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Flow Podcast

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by Nathan Liao

9 episodes

Updated Weekly

Accepts GuestsHas Sponsors

Podcast Overview

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!

Language

🇺🇲

Publishing Since

5/28/2024

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Recent Episodes

October 10, 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: <a href="http://www.cpeflow.com" target="_blank" rel="noopener">www.cpeflow.com</a> 👉 Jane Sarah Lat LinkedIn Profile: <a href= "https://www.linkedin.com/in/janesarahlat/" target="_blank" rel= "noopener">https://www.linkedin.com/in/janesarahlat/</a> 👉 Managing Data Integrity for Finance - Kindle Edition: <a href= "https://www.amazon.com/Managing-Data-Integrity-Finance-professionals-ebook/dp/B0CN7DGY92" target="_blank" rel= "noopener">https://www.amazon.com/Managing-Data-Integrity-Finance-professionals-ebook/dp/B0CN7DGY92</a> 👉 Packt Publishing Website: <a href= "https://www.packtpub.com/en-au/product/managing-data-integrity-for-finance-9781837630141" target="_blank" rel= "noopener">https://www.packtpub.com/en-au/product/managing-data-integrity-for-finance-9781837630141</a> 👉 Github Repository for her Book: <a href= "https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance" target="_blank" rel= "noopener">https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance</a> -------------------- Topics Covered: <ul> <li class="MsoNormal" style="line-height: 150%;">00:43 Meet Our Guest</li> <li class="MsoNormal" style="line-height: 150%;">01:24 Exploring Data Integrity and Book Recommendations</li> <li class="MsoNormal" style="line-height: 150%;">04:30 Leading Data Integrity Audits and Implementations</li> <li class="MsoNormal" style="line-height: 150%;">08:53 The Consequences of Poor Data Integrity in Financial Decisions</li> <li class="MsoNormal" style="line-height: 150%;">11:56 How Data Accuracy Influences Profitability</li> <li class="MsoNormal" style="line-height: 150%;">15:22 Technology’s Role in Enhancing Data Integrity for Finance Teams</li> <li class="MsoNormal" style="line-height: 150%;">18:00 Jane’s Strategy for Adapting to Changes in Finance</li> <li class="MsoNormal" style="line-height: 150%;">23:01 Essential Qualities for Finance Leaders</li> <li class="MsoNormal" style="line-height: 150%;">24:45 Future Challenges in Maintaining Data Integrity</li> </ul> -------------------- SAY HI ON SOCIAL: <ul> <li dir="ltr">CPE Flow LinkedIn: <a href= "https://www.linkedin.com/company/cpe-flow/">https://www.linkedin.com/company/cpe-flow/</a> </li> <li dir="ltr">Connect w/ Nathan on LinkedIn: <a href= "https://www.linkedin.com/in/nathanliao/">https://www.linkedin.com/in/nathanliao/</a> </li> <li dir="ltr">Instagram: <a href= "https://www.instagram.com/cpe_flow/">https://www.instagram.com/cpe_flow/</a> </li> </ul> Listen to the Flow Podcast here: <a href= "https://www.cpeflow.com/free">https://www.cpeflow.com/free</a> #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

September 19, 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: <a href="https://www.cpeflow.com" target= "_blank" rel="noopener">www.cpeflow.com</a> 👉 “ChatGPT Mastery for Management Accountants" course: <a href= "https://www.cpeflow.com/course/chatgpt-mastery-for-management-accountants" target="_blank" rel= "noopener">https://www.cpeflow.com/course/chatgpt-mastery-for-management-accountants</a> 👉 Nicolas LinkedIn Profile: <a href= "https://www.linkedin.com/in/bouchernicolas/" target="_blank" rel= "noopener">https://www.linkedin.com/in/bouchernicolas/</a> 👉 Nicolas Website: <a href="https://ai-finance.club/" target= "_blank" rel="noopener">https://ai-finance.club/</a> -------------------- Topics Covered: <ul> <li>01:52 Introducing the Guest</li> <li>03:20 Why management accountants should learn ChatGPT</li> <li>05:36 Nicholas demonstrates a framework for using the Ai</li> <li>15:50 Key considerations: Tools, information sharing, and contractual boundaries </li> <li>20:34 Uploading an Excel file to find trends in data </li> <li>26:43 Generating data analysis and visualizations </li> <li>30:02 Learning Python: Required or optional? </li> <li>40:05 What is the AI’s margin of error? </li> <li>44:22 What people can expect from the course on CPE flow</li> <li>48:33 Questions and answers segment </li> <li>01:00:27 Nicholas's last thoughts</li> </ul> -------------------- SAY HI ON SOCIAL: <ul> <li dir="ltr">CPE Flow LinkedIn: <a href= "https://www.linkedin.com/company/cpe-flow/">https://www.linkedin.com/company/cpe-flow/</a> </li> <li dir="ltr">Connect w/ Nathan on LinkedIn: <a href= "https://www.linkedin.com/in/nathanliao/">https://www.linkedin.com/in/nathanliao/</a> </li> <li dir="ltr">Instagram: <a href= "https://www.instagram.com/cpe_flow/">https://www.instagram.com/cpe_flow/</a> </li> </ul> Listen to the Flow Podcast here: <a href= "https://www.cpeflow.com/free">https://www.cpeflow.com/free</a> #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

September 5, 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: <a href="https://www.cpeflow.com" target="_blank" rel="noopener">www.cpeflow.com</a> 👉 Josh LinkedIn Profile: <a href= "https://www.linkedin.com/in/joshaharonoff/" target="_blank" rel= "noopener">https://www.linkedin.com/in/joshaharonoff/</a> 👉 Josh YouTube Channel: <a href= "https://www.youtube.com/@yourcfoguy" target="_blank" rel= "noopener">https://www.youtube.com/@yourcfoguy</a> 👉 Josh Website: <a href="https://www.yourcfoguy.com" target= "_blank" rel="noopener">www.yourcfoguy.com</a> 👉 Mighty Digits Website: <a href="http://www.mightydigits.com/" target="_blank" rel= "noopener">http://www.mightydigits.com/</a> 👉 Excel Plug-in: <a href="http://www.modelwiz.com/" target="_blank" rel="noopener">http://www.modelwiz.com/</a> -------------------- Topics Covered: <ul> <li>00:30 Introducing the Guest</li> <li>02:11 Software tools for cohesive lead generation and management</li> <li>08:12 Common financial mistakes startups make and how to avoid them</li> <li>16:25 Josh’s story as A Fractional CFO</li> <li>23:06 from corporate executive to Fractional CFO</li> <li>26:32 gaining specialization for offering fractional CFO services</li> <li>29:59 Remote Work and Global Talent Sourcing</li> </ul> -------------------- SAY HI ON SOCIAL: <ul> <li dir="ltr">CPE Flow LinkedIn: <a href= "https://www.linkedin.com/company/cpe-flow/">https://www.linkedin.com/company/cpe-flow/</a> </li> <li dir="ltr">Connect w/ Nathan on LinkedIn: <a href= "https://www.linkedin.com/in/nathanliao/">https://www.linkedin.com/in/nathanliao/</a> </li> <li dir="ltr">Instagram: <a href= "https://www.instagram.com/cpe_flow/">https://www.instagram.com/cpe_flow/</a> </li> </ul> Listen to the Flow Podcast here: <a href= "https://www.cpeflow.com/free">https://www.cpeflow.com/free</a> #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits

9 total episodes available

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Frequently asked questions

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What is 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!
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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