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
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
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
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.
Something new is coming...
Built for the next generation of finance leaders
Whether you’re just getting started or already leading a team, one
