FinPod

In today's episode of What's New at CFI, join us as we talk about the G in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance issues and financial materiality.

Today, we focus on governance issues – which are arguably the most important. Why? without proper governance, how could anything be actioned?

In today's episode of What's New at CFI, join us as we talk all about the S in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance issues and financial materiality. 

Today we focus on what social issues are and how they can pose potential risks and opportunities for investors and business operators alike.

In today's episode of What's New at CFI, join us as we talk all about the E in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance issues and financial materiality. 

Today we kick things off by talking about environmental issues, which are often the most tangible and readily understood amongst ESG topics. In our discussion, we talk about how they can pose potential risks and opportunities for investors and business operators alike.

In this episode of Careers in Finance on FinPod, we sit down with Eric Mason, CFO of the City of Quincy, to explore his journey into municipal finance. Eric shares how his background as an economist, economic advisor, and chief analyst prepared him to take on the CFO role during the pandemic, leading his team through uncertainty with resilience and innovation. His story is a testament to the power of adaptability and continuous learning in finance.

Eric dives into his groundbreaking initiatives, including leading the first blockchain bond in U.S. municipal finance, and explains how public finance can drive transparency, innovation, and community impact. From maximizing taxpayer dollars to embracing new technology, Eric offers practical insights and inspiration for finance professionals and public service enthusiasts alike.

In today's episode of What's New at CFI, we are talking about one of your favorite topics: Mergers and Acquisitions, or better known as, M&A! We're so excited to be bringing you a more bite-sized course on the topic so join us as we talk about how we've tailored this course and what you can expect to learn.

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Devrhoid Davis, who shares how following his passion and pursuing what made him curious led him from medical radiation physics to finance. 

During the episode, Devrhoid shares his unconventional path into finance and how he finds himself in a full-circle moment today as he aspires to find a business in robotic prosthetics. From his academic studies in medical physics to multiple roles in capital markets, Devrhoid discusses how his unique path now empowers him to be able to pursue entrepreneurship with more than just a great idea but, moreover, a sharp business acumen. With his background in capital markets, Devrhoid speaks to the importance of understanding the financing of a business and how he does and plans to further give back to the small/medium business owners of his native Jamaica's economy.

It's not about the extraordinary, it's about making it ordinary. In this episode we talk about our Normalizing Income Statements course where we spotlight the importance of making company income statements reflect their true underlying profitability by adjusting for any one-off or non-recurring events that make profits look more volatile than they really are.

In this episode of Careers in Finance, we sit down with Co-Founder of CFI, Scott Powell. If you are familiar with CFI, then you will know Scott as an instructor and coach. But today, he's showing you a different side as he shares his personal career journey. 

Join us as Scott shares how finding his passion was a process of elimination, and how his full circle career roots his deep passion for mentorship. During this episode, Scott talks about how he wanted his very first job to be in investment banking, but his parents strongly encouraged him to go into Accounting (thanks, Mom and Dad!). But every step has a purpose, and it's through earning his CPA and his time at EY that he found his passion for teaching, and specifically adult education in Investment Banking and Capital Markets. While there is no surprise where his career takes him in the end, Scott's journey demonstrates why the in-between is what makes life so interesting.

Data analysis has had some immense benefits with the introduction of ChatGPT. A great deal of the 'heavy lifting' can be done with ChatGPT, but it takes a bit of getting used to in order to take advantage of it. Try it out with our course on how to use ChatGPT for data analysis.

In this episode of Careers in Finance on FinPod, we welcome back Ashok Manthena, founder of Chatfin.ai and finance analytics expert. Ashok shares insights on how generative AI is impacting finance—from FP&A to tax and treasury—by automating tasks like reconciliation and variance analysis. We discuss how AI is improving data access, enhancing forecasting accuracy, and enabling real-time analysis, creating game-changing efficiencies for finance teams. 

Ashok also explains the hurdles to AI adoption, particularly team readiness for automation, and offers practical advice on leveraging AI tools like Chatfin.ai for finance professionals, especially those working with Excel. Tune in as we discuss what a future landscape driven by AI looks like.