Podcast appearances and mentions of baker tilly

Podcast del programa Imagen Empresarial transmitido originalmente el 22 de mayo del 2026. Conduce Rodrigo Pacheco Los entrevistados de hoy: Manuel Aguilar, chairman Baker Tilly Latam y Socio Director de Baker Tilly en México Tema: Liderazgo empresarial ante los 4 escenarios hacia el 2035

In this episode of The New P&L, we speak with Francesca Lagerberg, CEO of Baker Tilly International, the eighth largest global accounting network, spanning 147 territories, 50,000 people, and revenues of $6.8 billion. The first and only British woman to lead a major accountancy network, Francesca brings a rare combination of commercial rigour, human warmth and strategic clarity to one of the most complex leadership roles in professional services.Our conversation with Francesca spans leadership, culture,artificial intelligence and the enduring importance of hope. On leading a global network, Francesca is clear that connection is everything. Without trust and collaboration across geographies, growth means nothing. She introduces the concept of ‘freedom in a framework' a set of non-negotiable values, like integrity, that anchor the network globally, while leaving room for the cultural nuance that makes local firms thrive.On integrity, she pushes beyond regulation as a proxy for values, arguing that ethical standards must be continuously reinforced through training, conversation and visible leadership behaviour. In a profession built on independent advice, integrity isn't background noise, it's the product.On AI, Francesca is measured and pragmatic. She doesn't believe it's an existential crisis, but she's equally clear it isn't just another software tool. The real challenge, she argues, isn't the technology, it's the capability and culture needed to use it wisely. Leaders must be transparent about what they don't know, invest in upskilling their people, and resist the temptation to automate broken processes rather than rethinking them entirely.On value and billing in an age of AI, Francesca suggests the real question was never about hours, it was always about value. AI has simply accelerated a conversation that professional services has been avoiding for thirty years.On leadership and hope, Francesca argues that leaders have a responsibility to be honest about uncertainty while actively showcasing opportunity. The generation entering the workforce today are digital natives who can reverse-mentor their seniors, who have extraordinary skills in communication and connection, and who will reshape these professions from the inside. That, she says, is a reason for genuine optimism.Her career advice is straightforward: stay curious, ask questions, say yes to opportunities and don't be discouraged by a path that meanders. "I don't think I knew what I wanted to do until I was about 50!" Francesca admits, and she means it as encouragement.Key takeaways: 1. AI demands a rethink, not just an upgrade:Francesca's sharpest observation on AI is that the temptation to simply automate existing processes is a missed opportunity and a trap. The real prize is in questioning whether those processes were right in the first place. 2. Freedom in a framework is the blueprint for global culture: Running a network across 147 territories means accepting that a single, rigid culture won't hold. Francesca's answer is to identify the true non-negotiables, such as integrity, quality, trust; and hold those as sacred,while giving firms the flexibility to operate in ways that are locally relevant. 3. Hope is a leadership responsibility, not a soft extra:In a climate of noise, uncertainty and AI anxiety, Francesca argues that leaders have an active duty to surface genuine reasons for optimism: not as spin, but as honest counterbalance to a media environment that defaults to the negative. Addressing the opportunities clearly and consistently isn't cheerleading; it's leadership.To learn more about Baker Tilly, go to: https://www.bakertilly.global/To learn more about The New P&L, go to: ⁠⁠www.principlesandleadership.com ⁠⁠To learn more about The New P&L Executive Leadership programme, email: hello (at) principlesandleadership.com

Host: Cindy Allen - Trade Force Multiplier Guest: Pete Mento, Baker Tilly Published: May 2026 Length: ~42 minutes Presented by: Global Training Center CAPE Audits, Broker Value, and the Real Cost of Recovery Cindy Allen sits down with Pete Mento of Baker Tilly for an unfiltered conversation about CAPE refunds, audits, broker fees, and what importers should really be thinking about as the refund process evolves. Pete shares why importers need to own the accuracy of their data, why audits matter before filing, and why the broker relationship is more important than ever when claims involve tariffs, offsets, and potential corrections. The episode also covers the value of customs brokerage, the debate over fee structures, and the impact of Amazon, reverse logistics, and broader market changes on the future of trade. What You'll Learn in This Episode CAPE rollout and audit readiness Pete explains why the CAPE system has performed better than many expected and why importers should not assume the filing itself means the hard work is over. He emphasizes that the data behind the filing needs to be accurate before it is uploaded. Importer responsibility A major theme of the conversation is that the importer, not the broker, is ultimately responsible for the information in the entry. Pete and Cindy discuss why internal audits, review of stack orders, and entry-level diligence are essential before requesting a refund. What broker services are worth The episode digs into broker compensation, including the difference between commodity pricing and value-based service. Cindy and Pete discuss when fee structures feel fair, when they do not, and why brokers should be paid for real work and not treated as a free commodity. Software, AI, and audit tools Pete and Cindy also explore the role of software in auditing and why technology can help customs professionals focus on higher-value issues instead of repetitive checks. They compare the evolution of ABI to the current rise of AI and automation in trade. Amazon and the future of logistics The conversation closes with thoughts on Amazon, freight forwarding, and reverse logistics, including how major players are reshaping delivery, returns, and consumer expectations. It's a forward-looking discussion about where trade and transportation may be headed next. Credits Host: Cindy Allen Guest: Pete Mento Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade:

Podcast del programa Imagen Empresarial transmitido originalmente el 28 de abril del 2026. Conduce Rodrigo Pacheco Los entrevistados de hoy: Entrevista: Pedro Canabal, socio de Baker Tilly, del instituto Mexicano de Ejecutivos en Comercio Exterior y ex Administrador Central del SAT Tema: México en el centro del tablero comercial global.

Alan Whitman, CEO of Nichols Cauley and past head of Baker Tilly, looks at the factors that inform the way firms will grow in the future, and the strategies that will support them.

What actually qualifies as a “farm” for tax purposes, and why does it matter more than most people think? In this episode, Frankie and Sarah are joined by Bud Arnold, Tax Partner at Baker Tilly, to continue their conversation on Canadian farming tax rules, this time focusing on planning opportunities and how to access preferential tax treatments. This episode highlights how small structural and operational decisions can significantly impact long-term tax outcomes for farm owners and their families. Frankie and Sarah discuss: What the CRA considers a “farm” for income tax purposes, and how it differs from property tax or land transfer definitions Why eligibility depends on who is using the land and how it's being used How corporations and partnerships can play a role in qualifying for tax advantages Common mistakes that can disqualify farmland from the lifetime capital gains exemption Planning strategies to convert passive rental income into active farming income Challenges with mixed-use properties, including principal residence vs. farmland allocation How non-farming assets inside a farm corporation can create issues Additional considerations, like HST and land transfer tax, when selling or transferring farmland Resources: Farm Transfers Under the Income Tax Act: Planning for the Next Generation (Ep. 36) Connect with Frankie Loreto and Sarah Netley:  Courtice.BakerTilly.ca LinkedIn: Baker Tilly Canada LinkedIn: Frankie Loreto LinkedIn: Sarah Netley Call: (905) 579-5659 Connect with Bud Arnold: LinkedIn: Bud Arnold LinkedIn: Baker Tilly Canada About our Guest:  Bud Arnold is a Tax Partner at Baker Tilly, Elora, with a specialty in agriculture and farming. He works closely with farm owners on tax planning and succession strategies, helping clients navigate complex rules and access available tax advantages within the farming sector. 

In this session from the Retail Collective Summit (Panel 9), industry leaders from Baker Tilly, Mett Naturals, Life Cider, Nutriient, and Just Ingredients discuss the evolution of the health and wellness industry. Moving beyond simple shelf presence, these brands are developing holistic ecosystems rooted in radical transparency, rigorous testing, and founder-led storytelling.The conversation explores how these companies maintain a "brand promise" of high-quality, real-food ingredients while navigating global economic pressures like rising whey protein costs and new tariff rounds. From the science behind Paraxanthine to the rise of clear proteins and the impact of GLP-1 drugs on consumer fiber and protein needs, the panelists reveal the strategies necessary to stay ahead of the rapidly shifting wellness curve.  

Grace Bourke, Consulting Director at Baker Tilly, has spent nearly four decades working at the intersection of healthcare, quality improvement, and technology. She joins Jamie Flinchbaugh in this episode of People Solve Problems. She shares what she has learned about why technology implementations so often go wrong, and what organizations can do to get ahead of the problems before they take hold. Grace opens with a fundamental challenge: organizations frequently deploy technology without fully understanding the problem they are trying to solve. At Sutter Health, she saw teams convinced that a new electronic health record system would resolve issues that were actually rooted in communication gaps and unclear standard work. The danger, she explains, is that technology does not eliminate underlying problems. It simply makes the mistakes happen faster and harder to trace once they are buried in a database. To address this, Grace uses an approach she calls Gap-IT, a structured gap analysis that maps how work is currently done against how it will function in the new system. In one example involving a Pacific Northwest health system undergoing an ERP reimplementation, the process revealed that roughly half of the desired improvements could be made immediately, before the technology ever went live. The other half genuinely required the new platform. Her takeaway: stable processes and the technology designed to support them have to develop together. On the question of buy-in, Grace draws a useful distinction. When a technology change is non-negotiable, such as when a platform has aged beyond maintenance, people do not need to agree with the decision. But they do need to be invested in making the transition succeed. She argues this requires two layers of communication: senior leadership setting the vision and the why, and trusted voices closer to the front line delivering the messages that affect individual roles and responsibilities directly. A central tool in Grace's approach is Failure Mode and Effect Analysis, known as FMEA. Her team adapted it specifically for healthcare, condensing it to a half-page card that staff completed, then passed to a colleague for independent validation. That handoff was intentional: it prevented the tendency to simply defer to whoever wrote the card and created a shared responsibility for accuracy. Beyond its risk management function, the practice had a quieter effect. Grace recalls receiving a text from a participant who thanked her for helping her find her voice, because the format gave people a structured, safe way to speak up and stand behind their thinking. This leads to one of the episode's most direct observations: healthcare remains deeply hierarchical, and that hierarchy consistently strips agency from the people best positioned to spot and solve problems. Grace points to Toyota's model as a counterexample, where every person on the floor is expected to be both a problem spotter and a problem solver. In her own experience, frontline staff flourish when given clear boundaries within which they have real authority to act. The obstacle, she notes, is that it takes consistent leadership to hold that space open. Grace closes with the priority framework that has guided her throughout her career: safety first, then quality, then delivery, then cost. In healthcare, she says, the order is not just a preference. It is the whole point. To connect with Grace Bourke and learn more about her work at Baker Tilly, visit www.bakertilly.com or find her on LinkedIn at www.linkedin.com/in/gracebourke.

And why culture matters more than ever.Full show notes here Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesSponsored by The True Advisor:  Buy now | Learn moreAlan Whitman isn't trying to build a better CPA firm. He's trying to replace it.At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity Landscape | Breaking the Mold with PE Backing | Build Culture on ‘Progress,' Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn't Better. Better Is Better.| Unlocking the Secrets to Smart Growth MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts hereThe goal, he tells Jean Caragher in this episode of Gear Up for Growth, is not to expand services around the edges, but to collapse them into one integrated model designed to “manage, protect, and grow” client wealth in a recurring loop.The shift reflects a broader rethinking across the profession, in which private equity capital, client demand for one-stop advisory services, and advances in AI are pushing firms beyond the partnership model that has defined accounting for decades.Having previously led transformational growth at Baker Tilly, Whitman rejects the notion that rapid growth damages culture.“That's hogwash,” he says. “Culture comes down to one word: trust.”

Canada’s residential mortgage market is a $32 billion annual asset class in Ontario alone. Plus, it’s structurally undersupplied. Unlike the US, Canada has no 30-year fixed mortgage. As a result, strict banking regulations push Canadian homeowners into the private lending market every few years. That forced refinancing cycle produces delinquency rates roughly one-eighth of what US private lenders see. On top of that, the recourse process in Canada runs just 60–90 days. Chris Lopez sits down with Hugh Tawney, founder of Leeward Capital Partners. Together, they walk through how Property Llama Capital gained access to this market and why they made it part of their Capital 3 fund. Hugh brings an institutional finance background in public equities, fixed income, life settlements, venture, and structured credit. Before founding Leeward, he spent years building fund vehicles across multiple asset classes. His CFO managed fund accounting for 38 entities at a Denver venture firm. His COO, meanwhile, helped build ArrowMark’s multifamily origination platform — a $5 billion book. Their Canadian operating partner, Aman Mann, ran a mortgage investment company from 2017 to 2023. In total, he originated approximately 500 loans with zero impairment of principal. The fund focuses on first and second lien residential mortgages — bridge loans, fix and flip, and short-term refinances. Currently, the portfolio sits at a 76.4% weighted average LTV with an 80% hard ceiling. Also worth noting: two-thirds to three-quarters of the loan book is owner-occupied. Homeowners, after all, default at a fraction of the rate that investment property owners do. For third-party validation, the fund works with Baker Tilly (tax and audit), NAV Consulting (fund administration), UMB (custody), and Stout (quarterly independent valuations). In This Episode We Cover: Why Canada’s lack of 30-year fixed mortgages creates a structural private lending opportunity every 3–5 years How Ontario’s power of sale process delivers 60–90 day recourse vs multi-year US foreclosure timelines The tax structure that classifies fund distributions as qualified dividends — potentially a 30–50% reduction in tax burden vs ordinary income How currency hedging via forwards contracts protects principal at a cost of 8–15 basis points The pending leverage strategy projected to take gross yields from 12% unlevered to 20% levered Why Leeward targets the lower end of the Canadian market — less competition, more inefficiency, higher yields The 15-month liquidity window and how it mirrors a short-term bond fund duration with a private credit return profile If you’re an accredited investor looking at private credit and want to understand an asset class that most US investors have never encountered — this is the episode to start with. Property Llama’s due diligence included a three-to-four day on-site asset tour in Toronto and a personal investment from Chris before the fund was opened to the broader investor community. Watch the YouTube Video https://youtu.be/GvF4XBzzJJs Timestamps 00:00 — Welcome & Executive Summary — What this fund targets and why 04:32 — Chris Lopez — 15 years as an active investor turned passive  08:30 — How Property Llama Found Leeward — Due diligence and the Toronto asset tour  10:26 — Hugh Tawney — Leeward Capital founder and institutional finance background  14:25— Why Canada Has No 30-Year Fixed Mortgage — And what that creates for private lenders  15:55 — Power of Sale vs Foreclosure — How Canada’s 60–90 day recourse process works  23:15— The Private Lending Opportunity — Why Canada pays 300–500 bps more than the US  25:45 — The Tax Advantage — How this fund achieves qualified dividend treatment  40:20— Currency Hedging — Protecting principal across USD and CAD  42:47  Leverage Strategy — How the fund projects a move from 12% to 20% returns  47:58— Fund Terms & Third-Party Validators — Minimums, lockup, and who’s watching the books  57:30 Canadian housing crash fears, IRA/UBIT considerations and next steps Links in Podcast Interested in learning more about the Leeward opportunity? PLC 3 LLC: PL Leeward 1 Data Room Property Llama Capital Passive Pockets Summit — use code LOPEZVIP for $100 off Passive Pockets Podcast (hosted by Chris Lopez)

Een geplande fusie met de Belgische tak en een groter wordende rol voor AI in de accountancy houden de gemoederen bij Baker Tilly Nederland blijvend bezig. In ‘De top van Nederland’ een uitgebreid gesprek met Ronald Hoeksel, topman van accountantskantoor Baker Tilly Nederland. Presentator Thomas van Zijl vraagt hem of jonge accountants nog wel genoeg uren kunnen maken door de opkomst van AI. En: hoe de fusie tussen de Nederlandse en Belgische tak van Baker Tilly ervoor staat. Over Baker Tilly Nederland Baker Tilly Nederland is de Nederlandse tak van het gelijknamige internationale accountants- en advieskantoor. Het kantoor staat al jaren in de top 10 van grootste accountskantoren in Nederland. Over Thomas van Zijl Thomas van Zijl is financieel journalist en presentator bij BNR. Hij presenteert dagelijks ‘BNR Zakendoen’, het Nederlandse radioprogramma voor economisch nieuws en zakelijk inzicht, waar 'De top van Nederland’ onderdeel van is. Ook is hij een van de makers van de podcast ‘Onder curatoren’. Abonneer je op de podcast Ga naar ‘De top van Nederland’ en abonneer je op de podcast, ook te beluisteren via Apple Podcast en Spotify. [LINK: https://www.bnr.nl/podcast/de-top-van-nederland] See omnystudio.com/listener for privacy information.

Podcast del programa Imagen Empresarial transmitido originalmente el 3 de marzo del 2026. Conduce Rodrigo Pacheco Los entrevistados de hoy: Entrevista: Bernardo del Castillo, líder de HSSE Construction & Commissioning - Global Operations en ACWA Power Tema: Lo que se vive en Dubai tras conflicto del fin de semana Entrevista: Pedro Canabal, socio de Baker Tilly y catedrático de la Universidad Panamericana Tema: Transformación aduanera: mecanismo de recaudación y combate a la ilegalidad para 2026.

У новому епізоді бізнес-подкасту CEO Club обговорюємо значення бордів для розвитку компаній та ситуації, коли бізнесу дійсно варто їх створювати. Чому не кожна компанія потребує цього інструменту і які альтернативні методи можна використовувати у бізнесі? Як трансформується роль власника та як визначити компетенції членів ради, необхідні для ефективної роботи борду? У фокусі розмови — практичний досвід формування бордів в компаніях: зрілість операційного управління, критерії вибору незалежних членів, моделі управління. Окремо обговорюємо фінансову сторону: скільки коштує борд в Україні, як співвідносити витрати зі складністю бізнесу, чому борд не підвищує капіталізацію автоматично і в яких випадках вона стає важливим фактором для інвесторів або публічних ринків. Учасники розмови:— Олександр Почкун, співзасновник та керівний партнер Baker Tilly в Україні, член клубу.— Ігор Кабузенко, керівний партнер Ward Howell Ukraine, член Ради CEO Club 2026–2027;— Наталя Морозова, керівна партнерка та CEO Havas Village Ukraine, членкиня Ради CEO Club 2026–2027.У відео також розкриваються питання:— як зрозуміти, що компанії потрібен борд;— як визначити компетенції для формування ефективної композиції борду;— що власнику варто зробити перед створенням борду;— які моделі управління існують в Україні та як вони впливають на роль власника;— як визначити проблеми, котрі власники намагаються вирішити за допомогою борду;— чи може зовнішня підтримка (консультанти, радники, медіатори, юристи) слугувати альтернативою борду;— поєднання цілей різних акціонерів з цілями розвитку компанії;— виклики для власника під час формування борду: фінансові витрати, швидкість ухвалення рішень, страх втрати контролю;— яку роль борди відіграють у сімейному бізнесі.Відеозапис розмови: https://youtu.be/G9LMmUT5zYECEO Club — клуб лідерів бізнесуЗ 2011 року об'єднуємо підприємців і СЕО для розвитку, взаємопідтримки та співтворення.Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

Developing housing is already a complex equation and tapping EB-5 capital adds a whole other layer of strategy. In this episode of BuzzHouse, Don Bernards and Garrick Gibson are joined by their Baker Tilly colleagues Warren Oakes and Jillian O'Brien, two professionals with deep experience in EB-5 project structuring, compliance, and advisory services.They explain what EB-5 is, how it applies to multifamily housing, and the steps developers need to take if they're considering this type of capital. The conversation also covers legislative changes, including a potential new bill focused on supporting affordable and multifamily housing through EB-5 set-asides. If you're in the housing space and curious about alternative financing, this episode gives you the clarity you need to evaluate whether EB-5 is a good fit.Follow UsTwitter @BakerTillyUSFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tillywww.bakertilly.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consolidation and “common goods and services” dominate the discussion around how the federal government wants to revamp its contracting functions, including moves to put the General Services Administration at the center of it all.Leo Alvarez and Dylan Schreiner, respectively principal and GovCon senior manager at Baker Tilly, are fielding many questions from industry clients on what this landscape looks like and how to map their business strategies to it.In this episode, Leo and Dylan walk our Ross Wilkers through some of the big-ticket vehicles to watch in 2026 and how they help illustrate the government's push to make contracting more straight-forward for every stakeholder.Navigating a world of fewer contracting officers and other key acquisition pros inside government also features in the discussion, plus what this all means for small businesses.GSA quietly rolls out CMMC-like cybersecurity framework for contractorsNew OMB memo lays out GSA's plan to consolidate contractsNITAAC finally pulls the plug on CIO-SP4GSA re-opens OASIS+ to new bids, shifts to continuous approachGSA to take over SEWP VI contract ‘sooner rather than later'Alliant 3's final solicitation hits the streetsArmy gets moving again on bundled recompete of professional services, IT vehiclesAir Force Research Lab opens proposal window for $10B vehiclePentagon halts $15B Advana recompete draft solicitation

Podcast del programa Imagen Empresarial transmitido originalmente el 16 de enero del 2026. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Eugenio Grandio, presidente de EMA (Electro Movilidad Asociación México) Tema: Barómetro de Electromovilidad 2025 Entrevista: Jaime Ortega, socio de Consultoría de Baker Tilly en México Tema: Panorama económico 2026: qué deben leer hoy las empresas

In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. Discover how Alan led Baker Tilly through 3x revenue growth and over 20 acquisitions—not by chasing numbers, but by changing mindsets. Learn why strategy isn't about activity, but about clarity of direction, and how firms can grow by building “communication, sales, and talent engines” that scale through systems, not individual effort. Alan outlines why “bigger isn't better—better is better,” how language creates alignment, and why discipline equals freedom in partner-led firms. He also reveals insights from his new role leading a private equity–backed multidisciplinary platform focused on serving SMBs in the Southeast. Want to know what Alan means by “fist to five,” “sugar highs,” and freedom within a framework? Find out the answers to these questions and more in this Break the Mold conversation with Alan Whitman.

For the last 2-3 years, I have highlighted by top 2 favorite podcasts of the year in my year-end Best of Series. This week, I am highlighting my coach, friend, and colleague Jay Fields. I would like to thank Jay for her guidance and instruction this year on inner child and parts work because it has made a huge difference in life. If you are not familiar with parts work, I am going to do a solo show on it soon, so stay tuned!If you missed this show, you want to go back and listen. I promise; it's a good one! Even if you did listen to this one, it doesn't hurt to listen in again because Jay has wisdom galore. During the podcast, Jay and I chatted about: What is the purpose of the nervous system and why is training it to serve us important.Why is it easier to remain in our heads vs. listen to our bodies' signals?What does it mean to be embodied?What is Jay's Overthinking Quiz and why should you take it?The meaning behind Jay's popular phrase and podcast, “Hey Wait.”How we can leverage these learnings to protect our energy.Here is more about Jay:Jay Moon Fields, M.A. is a leading educator, coach and author. Nearly a million people have taken her courses featured on LinkedIn Learning, and her book Teaching People Not Poses is used by yoga teacher training programs globally. Her Hey, wait framework teaches people how to honor their emotional experiences and share them authentically, helping them to break free from the cycles of overthinking, people-pleasing, and self-doubt.For over twenty years, Jay has taught the principles and practices of embodied social and emotional intelligence to individuals and groups from Patagonia, Wieden + Kennedy, Apple, the UN, and Baker Tilly. She has been a guest on over 30 podcasts and was named one of the top 50 health and wellness bloggers making a difference in the world by Greatist.com. Jay has been a featured speaker at the GoPro Women's Summit, The Fifteen Seconds Festival and the Omega Institute. She received her BA in Psychosocial Health and Human Movement from the College of William and Mary and her masters in Integral Transformative Education from Prescott College.If the Brave Women at Work Podcast has helped you personally or professionally, please share it with a friend, colleague, or family member. And your ratings and reviews help the show continue to gain traction and grow. Thank you again!

Crain's politics reporter Justin Laurence joins host Amy Guth to break down elements of the 2026 Chicago budget disputed in City Hall.Plus: Friends of the Parks wants a $50 million cut of the South Works quantum revamp, Baker Tilly enters South Florida market with deal for Berkowitz Pollack Brant, MetraMarket retail space up for sale and Lake Forest MBA program to shutter in June due to declining enrollment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jennifer Giannini brings more than 30 years of experience leading independent audit engagements for corporate clients across a wide range of industries. Throughout her career, she has developed deep expertise in employee benefit plan audits, making this a primary focus area. After many years of working at Baker Tilly, a national CPA firm, Jennifer recently joined LJB CPA to lead the firm's audit practice. Passionate about building strong client relationships, Jennifer returned to a smaller firm to work more closely with clients and deliver a personalized, value-added experience. Her experience at both mid-sized and national firms gives her a unique ability to tailor services to meet each client's specific needs and complexities. In her years of auditing employee benefit plans, she has pretty much seen just about everything- and enjoys helping plan sponsors navigate the tough issues that keep them up at night. In this episode, Eric and Jennifer Giannini discuss:Protecting participants through disciplined plan auditsMaking audit readiness a year-round responsibilityOwning fiduciary controls that cannot be outsourcedAvoiding costly errors through informed governanceKey Takeaways:Plan audits protect participant assets and confirm the plan follows its governing documents. They ensure contributions, matches, distributions, and eligibility are applied consistently. They also help identify fraud or embezzlement risks early.Audits run smoothly when preparation happens throughout the year. Developing processes that represent a living checklist keeps documentation complete. Retaining internal records prevents gaps that auditors will flag.Some fiduciary duties remain with the plan sponsor at all times. Regular reconciliations and documented committee oversight demonstrate prudence. Simple tracking helps surface issues before they escalate.Operational errors often stem from payroll misalignment with plan terms. Early engagement with experienced ERISA auditors reduces surprises. Committees must weigh cost, complexity, and fiduciary risk together.“The early bird always gets the worm. The earlier you start that process with your auditor, the better.” - Jennifer GianniniConnect with Jennifer Giannini:Website: https://ljbcpa.com LinkedIn: linkedin.com/in/jennifer-giannini-875071a Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Alan Whitman, former CEO of Baker Tilly, returns on Episode 242 of The Unique CPA to share the hard-won insights behind his new book, Break the Mold: How to Achieve Transformational Change, Scale and Grow Simultaneously. In a candid conversation with Randy Crabtree, Alan unpacks the real challenges of leading a firm through rapid growth and cultural reinvention, where trust and transparency mean everything and can ultimately make or break a vision. He reveals why strategy must be more than a buzzword, and how shifting from vertical silos to a unified, horizontal organization unlocks potential. "Cross-selling" is such a limiting concept, and Alan stresses that delivering true client value is what firms need to be focusing on. His stories, from tough retirement plan decisions to building engines for organic growth, offer a rare, practical roadmap for leaders ready to reimagine what's possible in the accounting profession. Get the full show notes and more resources at TheUniqueCPA.com

Podcast del programa Imagen Empresarial transmitido originalmente el 12 de diciembre del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Pedro Canabal Hermida, socio de Baker Tilly y Exadministrador Central de Planeación de Comercio Exterior del SAT Tema: Retrovisor 2025: Desafíos y oportunidades hacia 2026

Show Notes: Samora Wolokolie talks about his dual roles as a CPA and attorney in Monrovia, Liberia. Samora lists his credentials: chartered accountant, certified public accountant, certified forensic investigation professional, certified fraud examiner, certified tax practitioner, and lawyer, and  details his academic background. He is also an associate professor at the University of Liberia where he teaches all levels of accounting. Samora also teaches at other universities and holds degrees from  Cuttington University, and Chariot University. He talks about his career path, including working with Deloitte in 2000, then moved to PKF Liberia and Baker Tilly, where he qualified as a chartered accountant in 2014.  Serving as Liberia's Deputy Minister of Finance for Fiscal Affairs Samora served as Liberia's Deputy Minister of Finance for Fiscal Affairs from 2018 to 2024, managing the national budget and growing it from $600 million to $800 million. When asked about the major sources of revenue for the Liberian government, Samora explains that over 80% of the government budget comes from domestic revenue, with the rest from donors like the IMF, World Bank, and European Union. He details the importance of conducting audits and meeting benchmarks to access external resources, and shares a few examples of how this works. Samora discusses his role in developing revenue policies and regulations, focusing on domestic resource mobilization to grow the budget to $1 billion. He highlights the challenges and strategies needed to achieve this goal, including tax policies and revenue measures. He goes on to explain the structure of the companies he currently works for, his roles there, and how it focuses on both accounting and legal issues.  Major Industries and Economic Potential in Liberia The conversation turns to the main industries in Liberia. Samora describes Liberia as an input-driven economy with significant potential in mining, forestry, and infrastructure development. He mentions the mining sector's potential, including gold, iron ore, and diamonds, and the involvement of companies like ArcelorMittal. Samora also discusses the forestry sector's potential, including logs and the Kimberley Process. He emphasizes the government's efforts in infrastructure development, particularly road construction and building maintenance. He goes on to talk about investment potential and licensing, shipping, and exporting. Consulting and Legal Processes in Liberia  Samora talks about the process of hiring independent consultants in Liberia. He advises talking to an attorney and a CPA. He recommends checking with the Liberian Institute of Certified Public Accountants and the Liberian National Bar Association for licensed professionals. Samora explains the distinction between attorneys and counselors at law in Liberia, and recommends dealing with firms to ensure coverage through professional liability and insurance coverage. He goes into detail on the importance of following processes and doing due diligence and background checks when hiring consultants.  Taxation and Labor Law Considerations for Foreign Companies Focusing on the tax implications for foreign companies hiring consultants in Liberia, Samora explains the withholding tax rates for resident and non-resident taxpayers, including the 10% and 15% rates for ordinary companies and the 6% rate for mining operations. He clarifies the concept of resident and non-resident status based on the number of days spent in Liberia. Samora discusses the importance of understanding labor law considerations, including contracts, occupational health and safety, and long-term employment. He also explains the tax brackets and Social Security tax obligations for foreign companies, employees and independent contractors, in addition to labour laws and health and safety laws in Liberia. Insurance Requirements for Firms in Liberia. Samora advises firms to have professional liability insurance to cover potential transgressions. He emphasizes the importance of ensuring payments pass through formal financial institutions to avoid money laundering issues. Samora suggests using bank-to-bank wire transfers or prepaid cards for payments to consultants, and he reiterates the importance of due diligence and background checks when hiring consultants in Liberia. Timestamps: 04:11: Revenue Sources and Management in Liberia  09:38: Major Industries and Economic Potential  20:04: Consulting and Legal Processes in Liberia  27:08: Taxation and Labor Law Considerations 36:50: Insurance and Payment Methods  Links: LinkedIn: https://www.linkedin.com/in/atty-samora-p-z-wolokolie-ph-d-cfe-ca-cpa-fcfip-l-l-b-67315438/ Alliance CPA Inc:  https://alliancecpainc.com/ TORCH Professional Consultancy Inc:  https://topcinc.com/   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

Fire Dept. Continued – Navy in LF? Duffers Detroit Thin Crust? Bears 5-3? Pete, Jeff, Joe talk local pride, pizza, sports + city banter. Baker Tilly says "comparable" – but OT debate rages.

Lori Zukin's path began in a small-town family drugstore, where work and love blurred together behind the counter. Years later, after earning a PhD in industrial and organizational psychology, she found herself coaching leaders at Booz Allen Hamilton and, eventually, guiding the transformation of Baker Tilly's executive team. On Episode 235 of The Unique CPA, Lori shares how a single phone call, received in the shadow of personal loss, sparked a partnership that would reshape a major accounting firm's culture. She reveals the real impact of trust, particularly given the hidden costs of the stories we tend to tell ourselves when we don't have all the information. Randy and Lori trade insights on vulnerability, missed opportunities, and the courage to lead with empathy, and along the way, Lori's passion for mental health and her belief in the intersection of passion and skill shine through, offering a rare glimpse into the heart of modern leadership. Get the full show notes and more resources at TheUniqueCPA.com

Podcast del programa Imagen Empresarial transmitido originalmente el 28 de octubre del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Adrian Bueno, socio Director de Legal de Baker Tilly en México Tema: El uso de la IA generativa en la aplicación de justicia en México

On this episode of Healthy Outcomes, our host Mark Ross interviews Marco Damiani, Brett Friedman and Patrick Yu. Marco is the Chief Executive Officer of AHRC New York City, a leading nonprofit organization supporting over 15,000 people annually under the guiding principle of equity for people with disabilities. Brett is a health care partner at Ropes & Gray LLP. Brett advises clients at the forefront of the health care industry in areas such as government insurance programs, digital health, accountable care and value-based payments, and regulatory compliance. Patrick is a Principal at Baker Tilly US, LLP and serves as the firm's leader for the behavioral health sector. Topics of discussion include: The Evolving Behavioral Health Landscape Post-PandemicWorkforce Challenges and Innovations in Behavioral HealthBehavioral Health Integration with Primary CarePrivate Equity and Investment Trends in Behavioral HealthRegulatory and Reimbursement Shifts: What's on the Horizon?Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of Healthy Outcomes, our host Mark Ross interviews Margaret Johnson, Senior Director and Senior Living Sector Lead at Fitch Ratings. Together, Mark and Margaret discuss various topics related to senior services, with a focus on Life Plan Communities (LPCs) across the U.S. Report issued by Fitch titled “U.S. Not-For Profit Life Plan Communities Outlook 2025” Fitch's perspective on operating results for LPCs in 2024 and year-to-date 2025 Impact of fluctuations in real estate prices on LPCs and the rating process Key credit drivers in the rating process for LPCs Key financial ratios for LPCs Key strategies expected to be executed by LPCs in the next 3-5 years Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aaron Brooks shares his experiences and insights through his transition from financial consulting at Anderson Consulting (now Accenture) to business development at Baker Tilly. He emphasizes the importance of building genuine relationships, creating trust, and the value of human flourishing at work. Aaron also discusses the role of introverts and ambiverts in leadership, the challenge of fostering engagement in the workplace, and his passion for transforming the way businesses operate.▬▬▬▬▬ Resources ▬▬▬▬▬Aaron Brooks: https://www.linkedin.com/in/aaronbrooks/Brian Babendir: https://www.linkedin.com/in/brianbabendircpa/Sincerity: The Recipe for Living Your Best Personal and Professional Life: https://www.amazon.com/Sincerity-Recipe-Living-Personal-Professional/dp/1636767001Maslow's Hierarchy of Needs: https://www.simplypsychology.org/maslow.htmlInstagram: https://www.instagram.com/cacklemedia/TikTok: https://www.tiktok.com/@cacklemediaX: https://x.com/CackleMediaLLCYouTube: https://www.youtube.com/@CackleMediaLinkedIn: https://www.linkedin.com/company/cacklemedia/Support the pod when signing up for Descript / SquadCast: https://get.descript.com/transferableskillSign up for our newsletter: https://shorturl.at/WDrfTWant to be a guest on the show?: https://shorturl.at/umZ2l▬▬▬▬▬ Timestamps ▬▬▬▬▬00:00 Introduction to Transferable Skills00:13 Aaron Brooks' Early Career and Family Business00:47 Transition to Financial Consulting01:08 Role at Anderson Consulting and SAP Implementation02:19 Journey into Staffing and Recruiting02:35 Business Development at Baker Tilly04:37 Building Trust and Networking07:25 The Importance of Relationships in Business09:35 Human Flourishing and Workplace Culture10:40 Coaching and Mentorship19:07 The Role of Leadership and Engagement26:31 Conclusion and Final ThoughtsIntrovert, Extrovert, Ambivert: Key Differences:Introverts: primarily focused on their inner worldFind energy in solitude and quiet reflection. Prefer one-on-one interactions or small groups. May feel drained after social interaction. Tend to be more reflective and thoughtful. Extroverts: primarily focused on the external worldFind energy in social interaction and lively settings. Enjoy talking to and being with people. May feel drained by solitude. Tend to be more outgoing and talkative. Ambiverts: comfortable and adaptable in bothExhibit traits of both introversion and extroversion. Can adapt their behavior to suit different social situations. May find energy from both solitude and social interaction. Can be flexible and navigate both social and quiet environments.

In this special episode of Sales Pipeline Radio from the Innovation Pavilion at Cvent CONNECT 2025, Matt spoke with Monika Martin, Manager, Marketing Operations at Baker Tilly. Don't miss an episode! Subscribe to Sales Pipeline Radio or tune in live Thursdays at 11:30 PT | 12:30 MT | 1:30 CT | 2:30 ET on LinkedIn (also available on demand). In just 20 fast-paced minutes, host Matt interviews the brightest minds in sales and marketing, delivering actionable advice, best practices, and insights for B2B sales and marketing professionals. Sales Pipeline Radio was recently recognized as one of the 25 Best Sales Management Podcasts and Top 60 Sales Podcasts—don't miss out! You can subscribe right at Sales Pipeline Radio and/or listen to full recordings of past shows everywhere you listen to podcasts! You can even ask Siri, Alexa and Google or search on Audible!

Podcast del programa Imagen Empresarial transmitido originalmente el 04 de septiembre del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: John Elkington, escritor y asesor global en Sustentabilidad Corporativa (también fundador de SustainAbility y Volans) Tema: Sostenibilidad como elemento fundamental en la transformación de los sistemas alimentarios Entrevista: Manuel Aguilar, socio Director de Baker Tilly en México Tema: Participación en el BIVA Day desde Nueva York

On this episode of Healthy Outcomes, our host Mark Ross interviews Lisa McCracken, Head of Research and Analytics at the National Investment Center for Seniors Housing & Care (NIC). Together, Mark and Lisa discuss major trends shaping the future of senior housing across the U.S.Topics of discussion include: The upcoming NIC Conference in Austin, TX, from September 8-10, 2025 Occupancy trends and demand for senior housing and skilled nursing Differences in occupancy levels between Continuing Care Retirement Communities (CCRC) and those facilities that are not part of CCRCs Impact of construction costs, interest rate environment, inflation, etc. on new senior housing inventory and construction starts for senior housing Current state of workforce challenges and future projection of shortage in direct care workforce for senior housing and skilled nursing Differences between for-profit and not-for-profit developers and owners relative to decision-making processes, etc. related to new projects Value of collaboration between providers to improve the overall health of the senior services sector Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

My guest for Episode #323 of the My Favorite Mistake podcast is Grace Bourke, Consulting Director of the Performance Excellence Practice at Baker Tilly. With nearly 40 years of experience in healthcare quality improvement and industrial engineering, Grace has worked in clinical care, biotech, global public health, and senior leadership roles at organizations including Kaiser Permanente and Sutter Health.' Episode page Grace shares a very personal favorite mistake — the challenges of building a new home that turned into a nightmare of mold, leaks, and structural flaws. What began as a house problem quickly became a more profound lesson in trust, verification, and speaking up — themes that resonate far beyond construction and directly into the world of healthcare. “Trust and verify becomes trust and vigilant, educated verification.” – Grace Bourke She reflects on how her tendency to trust inspections and processes, while ignoring her own instincts, parallels what often happens in healthcare systems when leaders or staff don't feel psychologically safe to raise concerns. Grace connects her experience to the importance of leadership accountability, patient safety, and continuous improvement, noting that healthcare still struggles to admit mistakes and act decisively to prevent harm. We also talk about the role of psychological safety, second opinions, and lifelong learning, both in our personal lives and in healthcare. Grace shares how hobbies like glass fusing remind her that safe spaces for experimentation and “planned mistakes” can strengthen resilience, creativity, and growth. “We can't fix the whole world, but we can fix our small piece — and that makes a difference.” – Grace Bourke Questions and Topics: What's your favorite mistake? Was the mistake choosing this builder, or not verifying inspections before closing? Why do you think you didn't speak up more during the building process? How does this experience connect to psychological safety in healthcare? What have you learned about yourself from going through this? How do you put the house problems into perspective? Has the builder taken responsibility or apologized? What parallels do you see between this home-building experience and healthcare improvement? Why is it so hard for healthcare organizations to admit mistakes? What role does leadership play in creating safer systems? How do hobbies like glass fusing help you practice learning from mistakes? What do you mean by “the mistake you're planning”? What gives you hope for improvement in healthcare, despite the challenges?

Blake and David discuss how both AICPA and NASBA have officially endorsed a 120-hour CPA licensure pathway in the ninth edition of the Uniform Accountancy Act, validating Blake's long-standing advocacy against the 150-hour requirement. They also examine Baker Tilly's policy, which requires CPAs to remove their designations from email signatures and LinkedIn profiles due to alternative practice structures. They move on to the launch of GPT-5, praising its improved integration but noting concerning chart errors in OpenAI's presentation and ongoing hallucination issues. Rounding things out, they also discuss Trump's firing of newly-appointed IRS Commissioner Billy Long after just weeks in office, comparing it to his dismissal of the Bureau of Labor Statistics head over unfavorable job revision data.SponsorsOnPay - http://accountingpodcast.promo/onpay Keeper - http://accountingpodcast.promo/keeperMissive - http://accountingpodcast.promo/missive TeamUp - http://accountingpodcast.promo/teamupChapters(00:41) - AICPA and NASBA owe Blake an apology (02:35) - AI and GPT-5 Launch (04:17) - CPA License Controversy (13:04) - IRS and BLS Firings (24:54) - Tariffs and Economic Impact (37:13) - Impressive Results with GPT-5 (41:13) - Private Equity and Accounting Firms (45:16) - AI Errors in High-Stakes Presentations (56:41) - SEC's New Stable Coin Regulations (59:56) - China's Response to US Stable Coin Regulations (01:01:16) - KPMG and the Silicon Valley Bank Collapse (01:03:20) - Macy's Executive Bonuses Clawed Back (01:05:33) - Luckin Coffee's Auditor Penalized (01:08:34) - Mike Lynch's Estate Hit with $1 Billion Judgment (01:09:51) - Match Group's Stock Surge and Economic Optimism (01:12:58) - Final Thoughts and Continuing Education  Show NotesNASBA, AICPA give blessing to 120-hour CPA pathwayhttps://www.cfo.com/news/governing-bodies-of-accounting-give-blessing-to-120-hour-cpa-requirement/754033/ AICPA and NASBA Approve Model Legislation for New CPA Licensure Pathhttps://nasba.org/blog/2025/05/13/aicpa-and-nasba-approve-model-legislation-for-new-cpa-licensure-path/NASBA and AICPA Publish Ninth Edition of the Uniform Accountancy Act (UAA)https://nasba.org/blog/2025/07/22/nasba-and-aicpa-publish-ninth-edition-of-the-uniform-accountancy-act-uaa/Alaska Becomes the Latest State to Offer an Alternate CPA Pathway, With No Help From the Governorhttps://www.goingconcern.com/alaska-becomes-the-latest-state-to-offer-an-alternate-cpa-pathway-with-no-help-from-the-governor/CPA requirements by statehttps://www.cfo.com/news/cpa-requirements-by-state-cfo-accounting-updates-changes-150-hour/740328/Baker Tilly Secures Private Equity Investment in Largest CPA Transaction to Datehttps://insidepublicaccounting.com/2024/02/05/baker-tilly-secures-private-equity-investment-in-largest-cpa-transaction-to-date/Trump ousts Billy Long as IRS commissioner, names Bessent acting headhttps://www.cnn.com/2025/08/08/politics/billy-long-ousted-irs-commissionerIRS Commissioner Billy Long replaced after less than two monthshttps://www.npr.org/2025/08/08/nx-s1-5496549/irs-billy-long-trumpTrump removes Billy Long as IRS commissioner, giving him the shortest-ever tenure in the rolehttps://federalnewsnetwork.com/management/2025/08/trump-removes-billy-long-as-irs-commisioner-less-than-2-months-after-his-confirmation/OpenAI botches the charts in GPT-5 introductionhttps://flowingdata.com/2025/08/07/openai-botches-the-charts-in-gpt-5-introduction/GPT-5 Launch Demo Plagued With Catastrophically Dumb Errorshttps://futurism.com/gpt-5-demo-dumb-errorsSam Altman addresses 'bumpy' GPT-5 rollout, bringing 4o back, and the 'chart crime'https://techcrunch.com/2025/08/08/sam-altman-addresses-bumpy-gpt-5-rollout-bringing-4o-back-and-the-chart-crime/Introducing GPT-5https://openai.com/index/introducing-gpt-5/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube...

On Friday, Baker Tilly Executive Recruitment announced they were going out of business. It was the culmination of two years worth of work highlighting their poor treatment of candidates and mediocre work product. It all started in July 2023 when I published my first podcast episode about the Canfield, Ohio search. Just a few months earlier, Baker Tilly had purchased Management Partners out of Ohio and were seemingly expanding their dominance in the local government sector. Back then I had fewer than 500 followers and Baker Tilly appeared too big to fail and I was out of mind to even think of publicly criticizing one of the largest recruitment firms in the game. While I am happy to have engineered their collapse -- now what? SHOW NOTES Previous episodes about Baker Tilly: What the hell is going on in Canfield, Ohio? | Ep. 06 Who will hold Baker Tilly and other recruiters accountable? | Ep. 09 Baker Tilly Hides Dirty Secret from Hutchinson City Manager Candidates Baker Tilly Gets Embarrassed in Deltona, Florida | Ep. 25 AAME JOB BOARD: The American Association of Municipal Executives has a free job board exclusively focused on executive and senior level local government recruitments. To post a job, go to: https://jobs.aame.org/ AAME Membership Waitlist Sign Up Link: https://app.youform.com/forms/f9ulo0uh SUPPORT THE PODCAST: Subscribe to my FREE weekly newsletter hosted on LinkedIn. It is called the "City Manager News & Job Board" newsletter and can be found here: https://www.linkedin.com/newsletters/city-manager-rtrs-job-board-7164683251112992768/ If you would like to support the podcast by making a donation, please use the "Buy Me A Coffee" link. Please rate and review the podcast on Apple or your preferred platform if you enjoy the show. It helps tremendously. But more importantly, refer your friends and peers to podcast through personal conversations and posts on your social media platforms. Joe Turner's LinkedIn Page City Manager Unfiltered YouTube Page - Subscribe Today! Note: Page may contain affiliate links. As an Amazon Associate I earn from qualifying purchases.

Peggy Smedley and Brian Kassalen, principal and construction industry leader, Baker Tilly, talk about AI (artificial intelligence) in construction. He says construction contractors have been slow to adopt technologies, but you can't have a conversation today with a contractor without having some conversation about AI. They also discuss: Historical labor challenges in construction and how AI can help contractors protect margins. How machine learning, digital twins, and predictive analytics can help. How AI can help with bidding and negotiation. bakertilly.com  (8/5/25 - 931) What You Might Have Missed:  AI in the Steel Industry Construction Safety: A Tech Toolbox Talk AEC: Two Big Challenges IoT, Internet of Things, Peggy Smedley, artificial intelligence, machine learning, big data, digital transformation, cybersecurity, blockchain, 5G, cloud, sustainability, future of work, podcast, Brian Kassalen, Baker Tilly This episode is available on all major streaming platforms. If you enjoyed this segment, please consider leaving a review on Apple Podcasts.

Podcast del programa Imagen Empresarial transmitido originalmente el 05 de agosto del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Adrian Bueno, socio director de Legal de Baker Tilly en México Tema: Prevención de Lavado de Dinero

This month's Security Management Highlights episode features three compelling conversations with industry experts, starting with a chat with Ontic's Cynthia Marble about a new step on the pathway to violence—step zero—and how it provides an even earlier opportunity to prevent escalation, if you're paying attention. Then, Jeff Krull from Baker Tilly outlines some of the risk management challenges when an organization swiftly switches third-party partners and vendors and how cybersecurity professionals can step in. Lastly, Sean Spence, APP, at AON Corporation takes us outdoors to talk about scalable and adaptable security at events. Additional Resources What are the steps on the pathway to violence? Watch this video from Security Management to learn more: https://www.youtube.com/watch?v=job8p3x4uEw&list=PLEIon2_1tJwVHbHlEnyMgNjdMnm0xO_vP&index=67 The U.S. Secret Service's Exceptional Case Study Project is available here: https://nij.ojp.gov/library/publications/preventing-assassination-secret-service-exceptional-case-study-project Want to learn more from Jeff Krull about cybersecurity and vendor management? Read his article here: https://www.asisonline.org/security-management-magazine/monthly-issues/security-technology/archive/2025/august/shifting-battleground-of-cybersecurity-risk-management-for-manufacturers/ For more about manufacturing security, read the latest issue of Security Technology: https://www.asisonline.org/security-management-magazine/monthly-issues/security-technology/archive/2025/august/ Having trouble connecting with executives about risk management? Try some of the guidance from Security Management's coverage about metrics and connecting with stakeholders: https://www.asisonline.org/security-management-magazine/articles/2025/03/metrics/ Learn more about securing outdoor events, concerts, and festivals in Security Management's July coverage: https://www.asisonline.org/security-management-magazine/articles/2025/07/concerts/ Sean Spence outlined the four distinct categories of live events in his Security Management article here: https://www.asisonline.org/security-management-magazine/articles/2025/07/concerts/live-event-risk-management/ Read about the dangers of extreme weather and temperatures on security here: https://www.asisonline.org/security-management-magazine/articles/2025/05/extreme-temperatures/

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. With Californians increasingly seeking refuge in lower-tax states, this episode promises to equip you with essential knowledge for a successful transition. Unravel the complexities of establishing new roots beyond California's borders as Chris walks us through the meticulous steps required to substantiate your new residency claim. From obtaining a driver's license to actively participating in local community life, each action plays a crucial role in convincing the Franchise Tax Board of your move's permanency. We also touch on how these changes can affect your charitable giving habits, potentially shifting your support to organizations within your new home state. Don't miss Chris's expert advice on maintaining proper documentation and timing your financial transactions to avoid unwanted scrutiny during residency audits. Concluding our conversation, Chris offers invaluable insights on managing the emotional and practical aspects of selling a family home when relocating. Chris clearly demonstrates his commitment to providing top-notch guidance to clients both within and outside California. Listening, you'll hear the benefit of his wealth of experience and ensure you're prepared for any potential tax obligations that may arise as you embark on your new adventure. Contact Chris at chris.parker@bakertilly.com or call Chris: 916-503-8266 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Tax and Relocation Services Conversation Chris Parker from Moss Adams discusses tax-compliant relocation services for Californians, the firm's merger with Baker Tilly, and the trend of Californians moving to lower-tax states. (11:46) Establishing Residency in a New State Timing, residency verification, and impact on charitable giving are important considerations when relocating from California. (24:00) Residency and Tax Considerations for Relocation Understanding tax implications and residency rules when selling a family home and moving to a new state. (38:20) Residency Audit and Tax Advice Nature's residency challenges when moving from CA to another state, including FTB audits and maintaining consistent activity patterns. (44:20) Expert Advice From Chris Parker Nature's financial advice from Chris Parker of Moss Adams, upcoming merger with Baker Tilly, and gratitude for his contributions.

Podcast del programa Imagen Empresarial transmitido originalmente el 10 de junio del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Juan Pablo Ríos y Valles, director de Asuntos Públicos y Comunicación de Michelin México y Centroamérica y presidente de la Cámara Nacional de la Industria Hulera Tema: Cierre de planta Entrevista: Pedro Canabal, socio de Baker Tilly y catedrático de la Universidad Panamericana Tema: Plan México: ¿el mecanismo estratégico para los negocios ante la guerra comercial?

Podcast del programa Imagen Empresarial transmitido originalmente el 23 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Miguel Del Olmo, socio director de Consultoría de Baker Tilly en México y Jaime Ortega, socio de Consultoría de Baker Tilly en México Tema: Fusiones y Adquisiciones en México este 2025 Lo más destacado de M&A

Podcast del programa Imagen Empresarial transmitido originalmente el 19 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: José Roberto Solano Pérez, Gerente de Análisis Económico, Cambiario y Bursátil en Monex Tema: **¿Qué percepción tienen los inversionistas del entorno económico y bursátil, después de una semana previa positiva? **¿Qué datos económicos esperar para la semana? Entrevista: Humberto Rojas, socio de Consultoría de Baker Tilly en México Tema: Fusiones y Adquisiciones en México este 2025

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse.  Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless “accumulation.” Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as the former CEO and Chairman of Baker Tilly. As leader, he successfully scaled the organization from $475 million to $1.5 billion, demonstrating a keen understanding of strategic growth and operational maturity.  Currently, Alan runs an advisory practice where he shares his expertise in scaling firms and implementing best practices for growth. He is a sought-after speaker and thought leader, regularly publishing insights on leadership and organizational development through his weekly newsletter.  Alan is also active on LinkedIn, where he connects with professionals across the industry.

Podcast del programa Imagen Empresarial transmitido originalmente el 6 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Pedro Canabal, socio de Baker Tilly y Exadministrador Central de Planeación de Comercio Exterior del SAT Tema: Aranceles de EU y el Plan México

Recorded live at the 2025 GeekWire Awards in Seattle, this episode features industry leaders navigating a shifting tech and political landscape. Amid celebrations of AI breakthroughs, startup milestones, and community-building, guests discuss deeper concerns: capital flight, regulatory headwinds, and what the region needs to retain its innovation edge. Featured on the show: Ambika Singh, founder and CEO of Armoire (Workplace of the Year winner) Joseph Williams, Washington State Department of Commerce (Public Policy Champion for Innovation) Emer Dooley, Creative Destruction Lab, University of Washington (Geeks Give Back honoree) Laura Ruderman, CEO of the Technology Alliance Aviel Ginzburg, co-founder at Foundations (Geeks Give Back honoree) Anand Subbaraj, CEO of Zuper (CEO of the Year finalist) Related coverage: GeekWire Awards 2025 revealed: Community ‘alive and well’ at annual celebration of best in tech Photos: Inside the GeekWire Awards, where it was ‘game on’ for a night of networking and more Presented by Astound Business Solutions, with category sponsors BECU, Baker Tilly, JLL, WTIA, Alltech, Wilson Sonsini, and First Tech. With GeekWire co-founder Todd Bishop.See omnystudio.com/listener for privacy information.

In this podcast episode, Anthony and Stephen unpack the return of mega mergers, from Capital One's $35.5bn takeover of Discover Financial to Nomura's strategic $2bn acquisition.Plus, they dive into why private equity is reshaping the accountancy world through massive consolidation plays like Baker Tilly and Grant Thornton.Whether you're aiming for banking, asset management, accounting, private equity, or advisory, this is essential insight to stay ahead of the curve.(00:00) Introduction to M&A Deals(02:05) Capital One's $35.5 Billion Acquisition(09:02) Nomura's Strategic Acquisition of Macquarie(16:00) Baker Tilly's Acquisition of Moss Adams(25:50) Grant Thornton's Fragmented Structure and PE Involvement***Take a free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...

A Loop office tower developer is planning a restaurant on Randolph. Crain's reporter Ally Marotti talks about the move with host Amy Guth.Plus: Bears' Arlington Heights stadium push hits "significant milestone," Baker Tilly merging with Moss Adams to create sixth-biggest U.S. accounting firm, developer pitches 30-story apartment tower for Fulton Market site and Thoma Bravo buys Boeing digital businesses for $10.6 billion.

Ries McQuillan, Senior Manager of Business Development at Baker Tilly, joins us to talk about his unconventional path from selling Cutco knives to becoming a relationship-driven leader in Boston's startup ecosystem. In this episode, we dive into how Reese built a career on partnerships, why patience is critical in sales, and how Baker Tilly supports startups—from pre-seed through IPO. Whether you're a founder, ecosystem connector, or just love a good startup story, this one's for you.  

CISA urges senior government officials to enhance mobile device security. Russian state-sponsored hacker group Sandworm is targeting Ukrainian soldiers. A website bug in GPS tracking firm Hapn is exposing customer information. Multiple critical vulnerabilities have been identified in Sharp branded routers. Ireland's Data Protection Commission fines Meta $263 million for alleged GDPR violations. Google releases an urgent Chrome security update to address four high-rated vulnerabilities. Cyberattacks on India-based organizations surged 92% year-over-year. Cybercriminals target Google Calendar to launch phishing attacks. Fortinet patches a critical vulnerability in FortiWLM. Juniper Networks warns of a botnet infection targeting routers with default credentials. Our guest is Jeff Krull, principal and practice leader of Baker Tilly's cybersecurity practice, with advice on using employee access controls to limit internal cyber threats. When is “undesirable” a badge of honor? Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Our guest is Jeff Krull, principal and practice leader of Baker Tilly's cybersecurity practice, talking about using employee access controls to limit internal cyber threats. Selected Reading CISA urges senior government officials to lock down mobile devices amid ongoing Salt Typhoon breach (The Record) Sandworm-linked hackers target users of Ukraine's military app in new spying campaign (The Record) Tracker firm Hapn spilling names of thousands of GPS tracking customers (TechCrunch) Multiple security flaws reported in SHARP routers (Beyond Machines) Meta fined $263 million for alleged GDPR violations that led to data breach (The Record) Update Google Chrome Now—4 New Windows, Mac, Linux Security Warnings (Forbes) India Sees Surge in Banking, Utilities API Attacks (Dark Reading) Google Calendar Phishing Scam Targets Users with Malicious Invites (Hackread) Fortinet Patches Critical FortiWLM Vulnerability (SecurityWeek) Juniper Warns of Mirai Botnet Targeting Session Smart Routers (SecurityWeek) Recorded Future CEO Calls Russia's “Undesirable” Listing a “Compliment” (Infosecurity Magazine) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices