Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…
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Create Confidence Without Hiring an Army Using Generative Accounting - Sasha Orloff (Pt.1) | Ep.048
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Inhoud geleverd door Adam Shilton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Adam Shilton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
More goodies at www.techforfinance.com | Could the secret to unlocking financial confidence in businesses lie within AI-enabled accounting platforms? Sasha Orloff, the innovative co-founder and CEO of Puzzle, joins us to navigate through the world of generative accounting, revealing how outdated tools are being replaced with tech that offers real-time, data-driven insights. In an era where financial clarity is paramount, Orloff breaks down how small and medium-sized businesses can harness the power of AI to make informed decisions without drowning in spreadsheets or waiting on delayed reports. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off The world of finance and accounting is on the brink of a major overhaul, and coding skills like Python are now becoming part of the accountant's toolkit. This episode peels back the layers of traditional financial analysis, illustrating the importance of unified data models and the integration of large language models that aim to demystify complex financial rules. Orloff offers an enthralling perspective on how AI is streamlining processes and boosting the integrity of financial reporting, fostering a future where finance professionals are freed from mundane tasks to focus on strategy and growth. Finally, we tackle the strategic implications of AI in policy implementation and time management within companies. Imagine a CTO's dilemma in budgeting for technology—how can one balance the needs of the business without excess or shortfall? Sasha sheds light on how AI can simplify budget monitoring and cost allocation, enabling leaders to steer their ship with confidence and precision. Tune in to discover a new horizon where AI isn't just a tool but a transformative ally for business leaders aiming to sculpt a robust financial foundation. ------SHOW NOTES------- Find Sasha on LinkedIn - https://www.linkedin.com/in/sashaorloff/ Check out Puzzle - https://puzzle.io/ ------CHAPTERS------ (00:00) Building Metaphors (09:51) Generative Accounting for Better Business Decisions (20:13) AI's Benefits in Accounting and Finance (27:12) Python Integration in Excel, Importance of Metadata (34:57) Effective Time Management in Policy Implementation Subscribe to the Newsletter at - https://newsletter.techforfinance.com
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Inhoud geleverd door Adam Shilton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Adam Shilton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
More goodies at www.techforfinance.com | Could the secret to unlocking financial confidence in businesses lie within AI-enabled accounting platforms? Sasha Orloff, the innovative co-founder and CEO of Puzzle, joins us to navigate through the world of generative accounting, revealing how outdated tools are being replaced with tech that offers real-time, data-driven insights. In an era where financial clarity is paramount, Orloff breaks down how small and medium-sized businesses can harness the power of AI to make informed decisions without drowning in spreadsheets or waiting on delayed reports. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off The world of finance and accounting is on the brink of a major overhaul, and coding skills like Python are now becoming part of the accountant's toolkit. This episode peels back the layers of traditional financial analysis, illustrating the importance of unified data models and the integration of large language models that aim to demystify complex financial rules. Orloff offers an enthralling perspective on how AI is streamlining processes and boosting the integrity of financial reporting, fostering a future where finance professionals are freed from mundane tasks to focus on strategy and growth. Finally, we tackle the strategic implications of AI in policy implementation and time management within companies. Imagine a CTO's dilemma in budgeting for technology—how can one balance the needs of the business without excess or shortfall? Sasha sheds light on how AI can simplify budget monitoring and cost allocation, enabling leaders to steer their ship with confidence and precision. Tune in to discover a new horizon where AI isn't just a tool but a transformative ally for business leaders aiming to sculpt a robust financial foundation. ------SHOW NOTES------- Find Sasha on LinkedIn - https://www.linkedin.com/in/sashaorloff/ Check out Puzzle - https://puzzle.io/ ------CHAPTERS------ (00:00) Building Metaphors (09:51) Generative Accounting for Better Business Decisions (20:13) AI's Benefits in Accounting and Finance (27:12) Python Integration in Excel, Importance of Metadata (34:57) Effective Time Management in Policy Implementation Subscribe to the Newsletter at - https://newsletter.techforfinance.com
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1 Ex-Google Director explains: The truth about AI agents (your new secret weapon) 1:03:40
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukAdam Shilton sits down with Jacob Bank, the Stanford AI lab alumnus, Ex-Google Product Director and founder of Relay app, to demystify AI agents and their practical applications. Jacob cuts through the hype to explain the meaningful differences between AI workflows, agents, and co-pilots, offering actionable advice for businesses looking to implement these tools. Their discussion moves beyond technical definitions to explore how AI is reshaping go-to-market strategies, with both agreeing that authentic human connection and trust will become increasingly valuable differentiators in an AI-saturated marketplace. -- SHOW NOTES --- Jacob Bank: Founder and CEO of Relay app | www.linkedin.com/in/jacobbank/ - Relay app: AI workflow platform | www.relay.app - Matt Barker: Copywriter mentioned for content strategy | LinkedIn - Will Barron: Founder of Salesman.com podcast | salesman.com - "Market of One": Will Barron's upcoming book/training program - Magic Post: AI tool for LinkedIn content creation - Clay: Sales intelligence platform - Napkin AI: Graphics creation tool mentioned by Jacob - Make.com: Automation platform Adam uses for invoice management - Stanford AI Lab: Where Jacob studied - Timeful: Jacob's previous company (acquired by Google) - Google: Where Jacob worked as product director --CHAPTERS -- (00:04:00) - AI agents vs. workflows: What business owners need to know (00:07:00) - Why "agent" terminology caught on despite its creepy connotations (00:10:00) - The fundamental difference between AI agents and co-pilots (00:13:00) - How AI reduces complexity in workflow creation (00:16:00) - Picking the right AI tool for different business tasks (00:20:00) - AI in sales outreach: Personalization vs targeting efficiency (00:24:00) - Why timing and trigger events matter more than message content (00:30:00) - Domain-specific AI tools like Magic Post for LinkedIn content (00:33:00) - How AI will transform product go-to-market strategies (00:37:00) - Building trust in the "Market of One" approach (00:43:00) - Creating valuable content vs chasing LinkedIn engagement (00:49:00) - Why YouTube tutorials drive more qualified traffic than LinkedIn posts (00:54:00) - What it means to be irreplaceable in the age of AI (00:58:00) - Finding value as the "creative director" of AI outputs…
1 AI Parenting: Raising Children Who Will Outthink Us All 1:21:42
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn this thought-provoking conversation, Adam speaks with Kunal Dalal, AI expert in education and author of "The AI Parent." They explore how AI is transforming education and parenting in profound ways. From discussing the outdated model of competitive education to examining how indigenous wisdom might guide our approach to technology, Kunal shares insights on helping children find purpose in an AI-driven world where human connection matters more than digital achievements.—SHOW NOTES--- Kunal Dalal's book: "The AI Parent" - how to parent children in an AI-driven world- Orange County Department of Education - where Kunal heads up Artificial Intelligence- Indigenous AI concepts - Wakani Hoffman's work on infusing AI with indigenous values- Ray Kurzweil's book: "The Singularity is Nearer" - discussed around 32:00- Mo Gawdat - former chief business officer at Google X and author of "Solve for Happy" - https://www.mogawdat.com/- Hassan Kubba - helps authors, appeared on Slow Mo podcast (Mo Gawdat's podcast)- Documentary: "Happy" (2012) - https://www.imdb.com/title/tt1613092/- "Blue Zones" project by Dan Buettner - Netflix documentary about longevity and community- Ikigai - Japanese concept of finding purpose discussed in relation to longevity- Palace of Knossos - ancient Greek engineering mentioned as example of historical intelligence- Göbekli Tepe in Turkey - ancient archaeological site mentioned—CHAPTERS—(00:03:00) - Kunal discusses biggest misconceptions about AI in education globally(00:07:00) - Exploring rigid educational systems versus entrepreneurial culture mismatch(00:11:00) - Adam shares personal educational experiences and finding identity through music(00:15:00) - Discussion on youth feeling disillusioned about their future in today's world(00:19:00) - Mo Gawdat's story and finding purpose after personal tragedy(00:23:00) - How becoming a parent shifts one's perspective on purpose and meaning(00:27:00) - Reframing children's purpose as healing the world rather than competition(00:31:00) - Exploring the concept of hive mind and Ray Kurzweil's singularity ideas(00:35:00) - Ancient engineering intelligence examples from Knossos and historical civilizations(00:43:00) - Indigenous wisdom offering collaborative rather than competitive societal models(00:47:00) - The psychological impacts of chasing social media metrics and validation(00:53:00) - Mental health challenges from comparing oneself to others online(00:57:00) - The value of human connection versus digital achievements and relationships(01:03:00) - Documentary "Happy" and lessons about community versus material success(01:09:00) - The importance of being present with children versus digital distractions(01:13:00) - Adam shares heartwarming "mini high five" ritual with his son(01:17:00) - Kunal's final thoughts on what makes humans truly irreplaceableFor more, head over to www.adamshilton.com…
1 How to Use AI to Gain a Human Edge: My 3-Pillar Approach to Staying Ahead [Future Finance Podcast] 46:57
In this thought-provoking episode, Adam Shilton joins Paul Barnhurst and Glenn Hopper to explore the current state of AI content creation. They examine AI-generated podcasts, synthetic data risks, and why AI still struggles with creating authentic, non-sterile content. The hosts share practical insights on how to effectively work with AI tools for learning, thinking, and doing tasks, rather than trying to outsource skills entirely. Adam's approach to AI as a supportive mechanism rather than a standalone entity offers valuable perspective for anyone looking to remain irreplaceable in an AI-driven world. The conversation also follows Adam's personal journey from corporate finance to entrepreneurship after his July TEDx talk. He candidly discusses building a business without a large savings cushion, finding problems worth solving rather than just having "good ideas," and his mission to help others build careers around their passions. His refreshing take on using technology to break down barriers and level the playing field provides inspiration for listeners considering similar transitions. Originally published on the Future Finance Podcast: - Website - https://www.thefpandaguy.com/future-finance - Spotify - https://open.spotify.com/show/2fwR53Rio39P6p7u7L73Fu — SHOW NOTES — - Information about Adam Shilton, founder, technologist, and TEDx speaker: [https://adamshilton.com](https://adamshilton.com/) - Rob Lennon's AI podcast host mentioned by Adam: Search "Rob Lennon AI podcast host" - Google's Notebook LM, an AI tool discussed by the hosts: https://deepmind.google/technologies/gemini/notebook/ - OpenAI Playground for testing prompts and voice bots: https://platform.openai.com/playground - Meta (Facebook) AI avatar profiles mentioned in the discussion: Search "Meta AI avatar profiles" - Ethan Mollick's book "Cointelligence" referenced by Adam: Search for "Ethan Mollick Cointelligence book" - Paul's training partner Ron Montero's book "Love Mondays": Search for "Love Mondays Ron Montero book" — CHAPTERS — (00:03:25) - Discussion about AI-generated podcasts and cloned voices. (00:06:30) - Exploring risks of AI learning from its own synthetic data. (00:10:15) - Glenn's perspective on limitations of synthetic data for AI training. (00:16:32) - Why AI still struggles with authenticity in writing and content. (00:20:45) - Using AI for improving content rather than creating from scratch. (00:24:10) - How to learn new skills with AI as a teaching assistant. (00:29:40) - The importance of domain expertise when working with AI. (00:35:20) - Adam's experience with creating "Franken-code" through AI assistance. (00:38:30) - Adam discusses his TEDx talk about technology and passion careers. (00:41:45) - Adam's journey into entrepreneurship without a traditional savings runway.…
Dive into the cutting-edge world of AI-powered data analysis with tech expert Adam Shilton. In this illuminating keynote from the Grow CFO Global Finance Summit, Adam breaks down how Python is revolutionizing Excel, explores real-world machine learning successes and failures, and provides a practical framework for selecting AI tools. Discover how finance professionals can leverage emerging AI capabilities, from autonomous assistance to advanced data visualization, making this episode essential for anyone looking to stay ahead in the data-driven future. ------SHOW NOTES------ - Microsoft Excel Python Integration Documentation - Mockaroo Random Data Generator: https://www.mockaroo.com - Kaggle Datasets: https://www.kaggle.com/datasets - Microsoft Copilot for Excel - Claude by Anthropic: https://claude.ai - ChatGPT Code Interpreter - Power BI - Google Colab for Python - Follow Richard Nero on LinkedIn for Copilot insights ------ CHAPTERS------ - (00:00:27) - Overview of keynote topics and AI's role in strategic decisions - (00:03:16) - Framework for understanding different data tasks and AI capabilities - (00:07:05) - Real-world examples of machine learning algorithms and implementations - (00:24:31) - Introduction to Python in Excel and practical demonstrations - (00:32:19) - Updates on AI tools including ChatGPT, Claude, and Copilot - (00:43:36) - Framework for selecting appropriate AI tools for data analysis - (00:52:19) - Call to action and practical steps to get started with AI For more, head over to www.adamshilton.com…
In this insightful keynote from the Grow CFO Global Finance Summit, tech expert Adam Shilton delivers a comprehensive framework for successful technology adoption in finance teams. From quantum computing's impact on future tech decisions to the latest in generative AI, Shilton breaks down why delaying tech adoption can sometimes be advantageous and how to avoid common pitfalls. The presentation focuses on practical frameworks for assessing, selecting, and implementing technology solutions while emphasizing the importance of thorough testing and pilot programs before full deployment. ———Show Notes——— Resources mentioned: - G2 Software Review Platform: [https://www.g2.com](https://www.g2.com/) - Grow CFO Slack Community (Join link available through Grow CFO) - Book Reference: "Decisive: How to Make Better Decisions in Life and Work" by Chip and Dan Heath Tools Mentioned: - Copilot for Microsoft 365 - Claude AI - Excel Labs - Otter (transcription tool) - Loom (video recording/documentation) ———Chapters——— - (00:00:00) - Introduction to Adam Shilton podcast and technology adoption best practices - (00:03:07) - Overview of recent innovations in tech and quantum computing basics - (00:11:02) - Discussion of generative AI advances and cost evolution - (00:21:27) - Virtual hands vs. virtual brains: Understanding automation and AI tools - (00:25:49) - Framework introduction: Start from zero approach to tech adoption - (00:31:01) - Analyzing complexity in processes before implementing new technology - (00:35:23) - Research methodology and integration considerations for new technology - (00:41:45) - Decision-making process and importance of pilot programs - (00:44:42) - Implementation phases and key project roles for successful deployment - (00:48:21) - Closing thoughts on AI's role in future strategic decisions…
1 How to Create an Unfair Advantage: Standing Out in the Age of AI - Hasan Kubba 1:09:12
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn this enlightening episode, Adam Shilton sits down with Hasan Kubba, bestselling author and expert in helping entrepreneurs become published authors. They delve into the world of unfair advantages, AI's impact on content creation, and the enduring value of traditional publishing. Hassan shares insider tips on book writing, establishing thought leadership, and positioning oneself at the top of the robot curve through creative work. The conversation takes unexpected turns, exploring the use of AI in content creation, the importance of authenticity, and the future of digital real estate. Hassan offers valuable insights on recognizing and leveraging unfair advantages, while Adam shares his experiences with AI-assisted content creation. This episode is a must-listen for anyone looking to level up their life through technology, productivity, and creative thinking. ———SHOW NOTES——— - Connect with Hasan - https://www.linkedin.com/in/startuphasan/ - Visit Hasan’s Website - https://www.hasankubba.com/ ———CHAPTERS——— (00:00:00) - Introduction to Hassan Kubba and the podcast theme (00:03:43) - Discussing unfair advantages and their importance in success (00:07:54) - Exploring the impact of AI on content creation (00:14:14) - The future of digital real estate and AI-powered search (00:20:18) - Insights on book writing and establishing thought leadership (00:27:39) - Leveraging AI tools for content creation without losing authenticity (00:35:34) - The importance of finding your unique voice in content (00:41:35) - Practical tips for using AI in writing and content production (00:50:55) - Hassan's journey from digital nomad to author and coach (00:56:50) - Concluding thoughts and where to find Hassan Kubba P.S - For more goodies, head over to www.adamshilton.com…
1 Unlocking Python: From Misconceptions to Mastery with Tony Roberts 1:18:05
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukFor more visit adamshilton.com | Join me as we learn from Tony Roberts, founder of PyXLL, for an in-depth discussion on Python's role in Excel and beyond. We address misconceptions about Python, explore its versatility from beginner to advanced use cases, and examine the pros and cons of AI-assisted coding. Tony shares his journey creating PyXLL and explains how it empowers Excel users with Python's capabilities. The episode also covers cloud deployment considerations and the future of Python in corporate environments. Don't miss this opportunity to stay ahead of the curve with Python. ------SHOW NOTES------ - Check out PyXLL - https://www.pyxll.com/ - Watch PyXLL on YouTube - https://www.youtube.com/@python-excel - Connect with Tony - https://www.linkedin.com/in/troberts79/ ------CHAPTERS------ - (00:00:00) - Introduction of Tony Roberts and podcast overview - (00:01:18) - Misconceptions about Python's difficulty and capabilities - (00:24:46) - Time-saving benefits of AI in coding - (00:27:57) - Challenges with OpenAI Whisper API and debugging - (00:29:25) - Pragmatism in using AI for coding - (00:32:01) - Experimenting with AI tools for coding - (00:33:41) - Use of bots and AI in customer support - (00:39:02) - Coding mode differences in Microsoft Copilot - (00:45:39) - Ethical AI-generated communication in business - (00:48:49) - Importance of genuine interest in marketing - (00:52:56) - Transitioning from VBA to Python in corporate settings - (01:04:50) - Considerations for coding platform choices - (01:06:24) - Digital course plans and Python accessibility - (01:14:58) - Using Excel as a front end for Python functions - (01:17:21) - Conclusion and contact information…
Introducing 'The Adam Shilton Podcast'! It's been a while! Almost 2 months since I spoke at GrowCFOs Global Finance Summit, and a LOT has happened. Tech for Finance was my passion project alongside my full-time job, but as of July 2024, I'm now working for myself. This transition has brought some identity crises, especially feeling imposter syndrome in finance. A big shoutout to my friend Soufyan Hamid for his perspective: “You don’t need to have had cancer to cure it.” Yet, I realized the content I've been producing isn't 100% me. So, I've decided to align more with my expertise. In 'The Adam Shilton Podcast'! I'll cover a broader range of topics focused on tech mastery, productivity, and self-improvement. My passion for finance tech remains, but I aim to share much more of myself. Find me at adamshilton.com for the latest newsletters and subscribe to Framework Friday. Feel free to e-mail me at adam@adamshilton.com. I appreciate your support and look forward to catching up on 'The Adam Shilton Podcast'. See you on the other side!…
1 Global Finance Summit Keynote - AI & Machine Learning in Finance: Transformative Applications 1:03:41
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukWatch the video of this presentation here . In this special episode, I present my keynote from the Grow CFO Global Finance Summit, exploring the now and future of AI and machine learning in finance. I the importance of pattern recognition, the role of generative AI, and practical use cases like spend and revenue analysis and outlier detection. Learn how tools like ChatGPT and Microsoft Copilot are reshaping financial management. Tune in for expert predictions, tips on improving your AI skills, and insights into deploying AI for enhanced financial operations and decision-making. ------ SHOW NOTES ------ - Check out GrowCFO here . - Download the presentation transcript and slides here - See the Google Colab code I used to run the models and predictions here . - Check out LABS.GENERATIVEAI here . ------ CHAPTERS ------ (00:00:00) - Introduction. (00:01:18) - Welcome and Summit Overview. (00:02:12) - AI Predictions and Partners. (00:03:32) - AI and Machine Learning in Finance. (00:04:41) - Poll and AI Impact. (00:07:07) - Session Overview. (00:07:32) - AI Tools and Techniques. (00:08:26) - Personal AI Journey. (00:10:33) - AI vs. Automation. (00:14:28) - Machine Learning in Finance. (00:17:11) - Training Data and Bias. (00:19:12) - Outlier Detection. (00:22:10) - Predictive Analytics. (00:23:09) - Experimentation with AI Models. (00:26:16) - Spend Forecast Case Study. (00:29:30) - Revenue Forecast Case Study. (00:34:38) - Generative AI. (00:39:49) - Building Bots with AI. (00:45:06) - AI Labs in Excel. (00:53:20) - General AI Tools. (00:56:27) - Future Predictions. (01:00:05) - Conclusion and Contact. (01:01:12) - Q&A Session. For more goodies, check out www.techforfinance.com…
1 Power Automate: Turn Manual to Magnificent and Create Massive Value - Damien Bird | Ep.072 1:20:58
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn this insightful episode, Adam welcomes Damien Bird, the Microsoft Cloud Architect and Power Automate Guru with over 10,000 YouTube followers. They dive deep into the world of Power Platform, demystifying the terminology and exploring the vast possibilities of Power Automate. From personal productivity hacks to enterprise-level automation, Damien shares his expertise on leveraging this powerful tool. He also provides valuable insights into the integration of AI and generative models like Copilot Studio. Get ready to unlock new levels of efficiency and streamline your workflows! ------ SHOW NOTES ------ Watch Damien’s YouTube Videos – https://www.youtube.com/c/DamoBird365 Connect with Damien - https://www.linkedin.com/in/damobird365/ Check out Tech for Finance – www.techforfinance.com ------ CHAPTERS ------ (00:00:00) - Intro and welcome to Tech for Finance podcast (00:00:34) - Introducing guest Damien Bird, Microsoft Cloud Architect (00:02:09) - Explaining Microsoft Power Platform terminology (00:05:12) - Getting started with Power Automate for personal productivity (00:10:48) - Discussion on Microsoft Copilot Studio and generative AI (00:19:18) - Examples of automating processes with Power Automate (00:25:58) - Suggestions for low-hanging fruit and quick wins with Power Automate (00:34:21) - Exploring Power Automate Desktop for personal productivity (00:38:06) - How to get started with Power Automate (00:44:13) - Using Process Advisor for process mining and automation opportunities (00:52:01) - Changing data formats and generating documents with Power Automate (01:00:26) - Keeping up with updates and changes in Power Platform (01:08:24) - Damien's favorite app: YouTube Studio (01:12:07) - Exploring AI apps and tools like Poe and Metaculus (01:20:22) - Closing comments and where to find Damien online…
1 AI Overwhelm: How to Keep Up in the Age of Furious Change - Dave Hartley | Ep.071 1:03:10
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn the age of rapid technological change, keeping up with the latest tools and trends can feel overwhelming. Dave Hartley, a technologist turned CPA, shares his insights on how businesses and individuals can navigate the AI revolution without getting left behind. He discusses the challenges of change management and the importance of being intentional about adopting new technologies. Dave also explores the generational gap in technology adoption, the potential impact of AI on the workforce, and the need for governance and risk management. He emphasizes the importance of finding the right balance between embracing innovation and ensuring security and accuracy. Whether you're a finance professional, a business leader, or simply someone interested in the future of work, this episode offers valuable perspectives on thriving in the age of furious change. Tune in for practical advice and thought-provoking insights. ------SHOW NOTES------ - Connect with Dave - https://www.linkedin.com/in/davehartley/ - Check out Anders CPA - https://anderscpa.com/ - Listen to 'But Who's Counting?' -https://open.spotify.com/show/4mieDwzhsSh44gQxRVLKXD ------CHAPTERS------ (00:00:00) - Intro: Change management challenges in the AI age (00:03:22) - Being intentional about remote work and employee experience (00:10:05) - Generational gap in technology adoption and AI acceptance (00:18:48) - Balancing innovation with security and risk management (00:27:49) - Pace of technological change and organizational readiness (00:36:42) - Governance and validation in the AI era (00:46:18) - Finding the right balance for AI adoption (00:54:19) - Dave's favorite productivity tool For more goodies, head over to www.techforfinance.com…
1 Accounting Meets Art: How to Use Visuals as the Ultimate Productivity Tool - Mike Manalac | Ep.070 1:14:39
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn this episode, Adam Shilton and Mike Manalac dive into the creative side of accounting and finance. Mike, an illustrator and accounting manager at Google, shares how he incorporates drawing and visuals into his work to enhance collaboration, problem-solving, and overall productivity. They discuss the power of visual thinking, the role of technology in enabling creativity, and the future of work in a hybrid environment. Mike also offers insights into his book "No Flux Given" and shares tips for job seekers in the accounting field. Tune in for an engaging conversation that challenges traditional notions of accounting and finance. ------SHOW NOTES------ - Visit Mike's Website - www.mikefromaccounting.com - Connect with Mike - https://www.linkedin.com/in/mikemanalac/ ------CHAPTERS------ - (00:00:00) - Introduction and background on Mike Manalac - (00:03:42) - Mike's passion for drawing and incorporating it into work - (00:09:59) - Using virtual whiteboards for collaboration and visual thinking - (00:19:02) - The power of visuals in engaging audiences - (00:28:18) - Challenges and opportunities of hybrid work environments - (00:38:04) - The future of work and the role of AI - (00:48:00) - Mike's book "No Flux Given" and advice for job seekers - (00:58:22) - The importance of creativity and automation in accounting - (01:08:30) - Tools like Jeda AI for generating visuals - (01:14:05) - Closing remarks and where to find Mike For more goodies, head over to www.techforfinance.com…
1 Automating Excel: Demystifying VBA, Office Script, Power Query & Python - Mark Proctor | Ep.069 1:13:25
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Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukJoin Microsoft MVP Mark Proctor and Adam Shitlon as they delve into powerful tools like VBA and Power Query, and how they can revolutionize your workflow, automating tedious tasks and streamlining processes. In this insightful episode, Mark addresses the common misconception that VBA is a dated language and explores its potential resurgence with the advent of AI. He also introduces the Unix philosophy, a framework for building scalable and maintainable automations. Additionally, they dive into the capabilities of Power Query, a powerful tool for data transformation and management. Tune in to gain valuable insights and stay ahead of the curve in the ever-evolving world of finance and technology. ------SHOW NOTES------ - Check out Excel Off the Grid - https://exceloffthegrid.com/ - Connect with Mark on LinkedIn - https://www.linkedin.com/in/markstephenproctor/ - Read Mark's hilarous LinkedIn post here - https://www.linkedin.com/posts/markstephenproctor_excel-is-not-a-database-conversation-examples-activity-7176512884670111744-NEWN - See Mark's slide deck from the Global Excel Summit here - https://drive.google.com/file/d/1Q6mw6uAq6sl5tjp1AKQtH4fG0FyRCLAH/view?usp=drivesdk ------CHAPTERS------ - (00:00:00) - Mark discusses VBA's staying power within Excel - (00:06:10) - Exploring the potential of AI to revive VBA - (00:11:00) - Importance of data structure for effective automation - (00:19:10) - Power Query: A game-changer for data transformation - (00:26:50) - VBA vs. Office Scripts: Contrasting use cases - (00:34:40) - Addressing concerns about VBA's perceived obsolescence - (00:42:30) - Leveraging Power Query for data management - (00:50:50) - The Unix philosophy: A framework for scalable automations - (01:00:20) - Embracing a modular approach to automation - (01:07:50) - Capturing ideas and staying productive on the go And for more goodies, head over to www.techforfinance.com…
1 Projection vs Reality: Avoid These Financial Modelling Mistakes - Danielle Stein Fairhurst | Ep.068 41:42
In this episode, we welcome Danielle Stein Fairhurst, a renowned Microsoft MVP, Author, and Corporate Trainer. Danielle shares her expertise in financial modeling, highlighting the crucial distinction between models and reality. We also delve into best practices for building accurate financial models, emphasising the importance of separating inputs from calculations and avoiding hard-coded assumptions. We also explore the role of visuals, collaboration, and lesser-known Excel functions in elevating your modeling game. Join us as we navigate the ever-evolving landscape of tech for finance. Like, subscribe, and stay ahead of the curve! ------SHOW NOTES------ - Subscribe to 'Framework Friday' - www.techforfinance.com - Connect with Danielle - https://www.linkedin.com/in/daniellesteinfairhurst/ - Using Excel for Business & Financial Modelling - https://onlinelibrary.wiley.com/doi/book/10.1002/9781119520344 - Financial Modelling in Excel for Dummies - https://www.dummies.com/book/technology/software/microsoft-products/excel/financial-modeling-in-excel-for-dummies-281721/ ------CHAPTERS------ - (00:01:39) - Danielle's experience in Saudi Arabia - (00:05:57) - Common financial modeling mistakes - (00:11:15) - Understanding financial models vs. reality - (00:16:23) - Dangers of relying on AI models - (00:21:02) - Elevating financial models for collaboration - (00:27:04) - Importance of visuals in modeling - (00:31:49) - Collecting and managing model data - (00:35:32) - Lesser-known Excel functions for modeling - (00:37:49) - Women in Financial Modeling group…
In the ever-evolving world of AI chat tools, finding the right solution can be a daunting task. Fear not, as we present a comprehensive 6-step framework to help you navigate the sea of options. From budget constraints to security protocols, internet access needs, file management capabilities, data analysis requirements, and bot-building aspirations, we've got you covered. We dive deep into the offerings of industry giants like OpenAI, Microsoft, Google, Anthropic, and Mistral, dissecting their free and paid AI chat tools. But the burning question remains: Is ChatGPT still the best? Join us as we explore the pros and cons of each tool, providing expert insights and pro tips to guide your decision-making process. Stay ahead of the curve and make an informed choice that aligns with your specific needs. - (00:01:32) - Step 1: Budget considerations for AI chat tools - (00:02:17) - Step 2: Security protocols and data protection - (00:03:36) - Step 3: Internet access capabilities of AI chat tools - (00:05:38) - Step 4: File management and multi-modal capabilities - (00:06:50) - Step 5: Data analysis and visualization capabilities - (00:07:52) - Step 6: Bot-building and customization options - (00:09:13) - Example use case: CFO reviewing contracts - (00:10:06) - Example use case: Controller analyzing spend - (00:10:27) - Example use case: Finance business partner meetings - (00:11:22) - Bonus free AI chat tool recommendations - (00:13:24) - Determining if ChatGPT is still the best option For more goodies, head over to www.techforfinance.com…
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The Adam Shilton Podcast
What does it mean to have a "good spend culture"? Howard Katzenberg, founder and CEO of Glean AI, breaks it down. We explore building financial visibility, tightening spend control, and empowering employees to make better spending decisions. Howard shares insights from his experience as both a CFO and entrepreneur on understanding unit economics, marketing to different buyer personas, and negotiating win-wins with vendors. He also advocates for finance leaders getting their hands dirty—attending planning meetings, analyzing conversion funnels, and understanding the drivers behind costs. We also explore generative AI, easy onboarding, and why you should see spend forensics as strategic rather than just tactical. ------SHOW NOTES------- - Connect with Howard on LinkedIn - https://www.linkedin.com/in/howardkatzenberg/ - Check out Glean AI - https://www.glean.ai/ ------CHAPTERS------ (00:00:00) - Introducing Howard from Glean AI (00:03:37) - Advice to CFOs on understanding business operations (00:07:00) - Analyzing marketing and sales funnel performance (00:10:26) - Defining and improving company spend culture (00:14:23) - Automating accounts payable for better visibility (00:19:52) - Using AI to benchmark supplier pricing (00:24:37) - Onboarding customers to Glean's platform (00:27:48) - Integrating Glean with existing finance systems (00:31:42) - Competing with Bill.com in AP automation (00:35:44) - Leveraging AI technology at Glean For more goodies, head over to www.techforfinance.com…
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The Adam Shilton Podcast
1 Beyond Benchmarks: Will Whizzy Tech Make You a Better Finance Team? - It's Not All About the Numbers | Ep.065 51:21
In this episode of "It's Not About the Numbers," hosts Chris and Mike, along with special co-host Adam Shilton, a trailblazer in AI finance, dive deep into the role of technology in enhancing finance team efficiency, regardless of their size or budget. The discussion spans the value of benchmarking tech use in finance, the impact of automation and advanced tools, and personal anecdotes from the hosts' lives, reflecting on changes and the pace of technological adoption. The episode uniquely blends professional insights with personal stories, emphasizing the importance of technology in finance without losing sight of the human elements. ------SHOW NOTES------ Subscribe to 'It's not all about the numbers' - https://open.spotify.com/show/4znaA5D1A3eXXxXd5PTaV1 ------CHAPTERS------ (00:01:48) - Sharing what's happening in AI news (00:03:09) - Adam detailing his background (00:07:26) - Recapping busy weeks and AI developments (00:08:41) - Comparing AI models Gemini and ChatGPT (00:12:28) - Explaining Microsoft's Copilot AI offering (00:17:15) - Adam explaining his fear of advanced AI (00:21:38) - Tracing Adam's early interest in technology (00:25:41) - Visualizing Adam's work as an AI producer (00:28:03) - Asking how Adam developed communication skills (00:31:46) - Recalling a pivotal public speaking experience (00:34:37) - Answering a question on benchmarking tech maturity (00:42:32) - Sharing good and bad data (00:49:55) - Providing links to connect with Adam P.S - Don’t forget to head over to www.techforfinance.com and sign up to Framework Friday for 1 actionable tech framework you can use to stay ahead of the game.…
This video talks through a 3-step framework for deploying Python in finance. ------CHAPTERS------ 1. Python Libraries https://spectacled-redcurrant-dae.notion.site/e28a304c1f034deda720dcdf42ba9ab5?v=4c851e78252c4f5e9f6b625e693f69e3 2. Library prompt https://chat.openai.com/share/c819bec9-3c65-437e-b24c-3a2b78a9210b 3. Application prompt https://chat.openai.com/share/451553fc-bb60-446e-b73b-8dfc11219217 4. Google Colab Code https://chat.openai.com/share/84f85da3-1068-4c70-b3b5-611ace9d5f15 ------SHOW NOTES------ 1. [L] Python Library **Key takeaway** - If there’s not a library for your use case, Python may not be the best option. At least not without a developer. **Pro Tip** - Use this prompt with an AI of your choice: “List some Python libraries that can be used for [Use Case] (that don't relate to the finance industry or algorithmic trading) and describe what they do.” 1. [A] Application **Key Takeaways** - It’s important to match your application to your specific use case. Online environments like Jupyter notebooks have a much lower barrier to entry that installing developer tools like Visual Studio Code. **Pro Tip** - Use this prompt with an AI of your choice: “I’m thinking of performing [use case] using a library like [library]. Is this the library you’d suggest? If so, which platform (e.g Google Colab or Visual Studio Code) would you use to deploy it?” 1. [W] Workflow **Key Takeaway -** Python become infinitely more powerful when added to day to day workflows. Have a think about where it can slot into yours. ## Putting it into practise The best way to get concepts to stick is to put them into practise. Try this: 1. Login to an AI of your choice (ChatGPT Pro or [Copilot]( https://copilot.microsoft.com/ ) preferred as they’re better with coding) 2. Enter this prompt: “Using the Matplotlib library, generate some Python code that someone in corporate finance could use in Google Colab to get an immediate impression of the power of Python - Use dummy data within the code to avoid the need for data upload or data connection - Exclude anything to do with the finance industry or algorithmic trading.” 3. Copy the code 4. Create a new Notebook in Google Colab (login using [this link](https://colab.research.google.com/)) 5. Copy the code and hit play (top left) P.S - Don’t forget to head over to www.techforfinance.com and sign up to Framework Friday for 1 actionable tech framework you can use to stay ahead of the game.…
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The Adam Shilton Podcast
1 Ditch Excel, Embrace AI: Why Python is the Future for Finance Pros - Stephanie Mertz | Ep.063 1:04:07
1:04:07 Later Afspelen Later Afspelen Lijsten Vind ik leuk Leuk1:04:07
Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukIn this episode of Tech for Finance, we interview Stephanie Mertz, co-founder and CTO of Eisen, an innovative fintech platform aiming to transform dormant account management. With deep expertise in computer science and financial technology, Stephanie shares her perspectives on leveraging AI tools to solve problems, building resilient systems, the requirement for foundational knowledge, and more. Tune in to hear Stephanie's thoughts on moving beyond traditional finance tools like Excel, considerations around automation platforms, prompt engineering in AI, and the future of generative AI. Whether you're a seasoned finance pro or just starting out, you'll come away with fresh ideas to level up your technical skills. ------ SHOW NOTES ------ - Connect with Steph on LinkedIn - https://www.linkedin.com/in/stephmertz/ - Check out Eisen - https://www.witheisen.com/ ------ CHAPTERS ------ Here is a summary of the key chapters in the transcript: (00:00:00) - Introduction to Stephanie and Aizen (00:01:41) - Stephanie's background and experience (00:03:30) - Stephanie's approach to solving problems (00:05:37) - Starting the development process (00:08:29) - Using AI tools versus Excel (00:10:40) - Criticality levels for automation (00:12:00) - Understanding code from AI assistants (00:16:07) - Backup plans for critical systems (00:20:23) - Version control and documentation (00:26:29) - Case study on using ML for sentiment analysis (00:29:07) - The need for foundational knowledge (00:31:35) - Training machine learning models (00:35:09) - Security risks from deepfakes (00:38:15) - Using Python for analytics (00:40:00) - Levels of automation tools (00:42:17) - Engineering principles for critical systems (00:49:46) - Advice on starting coding projects (00:52:31) - The future of prompt engineering (00:54:01) - One-shot vs. two-shot prompting (00:58:27) - Explaining dormant accounts and Eisen (01:00:14) - Favorite productivity tools For more goodies, check out www.techforfinance.com…
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The Adam Shilton Podcast
In this replay of the GrowCFO show, host Kevin Appleby talks with returning guest Adam Shilton about how finance teams can use AI tools like ChatGPT. They discuss the different categories of AI tools - personal productivity enhancers, data/analytics, and enhancements to existing software. Adam outlines examples in each category, like using AI assistants for meeting notes and summaries. They also talk about the importance of simplifying and standardising processes before automation. Looking ahead, they predict increased autonomy of AI tools in 2024. Rather than just assisting, AI may be able to work towards defined outcomes with less ongoing prompting. Adam and Kevin agree that learning to frame effective prompts is an essential skill for getting the most out of AI. ------SHOW NOTES------- Check out the GrowCFO Show - https://www.growcfo.net/growcfo-show/ ------CHAPTERS------ Here are the chapters for the podcast transcript: (00:00:00) - Introduction (00:01:06) - Catching up since previous podcast (00:03:08) - Using AI tools like Otter and Fathom (00:05:09) - Explaining ChatGPT and how finance can use it (00:10:17) - Personal productivity uses for AI assistants (00:12:16) - Using AI for data analytics (00:13:22) - AI enhancements to existing software (00:14:21) - Reviewing key AI categories and applications (00:16:17) - Using AI to automate podcast production (00:18:22) - Importance of process optimization before automation (00:19:29) - Scheduling focus time with AI calendar tools (00:22:10) - AI meeting notes enable active listening (00:24:32) - Predicting increased AI autonomy in 2024 (00:26:00) - Challenges of prompting AI tools effectively (00:27:52) - AI may be able to work towards defined outcomes (00:29:45) - Limitations of existing autonomous AI tools (00:31:08) - Using specific AI bots for different tasks (00:32:28) - AI still needs clear instructions and outcomes (00:35:49) - Microsoft Copilot and other upcoming AI tools (00:38:00) - Potential costs and benefits of Microsoft Copilot (00:41:25) - Importance of process improvement before AI automation (00:43:03) - Real-world examples of process optimization (00:45:43) - AI image generation tools (00:47:22) - Framing effective questions and prompts (00:48:13) - Conclusion Check out the newsletter - https://newsletter.techforfinance.com/…
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The Adam Shilton Podcast
More goodies at www.techforfinance.com | Listen in as we navigate the intricate dance between AI and human intuition in the realm of financial forecasting and analysis. Together with my insightful guest Martin, we dissect the irreplaceable value of human touch in financial planning. We highlight how a strategic blend of AI tools and expert knowledge can amplify our financial foresight, transforming analysts into superheroes of data. Martin shares pearls of wisdom on the importance of simple, direct questions in crafting more effective financial plans, underscoring the necessity of human connection in an increasingly automated world. This conversation also delves into the evolution of financial planning and analysis platforms, as Martin sheds light on the nuanced limitations and burgeoning capabilities of AI in this field. From discussing the potential of Python's Prophet library to contemplating the future of interaction design and anomaly detection in FP&A tools, we explore the balance between technological allure and the essential need for human judgment. Moreover, we get playful with AI's storytelling prowess, revealing how it can generate custom bedtime tales for kids, and we probe the nascent co-pilot feature in Office apps, setting realistic expectations for AI assistance in data and modeling tasks. Wrapping up our chat, Martin takes us on a detour through the realms of personal health, fitness, and the arts. We share transformative experiences with fitness apps and the quantified self-movement, reflecting on the impact of tracking and consistency in our wellbeing journeys. And for those enchanted by the intersection of creativity and technology, Martin extends an invitation to engage with his art and connect through various platforms, ensuring his insights and inspirations are but a click away. So join us for a rich blend of finance, technology, and personal growth that promises to enlighten and entertain. ------SHOW NOTES------ - Connect with Martin on LinkedIn - https://www.linkedin.com/in/martinzych/ - Check out Jirav - https://www.jirav.com/ ------CHAPTERS------ (00:00) The Role of AI in Forecasting (10:47) AI in Financial Planning and Analysis (17:18) Exploring Financial Modeling and AI Storytelling (24:13) Tech Apps and Fitness Transformations (29:17) Finding Martin's Art and Contact Information https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 Unlock the Power of Copilot’s AI Driven Data Insights - with GrowCFO | Ep.060 1:00:15
1:00:15 Later Afspelen Later Afspelen Lijsten Vind ik leuk Leuk1:00:15
Later Afspelen Later Afspelen Lijsten Vind ik leuk LeukJoin us on this journey as we explore the groundbreaking potential of Microsoft Co-pilot in the world of finance, likening its innovative impact to the advent of the first iPhone. With esteemed guests Oli Deacon, former Microsoft finance director, and Adam Shilton, an expert in AI and finance, we peel back the layers of Co-pilot's early features and discuss how you can harness this technology. Oli brings clarity to complex topics, while Adam aims to demystify the intricacies of AI, providing you with valuable insights into how Co-pilot can enhance your financial workflows and data analysis. Listen in as we break down the transformative integration of Co-pilot within Microsoft Office, sharing practical use cases across applications like Excel, Word, and PowerPoint. Discover how this AI-driven assistant can streamline your day-to-day tasks, improve productivity, and ensure data security within your private work environment. We provide hands-on demonstrations and answer your burning questions live, promising to guide you through engaging with Co-pilot effectively, whether you're a seasoned finance professional or just looking to improve your office productivity. Finally, wrap up your experience with us as we look at the practicalities of acquiring Co-pilot for personal and enterprise use, offering tips for early adoption and maximizing its benefits for your finance team. As a bonus, stay tuned for our upcoming follow-up sessions designed to build on the knowledge shared today, with additional resources and training to unlock Co-pilot's full potential. A heartfelt thank you to our guests, Adam and Ollie, for their expertise, and to all our listeners for their engagement. Don't forget to reach out with any further inquiries, and look forward to joining us next time for more enlightening discussions. ------- SHOW NOTES ------ - Check out Grow CFO - https://www.growcfo.net/ - Connect with Oli - https://www.linkedin.com/in/olideacon/ - Connect with Dan - https://www.linkedin.com/in/dan-wells-22a98926/ - Check out the standalone AI Copilot - https://copilot.microsoft.com - Check out Copilot for Microsoft 365 - https://www.microsoft.com/en-us/microsoft-365/enterprise/copilot-for-microsoft-365 ------ CHAPTERS ------- (00:00:00) - Introduction to Microsoft Copilot and early access experience (00:02:00) - Overview of Copilot's capabilities in Microsoft Office (00:05:07) - Deep dive into Copilot's functionalities and benefits (00:09:07) - Defining Copilot and its place in AI technology (00:13:51) - Simplifying ChatGPT for professional use (00:17:24) - Practical applications and advantages of Copilot (00:20:25) - Future directions and enhancements for Copilot (00:24:04) - Getting started with Copilot: Access and setup (00:27:10) - Live demonstration: Copilot in action within Office apps (00:34:26) - Audience Q&A: Insights and clarifications on Copilot (00:38:38) - Exploring Copilot's impact on finance and accounting (00:42:24) - How Copilot integrates with data analysis and reporting (00:46:06) - Strategies for adopting Copilot in your organization (00:49:11) - Final thoughts and closing remarks on Copilot's future…
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The Adam Shilton Podcast
Join us as we explore the ever-evolving intersection of technology and business models with our insightful guest, Dan Lawrence from Bots for that. This week, we're peering into the future with the Apple Vision Pro, an innovative AR headset that could revolutionize the way we work in finance. Microsoft's leap to ensure Office compatibility with this tech is just the tip of the iceberg. But it's not all business; we also reflect on the challenge and necessity of a tech detox, sharing personal anecdotes about the struggle to unplug in a world where digital is king. Listen in as we discuss the intriguing possibilities of AI-enabled search tools like Perplexity and Arc Search, which are set to transform how we browse the web. Imagine navigating spreadsheets with a mere glance or finding the most relevant information without wading through pages of search results. These advancements could spell a significant shift for advertising revenue models and the visibility of content online. As AI becomes increasingly integral to our lives, we question what this means for job roles and the balance between automation and human touch. Hear about the potential of AI to not just replace but augment human tasks in sales and beyond. We dive into how these technologies are becoming more personalized, capable of small talk, and learning from each interaction. We'll discuss how this impacts small and medium-sized businesses and the strategic advantages it can offer. Wrapping up, we tackle the concept of fractional learning and the benefits of embracing challenges, both professionally and personally. So, gear up for an episode packed with forward-thinking insights and lively banter with myself, Adam Shilton, and Dan Lawrence. -------SHOW NOTES------ Subscribe to the 'Tech for Finance' podcast - https://pod.link/1628188164 Subscribe to the 'Beanies in a Pod' Podcast - https://beaniesinapod.buzzsprout.com/ -------CHAPTERS------ (00:00) Apple Vision Pro (12:54) AI-Enabled Search and Job Replacement (26:07) AI in Sales and Business Augmentation (32:59) Future of AI and Job Roles (46:27) Fractional Learning (51:03) The Importance of Challenging Yourself Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 Excel vs FP&A Tool: Avoid the Same Pains Coming Back to Bite You - Martin Zych (Pt.1) | Ep.058 32:41
More goodies at www.techforfinance.com | Unlock the secrets of technology's transformative power in financial planning with our latest episode where Martin Zych, Jirav's CEO, reveals how innovative tools are reshaping the industry. Ditch Excel and discover how sophisticated platforms can propel your financial strategies into the future. Alongside Martin, we delve into his experiences as a fractional CFO and the pearls of wisdom he's unearthed in his venture capital journey—all served with a side of personal anecdotes about life as a father and outdoor enthusiast. Financial planning takes center stage as we dissect the nuances of FP&A and the burgeoning role of fractional CFOs. We navigate through the labyrinth of managing multiple clients' data and the quest for clean financial books that underpin operational excellence. Listen as we piece together the mosaic of strategic partnership, where financial professionals transcend the boundaries of number crunching to become indispensable advisors in business storytelling and decision-making. Wrap up your financial acumen with our discussion on the art of simplifying complex data. Embrace strategies that help you craft financial models balancing sophistication for the finance-savvy and clarity for the rest of the team. We share insights from Jirav's 'Success Safari' and how integrating diverse data streams can revolutionize FP&A, ensuring every decision is informed and every stakeholder is empowered. Join me, Adam Shulton, and Martin Zicc for a masterclass in financial innovation that's as enlightening as it is practical. ------SHOW NOTES------ - Connect with Martin on LinkedIn - https://www.linkedin.com/in/martinzych/ - Check out Jirav - https://www.jirav.com/ ------CHAPTERS------ (00:00) Leveraging Technology for Financial Planning (03:32) FP&A and Fractional CFO Insights (08:19) Unpacking Revenue Drivers and Sales Compensation (21:08) Financial Storytelling and Simplifying Data Analysis (29:14) Importance of Simplicity in Financial Modeling https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 AI-sourcing vs Out-sourcing: How to Solve Your Problems With Bots - Finance Master (Pt. 2) | Ep. 057 25:30
More goodies at www.techforfinance.com | Listen in as we explore the dynamic intersection of artificial intelligence and finance, a domain that's rapidly evolving from its nascent stages of predictive analytics to the sophisticated applications of generative AI. We kick things off by discussing the breadth of AI tools now accessible to businesses big and small. From chatbots that can whip up Excel formulas to those that offer financial benchmarking, we cover how AI is not just for the big players anymore. Our conversation reveals how even individuals can harness these technologies for tasks like general ledger data analysis, making month-end processes a breeze and empowering problem-solving like never before. Join us as we delve into the cutting-edge integration of FP&A tools with AI platforms, taking inspiration from the groundbreaking work of finance trailblazers like Glenn Hopper. We get into the nitty-gritty of creating data visualizations through simple text commands and how live data feeds are reshaping financial forecasting. The discussion unveils the newfound agility in setting AI context and the concept of AI sourcing, which is set to redefine workforce optimization. Whether you're a finance professional or just curious about the industry's future, this conversation sheds light on the transformative capabilities of machine learning algorithms in data analysis and visualization. Wrapping up our episode, we ponder the future of AI in the finance sector and the implications for professional roles. As the industry adapts, we highlight the importance of upskilling and adopting a present-focused mindset to ease anxiety around technological advancements. Our advice to finance professionals is to embrace these tools to amplify their capabilities and productivity. Finally, we pay homage to thought leaders like Adam Shelton, who guide us through the ever-changing landscape of technology and finance, emphasizing the significance of community and early support in our collective learning journey. Tune in for a thought-provoking discussion that will leave you inspired to experiment with and integrate new technologies into your professional toolkit. ------SHOW NOTES------ Subscribe to the 'Tech for Finance' Podcast - https://pod.link/1628188164 Subscribe to the 'Finance Master' Podcast - https://audioboom.com/channels/5086131-financemaster ------CHAPTERS------ (00:00) AI Adoption in Finance (08:01) AI for Data Visualization and Analysis (19:57) Future of AI in Finance (25:01) Following Adam Shelton on Online Bin Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 How Wrong are You Willing to Be? Planning: Why 80% is good enough - Carl Seidman (Pt . 2) | Ep.056 38:11
Have you ever aimed for perfection in your financial plans, only to realize that 'good enough' might be the smarter target? Our latest episode peels back the layers of financial planning, showing that precision isn't always the ultimate goal. Dive into the conversation as we explore the limitations of perfectionism in technical work and how tools like Excel serve as a sandbox for initial financial analysis. There comes a time, however, when businesses need to grow beyond spreadsheets, and that's where Enterprise Performance Management (EPM) systems take the stage. Discover how they enhance scalability and reduce errors, proving indispensable for financial planning and analysis. Strategy and feedback form the heartbeat of effective project management, and we get strategic about how to approach it. Setting clear objectives and being open to iterative feedback are crucial, and sometimes, the 80-90% solution is the key to moving forward. We discuss the role of AI, especially large language models like GPT, in reshaping financial workflows. Learn how these advancements are not only changing the way we work but also the way we think about our tools and processes. The episode doesn't stop there—it delves into the personal side of things, sharing how hands-on practice often trumps traditional education in the financial realm. We round off this rich discussion with insights from Carl of SidemanFinancial.com, whose expertise in advisory services and mentorship truly enlightens. Karl doesn't just offer advice; he lives it, actively engaging on LinkedIn and offering resources that can turbocharge your financial savvy. His approachable style and depth of knowledge make this episode a must-listen for anyone looking to enhance their financial understanding or seeking guidance on how to navigate the complex financial landscape. Join us and equip yourself with the know-how to make informed decisions in an ever-evolving financial world. ------SHOW NOTES------ Find Carl on LinkedIn - https://www.linkedin.com/in/carlseidman/ Check out Seidman Financial - https://seidmanfinancial.com/ ------CHAPTERS------ (00:00) Choosing the Right Planning Tool (11:29) The Importance of Process and Feedback (25:30) Learning, Efficiency, and Power Query (30:05) Data Formatting and Analysis Tools (37:29) Finding More Information About Sideman Financial https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
More goodies at www.techforfinance.com | Have you ever wondered how the fast-paced world of finance technology shapes our understanding of numbers and narratives? Finance tech maven Adam Shilton joins us for an engaging exploration into the transformative role of AI in finance and accounting. With a history that leaps from music to mastering the tech world, Adam weaves a tale of innovation, emphasizing the power of data storytelling to turn complex analytics into compelling business insights. Throughout our conversation, we navigate the forest of new AI advancements, learning how to identify the true trailblazers among them—those tools that not only intrigue but also meet rigorous industry standards like SOC2. Our journey with Adam doesn't stop at tool evaluation; it's a deep dive into the heart of technology adoption in finance. As we peek behind the curtain of software demos, Adam dispels the myth of finance as a tech-laggard, revealing a sector that's embracing change as swiftly as any other, driven by a pandemic-prompted leap towards automation. We also examine the critical role of CFOs in championing these tech adoptions, and the importance of showcasing not just new technology, but its tangible value to the business. The finale of our episode with Adam is a glimpse into the not-so-distant future, where AI co-pilot tools are integrated into familiar platforms like Word and Excel. Imagine the revolutionary impact of AI assisting with everything from formulas to formatting—potentially ushering in a new era of efficiency where the once-daunting becomes approachable. We discuss the potential spike in user adoption rates and stress that the reliability of these tools is paramount for enhancing trust and user experience. Join us as we unravel the many facets of AI's evolving role in finance, led by a guide who's as fluent in tech talk as he is in the language of ledgers. ------SHOW NOTES------ Subscribe to the 'Tech for Finance' Podcast - https://pod.link/1628188164 Subscribe to the 'Finance Master' Podcast - https://audioboom.com/channels/5086131-financemaster ------CHAPTERS------ (00:00) AI in Finance and Accounting (08:20) Navigating New Technologies in Finance (13:42) Finance Software Demos and Technology Adoption (21:50) Impact of Co-Pilot on Data Adoption Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
More goodies at www.techforfinance.com | Could AI herald the dawn of a new age in the finance world, or are we blindly empowering a future corporate juggernaut? Together with my colleague Daniel Lawrence, we pull back the curtain on the transformative potential of Microsoft Copilot in the realm of finance and technology. As the lines between human ingenuity and artificial intelligence blur, we share our firsthand experiences with this AI-driven assistant and dissect how it's shaping our daily tasks. We're not just bystanders to innovation; we're at the helm, steering the conversation on the delicate balance between embracing AI's ease of use and preserving the indispensable human touch. Join us as we dissect the "learn, assist, do" model, painting a picture of AI as a collaborator in the learning process and a partner in productivity. We don't shy away from the tough questions, probing the ethical minefields of AI in business, from recruitment to cybersecurity. With an eye towards the future, we discuss the importance of corporate strategies that align with AI integration, and reflect on the implications of big tech's dominance on competition and consumer choice. Consider this episode a compass, guiding finance professionals through uncharted AI territory, ensuring they come out as navigators, not passengers. As we wrap up our expedition into AI's role in business, we leave no stone unturned, examining the true cost and ROI of AI adoption. We offer practical advice for IT organizations and finance departments, emphasizing the necessity for transparency, rigorous testing, and the understanding that learning to code is more nuanced than it seems. From the future of coding to the governance of AI solutions, this episode is a deep dive into the complexities and opportunities that lie ahead for the finance industry. So, tune in and equip yourself with the knowledge to make informed decisions in a world increasingly driven by artificial intelligence. ------SHOW NOTES------ Subscribe to the 'Tech for Finance' podcast - https://pod.link/1628188164 Subscribe to the 'Beanies in a Pod' Podcast - https://beaniesinapod.buzzsprout.com/ ------CHAPTERS------ (00:00) Microsoft Copilot (14:32) Using AI for Learning and Assistance (21:47) Big Corporations and AI Governance Impact (26:29) Challenges of AI in Business (39:10) Learning to Code (50:35) Implementing AI and Cost Analysis Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 The Trillion Dollar Question: Is There a Pain-free Shortcut to Mastery? - Carl Seidman (Pt. 1) | Ep.053 32:42
More goodies at www.techforfinance.com | Join us on Tech for Finance as we engage with the esteemed Carl Seidman, a financial heavyweight, in a riveting conversation about the convergence of technology and mastery within the finance realm. We navigate the often irresistible human penchant for shortcuts and ponder the ramifications for those striving for excellence in their respective careers. Carl, with his profound experience in FP&A, shares his wisdom on strategic planning, forecasting, and optimizing working capital, as well as his counterintuitive views on AI and technology. Beyond finance, Carl regales us with tales of his culinary escapades and an openness to exploring unconventional local cuisine while globetrotting. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off Listen in as we unravel the complexities and limitations of artificial intelligence in the finance sector. I reflect on my own journey from a know-it-all professional to one humbled by the enormity of what I don't know, stressing the significance of pushing one another towards continuous growth and staying abreast of the latest industry knowledge. We dissect the difference between AI tools that are simply user-friendly and those that truly harness data to propel businesses forward. We also delve into the past overestimations surrounding big data, and discuss the exciting prospects of generative AI, all while acknowledging the enduring value of established financial technologies. In this enlightening session, we extend an invite to the AI Finance Club, underscoring the importance of integrating AI into financial work with prudence. Through personal stories, I illustrate the pitfalls of relying too heavily on AI without proper discernment, emphasizing the necessity for finance professionals to trust their instincts on when AI hits the mark—and when it doesn't. We also contemplate the influence of AI on junior team members and their ability to vet AI conclusions. Wrapping up the discussion, we confront the reliability of AI tools in research, comparing their capacity to provide credible data, and confront the challenge of discerning trustworthy information in an era where skepticism and verification are paramount. ------SHOW NOTES------ Find Carl on LinkedIn - https://www.linkedin.com/in/carlseidman/ Check out Seidman Financial - https://seidmanfinancial.com/ ------CHAPTERS------- (00:00) The Trillion Dollar Question (04:58) Limits of AI in Finance Exploration (15:37) Integrating AI in Finance (30:39) Evaluating Research Tools and Credible Sources Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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The Adam Shilton Podcast
1 AI is Lying to You: Don’t Let Biases Turn Your Work Into a Horror Film - Business Breaks (Pt. 2) | Ep.052 43:02
More goodies at www.techforfinance.com | Listen in as we tackle the multifaceted challenges of AI, starting with its inherent biases that can skew results toward extremes. From an experiment that oscillates between beauty and grotesque in image generation to the frustrations of transforming a PDF into a coherent strategy document, we share firsthand the limitations of AI and the importance of specialized models for specific tasks. Our discussion also wades into the murky waters of ethical considerations in AI, especially in finance, where data privacy and the responsible use of sensitive information are paramount. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off Join us and our guest, Adam Shilton, as we navigate the delicate balance between embracing AI tools and maintaining human oversight. We recount Christian Martinez's advice from Kraft Heinz on using platforms like Google Colab for data protection and highlight the barriers small businesses face in accessing private AI platforms. Our conversation underlines the critical role of human validation to ensure brand compliance and explores the biases ingrained in AI, emphasizing the need for vigilance when utilizing AI-generated content. Wrapping up, we explore the journey of building a following on LinkedIn, moving from a focus on vanity metrics to the creation of impactful content that inspires action. We get excited about the future of AI as we discuss tools like PodiumPage and the possibilities of AI co-pilots in professional settings. Adam shares his insights on leveraging technology and the upcoming AI Finance Club, offering avenues for our listeners to connect and learn more about his work in the finance technology sector. So tune in for an enlightening episode that examines the intersection of AI, ethics, and the power of personal branding. ------SHOW NOTES------- Check out Business Breaks - https://businessbreaks.club/ ------CHAPTERS------- (00:00) Challenges and Considerations in Implementing AI (06:22) Challenges and Biases in AI Usage (21:48) Building a Following and Measuring Impact (31:45) Future AI Tools and Co-Pilots (35:38) Leverage and Future Projects With Adam (42:01) Website and Newsletter Subscription Instructions Subscribe to the Newsletter at - https://newsletter.techforfinance.com…
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