Podcast appearances and mentions of baker tilly

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.

With new tax credits, compliance updates, and evolving regulations, Canada's tax landscape can be challenging to navigate. In this episode of The Wealth Exchange, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of Canada's largest independent accounting and business advisory firms, to break down what these recent changes mean for planning, investment, and compliance. Drawing on his extensive experience guiding clients through tax planning, compliance, and investment strategies, Matt explores both the enhancements designed to encourage investment, such as expanded SR&ED credits, flow-through share incentives, accelerated capital deductions, and the potential pitfalls that business owners need to watch for, from AMT considerations to emerging CRA review priorities. For business owners and investors seeking clarity, this episode offers a practical, expert-led perspective on navigating Canada's evolving tax landscape, highlighting the areas of opportunity, the areas of risk, and what thoughtful planning can achieve. For details on Baker Tilly's advisory services, or to connect with Matt Baker, visit https://www.bakertilly.com/

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

Tetiana Shyker ist 2022 aus der Ukraine in die Schweiz geflüchtet und fand dank dem internationalen Baker Tilly Netzwerk bereits wenige Wochen später eine neue berufliche Perspektive bei der OBT AG. Heute arbeitet sie in Zürich als Sachbearbeiterin Treuhand und spricht über ihren Weg von Baker Tilly Ukraine zur OBT, über Sprachbarrieren, internationale Kundenbeziehungen und persönliche Entwicklung. Die Folge zeigt, wie stark und wirkungsvoll globale Netzwerke Mitarbeitende in herausfordernden Situationen unterstützen können. Zudem spricht Tetiana über ihre beruflichen Ziele und teilt eine persönliche Buchempfehlung.

Un algorithme peut-il être loyal ? Comment garantir transparence et confiance vis-à-vis des utilisateurs ? Dans ce nouvel épisode des Causeries Data, Nathalie Laneret, vice-présidente Public Affairs de Criteo, revient sur la manière dont l'entreprise articule innovation et respect des droits fondamentaux dans un environnement réglementaire en pleine recomposition ; et appelle à plus de clarté juridique pour innover en confiance. Réguler sans freiner : comment dépasser le faux débat entre conformité et innovation ? Bonne écoute.Nathalie LaneretNathalie Laneret est vice-présidente des Affaires Publiques et Gouvernementales chez Critéo. Femme de tech, ancienne DPO de Capgemini, elle défend une utilisation éthique des données. Avocate inscrite aux barreaux de Paris et de New York, elle est une voix influente dans la protection des données et l'intelligence artificielle.France CharruyerFrance Charruyer est fondatrice d'Altij & Oratio Avocats, réseau Baker Tilly, avocate en propriété intellectuelle, technologies de l'information et protection des données, DPO / AI Officer. Présidente de l'association d'intérêt général Data Ring, fondatrice du Lab IA Data Ring, elle s'engage activement pour une gouvernance éthique et responsable des données, au service d'une innovation durable et sécurisée.Elle est chargée d'enseignement à l'INSA sur les enjeux de l'IA de confiance, et intervient à l'Université Paris-Dauphine dans le cadre du D.U. RGPD et délégué à la protection des données. Elle enseigne également à l'Université Toulouse 1 Capitole (Master II DJCE – Master II Propriété Intellectuelle) ainsi qu'à Toulouse Business School (TBS) sur la gouvernance des données, les cyber-risques, et les enjeux liés à l'entrepreneuriat et aux startups.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Google introduit l'IA Overview, une technologie qui transforme radicalement la présentation des résultats de recherche. Cette évolution relance des questions essentielles : quelle place pour l'internaute et son autodétermination informationnelle ? Comment préserver le pluralisme dans un environnement filtré par l'IA ? Et quelles conséquences pour les entreprises françaises, confrontées à une visibilité entièrement redéfinie ?France Charruyer reçoit Benoit Tabaka, directeur des affaires publiques de Google France.Benoît Tabaka, né en 1978, est un spécialiste reconnu des politiques numériques et directeur des affaires publiques de Google France. Juriste de formation, il fonde dès 1998 l'Association des internautes mécontents, puis contribue aux travaux du Forum des droits sur l'internet. Après des fonctions chez PriceMinister et la création de l'ASIC, il devient en 2011 secrétaire général du Conseil national du numérique avant de rejoindre Google en 2012, où il pilote aujourd'hui les grands dossiers de régulation.France Charruyer est fondatrice d'Altij & Oratio Avocats, réseau Baker Tilly, avocate en propriété intellectuelle, technologies de l'information et protection des données, DPO / AI Officer. Présidente de l'association d'intérêt général Data Ring, fondatrice du Lab IA Data Ring, elle s'engage activement pour une gouvernance éthique et responsable des données, au service d'une innovation durable et sécurisée.Elle est chargée d'enseignement à l'INSA sur les enjeux de l'IA de confiance, et intervient à l'Université Paris-Dauphine dans le cadre du D.U. RGPD et délégué à la protection des données. Elle enseigne également à l'Université Toulouse 1 Capitole (Master II DJCE – Master II Propriété Intellectuelle) ainsi qu'à Toulouse Business School (TBS) sur la gouvernance des données, les cyber-risques, et les enjeux liés à l'entrepreneuriat et aux startups.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Im internationalen Baker Tilly Netzwerk gewinnt die Zusammenarbeit über Ländergrenzen hinweg immer mehr an Bedeutung – insbesondere für Unternehmen im gehobenen Mittelstand. In dieser Folge spricht Muriel mit Sven Fladrich von Baker Tilly Deutschland darüber, wie OBT als Baker Tilly Switzerland gemeinsam mit internationalen Partnern Mandanten betreut, welche Vorteile sich aus gemeinsamer Sprache, kurzen Wegen und abgestimmten Services ergeben und weshalb „alles aus einer Hand weltweit“ gerade heute ein entscheidender Mehrwert ist.

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.  

When your budget update sounds like “not much to see here,” you know it's been a quiet year in tax, but that doesn't mean there isn't a lot to unpack.  Frankie and Sarah sit down with Baker Tilly tax partner Rosa Maria Iuliano, who's been locked in on federal budgets for over two decades (yes, … Read More Read More

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.

Im internationalen Baker Tilly Netzwerk gewinnt das Outsourcing von Accounting und Payroll immer mehr an Bedeutung – für KMU wie auch für Grossunternehmen. In dieser Folge spricht Muriel mit Andreas Schmidlin darüber, wie Unternehmen von globalem Know-how, Stellvertretungslösungen und Full-Outsourcing profitieren und welche Rolle OBT dabei im Netzwerk übernimmt.

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

Language, collaboration, and leadership training turned competition into cohesion.The DisruptorsWith Liz FarrWhen Alan Whitman became Baker Tilly's CEO, he was caught between two warring camps. On one side were the legacy partners who had built the organization and “wanted to continue doing things the way that we've always done them because we've been so successful.” That side was afraid of “losing what they had built.” In the other camp were the new partners who wanted to change “to what they were promised, what they signed on to by becoming part of Baker Tilly.” The newcomers wanted “to move faster and do it differently.”  MORE STREAMING: Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years | Telka: Transform Fear into Fuel | Woodard: Move Past Reports; Deliver Results | As Whitman describes in his new book, “Break the Mold: How to Achieve Transformational Change Scale and Grow Simultaneously, the conflict was resolved over time, one conversation, one small meeting at a time. “It would be more evolution, not revolution,” Whitman says.  Whitman's book, part memoir and part practical guide, describes his time leading one of the largest accounting firms in the US through a fundamental transformation. “We're a storied profession, the CPA profession, and we are an incremental type of people,” Whitman explains. The transformation Whitman had in mind needed a different approach, as he says in his previous appearance on The Disruptors. “Break the mold is designing new ways of doing things to achieve results that we don't think can happen, or don't even think that are possible.”  

Entre innovation, performance et respect du consentement, comment concilier efficacité publicitaire, transparence et explicabilité des algorithmes d'intelligence artificielle ?France Charruyer reçoit Liva Ralaivola, directeur du Criteo AI Lab, pour explorer les tensions entre recherche, éthique et business : détection des biais, gouvernance de l'IA, nouvelles places de marché de la donnée… et les dilemmes d'un marketing responsable à l'ère de l'automatisation.Liva RalaivolaLiva Ralaivola est Vice-Président Recherche chez Criteo et dirige le Criteo AI Lab, le laboratoire d'intelligence artificielle de l'entreprise. À la tête d'une équipe de plus de 100 chercheurs et ingénieurs, il pilote les travaux de recherche et d'innovation en IA ainsi que leur intégration dans les produits de Criteo.Entré chez Criteo en 2018 comme chercheur à temps partiel, il y a pris la direction de la recherche en 2019. Parallèlement, Liva Ralaivola est professeur à l'Université d'Aix-Marseille (AMU), où il contribue activement au développement de la recherche académique en apprentissage automatique.France CharruyerFrance Charruyer est fondatrice d'Altij & Oratio Avocats, réseau Baker Tilly, avocate en propriété intellectuelle, technologies de l'information et protection des données, DPO / AI Officer. Présidente de l'association d'intérêt général Data Ring, fondatrice du Lab IA Data Ring, elle s'engage activement pour une gouvernance éthique et responsable des données, au service d'une innovation durable et sécurisée.Elle est chargée d'enseignement à l'INSA sur les enjeux de l'IA de confiance, et intervient à l'Université Paris-Dauphine dans le cadre du D.U. RGPD et délégué à la protection des données. Elle enseigne également à l'Université Toulouse 1 Capitole (Master II DJCE – Master II Propriété Intellectuelle) ainsi qu'à Toulouse Business School (TBS) sur la gouvernance des données, les cyber-risques, et les enjeux liés à l'entrepreneuriat et aux startups.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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/

In part 3 of our series: HR in the Age of AI - Opportunities and Obstacles, our guests share their diverse perspectives on skills, tools, and relationships HR professionals need to effectively manage and lead in the age of AI. The conversation also touches upon overcoming the fear of AI with practical advice on low-risk initiatives and personal experimentation.Special thanks to our contributors:Blair Corcoran de Castillo - As Opportunity@Work's Vice President of Policy, Blair leads the organization's partnerships with the public sector, guiding the strategy to support policy shifts to enable STAR mobility nationally and in regions across the U.S.Shane Lloyd - As the Chief Diversity Officer at Baker Tilly, Shane leads the firmwide diversity, inclusion, and belonging strategy and advises executive leadership at Baker Tilly. Prior to joining the top 10 professional services firm based in the United States, he worked at Amazon within their Worldwide Consumer and Global DEI teams.Audrey Mickahail - is Senior Vice President, Private Sector & Membership Experience, at Opportunity@Work. In this role, she is responsible for the organization's Private Sector business as well as the team that ensures a high quality and consistent customer experience with Opportuniy@Work through its service offerings to help employers, philanthropies, regional consortia, and the public sector enable economic mobility for workers who are Skilled through Alternative Routes (STARs).Celeste Warren - is Vice President, Global Diversity and Inclusion Center of Excellence. As the leader for Merck's Global Diversity and Inclusion Center of Excellence, she is responsible for working with Merck's global leaders to advance and embed diversity and inclusion throughout the organization to enhance the employee experience and maximize business performance. Business, Engagement, Human Resources, Management, Thought Leadership, Return to work, Inclusion, Hybrid work, AI, phillyshrm.org

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

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today I'm joined by David Sacarelos, a principal at Baker Tilly. We do a deep dive into the penalties under the Internal Revenue Code sections that apply to insider transactions involving private foundations. Using a recently issued IRS Chief Counsel memorandum, we look at the circumstances of loans by a private foundation that led to significant penalties for indirect self-dealing and jeopardizing investments. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel David M. Sacarelos, CPA, CGMA, Principal, Baker Tilly US, LLP Chief Counsel Memo 202504014 IRS Form 4720   EO Radio Show #117: REFRESH Nonprofit Basics: Insider Transactions and Nonprofits Farella YouTube podcast channel Clarifying Notes: (17:06) The $20,000 maximum first-tier tax imposed on foundation managers is not indexed for inflation. (20:59) Per Rev. Ruling 78-76, a private foundation trustee was determined to have participated in a self-dealing transaction both as a disqualified person and as a foundation manager. Consequently, he was found liable for both the tax imposed on self-dealing under IRC Sec. 4941(a) and the tax imposed on foundation managers under IRC Sec. 4941(a)(2). Depending on the facts and circumstances, it is possible to be taxed both as foundation manager and as a disqualified person. If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

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.  

In this episode of BuzzHouse, host Garrick Gibson welcomes Jolena Presti, managing director in Baker Tilly's development and community advisory practice, to break down what's really working in the fight to fix our housing crisis. With state and local governments shifting policies and communities leaning into strategic land reuse and streamlined permitting, Jolena shares insights from the American Planning Association's National Planning Conference and from her own experience in the field. Follow UsTwitter @BakerTillyUSFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tillywww.bakertilly.com

Steve Grzanich has the business news of the day with the Wintrust Business Minute. A big Chicago accounting and consulting firm is working on a merger that could push it into the industry’s top ten. Baker Tilly is in talks to merge with Seattle-based Moss Adams, according to multiple reports. If the deal goes through, […]

Even in a period of unprecedented change across the GovCon ecosystem, industry observers across-the-board remain certain that agencies and contractors alike will have more supply chain security requirements to navigate.Leo Alvarez, a principal in Baker Tilly's government contractor solutions practice, joins for this episode to go over the industrial side of that equation and how contractors can approach supply chain risk management as a partnership with their government customers.As Alvarez tells our Ross Wilkers, contractors increasingly must detail their supply chain risk management frameworks to agencies in proposals to win the contracts. Putting those frameworks into repeated practice is also a business strategy that goes beyond just complying with regulations.The CMMC cyber and supply chain standard for the industrial base also features throughout their conversation, given its finalization is an inevitability. Alvarez also explains how CMMC is part of the whole in the supply chain conversation, as opposed to being the whole.

Podcast del programa Imagen Empresarial transmitido originalmente el 11 de marzo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Pedro Casas-Alatriste, director general de la AmCham Tema: Relación México - EU Entrevista: Pedro Canabal, socio de Baker Tilly y exAdministrador Central de Planeación de Comercio Exterior del SAT Tema: Aplicación de aranceles y sus implicaciones

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