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 […]
How to run 10,000 scenarios to improve your forecast accuracy (in just 5 steps)
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 […]
Your data has 3 problems and AI is making all of them worse (fix inside)
My friend Christian Martinez had a mess. Three Excel tabs. Billing transactions on one. GL accounts on another. Bank reconciliation on the third. Cross-referenced rows were incomplete and dates had three different formats. Duplicates existed and GL codes were missing. He needed to clean it. Or have a complete nightmare on his hands. So he […]
This 3-metric board trick will stop you losing your AI budget
Let me tell you something that you might not like. If your next board update on AI includes the phrase "the team is using it more," you are close to losing budget for your AI projects. I say this because I see it everywhere. I've trained teams at over 100 companies, and here is what […]
You’re wasting 70 days of strategic data (here’s how to get it back)
What if I told you you’re saying goodbye to 70 full working days of important data without realizing it? The average manager sits in 564 meetings per year. More than a quarter of the year spent in conversations. And for a CFO? It is probably closer to 25 or 30 hours every single week between […]
This is how AI is replacing entire BI dashboards (in 10 minutes):
When's the last time someone told you "wow, great spreadsheet"? I'm serious. Think about it. You get all of your data, and then suddenly your colleague asks you to present it. You have no time for PowerPoint. You have no time for fancy Excel formatting. You have 10 minutes, but you still want to show […]
90% of financial modelers disagree with me on this
The most common objection I hear from you when it comes to AI (I hear this all the time). When I posted about Excel Agent Mode a few months back (and I spent a full day testing it before I said anything publicly, because I never recommend something I haven't tested myself). I got […]
I spent 3 days on board decks, now only 3 hours
Every month, in my previous role, I was spending 3 days preparing the Business Operational Review presentation. You know this feeling. Three stressful and super frustrating days of pulling data together, formatting slides, and making sure the numbers all match. And the crazy part is not even the time it takes to build the deck. […]
This CFO refused to use Python for forecasting (and why he was right)
Last week, I was running a live AI forecasting workshop with a room full of senior finance leaders. We'd just finished building revenue prediction models in Python. Seasonal adjustments, backtesting, everything. And then a fractional CFO raised his hand and said something that stopped the room. "I don't want to be the grumpy old man, […]