Finance Lab Session 12 - The Elite Finance Solopreneur

20+ years in finance across PwC, KPMG, Investec Bank, NAB, and multiple fintech CFO roles. Built models for property, banking, infrastructure, and private equity.

Co-authored the CA ANZ study guide on financial modelling. Certified trainer of the Financial Modeling Institute. Judge at the world's first Financial Modeling Innovation Awards and Power BI Global Summit presenter.

Founded the Future of Finance Lab, a community helping accountants cut through AI hype and build real skills. "Everyone's doing AI first and forgetting the foundations. That's a big problem."

Becoming AI-Powered doesn't mean forgetting Excel, & data skills; in fact, those skills are even more important.

Those who stand to gain the most from AI already have strong foundations upon which they augment & enhance with AI.

Carl helps finance and accounting professionals build sharper FP&A, Excel, financial modeling, AI, and business communication skills — the kind they can use immediately in the real world.

Carl creates and delivers practitioner-led experiential learning for corporate finance teams, FP&A professionals, consultants, accountants, CFOs, and rising leaders who want to move beyond theory and build real capability. His work sits at the intersection of technical fluency and strategic judgment.

That includes:

 FP&A and business/financial modeling

 Advanced Excel and FP&A tool integration

 Cash flow forecasting and liquidity planning

 Data management and workflows

 AI, Claude and Copilot for finance professionals

 Business storytelling and executive-ready communication

 CFO, finance leadership, and advisory

Carl has delivered training, advisory, and speaking programs for organizations in