Flow Podcast

About Flow Podcast

Welcome to the Flow Podcast, your premier source for continuing professional education in accounting and finance. Whether you're a seasoned professional or just starting your career, our podcast delivers in-depth discussions, expert insights, and practical advice to help you stay ahead in the ever-evolving financial landscape. Each episode features thought leaders, industry experts, and seasoned practitioners who share their knowledge, experiences, and strategies for success. We delve into critical topics such as emerging financial technologies, artificial intelligence, regulatory changes, advanced accounting practices, soft skills, and career development. Join us for engaging conversations that combine the rigor of professional education with the dynamic energy of the podcast format. Tune in to enhance your skills, expand your knowledge, and keep your professional edge sharp. Subscribe now and Flow with us!

Publisher

Nathan Liao

Category

business · education

Language

en

Explicit

No

First episode

28 May 2024

Latest episode

10 Oct 2024

Latest episodes

9 episodes in the feed.

1. 

   10 Oct 2024

   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/ 👉 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 -------------------- 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/ 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

2. 

   19 Sept 2024

   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 👉 Nicolas LinkedIn Profile: 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/ 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

3. 

   5 Sept 2024

   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/ 👉 Josh YouTube Channel: 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/ 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

4. 

   15 Aug 2024

   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/ 👉 Katarina LinkedIn Profile: https://www.linkedin.com/in/katarina-polonsky/ 👉 Katarina Instagram Profile: 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/ 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

5. 

   1 Aug 2024

   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/ 👉 Soufyan’s Website: 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/ 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

6. 

   11 Jul 2024

   EP 04: Will Accountants Become Data Scientists by 2030? w/ Joshua Ebner

   Data Science Impact in Accounting & Finance || In this episode, we talk with Joshua Ebner, Founder and Chief Data Scientist at Sharp Sight, about the impact of data science in accounting and finance. With 20 years of experience at companies like Apple and Bank of America, Josh shares how analytics, machine learning, and AI are transforming the industry. Don't miss this fascinating conversation about the future of accounting and finance! RESOURCES & LINKS MENTIONED: 👉 Earn CPE credits: www.cpeflow.com (http://www.cpeflow.com) 👉 Joshua Ebner LinkedIn Profile: https://www.linkedin.com/in/joshuaebner/ 👉 Sharp Sight: https://www.sharpsightlabs.com/ -------------------- Topics Covered: 00:30 Introduction to Joshua Ebner 01:10 What is Data Science, and What do Data Scientists do 06:32 Data Science Tools: SQL, Python, Seaborn 11:23 Embracing Data Science Skills in the Finance Sector 18:37 Transitioning from major companies to founding his own company 22:04 Service of Sharp Sight 25:06 Importance of machine learning skills 28:38 How AI will make tech workers more productive 34:08 What is Synthetic Data and AI Data Limitations 38:25 The Future of Technology and adding Sensors to Everything 43:50 Robotics and Machine Learning Techniques 50:50 Generative AI Models, and Video Models 52:40 Does OpenAI 4.0 API damage custom AI Companies 56:25 How should accounting financial professionals approach generative AI 58:35 Key Skills for Aspiring Data Scientist for business and machine learning -------------------- 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

7. 

   27 Jun 2024

   EP 03: How to Enhance FP&A w/ Data Visualization

   How to Enhance FP&A w/ Data Visualization || In this episode, learn how to enhance FP&A with data visualization with John Sanchez, who has over 20 years of experience at companies like Arby’s, AutoNation, and Royal Caribbean Cruises. Now, as the founder of FPA Group, John provides FP&A consulting and training, focusing on soft skills like communication and emotional intelligence. Don't miss his valuable insights and perspectives! RESOURCES & LINKS MENTIONED: 👉 Earn CPE credits: www.cpeflow.com 👉 John Sanchez LinkedIn Profile: https://www.linkedin.com/in/fpajohn/ 👉 Edward Tufte Books: https://www.edwardtufte.com/tufte/books_vdqi 👉 FP&A Group: https://thefpagroup.com/ -------------------- Topics Covered: 00:25 Introduction to John Sanchez 00:57 What Motivated John to Shift and Initial Challenges Faced 04:45 The Importance of Soft Skills in Financial Planning and Analysis 07:15 Tactical Empathy by Chris Voss 08:39 How to Develop Storytelling Skills with Numbers 11:57 Effective Presentation with Data and Graphs 15:18 Data Visualization Storytelling & Book by Cole Nussbaumer Knaflic 16:39 John’s Data Visualization Course 19:20 Top Tips for Professionals in Communicating Complex Financial Information 22:30]Certified Virtual Presenter Certification 26:08 FP&A Fast Track 27:38 Career Transition Advice from Managerial Accounting into FP&A 36:27 Entry Level FP&A to a Leadership Role 37:48 Conclusion and Resources for Further Learning -------------------- 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

8. 

   13 Jun 2024

   EP 02: Executive Leadership and AI in Business w/ Don Voss

   Executive Leadership and AI in Business || Explore executive leadership and AI in business with Don Voss, a Partner at Sigma Analytics and Co-Founder of SoftwareBots.AI. With over 25 years of experience in sales and strategic partnership marketing, Don shares his insights on how artificial intelligence is transforming the business landscape. Don't miss this valuable perspective from an industry leader! RESOURCES & LINKS MENTIONED: 👉 Earn CPE credits: www.cpeflow.com (http://www.cpeflow.com) 👉 Don LinkedIn Profile: https://www.linkedin.com/in/donaldwvoss/ 👉Partner CFO Sigma Analytics: https://www.SigmaAnalytics.biz 👉Advisor Bus Development LogicInk Biosensors San Francisco: https://www.Logic.Ink (https://www.logic.ink) 👉IQ EQ PQ (Reach your potential): https://www.positiveintelligence.com/ 👉Free Assesment of 9 ways we self sabotage: https://assessment.positiveintelligence.com/saboteur/overview -------------------- Topics Covered: 00:00 Introduction 00:47 Guest Introduction: Don Voss 02:53 Adapting leadership styles for diverse business areas 04:17 Prioritizing different needs 06:10 Strategies for driving organizational growth and innovation 08:00 Ensuring everybody stays cohesive and marching towards one vision for a company 09:28 Transformative impact of AI on business operations 16:20 Leveraging AI analytics for decision making 20:51 Crucial soft skills for today's leaders, including IQ, EQ, and PQ 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 (https://www.cpeflow.com/free) #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

9. 

   28 May 2024

   EP 01: Microsoft Copilot Explained for Accounting & Finance Pros

   Microsoft Copilot for Accounting & Finance Pros || Discover how Microsoft Copilot can revolutionize accounting and finance. In this video, we feature David Fortin, who demonstrates the amazing tools and features Copilot offers to optimize your work and enhance accuracy in your financial tasks. Don't miss this essential guide for accounting and finance professionals! RESOURCES & LINKS MENTIONED: 👉 Earn CPE credits: www.cpeflow.com (http://www.cpeflow.com) 👉 Guest’s Name LinkedIn Profile: https://www.linkedin.com/in/david-fortin-cpa-816b20b5/ 👉 David’s Youtube Channel: https://www.youtube.com/@piggybankaccountant 👉Article mentioned: https://ca.finance.yahoo.com/news/openais-cto-said-she-wasnt-222610962.html Topics Covered: 00:00 Introduction to Microsoft Copilot 03:06 Benefits of Copilot vs. ChatGPT 06:16 Copilot's Impact on Accounting and Finance 10:19 Baseline Knowledge for Using Copilot in Excel 11:46 Using Copilot as an Excel Tutor 16:14 Challenges in Teaching Copilot 17:00 Starting with Familiar Tools 20:18 Advanced Tasks with Copilot 22:57 Future Releases of Copilot 24:22 Ethical Concerns with Copilot 26:04 AI in Complex Computational Problems problems 34:08 Resources for Learning Copilot 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/ (https://www.cpeflow.com/) #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

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Based on episode analysis; this does not confirm that the show is currently accepting guests.