The Adam Shilton Podcast

Episode 033: Join us as we engage with Dr Liren Edelist, a strategic executive leader with over 20 years of experience in Enterprise Performance Management (EPM) and Customer Performance Management (CPM). We navigate the intriguing realm of EPM and CPM, exploring how these strategies can provide valuable insights to CEOs and management teams. Dr. Edelist shares insightful examples and draws from h...

Episode 032: Where we learn from Roi Ben Daniel, founder and CEO of Received. Listen in as Roi walks us through his journey from being a platoon commander in the Israeli Defense Forces to becoming the founder of Received, a platform designed to help finance teams tackle complex billing challenges. He explains the need for a fresh wave of CFO solutions and how the landscape of CFO technology is evo...

Join us as we sit down with Julio Martinez, co-founder and CEO of Abacum, to discuss his journey from banking to tech entrepreneurship, and how he built strategic finance teams in tech. Julio offers fascinating insights into his move to the US with his family to co-found Abacum, a company providing FD&A tools for better revenue forecasting and cost control. His inspiring story serves as a grea...

Originally released on the 'Beanies in a Pod' Podcast - Subscribe here - https://beaniesinapod.buzzsprout.com/ Join us on a thrilling exploration of AI's role in the future, with special guest, financial powerhouse Adam Shilton. Together, we tackle the complexities of AI anxiety, the innovative uses of GPT, and the fast-paced development of AI applications. With Adam’s insights, we examine how AI...

Episode - 029: Where we learn from Em Daigle about the transformative power of automation in finance, how she moved away from just running the numbers to building strategic partnerships, the telltale signs that your business might need to consider automation more seriously, and the potential pitfalls of relying too heavily on traditional tools like Excel. Em and Adam delve into the complexities of...

Episode 028: Where we learn from Christian Wattig, why PowerPoint isn't always the right choice, his insights on financial planning and analysis, his passion for teaching, his transition from a corporate career to entrepreneurship and his thoughts on how to speed up month-end close. Christian's unique approach to teaching FP&A skills to finance and accounting professionals, his innovative cour...

Episode - 027: Where we learn from Abhijeet Sarkar, the CEO of Types Sift, about the transformative power of data in the world of business. In this insightful conversation, Abhijeet shares his journey from breaking into the industry with Arc'teryx Equipment to creating Types Sift, a tool that revolutionizes how businesses interact with data. Abhijeet delves into the evolution of data storage and a...

Episode - 026: Where we learn from Tejas Parikh, a seasoned finance consultant and transformation specialist, about the art of finance transformation and the power of effective planning. Tejas, with his unique approach akin to a doctor, identifies the pain points in finance operations with a view to stop teams from killing time on non-value adding tasks. Drawing from his experiences at companies l...

Episode 025: Where we learn from Taimur Abdaal, CEO and co-founder of Causal, a modeling platform that automates everything from financial models to headcount planning. Listen in as Taimur shares his journey from being a data scientist to co-founding Causal in 2019, and how his experiences with spreadsheet challenges inspired him to create a better modeling tool. Discover how finance teams can lev...

Episode 024: In this engaging conversation, we speak with Wouter Bourn, a thought leader in the finance transformation software industry. We discussed a range of topics related to CFO tech, CFO empowerment through technology, and the emergence of AI technology. Wouter shared his insights on the automation and workflow capabilities of technology, the increase in data volumes, and how AI can be appl...

Episode 23: Where we unlock the secrets of staying relevant in the ever-changing landscape of technology and finance with our guest Tariq Munir (Head of Finance - PepsiCo), a finance thought leader who's passionate about simplification and easier solutions. In this captivating conversation, we dive into how technology has redefined finance and discuss Tarek's experience with upskilling, particular...

Episode 022: Where we sit down with Craig Humphrey, VP of Finance and Operations at Arctic Shores, to discuss the challenges of transitioning from purely finance-focused roles to broader roles encompassing operations and other back-office functions. We also examine the advantages of using Slack and other remote collaboration tools to replicate the camaraderie of an in-person team. We discuss how t...

Episode 021: A special episode where we learn from three previous podcast guests about the impact of AI on the finance industry, the future of work, why you shouldn't panic (yet), how you can get started, and the importance of AI governance and ethics. Daniel Lawrence is the CEO at Bots for That and an expert in Robotic Process Automation. Simon Devine is the Owner of Hopton Analytics and an exper...

Episode - 020: - Where we learn from John Ladaga about building a remote business, organizing with tools like Slack, Trello, and Loom, fostering a positive work culture, AI's impact on creative arts like music, connecting financial and non-financial data to make decisions with CFOChat, the evolving role of AI in knowledge work, and the security of AI technologies. John is an experienced entreprene...

Episode - 019: In this episode, we welcome Chris Reilly, founder of Mission Capital Consulting and Financial Modeling Education, as he shares insights on self-employment, marketing, financial modeling, and the impact of AI on the finance industry. We discuss strategies for transitioning to self-employment and the importance of marketing and sales skills for finance professionals. Chris also highli...

Episode -18: In this episode, Christian Martinez, Finance Automation Manager at the Kraft Heinz Company, shares his insights on embracing AI in the world of finance. We explore the use of generative AI like ChatGPT alongside traditional automation tools like Alteryx, Tableau, and Snowflake, and discuss how Python programming is becoming increasingly accessible for finance professionals. Christian...

Episode - 017: - Where we learn from Glenn what puzzle pieces make up finance transformation, what steps finance teams can take to start using AI, the limitations of ChatGPT, Chat GPT-4, the different applications of different Ais, the importance of mindful work, and much much more. Glenn is a CFO, Director & Author, known for his industry renowned book ‘Deep Finance’ that charts the course fo...

Episode - 016: - Where we learn about Adam’s move from finance into software development, his view on low-code tools, why you don’t need a finance background to be a good business partner, AI autosuggestion, how Adam’s building ChatGPT into his tools, the future of FP&A AI predictions and much much more. Adam is the founder of FlowCog who make SaaS financial projections easy. Adam is a develop...

Episode - 015: - Where we learn from Chris, how Luka was born out of frustrations with the accuracy of finance data, how to automate workflows and searches, what types of questions you can ask the finance bot, how to prolong the life of your existing systems, the tools Chris uses to run his business and much much more. After studying Aerospace Engineering, Chris first worked in Audit before moving...

Episode - 014: - Where we learn from Dante, the building blocks of a great finance transformation project, project best practises, XP&A vs FP&A, the concept of technical debt, the evolving AI landscape, productivity & planning tools, and much much more. After starting his career as a management accountant, and then financial controller, Dante went on to become an Accounting Manager at...

Episode - 013: - Where we learn from Angel Lam, what qualities she looks for in a finance pro, the importance of tech skills, how to tweak your LinkedIn profile, change in working styles, and why she’s sceptical about ChatGPT.   After starting her career as an accountant, Angel worked as an Associate for Heidrick & Struggles and then Korn Ferry, before moving to work in senior positions f...

Episode - 012: - Where we learn from Kevin Appleby – COO and Podcast host at GrowCFO and host of ‘The next 100 Days’ Podcast – What is GrowCFO, and why you should join for free, how to think about software assessments, Kevin’s finance predictions for 2023, whether we’ll ever see a continuous close, dealing with transformation, ChatGPT and much much more. Kevin started his career as an auditor for...

Episode - 011: Where we learn from Soufyan Hamid - FP&A Freelancer and the Finance Presentation Skills master – Choosing what to contact to communicate and how, how you can present like Netflix, how to use teaser & cliffhangers, how to use the PowerPoint rehearsal tool, why doing things manually might help your creativity, the cool apps Souf uses in his day to day, and much much more. 'Sou...

Episode -010: - Where we learn from Chris Ortega , CEO at Fresh FP&A , why you should chase your passion project, how you can leverage technology, how to align your KPIs with other departments, why you, should be more curious, how Chris is using ChatGPT and much much more. Chris started his career in the audit division of EY, before going on to build and scale the finance organization at multi...

Episode - 009: - Where we learn, from Nicolas Boucher , an FP&A veteran, why your problem isn't the tools you use, why there is such thing as too much technology, as well as tips and tricks for how you can better prepare for audits, and boost your presentation skills. Nicolas has over 14 years of experience working in finance and has taken his expertise and distilled it into easy-to-follow onl...