Tim is currently the President & CEO of Agillitics, a technology solutions and consulting services firm based in Atlanta, GA.  Agillitics empowers companies to make data driven decisions to improve operational performance, enable innovation, and drive competitive advantage.

Certified: ►Supply Chain Professional (CSCP) ►PMP ►Lean Six Sigma Master Black Belt

Tim is experienced consulting and sales director with proven ability to manage large cross-functional teams, identify, design, implement innovative business solutions, and build sustained client relationships. Tim has a diversified background in retail, consumer products, e-commerce, automotive, industrial goods and services, logistics, and government. Tim also has a demonstrated ability to deliver results that have a measurable, positive impact on a clients’ bottom line while bridging the gaps between strategic vision, technological innovation, and operational execution.

Tim has designed innovative supply chains from the ground up and directed implementations across multiple verticals and  service offerings including Warehousing, Labor Management, Transportation, Order Fulfillment and Business Intelligence for a large list of clients/partners including:  FEMA (Federal Emergency Management Agency), DELL, AVON, Mary Kay, The Home Depot, Newell Rubbermaid, Republic National Distributing Company (RNDC), Donaldson Corporation, Siemens, Genuine Parts Company, Pendleton Woolen Mills, Orvis, Carter’s, Sigma Aldrich, etc.

Tim has an MBA and BS in Industrial & System Engineering from Georgia Institute of Technology.

Specialties: Supply Chain Management Strategy, Planning, and Execution (Warehousing, Transportation, Labor, Order Fulfillment, Material handling equipment, Business Intelligence, etc.), Project and Program Management, Performance and Process Optimization, Operations/Process Design, Risk Management and Mitigation, Strategic Management Consulting, and Change Management.

Tim Judge

🎤 What Not to Say at the Gartner Supply Chain Planning Summit
 ......If You Want to Get to the Good Stuff 😊 

The Gartner Supply Chain Planning Summit is where smart people say smart things.

But let’s be real, it’s also where a lot of surface-level fluff and supply chain jargon gets repeated on loop.

In Entrepreneur's Organization (or EO), we have a concept called 5%.

5% means to cut through all the BS, and focus on the transparent, clear, meaningful, valuable, deep, etc. of an idea, story, pitch, theory, that actually matters.

So, in the spirit of cutting through the 95% noise and getting to the real 5% that builds trust, insight, and connection,

Here’s a list of what NOT to say:

If you're a VENDOR, please don’t say:
 ❌ “Our platform does it all.”
 ❌ “Just layer AI on top.”
 ❌ “Integration is easy!”
 ❌ “You don’t need to worry about data quality.”
 ❌ “We’re in the Magic Quadrant... somewhere.”

If you're a SUPPLY CHAIN LEADER, please avoid these too:
 ❌ “Our data is fine—it’s all in spreadsheets.”
 ❌ “We’ll deal with AI after we finish our ERP upgrade.”
 ❌ “We just need one more dashboard.”
 ❌ “This is how we’ve always done it.”
 ❌ “IT handles that.”

💡 The truth?

You already know the real challenges.

Messy data, siloed systems, cultural blockers, and tech debt.

Let’s talk about that.

Because when we skip the script and focus on the 5% that actually matters, the entire conference gets better (for everyone)

👇 What phrase do you hope never to hear in Denver?

#GartnerSC #SupplyChain #SupplyCHainPlanning
#SupplyCHainManagement #DataDriven #AIMaturity #GartnerPlanningSummit #GartnerSupplyChainPlanningSummit
#RealTalk

li_at

JSESSIONID

Rescuing Supply Chain Leaders Drowning in Data but Starving for Insights | CEO at Agillitics | Supply Chain Analytics

Information isn’t the advantage.
Action is.

And nowhere is that more obvious than in supply chain.

Most companies aren’t struggling because they lack data.

They’re struggling because their data isn’t usable, trusted, or timely enough to drive decisions.

We don’t need more reports.
We need faster insight → faster action.

That’s the real advantage.

When you turn raw supply chain data into:
	•	accurate OTIF alerts instead of static tables
	•	inventory risk signals instead of weekly spreadsheets
	•	labor performance insights instead of historical logs
	•	capacity constraints before they hit the floor
	•	exception-driven workflows instead of manual hunting

…you shift from simply knowing to consistently doing.

That’s when your planners move from reactive to proactive.

That’s when operations stop fighting fires.

That’s when AI stops being a buzzword and becomes a capability.

Because at the end of the day:

Information informs.
Insight moves.
Action transforms.

And the companies who operationalize their data are the ones who win. 💪

(7) Feed | LinkedIn

📊 50% of warehouse labor time is lost to non-value activities like searching, waiting, and walking.

📅 Data Point of the Day #143 – Saturday

🧠 Takeaway: The fastest gains come from removing wasted motion.

👶 Baby Chains: “Every step should serve the work.”

🐶 Bronxie the Bullwhip: “I walk enough to close my exercise ring by lunch!”

📌 Source: OPEX Warehouse Efficiency Benchmark 2025

💡 Real-world example: A regional 3PL cut wasted motion by 22 percent after redesigning travel paths and enforcing location accuracy. Throughput improved the same week.

❓ Where does wasted motion hide in your operation?

This GIF nails where most supply chains really are with AI right now 😂👇

Everyone wants “AI Agents” sliding in from the clouds. Meanwhile the enterprise is standing there with a 20-year-old WMS, siloed data, and inventory accuracy that swings like a mood chart.

We talk about AI like it’s magic. But AI is just math sitting on top of your data. If the data is wrong, the math gets weird fast.

What leaders expect AI Agents to unlock:
 • Network orchestration
 • Jedi-level demand sensing
 • Fewer expedites and firefights
 • A smoother path to EBITDA

What actually shows up:
 • Systems that don’t reconcile
 • Lead times built on tribal knowledge
 • Supplier data that only one person understands
 • Agents hallucinating because the inputs look like a DC after peak season

Here’s the truth:
AI isn’t failing. The data foundation is.

You can’t duct-tape AI onto broken processes and expect autonomy, speed, or accuracy. You get there by unifying the data, cleaning it, governing it, and making it accessible.

AI Agents aren’t the finish line.
They’re the reward for doing the hard work.

Fix the data first. Then bring on the agents. That’s when supply chain shifts from reactive to compounding.

📊 65% of warehouses use predictive analytics to forecast demand and optimize resources

📅 Data Point of the Day #126 – Wednesday

🧠 Takeaway: Predictive means fewer surprises, smoother shifts, and smarter slots.

👶 Baby Chains:  “Seeing ahead beats catching up.”

🐶 Bronxie the Bullwhip: “But I like guessing — it keeps things exciting!”

📌 Source:  Manhattan Associates -State of Warehouse Operations Report

💡 Real-world example: A 3PL used predictive analytics to anticipate inbound surges, cutting overtime hours by 18%.

❓ What’s one decision you’d automate if you trusted the forecast fully?

#SupplyChainAI #Forecasting #DigitalSupplyChain #WarehouseAnalytics #BabyChains #BronxieTheBullwhip

LinkedIn Login, Sign in | LinkedIn

📊 Over 90% of warehouses are adopting WMS or predictive maintenance tools by 2025.

📅 Data Point of the Day #130 – Sunday

🧠 Takeaway: Integration is now infrastructure.

👶 Baby Chains: “Connected systems create connected teams.”

🐶 Bronxie the Bullwhip: “Wait—so paper’s out of the network?”

📌 Source: Omniful / Clickpost

💡 Real-world example: A national distributor cut downtime by 28% after linking their WMS, fleet telematics, and equipment health data—creating a single, proactive visibility layer instead of three disconnected dashboards.

❓ Which system in your tech stack needs to ‘join the network’ next?

#SupplyChainAI #WMS #PredictiveMaintenance #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

(15) Feed | LinkedIn

🥈 Baby Chains Weekly Recap | The Silver Shift in Supply Chain

Silver is having its moment, moving from “precious” to “critical” as demand surges for solar, electronics, and renewable energy.

It’s a perfect reflection of what’s happening in supply chains: automation and intelligence are no longer optional luxuries… they’re essential materials for resilience.

This week’s key stats:
⚙️ The global warehouse automation market will double from $29.9B (2025) to $63.4B (2030)
📦 90%+ of warehouses are adopting WMS or predictive maintenance tools by 2025
🚛 22% of procurement leaders expect logistics costs to rise more than 10% this year
🏭 60% of manufacturers expect warehouse space needs to keep growing
👷 73% of warehouse managers can’t find enough workers
📈 65% of warehouses use predictive analytics to forecast demand
🤖 78% of warehouses are increasing investment in robotics

The takeaway:
As silver becomes critical to energy, data and automation are becoming critical to operations.
The supply chains that adapt fastest will shine the brightest.

#SupplyChainAI #DataStrategy #DigitalSupplyChain #BabyChains #BronxieTheBullwhip #WarehouseAutomation #PredictiveAnalytics #ResilientSupplyChain

📊 16% of Black Friday purchases are returned within the first 72 hours.

📅 Data Point of the Day #149 – Saturday

🧠 Takeaway: The return wave begins before the peak wave ends. Reverse logistics is now part of the weekend workload.

👶 Baby Chains: “A smooth return protects the entire cycle.”

🐶 Bronxie the Bullwhip: “I prepare for returns the same way I prepare for leftovers.”

📌 Source: NRF Holiday Returns Study / Loop Returns 2025

💡 Real-world example: A major apparel brand pre-slots return SKUs during Black Friday weekend, reducing processing time by 28 percent and keeping forward flow steady.

❓ How early do returns start to hit your network?

📊 Peak-season mis-picks increase by 22% when inventory accuracy slips below 97%.

📅 Data Point of the Day #150 – Sunday

🧠 Takeaway: Accuracy collapses fast under pressure. The strongest peak seasons come from the cleanest data.

👶 Baby Chains: “A stable inventory sets the tone for the entire shift.”

🐶 Bronxie the Bullwhip: “I can find anything… unless it moved.”

📌 Source: WERC DC Measures / DHL Picking Benchmark 2025

💡 Real-world example: A consumer goods DC raised accuracy from 96.4% to 98.1% before peak, reducing mis-picks enough to free an equivalent of six labor-hours per shift.

❓ Where does accuracy slip first when volume surges?

📊 By 2026, 75% of logistics firms plan to adopt intralogistics automation.

📅 Data Point of the Day #134 – Thursday

🧠 Takeaway: Internal flow is the next frontier of efficiency.

👶 Baby Chains: “The quietest optimizations make the loudest gains.”

🐶 Bronxie the Bullwhip: “Guess forklifts need performance reviews now!”

📌 Source: Logistics IQ 2025 / Omniful

💡 Real-world example: A national 3PL implemented AGVs for pallet transfers and saw 19% faster dock turns while lowering accident rates. The secret wasn’t speed — it was consistency in every move inside the four walls.

❓ Where in your operation could quiet automation deliver big impact?

#SupplyChainAI #Intralogistics #Automation #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 The global warehouse automation market will double from $29.9B (2025) to $63.4B (2030).

📅 Data Point of the Day #131 – Monday

🧠 Takeaway: Capital is chasing flow.

👶 Baby Chains: “Automation is the new floor space.”

🐶 Bronxie the Bullwhip: “Maybe I should invest in conveyor belts…”

📌 Source: Clickpost 2025

💡 Real-world example: A national distributor avoided a $12M facility expansion after deploying robotic conveyors and automated sortation — boosting throughput per square foot by 37% without adding real estate.

❓ Are you investing in more space or more flow?

#SupplyChainAI #WarehouseAutomation #DigitalSupplyChain #Robotics #BabyChains #BronxieTheBullwhip

📊 54% of supply chain leaders say bottlenecks come from handoffs, not tasks.

📅 Data Point of the Day #138 – Monday

🧠 Takeaway: Flow breaks between teams before it breaks inside them.

👶 Baby Chains: “The handoff shapes the outcome.”

🐶 Bronxie the Bullwhip: “So we need a referee?”

📌 Source: Supply Chain Leadership Outlook 2025

💡 Real-world example: A nationwide distributor fixed a recurring dock delay by connecting purchasing, inbound, and warehouse teams through one shared ETA signal, cutting staging time by 23 percent.

❓ Which handoff creates the most friction in your operation?

#SupplyChainAI #FlowManagement #SupplyChainLeadership #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 Gartner reports that only 8% of companies describe their planning process as “fully connected,” with most still juggling 20+ disconnected workflows.

📅 Data Point of the Day #152 – Wednesday

🧠 Takeaway: Planning breaks in the gaps between systems long before it breaks in the numbers.

👶 Baby Chains: “Connection creates clarity. Clarity creates confidence.”

🐶 Bronxie the Bullwhip: “My planning is connected too… mostly by sticky notes.”

📌 Source: Gartner Supply Chain Planning Survey 2025

💡 Real-world example: A global CPG brand reduced planning cycle time by 41 percent after replacing fragmented spreadsheets with a unified planning layer that synced demand, supply, and finance.

❓ Where does your planning process disconnect first?

📊 AI-enabled forecasting can reduce supply chain errors by up to 50%.

📅 Data Point of the Day #141 – Thursday

🧠 Takeaway: Better forecasts create better flow.

👶 Baby Chains: “Accuracy grows when AI guides the next move.”

🐶 Bronxie the Bullwhip: “If AI can cut errors, maybe it can fix my handwriting too.”

📌 Source: McKinsey – The State of AI in Supply Chain 2025

💡 Real-world example: A global apparel brand used AI-driven forecasting to align channel mix and replenishment timing. They cut out-of-stocks by 18 percent with no change in safety stock strategy.

❓ What error would you eliminate first with a smarter forecast?

#SupplyChainAI #Forecasting #AIinSupplyChain #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 Every 5-point increase in forecast accuracy boosts service levels by up to 10%.

📅 Data Point of the Day #145 – Monday

🧠 Takeaway: Accuracy creates stability, and stability drives service.

👶 Baby Chains: “The right number sets the entire day on track.”

🐶 Bronxie the Bullwhip: “If I forecast snacks right, I never miss.”

📌 Source: McKinsey — The State of AI in Supply Chain 2025

💡 Real-world example: A national retailer improved store-level service by 8 percent after applying AI-based forecasting to replenishment timing.

❓ Where would better accuracy move your service the most?

📊 80% of 3PLs are investing in predictive analytics for supply chain operations.

📅 Data Point of the Day #132 – Tuesday

🧠 Takeaway: Data readiness is now a competitive service.

👶 Baby Chains: “3PLs win with foresight, not forklifts.”

🐶 Bronxie the Bullwhip: “Do forecasts come with a warranty?”

📌 Source: OPEX Guide 2025

💡 Real-world example: A regional 3PL used predictive analytics to anticipate customer volume spikes two weeks early. The result? 15% faster dock turns and zero missed SLAs — all before peak even started.

❓ What’s the next decision in your network that predictive analytics could make for you?

#SupplyChainAI #3PL #PredictiveAnalytics #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 22% of procurement leaders expect logistics costs to rise more than 10% this year.

📅 Data Point of the Day #129 – Saturday

🧠 Takeaway: Inflation in freight hits faster than inflation on shelves.

👶 Baby Chains: “Every dollar unplanned is profit unpaid.”

🐶 Bronxie the Bullwhip: “Maybe we can just ‘negotiate’ gravity!”

📌 Source: CIPS Pulse Survey 2025

💡 Real-world example: A mid-market retailer saw freight costs spike 13% YoY even though store prices rose only 4%. The gap forced them to revisit routing guides, cube utilization, and carrier mix just to hold margins steady.

❓ Which cost bucket in your network is rising the fastest right now?

#SupplyChainAI #LogisticsCosts #Procurement #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 The global AI-in-logistics market will hit $20.8B in 2025, growing about 45% per year.

📅 Data Point of the Day #133 – Wednesday

🧠 Takeaway: AI is no longer a pilot—it’s the platform.

👶 Baby Chains: “The question isn’t if AI fits, it’s where first.”

🐶 Bronxie the Bullwhip: “Think it can plan my lunch break?”

📌 Source: DocShipper 2025

💡 Real-world example: A global freight forwarder used AI-driven routing and ETA prediction to reduce demurrage fees by 31% and customer complaints by 40%. Once AI was embedded in daily operations, manual interventions almost disappeared.

❓ Where could AI quietly remove the most friction in your network?

#SupplyChainAI #Logistics #ArtificialIntelligence #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 47% of distribution centers say their biggest productivity losses come from searching for inventory, not moving it.

🧠 Takeaway: Time disappears faster in the aisles than at the dock.

👶 Baby Chains: “Accuracy is the fastest path to speed.”

🐶 Bronxie the Bullwhip: “I swear this pallet was here yesterday.”

📌 Source: DC Operations Benchmark Report 2025

💡 Real-world example: A home goods distributor reduced search time by 29 percent after tightening location accuracy and cleaning up bin standards. Throughput increased the same week without changing headcount.

❓ Where does time slip away most in your building?

#SupplyChainAI #WarehouseEfficiency #InventoryAccuracy #DigitalSupplyChain #BabyChains #BronxieTheBullwhip

📊 Optimized slotting reduces pick-path travel distance by 27%.

📅 Data Point of the Day #144 – Sunday

🧠 Takeaway: Better slotting builds better flow.

👶 Baby Chains: “Travel time is the quiet tax on throughput.”

🐶 Bronxie the Bullwhip: “My slotting system is alphabetical… mostly.”

📌 Source: DHL Picking & Slotting Study 2025

💡 Real-world example: A consumer goods distributor re-slotted fast movers and cut pick travel by 19 percent without adding automation or labor.

❓ What is the biggest gap in your slotting strategy today?

Upvance B.V.

Training: 
↳ General AI awareness training
↳ Training of financial professionals about how to leverage AI

Consulting: 
↳ Implementation of AI in business processes

Instructor & Owner

Rosalia Interim Audit

I've supported various organizations by enhancing their financial processes and systems. I performed different type of audit and financial controling roles: 

↳ Deloitte Risk Advisory: Project Manager
↳ BMW Finance: Financial Controller
↳ Epson Europe B.V.: Internal Auditor
↳ SVB (Institute for National Social Securities): Project Manager Financial Statements
↳ DJI (National Agency for Correctional Institutions): Senior Internal Auditor
↳ UWV (Employees Insurance Agency): Senior Internal Auditor
↳ BDO The Hague: Senior Auditor
↳ BDO Amstelveen: Junior Manager Audit
↳ Flynth Audit: Senior Auditor

Interim Financial Professional

Nederlandse Beroepsorganisatie van Accountants (NBA)

Practical mentor for audit trainees

Deloitte

Manager

BDO Nederland

Senior Assistent (a.i.)

Flynth

Interim Auditor (Freelancer)

Auditdienst Rijk

Senior Auditor a.i. (Freelancer)

Junior Manager a.i. (Freelancer)

KPMG Dutch Caribbean & Suriname

Supervising Senior a.i. (Freelancer)

Senior Associate

Associate

Trained 200+ Finance Experts 🔥 Productivity + AI for Financial Professionals | Save Time with AI Smart Workflows

I help financial professionals find extra hours in their day. You deserve more time to spend on what matters most.

I’m an auditor turned AI educator, with experience at PwC, Deloitte, BDO, BMW Finance, Epson, and various government institutions. Along the way, I saw how overloaded finance teams often are constantly juggling deadlines, meetings, and reports.

I’ve lived it. As a father of five amazing kids, I deeply value time. That’s why I became obsessed with using AI and smart systems to work more efficiently and now I help others do the same.

What I Do:

- I’ve trained 100+ finance professionals on how to use AI to eliminate repetitive tasks

- I run in-company workshops tailored to your team’s exact workflows

- I help you streamline your day, so you can get more done with less stress

Whether you're a CFO, controller, or analyst these strategies can help you free up hours each week without sacrificing results.

Want to See It in Action?

📞 Book a free 1:1 call to see exactly how this can work for you or your team.

👉 https://calendar.app.google/De55M4nFuSdvdgkBA

Follow me for weekly tips, tools, and workflows that help finance pros work smarter and live better.

Derwish Rosalia MSc RA

CURACAO IS GOING TO THE WORLD CUP.

And I still cannot believe I get to type that.

A tiny island in the Caribbean, with a population that almost fits in a stadium!

We just qualified for the biggest stage in world football. The smallest nation ever to reach the World Cup.

This is more than sport.
This is a reminder that limits are often stories we tell ourselves.

Curacao does not have endless resources.

Curacao does not have a massive talent pool.

Curacao does not have a stadium packed with corporate VIP boxes.

What we do have is something far more powerful:

People who refuse to accept that size determines destiny.

Every coach, every player, every volunteer, every kid kicking a ball barefoot on a warm street, they all carried this dream.

Now the world has to look at an island that never stopped believing.

If a nation this small can reach a stage this big, then what excuse do we have in our own lives, careers, teams, or businesses?

Dream bigger.
Work with courage.
Back yourself even when others do not.

Curacao just showed the world what happens when belief meets discipline and community meets ambition.

And to everyone from the island, or with roots there, this moment is ours. History has been written.

See you at the World Cup.

Trained 700+ Finance Experts 🔥 Productivity + AI for Financial Professionals | Save Time with AI Smart Workflows

Ever wondered what actually happens in the C-suite?

Here's a breakdown of what each C-level leader truly does and why every role matters.

Because leadership isn't just titles.
It's the functions that make vision, strategy, and execution work together.

CEO — Sets direction and keeps the ship moving toward long-term goals.

COO — Turns big strategies into daily, measurable action.

CFO — Protects and grows financial health.

CMO — Builds brand, demand, and market connection.

CTO — Keeps the company’s tech future-ready.

CIO — Manages systems, security, and data strategy.

CHRO — Builds people, culture, and performance.

CPO — Drives innovation through customer-focused products.

Every great company runs on the alignment between these eight roles.

Vision, Operations, Finance, Technology, People, and Product working as one system.

When one fails, the system struggles.
When all align, the company scales.

👉 Save this for when you need to explain how leadership actually works.

How to Train AI on Your Financial Data (Without Risking Everything)

AI can transform your finance operations, but only if you do it safely.

Here's your 7-step framework:

✲ STEP 1: Data Audit & Classification

Know what you have. Categorize data by sensitivity level.
➝ Public, Internal, Confidential, Restricted

✲ STEP 2: Data Sanitization

Remove all personally identifiable information (PII).
➝ Names, SSNs, account numbers, addresses

✲ STEP 3: Choose the Right Environment

Options ranked by security:

◦ On-premise (highest control)
◦ Private cloud (balanced approach)
◦ Public cloud with encryption (convenient)

✲ STEP 4: Implement Data Governance

Create clear policies:

✓ Who can access training data?
✓ How long is data retained?
✓ What's the approval process?

✲ STEP 5: Use Synthetic Data

Generate realistic but fake data for testing.
Tools: Mostly AI, Gretel, Tonic

✲ STEP 6: Select Compliant AI Tools

Verify certifications:

➝ SOC 2 Type II
➝ GDPR compliance
➝ ISO 27001
➝ HIPAA (if healthcare-adjacent)

✲ STEP 7: Monitor & Audit Continuously
Set up alerts for:

Unusual data access patterns
Model performance degradation
Compliance violations

Real-world example:

A mid-sized fintech used anonymized transaction data to train a fraud detection model.

40% reduction in false positives, zero privacy breaches.

They were never trained on raw customer data.

Bottom line: AI's power shouldn't come at the cost of trust.

What step do most companies skip? (Spoiler: It's # 4)

Bookmark this for your next AI project.

The 1 Habit That Made Me Twice as Productive

A simple shift that transformed how I work and how every finance professional can too.

Most productivity advice tells you to "plan more," "optimize your tools," or "wake up at 5 AM."

None of that changed anything for me.

The habit that actually doubled my productivity was this:

➝ I started doing ONE high-impact task before opening my inbox.

That’s it.

Here’s why it works especially in finance 👇

❖ 1. Your inbox steals your priorities

The moment you open your inbox:
You stop leading your day.
You start reacting to everyone else’s problems.

But your most valuable work happens before the world reaches you.

❖ 2. High-impact tasks need a quiet brain

Variance analysis, forecasting, building models, preparing reports.

These require clarity, not chaos.

Doing them first means:
✓ fewer errors
✓ better insights
✓ faster execution

❖ 3. You make more progress in 60 minutes than in 6 hours

I set a simple rule for myself:

"No email, no Teams, no Slack… until one meaningful task is done."

I call it:

The Daily Anchor Task

Example anchor tasks my clients use:

Finalize the forecasting assumptions

Clean and prep data for reporting

Review the top 3 risk indicators

Build that model you’ve been avoiding

Write the CFO summary before collecting feedback

Finishing just one of these sets your entire day on a different trajectory.

❖ 4. The results shocked me

After 30 days:

✓ Month-end close became smoother
✓ My reviews became faster
✓ I stopped working evenings
✓ My stress dropped
✓ My output improved
✓ My team got clearer direction

And I realized something important:

Most finance pros are not unproductive they're just starting their day in the wrong place.

Try this tomorrow:

Before opening anything:

✲ Choose one needle-moving task
✲ Work on it for 45–90 minutes
✲ Only then check your inbox

Do this for 7 days and watch what happens.

You think giving everyone 8 tasks is fair?

Your "balanced" workload distribution is actually terrible. 🔥

Your A-player finishes in 2 days and sits idle
Your struggling performer is drowning
Your specialist is doing work beneath their skill level
Your junior is assigned tasks way over their head

Equal ≠ Equitable

I built an AI system that fixes this.

It redistributes weekly workloads based on:

➝ Capacity (not just hours, but effective capacity)
➝ Capability (skill match for each specific task)
➝ Context (what else is on their plate)
➝ Career growth (strategic stretch assignments)

Example from last week:

✲ OLD WAY:

Everyone gets 10 tasks. "Fair."

✲ AI WAY:

➝ Senior analyst: 7 complex tasks (40 hours)
➝ Mid-level: 12 medium tasks (40 hours)
➝ Junior: 15 simple tasks + 2 stretch tasks (40 hours)

Same hours. Completely different distributions. Massively better outcomes.

What's controversial?

The AI suggested giving our top performer FEWER tasks.

Because her tasks were all high-complexity strategic work that required deep focus.

12 strategic tasks > 20 scattered tactical tasks

What the AI revealed about our team:

✲ Only low-value work was being done by our "busiest" employee.

✲ The most valuable output came from our "underutilized" individual.

✲ People were being burned out by the wrong kind of work, not too much work.

The most potent feature of the system:

"Workload Scoring with Impact Adjustment"

Every task is different.

1 strategic task = 3 tactical tasks in cognitive load
1 creative task = 2 analytical tasks in energy drain
1 collaborative task = 1.5 solo tasks in time required

The AI weights everything appropriately.

Results after 8 weeks:

➝ 34% increase in high-impact work completed
➝ 56% reduction in "I'm overwhelmed" messages
➝ 0 people working weekends (down from 5)
➝ 89% team satisfaction score (up from 62%)

It exposed that our workload problem wasn't volume it was misalignment.

Who needs this?

Every manager who:

⇢ Assigns work based on "who has time"
⇢ Deals with constant "I'm overloaded" complaints
⇢ Sees uneven performance across similar roles
⇢ Struggles with succession planning
⇢ Wants to develop their team strategically

The framework (simplified):

Input: Tasks + Team Data
↓
AI Analysis: Skill Match + Capacity + Priority
↓
Optimization: Balance cognitive load, not just hours
↓
Output: Recommendations with reasoning
↓
Manager: Approve/Adjust
↓
Tracking: Measure actual outcomes
↓
Learning: Improve future distributions

Building this taught me:
Most workload problems are actually:

Poor task-skill matching (40%)
Invisible cognitive load differences (30%)
Unclear priorities (20%)
Actual capacity issues (10%)

AI solves # 1-3. Hiring solves # 4.

What's your team's biggest workload challenge?

Comment below and I'll tell you if AI can solve it.

PS: If you're a manager still doing this manually, you're wasting 10+ hours per month. Let's fix that.

Here's a workflow I teach in my workshops that cuts reporting time from 2–4 hours to just 10 minutes using ChatGPT.

And you don’t need to change your systems to make it work.

✲ 1. Upload Your Raw Report Files

You can upload:

⋄ Excel files
⋄ CSV exports
⋄ Trial balances
⋄ Department reports
⋄ ERP extracts

ChatGPT reads all of it instantly.

This is where the magic starts.

✲ 2. Use a Prompt That Forces Structure

Copy this:

"You are a financial reporting assistant.
Analyze the uploaded files and produce:

Key insights

Variance explanations

Trends (YoY, MoM)

Risks or red flags

A clean summary for a monthly management report
Make it concise, data-driven, and business-friendly."

This turns messy data into a CFO-ready summary.

✲ 3. Generate Visuals and Charts Automatically

Ask:

"Create charts for revenue, expenses, margins, and variances."

ChatGPT will:

Clean the data

Build visuals

Provide the code

Send the charts as images

You can paste these directly into PowerPoint or Notion.

✲ 4. Let AI Draft the Full Monthly Report

Use this follow-up:

"Turn all insights and visuals into a structured monthly finance report with headings, bullet points, and recommendations. Tone: analytical, clear, and professional."

You now have:

➝ Executive summary
➝ Performance overview
➝ Variances explained
➝ Risks highlighted
➝ Actionable recommendations

All without rewriting anything manually.

✲ 5. Save the Workflow as a Reusable Template

This is the real time-saver.

Save your prompt as:

"Monthly Report Generator – Finance Team"

Next month, you just:

➝ Upload new files
➝ Re-run the workflow
➝ Review + edit the final report

10 minutes. Done.

I analyzed the CFOs who consistently beat quarterly forecasts.

They all use these 7 headline formulas in their reporting:

The "How To"
➝ focuses teams on continuous improvement

The "List"
➝ organizes priorities that actually matter

The "Fearmonger"
➝ spots financial risks before they explode

The "Mistakes"
➝ learns from errors instead of hiding them

The "Bizarre"
➝ challenges assumptions everyone accepts

The "Social Proof"
➝ applies what's working elsewhere

The "Testimonial"
➝ shares measurable wins that inspire action

Great forecasting isn't about perfect prediction.

It's about clear communication, risk awareness, and data-driven decisions.

Which headline formula are you using this quarter?

Save this. Your board will notice the difference.

Most CFOs miss their forecasts by 20%+ every quarter. The best ones?

They're within 3%.

What's the difference?
It's not smarter models.
It's smarter habits.

✲ Step 1 — Extract the PDF Cleanly (Don't Copy-Paste)

Copy-paste breaks structure.
Use this instead:

➝ Adobe Extract
➝ ChatGPT "Upload PDF"
➝ UPDF / SmallPDF

These tools preserve sections, headers, and tables crucial for accurate summarization.

✲ Step 2 — Run a Structured Breakdown (Not a Summary Yet)

Before summarizing, get AI to map the document.

Use this prompt:

"Break this document into its core sections. For each section, list:
– The purpose
– The key points
– Any decisions, risks, or actions mentioned."

This gives you a clean skeleton to work with.

✲ Step 3 — Identify What Actually Matters (The Finance Filter)

Every finance document has 5 categories that matter:

Impacts (What changes?)

Risks (What could go wrong?)

Decisions (What needs approval?)

Deadlines (What’s time sensitive?)

Actions (What must finance do?)

Ask AI:

"From this breakdown, extract only the impacts, risks, decisions, deadlines, and required actions."

This step removes 80% of the noise.

✲ Step 4 — Generate the 1-Page Summary

Now merge everything into a single, structured page.

Use this exact format:

PAGE TITLE: Summary of [Document Name]

➝ 1. What This Document Is About
1–2 sentences.

➝ 2. Key Changes / Impacts
Bullet points.

➝ 3. Risks & Controls
Bullet points.

➝ 4. Required Decisions
Bullet points.

➝ 5. Deadlines
Clear dates.

➝ 6. Required Actions for Finance
Who needs to do what.

Ask AI:

"Create a concise 1-page summary using the format above. Keep it strictly actionable, avoid fluff, and prioritize what a CFO or Finance Manager needs to know."

✲ Step 5 — Add the "Executive Layer" (Optional but Powerful)

Ask AI:

"Give me 3 recommended actions a CFO should take based on this document."

This turns a summary into a leadership briefing.

Unpopular opinion: IQ is overrated in finance leadership. There. I said it.

Every CFO candidate has a strong IQ.

That's table stakes.

But here's what actually separates the ones who thrive:

✲ IQ gets you the technical credibility
✲ EQ gets you through the board crisis at 11 PM
✲ SQ gets you the partnerships that move business forward

I've watched incredibly smart finance people plateau.
Not because they couldn't build the model.

Because they couldn't:

➝ Calm the team during restructuring
➝ Read the room during investor meetings
➝ Build trust across departments

The modern CFO role demands all three.
Analysis without empathy = strategy nobody follows.

Strategy without relationships = ideas that never launch.

Stop optimizing for intelligence.
Start optimizing for influence.

Which one needs your attention right now?

After years in finance reviewing balance sheets for companies of every size, I realized something surprising:

The numbers tell you as much about leadership as they do about money.

Here's what I mean 👇

➝ Healthy companies have balanced numbers and balanced leaders.

When a company's financials are constantly overley averaged or reactive, it often mirrors leadership that's running on adrenaline instead of alignment.

A stable balance sheet usually comes from leaders who know how to say no to distractions, vanity projects, and short-term wins.

➝ Cash flow reflects clarity.

Whenever I saw a company struggling with liquidity, it wasn’t always a revenue problem.

It was often a communication problem; teams weren't aligned on priorities, decisions, or resource allocation.

Leadership clarity = financial stability.

➝ The numbers never lie about culture.

If you want to understand a company's culture, look at the expense breakdown.

Are investments going toward development, innovation, and people or constant damage control?

Leaders who invest with intent create organizations that grow with purpose.

➝ Profitability isn't perfection.

Some of the healthiest companies I’ve worked with weren’t the most profitable; they were the most disciplined.

They managed volatility, stayed grounded in fundamentals, and made decisions slowly but precisely.

After reviewing 1,000 balance sheets, I stopped seeing them as financial reports.

I started seeing them as leadership mirrors.

Every number is a decision.
Every ratio is a reflection.

And every healthy balance sheet starts with a leader who understands the power of restraint, focus, and foresight.

👉 What do you think a company's financials say about its leadership?

The smartest people in finance don't think in numbers. They think in assumptions.

Because, this truth no one talks about:

Most financial mistakes don’t come from bad math
they come from invisible assumptions that nobody questioned.

I've seen it happen inside billion-dollar companies and small teams alike:

Forecasts fail because someone "assumed" growth would continue.

Budgets collapse because someone "assumed" last year's costs would repeat.

Cash runs tight because someone "assumed" payment behavior never changes.

And the dangerous part?

Assumptions rarely live in spreadsheets.
They live in minds.

That's why the next evolution of finance isn’t just AI automation.

It's AI interrogation.

The ability to ask your systems:

"What assumptions are baked into this forecast?"

"What happens if they’re wrong?"

"Which variable breaks first?"

Imagine having a workflow that identifies the fragile parts of your decisions before reality does.

Not predicting the future
pressure testing the present.

That's where finance becomes a strategic superpower.

Not just reporting numbers…
but revealing the hidden logic that runs behind them.

👉 "Are your numbers right?" is not the question.
"Are your assumptions?" is the true question.

✲ Step 1 — Standardize the Approval Request Input

Create a simple template your team must follow:

⋄ Approval Request Template:
⋄ What needs approval
⋄ Amount / impact
⋄ Deadline
⋄ Supporting file(s)
⋄ Recommended action

Paste this into AI:

“Check this request for completeness and rewrite it in a clear, standardized format.”

This removes back-and-forth before approvals even start.

✲ Step 2 — Automatically Generate the Email

Use AI to transform that structured request into a ready-to-send email.

Prompt:

“Write an approval request email using this data.
Tone: concise, professional.
Include: summary, action needed, deadline, and attachment list.”

AI produces a clean, CFO-ready message in seconds.

✲ Step 3 — Add Logic-Based Email Scripts

This is where automation kicks in.

Create 3 reusable scripts:

A. Initial Request

Subject: Approval Needed: [Item] by [Deadline]
Includes summary + clear ask + decision options.

B. Reminder Script

Subject: Reminder: Approval Pending for [Item]
Triggered if no reply after X hours/days.

C. Escalation Script

Subject: Escalation: Unapproved Item Risking Deadline
Sent to the next approver automatically.

Store all three scripts inside your AI workspace so anyone can reuse them.

✲ Step 4 — Build the Automation Loop

Use your AI assistant + email tools to run the flow:

✓ Team member submits request → AI validates
✓ AI rewrites + generates email → sends it
✓ If no response → auto-reminder
✓ Still no response → escalation
✓ Once approved → AI logs and updates tracker

This eliminates:

⋄ Manual follow-ups
⋄ Lost emails
⋄ "Where is this now?" confusion
⋄ Deadline slippage

For one finance team, this cut cycle time by 43% in the first month.

✲ Step 5 — Auto-Update Your Tracker

Ask AI to extract:

⋄ Approval status
⋄ Date
⋄ Approver
⋄ Notes
⋄ Next steps

And automatically update:

➝ Excel tracker
➝ Finance dashboard
➝ Teams/Slack channel

No more outdated logs.

What This System Solves

Finance teams using this now report:

✓ Faster sign-offs
✓ Less email clutter
✓ Clear visibility on bottlenecks
✓ Fewer compliance issues
✓ Zero follow-up stress

Because every approval moves automatically, without you chasing anyone.

This new guide breaks down exactly how to use ChatGPT to perform real-world financial analysis tasks, the kind you do every week 👇

Inside the guide:

➝ How to prep and structure your financial data
➝ Prompts for ratio, trend, and comparative analysis
➝ Building DCF & scenario models
➝ Interpreting statements with AI
➝ Using ChatGPT for investment and forecasting insights

⚙️ Plus: Best practices, limitations, and advanced finance prompts you can start using today.

Finance isn’t just about analyzing numbers anymore.
It’s about analyzing them faster, smarter, and with better context.

Save this carousel ! it’s your step-by-step playbook for combining financial acumen + AI intelligence.

How to Use ChatGPT for Financial Analysis (Step by Step)

The mic doesn't make me nervous.

The responsibility does.

Every time I hit "record," I'm reminded of something strange:

Finance isn't actually hard.

What's hard is unlearning the habits that make it feel complicated.

People think I’m recording "finance tips."

I'm not.

I’m recording permission slips.

Permission to:

➝ stop doing work the way you’ve always done it
➝ question the systems you inherited
➝ automate tasks you secretly hate
➝ admit that you want more time, not more spreadsheets

Because most finance professionals don’t struggle with numbers.

They struggle with the weight of expectations.

To be perfect.
To be fast.
To be the one who always fixes the file, the formula, the forecast.

So when I sit behind this mic, I'm not just teaching.

I'm trying to take something heavy off someone's shoulders.

If one person watches a video and thinks,
"Wait… I don't have to do it that way anymore?"
that’s worth more than any metric.

AI will change workflows.
But mindset will change careers.

👉 What’s one finance habit you’ve been wanting to unlearn for years?

Here are the 12 Excel + AI combos that save my clients 5–10 hours/week without changing their entire workflow 👇

✲ 1. Variance Analysis + AI Narratives

You run the formulas.

AI explains why the variances happened in plain English ready for your CFO slides.

Prompt:
“Summarize the key drivers behind these variances and highlight the 3 biggest risks.”

✲ 2. Pivot Tables + AI Insights

Excel organizes the data.
AI pulls the patterns you’d miss.

Use it for:
➝ Customer churn patterns
➝ Department cost anomalies
➝ Month-end close bottlenecks

✲ 3. Forecasting + AI Scenario Modeling

Excel forecasts the baseline.
AI generates 3 alternative scenarios instantly.

Ask AI:
“Stress test this forecast under pessimistic, base, and optimistic cases.”

✲ 4. Power Query + AI Data Cleaning Rules

Power Query transforms the data.
AI writes the cleaning logic for you.

Example:
“Give me a Power Query script to remove duplicates, fix date formats, and standardize supplier names.”

✲ 5. SUMIFS + AI Error Checking

SUMIFS does the math.
AI checks for broken logic, missing conditions, and incorrect ranges.

Perfect for avoiding embarrassing reporting mistakes.

✲ 6. Excel Tables + AI Process Documentation

Excel structures your data.
AI writes your internal SOP in minutes.

Ask AI:
“Document this workflow in 5 steps so a new analyst can repeat it.”

✲ 7. Power Pivot + AI Dashboard Commentary

Your dashboard shows the numbers.
AI writes the executive summary.

Great for board meetings, CFO packs, and investor decks.

✲ 8. XLOOKUP + AI Relationship Mapping

Excel finds the matches.
AI explains the relationships and highlights mismatches.

Perfect for reconciliations & mapping files.

✲ 9. Conditional Formatting + AI Risk Signals

Excel highlights changes.
AI interprets what the highlighted patterns mean for finance risk.

✲ 10. Data Validation + AI Rule Generation

Excel prevents input errors.
AI builds the logic:

➝ Range rules
➝ Dependency rules
➝ Error message logic

✲ 11. Excel Macros + AI Macro Writing

You describe the task.
AI writes the VBA for you.

Example:
"Write a macro that refreshes all queries, saves the file, and exports sheet 'Summary' as PDF."

✲ 12. Financial Models + AI Audit Checks

Excel builds the model.
AI:

➝ Performs logic checks
➝ Spots unrealistic assumptions
➝ Highlights circular references
➝ Suggests improvements

This combo alone has saved my clients dozens of hours.

Bottom Line

You don't need to choose Excel or AI.

The real productivity boost comes from combining them.

Finance pros who learn these combinations:

✔ Close faster
✔ Report smarter
✔ Save hours weekly
✔ Reduce errors
✔ Deliver high-impact insights

Stop describing, start showing!

One of your most requested features. Your design inspiration is now a core part of the Stitch canvas.

Bring in any inspirational image or screenshot to add rich visual context to every step of your design journey from initial idea to final edit.

Four easy ways to add images:

Drag & drop
Paste (CMD/Ctrl+V)
Direct upload button
Attach to prompt

Select images alongside your screens (CMD/Ctrl+Click) to provide the ultimate context for your next generation or edit.

Coming soon: The ability to seamlessly incorporate images (logos, profile pics) directly into your generated designs.

💰 7 Finance Rules Everyone Should Know (But Most Never Learn)

Finance doesn't have to be complicated.

In fact, most of what you need to master money fits into 7 simple rules that every professional should know no matter their income or title.

Here's a quick breakdown 👇

➝ 1. Rule of 72 — Learn how long it takes for your investments to double.
Divide 72 by your growth rate (in %). Example: 10% → 7.2 years.

➝ 2. 50/30/20 Rule — The timeless budgeting formula.
50% Needs | 30% Wants | 20% Savings & Investments.

➝ 3. 20/4/10 Rule — Buying a car? Stick to this:
20% down | 4 years max | 10% of income monthly.

➝ 4. 2X Investing Rule —F or every luxury you buy, invest the same amount.
If you buy $200 sneakers, invest $200 in your future.

➝ 5. 3X Rent Rule — Keep rent under one-third of your monthly income.
Financial peace starts with living below your means.

➝ 6. 3X–6X Fund Rule — Build a safety net.
Keep 3–6 months of expenses for true financial security.

➝ 7. 4% Rule — Plan your retirement wisely.
You can safely withdraw 4% of your savings yearly without running out of money.

These aren't "get rich" tricks; they’re the timeless frameworks that create stability, freedom, and growth.

Most people spend decades learning these lessons the hard way.
You don’t have to.

👉 Save this post and your future self will thank you.

Here's the 15-minute daily routine I teach to finance teams.

This helps them stay ahead of deadlines, reduce stress, and make smarter decisions without working longer.

You can use this starting tomorrow 👇

✓ Minute 1–3: Scan Your Dashboard

Open your AI-powered finance dashboard and review:

➝ Today's deadlines
➝ Variance alerts
➝ Pending approvals
➝ Any anomalies flagged overnight

This gives you a clear starting point instead of reacting to whatever hits your inbox first.

✓ Minute 4–6: Prioritize With "AI Triage"

Paste your to-do list into AI and ask:

"Sort these tasks by urgency, impact, dependencies, and time required."

This removes the guesswork and prevents you from spending 2 hours on a low-impact task.

✓ Minute 7–9: Automate or Delegate the Bottom 30%

Ask AI:

"Which tasks can be automated, templated, or delegated?"

Most people try to reduce workload by working faster.
High-performers reduce workload by eliminating tasks altogether.

✓ Minute 10–12: Run the ‘3-Minute Insight

Every day, pull a tiny piece of data and ask AI one question:

"What is the most interesting insight from this table?"

Examples:
➝ Revenue trending anomaly
➝ Supplier cost variance
➝ Cash flow deviation
➝ Expense spike
➝ Aging issue

In 3 minutes, you'll uncover insights your manager thinks take you an hour.

✓ Minute 13–15: Prepare Tomorrow’s Workflow

Before you close your laptop, ask AI:

"Based on today's work, generate a prioritized plan for tomorrow in 5 steps."

You end the day with clarity.
You start the next day with direction.

No more mental clutter overnight.

What This 15-Minute System Solves

Finance pros using this method report:

➝ 40–60% fewer last-minute surprises
➝ 4–6 hours saved per week
➝ Clear priorities every morning
➝ More proactive insights for leadership
➝ Less stress during month-end
➝ Better decisions because everything is structured

The biggest mistake is thinking productivity comes from speed.

In finance, productivity comes from clarity + systems.

This routine gives you both.

Stop feeling guilty for taking a week off LinkedIn.

I disappeared here for a week.

Not dramatic, just life, clients and projects that needed my attention.

In that week I got two types of messages:

"Hey, everything ok?"
"I see you are not posting, want help with your content strategy?"

Here is what I want you to remember:

➝ You do not owe the algorithm a daily post

➝ You do not need to post from a place of stress

➝ Real work comes first, content comes from that

I treated this week as input time, studying, testing and building with AI again.

Now I am back, with more practical insights on how you can actually use AI in your work, not just read about it.

If you needed a sign that it is ok to choose your own rhythm on LinkedIn, this is it.

How do you balance real work and everything around it right now?

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