"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)...
8 days ago • 5 min read
"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)...
11 days ago • 3 min read
You can't afford to lose a day at month-end. Then one thing changes, and you're behind again. One of the CFOs in my AI Finance Club used to spend a full day every month just running the cash flow forecast. By the time he finished, half the assumptions had changed already. So, to help you fix this, I’m running this Masterclass with Agicap on the 23rd April where you'll see: How to clean 12-36 months of messy data and build a cash forecast you can defend to the board (without spending your...
15 days ago • 6 min read
You don’t want to lose your Friday to a forecast your board does not trust I've trained over 10,000 finance pros, so I know the biggest pain you have is reconciling manually. Then producing models you’re not confident in. Sure, you can build forecasts faster. But if your data is a mess, your models will always be wrong. So, to help you fix this, I’m running this Masterclass with Agicap on the 23rd April where you'll see: How to clean 12 months of messy data and build a cash forecast you can...
18 days ago • 4 min read
How to Become an AI CFO 1 in 3 finance jobs now require AI experience*. If that makes you uncomfortable, this masterclass is for you. Join me next Tuesday and I'll show you how to: Build a dynamic 3-scenario, 5-year financial model with 1,303 formulas (in ~5 mins) Turn Copilot from "terrible" to incredible with one hidden model setting that drastically improves your results. Clean 30 tabs of messy credit card data in 69 seconds using an Excel feature almost nobody knows about. Learn what it...
22 days ago • 7 min read
How to Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code) If you feel you are...
25 days ago • 7 min read
Become an AI CFO Don't miss next week's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code) If you feel you are falling...
29 days ago • 6 min read
How to Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code) If you feel you are...
about 1 month ago • 7 min read
How to Become an AI CFO Don't miss next Tuesday's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code). If you feel you...
about 1 month ago • 4 min read