Podcasts about Back office

Jennifer Lipschultz, Sr. Director Merger & Acquisition Integration and Corporate Project Management Due diligence covers deal terms, but it doesn't cover what happens once you're running payroll, benefits, and banking in a country you've never operated in before. A legal entity change can lock a company out of its own bank account overnight. Benefits plans get frozen in by local law. A language rollout can hit five systems on the same go-live day. And having handled one acquisition in a country doesn't guarantee the next one plays out the same way. Jennifer Lipschultz has led integration on more than 20 acquisitions across the Netherlands, Sweden, Germany, and India for ECI Software Solutions, a PE-backed SMB software company operating in 80 countries.   If your next acquisition involves operating somewhere new, this is the walkthrough to have ready before you find yourself improvising in real time. What You'll Learn Why a legal entity change can freeze a company out of its own bank account How Swedish per diem rules can turn expense reimbursements into taxable income What actually goes into a change engagement session, and why managers get briefed first How one go-live day can trigger a five-system language rollout Why fluency in one acquisition doesn't guarantee the next What belongs on a pre-close global integration checklist If you're dealing with a cross-border acquisition where the back office keeps breaking in ways diligence never caught, DealPilot, powered by M&A Science, has integration playbooks pulled from practitioners running 20-plus deals, to help you build your pre-close checklist before the surprises hit instead of after. ____________________ The Buyer-Led M&A™ Summit is back August 18th, free and virtual. We're releasing the State of AI in M&A 2026 report live at the event before it goes public. Benchmark your program, hear from practitioners across the industry, and leave with a clearer picture of where dealmaking is headed. Register here: https://hubs.ly/Q04kBhzV0 ____________________ Episode Chapters [00:00] Introduction and Guest Background [03:05] From Engineering to Global Integration [06:20] What Full Absorption Really Means [08:17] The Pre-Close Integration Playbook [13:41] What Breaks First Abroad [15:49] When English Fluency Is Assumed [20:21] A Same-Day Language Rollout [22:07] Locked Out of a Bank Account [24:35] Sweden's Expense Reporting Maze [27:59] Harmonizing Benefits Across Borders [34:09] Running a Change Engagement Session [42:30] Earning Trust With Senior Leadership [44:19] Finding Risk in the Data Room [46:36] A Pre-Close Global Checklist [48:56] Lessons From Walking the Floor

 ECRS has solutions to optimize processes in all areas of the store. Sean Kosednar was joined by Director of Strategic Initiatives Brittany Benton at the 2026 Innovation Showcase. They talked about a variety of solutions as well as a report from Birdzi and ECRS.  

Noah Hopton, CEO and Founder of Finvisor, helps startups and growing businesses simplify operations by building integrated back-office teams that combine accounting, finance, payroll, HR, insurance, and technology. By combining experienced financial professionals with modern technology, Noah enables businesses to streamline operations, stay compliant, and focus on sustainable growth.  In this conversation, Noah introduces The Adjacent Extension Framework—Earn the Trust, Build the Relationship, Listen for Other Problems, Connect Other Specialists, and Empower the Team with Tech. He explains why proactive service creates lasting client relationships, how solving adjacent business challenges leads to sustainable growth, and why integrated back-office teams outperform disconnected vendors. Noah also shares how AI is reshaping finance operations by automating repetitive work, empowering finance professionals to focus on strategic decision-making, and helping businesses leverage technology to enhance—not replace—human expertise. — How to Outsource Your Back Office with Noah Hopton  Good day, listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Noah Hopton, the CEO and Founder of Finvisor, helping seed and Series A companies that have outgrown spreadsheets and part-time bookkeepers but aren’t ready for a full-time finance team yet. Their job is to give you the financial clarity to make good decisions at every stage of growth. Noah, welcome to the show.  Yeah. Pleasure to be here, Steve.  Well, great to have you here, and I’m very curious about your career and your business and what you built here. I’m particularly curious about your personal ‘Why’ and how you manifest it in your business.  Personal ‘Why.’ That’s great. Well, I’ll be honest, I didn’t go in thinking I was going to be an accountant or run an accounting firm. You know, I studied accounting in school. Eventually, I thought I was going to probably be more in a kind of front-of-house sales relationship because I enjoyed the people part—making relationships and meeting people.  But I was very fortunate that I found the consulting, fractional CFO world, where I got to discover a love of problem-solving, creating relationships, and creating value for clients. For me, it was kind of this love of helping clients understand their business, helping clients understand what to think about around the corner, where it's not just being in-house with one set of books that you're closing.Share on X  When you’re at Finvisor, my day-to-day, at least when I started, was probably working with 10 to 12 clients a month and helping them understand, “Okay, how did they perform last month? Can they hire a certain number of people? And what’s the plan going forward?”  Yeah, I mean, that’s super helpful. I started life in accounting as well with KPMG, and what attracted me was to essentially have that language of business so that I would be able to understand how a business works and have this confidence of not flying blind, right? That’s really, really cool. So how did you evolve from a CFO into a founder? What was the trigger point for you?  So I was very fortunate. I actually was at a prior firm at one point when I started my career, and they were a little bit like the cobbler with bad shoes, where eventually they decided they had to close shop, and clients were going to be given notice. I, myself, was given notice saying, “Hey, in a week, you’re not going to have a job, Noah.” And so I was really given this moment in life, saying, “Hey, if I enjoy what I’ve been doing, do I think I could do it better than the firm I’d been at?  And do I want to make this leap into being a founder and starting a business?” And so my co-founder and I both talked to each other and said, “Look, we love our clients. We love what we’ve been trying to build. I think we just need to do a little bit of a refresh and restructuring of how this operates.” And so we started our own company. I was very lucky that I started with about, I had about 30 clients and a team of four on day one, which I think is unusual.  Most people in the accounting space start off as a one-person shop, trying to grow from one to two, and having to double their clients or double their size to get there. We were fortunate to have five team members and 30 clients on day one. Originally, our vision was just, “Hey, let’s help with the fractional CFO and the bookkeeping,” but that really evolved over time as we added additional services and really understood where our clients were having problems in their back office.  What are the areas where maybe the insurance brokers they’d been working with weren’t very hands-on and kind of came in once a year? Our clients were asking us, as their CFO, “Hey, can you help us select our health insurance?” And we’re like, “Well, we’re kind of doing the broker’s job. Why don’t we build out our own team?” So that was one of the first verticals we moved into and added by building an insurance brokerage. From there, we kept building, where now not only do you have your CFO and accountant helping you, but you also have them with the ability to go out to market, help you compare quotes, and help get your insurance in place. So you’re essentially expanding the array of virtual services that you’re providing, or fractional services that you’re providing, to your clients?  Correct. Yeah. We really try to own the full back office end to end because I think a lot of people deal with, “Okay, great, I have a bookkeeper, I have a tax accountant, I have an R&D tax provider,” and they’re dealing with four or five different vendors that don’t really communicate. The client is the person playing telephone between the two, and we’re like, “Wait, stop. Why is this the solution?” We should just build a different business where it’s all under the Finvisor umbrella.  It’s all full-time team members who are actually working together on behalf of the client, even if fractionally. Some of our clients only need five hours of a payroll specialist, but they need someone to own that role, and they need that person to be able to talk to their sales tax team because it’s like, “Oh, we hired someone in a new state. Is sales tax applicable there?” And connect those dots because, when you have these disconnected providers, you have a lot of things that can drop because they’re not in people’s field of view.  Yeah, I mean, it’s a great service. If you can get a competent team that will take care of your back office, then you can focus on figuring out message-market fit and then essentially scaling revenue. You don’t have to worry about it, and you don’t have to babysit inexperienced people that maybe you can afford to hire, but who would not be able to own the job.  Yeah, exactly. I mean, it’s kind of the, “Do you want to…” You know, I think at least when we started in 2014, there was more of a generalist bookkeeper. That’s kind of the typical solution people went with. Nothing against that, but it’s kind of nice to have dedicated specialists in the different back-office areas that you need. I mean, bookkeepers are great.  They’re usually not your best payroll and HR people. They’re not thinking about California final-paycheck laws, or whether you need to offer a 401(k) if you hire someone in California. Whereas, if you have someone whose entire job is payroll and HR, and you need Finvisor to help run your payroll, they’re going to be thinking about those edge cases and helping you along so that you can just build your business, get to the next milestone, and not worry about tripping yourself up because of compliance, taxes, or a lack of visibility in your reporting. Yeah, that’s great peace of mind. So this podcast is about frameworks, and I wonder, what is your framework? How do you help your clients, or how do you figure things out? What have you developed? We’re about 400 frameworks in, so I’m looking for something unique that helps you and is easy to explain—three to five steps maximum.  Yeah. I mean, one of the ones that comes to mind for us is what we’ve really called the Adjacent Extension Framework. So, first, do really good work and earn your client's trust in one area. Makes it easy for them to approach you.Share on X For us, it’s historically been accounting. People think, “Great, get my books put together.” But for us, it’s really about creating a relationship and earning the client’s trust.  Then, as step two, listen for the other problems they’re having. What are the adjacent problems they’re asking you to solve? And then for us, what we’ve really done is double down in those other areas by building specialists in those verticals. Once you’ve earned the client’s trust, if you’re doing their accounting and all of a sudden they’re struggling with invoicing or collections, you can say, “Hey, we can also help you with accounts receivable and collection efforts because we see your AR balance increasing on your financial statements.” At that point, they’re already thinking, “Great, I like working with this person.  Let’s give their team a try and help us solve another problem.” So, for us, it’s really been about finding those adjacent problems, building a team that specializes in them, and then connecting the client with the right expert. The last piece that’s really coming to market now is using technology to empower the team. Historically, a lot of our value came from having experts who could handle the edge cases or the gray areas between payroll, accounting, taxes, and sales tax. Now, with technology, you can also build the data infrastructure to highlight what’s happening for the client while helping guide the team as they manage those clients.  Love it. So what I’m hearing is, number one—or maybe even number zero—is do a great job, right?  The trust.  Okay. So that’s maybe another way of saying it: earn the trust. But is doing a good job enough to earn that trust, or is there more to it?  I mean, I think in any service business, you want to be proactive. A lot of bookkeepers, accountants, and even legal professionals are usually waiting for the client to ask a question before providing an answer. I think the goal should be to think ahead for the client and proactively provide guidance. That came naturally for us because we sit in the fractional CFO seat.Share on X  But even if you’re just doing bookkeeping, you can still catch these things for clients and help them out. Or if you’re selling P&C insurance and helping clients with their general liability coverage, you can think about what other types of coverage they may need. So I’d say the more proactive you can be, the better. The other thing is meeting clients where they already are.  For us, a lot of our clients are on Slack, so we connect with them on Slack. We chat with them as if we were full-time employees because we don’t want the experience to feel different. We don’t want you to feel like you’re emailing a generic support inbox and not knowing when someone is going to get back to you. If you only need fractional-level support, it shouldn’t feel like you’re getting fractional value or a fractional level of communication.  I love it. So you actually own the function inside the organization, so it feels like you’re part of the team, or your people are part of their team. So that builds the trust. So, do a great job, or earn the trust, number one. Number two, build the relationship. Number three, listen to other problems that they might have. Number four, connect them to other specialists. And number five, empower the team with technology.  Yeah. That’s a lot of it. I mean, as an advisor, we’ve grown… I mean, 60% of our growth comes from client referrals. So I think you know you’re doing something right if clients are recommending you to their friends and network. And so hopefully, if someone’s listening to this and you’re not getting referrals, you should be thinking about, “How do we either create more trust for our clients to be referring us, or how do we become more top of mind when clients are having these conversations?”  That’s great. So 60% of your growth comes from referrals. What’s the other 40%? How do you drive growth? What drives growth for you? What’s the other way to drive growth besides referrals?  Yeah. I mean, I think it’s also being connected with the ecosystem that you’re in. In our space, there are a lot of technology partners. Think about Xero, which is an accounting software, QuickBooks Online, NetSuite, payroll software like Rippling, Bill.com. They all have accounting partnerships, and the more you can build with them and grow your team alongside them, clients will reach out to them and say, “Hey, do you have someone who can help us set up Bill.com or help us set up Rippling?  We don’t have a payroll team to do our state tax registrations.” So we’ve seen a lot of good momentum as our software partners start sending us clients to help us grow. I think the other area is trying to figure out where you can have partnerships that will do introductions. We’ve been very fortunate in partnering with a number of VCs. Obviously, the VCs have worked with us because we’re on the board, or we had a mutual client. A lot of them will start to build partnership channels, and it’s a great opportunity.  They’ll say, “We just invested in this company, and you should go talk to Noah’s team to help with your accounting or your fractional CFO.” So it’s really about finding those tangential operators or entities that complement whatever you’re doing.  So are these primarily personal relationships that need to scale, or do you have a way to scale this across other people in your organization—this ability to develop partners? Or is it mainly you?  It depends on the role. A lot of our fractional CFOs on the team continue to build relationships. I would say probably 40% of our new clients come through a channel that’s not through me. There’ll be other people on our team who have built relationships with another VC or another software company. I think one of the key things we’ve always focused on is hiring people who are very, I would say “doers” might be the wrong word, but people who can self-manage and be project managers.  If you find the right people who can take a step back and look at the bigger picture, I mean, sometimes people come to Finvisor and they don’t realize that we ourselves are a business. Yes, you’re doing accounting like you were in-house and getting the books closed, but if you do good work and you realize clients are having problems, you have to think, “Hey, how can I help clients more and also help Finvisor create a win-win?” A lot of times, when we’re hiring, we’re trying to find people who have that type of drive to continue building and helping us internally, and not just do one part of the puzzle they’re responsible for. That might not be the most direct answer, but I would say a lot of it is hiring—making sure it's not just me leading the growth, but me building a team that can help lead the growth outside of just me.Share on X  Yeah. So how do you share the context so that your team members can connect the dots as well as you can? What’s your approach to that?  There’s a couple of ways we’ve done it. One way is we use a note-taker that then feeds into our CRM. For all client communication, whether they meet with us on Zoom or Google Meet, the transcripts are put into a centralized hub for us. It also connects to our CRM in terms of what we’re doing for the clients. At any point in time, someone can ask, “Hey, what’s going on with this client?” They can understand, “Great, this is what the payroll team talked to them about this week.  This is what the CFO team talked to them about last month. These are the problems they’ve been bringing up.” So we can capture that information without it having to be provided orally every single time, and without having to rely on a chat or an email to the team. There are some moments when it’s useful to give the team a larger update, but in general, it’s good to figure out a way to capture the essence of what you’re doing for your clients so that the team can then, in an AI chat-specific way, talk through, “Hey, great, what’s going on with this client? What are their needs? What has changed in the last six months? Who’s working on the client?”  I’ll have a VC that we’re talking to say, “Oh, we’re looking to invest in the CPG space and this type of vertical. Do you have any clients?” We’re at a point now where I don’t know every client. I usually have an idea about most clients, but there are definitely clients where I don’t know everything that’s happened in the last six months because I don’t talk to all 200 clients.  But I can go to our central hub to gain that information and understand, “Okay, great, which client is looking to fundraise and might want to be connected to this VC?” It’s a nice way to connect the dots. They’re looking to invest. The client is looking to raise. We also do brown-bag sessions. We’re a distributed team, so I think you have to be a little more intentional about how you educate the team. We’ll have weekly meetings where we walk through new technology, new changes in what we’re offering, new positioning, and continue educating the team in a more structured format.  The other thing we’ve done to help the team understand what’s going on is to make information as accessible as possible, similar to how we communicate with clients. So the team doesn’t have to log in to a pretty outdated CRM to pull information on a client. It’s either available directly in the Slack conversation or in a more modern tool like Notion, where you can easily search and find the information you want. So basically, you’re managing and harvesting your data and using that to feed people information about how they can develop partnerships. Is that what I’m hearing?  Yeah. And I think a lot of it is also figuring out which playbooks and processes are repeatable, documenting them better, and then educating the team around them. For example, with our fractional CFOs, we want to be in the board meeting. If we can be in the board meeting, A, we can help clients answer questions about their finances more easily, and B, it’s good to have visibility into what the board is saying about the business and where they want to go.  Then, obviously, the VCs are going to say, “Oh, great, this is Ian at Finvisor.” If he reaches out to me about a partnership, they’re going to have a better understanding of what we do because they’ve been in the room with us—or they’ve been in a virtual or in-person boardroom with us.  So you’re basically sharing the playbook so that they have a better understanding of what they can refer you for. Correct. Yeah.  So, switching gears here, Noah, what’s one thing that you’re trying to actively figure out in your business right now?  I mean, the question everyone is trying to figure out, at least in my space, is how they’re going to use AI in some fashion. That’s the kind of million-dollar question everyone keeps talking about—AI in accounting, AI in finance. Right now, we’re really structured in how we’re trying to use it and apply it. But the question I have is, what’s the next year going to look like? What’s five years going to look like as this technology gets more legs and more trust behind it? We’re pretty intentional about what we’re building and how we’re using some of the newer technology with AI. But I think there’s a lot that, at least for me, you have to continue to iterate. The world today feels different than it did three months ago. I’d say for most of Finvisor’s history—and this has been 12 years—it hasn’t felt like that, where a year later things might feel marginally different because we’re maybe 20% bigger or whatever might have happened.  Now, I think there’s a lot more excitement and unknown around technology and how it can either make people more efficient or help highlight and surface better issues that clients need to talk through. But I also feel like we’re in a moment where everyone’s trying to throw AI into every technology. So we're also trying to stay true to who we are, which is people first, relationships first—technology powering us, not being the solution.Share on X  So as you’re scaling AI to improve the information that your people have, your CFOs have, that presumably is going to lead to people doing less of the mechanical, repeatable tasks and more of the judgment tasks. So how do you scale judgment as you’re scaling the impact with AI?  On our side, I think it’s A, trying to organize and structure the data coming in. B, trying to create tooling that isn’t unique to one client but is built in a way that can be customized for each customer. A lot of the firms I talk to that are in the Finvisor space just take a blanket approach—turn Claude on for every fractional CFO, let them connect it to QuickBooks, and try to figure out their own playbooks.  That’s not how we’ve ever run the business. We don’t just hire accountants and let them run the accounting and see how the output turns out. We’re more focused on figuring out what is actually useful for review. Right now, I think AI has been most helpful around quality. It can definitely check that things are consistent and make sure edge cases are being caught.  I think we’re going to get to a future state where it’s not only making sure quality is at the 95th percentile of confidence, but also giving visibility into metrics like CAC, LTV, and churn—things that would normally take longer to pull together. Your fractional CFO might currently spend hours reviewing Stripe data or Shopify data to come to a conclusion. AI can cut out maybe 40% of that data-cleanup layer, where it’s like, “Okay, now they have the tools to dig in and understand what the underlying problem is,” instead of spending so much time cleaning up the data and getting everything organized.  So currently, at least my thesis is that it’s going to allow us to manage more clients because some of the day-to-day—I don’t want to call it busy work—but the work you have to do before you get to the exciting parts of the job will become more automated and less manual, like pulling data out of Stripe, Shopify, your CRM, or NetSuite.  So does that mean you’ll have a different type of people, maybe higher-level thinkers? Or do you think you can elevate your current team to that level?  Yeah. I think you’re… Sorry, I know I was originally answering this through the fractional CFO lens. Most of our fractional CFOs are already at the top of that organizational pyramid. For them, it’s really about helping them have cleaner data, better visibility into the actions they need to take, and better insight into what they should be reviewing and discussing with the client.  If I think more broadly about the back-office finance team, I do think a lot of the more generalist staff accountant and AP specialist roles won’t be spending as much time on the day-to-day blocking and tackling. If a client has 1,000 transactions a month flowing through their bank and credit cards, historically that accountant would sit in QuickBooks Online clicking “Okay, okay, okay,” reviewing every transaction and coding it. Eighty percent of those transactions will simply be coded automatically in real time as they come in. That leaves them to focus on the 20% that actually requires human judgment.  For me, the question is, can we continue to empower those people to be more impactful with that 20%? Are they the right people for that 20%? We’ve always tried to hire people who are proactive and broader thinkers, so I think we have the right team to step into that. If we’d built a traditional BPO model with an outsourced accounting team made up of people who were really just coding transactions at a basic level, I’d be more worried because getting those people to step up and handle edge cases is difficult.  But that’s not how we’ve historically built Finvisor. We’ve always tried to find people who are a little more… I’d rather hire an A-plus player than a B-player just because there’s some savings in the cost structure. I’d rather have the right people who can perform 80% of the time when they’re at bat than just hire someone because they’re cheaper.  Yeah.  Wrong baseball analogy there, but yeah.  Yeah, I understand. So you have A-plus people. Maybe the people who are doing more bookkeeping-type services—their jobs may become automated—but your A-players are going to have best-in-class information, and they can serve more clients that way.  Yeah. I still think that if you think about the typical accounting structure—if you’re working in-house and you have a bookkeeper and a controller—it’s still helpful. Depending on the size of the company, if you’re a small company, you probably won’t need that bookkeeper.  The controller can handle the edge cases and close the books. But at a certain scale, you’ll still want that junior resource supporting the controller so the controller can focus on the higher-level, more strategic work. I think people will simply be able to do more with less if they’re the right person. There will be people who, if they aren’t good at staying on their toes and figuring out edge cases, won’t be the right fit.  AI will probably replace some of those roles. But I think there’s a great opportunity for people who can think more strategically. They don’t have to be a CFO. They can just be a really smart bookkeeper who’s good at handling edge cases. They’ll simply be able to manage three times as many clients as they could when they had to code every single transaction.  Okay. If you had a magic wand and you could fix one thing in your business over the next 12 months, what would it be?  One area that we probably haven’t prioritized enough because of growth is SEO, AEO, and our overall sales build-out. Our paid advertising hasn’t been the strongest part of our business because it hasn’t been the top priority. If I had a magic wand, I’d have someone clean up our SEO and AEO visibility because I know clients love us and we do great work, but I don’t think we’re showing up the way I’d like from an SEO and AEO perspective. So that would be it. Yeah.  Yeah. Yeah. Love it. So, who are your ideal customers? Who do you want knocking on your door? Is it venture-backed companies primarily, or do you also work with private company founders? Who are your sweet-spot customers?  A lot of our clients are going to be in that 5-to-50-employee range, where they don’t need a full-time back office, a full-time accountant, a full-time CFO, or a full-time payroll specialist, but they need someone to own those roles. That way, we can put together the right Finvisor team to support them. We’ve intentionally made ourselves pretty modular, so while the largest group of our clients is in the tech VC world, we also have a lot of SMBs—law firms, beauty businesses, and other professional services businesses.  I would say that, if you looked at the Finvisor client base as a whole, you’d probably see a lot of startups. But we’re also starting to see more SMBs and more traditional businesses that don’t have VC funding but still need help with their accounting, bookkeeping, and modernizing their back office. So it’s a bit of both. Most of our clients are going to be in that 10-to-50- or 100-employee range, where they’re complex enough that they care about their financials and want to understand what they spent last month, where they’re going, and how they’re going to get there.  Earlier-stage companies are sometimes just a little too early. If you’re a one- or two-person company with just an idea, there’s a reason people think about their financials on more of a cash basis. They can think about the five clients they’re working with. Their bank balance ties pretty closely to their financials. There’s not a huge difference between the two when you’re a sole proprietor.  But as you start to evolve, that’s where Finvisor can provide more value. For all of our clients, we do accrual accounting, so we’re recognizing your revenue and your costs over the life of the service. As you start to grow and build, that’s really helpful. Obviously, if you’re at day one, it’s less impactful because you’re living more day to day, week to week, and month to month.  Steve Preda: Okay. So if we have those kinds of companies—which we do among our listeners—and they hear about this and want to fix their back office and outsource it to a reliable partner who can help them own those functions and give them good advice, what’s the best entry point? Where should they go, and how can they connect with you personally as well?  Yeah. hello@finvisor.com comes to me and the sales team. There’s probably a 95% chance you’ll talk to me if you reach out because I still love connecting with most new businesses that come through the door. The other area I wanted to call out that could be helpful for businesses is PEOs. PEOs are great, but I think at some point clients need to graduate from the PEO, and Finvisor is uniquely positioned to be both your insurance broker—helping you quote large-group plans—and your payroll and HR team to help you leave the PEO.  For a lot of our clients, once they pass that 100-employee mark, it’s like, “Great, we now qualify for a large-group plan,” which might have better rates than what they’re getting through the PEO. They just don’t have the team or bandwidth to get off the PEO. We’ll come alongside those larger companies and say, “Great, let’s quote a large-group plan for you. We’ll also put together a transition plan to register you in the 20 states where your employees are currently located.  We’ll make sure you get your workers’ compensation and employment practices liability insurance in place so there’s really no difference—apples to apples—from being in the PEO to running your own payroll.” We help with that transition because I’m always surprised to see companies with hundreds of employees still on a PEO, where the savings could be in the hundreds of thousands of dollars if they left. They just don’t have the internal team because they’ve always been on a PEO. They’ve never had to do state registrations, so they don’t know how to do them. Because of that, they’re usually not looking for an alternative path to get off that structure. We can at least review it with them and help them out if it’s a good fit. And just to remind our listeners what a PEO is, in case they don’t know.  Oh, sorry. Yeah. A PEO is a Professional Employer Organization. If you’ve heard of companies like TriNet or Justworks, they’re PEOs. In the health insurance space, there are four primary ways you can get health insurance. Most companies start with small-group plans in the early days because they’re state-mandated. For example, in California, if you’re under 100 employees, the rates my company gets would be the same rates Steve’s company gets if we’re both under 100 employees and we’re asking Blue Shield for a quote from the same ZIP code. That’s small-group insurance.  Then there’s level-funded, where carriers quote specifically based on your employee group. There’s large-group, which is somewhat similar but designed for larger organizations. Then there’s the PEO. Let’s say you’re a 10-person company. You don’t have enough employees to qualify for large-group health insurance, which is usually discounted because the risk is spread across hundreds of employees. The PEO says, “We’ll employ your team. Instead of you directly employing 10 people and buying health insurance for only those 10 people, we’ll employ your team and give you rates based on the 10,000 employees we already have.” PEOs are really popular in places like California and New York, where health insurance is very expensive.  But once you get above about 100 employees, you can usually qualify for your own large-group rates, which are similar to what the PEO is getting. The difference is that the PEO is generally marking up those rates because they need to make a margin on the plan. You can often get those rates directly yourself.  Yeah. That makes perfect sense. Okay. So if you’re listening to this and you’re building a venture-backed startup, or you’re the founder of a professional services firm, a law firm, or another small business with 10 to 100 employees, and you don’t yet have the budget—or maybe you simply don’t need—a full-time CFO, insurance advisor, HR leader, and other functional specialists, then reach out to Noah and Finvisor.  Check out what they have to offer and see what services might be a good fit for your business. Thanks, Noah, for coming on the show and sharing your expertise. It’s fascinating to see how this field is evolving, how you’re tapping into technology, and how you’re focusing on the highest-quality CFOs to help your clients. If you enjoyed this conversation, stay tuned.  Follow us on YouTube, Apple Podcasts, or wherever you get your podcasts. Make sure you don’t miss an episode. Every week, we bring you exciting entrepreneurs and their best management frameworks. Thanks for coming, Noah, and thanks for listening.  Thanks, Steve. Appreciate it. Important Links: Noah's LinkedIn Noah's  website Noah's email: hello@finvisor.com

Cześć, dzień dobry! Kto stoi za rozwojem nowoczesnego customer experience i outsourcingu procesów biznesowych? W kolejnym odcinku podcastu BSS bez tajemnic z cyklu Kim ONI są? poznajemy firmę Axendi – jednego z najbardziej doświadczonych dostawców usług Customer Experience, Contact Center, BPO oraz rozwiązań opartych o sztuczną inteligencję.Moim gościem jest Ewa Czarnecka, Prezes Zarządu i CEO Axendi. Rozmawiamy o tym, jak firma przeszła transformację z Voice Contact Center do Axendi, dlaczego postawiła na rozwój usług Customer Experience, Back Office i technologii AI oraz jakie miejsce zajmuje dziś w Grupie OEX.W rozmowie poruszamy również temat outsourcingu procesów dla sektora bankowego, finansowego, medycznego oraz e-commerce. Mówimy o projektach KYC i AML, obsłudze klientów w blisko 20 językach, wykorzystaniu voicebotów i chatbotów, a także o rosnącej roli sztucznej inteligencji w obsłudze klienta.Z tego odcinka dowiecie się także, jak Axendi buduje swoją strategię rozwoju, dlaczego stawia na praktyczne podejście do Customer Experience oraz jakie kompetencje są dziś najbardziej poszukiwane w branży BPO i CX. Rozmawiamy również o Customer Experience Summit oraz trendach, które będą kształtować przyszłość nowoczesnych usług biznesowych.

On today's episode, Dr. Mark Costes sits down with Seth Hampson, Head of Customer Experience at Lassie, to explore how AI is changing the way dental practices manage revenue cycle operations. Seth shares how his background in financial technology led him into dentistry, where outdated insurance systems, paper EOBs, manual posting, and overwhelmed billing teams continue to create major bottlenecks for practice owners.   He explains how Lassie is using AI agents to automate payment posting, retrieve EOBs, support free direct deposit setup, reconcile payments, and help practices reduce the time and stress tied to insurance AR. Mark and Seth also discuss the future of claim filing, eligibility verification, patient billing, in-house versus outsourced billing, and why practice owners should be thinking intentionally about how AI will shape operations, scalability, and patient experience in the years ahead. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.lassie.ai https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

The following article of the AI Cloud & Data industry is: 'Smart Hotels: Hospitality Begins in the Back Office' by Roberto Esparza, Chief Growth Officer, Bambú Tech Services. 

Are you drowning in your back office ? Most financial advisors stall not from a lack of marketing, but because they spend 70% of their week trapped in non-revenue-generating administrative weeds . In this episode, Justin introduces the Leverage Grid and the game-changing One-Touch Protocol designed to reclaim five to seven hours of your workweek. By learning how to guard the gate of your time, utilize your team as "ammo," and execute flawless handoffs, you can stop micromanaging and refocus on your highest-value activities. Stop touching tasks multiple times and start scaling your practice toward a multi-million dollar valuation. DecaMillionaire Decoded Links: • Relentless Value Coaching Workshops • DecaMillionaire Decoded on YouTube

The following article of the AI Cloud & Data industry is: “9 Ways AI is Transforming Back Office Banking Operations” by Julio Campoy Folgoso, RVP Iberia BM & LATAM, Appian. (AA1430)

"Move People", BestAgent's mantra. People only move when there's a completed transaction, thus completed transactions are BestAgent's north star and guide everything we do. We're not here for buyers, sellers or agents, we're here for transactions because they benefit all of the above.BestAgent is a housing transaction marketplace whose sole aim is shorter transactions and fewer fall throughs. Broadcast live on 14 July 2026 by founder, Charlie LamdinFollow BestAgent on all socials here for more:https://linktr.ee/bestagentActivate your free BackOffice account at BestAgent, don't miss  seller leads.https://bestagent.online/regLeadTo find out more about the BestAgent Club, a community of like-minded agents seeking to raise the bar together on fees, service levels and outcomes, visit https://bestagent.club/Support the showFollow me on X for daily updates: https://x.com/moving_charlie 

What if the biggest opportunity with AI isn't creating more content, it's getting your time back? ----------------------Jennifer Bennett believes most creators are using AI in the wrong place. Instead of replacing your creativity, she shows how AI can become the back office that quietly handles the repetitive work, keeping you from doing your best work. In this episode, Jennifer shares her Human-Driven AI Integration Method, explains why you should train AI like an employee instead of treating it like a search engine, and reveals the systems that help creators reclaim their mental bandwidth. We also cover AI agents, documenting your processes, feeding your core values to AI, and practical ways to automate the admin work that drains your week while keeping your voice and relationships at the center of your business.Key Points:Train AI like a new employee, not a tool you can "set and forget"Document your processes before buying more AI softwareSolve the biggest mental bottleneck first, not just the biggest time drainBuild AI agents around your own "source of truth" instead of letting them search the webCreate systems before software; the best tools won't fix a broken workflowKeep the human touch where it matters most: relationships, judgment, and real presenceResources:Jennifer Bennett: https://getdesky.com/Find Your Bottleneck Quiz: https://quiz.getdesky.com/Book a Strategy Call: https://link.playmakerscrm.com/widget/booking/AoAxWr6lqGPRShwB9siUThe Maximum Leverage Brief (LinkedIn Newsletter): https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7455330621217820672Demo Jennifer's AI Speaking Research Tool: https://demo.getdesky.comZac Brown: https://zacbrowncreativesolutions.com/Zac's Book: An Accidental Education: What I've Learned So Far: The Zac Brown Show Podcast: https://podbay.fm/p/the-zac-brown-show----------------------Ecamm - Your go-to solution for crafting outstanding live shows and podcasts. - Get 15% off your first payment with promo code JEFF15CreatorNewsLive.com - Dive into our website for comprehensive episode breakdowns.Youtube.com - Tune in live, chat with us directly, and be part of the conversation. Or, revisit our archive of past broadcasts to stay updated.Facebook - Stream our show live and chat with us in real time. Connect, engage, and be a part of our community.Email - Subscribe and never miss a live show reminder.----------------------JeffSieh.com - Unlock the power of authentic storytelling with me! With over 20 years of marketing experience, I'm here to elevate your brand's narrative in an ever-competitive market. My expertise spans consulting, visual marketing, and producing podcasts and live videos.Additionally, as a seasoned speaker, I'm not just about sharing knowledge--I believe in entertaining audiences and injecting humor into every presentation. I'm available to enlighten and engage audiences at your events, conferences, or institutions. My talks cover a diverse range of subjects, from purposeful repurposing and captivating storytelling to podcast promotion, social media strategies, visual marketing insights, the art of live video, and much more.

What if a simple adjustment in how you handle your back-office systems could dramatically transform your cash flow and give you an unfair advantage over the competition?  Lars Ward of Transflo is back to break down how technology is leveling the playing field for smaller brokerages and carriers, why your data is more relevant today during a market shift than ever before, and how automating repeatable tasks like invoicing can save your business from devastating cash flow gaps. I've always said that you need to view your operation from the bottom up, cutting out the friction in your billing and collections process so you can keep your cash moving fast! Lars and I dive into why a relationship should only be the tiebreaker, not the sole reason you win business, and how utilizing the right back-office automation tools can actually make you a better, more proactive partner to your customers!   About Lars Ward Lars Ward is VP of Automation Solutions at Transflo, where he's helping brokers and fleets eliminate cash flow bottlenecks through smarter tech. He's spent 15 years in freight with Knight-Swift, Cheema, and FreightVana. Today he advises logistics startups and runs FreightTechToday.com — a map of the freight tech landscape for operators who don't have time to sift through the noise. He's got a front-row seat to where freight gets stuck, and he's obsessed with finding the exits.   Connect with Lars Website: https://www.transflo.com/  LinkedIn: https://www.linkedin.com/in/larsward/ / https://www.linkedin.com/company/pegasus-transtech/  

Welcome to a brand new episode of WHAT THE TRUCK?!?, the award-winning, irreverent supply chain show! Hosts Malcolm Harris and Michael Vincent are back to break down the biggest headlines hitting the logistics and transportation sector this week. On This Episode: HOA Wars & Texas Bound: Co-host Michael Vincent calls in from his brand-new home base in Texas after a grueling 11.5-hour U-Haul drive from Chattanooga. Hear his breakdown of Southern road infrastructure and his final parting words for his former Homeowners Association. The Closure of Mountain Valley Express: The guys discuss the sudden shutdown of regional LTL player Mountain Valley Express and what it says about current market pressures. Reinventing the Back Office with Transvor: Alex Dolles, Founder of Transvor, joins the show to discuss how carriers are rethinking overhead costs by leveraging virtual talent and outsourcing administrative, billing, and dispatch roles to the Philippines and Colombia. The Montgomery Case Deep Dive: National truck crash lawyer and Managing Partner at the Law Firm for Truck Safety, Michael Leizerman, calls in to give an exclusive insider look at the landmark Montgomery lawsuit as it heads back to the Illinois District Court. He clears up major misconceptions about broker liability and negligent selection. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a brand new episode of WHAT THE TRUCK?!?, the award-winning, irreverent supply chain show! Hosts Malcolm Harris and Michael Vincent are back to break down the biggest headlines hitting the logistics and transportation sector this week. On This Episode: HOA Wars & Texas Bound: Co-host Michael Vincent calls in from his brand-new home base in Texas after a grueling 11.5-hour U-Haul drive from Chattanooga. Hear his breakdown of Southern road infrastructure and his final parting words for his former Homeowners Association. The Closure of Mountain Valley Express: The guys discuss the sudden shutdown of regional LTL player Mountain Valley Express and what it says about current market pressures. Reinventing the Back Office with Transvor: Alex Dolles, Founder of Transvor, joins the show to discuss how carriers are rethinking overhead costs by leveraging virtual talent and outsourcing administrative, billing, and dispatch roles to the Philippines and Colombia. The Montgomery Case Deep Dive: National truck crash lawyer and Managing Partner at the Law Firm for Truck Safety, Michael Leizerman, calls in to give an exclusive insider look at the landmark Montgomery lawsuit as it heads back to the Illinois District Court. He clears up major misconceptions about broker liability and negligent selection. Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Most financial advisors are visionaries — fast-moving sales-driven entrepreneurs whose back offices often can't keep up. In this episode, host Scott Heinila welcomes back Katelynn Graham, Founder and CEO of The Admin Effect, to talk about what it really takes to build operational excellence behind a growing advisory practice. Katelynn explains why operations should be viewed as an investment rather than an expense, how her firm embeds as an extension of advisor teams serving $15M to $200M+ in annual new assets, and why our industry makes it so unnecessarily hard to serve clients. She shares hard data on cycle times — why money movement that drags 50–60 days should be closer to 10–25 — and the tracking and dashboards that give advisors real visibility into their businesses. They also cover hiring mistakes advisors make, the difference between industry experience and back-office competence, her hands-on training course and new TAE Ops Leadership Lab, the journey from founder-led to operator-led leadership after hiring a COO, lessons from mentors like Alex Hormozi and Tony Robbins (push vs. pull motivation), and why AI won't replace advisors — but advisors who use it will replace those who don't.     **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Internationale medizinische Kongresse sind das Herzstück, wenn es um die Kommunikation neuester Studiendaten und die persönliche Beziehungspflege geht. Doch wie gelangen diese wertvollen Erkenntnisse schnell, präzise und vor allem ansprechend zu den Ärzt:innen in Deutschland? Alicia geht der Frage auf den Grund und spricht in dieser Folge von Healthcare EsPResso mit zwei Expert:innen aus den eigenen Reihen: Sandra, die für uns oft live vor Ort ist, sowie Rolf, unser Medical-Kollege, der in der Kongresszeit auch zum Head of Backoffice gekürt wird. Gemeinsam beleuchten sie die Kunst der tagesaktuellen Kongressberichterstattung und erklären, wie mit präziser Vorbereitung, agiler Planung und einer gesunden Portion Improvisation selbst große Zeitverschiebungen und unvorhergesehene Herausforderungen gemeistert werden können. Jetzt reinhören und erfahren, wie die neuesten wissenschaftlichen News pünktlich im Postfach der Zielgruppe landen!

Chris sits down with Shamik Mojaria, who marks his first year at Crunchtime, to dig into what it really takes to run consistent, efficient operations across a hospitality estate. They get into why years of grabbing the best available tech has left many operators with fragmented, disconnected systems that create more problems than they solve, and why the conversation is shifting firmly toward unified back office solutions.With the World Cup as a backdrop, they talk through what unpredictable demand actually looks like on the ground, why that 15 minute halftime window can make or break a venue, and how good forecasting changes everything. They also get into what practical AI means in a hospitality context, why ROI is still the hardest question in the room, and how brands like Cafe Nero have used Crunchtime for nearly a decade to digitise and scale their operations.If you're running multiple sites and still logging into six different systems to get a picture of your business, this one's for you.

For decades, colleges and universities have treated the financial aid office as a dense, back-office administrative function—a labyrinth of tax-code-like regulations to be managed out of sight. But as higher education faces a stark demographic cliff and intense competition for shrinking student cohorts, this legacy mindset is proving fatal. In this episode of An Educated Guest, host Todd Zipper sits down with Robert Heil, CEO of Financial Aid Services (FAS), to discuss why financial aid is actually the chief influencer of student yield and freshman retention.Robert breaks down the hidden risks threatening institutional survival today, highlighting a critical staffing crisis where more than half of all financial aid offices across the United States are operating at 75% capacity or less. He shares sobering data from the field, noting that under-resourced schools that fell out of Title IV compliance in 2025 faced an average of $750,000 in fines, fees, and penalties. Beyond compliance, Robert reveals the exact statistical timeline of student behavior, explaining why delaying a financial aid package past a two-week window drastically slashes a university's enrollment success.The conversation also goes macro, tackling the incoming July 1st aggregate loan limits for graduate programs and the potential of Workforce Pell to fund short-term job readiness. Finally, Robert shares his "Secretary of Education" wish list, explaining how dismantling the 120-year-old Carnegie unit framework could finally spark a wave of modern, affordable, competency-based innovation across higher education. Tune in to learn how forward-thinking institutions are leveraging financial aid as a service to drive net tuition revenue and secure operational stability.

Ariana is the CEO & founder of AccelIQ.digital, an AI strategy + product firm with the ExcelInsight AI solution. ExcelInsight AI transforms spreadsheet analysis sprawl into reliable, decision-grade reporting, modernizing finance and operations fast. With 20+ years in corporate finance (Shell, PwC, Continental/United Airlines) and my own ventures, she has directly experienced the pain of manual processes and messy data. In 2021, she launched AccelIQ to build bespoke AI solutions that solve complex operational problems and drive measurable business results. Additionally, she serves as a Program Leader for the Kellogg Executive Education program, AI Strategies for Business Transformation, guiding 6,000+ global executives to bridge the gap between AI experimentation and enterprise value. Social: https://www.linkedin.com/in/arianasmetana/ ***********Susanne Mueller / www.susannemueller.biz TEDX Talk, May 2022: Running and Life: 5KM Formula for YOUR Successhttps://www.youtube.com/watch?v=oT_5Er1cLvY Join Substack: https://substack.com/@susannemuellernyc?Enjoy one coaching session for free if you are a yearly subscriber. 800+ weekly blogs / 500+ podcasts / 1 Ironman Triathlon / 5 half ironman races / 26 marathon races / 4 books / 1 Mt. Kilimanjaro / 1 TEDx Talk

Breach FM diese Woche mit einer Premiere und zugleich Ausnahme. Da sich Max Imbiel noch im wohlverdienten Urlaub befinde, nehme ich aus Oslo eine kurze Solo Folge auf.Am Sonntag früh kam die Meldung: Anthropic hat Fable 5 – die öffentliche, mit Guardrails versehene Version von Mythos – sowie Mythos selbst abgeschaltet, auf Anweisung des US-Handelsministeriums per Export-Control-Direktive. Da die Order auch Anthropics eigene nicht-US-amerikanische Mitarbeiter traf, blieb Anthropic keine Wahl, als beide Modelle global zu deaktivieren.Zur Einordnung: Aus Regierungskreisen heißt es, Guardrails von Fable ließen sich jailbreaken. Anthropic selbst hat das als engen, nicht-universellen Jailbreak eingestuft, der auch bei anderen Modellen möglich ist. Ich sehe drei mögliche Erklärungen: echte Sicherheitsbedenken, wirtschaftlicher Protektionismus – oder der andauernde Kleinkrieg zwischen White House und Anthropic. Wahrscheinlich eine Mischung. Was mich am meisten beschäftigt: Wenn es wirklich um Sicherheit geht, warum wurde es nicht auch für US-Bürger gesperrt? Die EU-Souveränitätsdebatte bespreche ich lieber nächste Woche mit Max.Zweites Thema: Ein Varonis-Report, den ich unbedingt empfehlen möchte. Varonis hat einen OpenClaw-Agenten in einer realistischen Google-Workspace-Umgebung mit internen E-Mails, AWS-Credentials und CRM-Daten klassischem Phishing ausgesetzt. Ergebnis: Der Agent hat auf Social Engineering fast immer reagiert – Credentials rausgegeben, Kundendaten extern verschickt. Nicht weil das LLM ausgetrickst wurde, sondern weil es ein Trust-Problem ist. Wer gerade agentische Systeme im Backoffice aufbaut, sollte diesen Report lesen.Anthropic Statement zur Abschaltunghttps://www.anthropic.com/news/fable-mythos-accessHintergrund: Amazon-CEO löste Abschaltung aus (Fortune)https://fortune.com/2026/06/14/how-a-warning-from-amazon-led-the-white-house-to-shut-down-anthropics-mythos-model/Varonis: KI-Agenten und Phishinghttps://www.varonis.com/blog/openclaw-phishing

If you're a real estate agent looking to streamline your transaction management process, this episode is for you. Kelly sits down with Karan Khanna, founder of ListedKit, to discuss how agents can create a more organized, efficient, and scalable business through better systems and workflows.Karan shares how ListedKit helps agents manage transactions, automate repetitive tasks, improve client communication, and reduce the administrative burden that often slows down growth. The conversation explores why systems matter, how technology can create a better client experience, and the common operational mistakes that prevent agents from scaling their businesses effectively.Whether you're a solo agent looking to save time or a growing team seeking more consistency, this episode offers practical insights into building a business that runs more smoothly behind the scenes. Kelly and Karan discuss transaction management, workflow automation, client communication, operational efficiency, and how the right systems can help agents scale their businesses without sacrificing service.Learn more about ListedKit at https://bit.ly/3Q4DJV2Connect with Karan on LinkedIn: https://www.linkedin.com/in/karkhanna/Email Karan directly at hello@listedkit.com. Mention that you heard about ListedKit on Kelly's podcast and you'll receive 10% off your first purchase, with your first deal free.Want to be a guest on our podcast?Email marketing@cookandassociatesaz.com OR kelly@cookandassociatesaz.comSelling your home? Get a free Home Price Evaluationhttp://www.myhomevaluecalculator.comKelly Cook, MBACook & Associates, PCREAL Broker14201 N Hayden Rd, Ste C-4 Scottsdale, AZ 85260480-442-9868kelly@cookandassociatesaz.comCookandAssociatesAZ.com

Join Ben Murray on The SaaS CFO Podcast as he welcomes Pac O'Shea, CEO and co-founder of Round Treasury. In this episode, Pac O'Shea shares his journey from fintech consulting to launching a SaaS company focused on automating finance operations for growing businesses. Discover how Round Treasury is using AI and automation to streamline cash management, accounts payable, and reporting, empowering CFOs and founders to save time and make smarter financial decisions. Pac O'Shea talks about building secure agentic workflows, the realities of raising capital in today's AI-driven market, and why transparency in pricing matters. Whether you're a finance leader or startup founder, you'll get practical insights into the future of back office automation, the challenges of scaling a SaaS company, and strategies for engaging with CFOs in a rapidly changing tech landscape. Show Notes: 00:00 Early treasury product for businesses 04:48 Building AI for Stable Coin Payments 07:38 Testing AI for banking tasks 13:13 Customer referrals and word-of-mouth 14:36 Discussing the pricing model update 17:40 Hiring focus and enterprise projects Links: Pac O'Shea's LinkedIn: https://www.linkedin.com/in/pac-o-shea/ Round Treasury's LinkedIn: https://www.linkedin.com/company/roundtreasury Round Treasury's Website: https://www.roundtreasury.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Send us a message!In this episode, we are joined by Ed Ulmer, CEO of Barefoot, for a conversation about trust accounting, vacation rental technology, and what operators need from their systems as their businesses become more complex. Ed shares how his background in tourism, destination marketing, real estate, and software all shaped the way he looks at vacation rental management today. For him, the industry has always come back to one core idea: trust. The conversation takes a deep dive into why trust accounting should not be treated as a back-office function. When vacation rental companies manage properties on behalf of owners, they are also managing funds, contracts, obligations, and expectations. As companies grow, that complexity only increases. Episode Chapters:03:18 - Ed's path from tourism, real estate, and software into vacation rental technology11:56 - Why vacation rental management is built on trust17:37 - What trust accounting really means for property managers25:24 - Why managing owner and guest funds gets more complex as companies grow27:27 - How state regulations and real estate requirements impact vacation rental operators30:10 - Why loyalty programs are harder to build in vacation rentals than in hotels33:48 - How PMS technology can support concierge services, rewards, and guest retention39:17 - What operators should consider when choosing a PMS47:55 - How AI and natural language search may change the booking experienceFor operators evaluating their technology, this episode offers a practical look at why the systems behind the business matter just as much as the guest-facing experience. Connect with Ed & Barefoot:LinkedIn: https://www.linkedin.com/in/ed-ulmer-150596/ Website: https://www.barefoot.com/ Facebook: https://www.facebook.com/mybarefoot ✨ Exclusive Offer to Alex & Annie Listeners: Manage your vacation rental business with more control and confidence using Barefoot. Alex & Annie listeners get 10% off monthly fees through 2026.

Emilio Alonso, Head of Channel at Esker, analiza los desafíos de la IA Agéntica y los desafíos de la inteligencia artificial para la empresa española. “Nuestra misión principal es ayudar a las organizaciones a automatizar sus procesos de back office”, afirma el invitado. También destaca que “llevan más de 30 años en España”. ¿Qué significa la inteligencia artificial agéntica? ¿Qué diferencias existen entre una automatización tradicional y un modelo impulsado por IA agéntica? “Hasta ahora la automatización funcionaba basándose en reglas de negocio, la inteligencia estaba dentro de los programas”, nos explica el entrevistado. Además, destaca que “la IA Agéntica se basa en patrones entrenados y tiene la capacidad de hacer cosas por sí misma”. ¿Qué diferencia hay entre la IA agéntica con la automatización tradicional? ¿Cómo cambia el trabajo en ambos? “La automatización tradicional se basaba en unos programas informáticos que tenían su propia lógica”, nos explica el Head of Channel Iberia. En comparación con las otras, la agéntica tiene ahora la capacidad de “interpretar los datos y el entrenamiento en función de los datos que ha recibido y de los que tiene en su disposición”. Para él, esto significa que “se pasa de las reglas a los patrones”. Con todo esto, nos señala que “la inteligencia artificial puede cubrir procesos completos, no solamente tareas individuales”. ¿Puede la IA agéntica manejar procesos de manera automática? Emilio Alonso nos explica que “sí pero siempre con supervisión de un humano y siempre siguiendo reglas marcadas por la propia organización”. También destaca que “la inteligencia artificial agéntica es la IA en acción, puede ejecutar tareas de manera autónoma, basándose en su entrenamiento y en las reglas de negocio marcadas por su organización”. ¿Cómo funciona su toma de decisiones? El experto señala que “va a mejorar su toma de decisiones y va a conseguir una cosa fundamental: las personas pueden dedicarse a tareas de valor añadido mucho mayor”.

Season 7, Episode 6: How did a former real estate analyst turn the pain of building pitch decks into one of CRE's fastest-growing AI companies? Today, we sit down with Sammy Greenwall, co-founder and CEO of Henry AI, to discuss how artificial intelligence is transforming commercial real estate workflows. Sammy shares his journey from college basketball to helping scale Lev into a $100M venture-backed company before leaving to build Henry AI. The conversation covers the inefficiencies of traditional brokerage workflows, why Henry focuses on delivering outcomes instead of software, and how AI is automating offering memorandums, BOVs, and other time-intensive tasks. Sammy also explains why local brokerage data may be more valuable than national databases, how "humans in the loop" remain critical to adoption, and where he sees the future of AI in commercial real estate. Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out. TOPICS 00:00 – Introduction 01:39 – The Genesis of Henry AI and Early Conversations 03:00 – Sammy's Background: From the Bay Area to Toll Brothers 03:53 – The Pain Point: Spending 70% of the Day in PowerPoint 07:41 – The Lev Story: Starting a Company with a Rabbi in a Chabad House 11:00 – Scaling to a $100M Series B and "Relentless Grit" 13:10 – Leaving Lev to Build a Generational AI Company 15:18 – Why Brokerage Costs Are Under Fire 18:00 – Why Henry Charges 3x More 19:50 – Why the Professional Touch in AI Still Matters 21:56 – Identifying the Single Pain Point 24:08 – The Future of Interactive, Digital Offering Memorandums 27:19 – The Data War 32:58 – Labeling the "Walled Garden" of Commercial Real Estate Data 35:30 – Where the Name "Henry" Actually Came From 38:14 – CEO Productivity For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Host: Lalo Solorzano, Andy Shiles Guest(s): Ashley Arnold Published: June 4, 2026 Length: Approximately 33 minutes Presented by: Global Training Center Summary Trade compliance has changed dramatically, and this episode digs into why importers, exporters, executives, and compliance professionals can no longer treat it as a back-office task. Lalo Solorzano and Andy Shiles welcome Ashley Arnold, licensed customs broker, CCS, and founder of JEM Consulting, for a timely conversation on the evolving role of trade professionals in today's regulatory environment. Ashley explains how trade compliance now touches sourcing, finance, IT, logistics, purchasing, customer service, and executive strategy. With shifting tariffs, increased Customs scrutiny, ACE reporting, USMCA claims, duty mitigation opportunities, automation, and documentation challenges all demanding attention, the old “we've always done it this way” mindset is no longer enough. The discussion highlights why companies need stronger internal collaboration, better systems, proactive monitoring, and more visibility into what Customs sees in real time. For executives, this episode is a reminder that compliance teams need resources, support, and a seat at the table. For trade professionals, it is a call to stay informed, ask questions, build relationships across departments, and keep pushing for smarter processes. Main Topic / Discussion This episode focuses on the expanding role of trade compliance professionals and why companies must rethink how they support compliance, logistics, and supply chain teams. Ashley Arnold explains that compliance work is no longer limited to classification, entry review, or post-entry audits. Today's trade professionals are monitoring court cases, tariff updates, government notices, ACE reports, Customs requests, free trade agreement documentation, software workflows, and automation opportunities. The conversation also emphasizes that compliance must be involved earlier in the business process. Purchasing, sourcing, finance, IT, logistics, and leadership all need to work together to prevent problems before shipments are delayed, costs increase, or Customs issues arise. Key Takeaways • Trade compliance now belongs in strategic planning, not just operations. • Importers should have ACE access, run reports, and monitor Customs activity directly. • USMCA, duty drawback, exclusions, tariff engineering, and free trade agreement claims require strong documentation and audit readiness. • Automation and software can reduce manual work, but qualified trade professionals still need to review and validate decisions. • Compliance teams must build relationships with IT, accounting, sourcing, logistics, purchasing, and customer service. • Executives should ask whether their compliance teams have the tools, people, and cooperation they need. • The phrase “we've always done it this way” is a warning sign in today's trade environment. Resources & Mentions • Global Training Center • Lalo Solorzano on LinkedIn • Andy Shiles on LinkedIn • Ashley Arnold on LinkedIn Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Ashley Arnold – LinkedIn Producer: Lalo Solorzano

Adam Spector, founder of Chore, four-time entrepreneur, and startup investor, joins Jerome Myers for a conversation about building in a world where the tools are moving faster than most people can process. From San Francisco's AI boom to the rising bar for young professionals, Adam shares why speed, focus, and delegation have become critical advantages for founders. He explains why entrepreneurs often become the “janitor” of their own companies, handling payroll, HR, finance, compliance, and other back-office work that pulls them away from the work only they can do. Jerome and Adam also explore AI's impact on jobs, education, startup investing, and founder behavior. Adam offers a clear challenge to business owners and ambitious professionals: stop waiting for permission, start building proof, and protect your most valuable resource: time. This episode is for founders, operators, investors, and professionals who want to understand what it takes to compete in the age of AI without losing sight of the life they are trying to build. In this episode: Why San Francisco remains the center of the AI boomHow AI is raising the bar for founders and job seekersWhy speed is now a strategic advantageWhat Adam looks for when investing in foundersWhy founders get trapped doing low-leverage workHow Chore helps entrepreneurs delegate back-office operationsWhy proof of work matters more than a polished resumeThe real cost of spending your time on the wrong thingsWhy the gatekeepers are gone Guest: Adam SpectorAdam Spector is a four-time founder, startup investor, and founder of Chore. Based in San Francisco, Adam has invested in roughly 200 startups and helps entrepreneurs protect their time by delegating the back-office work that slows them down. Connect with Adam:Website: HireChore.comLinkedIn: Adam Spector, Founder of ChoreX: @ASPEC00 Your dreams should be real. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the GovNavigators Show, Adam and Robert sit down with Daniel Gaush, Acting Director of the International Cooperative Administrative Support Services Service Center at the U.S. Department of State, for a fascinating look at one of the federal government's largest and least understood shared services operations.Daniel explains how the ICASS system coordinates administrative support for more than 300 federal entities across embassies and consulates worldwide, everything from HR and motor pools to security, facilities, and logistics. He shares stories from a 24-year career spanning Morocco, China, Afghanistan, and Washington, including negotiating trade agreements, touring a Chinese nuclear reactor, and managing support operations in wartime environments.The conversation explores the promise and pain points of shared services: balancing costs, managing interagency consensus, handling global crises, and adapting to major structural changes, such as the integration of USAID functions into the State Department. Daniel also reflects on the unique culture of the Foreign Service and offers advice for the next generation of Americans considering international public service careers.Show Notes:Final Report from The President's Council to Assess the FederalEmergency Management AgencyWhat's on the GovNavigators' Radar?May 13: House Oversight & Government Reform Committee Hearing: DoW Financial Management: Examining Progress and New Audit Approaches May 14: House Oversight & Government Reform Hearing: Reducing America's National Debt: Rooting Out Federal Waste, Fraud, and Overregulation May 14-15: ACT-IAC's Emerging Technology & Innovation Summit

In this episode of (Re)thinking Insurance, host Erika Dochney is joined by expert Poojan Shah to explore how modernizing actuarial operations — through cloud platforms, advanced analytics and centralized data — is reshaping the way life insurers manage M&A, reinsurance and capital decisions. No longer a back-office function, the actuarial team is now at the center of value creation, enabling faster scenario testing, greater transparency and smarter risk strategy. Discover what it takes to move beyond the numbers to proactive business leadership — and why modernization is the competitive advantage insurers can't afford to ignore.

In this episode of The Mobilization Mindset, Scott Peper sits down with Brek Goin, Co-Founder and CEO of Hammr, to break down why payroll, reporting, and back office systems are quietly holding construction companies back from scaling .In this episode, they discuss:• Why payroll is one of the biggest hidden bottlenecks in construction • How poor back office systems delay payments and create unnecessary risk • Why many contractors avoid high-value work due to administrative burden • How strong systems turn the back office into a competitive advantage • Why the best companies align their field and office as one teamIf you want to grow your construction business without creating chaos behind the scenes, this episode will change how you think about your back office.Learn more: https://mobilizationfunding.com/Subscribe to the Mobilization Minute newsletter:https://mobilizationfunding.com/newsletter-subscriptions/Brek's LinkedIn: https://www.linkedin.com/in/brekgoin/Website: Hammr.comBred To Build - Construction Podcast: https://www.hammr.com/bred-to-build-construction-podcast

What if the real reason advisory firms struggle to scale… isn't growth? It's what happens after the client says yes. In this episode, Christopher Hensley sits down with Ryan George (CMO at Docupace) to talk about the unsung "back office heroes" who keep advisory firms running—and why burnout, invisible operations, and misunderstood AI adoption can quietly become your biggest growth bottleneck This isn't another "AI will write your blog posts" conversation. Ryan breaks down the difference between automation vs. intelligent automation, why financial services is an exception-laden business, and why the safest bet for the near future is still human-in-the-loop decisioning—especially when risk can scale instantly You'll also hear why Ryan believes "most-in-one beats all-in-one," how firms should think about AI note takers vs. workflow automation, and what "self-healing workflows" could look like as platforms learn from years of operational data One of the most memorable moments is Ryan's personal story about a doctor who pushed the computer away, made eye contact, and simply showed up as a human—a reminder that the advisor's real moat isn't tech. It's presence. If you're an RIA, broker-dealer leader, ops manager, or advisor trying to make sense of AI beyond the hype—this conversation will help you think clearer, deploy smarter, and protect what matters most: trust.

If you're feeling the weight of burnout as a founder or struggling to scale your operations, you must listen to this conversation with My Freight Staff's CEO, Edward Lockridge! Edward delves into the game-changing world of remote work and virtual assistants in the transportation industry,  the "brute force" required to build a book of business, the necessity of establishing bulletproof operational systems before hiring, and why outsourcing to global talent is a strategic move to prevent team exhaustion and maintain a 24/7 competitive edge. Whether you're a freight broker or a carrier, tune in to learn how high-level delegation allows you to stop playing defense and start focusing on what you do best: hunting for new customers and growing your logistics business!   Connect with Edward Website: https://myfreightstaff.ph/  Instagram: https://www.instagram.com/myfreightstaff/?hl=en / https://www.instagram.com/edward_lockridge/  LinkedIn: https://www.linkedin.com/company/myfreightstaff/ / https://www.linkedin.com/in/myfreightstaff/  Facebook: https://www.facebook.com/myfreightstaffph  

HEADLINE: Starbucks Relocates Corporate Operations to TennesseeGUEST: Jeff Bliss Starbucks is moving a significant portion of its corporate headquarters and back-office operations from Seattle to Tennessee. This move is driven by concerns over high taxes, regulatory capture, and general disorder, including crime and homelessness. Jeff Bliss notes that this departure follows a trend of major brands like In-N-Out Burger and SpaceX leaving West Coast locations for states perceived as more business-friendly. (2)1940 PACIFIC PALISADES

Frontends sind digital – doch im Backoffice herrscht oft noch manuelle Schwerstarbeit. Kevin Hackl spricht im Podcast mit Porters-Gründer Konstantin Kotulla über KI-native Prozessauslagerung im regulierten Banking.

The IRS is notifying back-office employees that they will temporarily cover frontline filing season work through this summer. Training for these detailed employees will begin nearly a month after the start of this year's tax filing season. The agency's taxpayer service division lost a significant number of employees last year. The IRS also fell short of its hiring goals this season. Federal News Network's Jory Heckman has more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today I'm joined by Jake Cronin, CEO of Siro. We break down the massive “dark matter” problem in dealership sales, why most of the sales process has been invisible until now, and how AI is finally capturing what actually happens in the showroom and F&I office. Jake explains how dealers are using real conversation data to coach faster, enforce process, and connect marketing spend directly to in-store outcomes. We also dig into adoption, consent, and why this tech is about collaboration—not surveillance. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ https://lotlinx.com/LotGPT/ 2. CDK Global - Dealers—big news. CDK just leveled up their CRM in a massive way. We're talking next-gen AI baked right into your daily workflow: Automatically following up with internet leads, surfacing buyer insights, and giving you instant AI-generated summaries of every customer interaction—no more digging through notes. And CRM Video is here. Record, send, and track personalized videos to customers—all inside the CRM. Check out the AI enhanced CDK CRM @ here! 3. Siro - Siro captures and analyzes every face-to-face conversation in Service, Sales, and F&I, giving auto dealers real-time visibility like never before. Stop guessing what's happening in the service drive, the box, or on the floor. Accelerate auto sales with Siro's AI powered coaching, learn more here. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 01:31 How is data collected and used? 04:14 How are worker goals matched? 09:23 What laws must a business follow? 17:16 How can smart glasses help in a dealership? 19:14 How can computer screens be made simpler? 21:12 How will AI change finance management? 25:29 What is the future of the company? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The crew breaks down Superstate's massive $82M Series B for tokenization, the explosive rise of TradeXYZ's commodities trading hitting $1B+ volume, different tokenization models from "bootleg" to "back office," the ClawdBot AI phenomenon taking over coding, and how agent-based development is revolutionizing crypto software engineering. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Robert drops news about Superstate's massive $82 million Series B raise led by Bain Capital to bring Wall Street on-chain through tokenization. The crew dives deep into the explosive growth of Hip3 markets, particularly TradeXYZ's commodities trading that's hitting over $1 billion in daily volume as precious metals rip to all-time highs. They break down the different tokenization models emerging - from "bootleg" third-party approaches to "back office" settlement tools to issuer-led official tokenization. Then the conversation shifts to the ClawdBot phenomenon taking the internet by storm, exploring how AI agents are revolutionizing coding and what this means for the future of software engineering in crypto. From vibe coding to the complete transformation of how startups will be built, the hosts examine whether we're witnessing a fundamental shift in how technical work gets done. Show highlights

Banks have spent billions building digital customer experiences. But most are doing it on top of back-office infrastructure built for a different era. That gap has quietly become one of the biggest drags on growth, pricing power, and profitability in banking. Today's competitive edge isn't just about what customers see upfront. It's about how efficiently a bank operates, how smartly it prices on an individual basis, and how quickly it can turn data into action. That's why modernizing the back office has moved from an IT discussion to a strategic imperative. I'm joined on the Banking Transformed podcast by Richard Ullenius and Brandon Sailors from CSG International to discuss what modernization truly means, how banks can progress without tearing everything down, and how smarter infrastructure is becoming the key to efficiency, engagement, pricing, and risk management. This episode of Banking Transformed is sponsored by CSG CSG delivers banking and financial services solutions to help banks reimagine pricing, billing and customer engagement across retail, commercial and institutional banking. By unifying smart pricing, customer and transaction data and accurate, flexible billing, CSG enables banks to modernize complex, multi-product relationships without rip-and-replace. As a result, banks can reduce risk and complexity, protect margins and power trusted, real-time experiences that drive growth. https://www.csgi.com/industry/financial-services/

Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves' Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry's ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn't shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

At Trimble Insight 2025, Thomas Wasson talks with Trimble's Rishi Mehra about the rapid evolution of fleet technology. They explore how AI is transforming route optimization, driver navigation, fuel planning, order intake, and back-office workflows—without replacing human expertise. From capturing dispatcher tribal knowledge to enabling voice-driven, in-cab AI copilots, this episode breaks down what's real, what's coming, and how fleets can unlock immediate ROI in a tight freight market. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

At Trimble Insight 2025, Thomas Wasson talks with Trimble's Rishi Mehra about the rapid evolution of fleet technology. They explore how AI is transforming route optimization, driver navigation, fuel planning, order intake, and back-office workflows—without replacing human expertise. From capturing dispatcher tribal knowledge to enabling voice-driven, in-cab AI copilots, this episode breaks down what's real, what's coming, and how fleets can unlock immediate ROI in a tight freight market. Follow the Loaded and Rolling Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

We are back with the conclusion of our high-impact series on the people side of business value. This week, Dave Casey and Level-C Solutions CEO Brad Stevens pick up right where they left off, exploring the nuances of the recruiting and staffing industry. As your company's #1 expense, your workforce requires a strategic design; Brad shares his unique veteran perspective on transforming HR hurdles into competitive advantages that drive long-term sustainability. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #BradStevens #LevelCSolutions #LeadershipGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Brad StevensBrad Stevens is an entrepreneurial executive with over 35 years of leadership in recruiting and staffing. As President of Level-C Solutions, he solves complex people problems to drive strategic growth and profitability. Brad also serves as VP of Signature, overseeing national Back Office and Employer of Record solutions. A proven turnaround expert, Brad previously scaled his own firm to a "Top 25" Dallas service firm and provides staffing industry insights to the Dallas Federal Reserve. He holds a Bachelor's from Texas Tech and an MBA from the University of Dallas, bringing strategic clarity and high-quality service operations to every partnership.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techishThis week on Techish, Michael and Abadesi talk about how AI and a shaky job market have people working harder than ever this December, They also break down the chaos (and politics) of office Christmas parties, why Google might overtake OpenAI in the AI race, and for Patreon listeners, the pains of building with a co-founder and how to avoid disputes when you're creating with others.Chapters00:29 What Happened To Circling Back In January?09:08 Office Christmas Parties: HR's Worst Nightmare16:22 OpenAI vs Google: Who'll Win the AI Race?26:18 Co-Founder Disputes and the Case for Going Solo [Patreon-Only]This episode is sponsored by DeleteMe. Get 20% of DeleteMe at joindeleteme.com/techish with code TECHISH.Extra Reading & ResourcesThe ‘forever layoffs' era hits a recession trigger as corporates sack 1.1 million workers through November [Fortune]Behaviour at work Christmas Parties - BBC London [Instagram]OpenAI continues on its ‘code red' warpath with new image generation model [TechCrunch]Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com

In this episode, Will Yin, CEO of Mandolin, explains how AI driven automation is transforming specialty pharmacy by reducing time to therapy, preventing revenue leakage, and helping health systems navigate evolving payer requirements with greater clarity, consistency, and data insight.This episode is sponsored by Mandolin.

Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing accords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings, productivity benefits, and more. To learn more about Solvo Global, find them online at www.solvoglobal.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. If you enjoyed this episode of Insurance Shoptalk, follow us on our social media pages to learn the latest on commercial insurance industry.

Our Global Our Middle & Back Office Salary Report 2025 is now available for purchase. Published by HC Group's Talent Intelligence team. the report covers salary benchmarks for Risk, Legal & Compliance, Corporate Finance (includes STF/Treasury), Finance & Accounting,Technology& Human Resources positions across all commodity trading hubs. The report, created using proprietary data, is designed for HR leaders and company officers to calibrate salaries in this competitive market as we head into business planning for 2026. For more information, visit https://www.hcgroup.global/energy-trading-report or email intelligence@hcgroup.global

Building a "Back Office in a Box" for Small Firm ArchitectsIn this episode of the EntreArchitect Podcast, Mark R. LePage welcomes Evin Wick, a former tax lawyer who transitioned into the world of fintech entrepreneurship. Evin shares the story behind his company, S Works, an AI-powered back office solution designed to support small businesses and solo professionals. He reflects on his journey through tax law and product leadership in fintech, and how those experiences shaped his vision for simplifying bookkeeping, payroll, and tax compliance.The conversation dives into the unique challenges faced by architects and other small business owners who often struggle with financial organization and entity setup. Evin explains how technology, and specifically AI, can transform tedious tasks into streamlined, automated processes that free up valuable time. By automating 96% of transaction classifications while keeping human experts just a click away, S Works balances efficiency with personalized service. He also highlights the average $6,100 in tax savings per customer, underscoring the tangible impact this type of technology can deliver.Evin and Mark also explore the larger implications of financial hygiene and why overcoming the fear of new technology is crucial for small business success. Evin emphasizes that AI doesn't replace relationships but instead eliminates the repetitive work that prevents professionals from focusing on their passions. For architects balancing creative practice with the demands of running a firm, his insights paint a compelling picture of the future of small business finance and how the right systems can provide confidence, clarity, and long-term growth.This week at EntreArchitect Podcast, Building a "Back Office in a Box" for Small Firm Architects with Evin Wick.Learn more about Evin at S-Works.io, email him at evin@s-works.io, and connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.