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Tips & Insights on Finance & AI

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This 1 ChatGPT-in-Excel prompt turns any file into a 3-scenario model (in 3-mins)

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...

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...

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...

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 And still end up in super awkward meetings where the data is out of date already - You lose motivation, and your brain ends up fried.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...

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...

"How much are we spending?" Getting answers on your own numbers should not take 2-weeks. You waste 3 days gathering data. Consolidating 37 Excel workbooks. And then you have super awkward meetings on why the data is out of date. I've been here, which is why 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 invoice over €10K (in minutes) How to turn a month of messy expense data into...

The skills you need for a $400k finance role: 15 years’ CPA experience, and then this: "Demonstrated experience using generative AI tools." 5 years ago, that line wasn't on any job description. Today it's on the highest-paying ones. In 2 years it'll be on all of them. So, to make sure you don’t fall behind in your 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...

1 in 3 CFO job descriptions now require AI experience Last year it was 1 in 4 - If you don't have these skills in 2026, you're already being filtered out. Join me tomorrow for a free 60-min Masterclass where you will: Discover the 5 criteria every finance pro must use before AI works properly. Learn how build a 5-year plan with 3 scenarios (without losing your weekend to Excel) See the Excel feature most don't know exist (it cleaned 80 messy files in 69 seconds) You'll walk away with the...

"I made this is in Excel" used to make you feel proud.. But, in 18-months, Excel reporting won’t impress anyone, it will date you. There're 2,693 finance pros in my community. And a big problem I see is numbers that look super boring (that people also don't trust). So, to help you with this, I'm running this live masterclass with Ramp. On April 30th I'll build 3 AI-powered dashboards from scratch in 60 minutes - You'll see: How to construct AI-powered dashboards for 1) departmental costs, 2)...

"Nice dashboard. Did you build it in Excel?" 2 years ago this was a compliment. In 2026, this is an insult! There’re 2,597 finance pros in my community. And a big problem I see is numbers that look super boring (that people also don't trust). So, to help you with this, I'm running this live masterclass with Ramp. On April 30th I'll build 3 AI-powered dashboards from scratch in 60 mins - You’ll see: How to construct AI-powered dashboards for 1) departmental costs, 2) revenue pipeline, and 3)...