Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot: Who It's For and Who Sponsors It

Est. audience: 1,000
Apple rating: 5 from 5
Cadence: Weekly
Latest: 2026-10-27
By: Mike Dion | Finance Leader, AI Expert
Based on: 12 recent episodes

Covers: Automating finance tasks with AI, audit readiness, Power BI, Excel workflows, and AI tool management.
For: Corporate finance professionals, FP&A analysts, and CFOs adopting AI tools.
Best for: Finance professionals wanting practical guidance on using AI tools in corporate workflows.
Skip if: People outside corporate finance or those looking for personal financial advice.

Start with

Your Auditor Will Ask About AI in Finance. Here’s What CFOs Need Ready.: Preparing documentation and audit trails when finance teams use AI tools to produce numbers.
AI Tools Build Power BI Dashboards in Minutes. Should FP&A Still Learn It?: Evaluating the role of Power BI skills when AI can generate dashboards automatically.
Over Budget for AI in Finance? Here's What The CFO Needs to Know: Understanding hidden AI costs and managing AI spend across finance and technology teams.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.