Archives: Resources

Member Spotlight | Josh McLean

In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh’s high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to…

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Data Foundations: Fueling the AI Revolution in Business

As the volume of globally available digital data continues to grow year over year, businesses are increasingly recognizing the transformative power of harnessing this resource. From optimizing operations and improving decision-making to developing innovative products and services, data has become the lifeblood of modern organizations. We are now witnessing the explosive growth in the power…

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What’s New at CFI | AI for Formulas in Excel

Join us in the latest episode of the “What’s New at CFI” podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. We discuss practical examples of using AI tools like…

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Extended Planning and Analysis (xP&A)

What is Extended Planning and Analysis (xP&A)? Extended planning and analysis (xP&A) integrates data and insights from across the entire organization, enhancing financial planning and aligning it with operational objectives. An xP&A approach enables organizations to align financial forecasts, sales projections, budgets, and supply chain demands into one unified solution. Understanding xP&A Components Building on…

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What’s New at CFI | FP&A for New Analysts with Carl Seidman

In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing demand for FP&A in Fortune 500 companies and the shift towards proactive finance roles. Carl addresses how to enter the…

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The Best FP&A Tools: Key Considerations and Popular Tools for Any Organization

What is Financial Planning and Analysis (FP&A)? Financial Planning and Analysis (FP&A) teams play crucial roles by performing budgeting, forecasting, and analysis to support informed decision-making. As part of this, FP&A requires extensive data reconciliation and consolidation, as well as understanding and interpreting variance analysis. Additionally, FP&A professionals perform different scenario and sensitivity analyses to…

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Careers in Finance | Danielle Stein Fairhurst

In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling, driven by her love for finance and Excel, and shares her modeling core concepts.. Danielle discusses common mistakes modelers make, the importance of…

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Corporate Finance Institute (CFI) and CPA Australia Announce Strategic Partnership to Advance Global Financial Education and Professional Development to Members

June 11, 2024 – Corporate Finance Institute® (CFI), a global leader in online financial training, and CPA Australia, one of the world’s largest accounting bodies, are proud to announce a strategic partnership aimed at enhancing financial education and professional growth opportunities for CPA Australia members. This collaboration provides CPA Australia members access to CFI’s comprehensive…

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Data Analyst vs Data Scientist: A Comparative Guide

Due to advances in technology, there has been an increase in data usage. As a result, various industries are analyzing data to help streamline and automate their processes. Different industries also use data to forecast behaviors, challenges, and wins.  With all the ways businesses can now use data, data-based careers have never been more prominent….

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Bank Regulatory Ratios: Definition, Examples, and Purpose

In banking, it’s vital that measures are in place to ensure that banks have enough funds to honor their financial obligations regardless of any risks, financial struggles, or investments that arise. That’s where bank regulatory ratios and capital requirements come into play.  What are Bank Regulatory Ratios? Bank regulatory ratios are key measures of the…

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