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Tips & Insights on Finance & AI

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7 years of audit at PwC, and I never saw 1 human do what Claude just did

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 And still end up in super awkward meetings where the data is out of date already - You lose motivation, and your brain ends up fried.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 And then you have super awkward meetings on why the data is out of date.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

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...

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...