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The Nine Business Model Templates: Why Industry Expertise Matters Less Than You Think
Every company follows one or more revenue mechanics. Explore nine business model templates and learn how financial strategy can transfer across industries. Continue reading
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Why Tariff Increases Haven’t Shown Up in Inflation—Yet: A CFO’s Real-World Perspective on E-Commerce and Consumer Packaged Goods
A CFO’s view of why tariff costs may be delayed in consumer prices: margin compression, manufacturing shifts, and preemptive operating cuts across e-commerce and CPG. Continue reading
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How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1
Learn how historical time tracking data can improve labor forecasts, reveal seasonality, and help finance leaders build more reliable multi-year financial models. Continue reading
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Beeper After One Year: The Evolution Continues
After a year with Beeper, this review covers iMessage on macOS, improved Slack and WhatsApp handling, productivity gains, limitations, and practical business uses. Continue reading
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Why The AI Bubble Won’t Pop As The Internet Bubble Did: An Overlooked Reason
Today’s AI speculation is largely held in private markets, unlike the dot-com era. Explore how venture capital and IPO market changes may alter where losses emerge. Continue reading
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4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations
Learn a practical AI-assisted workflow for turning financial data into a clear, board-ready narrative while preserving human review, data validation, and accountability. Continue reading
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Excel’s Game-Changing COPILOT Function: Why My Previous AI Recommendations Just Changed
Excel’s COPILOT function brings AI directly into spreadsheet cells. Learn where it excels for analysis, categorization, and cleaning—and when Claude or Power Query is better. Continue reading
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Copilot vs Claude for Excel: Which AI Assistant Wins for Formula Building?
Compare Copilot and Claude for Excel formulas, speed, integration, file control, and Power Query support to choose the AI assistant that best fits your workflow. Continue reading
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The Apple and AI Conundrum
Apple pioneered consumer AI with Siri but trails today’s leaders. Explore strategic recommendations around talent, privacy, partnerships, acquisitions, and ecosystem-driven AI. Continue reading
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Implementing Predictive Analytics in Financial Forecasting: An AI-Driven Approach
A practical roadmap for using predictive analytics in financial forecasting, from data quality and tool selection to model iteration, risk management, and stakeholder alignment. Continue reading
