Ankur Nagpal

Personal Finance 101

Founder of Carry.com. Previously founded Teachable and runs Vibe Capital

Should you take on debt? In what order should you save money. How much to save, spend and invest.

Learn all the personal finance fundamentals

You'll learn why investing is simply, but not easy and how to automate the whole thing

Become a master at learning how invest

It's not what you earn, but what you get to keep. We'll spend some time showing you how to save oney on taxes

Strategies to save money on taxes

Learn how to analyze your numbers and ultimately make smarter decisions that increase profits and put more cash in your pocket.

15+ year CFO working with SMBs

Kurtis Hanni

Owner of Bison CFO, with 15+ years experience as SMB CFO

Cohort 4

Cohort 5

Most business owners don’t need to become financial experts. They need clarity.They need to know:<ul><li>where money is leaking,</li><li>where margin is hiding, and</li><li>which decisions actually move profit and cash.</li></ul>This workshop is designed to give you that clarity FAST.Over five focused days, you’ll learn how to read your financials like a CFO, identify the biggest financial wins inside your existing business, and build a simple system you can use long after the workshop ends.This isn’t theory. It’s practical, applied, and built around real business decisions.If it doesn’t deliver real financial value to your business, you don’t pay. Guaranteed.

Stop guessing. Know exactly where profit and cash are hiding in your business.

Know why money always seems to “disappear”

Find hidden profit inside your existing business

Get a clear, practical path to better cash flow

Know which numbers actually matter for your business

Leave with a 90-day plan to improve profit and cash

Business owners who know money (profit) is being left on the table and want to stop losing money to preventable financial mistakes.

Business owners who feel like their business is working, but the bank account doesn't show it.

Business owners who are tired of guessing and want financial answers, so that their business rewards them, not drains them.

Practical knowledge and step-by-step instructions to manage your money in minutes a month and make decisions and plans with confidence.

25+ Yr Finance & Accounting Professional

Nader Yassa

Teaching effective money management for more than 25 years to 1000s of families.

May 16

May 30

Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort. This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on autopilot, build wealth systematically, and have the information you need to make decisions and plans with confidence. At the end of this course you will have the information you need to solve your financial issues, build wealth faster, and live the life you have been working so hard to have. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Manage your finances and make decisions and plans with confidence

Manage your money in minutes a month with complete confidence.

Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.

Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.

Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.

Nader Yassa 

Complete Financial Wellness, is a prerequisite to this masterclass. This 3-part live interactive online course deepens your knowledge focuses heavily on execution as I provide additional instructions for you to: 1. Build your comprehensive cashflow plan. 2. Establish your account structure. 3. Implement a cashflow logistics process to effortlessly manage how money enters and exits your life. This course is limited to 25 participants per cohort to allow ample time for questions and answers. The three parts of the course are: The 7 Stages of Your Personal Finance Journey - Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve. The 5 Elements of Cashflow - How money enters and exits your life, and what living within your means...really means.The 3 Accounts You Need to Put Your Money on Autopilot - How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! See Full Course Syllabus for more details

Putting what you learned into practice.

Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.

CEO of Model Citizn

PwC South Africa

KPMG

National Australia Bank - NAB

Investec

Lance Rubin

Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud

CEO, Co-Founder of TabAI

Columbia University

NeurIPS

ICLR 2026

TabAI

Andrew Siah

AI Researcher (NeurIPS, ICLR), 
Co-Founder TabAI,
Ex-Quant, Physics @ Columbia.

Co-Founder of TabAI

New York AI Labs

Iris Meng

AI Enablement in Finance, ex-Big 4 M&A Advisory, Master's Degree in OR@Columbia

This is the 2nd of many cohorts on the future of accounting and finance with the AI-Powered series

Cohort 2

There is a lot of noise and theoretical concepts that lack sufficient practical hands-on application of AI, precisely where Accountants do their best work. In Excel!The landscape is moving fast, and tools are evolving quickly, but the training and adoption lag. This course fixes that.WHAT TO EXPECT6 sessions (3 Live, 3 Async ) Foundations + 10 modulesTotal estimated hours of CPD 20-32 hrsCertification includedFoundations for accounting and finance professionals. We cover key elements of the what and the how of AI in relation to accounting and finance workflows. The growth mindset and human skills are also key elements of this course, not just the technical aspects.Hands-on real-world examples Cases developed from actual workflows in the real world—anonymised and translated to training. You'll gain first-hand experience in the same scenarios.Digital artefacts you'll build and keep<ul><li>Automated Excel and Power BI solutions</li><li>Library of effective AI prompts for finance</li><li>Change management templates for considering AI for your team</li><li>Video recordings and sample datasets for continued practice</li></ul>Tools you'll play with TabAI, Claude, Microsoft Copilot, Power BI, EXL Cloud &amp; XeroCohort max 50

Learn to build AI finance workflows that deliver.

Excel Fluency: Master spreadsheet fundamentals for AI integration

Data & Process: Optimize workflows and data practices for automation

Tech Assessment: Select the right AI tools for finance tasks

AI Concepts: Understand AI capabilities, limitations, and value

Growth Mindset: Embrace continuous learning in AI technology

Human Skills: Maintain strategic thinking and ethical judgment

This program is centred around accounting and finance workflows, and therefore, this knowledge is important to maximise the benefit.

Accounting and finance knowledge

Most of the activities centre around Excel as the main user interface. A basic working knowledge of Excel is needed (no Gsheets)

Basic Excel knowledge

Accountants and finance professionals who want to use AI in their work with clients, stakeholders or for fun but don't know where to start

Management accountants and analysts drowning in manual data entry and reconciliation

Professionals skeptical of AI hype who want practical, battle-tested solutions

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Broad professional audience — content relevant across many roles and functions.

Startup founders building new businesses, from MVP to scale.

Personal Finance 101

What you'll learn

Why this topic matters

You'll learn from

Ankur Nagpal