About this episode
This episode explores how the principles from The Seven Habits of Highly Effective People can enhance Excel modeling for finance professionals.
You may know The Seven Habits of Highly Effective People as a cornerstone of modern business thinking. But what happens when those same principles from this book are applied to one of the most widely used tools in finance: Excel? In this episode, we explore how the seven habits framework can be applied by accountants and finance professionals to design and build Excel models. The focus is practical and grounded in real work , with key learnings includ ing: H ow asking better questions leads to stronger Excel models Wh y planning and prioritisation matter before building anything D esigning reports first and working back to the data Building proactive features that reduce errors and improve usability Using automation and AI thoughtfully to support the process The episode also looks at where Excel fits alongside tools such as Power BI, and why judgement and planning still matter even as AI becomes more capable. Listen now. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants . For more, check out the accompanying…
People in this episode
Host: Neale Blackwood CPA
Topics covered
- Excel modeling
- finance tools
- automation
- AI in finance
- effective business practices
- report design
Keywords
- Excel models
- finance
- automation
- AI
- report design
- effective questions
- planning
Mentioned in this episode
Organizations: CPA Australia
Products: Excel, Power BI
Books & works: The Seven Habits of Highly Effective People, Advanced Excel Reporting for Management Accountants
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