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FP&A Today

FP&A Today

By: Glenn Hopper
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About this listen

 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.Copyright 2022 All rights reserved. Economics Management Management & Leadership
Episodes
  • Building a lean, mean, FP&A team from scratch – Preston Naegle

    Building a lean, mean, FP&A team from scratch – Preston Naegle
    Dec 11 2025

    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 (HHS). 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
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    47 mins
  • Aligning Sales and FP&A: Adam Shilton

    Aligning Sales and FP&A: Adam Shilton
    Dec 4 2025

    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 invoices AI and AR automation
    • AI Agents workflows
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    1 hr and 12 mins
  • CFO of AWA Studios on Building a Hits-Driven Business

    CFO of AWA Studios on Building a Hits-Driven Business
    Nov 25 2025

    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
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    37 mins
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