Best Financial Copilot Podcasts (2025)

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#116 - Medical Checkride: Medical Myths, Truths, and Tips with Dan Monlux 55:19

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5h ago55:19

55:19

What could cost you your flying career? Not being prepared for your medical. Hosts Tait Duryea and Ryan Gibson welcome back Dan Monlux of Wingman Med to discuss how pilots can protect their FAA medical certificates. Dan breaks down what happens during a medical exam, the importance of primary care, and why early detection matters. This is a must-li…

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#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman, CFO, York IE 35:34

5h ago35:34

35:34

#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman https://open.spotify.com/episode/0Qwxrp77mQV0CvmHThso7C In this insightful episode of The GrowCFO Show, host Kevin Appleby explores the critical topic of funding fast-growing B2B SaaS startups with Janelle Gorman, CFO at York IE. Securing appropriate funding remains one of the mos…

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Truthful AI Systems, Red Teaming Agentic AI, & AI in Cyber Crime: News of the Week (6/20/25) 2:21

3d ago2:21

2:21

In this episode of Campus Technology Insider Podcast Shorts, host Rhea Kelly discusses the latest stories in education technology. Highlights include the launch of LawZero by Yoshua Bengio to develop transparent 'scientist AI' systems, a new Cloud Security Alliance guide on red teaming for agentic AI, and OpenAI's report on the malicious use of AI …

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AI Strategies for Finance Leaders to Streamline Audits and SOPs Using GenAI with Natalia Toronyi 35:51

5d ago35:51

35:51

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia’s impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations i…

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#115 - Inside Self-Storage: A Hidden Powerhouse for Investors 50:47

6d ago50:47

50:47

Get ready to uncover the secrets of one of commercial real estate’s most resilient and misunderstood asset classes: self-storage. In this in-depth episode, Tait Duryea and Ryan Gibson explore why self-storage continues to outperform in uncertain times, how millennials are transforming storage use, and what makes it such a powerful wealth vehicle fo…

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#238 Why CFOs Who Ignore Excel & Automation Are Falling Behind with Richard Nero, GrowCFO Facilitator 26:34

6d ago26:34

26:34

#238 Why CFOs Who Ignore Excel & Automation Are Falling Behind https://open.spotify.com/episode/0pwzX0ujbANt79RKKxEDMD In this insightful episode of the GrowCFO Show, Kevin Appleby sits down with Richard Nero, a Microsoft Excel MVP and GrowCFO Facilitator who specializes in finance systems consultancy. The conversation explores the critical importa…

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Tech Tactics Call for Speakers, AI Technostress, & AI Network Assistant: News of the Week (6/13/25) 2:08

10d ago2:08

2:08

In this episode of Campus Technology Insider Podcast Shorts, host Rhea Kelly discusses the open call for speakers for the September 2025 Tech Tactics in Education Conference, focusing on overcoming innovation roadblocks in K-12 and higher education. She also highlights a new study on AI technostress and its impact on productivity and employee burno…

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How Digital Avatars and GenAI Tools Help Strategic Operators Save Time without Losing Trust 41:15

12d ago41:15

41:15

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a deep dive into the latest developments in AI, especially how the technology is transforming the business world, from tools that help with forecasting to the ongoing evolution of AI avatars and agents. They also explore the impact of multimodal models, like OpenAI’s mult…

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#114 - Trusts, Taxes & Transfers: What Every Investor Should Know with Amanda Wynalda 59:50

15d ago59:50

59:50

In this episode, hosts Tait Duryea and Ryan Gibson sit down with attorney Amanda Wynalda from Anderson Advisors to unpack everything pilots and high-income earners need to know about trusts, wills, and asset protection. From revocable vs. irrevocable trusts to layering LLCs and avoiding the due-on-sale clause, this episode is a blueprint for protec…

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GitHub CEO Thomas Dohmke on Copilot and the Future of Software Development 1:09:44

13d ago1:09:44

1:09:44

In this episode of Gradient Dissent, Lukas Biewald sits down with Thomas Dohmke, CEO of GitHub, to talk about the future of software engineering in the age of AI. They discuss how GitHub Copilot was built, why agents are reshaping developer workflows, and what it takes to make tools that are not only powerful but also fun. Thomas shares his experie…

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#237 The CFO’s Guide to Leading Sustainability in Business with Paula Kensington, GrowCFO Facilitator 28:12

13d ago28:12

28:12

#237 The CFO’s Guide to Leading Sustainability in Business with Paula Kensington https://open.spotify.com/episode/2ywfZ18iMIe7TSHdpaVsYU In this episode of The GrowCFO Show, host Kevin Appleby is joined by Paula Kensington, a seasoned finance professional from Australia with over 30 years of experience. Paula shares her journey from traditional acc…

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1EdTech and DXtera Partner, New AI Models, AI Hardware Development: News of the Week (6/6/25) 2:19

17d ago2:19

2:19

In this episode of Campus Technology Insider Podcast Shorts, hosted by Rhea Kelly, we cover major developments in education technology. Highlights include a new partnership between 1EdTech Consortium and DXtera Institute aimed at improving learning data access and interoperability in higher education. Additionally, Anthropic's advanced AI models, C…

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The AI Decision Models for PE-Backed Tech CEOs to Predict Strategic Growth with Kam Star 44:25

19d ago44:25

44:25

In this episode of Future Finance, host Paul Barnhurst chats with Kam Star, a strategic product and technology leader with over 25 years of experience in AI, finance, and digital innovation. Kam shares his unique perspective on the evolution of artificial intelligence from early expert systems to today's powerful neural networks and how AI is shapi…

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#113 - The Fed, The Treasury, and Your Portfolio with Dr. Peter Linneman 53:42

22d ago53:42

53:42

In this episode, hosts Tait Duryea and Ryan Gibson talk with chief economist Dr. Peter Linneman to demystify interest rates, the national deficit, and how it all affects pilots, real estate investors, and entrepreneurs. Discover why U.S. debt may not be the threat it’s made out to be, how capital flows drive values, and what most people get wrong a…

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#236 Risk Is Changing. Is Your Board Keeping Up? with Patrick Dunne, Experienced Chair and Board Member in Business & Social Enterprise 34:08

20d ago34:08

34:08

#236 Risk Is Changing. Is Your Board Keeping Up? with Patrick Dunne https://open.spotify.com/episode/52560DpsRV0fr9XStbziYw In this thought-provoking episode of The GrowCFO Show, Kevin Appleby engages with Patrick Dunne, an experienced Chair and Board Member in both business and social enterprise sectors, to explore the evolving landscape of risk m…

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Accessibility Challenges, Cloud Governance Gaps, & Financial Aid Fraud: News of the Week (5/30/25) 2:18

24d ago2:18

2:18

In this episode of Campus Technology Insider Podcast Shorts, Rhea Kelly discusses the latest trends in higher education technology. Key topics include a survey revealing faculty challenges with accessibility in course materials, a report on gaps in cloud governance exposing sensitive data to AI tools, and Maricopa Community Colleges’ implementation…

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Leadership in the Age of AI: Tech Tactics in Education 38:30

26d ago38:30

38:30

In this episode of the Campus Technology Insider Podcast, Editor in Chief Rhea Kelly presents the keynote speech delivered by David Weil, Vice President and CIO for IT and Analytics at Ithaca College, during the May 2025 Tech Tactics in Education Conference. Weil explores the evolving landscape of leadership in the age of AI, sharing six key lesson…

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The Excel Copilot Features Finance Pros Need To Boost Productivity using AI with David Fortin 17:25

26d ago17:25

17:25

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it’s still rough around the edges, and how it’s starting to make a diff…

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#112 - The Tax Strategies Every Pilot Should Know in 2025 with Thomas Castelli 47:15

28d ago47:15

47:15

In this episode, Tait Duryea and Ryan Gibson welcome CPA Thomas Castelli of Hall CPA to break down the latest tax developments affecting high-income earners. From the potential return of 100% bonus depreciation to how the real estate professional status works in practice, Tom shares key strategies to help you keep more of what you earn. Whether you…

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#235 How AI Is Transforming Accounts Receivable with Ben Winter, Co-Founder, Stuut and Jeff Martini, CFO, Bishop Lifting 35:45

27d ago35:45

35:45

#235 How AI Is Transforming Accounts Receivable with Ben Winter and Jeff Martini https://open.spotify.com/episode/0mxBSzi1Gzvigoo9manusQ In this insightful episode of The GrowCFO Show, host Kevin Appleby explores how artificial intelligence is revolutionizing accounts receivable processes with guests Jeff Martini, CFO at Bishop Lifting, and Ben Win…

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Gen AI Credentials, New Student SOC, and NU's Student Support Hub: News of the Week (5/23/25) 2:16

1M ago2:16

2:16

In this episode of Campus Technology Insider Podcast Shorts, host Rhea Kelly discusses the latest findings on generative AI training needs among college students and employers. The podcast also highlights Louisiana State University's new student-run security operations center and National University's launch of "The Nest," a support hub for online …

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#111 - Five Investing Strategies for High-Earning Pilots 44:56

1M ago44:56

44:56

Get ready to fast-track your financial freedom. In this power-packed solo episode, Tait Duryea and Ryan Gibson share the top strategies from over 110 episodes of Passive Income Pilots. From unlocking hidden cash in your 401(k) and home equity to leveraging life insurance and short-term rentals for major tax breaks, they distill years of pilot-speci…

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Excel Automations to Save Hours with Microsoft Copilot & Python the easy way with David Fortin 49:43

1M ago49:43

49:43

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS financ…

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From Pharma to AGI Hype, and Developing AI in Finance: Martin Shkreli’s Journey 1:30:19

1M ago1:30:19

1:30:19

In this episode of Gradient Dissent, Lukas Biewald talks with Martin Shkreli — the infamous "pharma bro" turned founder — about his path from hedge fund manager and pharma CEO to convicted felon and now software entrepreneur. Shkreli shares his side of the drug pricing controversy, reflects on his prison experience, and explains how he rebuilt his …

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#234 Power BI, Python & Copilot: What Finance Teams Need to Know with Dan Stockdale, GrowCFO Facilitator 26:54

1M ago26:54

26:54

#234 Power BI, Python & Copilot: What Finance Teams Need to Know with Dan Stockdale https://open.spotify.com/episode/4gs9QiDVheQ0U2ZnGm4QBU In this insightful episode, host Kevin Appleby welcomes back Dan Stockdale, a GrowCFO facilitator and financial modeling specialist. Dan shares his journey from management accountant to financial modeling exper…

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Cloud Innovation Center, Gen AI Budgets, Business Workflow Redesign: News of the Week (5/16/25) 2:17

1M ago2:17

2:17

In this episode of Campus Technology Insider Podcast Shorts, host Rhea Kelly discusses the University of Pittsburgh's new Cloud Innovation Center with Amazon Web Services, focusing on health sciences and sports analytics. Other stories include a survey showing generative AI surpassing cybersecurity in 2025 tech budget priorities, and a novel method…

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How Finance Teams Can Automate Internal Controls and Stop Data Errors with AI – Ahikam Kaufman 18:10

1M ago18:10

18:10

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world’s first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smar…

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#110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury 54:06

1M ago54:06

54:06

In this episode, hosts Tait Duryea and Ryan Gibson welcome Ramez Fakhoury from IRA Club. This episode dives into how pilots can unlock old 401(k)s, TSPs, and HSAs for real estate and other alternative investments. Hear a detailed story of a Southwest pilot transitioning to American Airlines and learn what decisions made the biggest impact. Whether …

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#233 Post-Acquisition, Pre-Burnout: Surviving M&A as a CFO with Kathy Kinder, GrowCFO Mentor 24:17

1M ago24:17

24:17

#233 Post-Acquisition, Pre-Burnout: Surviving M&A as a CFO with Kathy Kinder https://open.spotify.com/episode/5wmvtV5W3CneLlcQwQ0qJh?si=Fejf8jefTK2Lje3nVPHB7g In this insightful podcast episode of the Grow CFO Show, Kevin sits down with Kathy Kinder. Their discussion centers on the critical challenges CFOs face during mergers and acquisitions, with…

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Identity Security, Meta AI App, Data Privacy & AI: Campus Technology News of the Week (5/9/25) 2:13

2M ago2:13

2:13

In this episode of Campus Technology Insider Podcast Shorts, host Rhea Kelly covers the key tech stories in higher education. Highlights include Fortinet's report on the critical role of identity in cloud security, Meta's launch of a standalone AI app featuring Llama 4, and a Cloudera survey revealing data privacy as a top concern for AI adoption. …

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How AI Could Have Saved Macy's $150M and Prevented Financial Disasters – Ahikam Kaufman 35:17

2M ago35:17

35:17

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulatio…

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#109 - The Flight Plan for Syndications: Risk, Returns, and Real Wealth 39:19

2M ago39:19

39:19

In this episode, hosts Tait Duryea and Ryan Gibson deliver an in-depth, pilot-friendly primer on syndications and passive real estate investing. They break down the risk spectrum from core to opportunistic deals, while sharing real-world analogies and experiences from their own projects, like the Canyon City land entitlement. Learn how to properly …

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#232 The CFO’s Guide to Creating a High-Impact Global Team with Benyam Hagos, CFO, Form3 35:59

2M ago35:59

35:59

#232 The CFO’s Guide to Creating a High-Impact Global Team with Benyam Hagos https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization’s success. In today’s rapidly evolving business landscape, CFOs must navigate c…

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How to Assess Your Institution's AI Readiness 24:55

2M ago24:55

24:55

In this episode of the Campus Technology Insider Podcast, Rhea Kelly, editor-in-chief of Campus Technology, discusses the crucial topic of AI readiness in higher education with Kathe Pelletier, senior director of community programs at Educause. They delve into Educause's updated AI Readiness Assessment tool, its components, and how it aids institut…

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#108 - Case Study: Real Estate Professional Status That Held Up in Court with Brandon Hall 21:04

2M ago21:04

21:04

In this episode, Tait Duryea flies solo to spotlight a powerful tax strategy many high-income earners overlook: real estate professional status. Featuring Brandon Hall from Hall CPA, this episode breaks down a real tax court victory by a harbor pilot who leveraged a flexible W-2 job schedule to claim REP status and unlock massive tax savings. Disco…

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How Cash Flow Data Helps CFOs Fix Forecasting Using AI-Powered Order to Cash Tools with Carlos Vega 18:38

2M ago18:38

18:38

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital.…

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Inside Cursor: The future of AI coding with Co-founder Sualeh Asif 49:36

2M ago49:36

49:36

In this episode of Gradient Dissent, host Lukas Biewald talks with Sualeh Asif, the CPO and co-founder of Cursor, one of the fastest-growing and most loved AI-powered coding platforms. Sualeh shares the story behind Cursor’s creation, the technical and design decisions that set it apart, and how AI models are changing the way we build software. The…

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#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran, CEO, AccountsIQ 35:00

2M ago35:00

35:00

#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran https://open.spotify.com/episode/2u9wa8kz26D64O7Fc5NpMF In the rapidly evolving landscape of financial technology, businesses face critical decisions about scaling their accounting systems. Choosing the right financial management platform can make the difference …

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CLIMB for Student Success, AI Microscope, & Copilot Computer Use: News of the Week (4/25/25) 2:19

2M ago2:19

2:19

In this episode of Campus Technology Insider Podcast Shorts, Rhea Kelly delves into the latest in higher education technology. Highlights include the launch of Complete College America's CLIMB initiative for data-driven student success, Anthropic's tools for uncovering the reasoning in AI language models, and Microsoft's new AI feature for Copilot …

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How AI Cash Flow Automation Helps CFOs Reduce Late Payments and Improve Working Capital - Carlos Vega 38:03

2M ago38:03

38:03

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital.…

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#107 - Take Control of Your Capital: Infinite Banking Strategy With Brent Kesler 38:43

2M ago38:43

38:43

Host Tait Duryea sits down with Brent Kesler, a seasoned life insurance strategist, to explore how pilots and high-income earners can build wealth by turning whole life insurance into a personal banking system. Brent breaks down the misunderstood "infinite banking" concept and how it can be used for real estate, debt payoff, or high-return lending—…

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#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven, CFO, Vio.com 25:35

2M ago25:35

25:35

#230 How to Build Your Legacy as a First-Time CFO with Danielle Keeven https://open.spotify.com/episode/4bbVHlHNa80oANEpgOdOZc In the dynamic world of corporate leadership, the journey of a first-time CFO represents a critical inflection point for emerging financial executives. Building a lasting legacy requires a strategic approach that combines t…

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UM's AI TA, Transfer Pathways, & Digital Skills: Campus Technology News of the Week (4/18/25) 2:22

2M ago2:22

2:22

In this episode of Campus Technology Insider Podcast Shorts, Rhea Kelly highlights the latest in higher education technology. The University of Michigan's Ross School of Business introduces a virtual teaching assistant powered by Google's Gemini AI models, set to enhance student engagement. The University of Illinois System is teaming up with One M…

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The Financial Fallout of Trump’s Tariffs for Pricing Teams with Karan Sood 42:36

2M ago42:36

42:36

In this episode of Future Finance, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on h…