Flow Podcast

Nathan Liao

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! read less
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Episódios

EP 04: Will Accountants Become Data Scientists by 2030? w/ Joshua Ebner
11-07-2024
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  👉 Joshua Ebner LinkedIn Profile: https://www.linkedin.com/in/joshuaebner/  👉 Sharp Sight: https://www.sharpsightlabs.com/  -------------------- Topics Covered: 00:30 Introduction to Joshua Ebner01:10 What is Data Science, and What do Data Scientists do06:32 Data Science Tools: SQL, Python, Seaborn11:23 Embracing Data Science Skills in the Finance Sector18:37 Transitioning from major companies to founding his own company22:04 Service of Sharp Sight25:06 Importance of machine learning skills28:38 How AI will make tech workers more productive34:08 What is Synthetic Data and AI Data Limitations38:25 The Future of Technology and adding Sensors to Everything43:50 Robotics and Machine Learning Techniques50:50 Generative AI Models, and Video Models52:40 Does OpenAI 4.0 API damage custom AI Companies56:25 How should accounting financial professionals approach generative AI58:35 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
EP 03: How to Enhance FP&A w/ Data Visualization
27-06-2024
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 Sanchez00:57 What Motivated John to Shift and Initial Challenges Faced04:45 The Importance of Soft Skills in Financial Planning and Analysis07:15 Tactical Empathy by Chris Voss08:39 How to Develop Storytelling Skills with Numbers11:57 Effective Presentation with Data and Graphs15:18 Data Visualization Storytelling & Book by Cole Nussbaumer Knaflic16:39 John’s Data Visualization Course19:20 Top Tips for Professionals in Communicating Complex Financial Information22:30]Certified Virtual Presenter Certification26:08 FP&A Fast Track27:38 Career Transition Advice from Managerial Accounting into FP&A36:27 Entry Level FP&A to a Leadership Role37:48 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
EP 02: Executive Leadership and AI in Business w/ Don Voss
13-06-2024
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  👉 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  👉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 Introduction00:47 Guest Introduction: Don Voss02:53 Adapting leadership styles for diverse business areas04:17 Prioritizing different needs06:10 Strategies for driving organizational growth and innovation08:00 Ensuring everybody stays cohesive and marching towards one vision for a company09:28 Transformative impact of AI on business operations16:20 Leveraging AI analytics for decision making20:51 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    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits
EP 01: Microsoft Copilot Explained for Accounting & Finance Pros
28-05-2024
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  👉 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 Copilot03:06 Benefits of Copilot vs. ChatGPT 06:16 Copilot's Impact on Accounting and Finance10:19 Baseline Knowledge for Using Copilot in Excel11:46 Using Copilot as an Excel Tutor16:14 Challenges in Teaching Copilot 17:00 Starting with Familiar Tools20:18 Advanced Tasks with Copilot22:57 Future Releases of Copilot24:22 Ethical Concerns with Copilot 26:04 AI in Complex Computational Problems problems34:08 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/    #cpeflow #cpe #flowpodcast #nathanliao #cpecourses #cpecredits