3 AI Agents to Escape Your Excel Prison (in 60-mins) AI is the new Excel. Over 20 years, every tool has claimed to kill Excel and failed. But now, AI is the only contender. I’ve trained 10,000+ finance pros, so I know how it feels when you can’t escape the 37 workbooks you have to re-build every month, just to keep up. So, to help you fix this with AI - I’m running this 60-min masterclass with Nominal where you’ll see. How to consolidate Excel files in minutes using an AI agent (without...
5 days ago • 5 min read
A 3-Hour Allocation Reduced to 15 Minutes Last month I spoke to Fred who used to waste 3 hours in Excel for a group of Doctors (he runs an accounting practise). But, now he just drops his reports into AI and scrubs the output for accuracy. It takes 15-mins. To help you do the same, I’m running this free masterclass with Nominal using Claude. You will see: How to consolidate Excel files from multiple business units in minutes (without touching a single formula) The Claude workflow that does...
8 days ago • 6 min read
Complex Model (Plus Deck) in 60 Mins with Claude There’re 3,141 finance pros in my community, and most of them start with no idea how to use Claude effectively in Excel and PowerPoint. But lots of them now build complex models that used to take 2-3 (plus the deck) in minutes. To teach you to do the same, I'm hosting this free 60-min masterclass with Ramp. You'll see: How to build a financial model from scratch in Excel using Claude, (with graph updates as assumptions change). The audit-tab...
12 days ago • 7 min read
Excel & PowerPoint will never be the same Building models manually or spending Sunday’s on slides. This is a waste of your time in 2026. I've trained 5,000+ finance pros, so I know it’s painful when you’re stuck doing things the old way when you know there’s a better way. So, to show you the new way, I'm running this live masterclass with Ramp. You'll see: How to build a financial model from scratch in Excel using Claude (with graphs that change with your data). The audit-tab method to catch...
15 days ago • 3 min read
Last year, 1 in 4 CFO jobs required AI... Now it's 1 in 3. $300K to $600K finance roles have AI skills most finance pros still don’t have. I've trained 5,000+ finance pros. And the ones moving up aren't better at finance. They’re the ones keeping ahead of AI. So. To help you become an AI CFO, join me on this free masterclass. I will show you: How to build a board-ready dashboard in 145 seconds (with a mode most don’t know exists). How to generate an accurate 5-year plan with 3 scenarios in...
22 days ago • 4 min read
Your CEO wants a 5-year forecast. You want to watch sports or a movie. Finance feels like 13 annoying requests that repeat forever. From people who think their Friday is more important than yours. But imagine you just asked AI to do the pointless work so you can win your weekend back. Join me next Tuesday for this free masterclass, and I’ll show you: How to create a board ready powerpoint with a full 5-year plan, 3 scenarios with assumptions you can change live (in your company branding) How...
26 days ago • 6 min read
What skills do you need for a $400k finance job? 15 years’ CPA experience... Demonstrated experience using generative AI tools. 5 years ago, line 2 didn't exist on any job description. Today it's on the highest-paying ones. And in 2 years it'll be on all of them. So, to help you get ahead in your finance career, join me for this free 60-min masterclass. I'll show you: How to build a 5-year, 3-scenario model in minutes (and use it in a board meeting as a live tool) How to auto-generate the...
29 days ago • 5 min read
There's no excuse for awkward meetings in 2026 You waste 3 days gathering data and consolidating 37 Excel workbooks. And still end up in super awkward meetings where the data is out of date already - You lose motivation, and your brain ends up fried. But, it’s 2026, and you should not have to deal with this. So, to help solve this I’m running this free 60-minute masterclass for you with Spendesk. You will see: The one prompt that surfaces every aging bucket, supplier exposure, and stuck...
about 1 month ago • 5 min read
You're not behind on AI. You just feel like you are. Fear of a 35M fine is nothing next to FOBO. The Fear Of Becoming Obsolete. Of the 2,850 finance pros in my community. 75% started out using AI like a fancy Google Search. So I know the real night-fear isn't ‘security’. It's writing policy for tools you don't know how to use. While secretly feeling like you're falling behind. To help you get ahead I’m running this free Masterclass with Oracle NetSuite. You'll see: How to turn a messy...
about 1 month ago • 5 min read