Archives: Resources

FP&A Storytelling: 5 Techniques to Make Your Message Stick

What is FP&A Storytelling? FP&A storytelling is the practice of turning financial insights into a clear, structured narrative that supports business decisions. It combines the right data, audience-specific framing, and a call to action to make your message more relevant and easier to act on. Instead of just reporting results, FP&A storytelling connects numbers to…

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Corporate Finance Explained | Navigating Crises and Recessions

In this episode of Corporate Finance Explained on FinPod, we’re tackling one of the most vital topics in business and finance: how companies handle financial crises and recessions. When economic storms hit, corporate finance fundamentally shifts from long-term strategy to immediate, day-to-day survival. Your finance team becomes the nerve center, constantly stress-testing models, monitoring liquidity,…

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FRAME Technique: Turn Tough Finance Questions Into Strategic Conversations

Tough questions during finance presentations can derail even experienced professionals. The FRAME technique gives you a proven method to handle these questions calmly and effectively. Learn this five-step framework to turn any objection into a productive conversation. The Upside of Objections and Questions Most finance professionals dread the Q&A portion of presentations. We see raised…

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What’s New at CFI | FP&A Tool Selection with Paul Barnhurst

Welcome back to What’s New at CFI on FinPod! In this exciting episode, we’re joined by Paul Barnhurst, The FP&A Guy, as he introduces CFI’s brand-new course: FP&A Tool Selection. Are you an FP&A professional struggling with chaotic Excel models, disconnected reports, or overwhelmed by the sheer number of available planning tools? This course is…

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Sales Forecasting with AI: How ChatGPT, Claude, and Gemini Compare

Can Generative AI Actually Deliver on Sales Forecasting with AI? Generative AI tools are being used for everything from writing emails to coding apps, but can they actually help forecast sales with real accuracy? This case study compares how three top-tier AI models handle a sales forecasting task. ChatGPT, Claude, and Gemini are each prompted…

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FP&A Business Partnership: Moving From Data Provider to Trusted Advisor

Business Partnership: Where FP&A Insights Guide Strategic Decisions Finance professionals today face a critical challenge. How do you evolve your role from reporting financial data to one that shapes strategy? Tim Vipond, CFI’s CEO and Co-Founder, recently sat down with Paul Barnhurst, “The FP&A Guy,” for a live webinar to explore this exact question. Their…

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Careers in Finance | Tim Vipond: From Investment Banking to Founding CFI

Welcome to FinPod by CFI’s “Careers in Finance” series! In this exclusive episode, we sit down with Tim Vipond, the visionary co-founder and CEO of Corporate Finance Institute (CFI). Go beyond the typical resume and uncover the fascinating career journey that led him to build the world’s leading online finance education platform. Tim shares his…

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Building Effective Data Visuals For Financial Presentations

Even the strongest financial analysis can be overlooked if your visuals don’t make sense. For finance professionals, strong data visualization is a core communication tool. The way you build your visuals directly affects how well your message lands. The good news? You don’t need fancy tools or advanced design training. The 5 C’s of data…

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Corporate Finance Explained | The Power of Credit Ratings

Want To Understand How Credit Ratings Actually Affect Your Company’s Financial Decisions? In this episode of Corporate Finance Explained, we unpack how credit ratings from agencies like Moody’s, S&P, and Fitch impact everything from bond yields and stock prices to capital structure decisions. Learn how companies like Ford, Apple, Kraft Heinz, and Netflix responded to…

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