EP 09: Mastering Data Integrity in Finance w/ Jane Sarah Lat

EP 09: Mastering Data Integrity in Finance w/ Jane Sarah Lat

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 [http://www.cpeflow.com]  👉 Jane Sarah Lat LinkedIn Profile: https://www.linkedin.com/in/janesarahlat/ [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 [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 [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 [https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance]   -------------------- Topics Covered: * 00:43 Meet Our Guest * 01:24 Exploring Data Integrity and Book Recommendations * 04:30 Leading Data Integrity Audits and Implementations * 08:53 The Consequences of Poor Data Integrity in Financial Decisions * 11:56 How Data Accuracy Influences Profitability * 15:22 Technology’s Role in Enhancing Data Integrity for Finance Teams * 18:00 Jane’s Strategy for Adapting to Changes in Finance * 23:01 Essential Qualities for Finance Leaders * 24:45 Future Challenges in Maintaining Data Integrity -------------------- SAY HI ON SOCIAL: * CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/ [https://www.linkedin.com/company/cpe-flow/]  * Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/ [https://www.linkedin.com/in/nathanliao/]  * Instagram: https://www.instagram.com/cpe_flow/ [https://www.instagram.com/cpe_flow/]    Listen to the Flow Podcast here: https://www.cpeflow.com/free [https://www.cpeflow.com/free]    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

EP 08: Become a ChatGPT Power User in Accounting & Finance w/ Nicolas Boucher

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 [https://www.cpeflow.com] 👉 “ChatGPT Mastery for Management Accountants" course: https://www.cpeflow.com/course/chatgpt-mastery-for-management-accountants [https://www.cpeflow.com/course/chatgpt-mastery-for-management-accountants] 👉 Nicolas LinkedIn Profile: https://www.linkedin.com/in/bouchernicolas/ [https://www.linkedin.com/in/bouchernicolas/] 👉 Nicolas Website: https://ai-finance.club/ [https://ai-finance.club/] -------------------- Topics Covered: * 01:52 Introducing the Guest * 03:20 Why management accountants should learn ChatGPT * 05:36 Nicholas demonstrates a framework for using the Ai * 15:50 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 flow * 48:33 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/ [https://www.linkedin.com/company/cpe-flow/]  * Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/ [https://www.linkedin.com/in/nathanliao/]  * Instagram: https://www.instagram.com/cpe_flow/ [https://www.instagram.com/cpe_flow/]    Listen to the Flow Podcast here: https://www.cpeflow.com/free [https://www.cpeflow.com/free]    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

EP 07: How to Become a Fractional CFO w/ Josh Aharonoff

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 [https://www.cpeflow.com] 👉 Josh LinkedIn Profile: https://www.linkedin.com/in/joshaharonoff/ [https://www.linkedin.com/in/joshaharonoff/] 👉 Josh YouTube Channel: https://www.youtube.com/@yourcfoguy [https://www.youtube.com/@yourcfoguy] 👉 Josh Website: www.yourcfoguy.com [https://www.yourcfoguy.com] 👉 Mighty Digits Website: http://www.mightydigits.com/ [http://www.mightydigits.com/] 👉 Excel Plug-in: http://www.modelwiz.com/ [http://www.modelwiz.com/]   -------------------- Topics Covered: * 00:30 Introducing the Guest * 02:11 Software tools for cohesive lead generation and management * 08:12 Common financial mistakes startups make and how to avoid them * 16:25 Josh’s story as A Fractional CFO * 23:06 from corporate executive to Fractional CFO * 26:32 gaining specialization for offering fractional CFO services * 29:59 Remote Work and Global Talent Sourcing -------------------- SAY HI ON SOCIAL: * CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/ [https://www.linkedin.com/company/cpe-flow/]  * Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/ [https://www.linkedin.com/in/nathanliao/]  * Instagram: https://www.instagram.com/cpe_flow/ [https://www.instagram.com/cpe_flow/]    Listen to the Flow Podcast here: https://www.cpeflow.com/free [https://www.cpeflow.com/free]    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

EP 06: Relationship & Dating Tips for Finance Executives w/ Katarina Polonska

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 [http://www.cpeflow.com]  👉 Katarina’s Website: https://www.katarinapolonska.com/ [https://www.katarinapolonska.com/] 👉 Katarina LinkedIn Profile: https://www.linkedin.com/in/katarina-polonsky/ [https://www.linkedin.com/in/katarina-polonsky/]  👉 Katarina Instagram Profile: https://www.instagram.com/katarinapolonska/ [https://www.instagram.com/katarinapolonska/] -------------------- Topics Covered: * 00:30 Introducing the Guest * 04:37 Strategies for energy and time management * 07:09 Dating apps: Pros and Cons * 10:56 Applying behavioral science to improve dating success * 19:14 The Four Attachment Styles * 27:04 Balancing analytical mindset with emotional intelligence * 31:10 Tips for single finance professionals on financial discussions * 35:51 Traits to look for in a potential long-term partner * 38:31 Deciding to stay or leave a long-term relationship * 40:57 Relationship habits for long-term success for executives -------------------- SAY HI ON SOCIAL: * CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/ [https://www.linkedin.com/company/cpe-flow/]  * Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/ [https://www.linkedin.com/in/nathanliao/]  * Instagram: https://www.instagram.com/cpe_flow/ [https://www.instagram.com/cpe_flow/]    Listen to the Flow Podcast here: https://www.cpeflow.com/free [https://www.cpeflow.com/free]    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

EP 05: Data Storytelling Tips for CFOs w/ Soufyan Hamid

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 [https://www.cpeflow.com] 👉 Soufyan Hamid LinkedIn Profile: https://www.linkedin.com/in/soufyanhamid/ [https://www.linkedin.com/in/soufyanhamid/] 👉 Soufyan’s Website: https://www.thefinancecircle.com/ [https://www.thefinancecircle.com/] -------------------- Topics Covered: * 01:03 Concept of Financial Storytelling * 05:40 Challenges for Finance Professionals in Financial Storytelling * 11:40 Tactical Steps to Move Forward * 12:26 Is Less More? Presenting Data & KPIs * 19:46 Tailoring Presentations to Specific Audiences * 22:41 Role of Charts in Financial Storytelling * 25:32 Visual Presentations and Animations to Enhance Understanding * 27:45 Accepting and Responding to Feedback * 33:32 Tips and Practices for Presenters After the Meeting * 35:38 Golden-Nugget Advice for Finance Professionals -------------------- SAY HI ON SOCIAL: * CPE Flow LinkedIn: https://www.linkedin.com/company/cpe-flow/ [https://www.linkedin.com/company/cpe-flow/]  * Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/ [https://www.linkedin.com/in/nathanliao/]  * Instagram: https://www.instagram.com/cpe_flow/ [https://www.instagram.com/cpe_flow/]    Listen to the Flow Podcast here: https://www.cpeflow.com/free [https://www.cpeflow.com/free]    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits