EP 09: Mastering Data Integrity in Finance w/ Jane Sarah Lat
Flow Podcast
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: 👉 Jane Sarah Lat LinkedIn Profile: 👉 Managing Data Integrity for Finance - Kindle Edition: 👉 Packt Publishing Website: 👉 Github Repository for her Book:...
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EP 08: Become a ChatGPT Power User in Accounting & Finance w/ Nicolas Boucher
Flow Podcast
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: 👉 “ChatGPT Mastery for Management Accountants" course: 👉 Nicolas LinkedIn Profile:...
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EP 07: How to Become a Fractional CFO w/ Josh Aharonoff
Flow Podcast
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: 👉 Josh LinkedIn Profile: 👉 Josh YouTube Channel: 👉 Josh Website: 👉 Mighty Digits Website: 👉 Excel Plug-in: -------------------- Topics Covered: 00:30 Introducing the Guest...
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EP 06: Relationship & Dating Tips for Finance Executives w/ Katarina Polonska
Flow Podcast
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: 👉 Katarina’s...
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EP 05: Data Storytelling Tips for CFOs w/ Soufyan Hamid
Flow Podcast
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: 👉 Soufyan Hamid LinkedIn Profile: 👉 Soufyan’s Website: -------------------- Topics Covered: 01:03...
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EP 04: Will Accountants Become Data Scientists by 2030? w/ Joshua Ebner
Flow Podcast
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: 👉 Joshua Ebner LinkedIn Profile: 👉 Sharp Sight: ...
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EP 03: How to Enhance FP&A w/ Data Visualization
Flow Podcast
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: 👉 John Sanchez LinkedIn Profile: 👉 Edward Tufte Books: 👉...
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EP 02: Executive Leadership and AI in Business w/ Don Voss
Flow Podcast
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: 👉 Don LinkedIn Profile: 👉Partner CFO Sigma Analytics: 👉Advisor Bus Development LogicInk Biosensors...
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EP 01: Microsoft Copilot Explained for Accounting & Finance Pros
Flow Podcast
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: 👉 Guest’s Name LinkedIn Profile: 👉 David’s Youtube Channel: 👉Article mentioned: Topics Covered: 00:00 Introduction to...
info_outlineHow 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/
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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
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