-
The Strategic Treasury Advisor: Driving Sales with Data (Part 3)
The Strategic Treasury Advisor: Driving Sales with Data (Part 3)
Predicting Tomorrow's Cash Needs Today with Time-Series Forecasting
Continue reading →: The Strategic Treasury Advisor: Driving Sales with Data (Part 3)Discover how to forecast future cash gaps using SARIMA modeling in Excel. This post shows treasury advisors how to shift from reactive analysis to predictive insight—quantifying risk, visualizing timing, and proposing tailored credit solutions that solve tomorrow’s liquidity challenges today
-
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)Learn how to segment customer payment behavior using K-Means Clustering in Excel. This post equips treasury advisors with a data-driven framework to identify late payers, visualize risk, and recommend targeted receivables solutions that accelerate collections and drive sales.
-
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)Discover how to turn raw cash balance data into a compelling sales opportunity using Python in Excel. This post shows treasury advisors how to quantify volatility, visualize risk, and pitch tailored solutions that resonate with mid-market clients.
-
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…
-
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.
-
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…
-
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…
-
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…
-
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.
-
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…
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.