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In this episode, co-host Mark Edgar connected with Margot Lackenbauer to learn more about her experience on-boarding as Chief People Officer with professional services firm BDO. Margot shares insights on the importance of focusing on building relationships, staying agile and the importance of understanding the language of the organization.In the episode we refer to Michael Watkins' book (from 1956!) The First 90 Days. You learn more here:https://bookshop.org/p/books/the-first-90-days-updated-and-expanded-proven-strategies-for-getting-up-to-speed-faster-and-smarter-revised-michael-d-watkins/10608694You can connect with Margot on LinkedIn here:https://www.linkedin.com/in/margotlackenbauerDon't forget …To sign up for our weekly newsletter foHRsight at http://www.futurefohrward.com/subscribe. Follow us on LinkedIn:Mark - www.linkedin.com/in/markedgarhr/Naomi - www.linkedin.com/in/naomititlemancolla/future foHRward - www.linkedin.com/company/future-fohrward/And on Instagram - www.instagram.com/futurefohrward/ Support the show
UK economic data reinforced expectations for an August Bank of England ("BoE") rate cut despite near-term inflation risks. Gross domestic product (“GDP”) unexpectedly contracted 0.1% in May, marking a second consecutive monthly decline, while first-quarter growth was revised up to 0.4%. Services grew modestly but falls in production and construction dragged overall output. Updated Office for National Statistics (“ONS”) data revealed higher-than-reported producer inflation, with input prices rising 0.6% in January. Monetary Policy Committee (“MPC”) member Alan Taylor warned of downside risks and urged faster easing. Business sentiment remained fragile, with BDO's hiring index at a 13-year low and Institute of Chartered Accountants in England and Wales (“ICAEW”) confidence at a three-year low. Yet, Royal Bank of Scotland reported a pick-up in services-driven private sector activity. Firms also flagged price hikes to offset payroll tax rises, highlighting persistent cost pressures...Stocks featured:BP, Glencore and WPPTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
In “Navigating the Numbers: Tariffs, AI, and The Future of Supply Chains”, Joe Lynch and Corey DeSantis, BDO's Logistics and Transportation Subject Matter Expert, discuss the evolving landscape of global trade, the transformative power of artificial intelligence, and strategies for building resilient supply chains for tomorrow. About Corey DeSantis Corey DeSantis serves as BDO's Logistics and Transportation Subject Matter Expert, supporting clients in manufacturing, automotive, telecommunications and food manufacturing. Corey improves the condition of BDO's clients through making data-driven decisions to optimize performance within their networks. He brings a decade of industry experience, working at some of the largest 4PLs in North America. In roles across transportation operations and transportation procurement, Corey has executed complex solutions for companies in the manufacturing, distribution, and retail sectors. His work includes executing RFPs, identifying cost and performance improvement opportunities, and driving mode optimization. Corey is serving his second term on CSCMP's Transportation Center of Excellence, sitting on their Modes Committee. Corey also serves as the President of the CSCMP Pittsburgh's Roundtable. His work on better practices for optimizing freight procurement strategies has been featured in Supply Chain Management Review. About BDO BDO's purpose is helping people thrive, every day. The organization is focused on delivering exceptional and sustainable outcomes and value for its people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through its global organization. BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. For more information, please visit: www.bdo.com. Key Takeaways: Navigating the Numbers: Tariffs, AI, and the Future of Supply Chains In “Navigating the Numbers: Tariffs, AI and The Future of Supply Chain”, Joe Lynch and Corey DeSantis, BDO's Logistics and Transportation Subject Matter Expert, discuss the evolving landscape of global trade, the transformative power of artificial intelligence, and strategies for building resilient supply chains for tomorrow. Global Tariffs & Supply Chain Strategy: This episode explores how changing tariffs impact freight costs, sourcing, and overall supply chain strength. Expect insights on navigating complex trade policies. Data-Driven Supply Chain Optimization: The emphasis here is on leveraging smart data and analytics to identify savings, boost efficiency, and improve supply chain performance, especially with tariffs and dynamic markets in mind. AI's Role in Modern Supply Chains: A central theme is how AI is transforming supply chain operations. This covers its applications from predicting demand to optimizing routes and autonomous logistics. Strategic Procurement & Carrier Management: Learn how companies can strategically manage their relationships with carriers and conduct RFPs to achieve optimal costs and service, even amid unpredictable tariffs and rapid technological advancements. Adapting to Future Supply Chain Challenges: This forward-looking perspective offers strategies for building more flexible, resilient, and sustainable supply chains in the face of geopolitical shifts, tech disruptions, and evolving customer needs. Balancing Cost & Service in Logistics: This takeaway provides a nuanced view on avoiding short-term cost cuts that compromise long-term carrier relationships or service quality, especially as new technologies emerge and tariffs shift. Expertise in Complex Supply Chains: It's highlighted that external guidance and specialized knowledge are invaluable. Experts can help businesses navigate intricate tariff challenges, effectively integrate AI, and strategically plan for the future of their supply chain. Learn More About Navigating the Numbers: Tariffs, AI, and The Future of Supply Chains Corey DeSantis | Linkedin BDO | Linkedin BDO BDO | Manufacturing The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
Les journalistes et experts de RFI répondent également à vos questions sur les excuses du président du Liberia et l'augmentation des taxes douanières américaines au Brésil. Allemagne : des réfugiés afghans attendent toujours leur visa La justice allemande a ordonné au gouvernement de délivrer les visas promis aux familles afghanes réfugiées au Pakistan depuis la chute de Kaboul en 2021. Sans ce document, elles risquent d'être expulsées vers leur pays. Pourquoi les autorités ne veulent-elles plus leur octroyer de visas ? Le gouvernement de Friedrich Merz va-t-il faire appel de cette décision de justice ? Avec Pascal Thibaut, correspondant de RFI à Berlin. Liberia : un espoir de justice pour les victimes des guerres civiles ? Plus de vingt ans après la fin des deux guerres civiles qui ont ravagé le Liberia entre 1989 et 2003, le président Joseph Boakai a présenté, au nom de l'État, les excuses officielles de l'État pour les 250 000 morts. Pourquoi le faire maintenant ? Ces excuses s'accompagnent-elles de mesures judiciaires concrètes pour les personnes concernées ? Avec Christina Okello, journaliste au service Afrique de RFI. Brésil : pour soutenir Bolsonaro, Trump augmente les taxes douanières Pour dénoncer les poursuites judiciaires lancées contre l'ancien président Jair Bolsonaro, Donald Trump menace de surtaxer de 50 % les importations des produits brésiliens aux États-Unis. Quelles seraient les conséquences économiques pour le Brésil si ces droits de douane étaient appliqués ? Avec Anne-Sophie Alsif, cheffe économiste chez BDO. Et en fin d'émission, la chronique « Un œil sur les réseaux » de Jessica Taieb. Au programme, retour sur la victoire écrasante des Parisiens contre le Real Madrid en demi-finale de la Coupe du monde des clubs.
Alex Moss and Burton DeWitt are back with a new episode after the cut off for the World Matchplay! The boys start this week's show by discussing the World Matchplay title prospects of Monday's Players Championship 20 winner Damon Heta and Tuesday's Players Championship 21 runner-up Gerwyn Price, before taking a closer look at the confirmed 32-player field for this year's World Matchplay following Tuesday's cut off. Sky Sports pundit and commentator Glen Durrant (19:15) joins the show to look ahead to the start of the World Matchplay next week. The former Premier League champion and three-time BDO world champion looks back on his own World Matchplay memories as a player, and discusses the field for this year's event in Blackpool, his continued work as a commentator and his role with the PDPA, and much more! Alex and Burton wrap up the show with a brief look ahead to the Baltic Sea Darts Open in Kiel this weekend, and pick out players in the World Matchplay field who most need a run to take with them to Blackpool this week, before taking a closer look at Andreas Harrysson after the Swede secured his PDC World Darts Championship debut this past weekend on the PDC Nordic & Baltic Tour. Join the Darts Strava King group on Strava *** This podcast is brought to you in association with Darts Corner - the number one online darts retailer! Darts Corner offers the widest selection of darts products from over 30 different manufacturers. Check out Darts Corner here: UK site US site Check out Condor Darts here: UK site Set up an account and enjoy a flutter on the darts by opening an account on the kwiff website or via their app (iOS / Android). 18+. Terms and conditions apply. Begambleaware.org – please gamble responsibly. *** Sponsorship available! Want your business advertised on the show? Email weeklydartscast@gmail.com for more details and a free copy of our new sponsor brochure! *** Enjoy our podcast? Make a one-off donation on our new Ko-Fi page here: ko-fi.com/weeklydartscast Support us on Patreon from just $2(+VAT): patreon.com/WeeklyDartscast Thank you to our Patreon members: Phil Moss, Gordon Skinner, Connor Ellis, Dan Hutchinson
UK economic data last week painted a mixed picture. Retail sales remained subdued, with BDO's High Street Sales Tracker rising just 0.6% year-on-year, marking six consecutive months of in-store sales growth trailing inflation. The construction sector continued to contract, although the Purchasing Managers' Index (“PMI”) improved to 48.8, its highest level since January. Encouragingly, first-quarter gross domestic product (“GDP”) growth was confirmed at 0.7% quarter-on-quarter - the fastest in the Group of Seven (“G7”) - yet this momentum is unlikely to be sustained amid falling living standards. The services sector experienced its fastest expansion in 10 months, with a PMI of 52.8, but job losses persisted. The Bank of England (“BoE”) maintained a cautious stance, with Governor Andrew Bailey reinforcing hopes for rate cuts in light of a softening labour market and mixed inflation signals...Stocks featured:British American Tobacco, Berkeley Group Holdings and Pershing Square HoldingsTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
Online Darts Double Trouble with Chris Mason | Episode 1 | That was the most car crash interview I've ever seen in my life. That was BDO-esque"That was the most car crash interview I've ever seen in my life. That was BDO-esque. What was he doing? He's meant to be, he's meant to be there for them"
Erfrierungen und Risse im Lungengewebe: Das sind nur zwei der Risiken, die Konsumierende von Lachgas eingehen. Die Partydroge soll nun ebenso verboten werden wie die Chemikalien GBL und BDO. Sie werden unter anderem für K.o.-Tropfen verwendet.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .
Dans ce nouvel épisode, en Belgique, les cybercriminels frappent de plus en plus fort. Une entreprise sur cinq a été attaquée l'an dernier, révèle le baromètre du cabinet BDO. Une chute brutale, inédite depuis la crise sanitaire : les exportations de biens produits par les entreprises de la région bruxelloise ont reculé de 25 % en 2024.Ce vendredi, Elia, le gestionnaire du réseau de transport d'électricité à haute tension en Belgique, a présenté son étude projetant la production et la consommation d'électricité supposées sur les 10 prochaines années.Côté bourse, voilà une semaine boursière qui se termine bien… Les Trends-Tendances podcasts rassemble tous les podcasts de Trends-Tendances et de Trends Z francophone. Les journalistes vous proposent différents podcasts sur les thèmes qui dominent notre monde et notre société.Sous différents angles et avec un accent clair sur l'économie et les entreprises, sur les affaires, les finances personnelles et les investissements. De manière indépendante, pertinente, toujours constructive et tournée vers l'avenir.
Send us a textIn part two of our conversation with Nevellan Moodley, Head Financial Services Advisory, we go deeper into the evolving fintech landscape, the value of good advisory partners, and why customer experience is the new battleground for financial services. Highlights:- Why Early-Stage FinTechs Avoid Advisory Help- Africa's FinTechs: The Trends Worth Watching- The Integration Advantage: Simplicity WinsNevellan Moodley's LinkedIn: https://www.linkedin.com/in/nevellan-moodley-ca-sa-32223116/BDO's Website: https://www.bdo.co.za/Darren Franks' Linkedin: https://www.linkedin.com/in/darrenfranks/Titc's Website https://titc.io/This episode is brought to you by Pear NetworkPear's LinkedIn: https://www.pear-network.com/
Trotz Clean Industrial Deal und Omnibus-Verordnungen der EU sind auch kleine und mittlere Unternehmen zunehmend mit der Anforderung konfrontiert, Nachhaltigkeitskennzahlen zur Verfügung zu stellen. Sei es für Banken, Versicherungen oder auch für berichtspflichtige Unternehmen, denen sie zuliefern. Doch an welchem Standard man sich dabei orientieren soll, das wird sich erst in einigen Monaten klären. Wie KMU der aktuellen Unsicherheit am besten – und pragmatischsten – begegnen und welche Schritte zu setzen sind, besprechen in dieser Folge Sanela Terko von der BDO und Theresa Weiglhofer-Troy vom Linde Verlag.
I det här avsnittet gästas jag av skatteexperterna Andreas Blomstrand och Daniel Starberg från BDO. Vi pratar om lagförslaget gällande nya skatteregler för fåmansföretagare. Vi diskuterar för- och nackdelarna, och hur du som företagare kan tänka kring pension, sparande i bolag, trädaregler och generationsskifte.Investeringar i finansiella instrument är förknippade med risk och en investering kan både öka och minska i värde eller komma att bli värdelös. Historisk avkastning är ingen garanti för framtida avkastning. Ingen del av podcasten skall uppfattas som en uppmaning eller rekommendation att utföra eller disponera över någon typ av investering eller att ingå några andra transaktioner. De uppfattningar som redogjorts för i podcasten återspeglar de medverkandes uppfattning för tillfället och kan således komma att ändras. Informationen i podcasten tar inte hänsyn till någon specifik mottagares särskilda investeringsmål, ekonomiska situation eller behov. Informationen är inte att betrakta som en personlig rekommendation eller ett investeringsråd. Adekvat och professionell rådgivning skall alltid inhämtas innan några investeringsbeslut fattas och varje sådant investeringsbeslut fattas självständigt av kunden och på dennes eget ansvar. Max Matthiessen frånsäger sig allt ansvar för direkt eller indirekt förlust eller skada som grundar sig på användandet av information i podcasten.
I det här avsnittet gästas jag av skatteexperterna Andreas Blomstrand och Daniel Starberg från BDO. Vi pratar om lagförslaget gällande nya skatteregler för fåmansföretagare. Vi diskuterar för- och nackdelarna, och hur du som företagare kan tänka kring pension, sparande i bolag, trädaregler och generationsskifte.Investeringar i finansiella instrument är förknippade med risk och en investering kan både öka och minska i värde eller komma att bli värdelös. Historisk avkastning är ingen garanti för framtida avkastning. Ingen del av podcasten skall uppfattas som en uppmaning eller rekommendation att utföra eller disponera över någon typ av investering eller att ingå några andra transaktioner. De uppfattningar som redogjorts för i podcasten återspeglar de medverkandes uppfattning för tillfället och kan således komma att ändras. Informationen i podcasten tar inte hänsyn till någon specifik mottagares särskilda investeringsmål, ekonomiska situation eller behov. Informationen är inte att betrakta som en personlig rekommendation eller ett investeringsråd. Adekvat och professionell rådgivning skall alltid inhämtas innan några investeringsbeslut fattas och varje sådant investeringsbeslut fattas självständigt av kunden och på dennes eget ansvar. Max Matthiessen frånsäger sig allt ansvar för direkt eller indirekt förlust eller skada som grundar sig på användandet av information i podcasten.
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these specialized and time-consuming processes. About Damon Pike Damon founded the Customs and International Trade Services (CITS) group within BDO's International Tax practice in 2019. With 36 years of experience helping multinational companies navigate the complex rules governing the cross-border movement of goods and services, he now serves as the Technical Practice Leader for the firm's CITS team to support their mission of providing end-to-end global consulting services for all aspects of import/export planning and compliance. Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs, and tax professionals nationwide — the CorpNet Partner Program. 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast
In this episode, Steve Fretzin and Shireen Hilal discuss:Navigating modern law firm strategy in a rapidly evolving legal marketImproving internal operations and team culture to boost law firm performanceEnhancing client engagement and retention amid budget constraintsLeveraging cross-selling and business development tactics within law firms Key Takeaways:Law firms that prioritize understanding and responding to their clients' future needs instead of mirroring competitors can unlock unique opportunities for differentiation and growth.Clear and value-based billing practices—paired with proactive scope, time, and budget alignment—are essential to reinforcing client trust and maintaining healthy payment cycles.Structured programs like internal expert briefings and strategic client lunches can make cross-selling more natural and effective by focusing on solving client problems rather than pitching services.Communicating pricing changes with context and care rather than through generic finance memos helps strengthen client relationships and reinforces long-term loyalty. "The problem with obsessing about your competition instead of your clients is that, if you do, you are almost, by definition, falling in the middle. So the better way to get ahead, I think, is to be client-obsessed." — Shireen Hilal Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Shireen Hilal: Shireen is the CEO of Maior, a boutique consultancy that helps law firms with their pain points and plateaus with strategic and operational support, ranging from go-to-market solutions and profitability programs to process improvement and enhancing employee engagement.Before starting Maior, Shireen spent a decade practicing at AmLaw100 firms and then had the privilege of serving in several executive roles: COO of a national law firm (where she increased revenue by 20%, profits per partner by 30%, and achieved "best place to work" accolades), pivoting strategy and operations for enterprise firms (KPMG and BDO), and building out the growth division of a communications consulting firm.Through Maior, she now helps growing firms skyrocket, early-stage firms maintain their "special sauce" as they scale, and mature firms with a fresh perspective.Shireen also serves on the advisory board of a Top 100 accounting and advisory firm and writes a quarterly column for Law360 answering law firm leaders' questions. Connect with Shireen Hilal: Website: https://www.maiorconsultants.com/LinkedIn: https://www.linkedin.com/in/shireenhilal/ & https://www.linkedin.com/company/maior-consultants/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Luca's journey from South Africa to breaking into M&A in London is a story of persistence and smart strategy. After studying accounting at Stellenbosch University, Luca moved to London to work as an auditor at BDO. Despite being told that transitioning from audit to investment banking was nearly impossible, he leveraged WSO Academy to revamp his approach, scale his networking, and land an M&A analyst role at PCB Partners.
Dr. Keith Keating is the Workforce Futurist and Chief Learning Officer for BDO and the author of the books The Trusted Learning Advisor and his new book - Hidden Value: How to Reveal the Impact of Organizational Learning. In this episode, Paul and Keith explore the paradox facing Learning and Development teams today — at a time when the world is changing faster than ever and organizations need to adapt, many learning teams are facing budget cuts and layoffs. They delve into why the value of L&D often goes unseen, how teams can better communicate and create strategic value, and how organizations can move from seeing L&D as a cost center to a growth driver. Keith also introduces his "Value Creation Compass" — a practical framework for identifying and demonstrating learning's business impact across people, customers, resilience, and revenue. Along the way, Paul and Keith share war stories from inside organizations, debunk the myth that only easily measurable things matter, and discuss why L&D leaders must become problem solvers and storytellers to thrive in today's environment. Resources mentioned in this episode: Keith's new book Hidden Value: How to Reveal the Impact of Organizational Learning Keith's previous book The Trusted Learning Advisor BDO - https://www.bdo.comHumanity Working is brought to you by BillionMinds - the company that makes employees ready for the Future of Work.BillionMinds helps companies be ready for the future of work by developing adaptable, resilient employees. You can learn more about them on LinkedIn or by visiting billionminds.com.
This week on The Art of SBA Lending, I sit down with the incredible Alan Peterson, BDO from First Internet Bank. Alan isn't just closing deals; he's redefining what it means to be a top producer in SBA lending, reaching over $30 million year-to-date and tracking towards an astonishing $120 million annually! Ray Drew and Alan dive deep into the mindset of a high-volume BDO, the strategic art of saying "no" to grow faster, and why true business value isn't always what it seems. They discuss navigating the complexities of deals, the crucial role of data and innovation in banking, and why being a trusted advisor is paramount.
Hello Rank Squad! It's that time of the year where amidst all the trophies being handed out, thoughts turn to who are the frontrunners in the race for the biggest individual prize in the game - France Football's yearly Ballon d'Or. Last year the award came with a whole thunderstorm of controversy, with Real Madrid boycotting the ceremony after Rodri won the top prize over Vinicius Jr. They probably don't need to worry that much this year - we'd be surprised if there were any Los Blancos stars anywhere near the podium - but the absence of both Vini and Rodri from the frontrunners opens up some interesting discussions. We dive deep on where we think the current positionings are for the likes of PSG's Ousmane Dembele, Gigi Donnarumma and Achraf Hakimi, as well as Barcelona's Lamine Yamal, Raphinha, and Pedri - as well as the individual pace-setters like Mo Salah, Lautaro Martinez, Kylian Mbappé, and Harry Kane; before we also take a quick look at the Kopa Trophy candidates in Part Three. Before that, there's a return for Things We Love, where Dean discusses a big summer ahead for Arsenal in the transfer market, and Jack takes a quick look at a wonderful season at Balaidos for Celta Vigo, under the stewardship of Claudio Giraldez. It's Ranks! And remember, if you'd like more from the Rank Squad, including extra podcasts every Monday and Friday (including our weekly Postbox taking a look at the whole weekend of football) and access to our brilliant Discord community, then why not join us here on Patreon?
This month Joe chats with Business Development Market Leader at BDO, Anthony Rosenblum, CPA about his lifelong passion for volunteering, sparked by early experiences in his hometown, and how it has enriched his personal and professional life, helping him build leadership skills, meaningful relationships, and community impact through roles ranging from CPA board work to coaching his kids' sports teams.
As the Chancellor, Rachel Reeves, presents her Spring Statement, Money Box Live sifts through the details about what it all means for your personal finances.Changes to the welfare system have already been announced. It will be harder to claim a disability benefit called Personal Independence Payment (PIP) under plans which the government says will get more people into work. We'll analysis any new details on that.The Spring Statement comes ahead of big plans already announced in last year's Autumn Budget such as changes to stamp duty for home buyers and an increase to National Insurance Contributions for some employers, so as well as dissecting new announcements we'll also remind you what else coming in and when.Felicity Hannah is joined by Sarah Pennells, Consumer Finance Specialist at pensions company Royal London; Elsa Littlewood, Tax Partner at the accountancy firm BDO and Mike Brewer, Chief Economist and Deputy Chief Executive of the Resolution Foundation.Presenter: Felicity Hannah Producer: Sarah Rogers Reporter: Emma Smith Editor: Jess Quayle(This episode was first broadcast at 3pm on Wednesday 26th March, 2025)
Send us a textMat Mermigousis of BDO discusses the Trump administration's ever-changing tariff policies and what they may mean for U.S. businesses. For more coverage, read the following in Tax Notes:Trump Pauses Tariff IncreasesEU Poised to Impose 25 Percent Retaliatory Tariffs on U.S. GoodsChina Announces Reciprocal Tariffs on U.S. ImportsTrump's Tariffs Generate Tons of Criticism as Uncertainty AboundsFollow us on X:Michael Smith: @TaxesMichaelDavid Stewart: @TaxStewTax Notes: @TaxNotes**This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes
(0:00) Intro(1:13) About the podcast sponsor: The American College of Governance Counsel(2:00) Start of interview(2:45) Amy's origin story(3:25) Her start in corporate governance(5:02) About the implosion of Arthur Andersen (she worked there from 1993 to 2002) (7:00) Her time at BDO USA for the past 21 years and founding the BDO Center for Corporate Governance(11:50) AI governance and board approaches to new technologies.(13:53) Technology savviness or literacy of directors. (15:32) Where does technology and AI fit in the board (full board v. committees) (17:53) Climate disclosures and evolution of ESG "ESG is considered a four-letter word at this point"(21:26) Evolving geopolitical landscape and challenges to globalization.(24:25) CEO Succession Challenges(26:40) CEO Compensation Insights and Private vs. Public Company Governance (including VC and PE)(33:30) Thoughts on new SEC guidance limiting shareholder proposals on ESG issues and expanding disclosure requirements for large asset managers ("passive investors") engaging with companies on ESG issues (shifting from 13G to 13D). The rise of private markets.(38:33) Future Governance Challenges "[F]or the next 12 months; 1) strengthening of AI and technology usage and oversight, 2) Continuing to evolve enterprise risk management, and 3) Ensuring effective cybersecurity and data protection policies." Other than that: talent management, board evaluations.(42:08) Evolving Board Structures(44:07) Books that have greatly influenced her life:The Notebook by Nicholas Sparks (1996)(45:31) Her mentors.(47:20) Quotes that she thinks of often or lives her life by: "Water finds its level." and "You'll never achieve what you don't make known that you want."(48:19) An unusual habit or an absurd thing that she loves. (48:54) The living person she most admires.(49:50) BDO USA governance podcastAmy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Could a re-introduction of targeted tax incentives help to alleviate the housing crisis? We ask Derek Henry, Partner and Head of Tax at BDO.
Carol Lynch, Tax Partner in charge of Customs and International Trade Services at BDO, outlines the tariffs that will affect Ireland from next week. Then, we hear reaction from Minister for Enterprise and Fine Gael TD Peter Burke, and Sinead Gibney TD, Social Democrats spokesperson on Enterprise and Trade.
Welcome to the Wyness Shuffle administration special podcast, covering all the recent events in the tumultuous and dramatic world of Inverness Caledonian Thistle Football Club. Join Andrew Moffat, Andrew Young, Stevie Riley and guest panellist and season ticket holder Jamie MacKinnon as they discuss the recent events. The boys focus on the call for help from the administrators, Alan Savage laying down the gauntlet, the subsequent shareholders meeting and what the future might hold. Plus an exclusive interview with the insolvency expert who presided over 7 SPFL club administrations, Bryan Jackson! 00.01 AN INTRODUCTION TO BOMB DISPOSAL The boys overview the recent events and talk a bit about James Bond and defusing bombs. 05.15 THE PERILOUS TIMELINE We go through the timeline of events from 16 March to present day focusing on the BDO statement, Alan Savage's press conference and the resultant events. Was this a calculated risk or a finitely managed plan? Why were no offers received? Why has it taken so long to get the shareholders to agree? Why is the shareholding ‘a dog's breakfast'? What happens with the land around the stadium? And what needs to occur to force through a CVA? 23.36 SHAREHOLDER'S ASSEMBLE A meeting of 10 major shareholders was held on Wed 19 March which those present have called ‘transformational'. Former ICT Vice Chair Allan Mackenzie said the response was ‘very positive' and offers ‘reasons for optimism' and that there is now a ‘way through' these issues, and that he was now – as of Wed afternoon – speaking to BDO to expedite the process through the means of a CVA in order to secure a buyer. 39.01 TALK TO ME: SCOTTISH FOOTBALL INSOLVENCY EXPERT BRYAN JACKSON An exclusive TWS interview with Scotland's foremost expert on football finances. A man who has been at the forefront of no less than SEVEN SPFL club administrations. Mr Bryan Jackson, of Finance firm Johnston Carmichael. And it was Bryan who actually put ICT and BDO together back in October, after speaking with Alan Savage himself, so he was ideally placed to comment on all the goings on, and he's got some great one liners, which always helps. 1.31.05 BACK TO THE FUTURE Following events discussed in this podcast, Alan Savage confirmed he will advance discussions with a number of businesses to try and secure key funding. Presumably that would then form an official bid for the club. He said ‘the fog has lifted' and moves to secure a buyer can now be ‘rekindled.' Who might be part of his consortium? What are the Highland council meetings about? How quickly does all this need to happen in order to retain the football licenses with the SFA and SPFL, to retain the squad for next season? And we discuss Savage's comments about Caledonian Stadium and a potential move away from the banks of the Moray Firth. There's it.
The Chase Just when we thought we were out, they dragged us back in. Back into the relegation fight and back into the administration struggle. The majority of this podcast was recorded on the evening of Sunday 16 March, the day before the BDO statement and the Alan Savage press conference. After a month's break we literally chose the worst time to come back. We did record some bonus chat on the Monday however, which we have dropped into the pod from 50 minutes, plus Savage's press conference in full from 1:49. Join Andrew Moffat, Stevie Riley, Andrew Young, Sandy Sutherland, Lee Tarling, and the Press and Journal's very own Paul Chalk to as they talk through the recent matches, look at the headlines, talk about some of the worst loan signings ever to darken our door, and what our chances are of survival. 00:00 Hello The boys discuss their thoughts on our league position. Are they happy to have finally got out of the bottom two? Worried we might drop back down? Looking forward to being mathematically safe? Or targeting play-offs? 08:27 Game by Game The unexpected defeat to Annan plus wins over Stenny, Dumbarton, Kelty, and Queen of the South. Who have been our star performers from the past month? 33:41 Scottish Football Headlines A new feature for the Wyness Shuffle as we look at the Scottish football headlines, which are: Scotland men's internationals to be shown live on BBC New Cumnock man named as part of interim Rangers management team Police open to discussions on football booze ban 50:20 The Club The panellists settle down to have a leisurely chat about the great place the club finds itself in, until… 50.50 ALERT ALERT: THE BDO STATEMENT Moff, Chalky and Stevie get together to discuss the worrying three page statement from the Administrators in which they outline the perilous state of affairs, the hurdles that need to be overcome and the shocking realisation that no bids had been made for ICT by the proposed deadline. 1:03:23 The Club: Player contracts, who stays and who goes, and congratulations to Musa 1:07:50 Talk to Me: Scott Young The Chairman joined Stevie on the Sunday to discuss the current operations of the club, difficulties that have been overcome and how everyone is pulling together in spite of the situation. 1:19:04 Commercial opportunities and sublime meals What is the most sublime meal you've ever had and do ducks have more personality than chickens? 1:29:13 Hi Ho Silver Here Come the Loan Rangers! We have had some absolute diddies over the years. We pick out some of the best and the worst, which might include Gregg Hood, Aiden Chipperfield, Roman Golobart, Tom Aldred and some other nefarious characters. 1:39:11 League Lookahead The remaining 7 league matches. How many points will we get and where will be finish. The boys put it all on the line. 1:49:27 BONUS: Alan Savage's Press Conference Alan Savage's 17 March press conference in full. 2:00: 26 Bye for now THE WYNESS SHUFFLE WILL RETURN, PROBABLY SOONER THAN EXPECTED AS WE COVER THE EVOLVING NEWS.
When publicly traded companies release their financial results, the most interesting aspect of the conference calls have little to do with the numbers themselves and everything to do with trends across the market.Luis Avila, a managing director in BDO's technology and transformation practice, joins our Ross Wilkers for this episode that is also a note-swapping exercise of sorts. Both listened to the most recent round of GovCon investor calls in their respective roles of research and analysis, plus journalism.The Elon Musk-led Department of Government Efficiency, the race to technology superiority, supply chain health and wealth, and new entrants all were themes of those calls and feature in the conversation between Luis and Ross.Keep in mind throughout their conversation that government contractors have their own unique approach to transparency, given their customers have publicly available budgets and policy documents.Parsons explores 2 growth pathways for missile defenseLeidos eyes missile defense, border security tech as growth avenuesMaximus CEO sees tech modernization as opportunity in Trump's efficiency pushHow the CEOs of Booz Allen, L3Harris view DOGE's visionCACI's CEO weighs in on efficiency and acquisitionLockheed's CEO: Efficiency push is 'an opportunity' for both industry and government
What does it take to build a culture that not only survives but thrives across global teams? In this episode of Leading Transformational Change, host Tobias Sturesson sits down with Alicia DeFreitas, Global Head of People & Culture at BDO, to explore the key elements that make an organization's culture truly flourish: respect, growth, and purpose. They dive into the challenges of aligning these values across diverse teams and discuss the ongoing journeys of diversity, equity, and psychological safety. Tune in to this episode as we explore:Unlocking the power of cultural diversity in HRScaling vision and purpose across global teamsCreating a culture of psychological safety that drives performanceTurning diverse perspectives into a competitive advantageAligning leadership actions with core organizational values for lasting impactLinks mentioned:Connect with Alicia DeFreitas on LinkedInBDO‘You Can Culture: Transformative Leadership Habits for a Thriving Workplace, Positive Impact and Lasting Success' is now available here.
Det lokale selvstyret er blitt styrket i Grunnloven og kommuneloven, men ikke i praksis. Økende statlig detaljstyring har i sum negativ effekt. Dette viser to nye juridiske utredninger fra KS.Et sterkt lokalt selvstyre og mindre statlig detaljstyring er avgjørende for at kommuner og fylkeskommuner skal tilby tjenester effektivt og klare de store omstillingene som er nødvendig når det framover blir mangel på både arbeidskraft og penger.På oppdrag fra KS har noen av Norges ledende jurister på området laget to rapporter. Holth & Winge, Sigrid Stokstad og Eivind Smith har undersøkt hva grunnlovsbestemmelsen og den nye kommuneloven betyr for det kommunale selvstyret. Mens advokatfirmaet Lund & Co og konsulentselskapet BDO har undersøkt hvor godt egnet lovgivning er til å styre kommunesektoren.Til å forklare funn og konklusjoner i rapportene har vi med oss Tor Allstrin, direktør for KS Advokatene og Silje Aga Rogan i advokatfirmaet Lund & co. Kommunedirektør Bjørn Fauchald i Vestre Toten skal fortelle om hvordan statlig detaljstyring oppleves i kommunene. Han er også leder i KS' kommunedirektørutvalg, som har gitt innspill til rapporten om lovstyring.Les mer her:Staten styrer kommunene sterkere enn førStaten har overdreven tro på lovverk Hosted on Acast. See acast.com/privacy for more information.
What is the future of document generation in 2025, and how should businesses navigate the risks of AI? In this episode of Tech Talks Daily, I sit down with Christian Lund, co-founder of Templafy, to explore how AI-powered document automation is reshaping productivity, compliance, and security in modern enterprises. As companies push for greater efficiency, many are adopting AI tools to streamline workflows. But AI's effectiveness depends heavily on context—and context is something you can't always rely on users to provide. Christian shares why most people approach AI like a search engine, entering a handful of keywords and expecting the right results. But would you brief a colleague with just a few disjointed words? Better briefs lead to better outputs, whether you're working with humans or AI. This is where Templafy steps in, delivering AI-powered document generation solutions that integrate seamlessly with platforms like Microsoft Office, Google Workspace, and Salesforce. Trusted by over 800 enterprises, including KPMG, BDO, and Adobe, Templafy automates document creation while maintaining compliance and brand consistency—saving employees up to 30 days per year. We also dive into why the best automation happens when humans are less involved. Far from sidelining human input, this approach reduces compliance risks and frees employees to focus on high-value work that drives business growth. Christian explains how Templafy orchestrates AI models, data sources, and workflows to ensure optimal outcomes, from sales collateral to RFP responses. Plus, we explore future trends, including AI agents and stronger orchestration that allows businesses to stay in control of AI-powered processes. How can businesses balance the push for faster workflows with the need for secure, compliant documents? And what role will AI agents play in tomorrow's document generation landscape? Tune in to discover how Templafy is paving the way for smarter, safer automation.
De prijzen op de cryptomarkt zijn flink naar beneden gekletterd. Bitcoin verloor meer dan 10% sinds vorige week, en bij veel altcoins is de schade nog groter. Na een periode van zijwaartse beweging heeft de markt eindelijk een richting gekozen: naar beneden. Voor nieuwe beleggers kan dit schrikken zijn, maar ook in stijgende markten maakt Bitcoin soms dit soort duikvluchten, tot wel 30% vanaf de top. Bij ByBit werd afgelopen vrijdagmiddag voor 1,5 miljard aan Ethereum geroofd. Daarmee was het direct de grootste cryptohack ooit, in dollars gemeten. Tijdens een routine-transactie lukte het de hackers om ByBit te foppen. De ondertekenaars van de transactie kregen precies te zien wat ze verwachtten, maar onder de motorkap hadden de hackers hun eigen transactie verstopt. Gelukkig lijkt de exchange de klap op te kunnen vangen. Met aan zekerheid grenzende waarschijnlijkheid kunnen we de Noord-Koreaanse Lazarus Group aanwijzen als dader. Dat zijn de beruchte staatshackers die inmiddels een hele waslijst aan slachtoffers hebben gemaakt. Bijvoorbeeld de Indiase exchange WazirX, crypto game Axie Infinity, maar ook de hack van Sony in 2014, het WannaCry schandaal en een aanval op de centrale bank van Bangladesh. Het vervelende aan de Lazarus Group is dat ze geen haast hebben met het witwassen van hun tegoeden en niet open staan voor onderhandeling. ByBit gaat die tegoeden niet meer terugzien. De Amerikaanse beurswaakhond SEC laat ondertussen zijn rechtzaken tegen Coinbase en Uniswap varen. Deze twee rechtszaken gingen over het illegaal verhandelen van effecten. Bij Coinbase ging het om een grote exchange die tegen de regels van de SEC in allerlei crypto-effecten op hun platform heeft genoteerd. Maar er zijn helemaal geen duidelijke regels op dit gebied. Uniswap is het boegbeeld als we het hebben over decentrale exchanges. Daar zitten ontwikkelaars achter die een bedrijf vormen, en daar voerde de SEC een rechtszaak tegen. Die rechtszaak was een behoorlijke klap, omdat tot dat moment werd gedacht dat de decentrale wereld onaangeraakt zou blijven. UniSwap zelf noemt het een "enorme overwinning voor decentralized finance" en bevestigt dat deze technologie altijd aan de goede kant van de wet heeft gestaan. Het congres beweegt niet heel rap met het maken van duidelijke regels, maar de beginnetjes zijn er. De houding van de beurswaakhond is daar onderdeel van, maar ook het feit dat deze SEC nauwer gaat samenwerken met de CFTC, de waakhond voor grondstoffenmarkten. Vermoedelijk krijgt deze grondstoffenwaakhond het ook voor het zeggen in het domein van de memecoins. Het is nog wachten op echt duidelijke regels, maar de onzekerheid voor cryptobedrijven in de VS is wel weg, ook omdat de waakhonden inmiddels makke lammetjes zijn geworden. Deze week in de CryptocastEen gesprek met Marcel Koeslag van BDO en co-host Mauro Halve over het schenken en erven van crypto. We betalen in Nederland belasting over schenken en erven, dat is hopelijk geen nieuws. Maar bij crypto zitten er een aantal interessante kanten aan. Wanneer is een crypto-schenking definitief? En hoe neem je het overdragen van je vermogen in crypto op in je testament? Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.
Schenk- en erfbelasting bij cryptovaluta: een vraag die bij veel Nederlanders speelt. Te meer omdat de fiscale regels zoals bij andere vermogenssoorten ook gelden voor digitale valuta. Maar hoe weet je zeker dat toekomstige generaties toegang hebben tot jouw crypto? En wat is wijsheid bij het schenken van Bitcoin of Ethereum? Marcel Koeslag, partner estate planning bij BDO, begint bij de basis van de Nederlandse regels voor schenkingen. Bij het schenken betaal je schenkbelasting, waarvan het tarief afhangt van je relatie tot de ontvanger én het bedrag. Er bestaan vrijstellingen, zoals de jaarlijkse vrijstelling voor schenkingen aan kinderen. Bij het bepalen van de waarde van de geschonken crypto, wordt gekeken naar de waarde op het moment van schenking, ongeacht eventuele latere schommelingen.. Voor internationale schenkingen en erfenissen worden zaken complexer. Als een erfgenaam of begiftigde in het buitenland woont, kunnen er dubbele heffingen ontstaan, afhankelijk van de belastingverdragen tussen Nederland en het betreffende land. Zo heeft België andere tarieven en vrijstellingen dan Nederland. Om dubbele heffingen te voorkomen, zijn er verschillende regelingen. Voor de bewijsvoering van schenkingen in crypto raadt Marcel aan om een schenkingsakte op te stellen. Hierin kunnen ook bepalingen worden opgenomen over wat wel en niet mag gebeuren met de schenking. In geval van discussie achteraf biedt zo'n akte juridische zekerheid. Daarnaast valt de geschonken crypto bij de ontvanger onder de vermogensbelasting in Box 3. Voor het beschermen van cryptovermogen is de keuze tussen privébezit en onderbrengen in een BV een afweging tussen Box 3 en Box 2 belasting. Het omslagpunt waarbij een BV voordeliger wordt, hangt af van verschillende factoren, waaronder de hoogte van het vermogen en de huidige belastingtarieven. Bij het nalaten van cryptovermogen is een testament cruciaal. Zonder testament bepaalt de wet wie wat erft. In het testament moet niet alleen aangegeven worden wie de crypto erft, maar ook hoe toegang verkregen kan worden tot de private keys. Dit kan bijvoorbeeld via een notaris of een vertrouwenspersoon die de benodigde informatie bij overlijden kan verstrekken. Over de toekomst van het belastingstelsel blijft het nog even gissen. Zowel Box 3 als de schenk- en erfbelasting staan op de nominatie om herzien te worden, maar concrete details zijn nog niet bekend. Co-host is Mauro Halve, head of compliance van Amdax. Gasten Marcel Koeslag Mauro Halve Links Host Daniël Mol Redactie Daniël Mol See omnystudio.com/listener for privacy information.
How2Exit: Mergers and Acquisitions of Small to Middle Market Businesses
Watch Here: https://youtu.be/ZCwj--I0XU0About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico, a firm specializing in business advisory, financial planning, and fractional CFO services. With a background in auditing, forensic valuation, and advisory work for global firms like BDO, she helps business owners understand the true worth of their companies and prepare for growth, financing, and eventual exit. Rivera is also a strong advocate for using business valuation as a proactive tool rather than just a transaction necessity.Key Takeaways: Business Valuation as a Strategic Tool – Business owners often overestimate their company's worth. Regular valuations help align expectations and identify key value drivers.Exit Planning Should Start Now – Waiting until retirement or an emergency to prepare for an exit can result in financial disaster. A business should always be sale-ready.Puerto Rico as a Business Hub – The island offers tax incentives for companies that export services, making it an attractive option for entrepreneurs, including those in tech and finance.Fractional CFOs Drive Growth – Businesses earning between $1M-$10M benefit significantly from hiring a fractional CFO to manage cash flow, forecasting, and growth strategy.Common Valuation Mistakes – Owners often base their valuation on industry hearsay or personal financial needs rather than market data and financial fundamentals.Owner Dependency Kills Business Value – A company reliant on its owner for operations, sales, and decision-making is much harder to sell and less attractive to buyers.Financial Planning & Process Documentation – Having structured financial statements, KPI tracking, and documented workflows is critical for growth and eventual sale.The Risks of Poor Succession Planning – Businesses without a succession plan risk collapse when an owner unexpectedly leaves due to illness or other circumstances.--------------------------------------------------Contact Alina onLinkedin: https://www.linkedin.com/in/triveraa/Website: https://advising.global/--------------------------------------------------
Ce lundi 3 février, Nicolas Doze a reçu Anne-Sophie Alsif, cheffe économiste du cabinet d'audit BDO France, Jean-Marc Daniel, professeur émérite à l'ESCP, et Stéphane Carcillo, responsable de la division revenu/travail à l'OCDE, dans l'émission Les Experts sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
What does it take to rise as a leader in the competitive and ever-changing SBA lending space? In this episode of The Art of SBA Lending, Ray Drew is joined by Molly Harder, Rob Parkin, and Jane Castro—three of the brightest up-and-coming leaders in SBA lending—to explore their journeys, challenges, and visions for the future of the industry. SBA lending is complex, but it's also filled with opportunities to grow, innovate, and leave a lasting impact. Today, we're diving into how these professionals are navigating career bottlenecks, leveraging mentorship, and balancing the demands of leadership while maintaining strong relationships. Key topics include: Overcoming early challenges and finding inspiration in mentorship The biggest trends shaping SBA lending, from technology to industry shakeups How to foster a collaborative, positive culture in SBA divisions Strategies for balancing production goals with strong client relationships With candid insights and actionable advice from: Molly Harder, SBA Risk Compliance Manager Rob Parkin, SBA Credit Director at Truliant Jane Castro, SBA Lending Professional Whether you're a seasoned BDO or just beginning your career in SBA lending, this episode offers invaluable perspectives on building a legacy of leadership and innovation in the industry. This episode is sponsored by: Lumos Lumos empowers your small business lending growth with cutting-edge analytics and streamlined applications that optimize your performance. If you're ready to take your small business lending to the next level with cutting edge analytics visit lumosdata.com. Shatterbox Learn how Shatterbox can help you hire and invest in bright young talent without breaking the bank. Go to https://shatterbox.io/artofsba and set up a discovery call today. SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! @thebdoshow @sbatoday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.
Episode 245 FACULTY: Alex Drost, CPA CLASS: #AccountingHigh Join us in this insightful episode of Accounting High as we sit down with Alex Drost, a consultant with a background in investment banking and business consulting, and a licensed CPA. Alex shares his unconventional path into the accounting world, discusses the current trends in the accounting and private equity (PE) industries, and offers invaluable advice for both young professionals and established firm owners. Don't miss out on understanding the seismic shifts happening in the industry and how you can be a part of it.
Welcome to this episode of “Building the Premier Accounting Firm,” where we explore the dynamic landscape of strategic growth and private equity in accounting firms. In this episode, host Roger Knecht is joined by industry expert Gary Shamis, who shares his incredible journey from an aspiring doctor to a leading accountant. Roger and Gary delve into strategic growth strategies, highlighting the importance of developing advisory services and targeting niche markets. Learn how technological advancements have facilitated geographic expansion and hear about the impressive evolution of a $4 million book into a $100 million firm in just 14 years. Gary provides insights into the challenges and opportunities presented by mergers, including his experience with BDO and the founding of a new consulting firm due to cultural mismatches. He also addresses the influence of private equity on accounting firms, discussing trends, financial implications, and the impact on firm culture and management dynamics. Key Topics Covered: Gary Shamis' Career Journey: Transition from aspiring doctor to successful accountant. Expansion of his father's accounting firm and eventual merger with BDO in 2014. Establishment of the largest restaurant practice among CPA firms in the U.S. Strategic Growth Strategies: Importance of developing advisory services and specializing in niche markets. Geographic expansion facilitated by technological advancements. The evolution of a $4 million book into a $100 million firm in 14 years. Challenges and Opportunities in Mergers: Experience of merging with BDO and founding a new consulting firm due to cultural mismatch. Insights on succession planning challenges, particularly millennials' reluctance towards ownership. Private Equity Influence: Trends in private equity acquisitions targeting bookkeeping and CPA firms. Financial rewards and risks associated with selling to private equity, especially for senior partners. Impact of private equity on firm culture and management dynamics post-sale. Advisory Services and Misconceptions: Advocacy for a broader approach to advisory services. Addressing common misconceptions in the industry. Entrepreneurial Challenges Post-Sale: Emotional and operational challenges following the sale of a firm. The importance of strengthening operations regardless of selling intentions. Industry Trends and Recommendations: Private equity firms offering equity to younger employees for talent retention. Importance of maintaining strong client relationships amidst market changes. Encouragement for thorough due diligence before engaging with private equity. Join host Roger Knecht and guest Gary Shamis as they delve into the intricacies of growing an accounting firm, navigating mergers, and understanding the evolving role of private equity in the industry. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. 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
Building Legacy and Profit: Exploring ESOPs with Kelly Finnell If you've ever wondered how to sell your business while preserving its legacy and empowering your team, this episode is for you. Kelly Finnell shares decades of expertise to help you understand ESOPs and their role in ownership succession planning. Whether you're planning an exit or looking to create long-term value, this episode will give you the tools to make informed decisions. Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Kelly Finnell, ESOP Consultant - Executive Financial Services, Inc. Episode Summary: In this episode of Profit with a Plan, host Marcia Riner dives into the transformative power of Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, one of the nation's premier ESOP consultants and the author of The ESOP Coach. Kelly shares the benefits of ESOPs as an exit strategy, a management transition tool, and a wealth-building opportunity for employees—all while preserving your business legacy. Whether you're exploring liquidity options or considering how to secure your company's future, this episode offers actionable insights to help you make informed decisions. Episode Highlights: [00:01:10] What is an ESOP? Kelly defines ESOPs as Employee Stock Ownership Plans, explaining their dual purpose as an exit strategy for business owners and a retirement plan for employees. Learn how ESOPs differ from traditional 401(k) plans and why they're a unique option in ownership succession planning. [00:06:30] The Key Benefits of ESOPs Kelly breaks down three key features that set ESOPs apart: Borrowing capability for financing transactions. Stock purchase transactions with the business owner. Exclusive focus on the sponsoring company's stock. [00:12:45] How ESOPs Create Win-Win Scenarios Discover how ESOPs align employee efforts with company profitability, creating a sweat-equity-based retirement plan that motivates employees and drives growth. [00:18:30] Timing Your Transition Kelly advises business owners on when to implement an ESOP, emphasizing the importance of starting at least five years before a planned exit. Learn how an ESOP serves as a glide path for ownership transitions and leadership development. [00:22:50] ESOP Suitability for Small and Mid-Sized Companies Kelly outlines the ideal candidate for an ESOP, focusing on businesses with $1M+ in adjusted EBITDA and at least 30 employees. Hear real-world examples of successful ESOPs, including companies like Publix Supermarket and BDO. [00:29:15] Tax Benefits of ESOPs Explore how ESOPs allow companies to operate tax-free, offering significant advantages at both the corporate and shareholder levels. Kelly shares how Congress incentivizes wealth-sharing through ESOPs and why this strategy appeals across political lines. [00:35:00] Dispelling Common ESOP Myths Kelly addresses misconceptions, such as fears of employee-run committees and the complexities of transitioning to an ESOP structure. Gain clarity on how ESOPs maintain effective leadership and governance. [00:40:20] Steps to Get Started with an ESOP Kelly shares actionable advice for business owners considering ESOPs: Evaluate if your company meets the criteria. Build a leadership team to guide the transition. Leverage resources like his book, The ESOP Coach, and ExecFin.com for deeper learning. Call-to-Action: Ready to explore how an ESOP could work for your business? Visit Kelly Finnell's website, ExecFin.com, for more resources, videos, and articles. Check out his book, The ESOP Coach, on Amazon for an in-depth guide. Subscribe and Share: Make sure to subscribe to Profit with a Plan on your favorite podcast platform and share this episode with other entrepreneurs exploring exit strategies. Your business legacy starts here! Keywords: ESOPs (Employee Stock Ownership Plans), Ownership succession planning, Exit strategy for business owners, Employee ownership, Business legacy, ESOP benefits, ESOP tax advantages, Small and mid-sized businesses, Retirement planning for employees, ESOP transactions, Selling to employees, Liquidity strategies for businesses, Business succession planning options. This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success. Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started! About Marcia Riner. She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
Nagyon nehéz éven van túl a luxusipar, amely meglepő ahhoz képest, hogy 2024 elején mit vártunk ettől az 1500 milliárd eurós szektortól. Ugyan vannak olyan márkák, amelyek értékesítése kiugróan nőtt, a többség csak stagnálni tudott vagy még azt sem. Orbók Ilona luxusszakértővel, a BDO ügyvezetőjével beszélgettünk a luxusipar tavalyi évéről és az idei kilátásokról. Főbb részek: Intro - (00:00) Mi a luxus? - (00:44) Van magyar luxuspiac és luxusipar? - (02:02) A legerősebb szektorok - (04:59) Akvizíciók - (10:04) Új márkák - (12:52) Luxusturizmus - (16:34) Ékszerek, órák - (17:48) Divatipar - (21:06) Fenntarthatóság és ruhaégetés - (22:59) AI és luxus - (25:00) Van helye a luxusiparban a Temunak? - (27:11) Hamisítványok - (29:24) Autópiac - (30:36) Élelmiszerek, alkoholok - (34:35) Vendéglátás - (36:15) Ingatlanpiac - (37:07) Kilátások - (39:08) See omnystudio.com/listener for privacy information.
In this episode of The Art of SBA Lending, Ray Drew sits down with Chris Hurn to explore the complexities of entrepreneurship, leadership, and finance. Chris shares the story of winding down his previous company, Fountainhead, navigating the challenges of partnerships, and transitioning to his latest venture—a business bank in West Georgia. From educating clients about SBA loans to building a team that aligns with company culture, Chris highlights the balancing act between growth, innovation, and risk. He also offers insights into: The risks and rewards of entrepreneurship Effective marketing strategies for the modern business landscape Navigating the competitive world of SBA lending and business acquisitions Join Ray and Chris for a candid conversation about the evolving business world, and gain valuable takeaways for your own journey. Be sure to subscribe to keep up with the rest of our Vegas interview series from NAGGL 2024! This episode is sponsored by: The Content Store The Content Store is a video content agency specialized in podcast, YouTube, and short form video editing. Elevate your brand with premium video content today. Go to www.thecontentstore.com to get in touch. Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to http://www.rapidbusinessplans.com/art-of-sba SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! https://www.youtube.com/@TheBDOShow http://www.youtube.com/@SBAToday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.
In this episode of The Art of SBA Lending, Ray sits down with Mike Breckheimer at NAGGL 2024 to discuss the ins and outs of starting a lender service provider (LSP) business and navigating the SBA ecosystem. Mike shares his extensive experience building turnkey solutions for banks, credit unions, and other institutions looking to outsource SBA loan operations. He dives into the intricate balance of compliance, relationship building, and patience required to thrive in this niche industry. Key Highlights: Starting an LSP: Learn the essential steps to establish yourself as a trusted SBA lender service provider, including the necessary regulatory steps with OCRM. Sales Strategies for LSPs: Mike explains the long sales cycle when working with banks and credit unions and how patience was the key during the process. Navigating SBA Oversight: Discover the role of OCRM in reviewing lender service provider agreements and maintaining oversight in the SBA ecosystem. Tech & Innovation in SBA Lending: Explore how emerging technology and data analytics are reshaping the SBA lending landscape. Whether you're an aspiring LSP entrepreneur or a seasoned professional curious about industry trends, this episode is packed with valuable insights on the current state of SBA lending. Don't miss out on our exclusive NAGGL interview series—subscribe now to catch every episode! This episode is sponsored by: Lumos Data Lumos empowers your small business lending growth with cutting-edge analytics and streamlined applications that optimize your performance. If you're ready to take your small business lending to the next level with cutting edge analytics visit lumosdata.com. Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to http://www.rapidbusinessplans.com/art-of-sba SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! https://www.youtube.com/@TheBDOShow http://www.youtube.com/@SBAToday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.
In this episode of The Art of SBA Lending Ray is joined by Brent Ciurlino at NAGGL as they unpack Brent's background in risk management and where he got his reputation as: "the fixer” Brent held significant roles, including the Director of Asset Marketing at the FDIC and several senior positions within SBA-regulated entities. His current position is with Velocity, an SBLC, where he oversees the company's strategic growth and risk management operations. Known for his innovative contributions to SBA oversight mechanisms, he has been instrumental in developing key regulatory frameworks. Moreover, Brent explains his contributions to the development of the OCRM's oversight tools like PARIS and SMARt, and his experiences in guiding multiple SBA-licensed entities through times of economic uncertainty. Key Takeaways: Strategic Growth in SBA Lending: Understand the dynamics of expanding SBA lending operations sustainably and effectively. Navigating Non-Bank Lender Challenges: Explore the pressures and regulatory requirements faced by non-bank lenders in the SBA landscape. Advocating for Risk Management: Learn the importance of balanced risk management in preventing institutional failures. Listen in as Brent and Ray explore the evolving market, the significance of risk management, and insights on navigating SBA's complex regulations. Be sure to subscribe to keep up with the rest of our Vegas interview series from NAGGL 2024! This episode is sponsored by: Baker Lewis Baker Lewis is the SBA lending industry's premier executive search and personnel consulting firm. Schedule a call by reaching out to Dustin Baker at 940-230-4321. Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! https://www.youtube.com/@thebdoshow http://www.youtube.com/@sbatoday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.
The Willy Wonka Pop Up Live Guy is in trouble again! Amazon Black Friday deals are already live! B Do you do fun things on Friday, just because it's Friday? Dawn wants to know how you treat yourself! Bradley found a viral video where a woman did an airplane exercise routine in the aisle! The five second rule game rounds out the show Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Willy Wonka Pop Up Live Guy is in trouble again! Amazon Black Friday deals are already live! B Do you do fun things on Friday, just because it's Friday? Dawn wants to know how you treat yourself! Bradley found a viral video where a woman did an airplane exercise routine in the aisle! The five second rule game rounds out the show Learn more about your ad choices. Visit podcastchoices.com/adchoices
On this episode of The OneStream Podcast, Peter Fugere is joined by Ian Bowden, from BDO, and Ashley Chapman, from Inlumi, to discuss their joint PartnerPlace solution, Enterprise Tax Reporting. The trio discuss how changes in tax reporting including, Pillar 2 requirements, have made it more important than ever to have the proper platform and connected solutions for businesses to accurately and confidently report taxes in an ever changing global environment.
In this episode of The Art of SBA Lending Ray is joined by Michael Johnston at NAGGL as they explore Michael's journey from BDO to national sales manager and his approach to driving value at every stage of the SBA lending process. Michael shares his vision of SBA lending in today's evolving landscape, where efficiency, accountability, and teamwork are non-negotiable. Aiming to streamline small-balance loan processing to as little as 2-5 days, Michael highlights the role of technology, a strong referral network, and consistent credit philosophy. He also provides insight into the qualities he looks for in BDOs—highly motivated “grinders” who are dedicated to getting results. Key Takeaways: Strategic Growth: How Michael leverages digital marketing, a robust broker network, and high-efficiency standards, noting how steady, methodical growth is preferred over rapid expansion that could be difficult to sustain. Team Dynamics: The importance of hiring the right people, fostering a collaborative culture, and maintaining a consistent credit philosophy across the board. Process Efficiency: Practical ways to reduce approval times, enhance productivity, and meet client expectations without sacrificing quality or accuracy. Listen in as Michael and Ray discuss how to bring value to your team, your bank, and your borrowers in this engaging and informative episode. Be sure to subscribe to keep up with the rest of our Vegas interview series from NAGGL 2024! This episode is sponsored by: Baker Lewis Baker Lewis is the SBA lending industry's premier executive search and personnel consulting firm. Schedule a call by reaching out to Dustin Baker at 940-230-4321. Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below! https://www.youtube.com/@thebdoshow www.youtube.com/@sbatoday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.
Blake and David touch on several hot topics in the accounting world, including the fallout from Intuit's controversial TurboTax ad, and the National Association of Tax Preparers cutting ties with the company. They also examine Trump Jr.'s threats against Deloitte, KPMG's support for alternative pathways to CPA licensure, and rapper Fat Joe's recent experiences with BDO.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowIgnition - http://accountingpodcast.promo/ignitionMercury - http://accountingpodcast.promo/mercuryChapters(01:16) - Controversial Intuit Ad Campaign (03:29) - Blake's Grand Canyon Adventure (04:49) - Intuit's Industry Fallout (09:58) - Tax Preparation Fee Calculator (14:34) - NATP's AI Transition (22:01) - Trump Jr. vs. Deloitte (24:17) - Trump's Tax Policy for Expats (28:08) - Popular Tax Proposals (34:42) - App News: Numeric's Big Funding Round (35:46) - Understanding Flux Analysis (37:11) - AI in Accounting: Real-World Applications (40:38) - Tax Season Tips and Client Management (43:27) - CPA Licensure and Industry Challenges (53:33) - Auditor Misconduct and SEC Rulings (57:54) - Celebrity Financial Scandals: Fat Joe's Case (01:13:59) - Closing Remarks and Upcoming Adventures Show NotesTurboTax ‘Breakup' Ad Draws Ire From Tax Pro Orghttps://tax.thomsonreuters.com/news/turbotax-breakup-ad-draws-ire-from-tax-pro-org/Deloitte takes fire from Trump-Vance allies over leaked employee messageshttps://thehill.com/business/4919910-deloitte-employee-trump-criticism/Trump supports ending double taxation on Americans living abroad: ‘Let's put America First'https://nypost.com/2024/10/14/business/former-president-donald-trump-supports-ending-double-taxation-on-americans-living-abroad/KPMG Supports Alternative CPA Paths to Address Accountant Shortagehttps://tax.thomsonreuters.com/news/kpmg-supports-alternative-cpa-paths-to-address-accountant-shortageSEC Drops Auditor Misconduct Cases After In-House Judges Rulinghttps://news.bloombergtax.com/financial-accounting/sec-drops-auditor-misconduct-cases-after-in-house-judges-rulingFat Joe Suing Accountants Over Fraud Activityhttps://www.bet.com/article/dh3bcc/fat-joe-suing-accountants-over-fraud-activityNumeric grabs $28M Series A to automate accounting using AIhttps://techcrunch.com/2024/10/10/numeric-grabs-28m-series-a-for-automating-accounting-with-ai/Ex-Tingo Auditor Aided, Concealed ‘Massive Fraud,' SEC Claimshttps://news.bloombergtax.com/financial-accounting/ex-tingo-auditor-aided-concealed-massive-fraud-sec-claimsFat Joe On Getting Robbed By Accountants, Using The N-Word, BET Hip Hop Awards + Morehttps://www.youtube.com/watch?v=xL3RV6SHY4ENeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Coefficient - http://accountingpodcast.promo/coefficentexpoWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page