Tech for Finance - SoundSage

In this episode, I feature as a speaker on the FP&A Podcast, hosted by Paul Barnhust, sponsored by Datarails.

This special edition of FP&A Today sees 1,524 finance pros join a LinkedIn Live session. In this episode Paul and a special panel answer all your burning questions on how Finance teams are practically using AI to advance their careers (and bring instant productivity to their businesses).

Joining Paul is Adam Shilton, Founder, Tech for Finance and a world expert on “Helping finance pros turn systems into superpowers with AI”. In addition he is joined by Sloane Kolt, Head of Datarails Labs, which recently launched FP&A Genius, an AI powered solution transforming FP&A.

Some of your big audience questions answered:

What was the last thing you used Generative AI for?
Ethical questions in AI and Finance (eg. Do we own the model that AI built?)
What are the most common use cases for AI in FP&A, and accounting post ChatGPT?
What are the differences between AI in big vs small companies?
How should finance leadership use AI and adapt it in their team ethos and processes?
Privacy, security, AI and Finance - what are the risks?
What are the secrets of effective Prompting in finance?
Clarifying tasks with your AI Chat
Lessons from building a new finance AI tool
Favorite non ChatGPT AI tools you have seen
Best advice for getting started with AI in finance
Rapid fire questions: favorite Excel function and person I would most like to meet.
FP&A Today is brought to you by Datarails,the AI-powered financial planning and analysis platform. Keep your own Excel financial models and spreadsheets and benefit from AI for data consolidation, reporting and planning.

Blog post and full transcript - https://www.linkedin.com/pulse/ai-fpa-your-big-questions-answered-paul-barnhurst/

Follow Paul Barnhurst on LinkedIn - https://www.linkedin.com/in/thefpandaguy/

Follow Datarails on LinkedIn - https://www.linkedin.com/company/datarails/

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Join us as we welcome Ashok Manthena, founder of ChatFin and a leading voice in the world of AI and finance. With over a decade of experience in finance analytics, machine learning, and product strategy, Ashok brings a wealth of knowledge on how AI is revolutionizing the finance industry. Listen in as we discuss his vision for ChatFin and how the integration of AI in finance can help teams become more strategic and less bogged down with manual tasks.

Throughout the conversation, Ashok takes us through the multi-step process of building an intelligent co-pilot for finance. We touch on the critical role of data gathering and transformation, understanding user intent, and predicting analytics. He also shares valuable insights on utilizing AI tools and emphasizes the need for a paradigm shift in thinking and arranging data for AI to produce desired outputs. You'll get a better understanding of the potential of large language models to comprehend domain-specific knowledge and the necessity of capturing context when developing software systems.

This episode wouldn't be complete without discussing the challenges of sourcing high-quality data and the transformative potential of AI in web search. We also explore how Generative AI is redefining the finance function, evolving user interfaces, and the role of hard-coded accounting rules, database practices, and personal preferences in finance. Join us as we navigate the world of AI in finance with Ashok Manthena, where he shares his favorite app that he can't live without. Tune in and discover how AI is reshaping the world of finance.

--------- SHOW NOTES ---------

Where to find Ashok

On LinkedIn here - https://www.linkedin.com/in/ashokman/
Follow him and look out for his book "Supercharge CFO Office with AI"

--------- EPISODE CHAPTERS ---------

(0:00:00) - AI in Finance

(0:09:16) - Evolution of AI in Finance Analysis

(0:16:59) - Improved Language Models With Context

(0:21:51) - Challenges in Contextual Understanding for Models

(0:28:33) - Data Quality for Predictive Finance Analytics

(0:39:10) - Generative AI in Finance User Interface

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Join us for a compelling conversation with Gary Cokins, the founder and CEO of Analytics-Based Performance Management. Throughout this enlightening episode, we traverse Gary's impressive career, from his football days at Cornell University to his impactful roles at Deloitte, KPMG, and SAS. Gary, a celebrated author and inspirational figure in the world of analytics, shares the secret to his youthful energy at 74 years old and the motivations that drive him.

We navigate through crucial topics such as overcoming resistance to change and the importance of asking the right questions to spur change. Gary provides valuable insights into obstacles that hinder the integration of performance management methods and shares his formula to overcoming resistance. As we further the discussion, we discuss the importance of strategy maps and key performance indicators in achieving success. Gary provides a deeper understanding of the balance scorecard developed by Dr. Kaplan and Dr. David Norton and offers invaluable advice on data collection and strategy execution.

In the final part of our conversation, we transition from data to insights. Gary elaborates on the significance of data modeling and shares his thoughts on the minimum viable amount of data required for advanced analytics. We wrap up with an insightful discussion on how to maximize business success in EPM implementation and the necessary tools to achieve strategic goals. Tune in for this illuminating conversation with Gary Cochens as we explore the intricate world of analytics in performance management.

--------- EPISODE CHAPTERS ---------

(0:00:00) - Analytics in Performance Management

(0:09:25) - Overcoming Resistance to Change and Implementation

(0:13:43) - Creating Change Through Asking Questions

(0:16:52) - Strategy Map and Key Performance Indicators

(0:34:16) - From Data to Insights

(0:46:56) - Maximizing Business Success in EPM Implementation

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Episode 033: Join us as we engage with Dr Liren Edelist, a strategic executive leader with over 20 years of experience in Enterprise Performance Management (EPM) and Customer Performance Management (CPM). We navigate the intriguing realm of EPM and CPM, exploring how these strategies can provide valuable insights to CEOs and management teams. Dr. Edelist shares insightful examples and draws from his experience as a successful startup founder, discussing the critical role of FB and A professionals in his company.

This episode offers an exciting exploration of how EPM and CPM can assist businesses in optimizing their processes, creating value, and generating more revenue. Dr. Edelist stresses the importance of aligning technology with the goals of EPM, and provides a nuanced understanding of customer success. Listen in as we discuss the significance of understanding the scope of EPM required for an organization, and how a full EPM transformation can be implemented with a combination of tools.

Furthermore, we discuss the role of technology in increasing productivity and its potential to bridge the gap between expectations and reality. We discuss the potential of AI in revolutionizing the way we approach projects and analyze data, particularly in the financial sector. We also touch upon cost structures for software projects, and how a generic costing framework can be created by coupling CMMI and PMB. Lastly, we chat about Dr. Edelist's LinkedIn and publications, emphasizing the importance of connection and open conversations.

--------- EPISODE CHAPTERS ---------

(0:00:00) - Exploring EPM and CPM Approaches (0:03:54) - Enterprise Performance Management and Customer Success (0:15:24) - Tech Transformation and Business Challenges (0:24:57) - Using Technology to Increase Productivity (0:35:26) - Analyzing Cost Structures for Software Projects (0:44:16) - AI's Future Impact on Financial Relationships (0:57:50) - LinkedIn and Publications

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Episode 032: Where we learn from Roy Ben Daniel, founder and CEO of Received. Listen in as Roy walks us through his journey from being a platoon commander in the Israeli Defense Forces to becoming the founder of Received, a platform designed to help finance teams tackle complex billing challenges. He explains the need for a fresh wave of CFO solutions and how the landscape of CFO technology is evolving, especially when considering the different processes required for B2B, B2C, and marketplace businesses. He also points out how payments remain an unfulfilled prophecy in B2B and how unlocking value lies in process and spend management.

Join us as we navigate the intricacies of financial systems and the complexities involved in choosing the right one. Roy and I debate the tension between point solutions and fully integrated ERPs, stressing the need for CFOs to not only purge unnecessary SaaS systems but also invest in solutions that meet their specific needs. We also discuss the importance of moving beyond entry-level systems like QuickBooks and the psychological aspects involved in system choice.

Towards the end of our discussion, we focus on the advantages of having an ERP system and how a company's operations can dictate the choice of system. Roy shares his insights on the importance of value-based pricing and how customer centricity is key. We also touch on the evolving metrics that CFOs are focusing on, the battle between SaaS and usage pricing, and the pressures they face from investors and customers.

Don't miss out as we round off with an interesting chat on the role of referrals in tech marketing and the need for businesses to create so much value that they become the only option for like-minded companies.

--------- SHOW NOTES ---------

Where to find Roy

LinkedIn - https://www.linkedin.com/in/roibendaniel/

--------- EPISODE CHAPTERS ---------

(0:00:00) - CFO Solutions and Finance Software Evolution (0:12:43) - The Evolving Landscape of CFO Technology (0:25:43) - Choosing Financial Systems for CFOs (0:32:57) - ERP Systems and Business Revenue (0:47:14) - The Importance of Value-Based Pricing (0:52:06) - CFOs in a Down Market (1:02:43) - Consolidation and Referrals in Tech Marketing

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Join us as we sit down with Julio Martinez, co-founder and CEO of Abacum, to discuss his journey from banking to tech entrepreneurship, and how he built strategic finance teams in tech. Julio offers fascinating insights into his move to the US with his family to co-found Abacum, a company providing FD&A tools for better revenue forecasting and cost control. His inspiring story serves as a great example of making big moves and understanding local markets while attracting talent.

Listen in as we continue the discussion with Julio on the role of group dynamics in business tech stack understanding and accountability. He stresses the importance of verbally committing to tasks and the pivotal role this plays in ensuring follow-through. The conversation also takes us through the role of finance teams in organizations, the limitations of spreadsheets, and how the FT&A category can help mid-market organizations transition from spreadsheets without lengthy implementation periods.

Finally, we explore the significant role of automation and AI in finance. Julio emphasizes the need to understand the tech maturity of a business before making major changes and paints a vision of future finance teams that can access and analyze data at the click of a button. He also shares his insights into the security aspects when working with sensitive data, the advantages of Abacum's multi-dimensional modelling engine, and even his personal experiences with sleep improvement. Don't miss this enlightening episode!

--------- SHOW NOTES ---------

Where to find Julio

LinkedIn - https://www.linkedin.com/in/thejuliomartinez/

Tools Mentioned

Abacum (https://www.abacum.io/)
NetSuite (https://www.netsuite.com/)
QuickBooks (https://quickbooks.intuit.com/)
Xero (https://www.xero.com/)
Salesforce (https://www.salesforce.com/)
Looker (https://www.google.com/analytics/data-studio/)
Tableau (https://www.tableau.com/)
Redshift (https://aws.amazon.com/redshift/)
Snowflake (https://www.snowflake.com/)
Slack (https://slack.com/)
Notion (https://www.notion.so/)
Spotify (https://www.spotify.com/)
Upwork (https://www.upwork.com/)
Power BI (https://powerbi.microsoft.com/)
Riverside (https://riverside.fm/)
Podium (https://www.podium.page/)
Perplexity (https://www.perplexity.ai/)
OpenAI (https://openai.com/)
Anthropic (https://www.anthropic.com/)
Notion AI (https://www.notion.ai/)

--------- EPISODE CHAPTERS ---------

(0:00:00) - Build Strategic Finance Teams in Tech

(0:16:02) - Group Dynamics

(0:21:12) - Finance Teams' Expanded Role in Organization

(0:34:45) - The Importance of Automation in Finance

(0:47:25) - AI in Financial Analysis and Data

(0:55:53) - Multi-Dimensional Modelling Engine and Sleep Improvement

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Originally released on the 'Beanies in a Pod' Podcast - Subscribe here - https://beaniesinapod.buzzsprout.com/

Join us on a thrilling exploration of AI's role in the future, with special guest, financial powerhouse Adam Shilton. Together, we tackle the complexities of AI anxiety, the innovative uses of GPT, and the fast-paced development of AI applications. With Adam’s insights, we examine how AI applications are not quite at the level of general intelligence yet, but they still hold vast potential to revolutionize the world. Be prepared for a lively discussion on chat GPT, how it has been hacked, and how companies like PodiumPage are utilizing pre-programmed AI models.

As we navigate through the exciting world of AI, we discuss the challenges and implications of using AI Chatbots, the importance of data policies, and the concerns over security, privacy, and confidentiality. Listen in as we analyze the impact of AI on presentations and communication, the potential for bias, and the current limitations of AI applications. Adam shares his unique experience of using AI to produce a presentation and the implications it has on the workplace.

Wrapping up our journey, we leave you with practical tips for automation in accounting, and the benefits of using tools like spreadsheets and chat GPTs. Don’t miss out on our thrilling trivia game against AI and find out how bookkeepers and accountants can leverage AI to become more productive and efficient. Stay tuned till the end as we share a light-hearted discussion on the potential risks and rewards of late-night snacking. Join us for this captivating episode where we transform your understanding of AI.

--------- EPISODE CHAPTERS ---------

(0:00:00) - AI Anxiety and Use of GPT (0:14:58) - Exploring the Future of AI Engagement (0:22:31) - Challenges and Considerations for AI Chatbots (0:27:06) - AI's Impact and Presentation Limitations (0:39:04) - AI in Communication (0:51:59) - Practical Tips for Automation in Accounting (1:00:00) - LinkedIn, ChatGPT, and Trivia Game Discussion (1:15:59) - Snack Attack Podcast Wrap-Up

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Episode - 029: Where we learn from Em Daigle about the transformative power of automation in finance, how she moved away from just running the numbers to building strategic partnerships, the telltale signs that your business might need to consider automation more seriously, and the potential pitfalls of relying too heavily on traditional tools like Excel.

Em and Adam delve into the complexities of revenue recognition, the importance of data visibility, and the exciting possibilities of AI in the finance sector. They also explore the challenges and opportunities that come with evolving business models and the increasing volume of data. Importantly, they discuss the shift in finance's role from "just running the numbers" to becoming strategic business partners, leveraging data and technology to drive key business decisions.

This episode is a must-listen for anyone interested in the future of finance, the role of technology in driving efficiency, and the strategic decisions that can propel a business forward. Tune in to uncover how you can leverage these insights in your own journey and elevate the role of finance in your organization.

SHOW NOTES

*Where to find Em:

Find her on LinkedIn - https://www.linkedin.com/in/emdaigle/

*Tools mentioned:

Zuora Revenue: Audit proof revenue recognition for any business model - https://www.zuora.com/products/revenue/
NetSuite: Modular ERP system: https://www.netsuite.com/
NetSuite ARM (Advanced Revenue Management): A module of NetSuite that automates revenue forecasting - https://www.netsuite.co.uk/portal/uk/products/erp/financial-management/revenue-management.shtml
Alexa: Amazon's virtual assistant AI technology - https://www.amazon.com/alexa/
Xembly: An AU tool that integrates with Slack and helps with task management - https://xembly.com/
Slack: A channel-based messaging platform - https://slack.com/
Causal: A tool that helps you build models effortlessly - https://www.causal.app/

*People mentioned:

Taimur Abdaal: CEO at Causal - https://www.linkedin.com/in/taimurabdaal/
Glenn Hopper: CFO, Author & AI expert - https://www.linkedin.com/in/gbhopperiii/

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Episode 027: Where we learn from Christian Wattig, why PowerPoint isn't always the right choice, his insights on financial planning and analysis, his passion for teaching, his transition from a corporate career to entrepreneurship and his thoughts on how to speed up month-end close.

Christian's unique approach to teaching FP&A skills to finance and accounting professionals, his innovative course design, and his commitment to making learning an engaging experience have made him a sought-after figure in the industry. His story is a testament to the power of taking risks and following your passion.

Join us as we explore Christian's journey, his insights on the importance of forward-looking financial planning, and his views on the role of technology in finance. This episode is a must-listen for anyone looking to level up their finance skills or considering a leap into entrepreneurship.

Don't miss out on this opportunity to learn from one of the best in the field!

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SHOW NOTES

Where to find Christian:

Find him on LinkedIn here - https://www.linkedin.com/in/christian-wattig
Sign up for his Tuesday Newsletter here - https://www.fpaprep.com/

Tools mentioned

PowerPoint - Mentioned as a tool often used for presentations, but which Christian and Jeff Bezos believe can lead to less thoughtful communication. https://www.microsoft.com/en-us/microsoft-365/powerpoint
Microsoft Teams - Mentioned as a tool that can be used for scheduling reminders. https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
Slack - Mentioned as a potential alternative to Microsoft Teams. https://slack.com/
Chat GPT - Mentioned in relation to AI-generated emails. https://chat.openai.com/chat
Notion - A productivity tool that Christian uses. https://www.notion.so

People Mentioned

Jeff Bezos - Founder of Amazon, mentioned in relation to his belief in the power of one-pagers over PowerPoint presentations. https://en.wikipedia.org/wiki/Jeff_Bezos

Companies Mentioned

Procter and Gamble - A Fortune 500 company where Christian started his career. https://www.pg.com/
Unilever - Another Fortune 500 company where Christian worked. https://www.unilever.com/
Squarespace - A company where Christian worked before starting his own education company. https://www.squarespace.com/
Amazon - Mentioned in relation to its one-pager culture. https://www.amazon.com/

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Episode - 027: Where we learn from Abhijeet Sarkar, the CEO of Types Sift, about the transformative power of data in the world of business. In this insightful conversation, Abhijeet shares his journey from breaking into the industry with Arc'teryx Equipment to creating Types Sift, a tool that revolutionizes how businesses interact with data.

Abhijeet delves into the evolution of data storage and access, highlighting the shift from pre-aggregated cubes to the more dynamic, bottom-up aggregations enabled by cheaper RAM. He also shares compelling examples of how digital transformation can lead to exponential ROI, with businesses scaling their customer base and improving reporting cadence by moving off spreadsheets.

This episode is a must-listen for anyone interested in data analytics, digital transformation, and the future of business intelligence. Tune in to discover how to distinguish useful data from noise and make your data actionable. Don't miss out on these valuable insights from a leader in the field!

SHOW NOTES

Where to find Abhijeet

LinkedIn - https://www.linkedin.com/in/abhijeet-sarkar-cfa/
Typesift - https://www.typesift.com/

Tools Mentioned

Notion - https://www.notion.so/
8020 Curve - https://www.8020curve.com/

Chapters

[00:00:00] Introduction and background of Abhijeet Sarkar, CEO at Types Sift, and the genesis of Types Sift
[00:12:51] Discussion on the evolution of data storage and access, from cubes to data flattening
[00:37:26] Explanation of the concept of digital transformation and its irreversible nature
[00:54:53] Talk on identifying low-value activities and automating or streamlining them
[01:07:38] Closing remarks and where to find more about Abhijeet and Types Sift

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Episode - 026: Where we learn from Tejas Parikh, a seasoned finance consultant and transformation specialist, about the art of finance transformation and the power of effective planning. Tejas, with his unique approach akin to a doctor, identifies the pain points in finance operations with a view to stop teams from killing time on non-value adding tasks. Drawing from his experiences at companies like GE Healthcare, Vodafone, Vanquis, Currys, Unilever, and Yo Sushi, he shares insights on the importance of preparation in forecasting cycles, the role of tools like Power BI in his work, and the need to minimize disruption to operations for finance requirements.

In this engaging conversation, Tejas introduces us to the STAR (Situation, Task, Action, Result) framework, a powerful tool for storytelling in the finance world. He uses this framework to explain how he transformed complex budgeting processes into smooth, efficient operations. This episode is a must-listen for anyone interested in finance transformation, business intelligence, and the intersection of finance and technology. Tune in to learn from Tejas's experiences and gain valuable insights into the world of finance transformation.

Show Notes

Where to find Tejas

https://www.linkedin.com/in/tejasparikh/

Resources Mentioned

Power BI: A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities. URL: www.powerbi.microsoft.com
Anaplan: A cloud-based planning software for finance, sales, and supply chain operations. URL: www.anaplan.com
Access Database: A database management system from Microsoft that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools. URL: www.microsoft.com/en-us/microsoft-365/access
Pivot Tables: A data summarization tool used in spreadsheet programs like Microsoft Excel. URL: support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576
WhatsApp: A popular messaging app used for personal and professional communication. URL: www.whatsapp.com
Gartner Peer Community: A platform for like-minded professionals to connect, share ideas, and learn from industry leaders. URL: www.gartner.com/en/peer-insights

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Episode 025: Where we learn from Taimur Abdaal, CEO and co-founder of Causal, a modeling platform that automates everything from financial models to headcount planning. Listen in as Taimur shares his journey from being a data scientist to co-founding Causal in 2019, and how his experiences with spreadsheet challenges inspired him to create a better modeling tool.

Discover how finance teams can leverage technology to save time and make better decisions. Taimur shares his insights on when it's best to consider moving away from spreadsheets and towards a dedicated tool. We also discuss the current generation of AI models and their potential to look at wider business contexts when it comes to forecasting. Learn about the importance of decision-making in the tech world, and how Taimur's mental model for decision-making ties into forecasting and decisions.

Don't miss our conversation on maximizing time and productivity with modeling tools. We explore how teams can free up time and evaluate ROI from these tools, with time-saving being the most tangible ROI. Additionally, we discuss how staff satisfaction can contribute to employee retention and how the younger generation of employees expects to work on more exciting tasks instead of manual Excel work. Tune in to learn how to make the most of your time and achieve high-impact results in both your personal and professional lives.

------- SHOW NOTES --------

Where to find Taimur

LinkedIn
Twitter
Blog

Tools mentioned

Causal
Photoshop
Noteable
Simple ML for Sheets
Tensorflow
Jupyter notebook
SQL (Structured Query Language)

Other Mentions

Accel
Coatue
Passion Capital
Naval Ravikant

-------- EPISODE CHAPTERS ---------

(0:00:00) - Modeling Tools and Data Storytelling

(0:13:46) - AI and Machine Learning in Forecasting

(0:25:35) - Twitter, Decision Making, and Personal Blogging

(0:30:56) - Frequency in Decision Making and Development

(0:35:42) - Investing Time for High-Impact Results

(0:40:28) - Maximizing Time and Productivity With Tools

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Episode 024: In this engaging conversation, we speak with Wouter Bourn, a thought leader in the finance transformation software industry. We discussed a range of topics related to CFO tech, CFO empowerment through technology, and the emergence of AI technology. Wouter shared his insights on the automation and workflow capabilities of technology, the increase in data volumes, and how AI can be applied to create meaningful insights. He also talked about the use of AI for predictions and forecasting and for human-style communication.

Listen in as we explore how AI and automation are changing the way businesses approach financial operations, and how adopting tools like Glean AI can help businesses save money on their vendor payments. We also discuss the criteria for investing in data-driven tools, operational solutions, and FP&A solutions, as well as the importance of quick time-to-value and the need for strategic value. Bourne explains the potential of AI and automation in financial operations, touching on the concept of FP&A systems and how they can provide a forward-looking view of an organization.

We also delve into the human side of financial operations, discussing the potential of scenario modeling with data and how a CFO tech tool can go beyond the office of the CFO. We examine the challenges of benchmarking due to different businesses and accounting roles, and how the market is maturing to provide more transparency and optimization. Finally, we touch on the importance of tech tools for parents, such as Google Time and Google Family Link, and how they can help regulate children's use of technology. Don't miss this fascinating conversation with Wouter Born!

Show Notes

Where to find Wouter:

Wouter on Linkedin (URL: https://www.linkedin.com/in/wouterborn/)
Born Capital (URL: https://www.borncapital.vc/)

Tools Mentioned:

Glean AI - A finance software that offers invoice recognition and cost-saving recommendations. (URL: https://www.glean.ai/)
Google Family Link - A parental control app that helps parents manage their child's device usage. (URL: https://families.google.com/familylink/)
ChatGPT - Generative AI technology that helps with tasks such as language processing, communication, and predictions. (URL: https://openai.com/chatgpt)
Zapier - A tool that connects and automates tasks between different apps. (URL: https://zapier.com/)
Microsoft Dynamics - A line of business management solutions including CRM and ERP software. (URL: https://dynamics.microsoft.com/)
Notion - An all-in-one workspace for notes, tasks, wikis, and databases. (URL: https://www.notion.so/)
Onplan - An FP&A solution that allows modeling within Google Sheets. (URL: https://onplan.co/)
Bedrock AI - A company that uses large language models to scan financial filings and identify red flags. (URL: https://www.bedrock-ai.com/)
Noteable - A data visualisation and statistical analsysis tool that can be integrated with ChatGPT. (URL: https://noteable.io/)

Chapters

(0:00:00) - AI in Finance Transformation

(0:09:34) - Adopting AI Tools in Business

(0:20:06) - Strategic Investing in Impactful Solutions

(0:34:33) - Future Financial Reporting and FNA Systems

(0:40:42) - Human Skills in Decision Making

(0:55:16) - Google Family Link and Android Time

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Episode 23: Where we unlock the secrets of staying relevant in the ever-changing landscape of technology and finance with our guest Tariq Munir (Head of Finance - PepsiCo), a finance thought leader who's passionate about simplification and easier solutions. In this captivating conversation, we dive into how technology has redefined finance and discuss Tarek's experience with upskilling, particularly in data science. Discover how Tarek's mastery of machine learning algorithms has allowed him to evaluate technology based on its merits, rather than just the hype surrounding it.

Join us as we explore the importance of having a future-focused vision for metrics and data in digital transformation and the dangers of jumping into digital transformation too quickly. Learn how continuous upskilling can give you a competitive edge and why it's crucial to invest in yourself to stay ahead of the curve. We also discuss the role of culture and upskilling in the success of digital transformation initiatives, as well as how to avoid the pitfalls of the 'shiny tool syndrome.’

In the final segment of our conversation, Tarek shares valuable insights on implementing digital transformation projects holistically, emphasizing the need for shared responsibility and adaptability. Learn how to approach upskilling and technology with a tailored approach that ensures successful outcomes, and how to be tool agnostic while committing to a plan to upskill. Don't miss this episode filled with expert advice and strategies for finance professionals navigating the world of technology and digital transformation.

Show Notes

Where to find Tariq

Tariq on LinkedIn - https://www.linkedin.com/in/tariq-munir/

Tariq's ML Project - https://towardsdatascience.com/exploring-greater-sydney-suburbs-f2bf1562988e

Tech Mentioned

IBM - Tariq mentioned completing a data science certification from IBM. [https://www.ibm.com/]
Python - Programming language used by Tariq in his data science projects. [https://www.python.org/]
Power BI - Data visualization tool discussed in the podcast. [https://powerbi.microsoft.com/]
QlikSense - Data visualization tool mentioned in the podcast. [https://www.qlik.com/us/products/qlik-sense]
Notion - Productivity app mentioned by Tariq as his most-used app. [https://www.notion.so/]

Other Mentions

Institute of Chartered Accountants in Pakistan - Tariq obtained his ACA from this organization. [https://www.icap.org.pk/]
Chartered Accountants of Australia and New Zealand - Tariq is a chartered accountant with this organization. [https://www.charteredaccountantsanz.com/]
Code Camp - Tariq mentioned using Code Camp as a resource for learning. [https://www.freecodecamp.org/]

Books Mentioned

Leading Digital by George Westerman, Didier Bonnet, and Andrew McAfee [https://www.amazon.com/Leading-Digital-Technology-Business-Transformation/dp/1625272472]

Chapters

(0:00:00) - Upskilling for Finance Professionals

(0:07:24) - Upskilling in Technology for Finance

(0:22:35) - Upskilling & Data Visualization

(0:29:51) - Holistic View in Digital Transformation

(0:35:41) - Agility and Strategy in Digital Transformation

(0:43:31) - Digital Transformation and Shared Responsibility

(0:54:31) - Approaching Upskilling and Technology

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Episode 022: Where we sit down with Craig Humphrey, VP of Finance and Operations at Arctic Shores, to discuss the challenges of transitioning from purely finance-focused roles to broader roles encompassing operations and other back-office functions. We also examine the advantages of using Slack and other remote collaboration tools to replicate the camaraderie of an in-person team. We discuss how technology tools like Otter AI are impacting remote work culture and the pros and cons of the hybrid model. Plus, we dive into the potential of AI tools to automate tedious tasks, how to approach AI implementation strategically, and how candidates are using AI to cheat the system.Finally, we touch on the implications of abandoning traditional recruitment methods and the potential of Arctic Shores' approach of hiring for potential. We discuss how employers can leverage technology to find the right talent for their roles and explore the idea of hiring for future roles that have yet to be created. Don't miss this insightful episode with Craig Humphrey, as we explore the intersection of finance, technology, and talent in today's ever-evolving business landscape.Show NotesWhere to find Craig- Craig on LinkedIn - https://www.linkedin.com/in/craig-humphrey/- Arctic Shores - https://www.arcticshores.com/ Tools Mentioned- Slack - https://slack.com/ - Microsoft Teams - https://www.microsoft.com/en/microsoft-teams/group-chat-software - Otter AI - https://otter.ai/ - Chat GPT - https://chat.openai.com/chat - Snowflake - https://www.snowflake.com/ - Hi Bob (HR system) - https://www.hibob.com/ - G Suite - https://workspace.google.com/ - ChargeBee - https://www.chargebee.com/ - Zapier - https://zapier.com/ - Genius Sheets - https://www.geniussheets.com/ - Chat2Stats - https://2stats.chat/ Other mentions- Pretoria Ventures - https://www.pretoria.vc/ - Uber - https://www.uber.com/ Chapters(0:00:00) - Finance in Tech Business(0:09:31) - Remote Collaboration Tools and Productivity(0:15:36) - AI in Business(0:23:26) - Data in Business(0:30:46) - AI and HR Assessment Tools(0:35:12) - Rethinking Traditional Hiring Methods(0:46:58) - Adapting to Remote Work and Technology(0:52:30) - Efficient Tech Solutions for Small Businesses(1:06:39) - SaaS Businesses and Tools for Productivity

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Episode 021: A special episode where we learn from three previous podcast guests about the impact of AI on the finance industry, the future of work, why you shouldn't panic (yet), how you can get started, and the importance of AI governance and ethics.Daniel Lawrence is the CEO at Bots for That and an expert in Robotic Process Automation. Simon Devine is the Owner of Hopton Analytics and an expert in Business Intelligence. And Chris Bell is the Co-Founder at Luka and an expert in ChatGPT.Together, they share their insights on the rapid pace of technological innovation, the growing importance of data, and how finance teams can maximize the benefits of AI and automation. They also discuss the role of AI in decision-making, the implications of AI for the younger generation, and the challenges and ethical considerations associated with AI governance.Show NotesWhere to find the guests on LinkedIn:- Daniel Lawrence - https://www.linkedin.com/in/danielbotsforthat/- Simon Devine - https://www.linkedin.com/in/simondevine/- Chris Bell - https://www.linkedin.com/in/chrisbellprofile/Check out their websites at:- www.botsforthat.com- www.hoptonanalytics.com- www.lukahq.comContents(0:00:00) - Navigating Finance Tech & AI Change(0:09:25) - Large Language Models in Business AI(0:20:18) - Implementing AI With Governance Framework(0:24:43) - Starting Small With AI in Finance(0:31:39) - Limitations of AI and Problem-Solving Approaches(0:42:55) - Future of Work and Learning With AI(0:49:05) - AI in Decision Making Role(0:57:17) - Trusting AI(1:07:32) - AI Language Model Governance Challenges(1:12:46) - AI Governance Ethics & Challenges(1:24:49) - AI Awareness Impact on Adoption📧: Sign up for The Tech for Finance Newsletter: https://www.techforfinance.com🎙️: Download the Podcast: https://linktr.ee/adamshiltontech

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Episode - 020: - Where we learn from John Ladaga about building a remote business, organizing with tools like Slack, Trello, and Loom, fostering a positive work culture, AI's impact on creative arts like music, connecting financial and non-financial data to make decisions with CFOChat, the evolving role of AI in knowledge work, and the security of AI technologies.

John is an experienced entrepreneur and the Co-founder of Sturppy, a company dedicated to helping users build financial models fast using proven templates. With a background as a digital strategy consultant at Accenture, John, along with his co-founder Filippo, established Sturppy in 2021.

In his free time, John embraces the great outdoors of Colorado, enjoying activities such as skiing, hiking, and playing Pickleball.

Show Notes

Where to find out more about John & Sturppy

John on LinkedIn - https://www.linkedin.com/in/johnladaga/
Sturppy - https://www.sturppy.com/
Sturppy Plus + CFOChat - https://www.sturppy.com/plus?ref=openlink.ai

Websites Mentioned

IndyHackers - https://www.indyhackers.org/
There's an AI for that - https://theresanaiforthat.com/

Tech Mentioned

Slack - https://slack.com/
Trello - https://trello.com/
Loom - https://www.loom.com/
Licecap - https://www.cockos.com/licecap/

Books Mentioned

Ideas That Stick (book) - https://www.amazon.com/Made-Stick-Ideas-Survive-Others/dp/1400064287

Other Mentions

GrowCFO - https://www.growcfo.com/

Chapters

(0:00:00) - Building a Business Remotely

(0:14:09) - Organize With Slack, Trello, Loom

(0:18:50) - Building Human Connections

(0:22:40) - AI's Impact on Music

(0:36:07) - Connecting Financial Data

(0:45:54) - AI and Knowledge Work

(0:52:55) - The Benefits of AI Self-Reflection

(1:00:02) - Building Live Systems With AI

(1:03:43) - The Security of AI Technologies

(1:12:18) - Optimistically Leveraging Technology for Success

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Made to Stick: Why Some Ideas Survive and Others Die

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Episode - 019: In this episode, we welcome Chris Reilly, founder of Mission Capital Consulting and Financial Modeling Education, as he shares insights on self-employment, marketing, financial modeling, and the impact of AI on the finance industry. We discuss strategies for transitioning to self-employment and the importance of marketing and sales skills for finance professionals.Chris also highlights the pros and cons of low-code tools versus Excel, the role of junior finance professionals in mergers and acquisitions, and valuable resources for learning more about finance. We explore the limitations of AI in surfacing context and the skills needed for building financial models, the issue of trust in AI, and its potential impact on education. Additionally, we examine the future of AI, its integration into various industries, and the challenges of policing and securing the technology.Don't miss out on this engaging conversation with Chris Riley, packed with valuable insights, advice, and resources for finance professionals and those considering a transition to self-employment.Show Notes:Where to find Chris-Chris on LinkedIn - https://www.linkedin.com/in/chris-reilly-mission-capital/ -Chris' Linktree - https://linktr.ee/chrisreillymissioncapital People Mentioned-Oana Labes - https://www.linkedin.com/in/oanalabes/ -Justin Welsh - https://www.linkedin.com/in/justinwelsh/ -Glenn Hopper - https://www.linkedin.com/in/gbhopperiii/ Technology Mentioned-Motion - https://www.usemotion.co/ -ChatGPT - https://chat.openai.com/chat Chapters:(0:00:00) - Navigating the Transition to Self-Employment(0:09:18) - Marketing & Sales for Business Success(0:16:39) - Mastering P&L and EBITDA(0:26:33) - AI Assistance Risks & Benefits(0:37:53) - Human Perspective in AI Age(0:47:48) - Leveraging AI for Time Management(0:55:13) - Business Modeling

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Episode -18: In this episode, Christian Martinez, Finance Automation Manager at the Kraft Heinz Company, shares his insights on embracing AI in the world of finance. We explore the use of generative AI like ChatGPT alongside traditional automation tools like Alteryx, Tableau, and Snowflake, and discuss how Python programming is becoming increasingly accessible for finance professionals.

Christian also sheds light on the decision-making processes behind choosing AI tools and how focusing on fundamentals can lead to better results. From machine learning algorithms for forecasting to web scraping for pricing strategy, and automating tasks in Excel and PowerPoint, we delve into the myriad of applications Python has to offer. We also discuss the potential growth of single-use applications, the importance of soft skills like storytelling and stakeholder management, and much more. Don't miss out on this captivating conversation with Christian Martinez!

Show Notes

Where to find Christian:

Medium - https://christianmartinezfinancialfox.medium.com/

LinkedIn - https://www.linkedin.com/in/christianmartinezthefinancialfox/

Tech Mentioned

Alteryx: https://www.alteryx.com/
Tableau: https://www.tableau.com/
Snowflake: https://www.snowflake.com/
ChatGPT: https://www.openai.com/chatgpt/
Python: https://www.python.org/
Google Colab: https://colab.research.google.com/
Jupyter Notebooks: https://jupyter.org/
Cody: https://getcody.io/
Dedupely: https://dedupe.ly/
Blinkist: https://www.blinkist.com/

People

Glenn Hopper: https://www.linkedin.com/in/gbhopperiii/

Other Resources

Zane's Superhuman Newsletter: https://superhuman.beehiiv.com/
"There's an AI for That" List: https://theresanaiforthat.com/

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Contents

-[0:02:55] Automation and Generative AI for Global Teams

-[0:04:59] Benefits of Chatbots and Automation for Business Process Improvement

-[0:07:12] Use of Python in Finance

-[0:14:04] Machine Learning Tools for Python Script

-[0:15:51] Discussion on Low-Code Tools for Business Knowledge Management

-[0:20:10] AI and Automation in the Finance Industry

-[0:25:58] The Role of Hard and Soft Skills in the Age of Automation

-[0:30:23] Exploring the Benefits of Entrepreneurial Thinking and Data Democracy

-[0:32:16] Exploring Disposable Apps and Tableau

-[0:36:21] Conversation Summary: Exploring the Benefits of Chatbot Summarization

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Episode - 017: - Where we learn from Glenn what puzzle pieces make up finance transformation, what steps finance teams can take to start using AI, the limitations of ChatGPT, Chat GPT-4, the different applications of different Ais, the importance of mindful work, and much much more.Glenn is a CFO, Director & Author, known for his industry renowned book ‘Deep Finance’ that charts the course for modern CFOs in leading digital transformation using AI.His most recent move has seen hhttps://openai.com/ im become Director and CFO for the Eventus Advisory Group, who provide CFO services for SMEs. And, in his spare time, Glenn is a triathlete and marathoner, is in the process of finishing a 200,000 word sci-fi epic novel.Show Notes Where to find out more about Glenn• Glenn on LinkedIn - here• Glenn’s website - here• Glenn’s book - here • Glenn’s GhatGPT FP&A tool project - hereTech Mentioned• ChatGPT-3 & 4: here• DataRobot: here• Google Glass: here (Google Glass is now discontinued)• Meta Portal Glasses: here• Wolfram Alpha: here• GitHub Co-Pilot: here• Notion: here• TensorFlow: here• Keras: here• PyTorch: here• Garmin Watch: here • Apple Watch: herePeople Mentioned• Chris Bell: LinkedIn here

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📺: Subscribe on YouTube hereContents[00:01:48] Why Glenn got into AI[00:11:37] Glenn’s FP&A tool written by ChatGPT[00:14:02] The puzzle pieces that make up finance transformation[00:23:03] What’s the entry level for finance teams that want to start using AI?[00:28:01] Beware the accuracy of AI[00:32:50] Differences between RPA & AI[00:37:39] Is prompt engineering actually going to be a thing?[00:41:16] Virtual AI assistants, and merging man/woman and machine[00:47:49] GPT is not a math engine, Wolfram Alpha is a better bet[00:50:32] Different Ais for different purposes + ChatGPT-4[00:57:30] Moving from mindless work to mindful work[00:58:49] The tools Glenn can’t live without

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Episode - 016: - Where we learn about Adam’s move from finance into software development, his view on low-code tools, why you don’t need a finance background to be a good business partner, AI autosuggestion, how Adam’s building ChatGPT into his tools, the future of FP&A AI predictions and much much more.

Adam is the founder of FlowCog who make SaaS financial projections easy. Adam is a developer himself, and writes about everything SAAS related, modelling metrics, FP&A and more. And in his spare time, he likes to spend time with his wife and 15 month old and has been studying Brazilian Jiu-Jitsu with his wife for the past three to four years. So watch out everyone.

Show Notes

Where to find out more about Adam

•Adam on LinkedIn - https://www.linkedin.com/in/adam-tzagournis-cpa/

•FlowCog website - https://flowcog.com/

Tech Mentioned

•Notion - Notion - https://affiliate.notion.so/tech-for-finance

•Trello – https://www.trello.com

•GitHub Copilot - https://github.com/features/copilot

•ChatGPT - https://chat.openai.com/chat

•Nixsheets - https://www.nixsheets.com/

•SaasAnt - https://www.saasant.com/

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Contents

[00:02:07] Adam’s move from finance into software development

[00:08:46] The evolution of low-code tools

[00:17:38] Not needing a finance background to be a good business partner.

[00:23:42] Finance + Sales & finding the right customer fit

[00:26:07] Why Saas companies?

[00:31:57] Auto-suggesting industry specific accounts structures

[00:39:11] AI Autosuggestion + future user interfaces

[00:45:57] Building ChatGPT into FlowCog

[00:53:08] How long before AI can make predictions from external variables.

[00:59:02] AI seeing context vs prompt engineering

[01:01:25] Failing building ChatGPT into Google Docs

[01:07:14] Adam’s favourite tools

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Episode - 015: - Where we learn from Chris, how Luka was born out of frustrations with the accuracy of finance data, how to automate workflows and searches, what types of questions you can ask the finance bot, how to prolong the life of your existing systems, the tools Chris uses to run his business and much much more.

After studying Aerospace Engineering, Chris first worked in Audit before moving into Data Analytics for KPMG. He then moved into finance where he eventually became Director of Finance & Operations for VenueScanner. Since then he’s become a CFO advisory to various companies and is now building AI into mainstream accounting platforms like Xero with his company Luka.

Show NotesWhere to find Chris & LukaHQ:

Chris on LinkedIn - https://www.linkedin.com/in/chrisbellprofile/
LukaHQ - https://www.lukahq.com/
- Try it for FREE

Example Questions that you can ask Luka:

Use Luka to surface Accounts Payable records:

What bills need paying currently?
Who do I owe the most money to?
Give me a list of all my creditors?

Use Luka to draft customer statements:

Draft customer statement for bayside club reminding them to pay invoices and show total amount owed
Do Bayside club have any unpaid invoices?
What invoices have been updated in last 7 days

Tech Mentioned

Notion - https://affiliate.notion.so/tech-for-finance

[Note] Tech for finance are a Notion affiliate, but we also use and pay for their services

Xero: https://www.xero.com/
ChatGPT: https://openai.com/blog/dall-e-2-and-gpt-3/
Open AI: https://openai.com
Power BI: https://powerbi.microsoft.com
Slack (https://slack.com/)
Microsoft Dynamics (https://dynamics.microsoft.com/)
QuickBooks: https://quickbooks.intuit.com/
Evernote - https://evernote.com/
Trello - https://trello.com/
Spark Mail - https://sparkmailapp.com/
HubSpot - https://www.hubspot.com/
Front - https://frontapp.com/
Microsoft To-Do - https://to-do.microsoft.com/
Microsoft OneNote - https://www.onenote.com/
Microsoft Teams - Teams: https://www.microsoft.com/en-us/microsoft-teams/group-chat-software

People Mentioned

Soufyan Hamid - https://www.soufyanhamid.com/
Dante Healy - https://www.linkedin.com/in/dantehealy/

Other Mentions

Python: https://www.python.org/
OpenAI subreddit: https://www.reddit.com/r/OpenAI/
ChatGPT subreddit: https://www.reddit.com/r/ChatGPT/

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Episode - 014: - Where we learn from Dante, the building blocks of a great finance transformation project, project best practises, XP&A vs FP&A, the concept of technical debt, the evolving AI landscape, productivity & planning tools, and much much more.

After starting his career as a management accountant, and then financial controller, Dante went on to become an Accounting Manager at the Ford Motor Company, and then a Project Manager for the Accounting Centre of Excellence at Ford Credit.

Show NotesWhere to find Dante

Dante Healy's website here
LinkedIn page of Dante here
Business Breaks podcast here

Tech Mentioned

Notion:
Zapier:
Chat GPT:
Rize:
Blue:
Jira:

People Mentioned

Eleanor Roosevelt:

Books Mentioned

“Loonshots” by Safi Bahcall:
"Atomic Habits" by James Clear:
"High Performance Habits" by Brendon Burchard:

Other Mentions

CEOWorld Magazine:
Lunchclub:
Robotic process automation:
Technical debt:
Low-code tools:
VBA:

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Contents[00:02:19] Dante's motivation for upskilling and move to finance transformation project management.

[00:08:30] The blocks of a financial transformation and aligning with business operations.

[00:13:10] Why you should build a business case before automating poor processes.

[00:18:05] Why benchmarking against industry leaders is important

[00:24:02] XP&A vs FP&A

[00:24:52] The importance of accurate data before implementing AI

[00:26:47] Robotic process automation: replacing people with desktops

[00:29:59] Technical debt: replacing legacy systems to avoid obsolescence

[00:32:35] Exciting emerging technologies: AI, data visualization, low-code tools

[00:43:06] Writing for CEO World, maximizing productivity and finance transformations

[00:45:40] Getting executive buy-in for finance transformations

[00:48:22] The apps and gadgets Dante can’t live without

[00:50:07] Personal productivity apps (Notion, Blue)

[00:53:33] The benefits of connecting with new and interesting people on LunchClub

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Episode - 013: - Where we learn from Angel Lam, what qualities she looks for in a finance pro, the importance of tech skills, how to tweak your LinkedIn profile, change in working styles, and why she’s sceptical about ChatGPT.

After starting her career as an accountant, Angel worked as an Associate for Heidrick & Struggles and then Korn Ferry, before moving to work in senior positions for companies like Robert Walters, Derwent Executive and Envision Human Capital Advisory Services. Since then, Angel has founded JumpUp Global, who provide Executive coaching and Career Development services for those looking for career promotion, development and enhancement. Angel speaks 4 languages, and in her spare time likes to dance to different genres, like Hip-Hop, Jazz Funk and Waacking. Angel is also a Muay Thai fighter, so make sure not to get on her bad side!

Show NotesWhere to find Angel

Angel on LinkedIn - https://www.linkedin.com/in/angellamcoach/
Jump Up Global: https://jumpup.global/

Tech Mentioned

Notion - https://affiliate.notion.so/tech-for-finance

We are a Notion affiliate, but also use and pay for their solution.

Loom - https://www.loom.com/
Zoom: https://zoom.us/
Google Meet: https://meet.google.com/
ChatGPT: https://chatgpt.com/
CapCut: https://www.capcutapk.com/
BrainFM: https://www.brain.fm/

Gadgets Mentioned

Jaybird Vista: https://www.jaybirdsport.com/en-us/vista-true-wireless-sport-headphones.html
Apple - https://www.apple.com/

People Mentioned

Grimes: https://grimesmusic.com/
Elon Musk: https://www.tesla.com/elon-musk

Contents

[00:04:16] What qualities does Angel look for in candidates.

[00:08:05] The changing role of finance professionals.

[00:09:45] The importance of tech skills in finance.

[00:14:32] Shift away from legacy applications towards cloud solutions.

[00:20:47] Importance of adding skills to LinkedIn profile

[00:25:07] Personal branding for visibility, internally and externally

[00:29:36] Discussing sharing knowledge using collaborative tools

[00:34:55] Shift in working style, metaverse, human interaction

[00:38:36] Best form of communication and efficient communication

[00:39:10] New generation of introverts, job market changes, virtual experiences

[00:44:08] Skepticism about the hype around ChatGPT and Web3.

[00:50:41] Concerns on overreliance on AI for creativity and curiosity

[00:55:06] Angel's favorite app: CapCut

[00:56:40] Adam's favorite apps: Spotify, Notion, BrainFM

[00:58:40] Difficulty focusing in loud recruitment office

[01:00:14] Noise-cancelling headphones for focus

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Episode - 012: - Where we learn from Kevin Appleby – COO and Podcast host at GrowCFO and host of ‘The next 100 Days’ Podcast – What is GrowCFO, and why you should join for free, how to think about software assessments, Kevin’s finance predictions for 2023, whether we’ll ever see a continuous close, dealing with transformation, ChatGPT and much much more.

Kevin started his career as an auditor for BDO before working for businesses like ICI, PwC, Mouchel and EDF Energy. Kevin's goal is now to help finance teams and CFOs thrive by sharing insight through his podcasts and growing the GrowCFO network.

Show NotesWhere to find Kevin & GrowCFO

Kevin on Linkedin here - https://www.linkedin.com/in/kevin-appleby-295417a/

GrowCFO here - https://www.growcfo.net

GrowCFO podcast here - https://www.growcfo.net/growcfo-show

Tech Mentioned

Slack – https://www.slack.com

Aqilla – https://www.aqilla.com

ChatGPT - https://openai.com/blog/chatgpt

Jasper - https://www.jasper.ai

People Mentioned

Paul Barnhurst - https://www.linkedin.com/in/thefpandaguy/

Christoph Iwaniez - https://www.linkedin.com/in/christoph-iwaniez/

Chris Treadwell - https://www.linkedin.com/in/tredwellchris/

GrowCFO Recordings

[Note – You must become a free member before you can access these recordings]

https://www.growcfo.net/webinars/

Contents[00:01:46] What is GrowCFO?

[00:07:30] GrowCFO Transformation Training

[00:10:27] How to think about software assessments

[00:17:27] Finance Predictions for 2023

[00:23:49] ESG, Data Governance, Month-End Close

[00:27:50] Will we ever see a continuous close?

[00:33:45] Dealing with transformation & change

[00:38:45] ChatGPT & Jasper

[00:44:04] Find more about Kevin & GrowCFO

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Episode - 011: Where we learn from Soufyan Hamid - FP&A Freelancer and the Finance Presentation Skills master – Choosing what to contact to communicate and how, how you can present like Netflix, how to use teaser & cliffhangers, how to use the PowerPoint rehearsal tool, why doing things manually might help your creativity, the cool apps Souf uses in his day to day, and much much more.

'Souf' started his career at PwC, spent almost 5 years as a manager at Deloitte and 7 years at Proximus as a Finance Business Partner and manager of Strategic projects. Souf is now an FP&A freelancer, but also trains finance teams on how to improve their presentation skills. When he's not doing that, he's spending time with his daughter of 8 and son of 5, attending concerts and playing football (in his words badly), and he also likes cooking and drawing DragonBall Z characters!

Show Notes

Where to find Souf

Find him on LinkedIn here

Find him on his website here

Some Examples of Souf’s Posts

20 Must Have PowerPoint Skills for FP&A
5 Tips to Start Giving Presentations
You have only 1 rule Limilt Everything
Use the Boomerang technique to avoid tricky questions
4 Ways to Use Your Hands when Presenting

Building Blocks of a Great Presentation

Building Block 1 – Analysis – Focusing on what’s important and actionable

Building Block 2 – Big Message – What do you want people to remember?

Building Block 3 – Teasers – Keep people wanting more throughout.

Building Block 4 – Rehearse – For important meetings, make sure you practise!

Building Block 5 – Deliver – Think about how to look, engage and pace yourself.

Tech Mentioned

PowerBI

Microsoft PowerPoint

Microsoft PowerPoint Rehearsal Tool

Microsoft Office

Google Slides

Notion

Canva

AirTable

Zapier

ChatGPT

Contents

[00:04:20] Why Presentation Skills?

[00:08:07] Building Confidence, and Choosing What to Present

[00:11:05] What Content Requires What Communication?

[00:12:29] Use Cases for Excel vs PowerBI

[00:18:20] How to Present Like Netflix & Make Finance Addictive

[00:20:57] Using Teasers & Cliffhangers

[00:23:05] What are the Building Blocks of an Engaging Presentation?

[00:27:35] How to use the PowerPoint Rehearsal Tool

[00:32:56] PowerPoint vs Google Slides

[00:35:55] Don’t Get Carried Away with Animations

[00:40:38] Automating Content Creation vs Manual Creativity

[00:48:37] How to use Notion

[00:52:13] Other Apps

[00:53:19] The App Souf Couldn’t Live Without

[00:54:07] Find Out More About Souf

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Episode -010: - Where we learn from Chris Ortega, CEO at Fresh FP&A, why you should chase your passion project, how you can leverage technology, how to align your KPIs with other departments, why you, should be more curious, how Chris is using ChatGPT and much much more.

Chris started his career in the audit division of EY, before going on to build and scale the finance organization at multiple companies. Chris now runs Fresh FP&A which he formed in January 2022 and provides Fractional CFO and Advisory Services to businesses that allow them to transform and scale their finance organization.

Show NotesWhere to find Chris

Chris on LinkedIn here
Chris on Twitter here
Fresh FP&A Website here

Tech Mentioned

Office365
PowerBI
Oracle Hyperion
SAP
Xero
Quickbooks
Netsuite
Microsoft Dynamics
HubSpot
ChatGPT
Cortana
Canva

Other Notes

CAC - Customer Acquisition Cost)
CRM - Customer Relationship Management)
ASC606 – Revenue recognition standard
SEO – Search Engine Optimisation

Contents

[00:02:10] - How Fresh FP&A Was Formed

[00:05:23] – Chasing Your Passion Project

[00:08:35] – Leveraging Technology to Scale Up

[00:14:36] – When’s Right to Move to End-to-End Software?

[00:20:18] – Linking Finance & Sales KPIs

[00:28:55] – Using Dashboards to Drive Emotion

[00:36:18] – 4 Questions You Need to Be Asking + 1 More

[00:42:41] – ABC - Always be Curious

[00:47:07] – Uses for ChatGPT Now & in the Future

[00:54:40] – Resisters vs Forward Thinkers

[01:01:30] – What’s the One App or Gadget You Couldn’t Live Without?

[01:03:07] – Where to find Chris & Fresh FP&A

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Episode - 009: - Where we learn, from Nicolas Boucher, an FP&A veteran, why your problem isn't the tools you use, why there is such thing as too much technology, as well as tips and tricks for how you can better prepare for audits, and boost your presentation skills.

Nicolas has over 14 years of experience working in finance and has taken his expertise and distilled it into easy-to-follow online courses used by hundreds of finance professionals.

Show NotesWhere to find Nicolas:

Nicolas on LinkedIn
Nicolas' website
Nicolas course here.
1/ How to analyze variances
2/ How to perform quick analysis
3/ How to make your reporting faster
4/ How to be a better business partner
5/ How to make Excel and PowerPoint work for you

Some of Nicolas' LinkedIn Posts

10 Infographics for finance
The CFO Checklist
5 Mistakes to avoid in presentations
10 CV Tips

Other mentions

GrowCFO

Contents

[00:01:31] Growing up in Brittany

[00:04:18] Why Germany?

[00:06:57] The change from audit to FP&A

[00:10:45] What advice would you give to small businesses preparing for audits?

[00:14:08] The business case for business intelligence

[00:19:22] Technology is not a silver bullet

[00:24:16] There is such a thing as too many tools, especially if you don't know how to use them!

[00:29:03] What made you decide to go into online training

[00:34:40] Which of the training modules are performing the best?

[00:40:59] Tips for preparing for financial presentations

[00:46:07] What's one piece of software or gadget you couldn't live without?

[00:51:12] Where to find Nicolas

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Episode - 008: - Where we learn, how Rob Partridge - Managing Director of Synergi Partner Finance - transformed his business by building a portal. What he'd do differently if he did it again. The limitations he's still seeing with open banking. How he's diversified his business by niching down, his favourite tech, and much much more.

Rob has over 20 years experience in the financial service space and now works with businesses of all shapes and sizes to spread large CAPEX projects into affordable monthly payments.

Contents

[00:00:49] The Background

[00:05:44] Financing a Tech Project

[00:14:24] Digital Transformation with a Portal

[00:23:33] Looking at the end result

[00:27:17] The future is integration and self-service

[00:31:45] Fighting Traditional Infrastructure “We want this now!”

[00:36:12] What would you do differently?

[00:38:28] What information is crucial to you as a business leader?

[00:42:12] Differentiation & Niching Down

[00:47:54] What is the one app or gadget you couldn’t live without?

[00:54:12] How to find Rob and how to save some Tax (UK Only) [Cut-off March 23]

Show Notes

How to Find Rob

Rob on LinkedIn - https://www.linkedin.com/in/robpartridge/
Synergi Finance - https://synergi-finance.co.uk

Tech Mentioned

Docusign - https://www.docusign.co.uk
Creditsafe - https://www.creditsafe.com
Xero - https://www.xero.com
HubSpot - https://www.hubspot.com
SAP - https://www.sap.com
TikTok - https://www.tiktok.com
Headway - https://app.get-headway.com

Tech for Finance: Recent Episodes

Adam Shilton

Show Notes