 2024

Contributed by Lukas

In this episode of What’s New at CFI on FinPod, we discuss the power of AI for finance, focusing on AI-powered scenario analysis and its impact on f...

Careers in Finance | Ashok Manthena

05 Sep 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we talk with Ashok Manthena about his experiences at companies like Google, Gap, and Ingersoll Rand, ...

What's New at CFI | BIDA Workflow Efficiency for Analysts

30 Aug 2024

Contributed by Lukas

In this episode of FinPod’s What’s New at CFI, we explore the critical role of workflow efficiencies for analysts working in Business Intelligence...

Member Spotlight | Genaro Arredondo

29 Aug 2024

Contributed by Lukas

In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance –...

What's New at CFI | Reading and Analyzing Bank Financial

27 Aug 2024

Contributed by Lukas

In this episode of What’s New at CFI on FinPod, we discuss our newly launched course on reading and analyzing insurance company financials. We break...

What's New at CFI | Purchase Price Allocation & M&A Accounting

22 Aug 2024

Contributed by Lukas

In this episode of FinPod, we discuss our new course on purchase price allocations in M&A accounting. This course addresses common challenges and ...

Careers in Finance | Carolina Lago

20 Aug 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we sit down with Carolina Lago, who has extensive experience in financial planning and analysis (FP&a...

What's New at CFI | Math for Finance Professionals

15 Aug 2024

Contributed by Lukas

In this episode of What’s New at CFI on FinPod, we discuss the newly refreshed course, "Math for Finance Professionals," which covers essential conc...

Careers in Finance | Brian Egger

13 Aug 2024

Contributed by Lukas

In this episode of Careers in Finance on FinPod, we sit down with Brian Egger, Global Head of Financial Modeling at Bloomberg LP. Brian brings a wealt...

What's New at CFI | Reading Financial Statements

08 Aug 2024

Contributed by Lukas

This episode of FinPod covers understanding bank financial statements and analysis. We highlight the unique aspects of bank financial statements compa...

What's New at CFI | How to Build a Financial Model

01 Aug 2024

Contributed by Lukas

In this episode of FinPod, we discuss how to get started with building a financial model. We address common issues beginners face – like too quickly...

Careers in Finance | Chris Ortega

30 Jul 2024

Contributed by Lukas

In this episode of FinPod, we speak with Chris Ortega, the CEO of Fresh FP&A. Chris shares his journey from a marketing major in college to a seas...

What's New CFI | Developing a High-Impact Financial Plan

25 Jul 2024

Contributed by Lukas

In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We c...

Member Spotlight | Mateus Hamdan Alvim

23 Jul 2024

Contributed by Lukas

In this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his...

What's New CFI | Market Risk Fundamentals

18 Jul 2024

Contributed by Lukas

In this episode of FinPod, we discuss the recently released Market Risk Fundamentals course with insights from the Vice President of Content at CFI. W...

Careers in Finance | Avia Yudalvich

16 Jul 2024

Contributed by Lukas

In this episode of FinPod, we talk with Avia Yudalevich, the accomplished CFO and head of supply chain at Intrinsic. Avia shares her journey from fina...

What's New CFI | ESG Risk Management

11 Jul 2024

Contributed by Lukas

In this episode of FinPod, we discuss a recently published course on ESG risk management. We explain the evolution of ESG from environmental health an...

Member Spotlight | Onyedika Nwoj

09 Jul 2024

Contributed by Lukas

In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and eva...

What's New CFI | Accounting for Business Combinations & Other Equity Investments

04 Jul 2024

Contributed by Lukas

In this episode, we talk with our Chief Content Officer about the new "Accounting for Business Combinations and Other Equity Investments" course.Desig...

Member Spotlight | Glenn Hopper

02 Jul 2024

Contributed by Lukas

In this episode, we chat with Glenn Hopper, an instructor at both Duke University and CFI, author and CFO. Glenn’s book, “Deep Finance: Corporate ...

Careers in Finance | Landon Cortenbach

27 Jun 2024

Contributed by Lukas

In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sport...

What's New CFI | FP&A Debt and Capex Forecasting & Analysis

25 Jun 2024

Contributed by Lukas

In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A)...

Member Spotlight | Josh Mclean

20 Jun 2024

Contributed by Lukas

In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike an...

What's New CFI | AI for Formulas in Excel

18 Jun 2024

Contributed by Lukas

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 for...

What's New CFI | FP&A for New Analysts with Carl Seidman

13 Jun 2024

Contributed by Lukas

 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 consult...

Careers in Finance | Danielle Stein Fairhurst

11 Jun 2024

Contributed by Lukas

 In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author...

What's New CFI | Contractor Forecasting & Analysis for FP&A Professionals

06 Jun 2024

Contributed by Lukas

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 foc...

What's New CFI | Basel III and Risk Management

04 Jun 2024

Contributed by Lukas

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 intricaci...

Careers in Finance | A Day in the Life of an FP&A Leader with Vijay Maharaj

30 May 2024

Contributed by Lukas

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 t...

What's New at CFI | Data Visualizations & Dashboards – The Basics

28 May 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor.They cover best practices for creating effecti...

What's New at CFI | AI-Enhanced Financial Analysis with Glenn Hopper

23 May 2024

Contributed by Lukas

In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing ...

Member Spotlight | From CFI Learner to Leader, Stephen Moerane's Journey from Finance to CFI Community Builder

21 May 2024

Contributed by Lukas

In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come...

What's New at CFI | Dashboard Visualization & Analysis for FP&A

16 May 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's bee...

What's New at CFI | Mastering Financial Statement Aggregation and Analysis with CFI

14 May 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow ...

What's New at CFI | Headcount Forecasting and Analysis: Insights and Techniques

09 May 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. T...

What's New at CFI | FP&A Model Design & Revenue Forecasting

07 May 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power ...

What's New at CFI | Mastering Financial Planning & Analysis: Insights from a CFI Expert

29 Apr 2024

Contributed by Lukas

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan share...

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