{"podcast":{"title":"FP&A Unlocked","slug":"fp-a-unlocked-6854784","podcast_index_feed_id":6854784,"rss_url":"https://feeds.captivate.fm/fpa-unlocked/","website_url":"https://fpa-unlocked.captivate.fm","image_url":"https://artwork.captivate.fm/7b295ae1-78a0-444c-9348-ddb70671ccc0/IMG-1687.jpg","author":"Paul Barnhurst","episode_count":115,"summary":"FP&A Unlocked is where Paul Barnhurst, aka The FP&A Guy, discusses how FP&A can unlock your seat at the boardroom, and what it takes.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/fp-a-unlocked-6854784"},"episode":{"title":"The Role Of FP&A In Being IPO Ready With Jeffrey Bernstein","slug":"the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein","published_at":"2026-01-29T11:00:00+00:00","page_url":"https://stenobird.com/podcast/fp-a-unlocked-6854784/the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein","show_page_url":"https://stenobird.com/podcast/fp-a-unlocked-6854784","url":"https://fpa-unlocked.captivate.fm","audio_url":"https://p.podderapp.com/4728109098/op3.dev/e/episodes.captivate.fm/episode/c44bcdd9-8514-41e1-8dbb-46d63134025c.mp3","summary":"In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders. Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits. Expect to Learn: Why finance professionals play a crucial role in the IPO process How to prepare a company financially for a successful public listing The importance of building financial trust with public investors How to evaluate the readiness of your financial systems and team for the IPO process Here are a few relevant quotes from the episode: “The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein “Financial integrity isn’t just about the numbers; it’s about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff Bernstein Jeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company thro…","meta_description":"In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better comm…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3374,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fp-a-unlocked-6854784/episodes/the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fp-a-unlocked-6854784/the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}