AI-First Fractional CFO and AI educator delivering practical AI training for finance teams and professional services orgs.
Budget
+2
Dec 9, 2025
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13 min read
AI just made year-end tax planning accessible—if you act now
Governance
Dec 2, 2025
12 min read
Frontier Models, Regulatory Uncertainty, and Rising Infrastructure Costs
Productivity
+4
Nov 25, 2025
Real Work With AI Requires Management, not Magic
Nov 18, 2025
9 min read
How to read the market and know if your environment is ready
Claude
+3
Nov 11, 2025
How to handle the flood of AI-generated work
+6
Nov 4, 2025
Accountability, Adoption, and the Growing Need for Financial Leadership in AI
Data
Oct 28, 2025
11 min read
How AI Is Turning Information into a Recognizable Form of Capital
Oct 21, 2025
How CFOs should plan for both measurable returns and long-term enablement.
Oct 14, 2025
10 min read
Practical ways to save time, reduce risk, and stay in control this audit season.
+7
Oct 7, 2025
7 min read
AI shifts reshaping how CFOs govern, deploy, and fund innovation
Sep 30, 2025
8 min read
Also: What’s Next to Make This Newsletter More Useful for You
AI Model
Sep 23, 2025
Also: A Checklist to Make the Most of the Memory Feature
Sep 16, 2025
Also: 5 exclusive prompts to turn Claude into your spreadsheet assistant
Sep 9, 2025
Also: Why corporate LLMs are non-negotiable
Perplexity
+5
Sep 2, 2025
ChatGPT-5 and gpt-oss models, Anthropic data policy, AI browsers, ESG impacts, and more.
Aug 26, 2025
5 min read
Also: CFO checklist for quantifying back-office AI savings
Automation
Aug 19, 2025
My honest take on post-grad programs, free resources, and the power of community
Aug 12, 2025
Why CFOs Finally Have an Answer to IT’s Biggest AI Objection
Aug 5, 2025
AI Agents, Confidentiality Risks, and Regulatory Updates
Jul 29, 2025
Also: The Unspoken Truth About the U.S. AI Action Plan
Jul 22, 2025
Also: AI Policy Checklist to Guide Your First Draft
Jul 15, 2025
Also: Infographic—What’s in a Good AI Use Policy
Jul 8, 2025
Also: A checklist to assess if your AI use puts you in the high-risk zone
Jul 1, 2025
Agents, Regulation, and What’s (Not) Working Yet
Jun 24, 2025
And How Jumping Straight into Use Cases Can Waste Time and Trust
