In this insightful conversation, Adam and Sam Mallikarjunan, General Manager at Agent.ai, delve into practical AI adoption strategies beyond the hype. Sam outlines three key buckets for effective AI implementation: automating tedious tasks, accessing skills beyond your expertise, and enhancing human communication.What makes this discussion unique is their focus on how AI is leveling the playing field for small businesses, with Sam sharing real examples from a local pub using AI for inventory optimization to his 16-year-old nephew building sophisticated AI agents. The conversation builds toward a compelling vision of the future workplace—one where specialists thrive, fractional work becomes the norm, and genuine human connection becomes our most irreplaceable asset.—SHOW NOTES—Guest: Sam Mallikarjunan - General Manager at Agent.ai, former Head of Growth at HubSpot Labs- LINKS-- Agent.ai - https://agent.ai/ - Free platform for building AI agents- Agent.ai Community - https://community.agent.ai/ - Join the community of agent builders- Sam Mallikarjunan on LinkedIn - https://www.linkedin.com/in/mallikarjunan/- RESOURCES-- Dharmesh Shah - Founder of HubSpot and founder of Agent.ai- HubSpot - Marketing, sales, and customer service platform- Perplexity - AI search tool that Sam recommends over Google- Krisp AI - Meeting transcription tool- Zoom AI Companion - AI tool that provides meeting context and explanations- Made to Stick (book) by Chip and Dan Heath - About why some ideas are remembered- Decide (book) by Chip and Dan Heath - About making better decisions- Shoe Dog (book) by Phil Knight - Nike founder’s biography- “Special Forces Innovation” - Article about how DARPA designs and manages teams—CHAPTERS—- (00:02:00) - Why we should be both “scared and greedy” about AI adoption- (00:05:00) - The “artificially educated intern” phase of AI development- (00:09:00) - Spotting the difference between autonomous agents and AI workflows- (00:13:00) - Three practical buckets for effective AI implementation- (00:17:00) - Using AI to enhance cross-cultural communication and understanding- (00:24:00) - Connecting seemingly unrelated concepts like Japanese gift wrapping and sales- (00:31:00) - How AI is democratizing skills previously limited to large corporations- (00:38:00) - AI’s role in moving marketing beyond incremental improvements- (00:44:00) - Small businesses leveraging AI without technical expertise- (00:55:00) - Specialists vs generalists: Creating competitive advantage in the AI era- (01:07:00) - The power of perspective over polish in content creation- (01:12:00) - Trust and gratitude as irreplaceable elements in an AI-powered world- (01:18:00) - How Agent.ai is making powerful AI tools accessible to everyone
In this value-packed conversation, Adam Shilton and former CFO turned content creator CJ Gustafson debunk common misconceptions about AI's impact on business while sharing tactical insights about metrics that actually matter. CJ draws from his finance background to explain why AI is creating efficiency gains rather than replacing jobs, how companies misunderstand customer churn, and why giving your brain space to make connections is critical for success. The discussion seamlessly blends practical business advice with reflections on authenticity, revealing why being uniquely you remains the most powerful differentiator in a world obsessed with AI-generated content.
--SHOW NOTES--
- CJ Gustafson: Founder of Mostly Metrics newsletter and host of Run the Numbers podcast | (http://mostlymetrics.com)
- Twitter: @CJGustafson222
- LinkedIn: CJ Gustafson(https://www.linkedin.com/in/cj-gustafson-13140948/)
- ReadWise: App mentioned for capturing newsletter insights and book (http://readwise.io)
- Very Good Copy: Newsletter and book by Eddie Shleyner | (http://verygoodcopy.com)
- "Steal Like an Artist" by Austin Kleon: Book discussed about creative process
- Apollo.io: Sales engagement platform mentioned as example of good onboarding | (http://apollo.io)
- Clay: Sales intelligence platform competing with Apollo | (http://clay.com)
- Diary of the CEO: Podcast with Mr. Beast episode referenced
- TEDx Talk: Adam's presentation "How Technology Can Enable a Rockstar Career That Makes Money"
- GoDaddy: Discussion about their expansion beyond domains to help small businesses
- Upstart: Publicly traded company where Sanjay Dadada (former Google executive) serves as CFO
- Relay app: AI agent platform by Jacob Bank mentioned
--CHAPTERS--
(00:01:00) - The reality of AI in business: efficiency gains not job replacement
(00:05:00) - Domain expertise matters: why AI can't replace industry knowledge
(00:08:00) - Finding authenticity in content: the pitfalls of forced expertise
(00:13:00) - The power of consistency and doing boring things repeatedly
(00:1800) - Data analysis mistakes: how to avoid getting lost in metrics
(00:21:00) - When technical experts need to develop presentation skills
(00:27:00) - Grifters and scams: human nature hasn't changed with tech
(00:33:00) - Run the Numbers podcast: the CFO playbook you wish you had
(00:38:00) - Customer experience: the eight phases in the first 100 days
(00:42:00) - Creative onboarding tactics: how companies fight against churn
(00:45:00) - Building a newsletter business: finding audience-market fit
(00:49:00) - Content creation process: developing your unique perspective
(00:53:00) - The importance of letting your brain connect dots during downtime
(00:58:00) - What it means to be irreplaceable in the age of AI
Adam 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
In 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
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
In 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
For 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!
Watch 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
In 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 ------
------ 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
In 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
In 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
Join 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
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
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
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.
