Archives: Resources

Financial Forecasting vs. Financial Modeling: What’s the Difference?

What’s the Difference Between Financial Forecasting and Financial Modeling? Financial forecasting and financial modeling are closely related, but they serve different purposes in corporate finance. A forecast uses historical data, market trends, and business drivers to predict a company’s financial performance, such as revenue, expenses, and cash flow, over a future period. Forecasts provide the…

Continue reading

Build Risk Into Budgets With 4 Essential Tools

How to Build Risk Into Budgets Every budgeting cycle starts with high hopes, but it rarely ends where it began. Revenue gets revised, expenses get reprioritized, and FP&A is expected to bring clarity to the entire process. When FP&A integrates risk into the budget from day one, we create more credible, defensible plans and give…

Continue reading

Member Spotlight | Milerde Armando

Join us for another episode of CFI Member Spotlight on FinPod, where we chat with our global community about their unique career paths in finance. In this episode, host Meeyeon sits down with Milerde Armando, a banking professional with over 15 years of experience, to discuss his journey from frontline retail banking to the strategic…

Continue reading

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…

Continue reading

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,…

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading
0 search results for ‘