Shows
FP&A TodayAligning Sales and FP&A: Adam ShiltonGlenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners.
My Experience selling finance software including SAP
Bridging the Sales-Finance Divide: Why pipeline forecasts are inherently “fluffy”
The Deposit Game-Changer: Why commission should only be paid on receipt of deposit, not just signature
Finance coaching sales on overdue invoices
AI and AR automation
AI Agents workflows
2025-12-041h 12FP&A TodayAligning Sales and FP&A: Adam ShiltonGlenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners.
My Experience selling finance software including SAP
Bridging the Sales-Finance Divide: Why pipeline forecasts are inherently “fluffy”
The Deposit Game-Changer: Why commission should only be paid on receipt of deposit, not just signature
Finance coaching sales on overdue invoices
AI and AR automation
AI Agents workflows
2025-12-041h 12
The Adam Shilton PodcastEx-HubSpot Director: Will AI Make Corporate Careers Obsolete? The Rise of Fractional SpecialistsIn this insightful conversation, Adam and Sam Mallikarjunan, General Manager at Agent.ai, delve into practical AI adoption strategies beyond the hype. Sam outlines three key buckets for effective AI implementation: automating tedious tasks, accessing skills beyond your expertise, and enhancing human communication.What makes this discussion unique is their focus on how AI is leveling the playing field for small businesses, with Sam sharing real examples from a local pub using AI for inventory optimization to his 16-year-old nephew building sophisticated AI agents. The conversation builds toward a compelling vision of the future workplace—one where specialists thrive, fr...
2025-06-201h 24The Adam Shilton PodcastHow to Be Irreplaceable in the AI Economy: Ex-CFO Explains the Importance of Domain ExpertiseIn this value-packed conversation, Adam Shilton and former CFO turned content creator CJ Gustafson debunk common misconceptions about AI's impact on business while sharing tactical insights about metrics that actually matter. CJ draws from his finance background to explain why AI is creating efficiency gains rather than replacing jobs, how companies misunderstand customer churn, and why giving your brain space to make connections is critical for success. The discussion seamlessly blends practical business advice with reflections on authenticity, revealing why being uniquely you remains the most powerful differentiator in a world obsessed with AI-generated content.
2025-06-051h 03
Fantasy FivesEpisode 11 : Old Firm FactsThis week on Fantasy Fives Ray Bradshaw is joined by Deportivo La Coruna's biggest fan Adam Miller aka Old Firm Facts.Hear about Peter Shilton's tears, our first ever secret shadow team and the difference between a member of Travis and some of Ray's anecdotes in a live show.Get it wherever you get your podcasts or watch the full episode on YouTube. Hosted on Acast. See acast.com/privacy for more information.
2025-05-1237 minThe Adam Shilton PodcastEx-Google Director explains: The truth about AI agents (your new secret weapon)Adam Shilton sits down with Jacob Bank, the Stanford AI lab alumnus, Ex-Google Product Director and founder of Relay app, to demystify AI agents and their practical applications. Jacob cuts through the hype to explain the meaningful differences between AI workflows, agents, and co-pilots, offering actionable advice for businesses looking to implement these tools. Their discussion moves beyond technical definitions to explore how AI is reshaping go-to-market strategies, with both agreeing that authentic human connection and trust will become increasingly valuable differentiators in an AI-saturated marketplace.-- SHOW NOTES ---
2025-03-271h 03The Adam Shilton PodcastAI Parenting: Raising Children Who Will Outthink Us AllIn this thought-provoking conversation, Adam speaks with Kunal Dalal, AI expert in education and author of "The AI Parent." They explore how AI is transforming education and parenting in profound ways. From discussing the outdated model of competitive education to examining how indigenous wisdom might guide our approach to technology, Kunal shares insights on helping children find purpose in an AI-driven world where human connection matters more than digital achievements.—SHOW NOTES--- Kunal Dalal's book: "The AI Parent" - how to parent children in an AI-driven world- Orange County Department of Education - where Kunal heads up Artificial Intelligence- In...
2025-03-211h 21
Future FinanceHow AI Training on Fake Data is Creating Automation Failures for Tech Leaders with Adam ShiltonIn this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of...
2025-02-2611 minThe FP&A Guy NetworkHow AI Training on Fake Data is Creating Automation Failures for Tech Leaders with Adam ShiltonIn this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of...
2025-02-2611 minThe Adam Shilton PodcastHow to Use AI to Gain a Human Edge: My 3-Pillar Approach to Staying Ahead [Future Finance Podcast]In this thought-provoking episode, Adam Shilton joins Paul Barnhurst and Glenn Hopper to explore the current state of AI content creation. They examine AI-generated podcasts, synthetic data risks, and why AI still struggles with creating authentic, non-sterile content. The hosts share practical insights on how to effectively work with AI tools for learning, thinking, and doing tasks, rather than trying to outsource skills entirely. Adam's approach to AI as a supportive mechanism rather than a standalone entity offers valuable perspective for anyone looking to remain irreplaceable in an AI-driven world.The conversation also follows...
2025-02-2546 min
Future FinanceUse AI to Streamline Tasks and Learn New skills with Adam ShiltonIn this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Adam Shilton, an expert in digital transformation, automation, and AI-powered workflows. The discussion focuses on how AI is changing the way we work, the risks of synthetic data, and how finance professionals can harness technology to become more efficient. Adam also shares his personal journey from corporate FP&A to running his own business, along with an overview from his recent TEDx talk.Adam Shilton is the founder of Shilton Digital, a TEDx speaker, and a digital systems architect specializing in automation...
2025-02-1946 minThe FP&A Guy NetworkUse AI to Streamline Tasks and Learn New skills with Adam ShiltonIn this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Adam Shilton, an expert in digital transformation, automation, and AI-powered workflows. The discussion focuses on how AI is changing the way we work, the risks of synthetic data, and how finance professionals can harness technology to become more efficient. Adam also shares his personal journey from corporate FP&A to running his own business, along with an overview from his recent TEDx talk.Adam Shilton is the founder of Shilton Digital, a TEDx speaker, and a digital systems architect specializing in automation...
2025-02-1946 min
The Adam Shilton PodcastAI Powered Data Insights: Global Finance Summit Keynote [Nov 24]Dive into the cutting-edge world of AI-powered data analysis with tech expert Adam Shilton. In this illuminating keynote from the Grow CFO Global Finance Summit, Adam breaks down how Python is revolutionizing Excel, explores real-world machine learning successes and failures, and provides a practical framework for selecting AI tools. Discover how finance professionals can leverage emerging AI capabilities, from autonomous assistance to advanced data visualization, making this episode essential for anyone looking to stay ahead in the data-driven future.
------SHOW NOTES------
- Microsoft Excel Python Integration Documentation- Mockaroo Random Data Generator: https://www...
2025-01-1656 min
The Adam Shilton PodcastHow to Master Tech Adoption - Global Finance Summit Keynote [Sept 24]In this insightful keynote from the Grow CFO Global Finance Summit, tech expert Adam Shilton delivers a comprehensive framework for successful technology adoption in finance teams. From quantum computing's impact on future tech decisions to the latest in generative AI, Shilton breaks down why delaying tech adoption can sometimes be advantageous and how to avoid common pitfalls. The presentation focuses on practical frameworks for assessing, selecting, and implementing technology solutions while emphasizing the importance of thorough testing and pilot programs before full deployment.
———Show Notes———
Resources mentioned:
- G2 Software Review Platform: [https://www.g2.com...
2025-01-0951 min
The Adam Shilton PodcastHow to Create an Unfair Advantage: Standing Out in the Age of AI - Hasan KubbaIn this enlightening episode, Adam Shilton sits down with Hasan Kubba, bestselling author and expert in helping entrepreneurs become published authors. They delve into the world of unfair advantages, AI's impact on content creation, and the enduring value of traditional publishing. Hassan shares insider tips on book writing, establishing thought leadership, and positioning oneself at the top of the robot curve through creative work.
The conversation takes unexpected turns, exploring the use of AI in content creation, the importance of authenticity, and the future of digital real estate. Hassan offers valuable insights on recognizing and leveraging unfair...
2024-10-101h 09
The Adam Shilton PodcastUnlocking Python: From Misconceptions to Mastery with Tony RobertsFor more visit adamshilton.com | Join me as we learn from Tony Roberts, founder of PyXLL, for an in-depth discussion on Python's role in Excel and beyond. We address misconceptions about Python, explore its versatility from beginner to advanced use cases, and examine the pros and cons of AI-assisted coding. Tony shares his journey creating PyXLL and explains how it empowers Excel users with Python's capabilities. The episode also covers cloud deployment considerations and the future of Python in corporate environments. Don't miss this opportunity to stay ahead of the curve with Python.
------SHOW NOTES------
...
2024-07-161h 18
The Adam Shilton PodcastImposter Syndrome Cured - ‘Tech for Finance’ is now ‘The Adam Shilton Podcast’Introducing 'The Adam Shilton Podcast'!It's been a while! Almost 2 months since I spoke at GrowCFOs Global Finance Summit, and a LOT has happened. Tech for Finance was my passion project alongside my full-time job, but as of July 2024, I'm now working for myself. This transition has brought some identity crises, especially feeling imposter syndrome in finance. A big shoutout to my friend Soufyan Hamid for his perspective: “You don’t need to have had cancer to cure it.” Yet, I realized the content I've been producing isn't 100% me. So, I've decided to align...
2024-07-1202 min
The Adam Shilton PodcastGlobal Finance Summit Keynote - AI & Machine Learning in Finance: Transformative ApplicationsWatch the video of this presentation here.In this special episode, I present my keynote from the Grow CFO Global Finance Summit, exploring the now and future of AI and machine learning in finance. I the importance of pattern recognition, the role of generative AI, and practical use cases like spend and revenue analysis and outlier detection. Learn how tools like ChatGPT and Microsoft Copilot are reshaping financial management. Tune in for expert predictions, tips on improving your AI skills, and insights into deploying AI for enhanced financial operations and decision-making.
------ SHOW...
2024-05-171h 03
The Adam Shilton PodcastPower Automate: Turn Manual to Magnificent and Create Massive Value - Damien Bird | Ep.072In 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 shares his expertise on leveraging this powerful tool. He also provides valuable insights into the integration of AI and generative models like Copilot Studio. Get ready to unlock new levels of efficiency and streamline your workflows!
------ SHOW NOTES ------
Watch Damien’s YouTube Videos – https://www.you...
2024-05-011h 20
The Adam Shilton PodcastAI Overwhelm: How to Keep Up in the Age of Furious Change - Dave Hartley | Ep.071In 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...
2024-04-231h 03
The Adam Shilton PodcastAccounting Meets Art: How to Use Visuals as the Ultimate Productivity Tool - Mike Manalac | Ep.070In 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.
2024-04-161h 14
The Adam Shilton PodcastAutomating Excel: Demystifying VBA, Office Script, Power Query & Python - Mark Proctor | Ep.069Join 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...
2024-04-091h 13
The Adam Shilton PodcastProjection vs Reality: Avoid These Financial Modelling Mistakes - Danielle Stein Fairhurst | Ep.068In 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------
...
2024-03-2741 min
The Adam Shilton PodcastHow to Select an AI Chat Tool - Is ChatGPT Still the Best? [6-Step Framework] | Ep.067In 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, we've got you covered.
We dive deep into the offerings of industry giants like OpenAI, Microsoft, Google, Anthropic, and Mistral, dissecting their free and paid AI chat tools. But the burning question remains: Is ChatGPT still the best? Join us as we explore the pros and cons...
2024-03-1514 min
The Adam Shilton PodcastHow to Fix a Broken Spend Culture: The Future of AP Automation - Howard Katzenberg | EP.066
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, marketing to different buyer personas, and negotiating win-wins with vendors. He also advocates for finance leaders getting their hands dirty—attending planning meetings, analyzing conversion funnels, and understanding the drivers behind costs. We also explore generative AI, easy onboarding, and why you should see spend forensics as...
2024-03-1337 min
The Adam Shilton PodcastBeyond Benchmarks: Will Whizzy Tech Make You a Better Finance Team? - It's Not All About the Numbers | Ep.065In 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 advanced tools, and personal anecdotes from the hosts' lives, reflecting on changes and the pace of technological adoption. The episode uniquely blends professional insights with personal stories, emphasizing the importance of technology in finance without losing sight of the human elements.
...
2024-03-0651 min
It's not all about the numbers!From Musical Notes to AI Notes: Adam Shilton's Journey in Finance InnovationAdam Shilton, a trailblazer in AI finance and founder of Tech for Finance, discusses his transition from music production to leading in the finance sector, emphasizing the importance of adapting to technological advancements and the role of AI in transforming financial operations.https://open.spotify.com/episode/4MjgtgIlvjh3oDSzUymegThttps://music.amazon.co.uk/podcasts/943f124c-1f1d-425d-a5ce-cce8f15b0fd5/it's-not-all-about-the-numbers-with-chris-argent-and-mike-rosehttps://www.deezer.com/show/1000316881https://shows.acast.com/651aed188a18450011f5bc43 Hosted on Acast. See acast.com/privacy for more information.
2024-03-0541 min
The Adam Shilton PodcastA Framework for Deploying Python in Finance 3 Steps | Ep.064This video talks through a 3-step framework for deploying Python in finance.
------CHAPTERS------
1. Python Libraries
https://spectacled-redcurrant-dae.notion.site/e28a304c1f034deda720dcdf42ba9ab5?v=4c851e78252c4f5e9f6b625e693f69e3
2. Library prompt
https://chat.openai.com/share/c819bec9-3c65-437e-b24c-3a2b78a9210b
3. Application prompt
https://chat.openai.com/share/451553fc-bb60-446e-b73b-8dfc11219217
4. Google Colab Code
https://chat.openai.com/share/84f85da3-1068-4c70-b3b5-611ace9d5f15
------SHOW NOTES------
1. [L] Python Library
**Key takeaway** - If there’s...
2024-03-0411 min
The Adam Shilton PodcastDitch Excel, Embrace AI: Why Python is the Future for Finance Pros - Stephanie Mertz | Ep.063
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 requirement for foundational knowledge, and more. Tune in to hear Stephanie's thoughts on moving beyond traditional finance tools like Excel, considerations around automation platforms, prompt engineering in AI, and the future of generative AI. Whether you're a seasoned finance pro or just starting out, you'll come away with fresh...
2024-02-281h 04
The Adam Shilton PodcastFuture AI Predictions: Autonomous Agents vs AGI - GrowCFO Show | Ep.062In 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 assistants for meeting notes and summaries. They also talk about the importance of simplifying and standardising processes before automation. Looking ahead, they predict increased autonomy of AI tools in 2024. Rather than just assisting, AI may be able to work towards defined outcomes with less ongoing...
2024-02-2050 min
The Adam Shilton PodcastWhat AI CAN’T Do: The Human Side of FP&A - Martin Zych (Pt. 2) | Ep.061More 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 knowledge can amplify our financial foresight, transforming analysts into superheroes of data. Martin shares pearls of wisdom on the importance of simple, direct questions in crafting more effective financial plans, underscoring the necessity of human connection in an increasingly automated world.
This conversation also...
2024-02-1530 min
The Adam Shilton PodcastUnlock the Power of Copilot’s AI Driven Data Insights - with GrowCFO | Ep.060Join 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 and discuss how you can harness this technology. Oli brings clarity to complex topics, while Adam aims to demystify the intricacies of AI, providing you with valuable insights into how Co-pilot can enhance your financial workflows and data analysis.
Listen in as...
2024-02-131h 00
The Adam Shilton PodcastReplacement & Redundancy: Rethinking Tech Enabled Business - This Week in Tech | Ep.059
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 tech is just the tip of the iceberg. But it's not all business; we also reflect on the challenge and necessity of a tech detox, sharing personal anecdotes about the struggle to unplug in a world where digital is king.
Listen in as...
2024-02-0951 min
The Adam Shilton PodcastExcel vs FP&A Tool: Avoid the Same Pains Coming Back to Bite You - Martin Zych (Pt.1) | Ep.058More 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 Martin, we delve into his experiences as a fractional CFO and the pearls of wisdom he's unearthed in his venture capital journey—all served with a side of personal anecdotes about life as a father and outdoor enthusiast.
Financial planning takes center stage as we dissect the nuances of FP&A...
2024-02-0832 min
GrowCFO Show#169 What’s Happening in AI for Finance with Adam ShiltonIn part 2 of the three-part mini-series on AI for finance, Adam Shilton returns to the GrowCFO show. A year ago, Adam spoke to Kevin Appleby about what’s likely to happen in tech for finance in 2023. 12 months on, they repeat the conversation, but for 2024, the focus is very much on AI.
Adam is the founder and podcast host at Tech for Finance and a leading voice on Linkedin.
Adam discussed current AI tools for finance and how they are advancing with multimodal capabilities and advanced data analysis features. He highlighted experimenting with different models to fi...
2024-02-0638 min
The Adam Shilton PodcastAI-sourcing vs Out-sourcing: How to Solve Your Problems With Bots - Finance Master (Pt. 2) | Ep. 057More 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 big and small. From chatbots that can whip up Excel formulas to those that offer financial benchmarking, we cover how AI is not just for the big players anymore. Our conversation reveals how even individuals can harness these technologies for tasks like general ledger data analysis...
2024-02-0625 min
The Adam Shilton PodcastHow Wrong are You Willing to Be? Planning: Why 80% is good enough - Carl Seidman (Pt . 2) | Ep.056Have 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 like Excel serve as a sandbox for initial financial analysis. There comes a time, however, when businesses need to grow beyond spreadsheets, and that's where Enterprise Performance Management (EPM) systems take the stage. Discover how they enhance scalability and reduce errors, proving indispensable...
2024-02-0138 min
The Adam Shilton PodcastDeciding What Tech NOT to Use: On the Bleeding Edge of AI - Finance Master (Pt.1) | Ep.055More 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 tech world, Adam weaves a tale of innovation, emphasizing the power of data storytelling to turn complex analytics into compelling business insights. Throughout our conversation, we navigate the forest of new AI advancements, learning how to identify the true trailblazers among them—those tools th...
2024-01-3023 min
The Adam Shilton PodcastResults Only Work Environment - AI vs Human: Does it Matter? This Week in Tech | Ep.054More 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 ingenuity and artificial intelligence blur, we share our firsthand experiences with this AI-driven assistant and dissect how it's shaping our daily tasks. We're not just bystanders to innovation; we're at the helm, steering the conversation on the delicate balance between embracing...
2024-01-2757 min
The Adam Shilton PodcastThe Trillion Dollar Question: Is There a Pain-free Shortcut to Mastery? - Carl Seidman (Pt. 1) | Ep.053More 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 striving for excellence in their respective careers. Carl, with his profound experience in FP&A, shares his wisdom on strategic planning, forecasting, and optimizing working capital, as well as his counterintuitive views on AI and technology. Beyond finance, Carl regales us with tales of his culinary...
2024-01-2532 min
The Adam Shilton PodcastAI is Lying to You: Don’t Let Biases Turn Your Work Into a Horror Film - Business Breaks (Pt. 2) | Ep.052More 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 firsthand the limitations of AI and the importance of specialized models for specific tasks. Our discussion also wades into the murky waters of ethical considerations in AI, especially in finance, where data privacy and the responsible use of sensitive information are paramount.
2024-01-2243 min
The Adam Shilton PodcastTHE Crazy Fast Way Finance Can Create More Impact with Less Effort - Sasha Orloff (Pt.2) | Ep.051More 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 conversation touches on how these advancements, from OCR to continuous close accounting, are not just reshaping the financial processes but also addressing the challenge of human bottlenecks. Whether you're a finance guru or just keen on how tech is revolutionizing industries, this insight is a gold mine.
**Sponsor**
...
2024-01-1834 min
#FinanceMasterHow to unlock the power of AI in FinanceWhile the potential of AI in Finance is as staggering as it is unpredictable, the adoption rate is still a work in progress. This episode of #FinanceMaster features special guest Adam Shilton, Founder of Tech for Finance who gives an overview of the world of AI-based solutions and their impact on the future of how we work. Adam also provides a deep perspective on this transformative shift, emphasising the importance of keeping up to date with new AI technologies.
2024-01-1727 min
The Adam Shilton PodcastAI Soft Skill Hacks for Exhausted Finance Pros (that even introverts can use) - Business Breaks (Pt. 1) | Ep.050More 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 music production have tuned his approach to AI in finance. With a nod to his past in bands and a focus on the future, he reflects on how continuous learning and adaptation play a key role in both music and the evolving landscape of finance.
**Sponsor**
...
2024-01-1539 min
The Adam Shilton PodcastBeyond the Hype: The Surprising Truth About AI - The 'This Week in Tech' Show | Ep.049More 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 skepticism against the advancing army of AI applications. We're questioning not just the glitz and glam but the substance beneath the surface that could redefine or overcomplicate the tech landscape.
As we venture further into the tech jungle, we...
2024-01-1356 min
The Adam Shilton PodcastCreate Confidence Without Hiring an Army Using Generative Accounting - Sasha Orloff (Pt.1) | Ep.048More 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-time, data-driven insights. In an era where financial clarity is paramount, Orloff breaks down how small and medium-sized businesses can harness the power of AI to make informed decisions without drowning in spreadsheets or waiting on delayed reports.
**Sponsor**
- Join the AI Finance Club
- www.techforfinance.com...
2024-01-1135 min#FinanceMasterSpecial Guest Interview: Adam ShiltonIn this special guest episode of #FinanceMaster, host Anders Liu-Lindberg interviews Adam Shilton, Business Advisory Consultant. They delve into the exciting world where technology and finance converge and explore how AI tools are revolutionising industries. Adam also uncovers the potential of AI-powered solutions to transform financial operations, highlights how effective communication is key in this ever-evolving landscape and emphasises the possibilities for success in a tech-driven world.
2024-01-1048 min
The Adam Shilton PodcastHow Finance Can Use Python Code to Automate (with ZERO Dev Skill) - Nicolas Boucher (Pt. 2) | Ep.047More 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. Together with Nicolas, a returning favorite, we navigate the intricacies of applying specialized AI like Petal and Humata to tasks like digesting lengthy documents, overcoming the memory constraints that often hamper chatbots. We even explore the inventive integration of technology into daily life, such as utilising AI...
2024-01-0840 min
Business Breaks - Your Project Management EdgeEp. 054 Interview Series: Adam Shilton's on Uncovering the Potential of AI in FinanceWelcome to Business Breaks, where we dive into the world of business, technology, and innovation. In this episode, we sit down with Adam Shilton, the founder of Tech For Finance, to explore his unconventional journey from music production to mastering AI in finance.
Adam's expertise in music has heavily influenced his approach to technology and finance, leading to a unique blend of creativity and technical acumen. Throughout this insightful conversation, we'll uncover Adam's insights on leveraging AI, the impact of biased training data on AI results, and the importance of balancing tech skills with soft skills for career development.
Join...
2024-01-061h 17
The Adam Shilton PodcastHow to Use AI to Augment Your Skills & Get Your Work Recognised - Nicolas Boucher (Pt. 1) | Ep.046More 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 advocating for AI's burgeoning capabilities, Nicolas walks us through a world where ChatGPT not only streamlines FP&A and budget forecasting but redefines what we thought was possible in the financial realm.
**Sponsor**
- Join the AI Finance Club
- www.techforfinance.com/ai
- Enter ADAM100 at checkout...
2024-01-0432 min
The Adam Shilton PodcastHow to Use Poe to Create AI Bots for Free - Received.ai AI in Finance Webinar (Pt. 3) | Ep.045More 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 scenarios, like forecasting and headcount planning—tools that could revolutionize operations in sectors such as hospitality. You won't want to miss my personal story of employing AI to craft an entire presentation, a testament to the real-world utility of these ad...
2023-12-2224 min
The Adam Shilton PodcastHow to Use Noteable for Data Analysis - Received.ai AI in Finance Webinar (Pt. 2) | Ep.044
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 analytics game. Prepare to be guided through the intricacies of setting up Noteable as a dynamic database and watch as ChatGPT transforms into an interactive financial oracle. We navigate the creation of a financial analysis notebook, upload sample datasets, and pull back the curtain on the...
2023-12-2015 min
The Adam Shilton PodcastChatGPT Free vs Paid Use Cases - Received.ai AI in Finance Webinar (Pt. 1) | Ep.043More 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 applications. But that's not all - Adam will introduce us to his top three AI tools: Chat GPT, Noteable (Pt. 2), and Poe (Pt. 3), demonstrating their power and versatility. We even explore the differences between their free and paid versions. Fo...
2023-12-1622 min
The Adam Shilton PodcastChris Argent - Don’t Let the AI Win: Move Beyond Speed to Keep Your Seat at the Table | Ep.042Listen 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 his journey in finance transformation. His work through Gen CFO empowers finance professionals, and we discuss his path to building this impactful community.
We also take a look at the rapid pace of change in finance technology and the power of peer learning...
2023-12-091h 01
The Adam Shilton PodcastDjibrane Larrabure - Instant ROI vs Long-Term Gains: Finance’s Generative AI Journey | Ep.041
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 meet their future requirements. We also discuss the power of technology and how it can level up the lives of finance professionals.
Get a glimpse of how Kolleno uses advanced no-code workflows to personalize strategies for customers. Listen as we explore the...
2023-11-101h 47
The Adam Shilton PodcastRichard Nero - Beyond Copy-Paste: How to Use ChatGPT to Unlock Your Learning Potential | EP.040Want 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 infectious enthusiasm for financial tools like Excel, Power BI, and Power Automate. His insights from his free Excel workshops and the advantages of Python and VBA in Excel will certainly enlighten you. We also discuss how ChatGPT should be used...
2023-11-071h 07
The Adam Shilton PodcastJamie-Lee Salazar - Creating an AI Finance Analyst (without replacing your job) | Ep.039
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 tasks and automate the mundane ones. As we venture further into the conversation, we discuss how Cobbler mimics the structure of an employee, seamlessly integrating with your existing systems like ERP, data warehouse, and HR system.
Our chat takes a fascinating turn as we...
2023-11-031h 00
The Final Countdown - A football podcastFINAL DAYS - 79/80 English First DivisionWe're back to our regular schedule as we look at the 1979/1980 English First Division and its more glory for Liverpool. We learn about all the drama and have some big mentions for Andy Gray, Kevin Keegan, and even Dixie Dean!
Adam also looks at the great goalkeeping rivalry of the decade between Ray Clemence and Peter Shilton.
Follow & subscribe on all podcast apps.
2023-10-3030 min
The Adam Shilton PodcastAnthony Perozzi - The REAL reason finance implementations fail (and how to avoid it) | Ep. 038Listen 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 stresses the importance of mindset in transforming finance teams and lays out how to establish a project approach that optimizes existing processes and pinpoints areas needing improvement.
We then navigate the critical topic of product selection for organizational transformation. Anthony explains why having a clear...
2023-10-2056 min
The Adam Shilton PodcastAnders Liu-Lindberg - Finance 5.0 - Becoming Human Again in a Fearful Age of Tech | Ep.037
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 on how finance professionals can navigate this changing landscape and discusses how we can create a workplace that supports their growth and development in this digital world.
Listen in as we tackle technology's impact on finance careers and how to manage technology fatigue. We also...
2023-10-0655 min
The Adam Shilton PodcastAI in FP&A: Your Questions Answered | Ep.036In 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 (and bring instant productivity to their businesses).
Joining Paul is Adam Shilton, Founder, Tech for Finance and a world expert on “Helping finance pros turn systems into superpowers with AI...
2023-09-061h 06
The Adam Shilton PodcastAshok Manthena - Closing Time: How AI Can Save Finance Teams from 18-Hour Days | Ep.035Join 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 integration of AI in finance can help teams become more strategic and less bogged down with manual tasks.
Throughout the conversation, Ashok takes us through the multi-step process of building an intelligent co-pilot...
2023-08-3148 min
The Adam Shilton PodcastGary Cokins - Moving from Opinion to Facts in Reducing Business Risk | Ep.034Join 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 world of analytics, shares the secret to his youthful energy at 74 years old and the motivations that drive him.
We navigate through crucial topics such as overcoming resistance to change and the importance of asking the right questions to spur change. Gary provides...
2023-08-221h 01
The Adam Shilton PodcastDr Liran Edelist - How to Maximise Tech Adoption Using TTV (Time to Value) | Ep.033Episode 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. Edelist shares insightful examples and draws from his experience as a successful startup founder, discussing the critical role of FB and A professionals in his company.
This episode offers an exciting exploration of how EPM and CPM can assist businesses in optimizing their processes, creating value, and...
2023-08-1758 min
The Adam Shilton PodcastRoi Ben Daniel - Cracking the CFO Stack: Which CFO are you? | Ep. 032Episode 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 solutions and how the landscape of CFO technology is evolving, especially when considering the different processes required for B2B, B2C, and marketplace businesses. He also points out how payments remain an unfulfilled prophecy in B2B and how...
2023-08-081h 15
The Adam Shilton PodcastJulio Martinez - Beyond the Books: Unlocking Operational Intelligence for Strategic Finance | Ep. 031Join 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 control. His inspiring story serves as a great example of making big moves and understanding local markets while attracting talent.
Listen in as we continue the discussion with Julio on the role of group...
2023-08-011h 06
The Adam Shilton PodcastMy Battle with AI Anxiety + ChatGPT Tips & Tricks | Ep.30Originally 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 applications. With Adam’s insights, we examine how AI applications are not quite at the level of general intelligence yet, but they still hold vast potential to revolutionize the world. Be prepared for a lively discussion on chat GPT, how it has be...
2023-07-201h 17
The Adam Shilton PodcastEm Daigle - From Bean Counter to Business Partner: The Rev Rec Edition | Ep 029Episode - 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 Excel.
Em and Adam delve into the complexities of revenue recognition, the importance of data visibility, and the exciting possibilities of AI in the finance sector. They also explore the challenges and opportunities that come with evolving business models and...
2023-07-1355 min
The Adam Shilton PodcastChristian Wattig - PowerPoint is Dead: How to Master the Art of the 1-Pager | Ep.028Episode 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 accounting professionals, his innovative course design, and his commitment to making learning an engaging experience have made him a sought-after figure in the industry. His story is a testament to the power of taking risks and following your passion.
2023-07-041h 05
The Adam Shilton PodcastAbhijeet Sarkar - How to Use Data to Scale Revenue | Ep.027
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.
Abhijeet delves into the evolution of data storage and access, highlighting the shift from pre-aggregated cubes to the more dynamic, bottom-up aggregations enabled by cheaper RAM. He also shares compelling examples of how digital transformation can lead to exponential ROI, with businesses scaling their customer base...
2023-06-301h 08
The Adam Shilton PodcastTejas Parikh - Become a Finance ‘Doctor’ to Identify Your Pain and Stop Killing Time | Ep.026Episode - 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 tasks. Drawing from his experiences at companies like GE Healthcare, Vodafone, Vanquis, Currys, Unilever, and Yo Sushi, he shares insights on the importance of preparation in forecasting cycles, the role of tools like Power BI in his work, and the need to minimize disruption...
2023-06-211h 11
The Adam Shilton PodcastTaimur Abdaal - Turning Data into Action: The Missing Link in Forecasting | Ep.025Episode 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 modeling tool.
Discover how finance teams can leverage technology to save time and make better decisions. Taimur shares his insights on when it's best to consider moving away from spreadsheets and towards a dedicated tool. We also discuss the current generation of AI models...
2023-06-1350 min
The Adam Shilton PodcastWouter Born - Moving Beyond Automation to Strategic Value with CFOTech | Ep.024Episode 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, the increase in data volumes, and how AI can be applied to create meaningful insights. He also talked about the use of AI for predictions and forecasting and for human-style communication.
Listen in as we explore how AI and automation are changing the...
2023-05-2356 min
The Adam Shilton PodcastTariq Munir – Beyond the Buzz: Simple Strategies for Adopting AI & Machine Learning | Ep.023Episode 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 discuss Tarek's experience with upskilling, particularly in data science. Discover how Tarek's mastery of machine learning algorithms has allowed him to evaluate technology based on its merits, rather than just the hype surrounding it.
Join us as we explore the importance of having...
2023-05-141h 08
The Adam Shilton PodcastCraig Humphrey - How to Leverage Tech to Find Top Talent in the Age of AI | Ep.022Episode 022: Where we sit down with Craig Humphrey, VP of Finance and Operations at Arctic Shores, to discuss the challenges of transitioning from purely finance-focused roles to broader roles encompassing operations and other back-office functions.
We also examine the advantages of using Slack and other remote collaboration tools to replicate the camaraderie of an in-person team. We discuss how technology tools like Otter AI are impacting remote work culture and the pros and cons of the hybrid model. Plus, we dive into the potential of AI tools to automate tedious tasks, how to approach AI implementation strategically, and how...
2023-05-111h 12
The Adam Shilton PodcastSpecial Episode - Light the Fire and Discover What's Possible with AI | Ep.021Episode 021: A special episode where we learn from three previous podcast guests about the impact of AI on the finance industry, the future of work, why you shouldn't panic (yet), how you can get started, and the importance of AI governance and ethics.
Daniel Lawrence is the CEO at Bots for That and an expert in Robotic Process Automation. Simon Devine is the Owner of Hopton Analytics and an expert in Business Intelligence. And Chris Bell is the Co-Founder at Luka and an expert in ChatGPT.
Together, they share their insights on the rapid pace of technological innovation, the...
2023-05-021h 26
The Adam Shilton PodcastJohn Ladaga - Building a Virtual CFO with AI | Ep.020Episode - 020: - Where we learn from John Ladaga about building a remote business, organizing with tools like Slack, Trello, and Loom, fostering a positive work culture, AI's impact on creative arts like music, connecting financial and non-financial data to make decisions with CFOChat, the evolving role of AI in knowledge work, and the security of AI technologies.
John is an experienced entrepreneur and the Co-founder of Sturppy, a company dedicated to helping users build financial models fast using proven templates. With a background as a digital strategy consultant at Accenture, John, along with...
2023-04-231h 18
The Adam Shilton PodcastChris Reilly - Why AI Can't Replace Human Gut-Feel and Experience | Ep.019Episode - 019: In this episode, we welcome Chris Reilly, founder of Mission Capital Consulting and Financial Modeling Education, as he shares insights on self-employment, marketing, financial modeling, and the impact of AI on the finance industry. We discuss strategies for transitioning to self-employment and the importance of marketing and sales skills for finance professionals.
Chris also highlights the pros and cons of low-code tools versus Excel, the role of junior finance professionals in mergers and acquisitions, and valuable resources for learning more about finance. We explore the limitations of AI in surfacing context and the skills needed for building...
2023-04-121h 08
The Adam Shilton PodcastChristian Martinez - How Finance Can Augment Intelligence using Generative AI | Ep.018Episode -18: In this episode, Christian Martinez, Finance Automation Manager at the Kraft Heinz Company, shares his insights on embracing AI in the world of finance. We explore the use of generative AI like ChatGPT alongside traditional automation tools like Alteryx, Tableau, and Snowflake, and discuss how Python programming is becoming increasingly accessible for finance professionals.
Christian also sheds light on the decision-making processes behind choosing AI tools and how focusing on fundamentals can lead to better results. From machine learning algorithms for forecasting to web scraping for pricing strategy, and automating tasks in...
2023-03-2940 min
The Adam Shilton PodcastGlenn Hopper – Moving Finance from Mindless to Mindful Work Using AI + ChatGPT-4 | Ep.017Episode - 017: - Where we learn from Glenn what puzzle pieces make up finance transformation, what steps finance teams can take to start using AI, the limitations of ChatGPT, Chat GPT-4, the different applications of different Ais, the importance of mindful work, and much much more.
Glenn is a CFO, Director & Author, known for his industry renowned book ‘Deep Finance’ that charts the course for modern CFOs in leading digital transformation using AI.
His most recent move has seen hhttps://openai.com/ im become Director and CFO for the Eventus Advisory Group, who provide CFO services for SMEs. And, in h...
2023-03-231h 05
The Adam Shilton PodcastAdam Tzagournis – Avoiding Frankenstein FP&A with FlowCog + ChatGPT | Ep.016Episode - 016: - Where we learn about Adam’s move from finance into software development, his view on low-code tools, why you don’t need a finance background to be a good business partner, AI autosuggestion, how Adam’s building ChatGPT into his tools, the future of FP&A AI predictions and much much more.
Adam is the founder of FlowCog who make SaaS financial projections easy. Adam is a developer himself, and writes about everything SAAS related, modelling metrics, FP&A and more. And in his spare time, he likes to spend time with h...
2023-03-191h 11
The Adam Shilton PodcastChris Bell - Creating a Junior Accountant using AI (ChatGPT) | Ep.015Episode - 015: - Where we learn from Chris, how Luka was born out of frustrations with the accuracy of finance data, how to automate workflows and searches, what types of questions you can ask the finance bot, how to prolong the life of your existing systems, the tools Chris uses to run his business and much much more.
After studying Aerospace Engineering, Chris first worked in Audit before moving into Data Analytics for KPMG. He then moved into finance where he eventually became Director of Finance & Operations for VenueScanner. Since then he’s become a CFO advisory to...
2023-03-0748 min
The Adam Shilton PodcastDante Healy - How to Lead a Successful Finance Transformation Project | Ep.014Episode - 014: - Where we learn from Dante, the building blocks of a great finance transformation project, project best practises, XP&A vs FP&A, the concept of technical debt, the evolving AI landscape, productivity & planning tools, and much much more.
After starting his career as a management accountant, and then financial controller, Dante went on to become an Accounting Manager at the Ford Motor Company, and then a Project Manager for the Accounting Centre of Excellence at Ford Credit.
Show Notes
Where to find Dante
Dante Healy's website here
LinkedIn page...
2023-03-0355 min
The Adam Shilton PodcastAngel Lam – How Tech Can Help Boost Your Finance Career | Ep.013Episode - 013: - Where we learn from Angel Lam, what qualities she looks for in a finance pro, the importance of tech skills, how to tweak your LinkedIn profile, change in working styles, and why she’s sceptical about ChatGPT.
After starting her career as an accountant, Angel worked as an Associate for Heidrick & Struggles and then Korn Ferry, before moving to work in senior positions for companies like Robert Walters, Derwent Executive and Envision Human Capital Advisory Services. Since then, Angel has founded JumpUp Global, who provide Executive coaching and Career Development services for those looking for...
2023-03-021h 03
The Adam Shilton PodcastKevin Appleby – GrowCFO – 2023 Finance & Tech Predictions – Is a Continuous Close Possible? | Ep.012Episode - 012: - Where we learn from Kevin Appleby – COO and Podcast host at GrowCFO and host of ‘The next 100 Days’ Podcast – What is GrowCFO, and why you should join for free, how to think about software assessments, Kevin’s finance predictions for 2023, whether we’ll ever see a continuous close, dealing with transformation, ChatGPT and much much more.
Kevin started his career as an auditor for BDO before working for businesses like ICI, PwC, Mouchel and EDF Energy. Kevin's goal is now to help finance teams and CFOs thrive by sharing insight through his podcasts and growing the...
2023-02-2545 min
The Adam Shilton PodcastSoufyan Hamid - How to Present like Netflix & Make Finance Addictive | Ep.011Episode - 011: Where we learn from Soufyan Hamid - FP&A Freelancer and the Finance Presentation Skills master – Choosing what to contact to communicate and how, how you can present like Netflix, how to use teaser & cliffhangers, how to use the PowerPoint rehearsal tool, why doing things manually might help your creativity, the cool apps Souf uses in his day to day, and much much more.
'Souf' started his career at PwC, spent almost 5 years as a manager at Deloitte and 7 years at Proximus as a Finance Business Partner and manager of Strategic projects. Souf is now an...
2023-02-1555 min
The Adam Shilton PodcastChris Ortega - How to Build a Future-Focused Finance Foundation + ChatGPT | Ep.010Episode -010: - Where we learn from Chris Ortega, CEO at Fresh FP&A, why you should chase your passion project, how you can leverage technology, how to align your KPIs with other departments, why you, should be more curious, how Chris is using ChatGPT and much much more.
Chris started his career in the audit division of EY, before going on to build and scale the finance organization at multiple companies. Chris now runs Fresh FP&A which he formed in January 2022 and provides Fractional CFO and Advisory Services to businesses that allow them to transform...
2023-02-051h 03
The Adam Shilton PodcastNicolas Boucher - Why Your Problem Isn't Your Tools | Ep. 009Episode - 009: - Where we learn, from Nicolas Boucher, an FP&A veteran, why your problem isn't the tools you use, why there is such thing as too much technology, as well as tips and tricks for how you can better prepare for audits, and boost your presentation skills.
Nicolas has over 14 years of experience working in finance and has taken his expertise and distilled it into easy-to-follow online courses used by hundreds of finance professionals.
Show Notes
Where to find Nicolas:
Nicolas on LinkedIn
Nicolas' website
Nicolas course here.
1/ How to...
2023-01-2553 minGrowCFO Show#115 The Best Technology for Finance Leaders in 2023 with Adam Shilton, Founder at Tech for Finance
The finance technology landscape is changing quickly. Possibly at a rate faster than ever before. So, what can we expect to see in 2023. Kevin Appleby caught up with Adam Shilton, Founder at Tech for Finance and host of the Tech for Finance podcast. Kevin asked Adam what he thought the best technology for finance leaders would be in 2023.
AI is an emerging force, and its role in finance shouldn’t be underestimated. We’re predicting that technology will have a major impact on financial controllership. The ability of AI to spot errors and anomalies will be considerable and...
2023-01-1748 min
The Adam Shilton PodcastRob Partridge - How Building a Portal Transformed His Business | Ep. 008Episode - 008: - Where we learn, how Rob Partridge - Managing Director of Synergi Partner Finance - transformed his business by building a portal. What he'd do differently if he did it again. The limitations he's still seeing with open banking. How he's diversified his business by niching down, his favourite tech, and much much more.
Rob has over 20 years experience in the financial service space and now works with businesses of all shapes and sizes to spread large CAPEX projects into affordable monthly payments.
Contents
---
[00:00:49] The Background
...
2023-01-1158 min
The Adam Shilton PodcastSubscriptions, Storytelling & Soft Skills | Tech for Finance Podcast | Episode 007In this episode, we speak with Howard Tunnicliffe who is Head of Finance for the Subscriptions division of the Economist, as well as being a coach and teacher under his own brand Financesoftskills.com
Howard started his career as a finance and audit contractor for Dell, before moving on to become an analyst at Ernst & Young and then a Management Accountant at DTZ, formerly Cushman and Wakefield. More recently, Howard worked as the Finance Business Partner for Starbucks, before moving to the Economist in 2014 where he's been ever since.
Howard is now a proud father...
2022-11-1456 min
The Adam Shilton PodcastHow Visual Effects are Simplifying Financial Modeling | Tech for Finance Podcast | Episode 006In this episode, we chat with Jon Cowley who is the Founder of Whatifi.
Jon started his career in Visual effects before forming Whatifi, an intelligent forecasing tool that helps business leaders model and present strategic scenarios in a low-code easy to use environment.
In this Podcast we cover:
* How a career in FFX turned into CFOTech Startup
* How VFX can help bring others into your story
* The power of visualisation
* Why putting the story in the hands of your audience is important
* How the startup modeling scene differs to more established companies
* A new way of budgeting
* Lesser known...
2022-11-0752 min
The Adam Shilton PodcastHow to Future-Proof Your FP&A | Tech for Finance Podcast | Episode 005This episode is with Paul Barnhurst, founder of the FP&A Guy, and the host of FP&A Today.
During our discussion, we cover everything from FP&A skills, to the ideal FP&A tech stack, as well as future-focused concepts like using AI to predict revenue, using AI in forecasting and planning and what it means to move beyond budgeting.
2022-10-2448 min
The Adam Shilton PodcastYour Inside Track to Modern Software Assessment | Tech for Finance Podcast | Episode 004Tom Costa is Partner enablement manager for Sage Intacct and has worked with many big name software vendors, including Microsoft, Infor, SAP and Acumatica. He is an expert in software demonstration and assessment.
2022-09-071h 08
The Adam Shilton PodcastShine a Light on Your Data | Tech for Finance Podcast | Episode 003In this episode, we chat with Simon Divine, Owner of Hopton Analytics. Simon is a business intelligence specialist and has years of experience in the technology space, working with ERP applications, such as SAP and Microsoft Dynamics and business intelligence applications, such as QlikView and Microsoft Power BI.
Simon is currently pioneering the BI as a service concept, which gives businesses powerful insight into their data without the need to hire skilled resource internally.
2022-08-121h 03
The Adam Shilton PodcastHow to Create Impact as a Finance Business Partner | Tech for Finance Podcast | Episode 002In this episode, we chat with Christian Frantz Hansen from the Business Partnering Institute, who's customers include PayPal, HSBC and P & G. Christian is the Director of Finance Business Partnering - Learning & Development, and has a background of consulting within the CFO services space, having worked for companies such as EY and the Implement Consulting Group. Christian has over 15,000 followers on Linkedin, and is an expert in finance transformation and business process optimisation.
2022-07-1857 min
The Adam Shilton PodcastThere's Bots For That | Tech for Finance Podcast | Episode 001In this episode, I chat with Daniel Lawrence CEO at Bots for That.
As CEO of Bots For That, Daniel is dedicated to improving how the workplace of the future can use technology to provide the best possible working experience for his clients, their employees, and their shareholders. In this discussion we cover everything from how bots work, to how a beach in Hawaii could be the workplace of the future.
See the full show notes at www.adamshilton.com/botsforthat
2022-06-0653 mindiscopete.comEpisode 263Download Here
Thick and fast this week, even tracks at 130bpm can be jacked up to 140bpm, the intro track is no exception – you wouldn’t even know I had. Squeezed a surprise on the end too!
Jorn van Deynhoven – Freaks (Intro Remix) [ASOT]
Aimoon – The Run [Blue Soho]
Dimension – Origami (Adam Ellis Remix) [Flashover Trance]
Binary Finary & Kinetica – Now Is The Time [Rise]
Allen Watts – Tomahawk (Vlind Remix) [Monster Force]
Plumb – Need You Now (How Many Times) (Bryan Kearney Remix) [CDR]
Merc & Cristian Ketelaars vs. Yomanda – Visions Of Sunshine (Michael McBurnie Mashup) [CDR]
Zodiak – Zodiac (Psypheric Remix) [Ov...
2015-06-0800 min