Continue the Journey
You’ve mastered the basics. Go deeper.
Finding connections between what can seem disparate topics begins to build deeper expertise. These series and posts will help you move to an expert.
Videos and Posts
Scores of blog entries with accompanying videos below will get you started on the path to understanding business ledgers
Series
The following are series of posts related to a single topic. Chose one to walk through all the related posts to gain a better picture of that topic.
Full List of Posts on Experienced Level Topics
Unstructured Data and Business Events
This video was released without a corresponding Linkedin Blog Entry. [...]
Business Events and Measurement
This video was released without a corresponding Linkedin Blog Entry. [...]
Business Events and Tranparency
This video was released without a corresponding Linkedin Blog Entry. [...]
Timing of the Posting Process
This video was released without a corresponding Linkedin Blog Entry. [...]
The Big Idea: Eliminate Posting
This video was released without a corresponding Linkedin Blog Entry. [...]
The Daily Financial Cycle
Check out a new Financial System video on The Daily [...]
Data Supply Chains Defined
I've released Episode 9 of Conversations with Kip, Data Supply [...]
Data Warehouse vs. Finance System
In this week's video I describe the differences between a [...]
ERP Posting Processes
In this episode of Conversations with Kip, I outline how [...]
Introduction to a Metric Engine
My new video describes what a metric engine--as opposed to [...]
Metric Engine and Joins
This week's episode describes what is meant by a join [...]
Metric Engine and Normalization
This week's episode of Conversations with Kip describes data normalization, [...]
Metric Engine Requirements
This week's episode discusses the high standard required to make [...]
Special Videos: A Cartoon about Business Systems
This week I'm releasing three videos at once, a historical [...]
A Conversation with Richard K. Roth
This week's episode is an actual conversation with Richard K. [...]
Risk Data Requirements and Data Supply Chains
This week's episode describes the intersection of Risk and Financial [...]
Management Reporting and Customer Profitability, and Data Supply Chains
This week's episode describes the intersection of Management Reporting or [...]
Data Supply Chain Layers
This week's episode discusses Business Event Capture, Post and Store, [...]
Temporal Events, Posting and Data Supply Chains
This week's episode discusses temporal or time based business events, [...]
Details on Temporal Events in Data Supply Chains
This week's episode covers additional details on temporal or time [...]
Data Supply Chain Scope
This week's episode defines a data supply chain scope, or [...]
Lengths of Data Supply Chains
This week's episode discusses the lengths of data supply chain, [...]
Cut-in or Add-on Ledgers in Data Supply Chains
This week's episode describes how at times new ledgers are [...]
Data Discovery: The Requirements are in the Data
This week's episode discusses what the phrase "The Requirements are [...]
A Conversation with Jeff Wolfers
A conversation with Jeff Wolfers, a senior executive in IT [...]
Fintech and Data Supply Chains
This week's episode is the first in a series of [...]
Fintech and Product Control
Second in a series of five episodes describing Fintech and [...]
Consolidated Data Supply Chain Architecture Overview
This week's episode begins a series on the Consolidated Data [...]
Interface Layer of a Consolidated Data Supply Chain Architecture
This week's episode discusses the Interface layer of the Consolidated [...]
Expense Sub-ledger Architecture and a Consolidated Data Supply Chain
This week's episode discusses the Expense Subledger layer of the [...]
The GL in the Consolidated Data Supply Chain Architecture
This week's episode focuses on the General Ledger of the [...]
Calc Engines in the Consolidated Data Supply Chain Architecture
This week's episode covers the Calculation Engine area of the [...]
Reporting Layer of the Consolidated Data Supply Chain Architecture
This week's episode focuses on the Reporting layer of the [...]
Support Functions in the Consolidated Data Supply Chain Architecture
Discusses the Support Functions area of the Consolidated Data Supply [...]
Code Sets in the Consolidated Data Supply Chain Architecture
This week's video outlines code set considerations within the Consolidated [...]
A Conversation with Amit Trehan
This week's episode is a conversation with Amit Trehan, a [...]
Reclassification Problems Overview
This week's episode begins a series of videos discussing problems [...]
The Switch View in Reclassification Processes
Defines what a "Switch View" looks like from a reclass [...]
The Recast View in Reclassification Problems
This weeks video continues the series on ugly, hairy monsters, [...]
Reclass Effective Date Joins for Reclass Processes
This week's episode continues exploring reclassification problems, and shows how [...]
The Reclass View in Reclassifications
This week's Reclassification Problem episode defines what a "Reclass View" [...]
Backdating and Reclassification Processes
As if Reclassification Processes weren't complex enough, this week's video [...]
Data Normalization and Reclass Processes
This week's episode outlines how normalization of data can affect [...]
Artificial Intelligence and Reclass
I happy to be able to announce a new set [...]
A Conversation with Mauricio Magaldi Suguihura
This week's Conversation with Kip is an actual conversation with [...]
Blockchain, Ledgers, Journals and Posting
Transactions have traditionally been recorded as journals in the General [...]
Blockchain, Monolithic Core Banking, and Finance and Risk Systems
This week's episode questions if the core banking systems are [...]
Financial Transactions in the Coming Social Commerce Platform
This week's episode of my vlog notes that all financial [...]
Blockchain and the Next Generation ERP Systems
This week's episode of my vlog discusses how Blockchain functionality [...]
Industry Leadership in Financial Services
I recently was given some videos from the IBM Archives [...]
1959 IBM Historical Banking System Abridged Technical Solution
This week we continue our exploration of the historical IBM [...]
Financial Reporting in 1961
Today's episode of Conversations with Kip explores what financial reporting [...]
Modern Day Data Capture Processes
This week's episode of Conversation with Kip explores the current [...]
Sorting in Today’s Ledger Based Processes
This week's episode of Conversations with Kip focuses on the [...]
Ledger Posting Processes in 1959
Today's episode of Conversations with Kip focuses on the posting [...]
Apache Spark IO and Index Access
In the next three week's episodes of Conversations with Kip, [...]
Apache Spark Parallelism and Financial Analytics
This week we continue the Apache Spark usefulness and limitations [...]
Apache Spark Transaction Generation and Balance Posting
This week's episode of Conversations with Kip concludes our discussion [...]
Balances are the Inventory of Finance
Two decades ago, manufacturers learned that by moving to just-in-time [...]
Data Discovery: Show me the money
This week's discussion outlines a very effective form of data [...]
Conversation with Randall: History of Geneva and SAFR
This week's episode is a conversation with the Chief Architect [...]
A Conversation with Alex Hume
This week's episode of Conversations with Kip is a conversation [...]
Improved Financial Reporting: A 30 Year Problem for me
As I approach two years of my vlog, I thought [...]
A Look at Luca Pacioli’s “Summa de Arithemtica”
Today's episode gives a view at the number of pages [...]
The Three Books of Bookkeeping
Luca Pacioli described three books to be used in bookkeeping [...]
Pacioli, Debits and Credits
In our continuing exploration of Luca Pacioli's documentation of bookkeeping [...]
Pacioli Trial Balance and Closing
This week's video gives an overview of each chapter in [...]
The Day Book in Historical Accounting
This week's episode takes a deeper look at the Day [...]
The Journal in Historical Accounting
This week's episode examines the second book of historical bookkeeping, [...]
The Ledger: The Last Book of Bookkeeping
This week we examine the last book of historical bookkeeping, [...]
Historical Accounting’s View of Blockchain Ledgers
In the final segment of the Historical Accounting Series, today's [...]
Finance Department Costs Overview
In this episode of Conversations with Kip, I highlight that [...]
A Major Driver of Finance Costs: Reconciliation
Today's episode discusses a major cost driver for finance departments, [...]
Do the Math: Estimating Reporting Processes
Applied math allows us to predict the future in many [...]
Step 1: Transactions needed for a Metric Engine
Gather statistics about business events (transactions), frequencies, and static or reference data to be needed for the reporting domain.
Step 2: Report Characteristics in Estimating Reporting Processes
Gather statistics about the reports to be produced.
Step 3: System Performance in Estimating Reporting Processes
Build an initial model of performance by bringing together the statistics gathered in steps 1 and 2
Step 4: Evaluate Performance of Reporting Process
After performing some tests to determine run times for reports [...]
Final Step: Aggregate or Post to Produce Reports
Reporting from transactional detail is the most flexible thing possible. [...]
Recap of Steps in Estimating Reporting Processes
This week's episode concludes our multi-week series on estimating reporting [...]
ERP Systems and Reporting Processes
ERP systems perhaps were to deliver on three promises; Automate [...]
“Show Me the Money” with Jim Hladyshewsky
This week's episode of Conversations with Kip is a conversation [...]
Daily Financial Cycle: A Conversation with Tata Rao
This week's episode is the first of a series of [...]
Movement vs. Balances: A Conversation with Tata Rao
Today's episode is the second in a three part series [...]
Where are We Going? Final Conversation with Tata Rao
This week we'll conclude the series of conversations with Tata [...]
Social Commerce: Family Independence Initiative
A friend introduced me to an interesting podcast recently, with [...]
Balances in Financial Services Sectors
This week's episode focuses on the data required three major [...]
Required Skill: Desire to Work on the Problem
This week I discuss the most important skill needed to [...]
A Conversation with Rakesh Kant: Right Hand Side, Left Hand Side
This week I begin a series of segments of a [...]
DNA to Solve the Problem: A Conversation with Rakesh Kant
This is the 2nd segment of a Conversation with Rakesh [...]
Human Scale of Reporting: A Conversation with Rakesh Kant
In the third segment of a Conversation with Rakesh Kant, [...]
Hardest Part of the Problem: Conversation with Rakesh Kant
Fourth segment of a Conversation with Rakesh Kant, an expert [...]
Financial System Migration Approach: A Conversation with Rakesh Kant
This is the fifth segment of a Conversation with Rakesh [...]
Quantum Benefits: A Conversation with Rakesh Kant
In this episode Rakesh Kant, an expert on financial and [...]
Shared Ledger R&D Results: A Recent Expert Review
Today I'm releasing what I think is a very comprehensive [...]
Introduction to the Allocation Series
A somewhat specialized financial system process is called allocation. As [...]
Complexity of Allocation Processes
Allocation processes often deal with estimates because at times we [...]
Allocation and Activities
This week's episode of Conversations with Kip continues the allocation [...]
Allocation Processing Steps
This week's episode shows the general steps of an allocation [...]
Data Implications of Allocation Processes
This week I conclude the allocation series by discussion how [...]
Computer Efficiency and Consistent Data Structures
This week's episode of Conversations with Kip deals with the [...]
Simple Financial System Proof of Concept
In order to make my vlog and blog more useful, [...]
The Problem with Financial Systems: An Overview
This week I release a discussion I had on the [...]
Match-Merge or High Speed Joins
This Coding with Kip episode explains a very old approach [...]
Batch verses Streaming Analytical Application
This week's episode discusses the nature of batch vs. streaming [...]
Teacher-Student Interactions: A Conversation with Dr. Eric Denna
Today is the 200th Episode of Conversations with Kip. As [...]
Taking a Risk: Conversation with Eric Denna Part 2
Second in our series of a conversation with Dr. Eric [...]
Innocence as a Virtue, or the Five Questions: Conversation with Eric Denna Part 3
In today's segment of my conversation with Dr. Eric Denna, [...]
Do vs. Should: Eric Denna's CIO Questions
This week's episode of Conversations with Kip continues with Dr. [...]
Scala on z
In this episode of Coding with Kip, I demonstrate the [...]
Be a Learner
In this episode, Eric shares one of his favorite quotes, [...]
Financial System Changes: Conversation with Eric Denna Part 6
Continuing my conversation with Dr. Eric Denna, in this episode [...]
Pressure to Change: Conversation with Eric Denna Part 7
Today's conversation is the last in a series with Dr. [...]
Sharealedger.org: My Report to Dr. Bill McCarthy on REA Progress
Last week I was invited to be a guest lecturer [...]
Finance Inventory: Master Files
This week's episodes builds on an idea from Episode 98 [...]
Experimenting with a Raspberry Pi
Security concerns caused my company to disable the ability to [...]
Excel: The Scooter of Financial Reporting
In a number of my videos I've been on different [...]
z/OS on Vagrant: A Personal Mainframe
Building on other POC projects, including the short Raspberry Pi [...]
Data Models Matter in Financial Reporting
On a large project one time a CFO had heard [...]
Fail Fast POC: Choosing and IDE and Language
Objective One day in June 2020 I was encouraged to [...]
Powerful Railroad and Processing Engines
This week's episode likens our powerful financial systems to the [...]
Computers Explained: An Expanded Analogy
In Computers Explained: The Meeting Analogy, I gave a basic [...]
Reflection, Unanswered Questions and Goals for Financial System Transformation
Questions Today marks five years since the start of [...]
The Mainframe, Open Source and Renewal of Financial Systems
I was asked to do a presentation for the [...]
Open Mainframe Predictions for 2022 and Beyond
I was invited to join Alan Shimel from Techstrong [...]
FS Finance System Transformation Plan Part 1: Source Systems
Transforming existing financial services financial reporting applications is very [...]
Finance Transform in Financial Services: Part 2 Platform Considerations
The second in a series of videos about financial [...]
Finance Transform in Financial Services: Part 3 Data Considerations
The third in a series of videos about financial [...]
BSV Blockchain Scale and Performance
I have recently become more deeply involved in the [...]