Dante Healy - How to Lead a Successful Finance Transformation Project | Ep.014

Episode - 014: - Where we learn from Dante, the building blocks of a great finance transformation project, project best practises, XP&A vs FP&A, the concept of technical debt, the evolving AI landscape, productivity & planning tools, and much much more. After starting his career as a management accountant, and then financial controller, Dante went on to become an Accounting Manager at the Ford Motor Company, and then a Project Manager for the Accounting Centre of Excellence at Ford Credit. Show Notes Where to find Dante Dante Healy's website here LinkedIn page of Dante here Business Breaks podcast here Tech Mentioned Notion:  Zapier:  Chat GPT:  Rize:  Blue:  Jira:  People Mentioned Eleanor Roosevelt:  Books Mentioned “Loonshots” by Safi Bahcall:  "Atomic Habits" by James Clear:  "High Performance Habits" by Brendon Burchard:  Other Mentions CEOWorld Magazine:  Lunchclub:  Robotic process automation:  Technical debt:  Low-code tools:  VBA:  📧: Sign up for The Tech for Finance Newsletter here 📺: Subscribe on YouTube here Contents [00:02:19] Dante's motivation for upskilling and move to finance transformation project management. [00:08:30] The blocks of a financial transformation and aligning with business operations. [00:13:10] Why you should build a business case before automating poor processes. [00:18:05] Why benchmarking against industry leaders is important [00:24:02] XP&A vs FP&A [00:24:52] The importance of accurate data before implementing AI [00:26:47] Robotic process automation: replacing people with desktops [00:29:59] Technical debt: replacing legacy systems to avoid obsolescence [00:32:35] Exciting emerging technologies: AI, data visualization, low-code tools [00:43:06] Writing for CEO World, maximizing productivity and finance transformations [00:45:40] Getting executive buy-in for finance transformations [00:48:22] The apps and gadgets Dante can’t live without [00:50:07] Personal productivity apps (Notion, Blue) [00:53:33] The benefits of connecting with new and interesting people on LunchClub