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Cheat sheet roundup: Excel errors, AI resources, and fraud fighting

More quick-reference guides for corporate finance.
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3 min read

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It’s almost time to hang it up for the year (yay, holiday break!). But we’d be remiss if we started sipping eggnog early and neglected our hunt for the best cheat sheets for finance pros on LinkedIn. So in the holiday spirit, we’re gifting you our finds on AI training programs, common Excel mistakes, and becoming a fraud fighter.

Our usual disclaimer to the wise: You should always look for additional resources and expertise when doing complicated finance work, because it can be very difficult to accurately sum up sophisticated concepts.

With that said, take a look at these useful finance cheat sheets CFO Brew found on LinkedIn this month.

  • Brij Kishore Pandey’s “Free AI resources.” There’s a seemingly endless amount of speculation about how AI will change the finance function, for better or worse. Pandey, a software engineer with ADP and co-author of a book on Python, offers a practical antidote to the prognostication with his list of 15 free AI resources. While not specifically tailored for finance professionals, his list provides links to different courses, websites, and tools that will help bolster your AI skills and knowledge.

    Among the resources Pandey includes are Harvard University’s free online course, “Introduction to artificial intelligence with Python,” a seven-week class that offers “artificial intelligence principles that enable [students] to design intelligent systems of their own;” Amazon Web Services’ “Foundations of Prompt Engineering,” a four-hour course on building effective prompts; and Google Cloud’s “Introduction to responsible AI,” an 8-hour course on how Google views ethical AI and how it’s implementing it.
  • Josh Aharonoff’s “Excel Errors.” We at CFO Brew are journalists, so we see about half this list every time we touch Excel. Aharonoff, a fractional CFO and consultant, gives a list of common Excel errors and ways to resolve them. He includes both a graphic chart and a text explanation.

    For finance professionals who are trying to find the square root of a negative number and keep seeing #null as a result, Aharonoff explains why and how to fix it (enable iterative calculations). As a bonus, Excel users chip in with useful insights in the comments section.
  • Jim Vogt’s “How to be a fraud fighter in your organization.” In honor of Fraud Awareness Week earlier this month, Vogt posted a 10-page fraud fighting guide that explains what occupational fraud is, why people commit fraud, and mitigation tactics. Vogt, CEO and founder of the Fraud Protection Institute, said the guide is “for you, your team, your management, or your board of directors.”

    For example, the guide explores and explains specific types of occupational fraud such as payment tampering, billing, and inventory fraud schemes. He also includes an explanation of the fraud triangle, a representation of why people commit fraud, and a bulleted list of steps that organizations can take to help prevent fraud.

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