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The Adam Shilton Podcast

Latest episodes

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Jan 16, 2025 • 57min

AI Powered Data Insights: Global Finance Summit Keynote [Nov 24]

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
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Jan 9, 2025 • 52min

How to Master Tech Adoption - Global Finance Summit Keynote [Sept 24]

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
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Oct 10, 2024 • 1h 9min

How to Create an Unfair Advantage: Standing Out in the Age of AI - Hasan Kubba

In this engaging discussion, Hasan Kubba, a bestselling author and entrepreneur mentor, shares his expertise on standing out in the age of AI. He emphasizes the importance of leveraging personal strengths and unfair advantages to succeed. The conversation explores the profound effects of AI on content creation while maintaining authenticity. Hasan offers insights on book writing, thought leadership, and the evolving landscape of digital real estate, all sprinkled with personal anecdotes and valuable tips for navigating success in today's tech-driven world.
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Jul 16, 2024 • 1h 18min

Unlocking Python: From Misconceptions to Mastery with Tony Roberts

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
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Jul 12, 2024 • 3min

Imposter Syndrome Cured - ‘Tech for Finance’ is now ‘The Adam Shilton Podcast’

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!
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May 17, 2024 • 1h 4min

Global Finance Summit Keynote - AI & Machine Learning in Finance: Transformative Applications

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
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May 1, 2024 • 1h 21min

Power Automate: Turn Manual to Magnificent and Create Massive Value - Damien Bird | Ep.072

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 
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Apr 23, 2024 • 1h 3min

AI Overwhelm: How to Keep Up in the Age of Furious Change - Dave Hartley | Ep.071

Listen to Dave Hartley, a technologist turned CPA, discuss navigating the AI revolution and the challenges of change management. He explores the generational gap in technology adoption, the impact of AI on the workforce, and the importance of governance. Find out how to balance innovation with security and accuracy in the age of rapid technological change.
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Apr 16, 2024 • 1h 15min

Accounting Meets Art: How to Use Visuals as the Ultimate Productivity Tool - Mike Manalac | Ep.070

Mike Manalac, an illustrator and accounting manager at Google, shares his unique approach to integrating visuals into the finance world. He discusses how drawing can enhance collaboration and problem-solving, transforming traditional practices. The conversation dives into the future of work amidst hybrid environments, highlighting the power of technology and creativity. Mike also offers valuable insights from his book "No Flux Given" and advice for aspiring accountants, showcasing the evolving role of creativity in a tech-driven industry.
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Apr 9, 2024 • 1h 13min

Automating Excel: Demystifying VBA, Office Script, Power Query & Python - Mark Proctor | Ep.069

Join Microsoft MVP Mark Proctor as he discusses the resurgence of VBA with AI, Unix philosophy for scalable automation, and the power of Power Query in data transformation. Gain valuable insights to streamline processes in finance and technology.

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