Mastering Data Integrity in Finance | In this episode, I sit down with Jane Sarah Lat, a finance consultant with over 14 years of experience, to discuss the importance of data integrity in finance and how it impacts decision-making and profitability. Discover practical tools and strategies to improve data accuracy and optimize financial processes.

RESOURCES & LINKS MENTIONED:

👉 Earn CPE Credits: www.cpeflow.com

👉 Jane Sarah Lat LinkedIn Profile: https://www.linkedin.com/in/janesarahlat/ 👉 Managing Data Integrity for Finance - Kindle Edition: https://www.amazon.com/Managing-Data-Integrity-Finance-professionals-ebook/dp/B0CN7DGY92

👉 Packt Publishing Website: https://www.packtpub.com/en-au/product/managing-data-integrity-for-finance-9781837630141

👉 Github Repository for her Book: https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance

-------------------- Topics Covered:

• 00:43 Meet Our Guest
• 01:24 Exploring Data Integrity and Book Recommendations
• 04:30 Leading Data Integrity Audits and Implementations
• 08:53 The Consequences of Poor Data Integrity in Financial Decisions
• 11:56 How Data Accuracy Influences Profitability
• 15:22 Technology's Role in Enhancing Data Integrity for Finance Teams
• 18:00 Jane's Strategy for Adapting to Changes in Finance
• 23:01 Essential Qualities for Finance Leaders
• 24:45 Future Challenges in Maintaining Data Integrity

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SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

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How to Use ChatGPT in Accounting & Finance | Join me and Nicolas Boucher in this insightful live event where we explore the world of ChatGPT and AI in finance. Learn how you, as a management accountant, can leverage AI tools to boost productivity, solve problems, and streamline processes. We'll share practical tips and real-world examples to help you elevate your financial and managerial accounting skills using cutting-edge technology.

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com 👉 "ChatGPT Mastery for Management Accountants" course: https://www.cpeflow.com/course/chatgpt-mastery-for-management-accountants 👉 Nicolas LinkedIn Profile: https://www.linkedin.com/in/bouchernicolas/ 👉 Nicolas Website: https://ai-finance.club/

-------------------- Topics Covered:

• 01:52 Introducing the Guest
• 03:20 Why management accountants should learn ChatGPT
• 05:36 Nicholas demonstrates a framework for using the Ai
• 15:50 Key considerations: Tools, information sharing, and contractual boundaries
• 20:34 Uploading an Excel file to find trends in data
• 26:43 Generating data analysis and visualizations
• 30:02 Learning Python: Required or optional?
• 40:05 What is the AI's margin of error?
• 44:22 What people can expect from the course on CPE flow
• 48:33 Questions and answers segment
• 01:00:27 Nicholas's last thoughts

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• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

https://www.cpeflow.com/free

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

What is a Fractional CFO & How to Become One | In this episode, I talk with Josh Aranoff, a fractional CFO, about how a fractional CFO can help startups manage their finances, avoid common mistakes, and plan for the future. We also explore financial tools, forecasting, and best practices to ensure success as a Fractional CFO.

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com 👉 Josh LinkedIn Profile: https://www.linkedin.com/in/joshaharonoff/ 👉 Josh YouTube Channel: https://www.youtube.com/@yourcfoguy 👉 Josh Website: www.yourcfoguy.com 👉 Mighty Digits Website: http://www.mightydigits.com/ 👉 Excel Plug-in: http://www.modelwiz.com/

-------------------- Topics Covered:

• 00:30 Introducing the Guest
• 02:11 Software tools for cohesive lead generation and management
• 08:12 Common financial mistakes startups make and how to avoid them
• 16:25 Josh's story as A Fractional CFO
• 23:06 from corporate executive to Fractional CFO
• 26:32 gaining specialization for offering fractional CFO services
• 29:59 Remote Work and Global Talent Sourcing

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SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

https://www.cpeflow.com/free

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

For Accounting and Finance Executives | In this episode, Katarina Polonska, a high-performance executive relationship coach and founder of the Successfully in Love® Method, shares valuable tips on how finance executives can succeed in their personal relationships. From finding the right partner to enhancing an existing relationship, Katarina walks us through her process based on the behavioral science of attraction. Don't miss this conversation to learn how to balance professional success with love!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 Katarina's Website: https://www.katarinapolonska.com/ 👉 Katarina LinkedIn Profile: https://www.linkedin.com/in/katarina-polonsky/

👉 Katarina Instagram Profile: https://www.instagram.com/katarinapolonska/

-------------------- Topics Covered:

• 00:30 Introducing the Guest
• 04:37 Strategies for energy and time management
• 07:09 Dating apps: Pros and Cons
• 10:56 Applying behavioral science to improve dating success
• 19:14 The Four Attachment Styles
• 27:04 Balancing analytical mindset with emotional intelligence
• 31:10 Tips for single finance professionals on financial discussions
• 35:51 Traits to look for in a potential long-term partner
• 38:31 Deciding to stay or leave a long-term relationship
• 40:57 Relationship habits for long-term success for executives

--------------------

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

https://www.cpeflow.com/free

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

Key Skill for Future CFO Jobs | In this episode, we explore a key skill for future CFOs with Soufyan Hamid, a master of financial presentations and narrative. Joining us from Brussels, Soufyan shares how to transform financial data into compelling stories, helping finance professionals craft impactful visuals and master their delivery.

Discover how to turn data into persuasive narratives that captivate and convince!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 Soufyan Hamid LinkedIn Profile: https://www.linkedin.com/in/soufyanhamid/

👉 Soufyan's Website: https://www.thefinancecircle.com/

-------------------- Topics Covered:

• 01:03 Concept of Financial Storytelling
• 05:40 Challenges for Finance Professionals in Financial Storytelling
• 11:40 Tactical Steps to Move Forward
• 12:26 Is Less More? Presenting Data & KPIs
• 19:46 Tailoring Presentations to Specific Audiences
• 22:41 Role of Charts in Financial Storytelling
• 25:32 Visual Presentations and Animations to Enhance Understanding
• 27:45 Accepting and Responding to Feedback
• 33:32 Tips and Practices for Presenters After the Meeting
• 35:38 Golden-Nugget Advice for Finance Professionals

--------------------

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

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#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

Data Science Impact in Accounting & Finance || In this episode, we talk with Joshua Ebner, Founder and Chief Data Scientist at Sharp Sight, about the impact of data science in accounting and finance. With 20 years of experience at companies like Apple and Bank of America, Josh shares how analytics, machine learning, and AI are transforming the industry.

Don't miss this fascinating conversation about the future of accounting and finance!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 Joshua Ebner LinkedIn Profile: https://www.linkedin.com/in/joshuaebner/

👉 Sharp Sight: https://www.sharpsightlabs.com/

-------------------- Topics Covered:

• 00:30 Introduction to Joshua Ebner
• 01:10 What is Data Science, and What do Data Scientists do
• 06:32 Data Science Tools: SQL, Python, Seaborn
• 11:23 Embracing Data Science Skills in the Finance Sector
• 18:37 Transitioning from major companies to founding his own company
• 22:04 Service of Sharp Sight
• 25:06 Importance of machine learning skills
• 28:38 How AI will make tech workers more productive
• 34:08 What is Synthetic Data and AI Data Limitations
• 38:25 The Future of Technology and adding Sensors to Everything
• 43:50 Robotics and Machine Learning Techniques
• 50:50 Generative AI Models, and Video Models
• 52:40 Does OpenAI 4.0 API damage custom AI Companies
• 56:25 How should accounting financial professionals approach generative AI
• 58:35 Key Skills for Aspiring Data Scientist for business and machine learning

--------------------

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

https://www.cpeflow.com/free

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

How to Enhance FP&A w/ Data Visualization || In this episode, learn how to enhance FP&A with data visualization with John Sanchez, who has over 20 years of experience at companies like Arby's, AutoNation, and Royal Caribbean Cruises. Now, as the founder of FPA Group, John provides FP&A consulting and training, focusing on soft skills like communication and emotional intelligence. Don't miss his valuable insights and perspectives!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 John Sanchez LinkedIn Profile: https://www.linkedin.com/in/fpajohn/

👉 Edward Tufte Books: https://www.edwardtufte.com/tufte/books_vdqi

👉 FP&A Group: https://thefpagroup.com/

-------------------- Topics Covered:

• 00:25 Introduction to John Sanchez
• 00:57 What Motivated John to Shift and Initial Challenges Faced
• 04:45 The Importance of Soft Skills in Financial Planning and Analysis
• 07:15 Tactical Empathy by Chris Voss
• 08:39 How to Develop Storytelling Skills with Numbers
• 11:57 Effective Presentation with Data and Graphs
• 15:18 Data Visualization Storytelling & Book by Cole Nussbaumer Knaflic
• 16:39 John's Data Visualization Course
• 19:20 Top Tips for Professionals in Communicating Complex Financial Information
• 22:30]Certified Virtual Presenter Certification
• 26:08 FP&A Fast Track
• 27:38 Career Transition Advice from Managerial Accounting into FP&A
• 36:27 Entry Level FP&A to a Leadership Role
• 37:48 Conclusion and Resources for Further Learning

--------------------

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here:

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Executive Leadership and AI in Business || Explore executive leadership and AI in business with Don Voss, a Partner at Sigma Analytics and Co-Founder of SoftwareBots.AI. With over 25 years of experience in sales and strategic partnership marketing, Don shares his insights on how artificial intelligence is transforming the business landscape. Don't miss this valuable perspective from an industry leader!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 Don LinkedIn Profile: https://www.linkedin.com/in/donaldwvoss/

👉Partner CFO Sigma Analytics: https://www.SigmaAnalytics.biz

👉Advisor Bus Development LogicInk Biosensors San Francisco: https://www.Logic.Ink

👉IQ EQ PQ (Reach your potential): https://www.positiveintelligence.com/

👉Free Assesment of 9 ways we self sabotage: https://assessment.positiveintelligence.com/saboteur/overview

--------------------

Topics Covered:

• 00:00 Introduction
• 00:47 Guest Introduction: Don Voss
• 02:53 Adapting leadership styles for diverse business areas
• 04:17 Prioritizing different needs
• 06:10 Strategies for driving organizational growth and innovation
• 08:00 Ensuring everybody stays cohesive and marching towards one vision for a company
• 09:28 Transformative impact of AI on business operations
• 16:20 Leveraging AI analytics for decision making
• 20:51 Crucial soft skills for today's leaders, including IQ, EQ, and PQ

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here: https://www.cpeflow.com/free

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

Microsoft Copilot for Accounting & Finance Pros || Discover how Microsoft Copilot can revolutionize accounting and finance. In this video, we feature David Fortin, who demonstrates the amazing tools and features Copilot offers to optimize your work and enhance accuracy in your financial tasks. Don't miss this essential guide for accounting and finance professionals!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 Guest's Name LinkedIn Profile: https://www.linkedin.com/in/david-fortin-cpa-816b20b5/ 👉 David's Youtube Channel: https://www.youtube.com/@piggybankaccountant

👉Article mentioned: https://ca.finance.yahoo.com/news/openais-cto-said-she-wasnt-222610962.html

Topics Covered:

• 00:00 Introduction to Microsoft Copilot
• 03:06 Benefits of Copilot vs. ChatGPT
• 06:16 Copilot's Impact on Accounting and Finance
• 10:19 Baseline Knowledge for Using Copilot in Excel
• 11:46 Using Copilot as an Excel Tutor
• 16:14 Challenges in Teaching Copilot
• 17:00 Starting with Familiar Tools
• 20:18 Advanced Tasks with Copilot
• 22:57 Future Releases of Copilot
• 24:22 Ethical Concerns with Copilot
• 26:04 AI in Complex Computational Problems problems
• 34:08 Resources for Learning Copilot

SAY HI ON SOCIAL:

• CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/
• Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
• Instagram: https://www.instagram.com/cpe_flow/

Listen to the Flow Podcast here: https://www.cpeflow.com/

#cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits