The Adam Shilton Podcast

Dive into the cutting-edge world of AI-powered data analysis with tech expert Adam Shilton. In this illuminating keynote from the Grow CFO Global Finance Summit, Adam breaks down how Python is revolutionizing Excel, explores real-world machine learning successes and failures, and provides a practical framework for selecting AI tools. Discover how finance professionals can leverage emerging AI capabilities, from autonomous assistance to advanced data visualization, making this episode essential for anyone looking to stay ahead in the data-driven future. ------SHOW NOTES------ - Microsoft Excel Python Integration Documentation- Mockaroo Random Data Generator: https://www.mockaroo.com- Kaggle Datasets: https://www.kaggle.com/datasets- Microsoft Copilot for Excel- Claude by Anthropic: https://claude.ai- ChatGPT Code Interpreter- Power BI- Google Colab for Python- Follow Richard Nero on LinkedIn for Copilot insights ------ CHAPTERS------ - (00:00:27) - Overview of keynote topics and AI's role in strategic decisions- (00:03:16) - Framework for understanding different data tasks and AI capabilities- (00:07:05) - Real-world examples of machine learning algorithms and implementations- (00:24:31) - Introduction to Python in Excel and practical demonstrations- (00:32:19) - Updates on AI tools including ChatGPT, Claude, and Copilot- (00:43:36) - Framework for selecting appropriate AI tools for data analysis- (00:52:19) - Call to action and practical steps to get started with AI For more, head over to www.adamshilton.com

Tired of that sinking feeling when you remember something important weeks too late? In this must-listen episode, learn a proven four-step framework for remembering everything, even during your busiest times. Through honest stories of costly mistakes – including a missed presentation and lost business deal – discover how these failures led to developing a foolproof system for capturing and managing information. Transform how you handle both incoming requests and internal ideas with a practical, tech-powered approach built on creating a digital "mind hub," establishing seamless capture processes, smart prioritization, and strategic review routines. Using popular tools like Notion, Evernote, or OneNote, you'll learn exactly how to build a system that ensures nothing important slips through the cracks again, all while reducing your mental load and staying on top of what truly matters. For more, head over to www.adamshilton.com

In this insightful keynote from the Grow CFO Global Finance Summit, tech expert Adam Shilton delivers a comprehensive framework for successful technology adoption in finance teams. From quantum computing's impact on future tech decisions to the latest in generative AI, Shilton breaks down why delaying tech adoption can sometimes be advantageous and how to avoid common pitfalls. The presentation focuses on practical frameworks for assessing, selecting, and implementing technology solutions while emphasizing the importance of thorough testing and pilot programs before full deployment. ———Show Notes——— Resources mentioned: - G2 Software Review Platform: [https://www.g2.com](https://www.g2.com/)- Grow CFO Slack Community (Join link available through Grow CFO)- Book Reference: "Decisive: How to Make Better Decisions in Life and Work" by Chip and Dan Heath Tools Mentioned: - Copilot for Microsoft 365- Claude AI- Excel Labs- Otter (transcription tool)- Loom (video recording/documentation) ———Chapters——— - (00:00:00) - Introduction to Adam Shilton podcast and technology adoption best practices- (00:03:07) - Overview of recent innovations in tech and quantum computing basics- (00:11:02) - Discussion of generative AI advances and cost evolution- (00:21:27) - Virtual hands vs. virtual brains: Understanding automation and AI tools- (00:25:49) - Framework introduction: Start from zero approach to tech adoption- (00:31:01) - Analyzing complexity in processes before implementing new technology- (00:35:23) - Research methodology and integration considerations for new technology- (00:41:45) - Decision-making process and importance of pilot programs- (00:44:42) - Implementation phases and key project roles for successful deployment- (00:48:21) - Closing thoughts on AI's role in future strategic decisions

Ever feel like you’re drowning in notifications, emails, and social media pulls? In this episode, Adam reveals his three-step “indistractable” framework to help you reclaim control. From denoising your digital life to time-limiting addictive apps, get ready to refocus on what truly matters. Apps and Tools Mentioned BlockSite (Chrome Extension): https://blocksite.co Freedom (Desktop App): https://freedom.to ScreenZen (Mobile App): Check your app store for availability Books Recommended Atomic Habits by James Clear Indistractable: How to Control Your Attention and Choose Your Life by Nir Eyal Additional Adam’s website: https://adamshilton.com  

In this enlightening episode, Adam Shilton sits down with Hasan Kubba, bestselling author and expert in helping entrepreneurs become published authors. They delve into the world of unfair advantages, AI's impact on content creation, and the enduring value of traditional publishing. Hassan shares insider tips on book writing, establishing thought leadership, and positioning oneself at the top of the robot curve through creative work. The conversation takes unexpected turns, exploring the use of AI in content creation, the importance of authenticity, and the future of digital real estate. Hassan offers valuable insights on recognizing and leveraging unfair advantages, while Adam shares his experiences with AI-assisted content creation. This episode is a must-listen for anyone looking to level up their life through technology, productivity, and creative thinking. ———SHOW NOTES——— - Connect with Hasan - https://www.linkedin.com/in/startuphasan/ - Visit Hasan’s Website - https://www.hasankubba.com/  ———CHAPTERS——— (00:00:00) - Introduction to Hassan Kubba and the podcast theme(00:03:43) - Discussing unfair advantages and their importance in success(00:07:54) - Exploring the impact of AI on content creation(00:14:14) - The future of digital real estate and AI-powered search(00:20:18) - Insights on book writing and establishing thought leadership(00:27:39) - Leveraging AI tools for content creation without losing authenticity(00:35:34) - The importance of finding your unique voice in content(00:41:35) - Practical tips for using AI in writing and content production(00:50:55) - Hassan's journey from digital nomad to author and coach(00:56:50) - Concluding thoughts and where to find Hassan Kubba P.S - For more goodies, head over to www.adamshilton.com 

In this episode of the Adam Shilton Podcast, we explore the innovative concept of 'time sandwiches' and how it can help you eliminate burnout and boost productivity. By strategically placing intentional space before and after your tasks and meetings, you can create a protective bubble that fosters preparation, reflection, and growth. Adam Shilton, a top voice technologist and speaker, breaks down this 3-step framework to help you integrate time sandwiches into your daily routine. Tune in to discover how to align your schedule with your goals and end each day feeling accomplished and ready for the next challenge. Links: - FREE Notion Time Sandwich Productivity system here - https://www.adamshilton.com/pl/2148467010 Chapters: 00:00:00 Chapter 1 - Introduction to the Adam Shilton Podcast.00:00:24 Chapter 2 - The pitfalls of traditional time blocking.00:00:59 Chapter 3 - The importance of including space in your schedule.00:01:25 Chapter 4 - Concept of time sandwiches and their benefits.00:02:22 Chapter 5 - Creating a protective bubble around your core activities.00:02:54 Chapter 6 - The role of mindset and intentionality in productivity.00:03:40 Chapter 7 - Detailed 3-step framework: Block, Prepare, Reflect.00:05:13 Chapter 8 - Practical guide to creating your first time sandwich.00:06:10 Chapter 9 - Additional resources and tools for implementing time sandwiches.00:06:36 Chapter 10 - Closing thoughts and call to action.

For more goodies, head over to adamshilton.com | In this episode of the Adam Shilton Podcast, Adam explores the essential meta skills needed to stay ahead of the 'Robot Curve' and thrive in an AI-driven world. Discover how critical thinking, emotional intelligence, and adaptability can set you apart from machines. Learn about the Robot Curve, gain insights from a real-life example, and get a practical framework to develop your meta skills. Join Adam for actionable tips to future-proof your career and become an irreplaceable individual. Don't miss out on strategies to win at life in this tech-driven era!------ LINKS ------ - Prompt Example 1 - https://chatgpt.com/share/91493766-1726-44ac-9ef1-e367989fcf77 - Prompt Example 2 - https://chatgpt.com/share/cb2ffd0a-00e0-45d8-8359-eb44bb328da4 ------ CHAPTERS ------ - (00:00:00) - Introduction to Adam Shilton Podcast and its Mission - (00:00:28) - Introduction to AI and Job Replacement Fears - (00:01:14) - Personal Reaction to ChatGPT and AI Evolution - (00:01:45) - Definition and Importance of Meta Skills - (00:02:52) - The Robot Curve and Its Levels Explained - (00:04:12) - Example of Meta Skills in Action: Lunch and Learn Sessions - (00:05:41) - Analyzing the Project's Placement on the Robot Curve - (00:05:52) - Framework for Developing Meta Skills: Zoom Out - (00:06:30) - Framework for Developing Meta Skills: Set a Project - (00:06:51) - Framework for Developing Meta Skills: Benchmark - (00:07:15) - Practical Prompts for Using AI to Develop Meta Skills - (00:08:25) - Final Thoughts on Becoming Irreplaceable and Conclusion

For more visit adamshilton.com | Join me as we learn from Tony Roberts, founder of PyXLL, for an in-depth discussion on Python's role in Excel and beyond. We address misconceptions about Python, explore its versatility from beginner to advanced use cases, and examine the pros and cons of AI-assisted coding. Tony shares his journey creating PyXLL and explains how it empowers Excel users with Python's capabilities. The episode also covers cloud deployment considerations and the future of Python in corporate environments. Don't miss this opportunity to stay ahead of the curve with Python. ------SHOW NOTES------ - Check out PyXLL - https://www.pyxll.com/- Watch PyXLL on YouTube - https://www.youtube.com/@python-excel - Connect with Tony - https://www.linkedin.com/in/troberts79/ ------CHAPTERS------ - (00:00:00) - Introduction of Tony Roberts and podcast overview - (00:01:18) - Misconceptions about Python's difficulty and capabilities - (00:24:46) - Time-saving benefits of AI in coding - (00:27:57) - Challenges with OpenAI Whisper API and debugging - (00:29:25) - Pragmatism in using AI for coding - (00:32:01) - Experimenting with AI tools for coding - (00:33:41) - Use of bots and AI in customer support - (00:39:02) - Coding mode differences in Microsoft Copilot - (00:45:39) - Ethical AI-generated communication in business - (00:48:49) - Importance of genuine interest in marketing - (00:52:56) - Transitioning from VBA to Python in corporate settings - (01:04:50) - Considerations for coding platform choices - (01:06:24) - Digital course plans and Python accessibility - (01:14:58) - Using Excel as a front end for Python functions - (01:17:21) - Conclusion and contact information

Introducing 'The Adam Shilton Podcast'!It's been a while! Almost 2 months since I spoke at GrowCFOs Global Finance Summit, and a LOT has happened. Tech for Finance was my passion project alongside my full-time job, but as of July 2024, I'm now working for myself. This transition has brought some identity crises, especially feeling imposter syndrome in finance. A big shoutout to my friend Soufyan Hamid for his perspective: “You don’t need to have had cancer to cure it.” Yet, I realized the content I've been producing isn't 100% me. So, I've decided to align more with my expertise. In 'The Adam Shilton Podcast'! I'll cover a broader range of topics focused on tech mastery, productivity, and self-improvement. My passion for finance tech remains, but I aim to share much more of myself. Find me at adamshilton.com for the latest newsletters and subscribe to Framework Friday. Feel free to e-mail me at adam@adamshilton.com. I appreciate your support and look forward to catching up on 'The Adam Shilton Podcast'. See you on the other side!

Watch the video of this presentation here.In this special episode, I present my keynote from the Grow CFO Global Finance Summit, exploring the now and future of AI and machine learning in finance. I the importance of pattern recognition, the role of generative AI, and practical use cases like spend and revenue analysis and outlier detection. Learn how tools like ChatGPT and Microsoft Copilot are reshaping financial management. Tune in for expert predictions, tips on improving your AI skills, and insights into deploying AI for enhanced financial operations and decision-making. ------ SHOW NOTES ------ - Check out GrowCFO here.- Download the presentation transcript and slides here- See the Google Colab code I used to run the models and predictions here.- Check out LABS.GENERATIVEAI here. ------ CHAPTERS ------ (00:00:00) - Introduction.(00:01:18) - Welcome and Summit Overview.(00:02:12) - AI Predictions and Partners.(00:03:32) - AI and Machine Learning in Finance.(00:04:41) - Poll and AI Impact.(00:07:07) - Session Overview.(00:07:32) - AI Tools and Techniques.(00:08:26) - Personal AI Journey.(00:10:33) - AI vs. Automation.(00:14:28) - Machine Learning in Finance.(00:17:11) - Training Data and Bias.(00:19:12) - Outlier Detection.(00:22:10) - Predictive Analytics.(00:23:09) - Experimentation with AI Models.(00:26:16) - Spend Forecast Case Study.(00:29:30) - Revenue Forecast Case Study.(00:34:38) - Generative AI.(00:39:49) - Building Bots with AI.(00:45:06) - AI Labs in Excel.(00:53:20) - General AI Tools.(00:56:27) - Future Predictions.(01:00:05) - Conclusion and Contact.(01:01:12) - Q&A Session. For more goodies, check out www.techforfinance.com

In this insightful episode, Adam welcomes Damien Bird, the Microsoft Cloud Architect and Power Automate Guru with over 10,000 YouTube followers. They dive deep into the world of Power Platform, demystifying the terminology and exploring the vast possibilities of Power Automate. From personal productivity hacks to enterprise-level automation, Damien shares his expertise on leveraging this powerful tool. He also provides valuable insights into the integration of AI and generative models like Copilot Studio. Get ready to unlock new levels of efficiency and streamline your workflows!    ------ SHOW NOTES ------  Watch Damien’s YouTube Videos – https://www.youtube.com/c/DamoBird365   Connect with Damien - https://www.linkedin.com/in/damobird365/   Check out Tech for Finance – www.techforfinance.com    ------ CHAPTERS ------    (00:00:00) - Intro and welcome to Tech for Finance podcast (00:00:34) - Introducing guest Damien Bird, Microsoft Cloud Architect (00:02:09) - Explaining Microsoft Power Platform terminology (00:05:12) - Getting started with Power Automate for personal productivity (00:10:48) - Discussion on Microsoft Copilot Studio and generative AI (00:19:18) - Examples of automating processes with Power Automate (00:25:58) - Suggestions for low-hanging fruit and quick wins with Power Automate (00:34:21) - Exploring Power Automate Desktop for personal productivity (00:38:06) - How to get started with Power Automate (00:44:13) - Using Process Advisor for process mining and automation opportunities (00:52:01) - Changing data formats and generating documents with Power Automate (01:00:26) - Keeping up with updates and changes in Power Platform (01:08:24) - Damien's favorite app: YouTube Studio (01:12:07) - Exploring AI apps and tools like Poe and Metaculus (01:20:22) - Closing comments and where to find Damien online 

In the age of rapid technological change, keeping up with the latest tools and trends can feel overwhelming. Dave Hartley, a technologist turned CPA, shares his insights on how businesses and individuals can navigate the AI revolution without getting left behind. He discusses the challenges of change management and the importance of being intentional about adopting new technologies. Dave also explores the generational gap in technology adoption, the potential impact of AI on the workforce, and the need for governance and risk management. He emphasizes the importance of finding the right balance between embracing innovation and ensuring security and accuracy. Whether you're a finance professional, a business leader, or simply someone interested in the future of work, this episode offers valuable perspectives on thriving in the age of furious change. Tune in for practical advice and thought-provoking insights. ------SHOW NOTES------ - Connect with Dave - https://www.linkedin.com/in/davehartley/ - Check out Anders CPA - https://anderscpa.com/ - Listen to 'But Who's Counting?' -https://open.spotify.com/show/4mieDwzhsSh44gQxRVLKXD ------CHAPTERS------ (00:00:00) - Intro: Change management challenges in the AI age (00:03:22) - Being intentional about remote work and employee experience (00:10:05) - Generational gap in technology adoption and AI acceptance (00:18:48) - Balancing innovation with security and risk management (00:27:49) - Pace of technological change and organizational readiness (00:36:42) - Governance and validation in the AI era (00:46:18) - Finding the right balance for AI adoption (00:54:19) - Dave's favorite productivity tool For more goodies, head over to www.techforfinance.com

In this episode, Adam Shilton and Mike Manalac dive into the creative side of accounting and finance. Mike, an illustrator and accounting manager at Google, shares how he incorporates drawing and visuals into his work to enhance collaboration, problem-solving, and overall productivity. They discuss the power of visual thinking, the role of technology in enabling creativity, and the future of work in a hybrid environment. Mike also offers insights into his book "No Flux Given" and shares tips for job seekers in the accounting field. Tune in for an engaging conversation that challenges traditional notions of accounting and finance. ------SHOW NOTES------ - Visit Mike's Website - www.mikefromaccounting.com - Connect with Mike - https://www.linkedin.com/in/mikemanalac/ ------CHAPTERS------ - (00:00:00) - Introduction and background on Mike Manalac - (00:03:42) - Mike's passion for drawing and incorporating it into work - (00:09:59) - Using virtual whiteboards for collaboration and visual thinking - (00:19:02) - The power of visuals in engaging audiences - (00:28:18) - Challenges and opportunities of hybrid work environments - (00:38:04) - The future of work and the role of AI - (00:48:00) - Mike's book "No Flux Given" and advice for job seekers - (00:58:22) - The importance of creativity and automation in accounting - (01:08:30) - Tools like Jeda AI for generating visuals - (01:14:05) - Closing remarks and where to find Mike For more goodies, head over to www.techforfinance.com

Join Microsoft MVP Mark Proctor and Adam Shitlon as they delve into powerful tools like VBA and Power Query, and how they can revolutionize your workflow, automating tedious tasks and streamlining processes. In this insightful episode, Mark addresses the common misconception that VBA is a dated language and explores its potential resurgence with the advent of AI. He also introduces the Unix philosophy, a framework for building scalable and maintainable automations. Additionally, they dive into the capabilities of Power Query, a powerful tool for data transformation and management. Tune in to gain valuable insights and stay ahead of the curve in the ever-evolving world of finance and technology. ------SHOW NOTES------ - Check out Excel Off the Grid - https://exceloffthegrid.com/ - Connect with Mark on LinkedIn - https://www.linkedin.com/in/markstephenproctor/ - Read Mark's hilarous LinkedIn post here - https://www.linkedin.com/posts/markstephenproctor_excel-is-not-a-database-conversation-examples-activity-7176512884670111744-NEWN - See Mark's slide deck from the Global Excel Summit here - https://drive.google.com/file/d/1Q6mw6uAq6sl5tjp1AKQtH4fG0FyRCLAH/view?usp=drivesdk ------CHAPTERS------ - (00:00:00) - Mark discusses VBA's staying power within Excel - (00:06:10) - Exploring the potential of AI to revive VBA - (00:11:00) - Importance of data structure for effective automation - (00:19:10) - Power Query: A game-changer for data transformation - (00:26:50) - VBA vs. Office Scripts: Contrasting use cases - (00:34:40) - Addressing concerns about VBA's perceived obsolescence - (00:42:30) - Leveraging Power Query for data management - (00:50:50) - The Unix philosophy: A framework for scalable automations - (01:00:20) - Embracing a modular approach to automation - (01:07:50) - Capturing ideas and staying productive on the go And for more goodies, head over to www.techforfinance.com

In this episode, we welcome Danielle Stein Fairhurst, a renowned Microsoft MVP, Author, and Corporate Trainer. Danielle shares her expertise in financial modeling, highlighting the crucial distinction between models and reality. We also delve into best practices for building accurate financial models, emphasising the importance of separating inputs from calculations and avoiding hard-coded assumptions. We also explore the role of visuals, collaboration, and lesser-known Excel functions in elevating your modeling game. Join us as we navigate the ever-evolving landscape of tech for finance. Like, subscribe, and stay ahead of the curve! ------SHOW NOTES------ - Subscribe to 'Framework Friday' - www.techforfinance.com - Connect with Danielle - https://www.linkedin.com/in/daniellesteinfairhurst/ - Using Excel for Business & Financial Modelling - https://onlinelibrary.wiley.com/doi/book/10.1002/9781119520344 - Financial Modelling in Excel for Dummies - https://www.dummies.com/book/technology/software/microsoft-products/excel/financial-modeling-in-excel-for-dummies-281721/ ------CHAPTERS------ - (00:01:39) - Danielle's experience in Saudi Arabia - (00:05:57) - Common financial modeling mistakes - (00:11:15) - Understanding financial models vs. reality - (00:16:23) - Dangers of relying on AI models - (00:21:02) - Elevating financial models for collaboration - (00:27:04) - Importance of visuals in modeling - (00:31:49) - Collecting and managing model data - (00:35:32) - Lesser-known Excel functions for modeling - (00:37:49) - Women in Financial Modeling group

In the ever-evolving world of AI chat tools, finding the right solution can be a daunting task. Fear not, as we present a comprehensive 6-step framework to help you navigate the sea of options. From budget constraints to security protocols, internet access needs, file management capabilities, data analysis requirements, and bot-building aspirations, we've got you covered. We dive deep into the offerings of industry giants like OpenAI, Microsoft, Google, Anthropic, and Mistral, dissecting their free and paid AI chat tools. But the burning question remains: Is ChatGPT still the best? Join us as we explore the pros and cons of each tool, providing expert insights and pro tips to guide your decision-making process. Stay ahead of the curve and make an informed choice that aligns with your specific needs. - (00:01:32) - Step 1: Budget considerations for AI chat tools - (00:02:17) - Step 2: Security protocols and data protection - (00:03:36) - Step 3: Internet access capabilities of AI chat tools - (00:05:38) - Step 4: File management and multi-modal capabilities - (00:06:50) - Step 5: Data analysis and visualization capabilities - (00:07:52) - Step 6: Bot-building and customization options - (00:09:13) - Example use case: CFO reviewing contracts - (00:10:06) - Example use case: Controller analyzing spend - (00:10:27) - Example use case: Finance business partner meetings - (00:11:22) - Bonus free AI chat tool recommendations - (00:13:24) - Determining if ChatGPT is still the best option For more goodies, head over to www.techforfinance.com

What does it mean to have a "good spend culture"? Howard Katzenberg, founder and CEO of Glean AI, breaks it down. We explore building financial visibility, tightening spend control, and empowering employees to make better spending decisions. Howard shares insights from his experience as both a CFO and entrepreneur on understanding unit economics, marketing to different buyer personas, and negotiating win-wins with vendors. He also advocates for finance leaders getting their hands dirty—attending planning meetings, analyzing conversion funnels, and understanding the drivers behind costs. We also explore generative AI, easy onboarding, and why you should see spend forensics as strategic rather than just tactical. ------SHOW NOTES------- - Connect with Howard on LinkedIn - https://www.linkedin.com/in/howardkatzenberg/ - Check out Glean AI - https://www.glean.ai/ ------CHAPTERS------ (00:00:00) - Introducing Howard from Glean AI (00:03:37) - Advice to CFOs on understanding business operations (00:07:00) - Analyzing marketing and sales funnel performance (00:10:26) - Defining and improving company spend culture (00:14:23) - Automating accounts payable for better visibility (00:19:52) - Using AI to benchmark supplier pricing (00:24:37) - Onboarding customers to Glean's platform (00:27:48) - Integrating Glean with existing finance systems (00:31:42) - Competing with Bill.com in AP automation (00:35:44) - Leveraging AI technology at Glean For more goodies, head over to www.techforfinance.com

In this episode of "It's Not About the Numbers," hosts Chris and Mike, along with special co-host Adam Shilton, a trailblazer in AI finance, dive deep into the role of technology in enhancing finance team efficiency, regardless of their size or budget. The discussion spans the value of benchmarking tech use in finance, the impact of automation and advanced tools, and personal anecdotes from the hosts' lives, reflecting on changes and the pace of technological adoption. The episode uniquely blends professional insights with personal stories, emphasizing the importance of technology in finance without losing sight of the human elements. ------SHOW NOTES------ Subscribe to 'It's not all about the numbers' - https://open.spotify.com/show/4znaA5D1A3eXXxXd5PTaV1 ------CHAPTERS------ (00:01:48) - Sharing what's happening in AI news (00:03:09) - Adam detailing his background (00:07:26) - Recapping busy weeks and AI developments (00:08:41) - Comparing AI models Gemini and ChatGPT (00:12:28) - Explaining Microsoft's Copilot AI offering (00:17:15) - Adam explaining his fear of advanced AI (00:21:38) - Tracing Adam's early interest in technology (00:25:41) - Visualizing Adam's work as an AI producer (00:28:03) - Asking how Adam developed communication skills (00:31:46) - Recalling a pivotal public speaking experience (00:34:37) - Answering a question on benchmarking tech maturity (00:42:32) - Sharing good and bad data (00:49:55) - Providing links to connect with Adam P.S - Don’t forget to head over to www.techforfinance.com and sign up to Framework Friday for 1 actionable tech framework you can use to stay ahead of the game.

This video talks through a 3-step framework for deploying Python in finance. ------CHAPTERS------ 1. Python Libraries https://spectacled-redcurrant-dae.notion.site/e28a304c1f034deda720dcdf42ba9ab5?v=4c851e78252c4f5e9f6b625e693f69e3 2. Library prompt https://chat.openai.com/share/c819bec9-3c65-437e-b24c-3a2b78a9210b 3. Application prompt https://chat.openai.com/share/451553fc-bb60-446e-b73b-8dfc11219217 4. Google Colab Code https://chat.openai.com/share/84f85da3-1068-4c70-b3b5-611ace9d5f15 ------SHOW NOTES------ 1. [L] Python Library **Key takeaway** - If there’s not a library for your use case, Python may not be the best option. At least not without a developer. **Pro Tip** - Use this prompt with an AI of your choice: “List some Python libraries that can be used for [Use Case] (that don't relate to the finance industry or algorithmic trading) and describe what they do.” 1. [A] Application **Key Takeaways** - It’s important to match your application to your specific use case. Online environments like Jupyter notebooks have a much lower barrier to entry that installing developer tools like Visual Studio Code. **Pro Tip** - Use this prompt with an AI of your choice: “I’m thinking of performing [use case] using a library like [library]. Is this the library you’d suggest? If so, which platform (e.g Google Colab or Visual Studio Code) would you use to deploy it?” 1. [W] Workflow **Key Takeaway -** Python become infinitely more powerful when added to day to day workflows. Have a think about where it can slot into yours. ## Putting it into practise The best way to get concepts to stick is to put them into practise. Try this: 1. Login to an AI of your choice (ChatGPT Pro or [Copilot](https://copilot.microsoft.com/) preferred as they’re better with coding) 2. Enter this prompt: “Using the Matplotlib library, generate some Python code that someone in corporate finance could use in Google Colab to get an immediate impression of the power of Python - Use dummy data within the code to avoid the need for data upload or data connection - Exclude anything to do with the finance industry or algorithmic trading.” 3. Copy the code 4. Create a new Notebook in Google Colab (login using [this link](https://colab.research.google.com/)) 5. Copy the code and hit play (top left) P.S - Don’t forget to head over to www.techforfinance.com and sign up to Framework Friday for 1 actionable tech framework you can use to stay ahead of the game.

In this episode of Tech for Finance, we interview Stephanie Mertz, co-founder and CTO of Eisen, an innovative fintech platform aiming to transform dormant account management. With deep expertise in computer science and financial technology, Stephanie shares her perspectives on leveraging AI tools to solve problems, building resilient systems, the requirement for foundational knowledge, and more. Tune in to hear Stephanie's thoughts on moving beyond traditional finance tools like Excel, considerations around automation platforms, prompt engineering in AI, and the future of generative AI. Whether you're a seasoned finance pro or just starting out, you'll come away with fresh ideas to level up your technical skills. ------ SHOW NOTES ------ - Connect with Steph on LinkedIn - https://www.linkedin.com/in/stephmertz/ - Check out Eisen - https://www.witheisen.com/ ------ CHAPTERS ------ Here is a summary of the key chapters in the transcript: (00:00:00) - Introduction to Stephanie and Aizen (00:01:41) - Stephanie's background and experience (00:03:30) - Stephanie's approach to solving problems (00:05:37) - Starting the development process (00:08:29) - Using AI tools versus Excel (00:10:40) - Criticality levels for automation (00:12:00) - Understanding code from AI assistants (00:16:07) - Backup plans for critical systems (00:20:23) - Version control and documentation (00:26:29) - Case study on using ML for sentiment analysis (00:29:07) - The need for foundational knowledge (00:31:35) - Training machine learning models (00:35:09) - Security risks from deepfakes (00:38:15) - Using Python for analytics (00:40:00) - Levels of automation tools (00:42:17) - Engineering principles for critical systems (00:49:46) - Advice on starting coding projects (00:52:31) - The future of prompt engineering (00:54:01) - One-shot vs. two-shot prompting (00:58:27) - Explaining dormant accounts and Eisen (01:00:14) - Favorite productivity tools For more goodies, check out www.techforfinance.com