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Welcome to Inside Scoop, the podcast where we bring you exclusive insights. We have a special treat for you as we welcome two distinguished guests, Debu Chatterjee and Sean Emory. Debu has a long history in AI. He was the Head of Engineering, Platform and AI at Service Now. He is now the founder of Konfer, an AI governance platform. Sean Emory, the founder of Avory & Co, also joins us to host the conversation and share his views on AI. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Years of supply chain disruptions have caused global organizations to rethink the role of procurement - and procurement teams are doing some reflecting of their own. This is the time for procurement leaders to reexamine their operating model in preparation for the next potential crisis. In this episode, based on an AOP Live session, Art of Procurement's Philip Ideson and Kelly Barner are joined by Jake Taylor, Senior Director of Advisory at ProcureAbility. He provides his view on how leading procurement organizations are realigning themselves with the business and reinforcing that alignment with their operating model. Jake answers questions on topics such as: The pros and cons of various procurement operating models Change management considerations that will put operating model adjustments into context Actionable insights that will help you make purposeful changes to your procurement operating model
Welcome to Inside Scoop, the podcast where we bring you exclusive insights. We have a special treat for you as we welcome two distinguished guests, Ben Cogan and Sean Emory. Ben Cogan, the founder of Agora, joins us to share his expertise in profitable direct-to-consumer companies. As a successful entrepreneur who has founded not one, but two companies, Ben has a wealth of knowledge to share on what it takes to build a sustainable business. Sean Emory, the founder of Avory & Co, also joins us to host the conversation and share his views on DTC. Together, Ben and Sean take us on a deep dive into the world of direct-to-consumer companies, sharing insights on the key success factors, challenges to overcome, and the future of the industry. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Leeanne West became the President of the International Children Advisory Network in 2018. This non-profit has 36 chapters in the United States, Canada, and Africa and its focus is to help empower children, adolescents, and young adults to make their own decisions concerning their individual health care battles. These chapters all have a Youth Council, a Young Professionals Group, a Siblings Group, and a Parents Group. The chapters are associated with hospitals near where they are located, and are very supportive of the goal in helping these patients gain the knowledge and experience that they will need as they try and control as many of the decisions that have to be made in their individual health situations. Many of these situations involve Pediatric Cancer.
Olivia Landau is the Founder and CEO of The Clear Clut, a digitally native natural diamond brand that's revolutionizing the diamond industry. Although growing up in a family of jewelers, Olivia never thought she'd be in the business and if anything, her family discouraged her to get a job in the industry. After a few years of being lost and confused about her life, she decided to go to the Gemological Institute of America and from there, her path took a turn. She worked for other companies from Tiffany & Co to the Real Real, but realized there was an opportunity to connect with consumers in a different way. The Clear Cut empowers the next generation to design and create perfect hand-crafted diamond e-rings.In our episode today, we talk about the step-by-step approach she took to turning her educational blog into a business and how she developed the confidence to quit her job & income to go all in. We also talk about how to build your business by being scrappy and doing things that are unscalable, which is so important when starting out, and how she's created organic awareness & built a strong brand through social media. Olivia also opens up about going against her family's wishes of starting her business with her husband and the pushback they had along the way, and so much more. In this episode, we'll talk to Olivia about:* How waiting until everything is perfect can hold you back from taking the first step. [03:16]* Her relationship to content creation and the surprises it brings. [04:47]* Her unexpected path to the diamond business as a fourth-generation jeweler. [06:18]* What she needed in order to leave her job and commit full-time to her side hustle. [12:57]* Pursuing the business despite discouragement from the family. [18:03]* Her experience at the Tech Stars accelerator. [18:54]* Unscalable beginnings of the company and why they still implement new features unscalably. [22:13]* A year-by-year overview of the company's growth [24:13]* Creating awareness and community in the early days. [25:11]* Key takeaways for creating content on different platforms. [28:40]* Common social media mistakes that Olivia observes others making. [33:40]* Challenges Olivia has experienced as a leader of a larger business. [35:27]* The company's relationship with investment following their initial seed round. [36:45]* The whirlwind story of Olivia's 2020 experience. [44:21]* What keeps Olivia sane amidst the challenge of building a business. [46:45]* Advisory and peer relationships that they have maintained since the business began. [48:58]* What's next for The Clear Cut and what Olivia is most excited about. [50:34]This episode is brought to you by beeya: * Learn more about beeya's seed cycling bundle at https://beeyawellness.com/free to find out how to tackle hormonal imbalances. * Get $10 off your order by using promo code BEHINDHEREMPIRE10Follow Olivia:* Olivia's Instagram: https://www.instagram.com/olivialandau/* The Clear Cut Instagram: https://www.instagram.com/theclearcut/ Hosted on Acast. See acast.com/privacy for more information.
Guidewire is known for providing technology to the property, casualty and workers' compensation insurance industry. The company is expanding its analytics capabilities and also has an open ecosystem of partners which offer a variety of hardware, consulting and application services. Matthew Grant is joined by Charles Clarke - Group Vice President, Sales and Advisory and Chris Cooksey - Senior Director, Advanced Analytics. Topics covered include: Overcoming the challenges of interoperability for insurers How to deliver data to underwriters when they need it and where they need it Introducing change one step at a time Opportunities for more industry collaboration The problems Guidewire is solving for its clients You can learn more about Guidewire at our forthcoming event in London on 27 June. Registration details here We'd love to know what you think about this episode - click here and add your thoughts to our LinkedIn post about it. If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. To find out more about InsTech, our membership and offerings visit www.instech.co or contact us hello@instech.co Continuing Professional Development - Learning Objectives InsTech is accredited by The Chartered Insurance Institute (CII). By listening to any InsTech podcast, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Define interoperability and how to overcome the challenges it poses Describe some of the ways to differentiate the data required by underwriters Explain the importance of strategic planning to successfully change & grow a business If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 242 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.
This week, we give you our review of Cedar Point's New For 2023 addition, The Boardwalk. We review everything this new area has to offer. We also learn that Kyle will be on-site next week at SeaWorld Orlando for Media Day of Pipeline: The Surf Coaster.
On this episode, Joey & Ryan talk about the Surgeon General's Advisory on what has been labeled an “epidemic”—loneliness. You can find the statement here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.broadoakpiety.org
On this episode, Joey & Ryan talk about the Surgeon General's Advisory on what has been labeled an “epidemic”—loneliness. You can find the statement here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.broadoakpiety.org
In "A Better Place," Dr. Osterholm and Chris Dall discuss the state of the pandemic in the U.S. and around the world, the latest booster shot update from the FDA, and why the darkest days of the pandemic may be behind us. Dr. Osterholm also answers a COVID query on cardiac events following mRNA booster doses and shares a beautiful place from one of our listeners.Our Epidemic of Loneliness and Isolation: The U.S. Surgeon General's Advisory on the Healing Effects of Social Connection and Community (Vivek Murthy)Podcast Feedback Survey
Topics: DC and profession update Insights from Accounting Today's recent Fastest Growing Firms and Top 100 reports Talent and the pipeline acceleration plan Speakers: Barry Melancon, president and CEO, AICPA Sue Coffey, CEO, Public Accounting, AICPA Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Lisa Simpson, VP, Firm Services, AICPA Dan Hood, editor-in-chief, Accounting Today
Back from traveling across the country to multiple dental shows, 4Q's Chad Tothero talks to Casey and Jarrod about how DSOs try to pull out all the stops for their booths.
In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success. But the conversation doesn't stop there. Natalia also dives into topics like imposter syndrome, how being an entrepreneur has changed her life, and where she sees the accounting profession going in the future. This episode is packed with valuable insights and advice for anyone looking to grow their accounting firm or business. Don't miss out on this must-listen episode of Building the Premier Accounting Firm with Roger Knecht and Natalia Zacharin. Tune in now to learn from one of the industry's most successful entrepreneurs. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Natalia Zacharin In 2019, after years of working for other firms, Natalia officially opened her own firm, Zacharin Consulting; a firm dedicated to empowering businesses to understand and interpret the financial health of their business and significantly improve their bottom line. Using a blend of personal service and expertise, Zacharin Consulting's mission is to bring experience and knowledge to our clients in a meaningful way. Zacharin Consulting offers strategic bookkeeping, monthly accounting, remote CFO services and financial intelligence programs to help businesses thrive, stay organized, save time, and build wealth. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out our previous conversation with Natalia, passion-and-gratitude-does-pay-off! Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
On this week's episode, Dewey is joined by two of Great Lakes Wealth's advisors, Zoe Baek & Bruce Palen! Zoe and Bruce share their insights and knowledge to help you achieve your financial goals and provide an insider look at proven investment strategies that can help you set yourself up financially. Join us as we dive deep into the world of finance and explore how to create income tax-free money, diversify your stocks, and understand the importance of knowing your customers. Our expert advisors will share their insights on how to build a strong financial plan and invest for long-term success. Whether you're just starting out or looking to take your investments to the next level, this episode is for you. With years of experience and a wealth of knowledge, Zoe and Bruce will help you understand the complexities of the financial world and how to navigate them successfully. So, if you're ready to take control of your financial future and learn from the best, then tune in to this exciting episode! Follow Us: ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth Thanks for watching! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC. Learn more at www.greatlakeswealth.us
In this episode, Rory speaks with Donny Shimamoto, CPA, CGMA, CITP of the Center for Accounting Transformation, about the latest in the accounting profession and the research he's doing into advisory and staffing. Discover why Donny believes that accounting professionals can help their clients achieve their financial goals by providing peace of mind, vision and clarity, and hope. Donnie discusses the potential of AI to automate tasks and improve efficiency, while also highlighting the risks associated with it, such as bias and data privacy. He emphasizes the importance of developing policies and procedures to ensure that AI is used ethically and responsibly. Do you want to know how to create a sense of community and belonging in virtual workplaces? Do you want to know how to go from Trusted Advisory to Transformational Advisor? Find out the answer to these questions and more on this Episode with 3-Time show guest Donny Shimamoto!
On Episode 103 of The Unique CPA, Randy is joined once again by Donny Shimamoto of IntrapriseTechKnowlogies and The Center for Accounting Transformation. With the busy season completed, Donny is now looking towards solutions to improve the wellbeing of the members of the profession and strategies for healthy firm culture and growth—and he has commissioned two research studies to find out how best to accomplish those goals: one on advisory services, and one on staffing strategies. The two discuss all the details, how to participate, and what kind of positive steps they're hoping to take based on the resulting data. Get the full show notes and more resources at TheUniqueCPA.com
Jake Northrup is the Founder of Experience Your Wealth, an independent RIA based out of Rhode Island that advises 78 client households with a small team supporting nearly $700,000 of ongoing revenue. Jake stands out for his impressive achievement of generating that top revenue within just four years of starting his business and for recognizing the need to hire employees early on to avoid time constraints and capacity limitations as he scaled. Listen in as Jake shares his reason for hiring an associate and a lead advisor early on in his business, the four-meeting financial planning process his firm follows, and why he outsources investment management despite being a CFA charter holder. Jake also discusses how he grew his firm quickly, as well as how he intentionally built and staffed his practice to give himself more flexibility, allow his employees to thrive, and help his clients pursue their passions while enjoying their money. For show notes and more visit: https://www.kitces.com/331
In this episode of Financial Clarity for Doctors, Corey and Rachelle weigh the pros and cons of different types of employers. It's job search time, and while money isn't everything, it is important to understand the financial benefits of each job to make an informed decision. Financial Considerations When Deciding on a Job: First – Pay! Not just the dollar amount. Is it salary or production-based? If production-based, get some estimates of what new physicians have earned. Are there bonuses and how likely are you to get these bonuses? What are the hours? Call? You may not be getting paid more if you're working twice as much! You can assign these a dollar value as well! Retirement benefits can be huge! Matching, flat employer contributions, pension benefits. How much will you pay for medical insurance? How much life and long-term disability insurance do they offer? Will you need to purchase tail insurance if/when you leave? Public Service Loan Forgiveness (PSLF) and other loan repayment programs. Does your prospective employer qualify for PSLF or other programs? How much could you potentially have forgiven? The larger your loan balance, the more attractive loan forgiveness is. Look beyond the obvious when making employment decisions, and don't sell yourself short! For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize their fee-based practice. They also consider how advisors can approach raising their fees. Guest Bio: Matt Matrisian serves as the senior vice president and chief channel officer for AssetMark. Matt started at AssetMark in April of 2010. Matt is based in the San Francisco Bay area.
J is an expert in global shipping stocks, which means he understands exactly what went wrong with the supply chain during the pandemic. He is also a person who, in addition to serving in the military, has developed a successful business in financial advice, independent of any financial institution, a fascinating case study. Talking Trading - Expert trading tactics so you can excel in the sharemarket.This is how traders and investors excel.Listen on: Apple Podcasts Spotify
Stephen Ballesty is Director at In-Touch Advisory where he is passionate about delivering sustainable outcomes for his clients while ensuring adherence to good governance, standards, compliance, and continuous process improvements. Recorded live in Sydney, Australia, Mike Petrusky asks Stephen about his experience in asset management, facility management and his many contributions to the IFMA community. They explore the challenges facing the built environment, the value of the ISO 41000 series of standards and the future role of the FM, while offering guidance for leaders seeking to have a positive impact on ESG priorities. Tune in to hear stories about IFMA, a plan to elevate the global FM community and some inspiration that will encourage you on your journey to be an Asset Champion! Connect with Stephen on LinkedIn: https://www.linkedin.com/in/stephen-ballesty-9649064/ Explore the In-Touch Advisory website: https://in-touchadvisory.com/ Learn more about Eptura™: https://eptura.com/ Discover more Asset Champion Podcast episodes: https://assetchampion.iofficecorp.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/
Asset Champion Podcast | Physical Asset Performance, Criticality, Reliability and Uptime
Stephen Ballesty is Director at In-Touch Advisory where he is passionate about delivering sustainable outcomes for his clients while ensuring adherence to good governance, standards, compliance, and continuous process improvements. Recorded live in Sydney, Australia, Mike Petrusky asks Stephen about his experience in asset management and facility management including his many contributions to the IFMA community. They explore the challenges facing the built environment, the value of the ISO 41000 series of standards and the future role of the FM, while offering guidance for leaders seeking to have a positive impact on ESG priorities. Tune in to hear stories about IFMA, a plan to elevate the global FM community and some inspiration that will encourage you on your journey to be an Asset Champion! Connect with Stephen on LinkedIn: https://www.linkedin.com/in/stephen-ballesty-9649064/ Explore the In-Touch Advisory website: https://in-touchadvisory.com/ Learn more about Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://assetchampion.iofficecorp.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/
Dr. Becky Thompson, Director of Clinical Services for the Wisconsin Early Autism Project (WEAP), and Reux Lennon, Non-binary member of both the LGBT and Autism community and Lead technician with WEAP join us to share their work on the Person-Centered ABA team and the Neurodivergent Advisory Committee. Dr. Thompson leads LEARN's Person-Centered ABA team, which is a group of clinical leaders within LEARN who are dedicated to compassionate and individualized ABA services. Reux shares how their work as one of the original members of the Neurodivergent Advisory Committee is creating change and including neurodivergent voices and perspectives. For more information visit: https://learnbehavioral.com/culture/neurodiversity All Autism Talk (https://www.allautismtalk.com/) is sponsored by LEARN Behavioral (https://learnbehavioral.com).
Setting up consulting retainers with your clients is a great way to create more predictability and repeatability in your business. Whether you want to center your business around retainers or you want this to be another service offering in your portfolio, it will help you end the “feast-or-famine” cycle.In this episode, I'm going to walk you through the three steps to make this happen for yourself –either transition your business fully into a retainer or add retainers as another service in your service portfolio.Listen in as I sharewhat is an advisory retainer isthree examples of different types of advisory retainershow to design your own advisory retainerhow to create your go-to-market strategyfour ways to generate demand as part of your go-to-market strategythe most important component of your advisory retainer roadmapClick here for the full show notes and more information here.For more support, click here to learn about private coaching tailored to you as an independent consulting business owner.
In this episode of ‘Building the Premier Accounting Firm', Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website. But the conversation doesn't stop there! Matthew and Roger dive into the topic of how involved the firm owner should be in marketing. They explore the difference between sales and marketing and the distinction between positioning and marketing. By the end of this episode, you'll have a clear understanding of how accounting firms should formulate their marketing strategies in order to stand out from the crowd. Matthew also shares his thoughts on outsourcing marketing and how to identify the best marketing team for your firm. This episode is chock-full of valuable insights and practical advice for any accounting firm looking to up their digital marketing game. So, are you ready to take your accounting firm's marketing strategy to the next level? Don't miss this engaging and informative conversation with Matthew Banker on 'Building the Premier Accounting Firm' podcast with Roger Knecht. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Matthew Banker Matt Banker is the founder and lead strategist at Benchmark Growth Marketing, a marketing agency specifically for B2B accounting firms. Matt brings a ‘words first' approach to marketing because his superpower is the ability to help business owners communicate more clearly and build alignment Matt helps accounting, bookkeeping and tax firms develop a digital marketing eco-system that consistently brings in leads for their business. Sponsors: Universal Accounting Center ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Build a marketing engine for your accounting firm: https://marketingforaccountingfirms.com/ Also, learn how to automate your online marketing to generate the leads you need to get the clients you deserve. This is an how to guide to help you find your ideal clients, nurture and engage them with confidence. This is a presentation you don't want to miss, watch it NOW! Books ● Don't make me think ● Story Brand ● One Page Marketing Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ● “in the BLACK, nine principles to make your business profitable” – e-book ● “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Brandon Hatton began his career in the financial services industry, working tirelessly for one of the world's largest investment and wealth management firms, Merrill Lynch. However, he soon realized that his fixation on creating wealth had destroyed his health, relationships and sense of self. He knew that, for many like him, in the quest to have ‘enough', people often fail to realize that they are enough. Brandon became determined to find a win-win approach to wealth management in order to help people thrive in the broader sense of the term. As such, he began to pivot from traditional wealth management to a more conscious approach. Brandon founded Conscious Wealth® to provide a framework around money that allows people to focus on what matters: a life of growth and fulfillment, rather than a life of endless desire and insecurity.Where to find Brandon HattonWebsite: https://brandonhatton.comInstagram: @brandonthattonTwitter: @brandonthattonLinkedIn: Brandon HattonSPONSORThis episode is sponsored by Entire Productions- Creating events (both in-person and virtual) that don't suck! and Entire Productions Marketing- carefully curated premium gifting and branded promo items. PLEASE RATE, REVIEW, & SUBSCRIBE on APPLE PODCASTS“I love Natasha and the Fascinating Entrepreneurs Podcast!”
Point Break! An unplanned and unscripted conversation of random questions around buzzwords in sales, advisory roles, and side hustles involving real estate Big props to Hubspot for making us a part of the Hubspot Podcasting Network! They even offer free tools to help your sales and marketing team. Click Here Connect with us on LinkedIn Richard Harris Scott Leese Want to go to Costa Rica? Come to the next Surf and Sales event! Register Here!
#043. Today's guest is Randy Molland. Randy discusses the power of masterminds - ones he has been a part of as well as ones he has started. He talks about his real estate investing journey and how he came away from it initially unfufilled. He discusses the powerful idea of inspiring people with their goals of going big with their dreams, in order to give bigger with their profits. We discuss how anyone, including entrepreneurs, can start incorporating more giving in their lives, being intentional with allocating dollars, regardless of amount. We dive into how parents can ensure their kids absorb the message around giving, and strategies for inspiring kids to give and normalizing the act of giving. We touch on the “More To Give” initiative that Randy is on the Advisory team for and what the program is designed to help kids learn.Show notes and more at:https://moneydadpodcast.com/session043
Stefan Debois the CEO of Pointerpro, an assessment software platform that helps professional services companies to automate their advisory processes joins Enterprise Radio. The post Helping professional services companies to automate their advisory processes appeared first on Enterprise Podcast Network - EPN.
Have you heard of an advisory program before? It's similar to implementing a school wide SEL program and is so beneficial to our students! Leslie Cuprill of Informed Decisions is joining us today to share all about starting an advisory program in your school. Whether you've considered starting an advisory program at your school or you aren't even sure what an advisory program is, Leslie has some incredible tips for you! Leslie has a great deal of experience with implementing advisory programs in schools. In this episode, she is sharing what an advisory program is, things you should and should not do when implementing an advisory program, examples of ways to implement a program, and practical tips to get started right away. I know you are going to walk away from this episode with so many ideas for an advisory program at your school! Leslie Cuprill is a licensed clinical social worker from Brooklyn, New York, who loves supporting educators and students! For two decades she has worked with court and gang-involved, youth LGBT+. teen mothers, special needs populations, and educators. Throughout her career, she taught, counseled, ensured support of academic intervention services, supervised, conducted professional development trainings, designed curriculum, and developed programs. She started Informed Decisions to provide resources for counselors and teachers working with multicultural urban youth, teens, and young adults. She wants educators to feel confident in facilitating and engaging in interactive activities for their students. The information and resources are culturally, racially, and developmentally appropriate materials used to engage, educate, guide, and inspire our young people. Youth deserve to be afforded equitable opportunities to become productive contributing members of society. Together she believes we can engage multicultural youth in making informed decisions about their lives and future successes! * Show Notes: https://brightfutures-counseling.com/podcast-episodes/sel-advisory-program * Resources Mentioned: Join the IMPACT 2.0 membership for ongoing support and access to 300+ resources: https://www.stressfreeschoolcounseling.com/impact Enroll in the Stress Free School Counseling Course: https://www.stressfreeschoolcounseling.com/enroll * Connect with Leslie: Shop: https://bit.ly/3JK313r Blog: https://informeddecisionsblog.com/ Instagram: https://www.instagram.com/informed.decisions/ Facebook: https://www.facebook.com/groups/2100385153442681 * Connect with Rachel: Shop: https://www.teacherspayteachers.com/Store/Bright-Futures-Counseling Blog: https://brightfutures-counseling.com/ Instagram: https://www.instagram.com/brightfuturescounseling/ Facebook: https://www.facebook.com/groups/2473191466030095 If you are enjoying School Counseling Simplified please follow and leave us a review on Apple Podcasts: https://podcasts.apple.com/us/podcast/school-counseling-simplified-podcast/id1534494971
What options do you have if you want to make money on your money and yet still have some downside protection? We talk about this and more in this episode.
In this episode we talk about about looking ahead to help minimize your tax burden.
A successful retirement is about increasing income and decreasing stress. In this show we identify the common trait seen in those who are experiencing a successful retirement. Focus on this, and your odds of success will go up!
Friends, I'm excited to welcome back to the #SheImpactsCulture podcast Catherine Gates, Executive Director for Women in the Marketplace, a national non-profit that equips working women to confidently pursue their faith and career for the glory of God. In today's episode, Catherine and I dive into the topic of making an impact in your workplace! In this episode, Catherine and I: Discuss how praying for difficult people can help expand our capacity for compassion and empathy. Explore the importance of living an integrated life. Chat about three healthy habits that will help you build a successful career. Share why it's crucial to trust God and His plan for your life, even if it takes you in unexpected directions.God has a specific purpose for your work, and by partnering with Him, you can make a significant impact in your workplace. Don't view your job as a checklist of tasks to complete; instead, embrace it as an opportunity to live out your faith in meaningful ways. Connect with Catherine: Website: https://catherinegates.com/ Women in the Marketplace: https://www.womeninmarketplace.net/ Facebook: https://www.facebook.com/womeninmarketplace Boldly Conference: https://www.boldlyconference.com/Book: https://a.co/d/d6BxwK8Catherine Gates is Executive Director for Women in the Marketplace, a national non-profit that equips working women to confidently pursue their faith and career for the glory of God. She is the author of The Confidence Cornerstone: A Woman's Guide to Fearless Leadership. Catherine has diverse experience in technology and systems development, training, non-profit management, sales coaching and training, writing and instructional design. She has worked for large corporations to small entrepreneurial endeavors, including owning a small software consulting firm.Catherine is on the board of Ladies of Grace, a women's prison ministry, and on the Advisory board of Keirus by KJE, a strategy consulting, leadership development and technology firm specializing in diversity, equity, and inclusion. She is passionate about helping women achieve more of their God-given potential. Connect with Jen: Website: https://drjenbennett.com/ #BeWorthFollowing Book: http://amzn.to/2H4gn9m Instagram: https://www.instagram.com/drjenbennett/ LinkedIn: https://www.linkedin.com/in/drjenbennett/
Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory services. By utilizing his accounting formula, 'SALES - PROFIT = EXPENSES', Rocky empowers businesses to prioritize profit and achieve sustainable growth. In addition to discussing the 'Profit First' philosophy, Rocky sheds light on the Parkinson's law and how it applies to business. He also delves into the behaviors and habits that accountants can help their clients change to better understand their businesses. He outlines the steps to implementing the profit first philosophy and how he complements it to achieve even greater success. But the conversation doesn't stop there! Rocky also shares his insights into the future of accounting and what he sees as the key trends and changes on the horizon. If you're looking to take your accounting firm to new heights, you won't want to miss this insightful and engaging conversation with Rocky Lalvani. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Rocky Lalvani, EA Rocky Lalvani serves as Chief Profitability Adviser for business owners with his business, Profit Comes First.. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System. We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!) Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster. Sponsors: Universal Accounting Center ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn how to organize your finances to reach financial independence faster. freefinancialself.com/UAC Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ● “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals ● “in the BLACK, nine principles to make your business profitable” – e-book ● Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system. Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process. As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Are you a High Earner, But Not Rich Yet? If so, you're not alone. You're a HENRY - someone who makes a good income but still struggles to build real wealth. But don't worry, in this week's episode, Dewey will guide you through 5 lifestyle changes that can help you achieve your financial goals and go from the financial outhouse to the penthouse! In this informative and engaging episode, Dewey will share his top tips and expert advice for building wealth, achieving financial freedom, and transforming your lifestyle. Whether you're struggling to save, trying to pay off debt, or simply looking for ways to improve your finances, this episode has something for everyone. So, join us for this exciting episode of episode 80 and learn how you too can stop being a HENRY and start living the life of your dreams. Follow Us: ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth Thanks for watching! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC. Learn more at www.greatlakeswealth.us
Mike and Harley visit with the Macquarie Group global strategist, Viktor Shvets, for a fascinating glimpse into a very different future. For more information, visit www.simplify.us. _______________________________________________________________________________________________________________________________________ Important Disclosures Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.
This week on the show, Lisa and Amy discuss the difference between standards and guidance and what that means for appraisers and regulators.
Jeff takes the pod solo this week to talk to Lindsey Swanson, who founded and runs a niche advisory practice, Stripper Financial Planning. Lindsey takes us through how she identified her niche working with sex workers, and how she used tools like SEO and her desire to serve an underserved demographic to help define and grow her business. Guest Bio:Lindsey Swanson CFP® has worked in financial planning for the better part of the last decade. She is passionate about bringing education and advice to every corner of society. She noticed a severe lack of financial advice targeted toward workers in adult entertainment. Lindsey started Stripper Financial Planning to offer quality advice to sex worker clients and respect in their journey.
Did you know Social Security can be taxed? It can even push you into a higher tax bracket. In this episode we talk about some important strategies to potentially reduce taxes on your Social Security.
99.9% of businesses across the U.S. are small businesses, with eight out of ten being owner-only businesses. In this episode of the One for the Money podcast, I share strategies that small business owners can consider to save on taxes. This episode is the second of two on the subject. I recommend you listen to episode 35 to hear other strategies. Listen to the end when I share an approach to tax deductions for vehicles used in your business.In this episode...Kids earning income [01:41]The power of a Roth IRA [04:18]The Augusta Rule [07:36]Tax deductions on vehicles in your business [11:08]Small businesses and paying familyBusiness owners can save on taxes by paying their children for work they do at the company in a family-run business. Sometimes the entire family is needed to keep a business viable. The whole family commonly runs family restaurants and family farms. In these instances, the children can be paid for the work they do for the business. Because the children will be earning an income, they must pay taxes at a certain level. As a reminder, that level is anything above the standard deduction of $13,850.If your children each earned $13,850, they would pay $0 in federal income taxes. That money could be used to help them pay for their own expenses, such as cars and clothes, all while your business gets a deduction for their salary. That's a much better thought than having the business owners receive their taxed income and pay for the same expenses.Child Roth IRAsOne of the best things you could have your kids do with this earned income is to fund a Roth IRA. With retirement accounts, you always have to pay income taxes. Of course, you'd want to pay taxes when it's to your advantage and when rates are lowest. The tax rate for children can be as low as $0. If your kid earns $6,500, they could contribute that to an IRA and pay nothing in federal income taxes. Because it's a Roth IRA, taxes on that money won't have to be paid again.The best thing you can do as an investor is to increase your time horizon. Having your kids set up a Roth IRA gives them decades more time for their investments to benefit from compound interest. While hiring a child may not be top of mind for many business owners, there can be a surprisingly broad array of tax and other benefits. The caveat is that the child must be doing age-appropriate work for a reasonable wage.Vehicle tax savings for small businessesIf you use a vehicle for your small business, how and when you deduct the business use for the vehicle can have significant tax savings. The cost of operating vehicles used for business activities is typically deductible, along with the cost of the vehicles as equipment. You can calculate expenses using the IRS' standard mileage rate for most vehicles. For 2022, that average is between 58.5 cents per mile and 62.5 cents per mile. The other option is to add up actual expenses, including gas and oil changes, tires, repairs, etc. The vehicle doesn't have to be owned by the company itself but can also be owned by the employee.If your business leases a vehicle, you can calculate the deduction using either the standard mileage or the actual expenses method. For new and pre-owned vehicles put to use in the tax year of 2022, the maximum first-year depreciation write-off is $11,200, plus an additional $8,000 bonus depreciation. If you use the vehicle for personal and business use, you can split the percentage between the two. Be sure to keep excellent records and speak with an accounting professional. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.Resources & People MentionedSmall...
Join us as we welcome special guest Jay Guerin, the President of Gradient Insurance Brokerage, to talk about insurance and enhanced planning.
Lex chats with Padman Perumal, CEO of Masttro. Masttro is a privately-held FinTech company that delivers a truly global wealth technology ecosystem to wealth owners and their trusted advisors. In this episode, they discuss the differences between wealth management, private banking, brokerage and banking, as well as the challenges of providing a consumer-grade digital experience for wealth management. Masttro serves ultra-high net worth clients to manage their complex investments by aggregating data from over 500 financial institutions and providing efficient tools to do so. The platform utilizes a range of technologies from document ingestion to character recognition and pattern learning to handle unstructured data. MENTIONED IN THE CONVERSATION Masttro's website: https://bit.ly/41b8PdEPadman's LinkedIn profile: https://bit.ly/3KGPeLg Topics: Fintech, wealth management, advisory, investment management, family office, institutional capital, banking, Private Banking Companies: Masttro, JP Morgan, Credit Suisse, UBS, Hamilton Lane, KKR ABOUT THE FINTECH BLUEPRINT
We did a deep dive into a ton of topics like Registered Investment Advisors, Broker Dealers, Real Estate Syndication, Raising Capital, Fund Management and working with BIG check writers. Don't sleep on Rob Anderson, this guy is a wealth of knowledge, a seasoned syndicator, multifamily developer, great human being and fun to hang out with. Full show went over topics like: Transitioning from the Securities world into Syndication Raising as a broker dealer Transitioning from single check writers to an LP database Referrals and strong communications Why syndicators are getting into development Shifting away from Funds due to managing administration Find Rob at https://bvcapitaltx.com Get all your syndication and capital raising marketing at pitchdecks.com If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth
Friends, I can't wait for you to meet Catherine Gates, Executive Director for Women in the Marketplace, a national non-profit that equips working women to confidently pursue their faith and career for the glory of God. Today's episode is all about cultivating Godly confidence! In this episode, Catherine and I:discuss the prevalence of self-doubt and negative self-talk that hold women back from stepping into leadership opportunities. explore the issue of women not feeling as confident as men, even when they are equally qualified. differentiate between worldly confidence and Godly confidence and how to cultivate Godly confidence. encourage listeners to dig into Scripture and see the amazing things women in the Bible accomplished, including building cities. share the importance of finding accountability partners and taking care of physical and emotional well-being. Confidence is a topic that's often discussed in today's world. However, seeking confidence from worldly sources will always leave us unsatisfied. Cultivating Godly confidence provides us with the solid foundation we need to move forward, even when we face self-doubt that tries to hold us back from the leadership roles we are called to. Connect with Catherine: Website: https://catherinegates.com/ Women in the Marketplace: https://www.womeninmarketplace.net/ Facebook: https://www.facebook.com/womeninmarketplace Boldly Conference: https://www.boldlyconference.com/Book: https://a.co/d/d6BxwK8 Catherine Gates is Executive Director for Women in the Marketplace, a national non-profit that equips working women to confidently pursue their faith and career for the glory of God. She is the author of The Confidence Cornerstone: A Woman's Guide to Fearless Leadership. Catherine has diverse experience in technology and systems development, training, non-profit management, sales coaching and training, writing and instructional design. She has worked for large corporations to small entrepreneurial endeavors, including owning a small software consulting firm.Catherine is on the board of Ladies of Grace, a women's prison ministry, and on the Advisory board of Keirus by KJE, a strategy consulting, leadership development and technology firm specializing in diversity, equity, and inclusion. She is passionate about helping women achieve more of their God-given potential. Connect with Jen: Website: https://drjenbennett.com/ #BeWorthFollowing Book: http://amzn.to/2H4gn9m Instagram: https://www.instagram.com/drjenbennett/ LinkedIn: https://www.linkedin.com/in/drjenbennett/
On the season premiere of The Bull, The Bear, and My Brother's Chair, Marty Strong, a celebrated business leader, educator, consultant, and retired Navy SEAL joins Brian Lucius, Gradient's Chief Distribution Officer to describe how his business experience and military career have provided him with insights that can help you master the art of disruption and propel right past the competition. As Marty explains during the show, it all comes down to your mindset! Join Brian and Marty for an informative and fun conversation about what it takes to bring renewed focus to your career and achieve your ambitions.
(0:00) Zolak & Bertrand start the second hour talking about how people in the building feel surrounding the Mac Jones trade rumors from Phil Perry.(8:37) The guys talk about the Patriots coaching staff not seeing a massive difference between Mac Jones and Bailey Zappe from Bert Breer. (21:12) The crew talked about potential WR options for the Patriots in this year's draft. (31:02) Zo & Bertrand wrap up the second hour with worry surrounding a potential Celtics vs. Heat first round matchup from Cedric Maxwell.CONNECT WITH ZOLAK & BERTRANDhttps://www.instagram.com/zoandbertrandhttps://twitter.com/ZoandBertrandhttps://www.facebook.com/ZolakandBertrandhttps://www.instagram.com/985thesportshubhttps://twitter.com/985thesportshubhttps://www.facebook.com/985TheSportsHub
“I wanted to build my business from the ground up… having the power to choose the clients you work with, figure out how you want to build your business strategically and for the long-term. It's been exciting… doing it all from scratch.” -Matthew Wang, USMA ‘06 After graduating from the United States Military Academy at West Point and serving as an active-duty military intelligence officer in support of Operation Enduring Freedom, Matthew Wang transitioned into finance. Matthew completed the Bank of America Veterans Associate Program and then continued on to work with Bank of America's Global Markets institutional clients. He now works as a Private Wealth Manager with Merrill Private Wealth Management and is currently building out his team of financial advisors at The Wang Group. In this episode, we discuss: Matt's path from getting out of the Army to becoming a private wealth advisor Oh Six Answers—the Podcast Matt is launching that is focused on reconnecting his USMA ‘06 classmates ahead of their 20-year reunion The different financial advisor opportunities at Merrill The approach Matt is taking to build out his team of advisors at The Wang Group Different strategies Matt uses when working with high-net-worth clients and their families Matthew is looking to connect with individuals who can help him service his clients. His goal is to build a team of military veterans who now work in finance and come from a variety of investment specialties. We enjoyed learning from Matthew about what it is like to work with individuals and families with $10 million or more in net worth and how he helps them in managing their wealth. Thank you for sharing your expertise with us! Connect with Matthew: LinkedIn The Wang Group: Private Wealth Advisor If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today. Subscribe and help out the show: Subscribe on Apple Podcasts Also available on Google Podcasts, Spotify & Stitcher Leave us a 5-star review! Special thanks to Matthew for joining me this week. Until next time! -Scott Mackes, USNA '01
Here's proof that our catchphrase, “Medicine Moves Fast“ is 100% true! On October 30, 2022, and again on November 1, 2022, we released episodes on “Dense Breasts on MMG? What to do?”. Those episodes were in response to Katie Couric's public outcry for the need for additional screening at time of mammogram in the setting of dense breasts. On March 9, 2023, the FDA issued a new ruling/guidance on patient notification of breast density at screening mammogram. And now, in April 2023, the ACOG has released its new Practice Advisory (PA) on the subject. In this episode, we will quickly summarize this practice advisory, it's implications for us as clinicians, and implications to our patients.
“Good financial stability and wellness of the company, coupled with good people, is every business's heartbeat. Without them, the likelihood that a company can survive is low.” – Durran Dunn Durran Dunn is an accomplished business professional currently serving as the Managing Director for Grant Thornton's Advisory, Governance, Risk, Compliance, and Controls practice. Over his 20 years of experience leading global businesses in accounting, finance, and internal audits, Durran has worked in multiple industries, including manufacturing, consumer products, media & entertainment, and biopharmaceuticals. In addition to his work with Grant Thornton, he is a professional athlete, a popular member of the Atlanta Braves Major League Baseball club, and the 2021 World Series champion. Durran joins us today to discuss presence, excellence, and risk management strategies for small businesses. He describes his passion to succeed and his background as a professional athlete and explains why athletes make excellent business professionals. He highlights the value of being fully engaged at the moment and details his ability to excel as a professional athlete and business professional. Durran also underscores the importance of representation and Diversity, Equity, & Inclusion and offers advice on how small businesses can improve their accounting and risk management efforts. This week on Breaking Barriers: Grant Thornton's audit and advisory services Durran's background and role in Grant Thorton Burnout, multi-tasking, and how Durran is able to excel both as an athlete and a business professional Representation, DE&I, and being Jamaican-American in risk management and accounting Grant Thornton's “Bring Your Own Self” campaign and other DE&I programs Why it's critical for organizations to enlist third party experts for risk, risk management, and ESG Social media's impact on the importance of Environmental, Social, & Governance standards Accounting and risk management tools and strategies for small businesses Resources Mentioned: QuickBooks Connect with Durran Dunn: Grant Thornton LLP Grant Thornton LLP on LinkedIn Grant Thornton LLP on Instagram Grant Thornton LLP on Facebook Grant Thornton LLP on Twitter Durran Dunn on LinkedIn Durran Dunn on Instagram