Tech for Finance
Adam Shilton
Recent Episodes
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
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