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

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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

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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/

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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

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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/

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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

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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