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The Strategic Treasury Advisor: Driving Sales with Data (Part 2)
The Strategic Treasury Advisor: Driving Sales with Data (Part 2)
From Late Payments to Smart Solutions: Segmenting Customers with K-Means Clustering using Python in Excel
Continue reading →: The Strategic Treasury Advisor: Driving Sales with Data (Part 2)Visit The Strategic Treasury Advisor – Part 1 to check out our first approach to Python in Excel. The Hidden Story in Your Client’s Data Every client has customers who pay late. The default approach is often inefficient—sending blanket reminders and straining relationships. But what if you could move beyond…
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The Strategic Treasury Advisor: Driving Sales with Data (Part 1)
The Strategic Treasury Advisor: Driving Sales with Data (Part 1)
Beyond the Balance: How to Spot Cash Flow Volatility and Sell Smarter with Python in Excel
Continue reading →: The Strategic Treasury Advisor: Driving Sales with Data (Part 1)The Hidden Story in Your Client’s Data As finance professionals and client advisors, we live in Excel. We’re given client data—often messy and always voluminous—and tasked with finding opportunities. The standard approach involves pivot tables and formulas to calculate average balances and spot trends. It’s the foundation of our work.…
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Continue reading →: The Real AI Opportunity for TreasurersOver the weekend, I tackled a small but persistent frustration. My workspace in Google Gemini was becoming a chaotic, single-file list of conversations. So, with AI acting as my coding partner, I built a simple userscript to add a folder system to the interface. Now I can organize chats, use…
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Continue reading →: Weekend upskilling: building a custom AI chatbot in SlackA rainy weekend became the perfect opportunity to check the box on some learning and professional development. Leveraging my experience and AI, I was able to accomplish in 18 hours what would have otherwise taken me weeks.
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Continue reading →: Leveling up your workflowAs someone who does contract work on the computer, I’m constantly looking for ways to do things faster and easier. There are no rewards for working “hard” when it’s possible to work smart. Additionally, a great way to make the work you do rewarding is to automate the tedious stuff…
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Continue reading →: Efficiently coding lifehacks with AIIn my time coaching and mentoring, I have had occasions to make the case for doing work upfront to save 10x work/time/money/frustration down the road. Recently I had a personal example that I thought I would share. Over the years, I’ve amassed quite a collection of music. In the days…
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Continue reading →: Building systems for academic successSystems take time: Why improving how you learn matters more than getting it right the first time When I returned to school to complete my MBA, I wasn’t just trying to succeed—I was trying to build something sustainable. For me, that meant developing systems that made school less reactive, more…
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Continue reading →: The Elusive AI Workflow: Use Cases in Finance (2/2)In this follow-up to Part 1, I break down three hands-on examples of how treasury and finance pros can use AI today—no IT ticket required. From smart formulas to smart assistants, here’s how to experiment safely and efficiently.
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Continue reading →: The Elusive AI Workflow: Use Cases in Finance (1/2)At the AFP National Conference, one question echoed across every session: “How are you using AI in your workflow?” The silence that followed said it all. In this two-part series, we explore why AI—specifically large language models—still feels out of reach for treasury professionals, and what needs to change to…
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Continue reading →: Unconventional Leadership: Lessons from the Frontline
Inspiration from Unlikely Places As I’m currently taking a course in business strategy as part of my MBA at VCU, I’ve been thinking a lot about leadership styles. Recently, I came across a LinkedIn post about Marjan Rintel, the CEO of KLM Royal Dutch Airlines, who worked as a flight…
Welcome
This is the personal homepage of Berkeley Goodloe, where you’ll find writings about topics of interest, problems I’m solving, and solutions I’m championing. This includes productivity, life hacks, and my attempts to analogize modular synthesizers into everyday life.