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Accounting Automation Podcasts

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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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A tactical playbook for serious retail traders. Hosted by seasoned options professionals, this podcast delivers institutional-level insights on automated SPX spread strategies with defined risk and capital precision. Each episode is engineered for clarity and impact—covering everything from trade setup to allocation and risk control. You'll hear the logic behind every move, the rules behind consistent returns, and the mechanics professionals use to sidestep the costly mistakes most retail tr ...
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Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help. Join Bryan Powrozek, engineer turned CPA, as he interviews industry influencers and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision making. If you want innovative ideas for growth and automation, The Sound of Automation is for you.
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The Founder’s Corner

OneBridge Accounting

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The Founder’s Corner is where real founders share real stories. Each episode, we sit down with entrepreneurs, agency owners, and creative leaders to unpack the ups, downs and hard-won lessons of building a marketing firm. From scaling pains to mindset, team dynamics to strategic moves, this is the podcast where founders share their insights. If you’re growing you’re marketing agency and want to learn from those a few steps ahead, pull up a chair.
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Finance Fireside Chats

FutureView Systems

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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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Accounting Apps Podcast

Heather Smith | Accountant & Storyteller

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Exploring the intersections of accounting, technology and modern practice methodologies. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. De ...
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What the Biz?!

What the Biz?!

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Brigitte Vegter, Daniel Proczko, and Richard Piet are 3 entrepreneurs sharing their journey to build their businesses beyond 6 figures. Each WhatTheBIz?! episode features a discussion surrounding a business building topic, recent events from the trenches of running a business, balancing life, and all the WTB in between. Enjoy entertaining banter, highly valuable resources and tools, and in less than 60min.
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The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj AI Research CEO Daniel Faggella and team interview top AI executives from Fortune 2000 firms and unicorn startups - uncovering trends, use-cases, and best practices for practical AI adoption. Visit our advertising page to learn more about reaching our executive audience of Fortune 2000 AI adopters: https://emerj.com/advertise
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Automation Station is a podcast series from Capgemini to help define and demystify automation in business. While much has been said and written about the potential of automation to revolutionize the machinery of enterprise: the supply chain, accounting, hiring, firing, and retiring people and, of course, the consumption of products and services, today’s reality may not be quite as optimistic. Or is it? And is automation helping to shape the post-pandemic enterprise landscape? Over six episod ...
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Compliance Expert

AvivaSpectrum

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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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Thoma Bravo’s Behind the Deal podcast takes you behind the scenes of one of the largest software investors in the world. You'll hear the strategies and stories behind building Thoma Bravo’s portfolio of innovative, industry-leading software and technology companies. Presented by Orlando Bravo, “Wall Street’s best dealmaker” (Forbes), each episode offers a first-person account from the deal leads and CEOs that forged some of the largest software acquisitions at Thoma Bravo to date, and how th ...
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Welcome to the Full-Funnel B2B marketing podcast hosted by Andrei Zinkevich and Vladimir Blagojevic from FullFunnel.io. Every week with B2B marketing professionals we dive deeply into topics as a B2B marketing strategy, full-funnel marketing, demand generation, lead nurturing, sales and marketing alignment, sales and marketing automation, content marketing and account-based marketing (ABM). Our goal is to share proven advice with B2B marketers & foundersof tech companies to increase their sa ...
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The CFO Corner

Auditoria.ai

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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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In this podcast series, Derek Distin, Vice President of Community at Rightworks, sits down with several of our RightNOW sponsors to discuss the state of the accounting profession and its future. The RightNOW 2025 is the ultimate mid-year conference for accounting and tax pros. It will be held May 19-21 in Nashville, Tennessee. Register today at www.rightworks.com/rightnow2025.
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Save on everything. Stretch your paycheck. Spend more time with family. This podcast is hosted by Adam Katz, author of the #1 Amazon Bestseller ”Money for Dads: Save on everything. Stretch your paycheck. Spend more time with family.” Don’t make enough money for your family’s needs? Are you working extra hours and jobs just to pay bills? This podcast will teach you to stretch your family’s income, while at the same time, giving your kids the best, most amazing lives possible. The podcast incl ...
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Multifamily Manager Pro

Multifamily Manager Pro

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The Multifamily Manager Pro Podcast is your ultimate resource for mastering the art and science of multifamily property management. Whether you're a seasoned property manager, a broker overseeing a growing portfolio, or an industry newcomer eager to learn the ropes, this podcast delivers expert insights, cutting-edge strategies, and practical tools to help you excel in the competitive world of multifamily real estate. 🎙️ What You’ll Get in Every Episode: ✔️ Industry Expertise: Deep dives int ...
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Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO. Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand ...
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The Accounting Technology Lab

CPA Practice Advisor

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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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We chat with B2B founders, CMOs, marketing & sales leaders about their successes, failures, what is working for them today in the B2B marketing world and everything in between. In each episode we dive deep into B2B topics including account-based marketing (ABM), demand generation, lead nurturing, sales and marketing alignment, automation, content marketing, marketing leadership and many more! Hosted by Shahin Hoda Produced by Shahin Hoda, Alexander Hipwell & Allysa Maywald from xGrowth.
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Insights in Accounting

Accounting Influencers Broadcast Network

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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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Tired of generic business advice that doesn't move the needle? Tune in to "From The Trenches: Success Shortcuts Revealed By Real-World Innovators Crushing It Right Now" – the podcast that brings you transformational insights from today's most successful entrepreneurs and business owners. We're not here to rehash old theories or give you fluffy motivational speeches. Instead, we're bringing you real, actionable strategies that are working right now in the trenches of business. Each week, we s ...
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Welcome to 'Beanies in a Pod', the podcast run with and for bookkeepers and accountants. Join us each week as we dive into the world of accounting and bookkeeping, discussing everything from technology and automation to sustainability and mental fitness. Our podcast is all about providing fun and positive content that is genuinely focused on the lives of bookkeepers and accountants. We believe that it's important to create a space where people in this industry can come together, share their ...
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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UK Matters in Accounting

Accounting Influencers Broadcast Network

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UK MATTERS IN ACCOUNTING is a weekly podcast for accountants and bookkeepers, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show focuses on the UK market and UK specific apps, software, firms and influencers. The show selects accounting and fintech news articles blogs. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular ...
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The goal of the Business Innovation Playbook Podcast is to inspire innovation by providing strategic solutions to common business challenges. As the business landscape and technology evolves, DPT Solutions plans proactively for the future with an emphasis on lead through cash solutions ranging from marketing automation, CRM, field service, accounting, and data visualization. Each podcast will be accompanied by an Innovation Playbook that will outline the steps you can start taking immediatel ...
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If You Market

Sky Cassidy (CEO) of MountainTop Data

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B2B Marketing, the If You Market podcast is a long form conversation on B2B marketing with industry experts and thought leaders. Topics include: content marketing, account-based marketing, social media, leveraging data, Marketing Technology, branding, demand generation, marketing automation, Email Marketing, sales and marketing alignment, SEO, CRM, and other great acronyms.
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Perplexity AI

Perplexity AI

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"Perplexity AI" delves into the fascinating world of cutting-edge technology, exploring the most recent advancements and trends. Each episode unpacks complex subjects, from artificial intelligence breakthroughs to groundbreaking scientific discoveries, in an engaging and understandable way. We bring you the latest news, offering insights and analysis on how these developments impact our lives and society. Join us as we navigate the ever-evolving landscape of technology, uncovering the myster ...
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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NEW EPISODES!! At The Digital Trust & Safety Insider Podcast, we chat with people on all sides of the fraud fight: hackers, Secret Service agents, risk analysts, and reformed fraudsters-turned-business consultants. In an era when high-profile account takeovers and global malware attacks lead the headlines, Sift is the leader in Digital Trust & Safety. offering end-to-end intelligent automation to help businesses proactively stop fraud and achieve rapid growth without risk.
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You’re busy. We know! We cut through the BS and give you straight talk advice whether you're a seasoned entrepreneur or just starting out. Small Business | Big Insights dives straight to the point on key topics and features interviews with industry experts and successful small business owners who share their deep insights. Tune in each month to gain new ideas and inspiration for your own business. Send us any questions you've got to [email protected] Check out our website at https://Zenboo ...
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Tax Practice Management Platform

Accounting Practice Management

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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most – delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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The data revolution is here. Leaders who don’t adapt will be left behind. In this podcast, we interview business leaders who have made their companies more data-driven. They share their stories and the strategies they have used to drive results.
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The eCommerce Money Map Podcast

Salim Omar, Shawheen Amirkhizi

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The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
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Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1 The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto 📌 Join my newslett…
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Today’s guest is Kevin Kiley, President of Airia. With extensive experience helping large enterprises implement secure and scalable AI systems, Kevin joins Emerj Editorial Director Matthew DeMello to explore how agentic AI is reshaping enterprise workflows across industries like financial services. He explains how these systems differ from traditio…
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In this Beyond the Deal minisode, hear Instructure CEO Steve Daly share how his past experiences informed his mission to create a results-oriented, customer-centric company and a culture where people genuinely enjoy coming to work. Thoma Bravo Managing Partner, Holden Spaht, and Partner, Brian Jaffee, speak with Steve Daly about his leadership phil…
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Most businesses waste thousands on complex account-based marketing (ABM) programs that never deliver results. But what if you could build a high-performing ABM system without the hefty price tag? Marketing leader Mason Cosby reveals how he generated over $15 million in the past three years using a scrappy approach to account-based marketing. Throug…
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Val Lee, co-founder of Manifest, transitioned to entrepreneurship after over a decade in management consulting at Deloitte, where he focused on economics and business. He realized his increasing draw to entrepreneurial projects, which large consulting firms are not structured to support, necessitating a "decompression period" to rewire his brain fr…
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Open up a savings account for them with SoFi and also get up to $325 free using this link. I use SoFi myself for retirement accounts, my emergency fund, investing, and more, and I love it! ------------- Change everything with my resources that I custom-made for dads and families: Get my free budget spreadsheet here. Get the fancy budget spreadsheet…
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ 🗣️ …
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Today’s guest is Charles Pointer, Vice President of Bank Operations at Commerce Bank — a community bank with 160 years of history providing personalized financial solutions to individuals and businesses. Commerce Bank combines a people-first approach with a growing appetite for modernizing customer service through technology. With over 20 years of …
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In this episode of FinFactor, Blaine Bertsch sits down with Ben Taylor, CEO of SoftLedger, to explore the growing complexities of accounting in multi-entity organizations. Ben unpacks the operational and financial challenges that surface as businesses scale, especially when relying on outdated systems or manual processes. Together, they discuss the…
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Welcome back to the ProfitSchool by MeasureU podcast Business Unfiltered with Mercer and Jeff Sauer. Today's topic is Where Does AI Fit In Your Sales Funnel? Mercer and Jeff define the sales funnel in terms of awareness levels, progressing from unawareness to problem awareness, solution awareness, and finally product awareness. Jeff outlines a B2B …
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In this episode of CFO Weekly, Nikhil Patel, Deputy Chief Financial Officer and Treasurer for the City of Detroit, joins Megan Weis to navigate the critical challenges of process friction in both government and private sectors, as well as ways to reduce it by optimizing and streamlining operations. With vast experience across management consulting …
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#239 How to Fund a Fast-Growing B2B SaaS Startup with Janelle Gorman https://open.spotify.com/episode/0Qwxrp77mQV0CvmHThso7C In this insightful episode of The GrowCFO Show, host Kevin Appleby explores the critical topic of funding fast-growing B2B SaaS startups with Janelle Gorman, CFO at York IE. Securing appropriate funding remains one of the mos…
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Today’s guest is Dr. Ankur Sharma, Head of Medical Affairs for Medical Devices and Digital Radiology at Bayer. Dr. Sharma joins Emerj Editorial Director Matthew DeMello to explore the complex intersection of AI, medical devices, and data governance in healthcare. Dr. Sharma outlines the key challenges that healthcare institutions face in adopting A…
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jaso…
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Send us a text This episode focuses on Tradier, a US-based brokerage firm specifically designed for automated options trading through its API-first approach. It highlights Tradier's low commissions and its compatibility with third-party signal services like "Global AutoTrading" to facilitate hands-free investing. The hosts promote their "Monthly Tr…
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Learn more about the folks behind this event, PASBA, here! https://pasba.org/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's S…
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On this Michael Jordan episode (23!), we kick things off with a classic tale of a "five-minute" project gone wrong. Bradley shares his ambitious attempt at a parking lot car battery replacement that quickly turned into a 30-minute fishing expedition for a single lost part. Meanwhile, Bennett recounts a white-knuckle flight experience made even more…
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Most 12-year-olds make pocket money doing chores. Craig Schulze was different - he engineered a way to earn $25 per hour making gift boxes in the early 90s. That entrepreneurial spirit launched him into a 25-year journey building multiple successful businesses across the globe. In this value-packed episode, Craig shares hard-won wisdom from his exp…
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Today’s guest is David Glick, Senior Vice President of Enterprise Business Services at Walmart. Walmart is one of the world’s largest retailers, serving millions of customers through thousands of physical stores and online platforms. David joins Emerj Editorial Director Matthew DeMello to share practical lessons from Walmart’s experience building A…
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Get rid of your monthly bank fees! Open up a savings account for them with SoFi and also get up to $325 free using this link. I use SoFi myself for retirement accounts, my emergency fund, investing, and more, and I love it! ------------- Change everything with my resources that I custom-made for dads and families: Get my free budget spreadsheet her…
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Instructure’s Canvas, the learning management system used by over 4,000 school districts and 2,500 higher education institutions, became a lifeline during the pandemic. On this episode of Behind the Deal, Thoma Bravo Managing Partner Holden Spaht and Partner Brian Jaffee sit down with Instructure CEO Steve Daly to discuss how they worked together t…
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Holistiplan https://www.holistiplan.com/ Corvee https://corvee.com/ TaxPlanIQ https://www.taxplaniq.com/ TallyFor https://www.tallyfor.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & boo…
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Today’s guest is Annabel Romero, Specialist Leader focusing on AI for Drug Discovery at Deloitte and a structural biologist by training. Deloitte is a global consulting firm known for its work in digital transformation, data strategy, and AI adoption across regulated industries. Annabel joins Emerj Editorial Director Matthew DeMello to explore how …
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Send us a text This episode explains "IV Crush" in options trading, a phenomenon where the implied volatility (IV) of an option sharply declines after a significant event, like an earnings announcement or Federal Reserve meeting. The hosts clarify that IV is the market's expectation of future price movement, and it inflates option prices before suc…
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In this episode of The Founder's Corner, host Eli Clark interviews Chad Marquez, co-founder of Webaholics. Chad is based in Utah and works with ecommerce companies to help them unlock their sales potential through technology and marketing support. The conversation dives into Chad's experience over the last 10 years at Webaholics. We talk about AI s…
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With unprecedented tariffs looming, how can businesses adapt their financial strategies? In this episode of CFO Weekly, Michael Perica, CFO at Rimini Street, and Sameer Katiyar, CFO at Cleo, join Megan Weis to discuss the far-reaching impacts of tariffs on global business operations. They share invaluable insights on navigating supply chain disrupt…
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Want to grow your business, launch that new offer, or finally hire a team member, but a creeping fear holds you back? On this episode of "What the Biz?!", Brigitte Vegter and Daniel Proczko pull back the curtain on that paralyzing uncertainty. They confess to having felt that fear – that question of "can I even afford this?" – and reveal how establ…
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Welcome back to the ProfitSchool by MeasureU podcast Business Unfiltered with Mercer and Jeff Sauer. Today's topic is Podcast Marketing for Growth Mercer and Jeff examine podcasting as a growth strategy, differentiating between hosting a personal podcast and appearing as a guest on others. The hosts emphasize that podcasts effectively warm up an au…
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In this episode, Dana Gardner, Principal Analyst at Interarbor Solutions sits down with Ameesh Paleja, Executive Vice President of Enterprise Platform Technology at Capital One. They explore how Capital One leverages modern data architecture, automation, and AI to improve customer interactions and experiences. The conversation delves into the impor…
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What if the reason you're stuck isn't mindset—or even procrastination? What if you're just solving the wrong problem? In this episode, I’m talking with Cat Mulvihill, creator of the Momentum Framework—a diagnostic tool that helps you figure out exactly why you’re stalled out in your business and what to do about it. Whether the block is a skills ga…
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#238 Why CFOs Who Ignore Excel & Automation Are Falling Behind https://open.spotify.com/episode/0pwzX0ujbANt79RKKxEDMD In this insightful episode of the GrowCFO Show, Kevin Appleby sits down with Richard Nero, a Microsoft Excel MVP and GrowCFO Facilitator who specializes in finance systems consultancy. The conversation explores the critical importa…
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Today’s guest is Yunke Xiang, Global Head of Data Science for Manufacturing, Supply Chain, and Quality at Sanofi. Yunke joins Emerj Editorial Director Matthew DeMello to discuss the challenges that slow AI adoption in life sciences manufacturing, highlighting how fragmented data systems and legacy infrastructure create hurdles for AI initiatives. I…
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In this episode of FinFactor, Blaine Bertsch speaks with Scott Hollrah, CEO of Venn Technology, about the often-overlooked challenges finance teams face when working with fragmented data across ERPs, CRMs, and other systems. Scott shares real-world examples of how manual processes bog down efficiency and limit CFOs from making timely, informed deci…
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Are you working harder than ever but seeing less growth than you deserve? Episode 79 of "What the Biz?!" delivers game-changing insights as Brigitte Vegter and Daniel Proczko expose the three insidious growth traps that keep ambitious owners stuck. This episode cuts through the noise to show you exactly why your business isn't growing despite your …
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The AI assistant for this podcast https://www.delphi.ai/jasonstaats Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take y…
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Send us a text In this episode of Small Business Big Insights, Eric Saumure sits down with Ottawa connector and storyteller Sam Laprade to explore how she co-authored Ottawa Made, a book celebrating local innovation and entrepreneurship. Sam shares the full behind-the-scenes of writing and launching the book—from managing self-doubt and editing cha…
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Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasonon…
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Ping Identity Founder & CEO, Andre Durand, explains that in a 10-10 culture, “the how matters as much as the what.” Over time, through his experience as a multi-time founder, he has come to resonate with one simple cultural north star that he refers to as “10-10” to strike a balance between performance and attitude. In this Beyond the Deal minisode…
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The difference between thriving local businesses and those that struggle often comes down to their Google presence. Marketing expert Rita Suzanne pulls back the curtain on proven strategies to dominate local search and attract more customers. Rita walks through the essential elements of an optimized Google Business Profile, including: Multiple cate…
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Today’s guest is Tim Burge, Director at Aquant. Aquant is an AI platform built for service teams that maintain and repair complex equipment. It gives clear, accurate answers to service questions — from basic fixes to deep diagnostics — so field techs, call centers, managers, and customers can get to solutions faster. Used by top manufacturers like …
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In this episode of the ‘AI in Business’ podcast, Principal Group Product Manager Will Guyman of Microsoft and Senior Director Lyndi Wu of NVIDIA explore how healthcare providers are deploying AI at scale to drive clinical and operational transformation. With host Matthew DeMello, they discuss the combined power of NVIDIA’s GPU acceleration and Micr…
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Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasonon…
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Get rid of your monthly bank fees! Open up a savings account for them with SoFi and also get up to $325 free using this link. I use SoFi myself for retirement accounts, my emergency fund, investing, and more, and I love it! ------------- Change everything with my resources that I custom-made for dads and families: Get my free budget spreadsheet her…
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Enterprise leaders are no longer asking if they should adopt AI — the question is how to do it effectively. In this episode, Emerj Editorial Director Matthew DeMello speaks with James Raybould, SVP and GM of Turing Intelligence at Turing, about what distinguishes successful enterprise AI deployments from stalled pilots. Turing is one of the world’s…
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Voltaire is an AI-powered program founded by Yo Sub Kwon, designed to help insurance carriers by making claims correspondence faster, more accurate, and cheaper. Kwon, a technologist who started programming at 12 and launched his first company at 16, has a background in founding multiple companies, including Launchkey and one of the earliest US-bas…
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In this episode of The Sound of Automation podcast, Wipfli partner Mike Devereux and founder of Inside Beltway Omar Nashashibi join as we break down the complex world of tariffs and tax legislation. We start with a clear explanation of the three main types of tariffs and how they impact businesses beyond the headlines. As policies shift rapidly und…
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In this episode of The Founder's Corner, host Eli Clark interviews Neal Rummler, the CEO and Founder of Maverick Marketing & Consulting. Neal is based in Utah and works with pest control clients all over the United States. The conversation delves into Neal's unique education as a law student and how his approach to education has changed over the ye…
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In this Finance Fireside Chat we sat down with Nick Zaharchuk, head of FP&A TRG Screen, to discuss the impact and value of FP&A at mid-market companies. Companies backed by private equity require predictability, visibility, and accountability to continue to plan and strategize for future growth. Discover how Nick approaches planning and budgeting p…
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Welcome back to the ProfitSchool by MeasureU podcast Business Unfiltered with Mercer and Jeff Sauer. Today's topic is Automation First: Pros and Cons Jeff and Mercer emphasize that successful automation requires a clearly defined, repeatable process before any building begins. Initially, Jeff viewed automation negatively, associating it with spam a…
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The CFO role has evolved dramatically, especially for venture and growth-stage companies where traditional MBA theory meets harsh startup realities. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial …
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