Latest
24
Jul
The 80/20 of Month-End Reviews
Month-end reviews don’t need to be chaotic. But they usually are.
Last-minute questions, version chaos, missed logic errors. All
2 min read
17
Jul
How to Bulletproof Your Excel Model: 9 Checks to Build In Today
Resources Included: Excel Model QA Checklist + 2 GPT Prompts for Auditing Excel Logic.
Excel is a maze to some, but
3 min read
10
Jul
How to Be ‘Quietly Excellent’ at Work
Some of the most respected finance professionals aren’t loud, they’re just consistently clear.
This Modern Finance Lab edition
2 min read
03
Jul
How To Build Custom AI Solutions
3 min read
26
Jun
What Morgan Stanley’s AI Gamble Tells Us About the Future of Work in Finance
When one of the world’s most established investment firms quietly rolls out an AI assistant to support 16,000 financial advisers, it’s not just a software upgrade.
It’s a strategy shift that signals where the industry is heading.
3 min read
26
May
Something new is coming...
Built for the next generation of finance leaders
Whether you’re just getting started or already leading a team, one
1 min read