This CFO used 1 tool to create a 3-year strategic plan (you can do it this PM)
4 countries, 1 retiring Controller, and no plan Ian’s one of the CFOs in my community of 3,295 finance pros. He manages a group that works in 4 countries. His International Controller is about to retire. So he had a big problem. He needed a 3-year plan. He needed to know who replaces who. Who […]
The 37-sec rule I stole from McDonalds to scale finance without hiring
A Big Mac is fried for 37 seconds A 16-year-old starting at McDonalds has never fried a burger before. But the burger they make is the same as one made by a 20-year pro. They don't hire chefs. They hire beginners. Then they give them a manual that spells out every step. Fry time: 37 […]
The 1 method CFOs need to turn bad Claude results into a close that runs itself
Closing 13 hotels by hand. Every month. For 3 years. Last week I was on a call with a finance leader who closes the books for 13 hotels manually every month. He pulls the numbers out of Microsoft Dynamics, rebuilds the same report, updates the same broken formulas, and writes the same summary. Then he […]
You’ll blow your AI budget with Goldman’s 24x by 2030 prediction (here’s how to protect it)
Uber spent its whole 2026 AI budget by April So for the last 12 months, the top question I got in masterclasses was "Which AI tool is best?”. But, in the last few months it's been changing. Now more and more finance leaders are asking me, "How do we make our usage last and keep […]
49 CFOs missed this insane analysis (I didn’t see it either)
49 out of 50 CFOs missed this Two weeks ago, I ran a live exercise with 50 finance pros. I gave them all the same supermarket dataset and the same prompt template. Then I asked them to share their screens. Asif went first. He asked his AI to build a promo ROI scatter plot. Where […]
2,588 Deloitte-surveyed leaders are missing this 1 AI agent failsafe
134 finance pros watched an AI agent refuse to make up a number Last Wednesday afternoon, 134 finance professionals sat on a Zoom call watching a Copilot agent get asked a variance question. The agent paused. Then it answered. "No matching finance workbook report surfaced… that means I can't calculate the variance figures yet, and […]
This Microsoft clone turned 4 finance pros into 5 (in 90 mins)
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 And still end up in super awkward meetings where the data is out of date already – You lose motivation, and your brain ends up fried.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 […]
The AI Act’s 35M fine shouldn’t scare you (this should)
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 […]
72 CFOs budgeted FY2026 in 30-mins with this 1 method
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 […]
The 14-year-old dashboard method I stole from P&G’s CIO (it’s yours in 5-steps)
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 […]