Everything here comes out of workshop material — the questions I get asked in the room, written down properly. Organised into four topics: Power BI, modern Excel, AI for finance, and turning numbers into stories people act on.
Power BI
After training hundreds of finance professionals on Power BI, these are the five mistakes I see most often — and the simple fixes that save hours every month.
AI for Finance
A participant told me the AI wrote a better report than she could. Here's why that worried me, and what it means for how finance professionals should use AI.
Each cluster builds toward one in-depth hub article with focused spoke articles underneath it. More are published every month.
Cluster 1
A practical guide to building financial dashboards — P&L reports, DAX measures, and cleaning GL exports with Power Query.
Coming soonCluster 2
Beyond formulas: Power Query, dynamic arrays, pivot tables, and budgeting models built for real management reporting.
Coming soonCluster 3
Using AI wisely in finance — a 'verify, don't trust' approach to Copilot, prompts, and checking AI output before you rely on it.
Coming soonCluster 4
Financial storytelling for decision-makers: reading statements like an analyst, choosing the right KPIs, and presenting data to non-finance stakeholders.
Coming soonEverything on this blog started as workshop material. See the full in-house programmes.
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