In this episode of FP&A Unlocked, Paul Barnhurst sits down with David Dors to explore how artificial intelligence, particularly Claude, is transforming the future of FP&A. David shares his journey from banking and FP&A into finance transformation, where he now helps finance teams implement AI-powered workflows, automate repetitive processes, and rethink how work gets done in the Office of the CFO. David Dors is a finance transformation consultant and AI educator specializing in helping finance teams adopt Claude, AI agents, and workflow automation. After beginning his career in banking and FP&A, David shifted his focus to helping finance professionals use AI to improve reporting, analysis, forecasting, and decision-making. Through workshops, training programs, and content creation, he teaches finance teams how to build AI-powered systems that save time and allow analysts to focus on higher-value strategic work. Expect to Learn:How AI is changing the future of FP&APractical ways to automate reporting and recurring finance tasksThe difference between Claude Chat, Claude Code, and AI agentsWhy finance professionals should think of AI as a digital teammateKey skills FP&A professionals need in an AI-driven worldHere are a few relevant quotes from the episode:"Every forecast, variance analysis, or deck you build should help somebody make a different decision." – David Dors"If nothing changed from the analysis you're providing, there's not much value in what you're doing every day." – David DorsDavid explains how finance teams can use AI to eliminate repetitive work, improve efficiency, and spend more time supporting business decisions. He also shares his perspective on the future of FP&A, where professionals will increasingly manage AI agents that handle routine tasks and reporting. non-traditional organizations. Follow Dave:LinkedIn: https://www.linkedin.com/in/daviddors/Website: https://vantagepointconsulting.com/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[04:13] – Discovering Claude[10:27] – AI Training for Finance Teams[15:19] – Skills & AI Agents[18:13] – AI Productivity Gains[22:23] – Quick AI Wins in FP&A[25:23] – AI Accuracy & Validation[28:29] – Automating Reporting[32:35] – The Future of FP&A[39:01] – Excel Lessons Learned[42:57] – Final Thoughts