This website uses cookies
Read our Privacy policy and Terms of use for more information.
AI-First Fractional CFO and AI educator delivering practical AI training for finance teams and professional services orgs.
Claude
+1
Oct 13, 2026
•
2 min read
Two Quick Questions and a Look Behind the Scenes of How This Newsletter Is Made
Productivity
+2
Oct 6, 2026
6 min read
Why AI Results Still Lag Expectations, and Where Banks Draw the Line on Agents and Cash
Sep 29, 2026
7 min read
Build It for Your Business, Then Review It Weekly
Automation
Sep 22, 2026
It Also Fails More Than Any Other AI Build
Sep 15, 2026
5 min read
A Two-Stage Framework for Every New Capability You Turn On
Budget
Sep 8, 2026
9 min read
Why AI Costs Rose and Why the Spend Has No Baseline
Sep 1, 2026
OpenAI's Rogue Agents, Bank AI Adoption, and This Month's Claude Updates
AI Model
Aug 25, 2026
Eight Ways CFOs Use Claude as a Thought Partner
+3
Aug 18, 2026
How to Verify Automated Workflows and AI-Drafted Work, Without Doing It by Hand
Data
Aug 11, 2026
What Both Sides Need To Agree On Before The Work Starts
Aug 4, 2026
8 min read
Agent Access, Falling Model Prices, And Where I Would Draw The Line
Jul 28, 2026
The Boring Work Your Finance Workflow Actually Needs
Jul 21, 2026
How to Lock the Scripts, Spreadsheets, and Templates That Need to Stay the Same
Jul 14, 2026
The Three Types of Work Inside Every Finance Process and What to Build for Each
+6
Jul 7, 2026
A $750 Million Spend Thesis, A Three-Day Model Ban, And What Boards Are Finally Doing About AI Oversight.
Jun 30, 2026
The Everyday Spreadsheet Work Claude Handles Best
Jun 23, 2026
Help Each Person Grow, One Skill At A Time
Jun 16, 2026
What Good Work Means Now That The Easy Part Is Free
Jun 9, 2026
What Works, What Doesn’t, And How To Build A Claude Automation For A Messy Task
+4
Jun 2, 2026
Governance, Liability, And A Pricing Shift That Breaks How Most Teams Budget For AI
May 26, 2026
Why Finance Teams Need To Actively Manage AI Costs, Not Just Forecast Them
May 19, 2026
The Collaboration Tools Your Plan Includes And How To Use Each One
May 12, 2026
What Fails, What Works, And Two Playbooks For Both Sides
May 5, 2026
Three Clusters: the Agent Push, Regulatory Moves, and What Wall Street Earnings Actually Say About AI Roi
Apr 28, 2026
Test Finance Workflows Before You Build or Buy
