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 Guest01:24 Exploring Data Integrity and Book Recommendations04:30 Leading Data Integrity Audits and Implementations08:53 The Consequences of Poor Data Integrity in Financial Decisions11:56 How Data Accuracy Influences Profitability15:22 Technology’s Role in Enhancing Data Integrity for Finance Teams18:00 Jane’s Strategy for Adapting to Changes in Finance23:01 Essential Qualities for Finance Leaders24:45 Future Challenges in Maintaining Data Integrity -------------------- 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 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 Guest03:20 Why management accountants should learn ChatGPT05:36 Nicholas demonstrates a framework for using the Ai15:50 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 flow48:33 Questions and answers segment 01:00:27 Nicholas's last thoughts -------------------- 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

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 Guest02:11 Software tools for cohesive lead generation and management08:12 Common financial mistakes startups make and how to avoid them16:25 Josh’s story as A Fractional CFO23:06 from corporate executive to Fractional CFO26:32 gaining specialization for offering fractional CFO services29:59 Remote Work and Global Talent Sourcing -------------------- 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 Guest04:37 Strategies for energy and time management07:09 Dating apps: Pros and Cons10:56 Applying behavioral science to improve dating success19:14 The Four Attachment Styles27:04 Balancing analytical mindset with emotional intelligence31:10 Tips for single finance professionals on financial discussions35:51 Traits to look for in a potential long-term partner38:31 Deciding to stay or leave a long-term relationship40:57 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 Storytelling05:40 Challenges for Finance Professionals in Financial Storytelling11:40 Tactical Steps to Move Forward12:26 Is Less More? Presenting Data & KPIs19:46 Tailoring Presentations to Specific Audiences22:41 Role of Charts in Financial Storytelling25:32 Visual Presentations and Animations to Enhance Understanding27:45 Accepting and Responding to Feedback33:32 Tips and Practices for Presenters After the Meeting35:38 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: https://www.cpeflow.com/free    #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 Ebner01:10 What is Data Science, and What do Data Scientists do06:32 Data Science Tools: SQL, Python, Seaborn11:23 Embracing Data Science Skills in the Finance Sector18:37 Transitioning from major companies to founding his own company22:04 Service of Sharp Sight25:06 Importance of machine learning skills28:38 How AI will make tech workers more productive34:08 What is Synthetic Data and AI Data Limitations38:25 The Future of Technology and adding Sensors to Everything43:50 Robotics and Machine Learning Techniques50:50 Generative AI Models, and Video Models52:40 Does OpenAI 4.0 API damage custom AI Companies56:25 How should accounting financial professionals approach generative AI58:35 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 Sanchez00:57 What Motivated John to Shift and Initial Challenges Faced04:45 The Importance of Soft Skills in Financial Planning and Analysis07:15 Tactical Empathy by Chris Voss08:39 How to Develop Storytelling Skills with Numbers11:57 Effective Presentation with Data and Graphs15:18 Data Visualization Storytelling & Book by Cole Nussbaumer Knaflic16:39 John’s Data Visualization Course19:20 Top Tips for Professionals in Communicating Complex Financial Information22:30]Certified Virtual Presenter Certification26:08 FP&A Fast Track27:38 Career Transition Advice from Managerial Accounting into FP&A36:27 Entry Level FP&A to a Leadership Role37:48 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: https://www.cpeflow.com/free    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

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 Introduction00:47 Guest Introduction: Don Voss02:53 Adapting leadership styles for diverse business areas04:17 Prioritizing different needs06:10 Strategies for driving organizational growth and innovation08:00 Ensuring everybody stays cohesive and marching towards one vision for a company09:28 Transformative impact of AI on business operations16:20 Leveraging AI analytics for decision making20:51 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 Copilot03:06 Benefits of Copilot vs. ChatGPT 06:16 Copilot's Impact on Accounting and Finance10:19 Baseline Knowledge for Using Copilot in Excel11:46 Using Copilot as an Excel Tutor16:14 Challenges in Teaching Copilot 17:00 Starting with Familiar Tools20:18 Advanced Tasks with Copilot22:57 Future Releases of Copilot24:22 Ethical Concerns with Copilot 26:04 AI in Complex Computational Problems problems34:08 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