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Helping finance professionals leverage technology to level up their lives. Discussing the latest finance & tech trends from AI & automation, to data & analytics, to finance transformation. Welcoming industry experts from all over the world, passing their years of experience on to you. Get up to speed and stay ahead by listening now! Extra Goodies? - Sign up for 'Framework Friday' at www.techforfinance.com - You can also find the show on YouTube - https://www.youtube.com/@adamshiltontech
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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…
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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 intention…
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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 technolo…
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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 th…
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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…
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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…
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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, m…
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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 …
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This video talks through a 3-step framework for deploying Python in finance.------CHAPTERS------1. Python Librarieshttps://spectacled-redcurrant-dae.notion.site/e28a304c1f034deda720dcdf42ba9ab5?v=4c851e78252c4f5e9f6b625e693f69e32. Library prompt https://chat.openai.com/share/c819bec9-3c65-437e-b24c-3a2b78a9210b3. Application prompthttps://chat.open…
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In this episode of Tech for Finance, we interview Stephanie Mertz, co-founder and CTO of Eisen, an innovative fintech platform aiming to transform dormant account management. With deep expertise in computer science and financial technology, Stephanie shares her perspectives on leveraging AI tools to solve problems, building resilient systems, the r…
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In this replay of the GrowCFO show, host Kevin Appleby talks with returning guest Adam Shilton about how finance teams can use AI tools like ChatGPT. They discuss the different categories of AI tools - personal productivity enhancers, data/analytics, and enhancements to existing software. Adam outlines examples in each category, like using AI assis…
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More goodies at www.techforfinance.com | Listen in as we navigate the intricate dance between AI and human intuition in the realm of financial forecasting and analysis. Together with my insightful guest Martin, we dissect the irreplaceable value of human touch in financial planning. We highlight how a strategic blend of AI tools and expert knowledg…
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Join us on this journey as we explore the groundbreaking potential of Microsoft Co-pilot in the world of finance, likening its innovative impact to the advent of the first iPhone. With esteemed guests Oli Deacon, former Microsoft finance director, and Adam Shilton, an expert in AI and finance, we peel back the layers of Co-pilot's early features an…
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Join us as we explore the ever-evolving intersection of technology and business models with our insightful guest, Dan Lawrence from Bots for that. This week, we're peering into the future with the Apple Vision Pro, an innovative AR headset that could revolutionize the way we work in finance. Microsoft's leap to ensure Office compatibility with this…
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More goodies at www.techforfinance.com | Unlock the secrets of technology's transformative power in financial planning with our latest episode where Martin Zych, Jirav's CEO, reveals how innovative tools are reshaping the industry. Ditch Excel and discover how sophisticated platforms can propel your financial strategies into the future. Alongside M…
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More goodies at www.techforfinance.com | Listen in as we explore the dynamic intersection of artificial intelligence and finance, a domain that's rapidly evolving from its nascent stages of predictive analytics to the sophisticated applications of generative AI. We kick things off by discussing the breadth of AI tools now accessible to businesses b…
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Have you ever aimed for perfection in your financial plans, only to realize that 'good enough' might be the smarter target? Our latest episode peels back the layers of financial planning, showing that precision isn't always the ultimate goal. Dive into the conversation as we explore the limitations of perfectionism in technical work and how tools l…
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More goodies at www.techforfinance.com | Have you ever wondered how the fast-paced world of finance technology shapes our understanding of numbers and narratives? Finance tech maven Adam Shilton joins us for an engaging exploration into the transformative role of AI in finance and accounting. With a history that leaps from music to mastering the te…
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More goodies at www.techforfinance.com | Could AI herald the dawn of a new age in the finance world, or are we blindly empowering a future corporate juggernaut? Together with my colleague Daniel Lawrence, we pull back the curtain on the transformative potential of Microsoft Copilot in the realm of finance and technology. As the lines between human …
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More goodies at www.techforfinance.com | Join us on Tech for Finance as we engage with the esteemed Carl Seidman, a financial heavyweight, in a riveting conversation about the convergence of technology and mastery within the finance realm. We navigate the often irresistible human penchant for shortcuts and ponder the ramifications for those strivin…
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More goodies at www.techforfinance.com | Listen in as we tackle the multifaceted challenges of AI, starting with its inherent biases that can skew results toward extremes. From an experiment that oscillates between beauty and grotesque in image generation to the frustrations of transforming a PDF into a coherent strategy document, we share firsthan…
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More goodies at www.techforfinance.com | Listen in as we explore the transformative power of AI and automation in the finance sector, where technology is changing the game. We're talking about a landscape where AI-driven tools enable professionals to grasp market trends and competitor strategies with unprecedented speed and precision. Our conversat…
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More goodies at www.techforfinance.com | Join us on Business Breaks as we welcome the incredibly versatile Adam Shilton, who seamlessly transitions his symphony of skills from music to mastering the intricate world of finance technology. Adam shares the melody of his life, illustrating how the harmonies of collaboration and the technicalities of mu…
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More goodies at www.techforfinance.com | Could the current AI craze be little more than a high-tech version of the 'turbo' fad of yesteryear? in this session we scrutinise the real impact of AI on software and the bold move by OpenAI to launch a GPT store. Our conversation navigates the waters of innovation and pragmatism, raising the shield of ske…
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More goodies at www.techforfinance.com | Could the secret to unlocking financial confidence in businesses lie within AI-enabled accounting platforms? Sasha Orloff, the innovative co-founder and CEO of Puzzle, joins us to navigate through the world of generative accounting, revealing how outdated tools are being replaced with tech that offers real-t…
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More goodies at www.techforfinance.com | Join us on this enlightening journey through the landscape of Python automation, AI models, and the power of a logical mindset in coding. In this installment, Nicolas recounts an eye-opening personal experience where my logical approach, not deep coding expertise, led to a successful automation feat. Togethe…
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More goodies at www.techforfinance.com | Imagine transforming the financial industry with a flick of technological magic. That's precisely the journey we embark on with Nicolas Boucher, the AI and finance maestro, who joins us to unravel the complexities of artificial intelligence's role in revolutionising finance. From pioneering adoption to advoc…
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More goodies at www.techforfinance.com | Join us as we wrap up our thrilling three-part journey through the landscape of AI in Finance, where the final leg takes us into the realm of bot creation with Poe. In this segment, I'm thrilled to share how Poe's robust free capabilities enable us to craft custom bots tailored to specific financial scenario…
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More goodies at www.techforfinance.com | Could the right combination of AI tools revolutionize your financial analysis? That's the question we unravel as we venture into the fusion of Noteable and ChatGPT, examining their collective force in tackling complex data. This episode is a treasure trove for those seeking to supercharge their financial ana…
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More goodies at www.techforfinance.com | Have you ever wondered how artificial intelligence is changing the face of finance? Find out as we sit down with Adam Shilton, the mastermind behind Tech for Finance, and delve into the captivating world of AI in this sector. We’ll uncover the ever-evolving state of AI in finance and discuss the most common …
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Listen in as we chat with Christopher Argent, founder of Generation CFO, a community that enables finance professionals to embrace digital capabilities. With a wealth of experience from his roles in companies like Amazon and Vodafone, Chris shares his insights on the rapid evolution of finance and technology, the necessity of a wide skill set, and …
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Join us as we sit down with Djibrane Larrabure, Chief Financial Officer of Kolleno, as he takes us through his transition from a consulting role to becoming the CFO of a fast-paced SaaS company. Gibran gives us an inside look into the key decision-making processes that are centered around understanding the clients' needs to better anticipate and me…
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Want to become a better learner? Curious about the power of automating financial tasks? Ever wondered about the growing influence of AI and Excel in the finance industry? In this episode, we have an engaging conversation with Richard Nero, Principal Consultant at Developex, that will uncover the answers. Prepare to be thrilled by Richard's infectio…
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Listen in as we engage in a stimulating conversation with Jamie-Lee Salazar, the dynamic CEO and Co-Founder of Cobbler, a trailblazing startup dedicated to revolutionizing the world of finance through the power of AI. In our discussion, Jamie shares how her company’s AI analyst is changing the game by enabling finance teams to prioritise high-value…
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Listen in as we explore the fascinating world of finance transformation with our esteemed guest, Anthony Perozzi. A well-known Finance Transformation Advisor, Author, and Founder of FT2OM, Anthony shares his vast experience and practical insights on how finance teams can evolve from mere reporters of results to crucial drivers of business value. He…
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Join us as we unpack the concept of Finance 5.0 with Anders Liu Lindberg, Parter and Chief Commercial Officer at the Business Partnering Institute. Anders guides us through the evolution of finance, from 4.0, which leveraged technology for efficiency, to 5.0, which brings the human element back to the center of the industry. He shares his expertise…
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In this episode, I feature as a speaker on the FP&A Podcast, hosted by Paul Barnhust, sponsored by Datarails. -- This special edition of FP&A Today sees 1,524 finance pros join a LinkedIn Live session. In this episode Paul and a special panel answer all your burning questions on how Finance teams are practically using AI to advance their careers (a…
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Join us as we welcome Ashok Manthena, founder of ChatFin and a leading voice in the world of AI and finance. With over a decade of experience in finance analytics, machine learning, and product strategy, Ashok brings a wealth of knowledge on how AI is revolutionizing the finance industry. Listen in as we discuss his vision for ChatFin and how the i…
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Join us for a compelling conversation with Gary Cokins, the founder and CEO of Analytics-Based Performance Management. Throughout this enlightening episode, we traverse Gary's impressive career, from his football days at Cornell University to his impactful roles at Deloitte, KPMG, and SAS. Gary, a celebrated author and inspirational figure in the w…
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Episode 033: Join us as we engage with Dr Liren Edelist, a strategic executive leader with over 20 years of experience in Enterprise Performance Management (EPM) and Customer Performance Management (CPM). We navigate the intriguing realm of EPM and CPM, exploring how these strategies can provide valuable insights to CEOs and management teams. Dr. E…
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Episode 032: Where we learn from Roi Ben Daniel, founder and CEO of Received. Listen in as Roi walks us through his journey from being a platoon commander in the Israeli Defense Forces to becoming the founder of Received, a platform designed to help finance teams tackle complex billing challenges. He explains the need for a fresh wave of CFO soluti…
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Join us as we sit down with Julio Martinez, co-founder and CEO of Abacum, to discuss his journey from banking to tech entrepreneurship, and how he built strategic finance teams in tech. Julio offers fascinating insights into his move to the US with his family to co-found Abacum, a company providing FD&A tools for better revenue forecasting and cost…
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Originally released on the 'Beanies in a Pod' Podcast - Subscribe here - https://beaniesinapod.buzzsprout.com/ Join us on a thrilling exploration of AI's role in the future, with special guest, financial powerhouse Adam Shilton. Together, we tackle the complexities of AI anxiety, the innovative uses of GPT, and the fast-paced development of AI appl…
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Episode - 029: Where we learn from Em Daigle about the transformative power of automation in finance, how she moved away from just running the numbers to building strategic partnerships, the telltale signs that your business might need to consider automation more seriously, and the potential pitfalls of relying too heavily on traditional tools like…
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Episode 028: Where we learn from Christian Wattig, why PowerPoint isn't always the right choice, his insights on financial planning and analysis, his passion for teaching, his transition from a corporate career to entrepreneurship and his thoughts on how to speed up month-end close. Christian's unique approach to teaching FP&A skills to finance and…
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Episode - 027: Where we learn from Abhijeet Sarkar, the CEO of Types Sift, about the transformative power of data in the world of business. In this insightful conversation, Abhijeet shares his journey from breaking into the industry with Arc'teryx Equipment to creating Types Sift, a tool that revolutionizes how businesses interact with data.Abhijee…
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Episode - 026: Where we learn from Tejas Parikh, a seasoned finance consultant and transformation specialist, about the art of finance transformation and the power of effective planning. Tejas, with his unique approach akin to a doctor, identifies the pain points in finance operations with a view to stop teams from killing time on non-value adding …
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Episode 025: Where we learn from Taimur Abdaal, CEO and co-founder of Causal, a modeling platform that automates everything from financial models to headcount planning. Listen in as Taimur shares his journey from being a data scientist to co-founding Causal in 2019, and how his experiences with spreadsheet challenges inspired him to create a better…
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Episode 024: In this engaging conversation, we speak with Wouter Bourn, a thought leader in the finance transformation software industry. We discussed a range of topics related to CFO tech, CFO empowerment through technology, and the emergence of AI technology. Wouter shared his insights on the automation and workflow capabilities of technology, th…
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Episode 23: Where we unlock the secrets of staying relevant in the ever-changing landscape of technology and finance with our guest Tariq Munir (Head of Finance - PepsiCo), a finance thought leader who's passionate about simplification and easier solutions. In this captivating conversation, we dive into how technology has redefined finance and disc…
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