Podcasts about BDO

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, accounting ranked 90th out of 100 best jobs, a film production accountant who embezzled $2 million for Vegas stays and sugar daddy payments, and the Supreme Court hearing arguments on whether Trump's tariffs amount to an illegal $3 trillion tax.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingChapters(00:00) - Welcome to the Accounting Podcast Live from Intuit Connect (01:16) - Top Story: BDO vs. Going Concern (05:02) - The Fraud Triangle and Independence in Accounting (08:21) - BDO's Response to Allegations (18:02) - Accountants Rank 90th Best Job in the US (19:38) - Stablecoins and Treasury Management (20:28) - Trump Pardons Binance Founder (24:29) - Positive Hiring Outlook in Accounting (25:41) - Impact of Trump's Tariffs (28:44) - Challenges for Small Businesses Due to Tariffs (32:46) - Workplace Friendships and Pay Cuts (34:35) - App News: Keeper Rebrands to Double (37:53) - AI Adoption in Accounting (45:25) - Fraud in Film Production Accounting (48:15) - Private Equity in Accounting Firms (50:49) - Conclusion and Upcoming Events  Show NotesA Message from CEO Wayne Berson to BDO USA Professionals https://www.bdo.com/insights/press-releases/a-message-from-ceo-wayne-berson-to-bdo-usa-professionalsAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtAccountants Hold the 90th Best Job in U.S. News & World Report's 2025 Rankinghttps://www.cpapracticeadvisor.com/2025/10/27/accountants-hold-the-90th-best-job-in-u-s-news-world-reports-2025-ranking/171733/Accountant - Career Rankings, Salary, Reviews and Advice https://money.usnews.com/careers/best-jobs/accountantTrump pardons Binance founder Changpeng Zhao, aka "CZ" https://www.cnbc.com/2025/10/23/trump-pardons-binance-founder-cz-zhao.htmlThe Accounting Firm Weighing Private-Equity Ownership After Years of Ignoring Calls https://www.wsj.com/articles/the-accounting-firm-weighing-private-equity-ownership-after-years-of-ignoring-calls-8b7377fcCrowe Ponders PE Investment Amid Middle Market Firm Shake-Up https://news.bloombergtax.com/financial-accounting/crowe-ponders-pe-investment-amid-middle-market-firm-shake-upThe Disproportionate Effects of Declining Interest Within Different Accounting Fields: An Uneven Pipeline (CPA Journal)https://www.cpajournal.com/2025/10/22/the-disproportionate-effects-of-declining-interest-within-different-accounting-fieldsMovie Accountant Charged with Embezzling Nearly $2M From Indie Films https://www.cpapracticeadvisor.com/2025/08/12/movie-accountant-charged-with-embezzling-nearly-2m-from-indie-films/167240/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: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Join Philip and Curtis for the big car retailing stories and all the chatter that matters on this week's Motor Trade Radio podcast, powered by MOTORS.   ⚠️ Is the Motability scheme set for a tax upset in the Budget?

Mayor Brandon Johnson's $16.6 billion budget revives the head tax and tests the limits of his support in the City Council. Crain's reporter Justin Laurence discusses with host Amy Guth.Plus: Cboe looks to extend options hours in overnight trading push, nearly 2 million Illinoisans set to lose SNAP benefits amid congressional stalemate, BDO faces a reputational test after the First Brands bankruptcy, Medline net sales in first half reach $13.5 billion ahead of IPO and Spirit Halloween to open Christmas-themed stores in Illinois this season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte's AI ‘workslop' refund, shutdown-driven IRS and air travel woes, the IRS's new “CEO” and crypto ties, OpenAI's personal finance play, EY's audit rebound, BDO's ESOP squeeze, and crypto funds courting CPA clients.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingAssembly - http://accountingpodcast.promo/assemblyChapters(01:35) - Deloitte's AI Report Scandal (09:05) - Government Shutdown Impact on IRS and Air Travel (23:56) - AI in Accounting: Risks and Opportunities (34:49) - Competing with the Status Quo (35:38) - Pricing Bookkeeping Services (36:31) - Standardizing Services Based on Price (37:14) - Client Needs vs. Service Offerings (38:00) - The Monthly Close Obsession (40:01) - Broken Charts in Financial Reports (43:15) - Cracker Barrel Logo Controversy (47:08) - EY's Audit Quality Turnaround (49:53) - Crypto Investment Schemes (55:48) - BDO's Financial Struggles (01:00:34) - Conclusion and Announcements  Show NotesDeloitte to partially refund Australia for report with apparent AI-generated errors https://abcnews.go.com/Technology/wireStory/deloitte-partially-refund-australian-government-report-apparent-ai-126281611Claude Exposed My Co-Founder's $2M Theft — AI Evidence Turned Into Lawsuit https://techbullion.com/claude-exposed-my-co-founders-2m-theft-ai-evidence-turned-into-lawsuit/New Research: 20% of Americans use AI tools 10X+/month, but growth is slowing and traditional search hasn't dippedhttps://sparktoro.com/blog/new-research-20-of-americans-use-ai-tools-10x-month-but-growth-is-slowing-and-traditional-search-hasnt-dipped/The Danger of Bad Charts https://www.cpajournal.com/2025/10/10/the-danger-of-bad-charts-2/Cracker Barrel's logo controversy was driven by bots https://www.nrn.com/casual-dining/cracker-barrel-s-logo-controversy-was-driven-by-bots-what-operators-should-learn-from-thisOur commitment to audit quality — Ernst & Young LLP's 2025 report https://www.ey.com/en_us/assurance/audit-quality-reportEY drops clients to improve audits after leading Big Four in deficiencies https://www.cfobrew.com/stories/2024/08/27/ey-drops-clients-to-improve-audits-after-leading-big-four-in-deficienciesOpenAI Buys Personal Finance App Roi https://www.pymnts.com/acquisitions/2025/openai-buys-personal-finance-app-roi/With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personalized-consumer-ai/BDO USA Expands Professional Services Capabilities Through HORNE https://www.bdo.com/insights/press-releases/bdo-usa-expands-professional-services-capabilities-through-horneAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtNeed 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: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe ...

In this episode of Private Markets 360°, we welcome Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader, BDO. They share their expertise in tax structuring and management consulting, offering insights into the current private equity landscape. The discussion highlights the challenges and opportunities in deal structuring, the importance of understanding tax implications, and the need for adaptability in today's investment environment.  Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Nate Collins and Jessica Wadd, BDO Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

Illinois says it's already facing a $267 million budget shortfall. Crain's reporter John Pletz discusses with host Amy Guth.Plus: Chicago auditor BDO cuts jobs under pressure from Apollo debt and client's collapse, Metra to increase fares to plug budget gap, cash-strapped CPS taps $200 million from credit line, Magnetar sold $1.9 billion in CoreWeave shares as insiders and investors started cashing in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured   Wall Street's “smartest guys in the room” just lost $2 billion—and called it business as usual. In this episode:The stunning First Brands bankruptcy and how billions vanished overnightWhy “financial engineers” create disasters they don't even understandThe same fraud and gimmicks that fueled 2008 are alive and well todayHow auditors like BDO stamped “clean” reports while cash disappearedThe Apollo Global conflict of interest that reeks of insider corruptionIf something doesn't make sense—it's probably a scam.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the third episode in a short series about using AI for impact and how nonprofits can work smarter in the digital age. In today's episode, I am again joined by Sly Atayee and Kirstie Tiernan from BDO. We delve into the risks and realities of adopting AI in the nonprofit sector. From securing donor data to preventing bias and managing tool sprawl, we explore how nonprofits can protect their mission while embracing innovation.  Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel Sly Atayee, Director, BDO USA, Certified Fraud Examiner Kirstie Tiernan, Principal - Digital Go-to-Market Leader, Labs Practice Leader, BDO USA BDO USA: The Top AI Risks in the Nonprofit Sector EO Radio Show AI YouTube playlist EO Radio Show #136: AI on a Shoestring: A Startup Nonprofit's Real-Life Journey EO Radio Show #137:  Leading With AI: Nonprofit Management and Boardroom Perspectives COSO Integrated Internal Control Framework Executive Summary EO Radio Show Nonprofit Fraud Prevention YouTube playlist EO Radio Show #84: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations 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.

Let us know what's on your mindEuropean nights can change a season—and a balance sheet. We break down how Shelbourne and Shamrock Rovers step into the UEFA Europa Conference League with around €3.8m already secured and a clear path to push total earnings past €5m with a couple of smart results. Beyond the headline story, we shine a light on the local heartbeat of Irish sport: multinationals backing GAA clubs, the first speakers for our Sport for Social Good conference, and commercial momentum with BDO extending its relationship with Leinster Rugby. Today's show is in partnership with GAA+, raising broadcast standards at home and abroad for our national games.Listen in each morning for a crisp, five‑minute pulse check on money, matchdays, and meaningful impact. If you enjoy these daily briefings, follow the show, leave a quick review, and share it with a friend who lives for Irish sport. Find out more about what we do day in day out at Sportforbusiness.comWe publish a daily news bulletin and host regular live events on a wide range of sporting subjects. Subscribe to the podcast wherever you get your podcasts from and look forward to more upcoming chats on leadership and the business of sport.Our upcoming live events on Future Proofing Irish Sport, Children and Sport and Sport for Social Good, as well as plenty more, are live on the Sport for Business website, and we'd love to have you join us.

FirstMetroSec's Anjz Baccay shares our updated insights on BDO Unibank Inc. (BDO). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the second installment in a three-part series about using AI for impact and helping nonprofits work smarter in the digital age. We explore how nonprofits can leverage artificial intelligence to do more good.  In the previous episode, we discussed how AI can empower small nonprofits. Today, I'm joined again by Sly Atayee and Kirstie Tiernan from BDO, and we're shifting gears slightly to examine how nonprofit leaders and board members can approach AI strategically.  Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel Sly Atayee, Director, BDO USA, Certified Fraud Examiner Kirstie Tiernan, Principal - Digital Go-to-Market Leader, Labs Practice Leader, BDO USA BDO USA: The Top AI Risks in the Nonprofit Sector EO Radio Show #136: AI on a Shoestring: A Startup Nonprofit's Real-Life Journey EO Radio Show AI YouTube playlist EO Radio Show #84: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations 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.

This week on The Art of SBA Lending, we're doing something special: a Money Store reunion episode. The Money Store pioneered the Business Development Officer (BDO) model and revolutionized the SBA lending industry, holding the top position for 16 consecutive years. Host Ray Drew brings together four Money Store alumni-John Handmaker, Vince Calicchia, Joe Weiner, and Sam Renta-to share stories and insights from the company that changed SBA lending forever. The panel reminisces about the legendary BDO boot camps, the company's aggressive marketing, and its commitment to a sales-driven culture. They discuss what made The Money Store so successful and how that culture has influenced a generation of SBA lenders. From Mark Turtletaub's visionary leadership and theatrical flair to the infamous "Purple Palace," the alumni provide a rare glimpse into the "good old days" of SBA lending. The episode also features a surprise appearance from Mark Rattfield, a former underwriter who became a successful BDO after being inspired by a colleague's W-2 form.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the first episode in a short series about using AI for impact and helping nonprofits work smarter in the digital age. Over three episodes with special guests Sly Atayee and Kirstie Tiernan from BDO, we will explore how nonprofits can harness artificial intelligence to do more good, more efficiently.  In today's episode, we dive into Kirstie's journey building an AI-powered nonprofit from the ground up, and discuss how small organizations can use technology to punch above their weight. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel Sly Atayee, Director, BDO USA, Certified Fraud Examiner Kirstie Tiernan, Principal - Digital Go-to-Market Leader, Labs Practice Leader, BDO USA BDO USA: The Top AI Risks in the Nonprofit Sector EO Radio Show AI YouTube playlist EO Radio Show #84: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations 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.

Meet at the intersection of people, process, and purpose.By Rory Henry CFP®, BFA™For CPA TrendlinesWhen firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. Without those foundations, they say, even the best new initiatives will stall.  MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Hill, founder of Will Hill Consults, describes his work as sitting at the intersection of people and process. Fenton, CEO of John J. Fenton Executive Coaching and a former BDO managing partner, focuses on leadership and culture, and sits at the intersection of people and purpose. Together, the panelists offer practical guidance for firm leaders looking to improve their organization's culture, to manage change, and to avoid staff burnout. 

I det här avsnittet av FAR-podden pratar vi om vad den nya europeiska standarden VSME innebär i praktiken. Varför rapportering kan vara en konkurrensfördel även utan lagkrav – och hur redovisningskonsulter och revisorer kan använda VSME som verktyg i rådgivningen. I studion: Sara Lissdaniels, hållbarhetsspecialist på FAR och Markus Håkansson, auktoriserad revisor på BDO och ledamot i FAR:s specialistgrupp för hållbarhet. Samtalet leds av Charlotta Marténg.

This week on The Art of SBA Lending, we're getting a unique look at the state of the SBA marketplace from the perspective of the loan broker. Host Ray Drew brings together a panel of top-producing SBA loan brokers whose combined volume would rank them among the top 1 or 2% of all SBA shops. Joining the conversation are Matthias Smith from Pioneer Capital Advisory, Jerry Freedman from Freedom Business Financing, and Zach Renta from SBA Loan HQ. The panel discusses why the traditional BDO model is becoming outdated as brokers build sophisticated operations and gain direct access to information and lenders. They reveal which lenders are winning and losing in today's competitive landscape, and why the old way of doing business — relying on personal relationships over product competitiveness — is no longer enough to succeed. The conversation gets candid as the brokers air their biggest pet peeves about working with lenders, from slow response times to a lack of respect for the work they put into a deal.

Talking Trek Live – September 11, 2025 UltimatDJz and the crew break down the September arc's targeted progression, the Hyperthermic Stabilizer/decay loop, refinery changes at 51+, and G6 hostile realities—plus a very real “Dad, don't be mad” Chevy Equinox saga. Packed with teaching from Jules Verne, live chat energy, and practical grind strategies. Timestamps 00:00 – Opening & greetings 00:02 – Server sound-off and early hype (APAC shout, bonus streams) 05:16 – Bonus stream counter, sound alerts, Gamer Optics glasses chat 11:31 – “Dad, don't be mad” call: the Equinox knocking/engine story 17:35 – DJz sets a two-hour hard-out; hands show to Jules Verne 18:38 – Jules intro; arc theme: aggregation & targeted ops experience 37:17 – Free-to-play pulse check: early building levels, chat poll 38:22 – Gift chest “470”, early progression, exponential costs 39:20 – Hyperthermic Stabilizer explained; 25% G4 decay & mitigation 1:08:57 – Forbidden Tech tiering at Ops 51; epics to T6 L30 pre-61 1:10:05 – Why G5 design here is unusually generous + RNG avoidance 1:11:23 – At 51, refinery adds banner → double Locus mats/research/legacy FT 1:21:53 – Building 61 preview; natural 61–66 G6 hostile band & stats spike 1:36:00 – Bundles, “unobtainium chest” vibes, heroic = spender reward 1:44:05 – Stream crash → Microsoft forced update; show resumes/splits 1:46:54 – Final teaching topic cue (crits/epic hostiles), moving to wrap 1:52:31 – Vengeance updates: earlier BDO slots; PvP node via engagement 2:06:30 – Recon Locus economy: banners, skip research early, bank for Stasis Globe 2:10:06 – Planet Ingram chatter; “getting ready to wrap” 2:12:29 – Shout-outs & plug: STFC Briefings (Nigel + Jules) 2:14:19 – Cruise sweepstakes redraw announcement & final sign-off (“Meow for now”)

According to a BDO survey of businesses in the Southeastern United States, 41% say trade and tariff policy is their #1 concern for the next 12 months. Plus, as Atlanta Federal Reserve President Raphael Bostic recently shared on “Closer Look,” consumer spending has declined, and small businesses are being hit hardest by inflationary pressures. The U.S. Supreme Court is now considering whether to allow President Trump to continue imposing tariffs on nations around the world. This is after some companies reveal they’ve been subjected to tariffs as high as 170%. On today’s “Closer Look with Rose Scott,” we get analysis on the impact of tariffs from a roundtable of experts. Then, Atlanta area small businesses discuss the rising costs they’re facing and their concerns for the future. We hear from the owners of Garage Door Studio and Anna Griffin, Inc., plus the CEO of Just for Teens. Guests Include: John Haber, Chief Strategy Officer at Transportation Insight Holding Company Finance Prof. Thomas More Smith, Emory University’s Goizueta Business School David Greaves, Tax Market Leader at BDO in Atlanta Brian Reynolds, CEO of Just for Teens Jen Singh & Rachel Herzog, Co-Owners of Garage Door Studio in Avondale Estates Anna Griffin, Owner of Anna Griffin, Inc.See omnystudio.com/listener for privacy information.

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On BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is once again joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they explore the findings from BDO's 2025 PE Survey, including:Who PE firms currently view as the top competition for dealmakingEffective value creation strategies amid ongoing extended holding periodsThe top factors PE predict could accelerate M&A activity in 2025Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

This week on The Art of SBA Lending, we sit down with Everett Sands, a leader who successfully propelled Lendistry into the top tier of the nation's SBA 7(a) lenders. Everett explains his approach to SBA lending, which involves applying lessons learned from other industries like residential and auto lending to an industry he feels is decades behind.   As a fintech and a CDFI, Lendistry occupies a unique space in the market. Everett discusses how his company is leveraging technology and a mission-driven approach to win customers by offering a better, more user-friendly experience than predatory online lenders. He challenges the traditional, anecdote-driven banking model and argues that by embracing data, AI, and streamlined processes, the industry can better serve the small business community and protect its "home turf" from bad actors.  

This week on The Art of SBA Lending, we're joined by Lukas Haffer, co-founder of Casca, to discuss how AI is set to revolutionize small business lending. With a unique background that includes building software for major European banks and earning Standform MBA, Lukas brings a fresh, outside-the-box perspective to our industry. He shares how his company is taking on the "disaster" of small business financing by arming SBA lenders with cutting-edge technology to fight back against predatory online lenders.   We dive deep into how new technology can solve the industry's biggest pain points, from a closing process that takes months, to underwriters bogged down with manual data entry. Lukas reveals how his team's mission-driven approach and dedication to understanding the day-to-day work of lenders led them to build a solution that automates the tedious tasks and lets professionals focus on what they do best: building relationships and solving complex financial puzzles.  

This week on The Art of SBA Lending, we're joined by Heather Endersen, a true veteran of the SBA world with a career spanning decades. Having managed SBA departments and pioneered business acquisition lending, Heather shares her journey and explains why she made the leap from a top-producing BDO at a bank to launching her own brokerage. Heather gets candid about the shift in the SBA landscape, from the rise of business acquisition loans to the changing dynamics between lenders and borrowers. She also pulls back the curtain on the brokerage model, explaining why it's a more efficient way to get deals done and how it's poised to be the next big thing for lenders who have built a strong personal brand. We also dive into the current challenges facing the industry, including the controversial new policies on preferred equity and seller guarantees.

On BDO's latest Private Equity Perspectives podcast episode, host Todd Kinney is joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they unpacked the findings in BDO's new 2025 Private Equity Survey, including:How post-Liberation Day market volatility has influenced dealmaking and the top factors impacting transactions.Why platform acquisitions have emerged as the leading capital deployment strategy as firms navigate uncertain times.What makes first-time investments particularly attractive in today's climate, especially for founder- and family-owned businesses.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.Turnaround and restructuring services as well as operational value creation services within the United States are offered through BDO Consulting Group, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. Certain turnaround and restructuring services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.

This week on The Art of SBA Lending, I'm sitting down with Diane Heyden to get her take on leadership, career shifts, and the evolving landscape of small business lending. Diane, a seasoned veteran who has worked as a BDO, sales manager, and division manager, shares her unique perspective on what it takes to succeed in an industry where no two people are alike. From a memorable but short-lived move to a bank in Iowa to taking on a new role with a beloved team on the West Coast, Diane unpacks the lessons learned from her own career journey. We also dive into the state of the industry, debating the impact of Fintechs, the "do what you do" era, and the crucial role of "heart" in a numbers-driven world.

Qore's new facility in Eddyville marks more than production—it's a statement: QIRA is the gold standard in bio-derived materials. Capable of replacing fossil-based inputs with renewable corn-sourced alternatives, QIRA stands as a drop-in replacement for traditional BDO and is already transforming global supply chains. With Cargill and HELM at the helm, QIRA exemplifies how agriculture, industry, and innovation can unite for economic and environmental gain. In this episode, Jon Veldhouse guides us from cornfields to manufacturing floors, illustrating how Qore's partnerships—most notably with LYCRA—are reshaping sustainability standards without sacrificing performance. Discover more through the LYCRA sustainability page and QIRA's company portal to see how this golden opportunity in Iowa is redefining global manufacturing. Find this show on your favorite app: https://iowapodcast.com/qore-qira

This week on the pod, we sit down with e-discovery veteran John Thacher to get real about GenAI. We talk about what's working, what's failing, and what everyone needs to understand before jumping on the hype train. With over two decades in the trenches, John has seen it all, and he's not shy about separating substance from noise.We get into why so many GenAI roles are being created and eliminated in the same year, and how legal tech leaders can avoid that cycle. John walks us through what implementing GenAI actually looks like on the ground, including the practical challenges and real-world results from some of his most recent review projects. He also shares where GenAI still falls short, especially in legal workflows that demand nuance and precision.If you're thinking about pivoting into this space, John has advice on what skills matter most, what's becoming obsolete, and why this is both an exciting and risky time to make a move. He also gets candid about his next chapter and why now's the time to hire him. (Seriously, someone hire this guy!) Whether you're GenAI-curious or already knee-deep in implementation, this episode is a must-listen for anyone trying to figure out what it really takes to make GenAI work in legal and eDiscovery.John Thacher has over 24 years of experience in e-Discovery, where he's known for building high-performing teams and driving business growth through innovation. He currently leads BDO's review program, which he helped launch and scale 5x in just three years. John has been instrumental in transitioning clients to Machine Learning as the default review method and recently completed a successful Gen AI-based workflow review for several global manufacturers in electronics, aviation, and automotive sectors. He's a vocal advocate for using Gen AI to streamline reviews and reduce costs.Before BDO, John spent eight years at Ricoh managing major review projects, including the MDL Opiates Committee review, which involved 565 attorneys across eight locations. Earlier in his career, he helped launch Orrick's Global Operations Center while at De Novo Legal, expanding it from a small pilot team into a 200+ attorney review center. At Peak Discovery, he created fixed-price review products that led to a 12x business growth and eventual acquisition by Techlaw Solutions.John earned a joint JD/MBA from Albany Law School and Rensselaer Polytechnic Institute, graduating in the top 10% of both programs. He also spent five years as an Assistant Professor of Management, teaching business law, strategy, and HR. With deep expertise across the entire e-discovery lifecycle—from document collection to privilege logs—John continues to develop long-term, AI-powered solutions for clients seeking smarter, more efficient review strategies.

In this episode, co-host Mark Edgar connected with Margot Lackenbauer to learn more about her experience on-boarding as Chief People Officer with professional services firm BDO. Margot shares insights on the importance of focusing on building relationships, staying agile and the importance of understanding the language of the organization.In the episode we refer to Michael Watkins' book (from 1956!) The First 90 Days. You learn more here:https://bookshop.org/p/books/the-first-90-days-updated-and-expanded-proven-strategies-for-getting-up-to-speed-faster-and-smarter-revised-michael-d-watkins/10608694You can connect with Margot on LinkedIn here:https://www.linkedin.com/in/margotlackenbauerDon't forget …To sign up for our weekly newsletter foHRsight at http://www.futurefohrward.com/subscribe. Follow us on LinkedIn:Mark - www.linkedin.com/in/markedgarhr/Naomi - www.linkedin.com/in/naomititlemancolla/future foHRward - www.linkedin.com/company/future-fohrward/And on Instagram - www.instagram.com/futurefohrward/ Support the show

In “Navigating the Numbers: Tariffs, AI, and The Future of Supply Chains”, Joe Lynch and Corey DeSantis, BDO's Logistics and Transportation Subject Matter Expert, discuss the evolving landscape of global trade, the transformative power of artificial intelligence, and strategies for building resilient supply chains for tomorrow. About Corey DeSantis Corey DeSantis serves as BDO's Logistics and Transportation Subject Matter Expert, supporting clients in manufacturing, automotive, telecommunications and food manufacturing.  Corey improves the condition of BDO's clients through making data-driven decisions to optimize performance within their networks. He brings a decade of industry experience, working at some of the largest 4PLs in North America.  In roles across transportation operations and transportation procurement, Corey has executed complex solutions for companies in the manufacturing, distribution, and retail sectors.  His work includes executing RFPs, identifying cost and performance improvement opportunities, and driving mode optimization. Corey is serving his second term on CSCMP's Transportation Center of Excellence, sitting on their Modes Committee.  Corey also serves as the President of the CSCMP Pittsburgh's Roundtable.  His work on better practices for optimizing freight procurement strategies has been featured in Supply Chain Management Review. About BDO BDO's purpose is helping people thrive, every day. The organization is focused on delivering exceptional and sustainable outcomes and value for its people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through its global organization. BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. For more information, please visit: www.bdo.com. Key Takeaways: Navigating the Numbers: Tariffs, AI, and the Future of Supply Chains In “Navigating the Numbers: Tariffs, AI and The Future of Supply Chain”, Joe Lynch and Corey DeSantis, BDO's Logistics and Transportation Subject Matter Expert, discuss the evolving landscape of global trade, the transformative power of artificial intelligence, and strategies for building resilient supply chains for tomorrow. Global Tariffs & Supply Chain Strategy: This episode explores how changing tariffs impact freight costs, sourcing, and overall supply chain strength. Expect insights on navigating complex trade policies. Data-Driven Supply Chain Optimization: The emphasis here is on leveraging smart data and analytics to identify savings, boost efficiency, and improve supply chain performance, especially with tariffs and dynamic markets in mind. AI's Role in Modern Supply Chains: A central theme is how AI is transforming supply chain operations. This covers its applications from predicting demand to optimizing routes and autonomous logistics. Strategic Procurement & Carrier Management: Learn how companies can strategically manage their relationships with carriers and conduct RFPs to achieve optimal costs and service, even amid unpredictable tariffs and rapid technological advancements. Adapting to Future Supply Chain Challenges: This forward-looking perspective offers strategies for building more flexible, resilient, and sustainable supply chains in the face of geopolitical shifts, tech disruptions, and evolving customer needs. Balancing Cost & Service in Logistics: This takeaway provides a nuanced view on avoiding short-term cost cuts that compromise long-term carrier relationships or service quality, especially as new technologies emerge and tariffs shift. Expertise in Complex Supply Chains: It's highlighted that external guidance and specialized knowledge are invaluable. Experts can help businesses navigate intricate tariff challenges, effectively integrate AI, and strategically plan for the future of their supply chain. Learn More About Navigating the Numbers: Tariffs, AI, and The Future of Supply Chains Corey DeSantis | Linkedin BDO | Linkedin BDO BDO | Manufacturing The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

Les journalistes et experts de RFI répondent également à vos questions sur les excuses du président du Liberia et l'augmentation des taxes douanières américaines au Brésil. Allemagne : des réfugiés afghans attendent toujours leur visa  La justice allemande a ordonné au gouvernement de délivrer les visas promis aux familles afghanes réfugiées au Pakistan depuis la chute de Kaboul en 2021. Sans ce document, elles risquent d'être expulsées vers leur pays. Pourquoi les autorités ne veulent-elles plus leur octroyer de visas ? Le gouvernement de Friedrich Merz va-t-il faire appel de cette décision de justice ? Avec Pascal Thibaut, correspondant de RFI à Berlin.     Liberia : un espoir de justice pour les victimes des guerres civiles ?    Plus de vingt ans après la fin des deux guerres civiles qui ont ravagé le Liberia entre 1989 et 2003, le président Joseph Boakai a présenté, au nom de l'État, les excuses officielles de l'État pour les 250 000 morts. Pourquoi le faire maintenant ? Ces excuses s'accompagnent-elles de mesures judiciaires concrètes pour les personnes concernées ?   Avec Christina Okello, journaliste au service Afrique de RFI.     Brésil : pour soutenir Bolsonaro, Trump augmente les taxes douanières   Pour dénoncer les poursuites judiciaires lancées contre l'ancien président Jair Bolsonaro, Donald Trump menace de surtaxer de 50 % les importations des produits brésiliens aux États-Unis. Quelles seraient les conséquences économiques pour le Brésil si ces droits de douane étaient appliqués ? Avec Anne-Sophie Alsif, cheffe économiste chez BDO.   Et en fin d'émission, la chronique « Un œil sur les réseaux » de Jessica Taieb. Au programme, retour sur la victoire écrasante des Parisiens contre le Real Madrid en demi-finale de la Coupe du monde des clubs.

Alex Moss and Burton DeWitt are back with a new episode after the cut off for the World Matchplay! The boys start this week's show by discussing the World Matchplay title prospects of Monday's Players Championship 20 winner Damon Heta and Tuesday's Players Championship 21 runner-up Gerwyn Price, before taking a closer look at the confirmed 32-player field for this year's World Matchplay following Tuesday's cut off. Sky Sports pundit and commentator Glen Durrant (19:15) joins the show to look ahead to the start of the World Matchplay next week. The former Premier League champion and three-time BDO world champion looks back on his own World Matchplay memories as a player, and discusses the field for this year's event in Blackpool, his continued work as a commentator and his role with the PDPA, and much more! Alex and Burton wrap up the show with a brief look ahead to the Baltic Sea Darts Open in Kiel this weekend, and pick out players in the World Matchplay field who most need a run to take with them to Blackpool this week, before taking a closer look at Andreas Harrysson after the Swede secured his PDC World Darts Championship debut this past weekend on the PDC Nordic & Baltic Tour. Join the Darts Strava King group on Strava *** This podcast is brought to you in association with Darts Corner - the number one online darts retailer! Darts Corner offers the widest selection of darts products from over 30 different manufacturers.  Check out Darts Corner here: UK site US site  Check out Condor Darts here: UK site Set up an account and enjoy a flutter on the darts by opening an account on the  kwiff website or via their app (iOS / Android). 18+. Terms and conditions apply. Begambleaware.org – please gamble responsibly. *** Sponsorship available! Want your business advertised on the show? Email weeklydartscast@gmail.com for more details and a free copy of our new sponsor brochure! *** Enjoy our podcast? Make a one-off donation on our new Ko-Fi page here: ko-fi.com/weeklydartscast Support us on Patreon from just $2(+VAT): patreon.com/WeeklyDartscast Thank you to our Patreon members: Phil Moss, Gordon Skinner, Connor Ellis, Dan Hutchinson

Online Darts Double Trouble with Chris Mason | Episode 1 | That was the most car crash interview I've ever seen in my life. That was BDO-esque"That was the most car crash interview I've ever seen in my life. That was BDO-esque. What was he doing? He's meant to be, he's meant to be there for them"

Send us a textIn part two of our conversation with Nevellan Moodley, Head Financial Services Advisory, we go deeper into the evolving fintech landscape, the value of good advisory partners, and why customer experience is the new battleground for financial services. Highlights:- Why Early-Stage FinTechs Avoid Advisory Help- Africa's FinTechs: The Trends Worth Watching- The Integration Advantage: Simplicity WinsNevellan Moodley's LinkedIn: https://www.linkedin.com/in/nevellan-moodley-ca-sa-32223116/BDO's Website: https://www.bdo.co.za/Darren Franks' Linkedin: https://www.linkedin.com/in/darrenfranks/Titc's Website https://titc.io/This episode is brought to you by Pear NetworkPear's LinkedIn: https://www.pear-network.com/

On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these specialized and time-consuming processes. About Damon Pike Damon founded the Customs and International Trade Services (CITS) group within BDO's International Tax practice in 2019. With 36 years of experience helping multinational companies navigate the complex rules governing the cross-border movement of goods and services, he now serves as the Technical Practice Leader for the firm's CITS team to support their mission of providing end-to-end global consulting services for all aspects of import/export planning and compliance. Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs, and tax professionals nationwide — the CorpNet Partner Program. 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode, Steve Fretzin and Shireen Hilal discuss:Navigating modern law firm strategy in a rapidly evolving legal marketImproving internal operations and team culture to boost law firm performanceEnhancing client engagement and retention amid budget constraintsLeveraging cross-selling and business development tactics within law firms Key Takeaways:Law firms that prioritize understanding and responding to their clients' future needs instead of mirroring competitors can unlock unique opportunities for differentiation and growth.Clear and value-based billing practices—paired with proactive scope, time, and budget alignment—are essential to reinforcing client trust and maintaining healthy payment cycles.Structured programs like internal expert briefings and strategic client lunches can make cross-selling more natural and effective by focusing on solving client problems rather than pitching services.Communicating pricing changes with context and care rather than through generic finance memos helps strengthen client relationships and reinforces long-term loyalty. "The problem with obsessing about your competition instead of your clients is that, if you do, you are almost, by definition, falling in the middle. So the better way to get ahead, I think, is to be client-obsessed." —  Shireen Hilal Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Shireen Hilal: Shireen is the CEO of Maior, a boutique consultancy that helps law firms with their pain points and plateaus with strategic and operational support, ranging from go-to-market solutions and profitability programs to process improvement and enhancing employee engagement.Before starting Maior, Shireen spent a decade practicing at AmLaw100 firms and then had the privilege of serving in several executive roles: COO of a national law firm (where she increased revenue by 20%, profits per partner by 30%, and achieved "best place to work" accolades), pivoting strategy and operations for enterprise firms (KPMG and BDO), and building out the growth division of a communications consulting firm.Through Maior, she now helps growing firms skyrocket, early-stage firms maintain their "special sauce" as they scale, and mature firms with a fresh perspective.Shireen also serves on the advisory board of a Top 100 accounting and advisory firm and writes a quarterly column for Law360 answering law firm leaders' questions. Connect with Shireen Hilal:  Website: https://www.maiorconsultants.com/LinkedIn: https://www.linkedin.com/in/shireenhilal/ & https://www.linkedin.com/company/maior-consultants/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Luca's journey from South Africa to breaking into M&A in London is a story of persistence and smart strategy. After studying accounting at Stellenbosch University, Luca moved to London to work as an auditor at BDO. Despite being told that transitioning from audit to investment banking was nearly impossible, he leveraged WSO Academy to revamp his approach, scale his networking, and land an M&A analyst role at PCB Partners.

Dr. Keith Keating is the Workforce Futurist and Chief Learning Officer for BDO and the author of the books The Trusted Learning Advisor and his new book - Hidden Value: How to Reveal the Impact of Organizational Learning. In this episode, Paul and Keith explore the paradox facing Learning and Development teams today — at a time when the world is changing faster than ever and organizations need to adapt, many learning teams are facing budget cuts and layoffs. They delve into why the value of L&D often goes unseen, how teams can better communicate and create strategic value, and how organizations can move from seeing L&D as a cost center to a growth driver. Keith also introduces his "Value Creation Compass" — a practical framework for identifying and demonstrating learning's business impact across people, customers, resilience, and revenue. Along the way, Paul and Keith share war stories from inside organizations, debunk the myth that only easily measurable things matter, and discuss why L&D leaders must become problem solvers and storytellers to thrive in today's environment. Resources mentioned in this episode: Keith's new book Hidden Value: How to Reveal the Impact of Organizational Learning  Keith's previous book The Trusted Learning Advisor BDO - https://www.bdo.comHumanity Working is brought to you by BillionMinds - the company that makes employees ready for the Future of Work.BillionMinds helps companies be ready for the future of work by developing adaptable, resilient employees. You can learn more about them on LinkedIn or by visiting billionminds.com.

This week on The Art of SBA Lending, I sit down with the incredible Alan Peterson, BDO from First Internet Bank. Alan isn't just closing deals; he's redefining what it means to be a top producer in SBA lending, reaching over $30 million year-to-date and tracking towards an astonishing $120 million annually! Ray Drew and Alan dive deep into the mindset of a high-volume BDO, the strategic art of saying "no" to grow faster, and why true business value isn't always what it seems. They discuss navigating the complexities of deals, the crucial role of data and innovation in banking, and why being a trusted advisor is paramount.

This week on The Art of SBA Lending, I sit down with the incredible Alan Peterson, BDO from First Internet Bank. Alan isn't just closing deals; he's redefining what it means to be a top producer in SBA lending, reaching over $30 million year-to-date and tracking towards an astonishing $120 million annually! Ray Drew and Alan dive deep into the mindset of a high-volume BDO, the strategic art of saying "no" to grow faster, and why true business value isn't always what it seems. They discuss navigating the complexities of deals, the crucial role of data and innovation in banking, and why being a trusted advisor is paramount.

Hello Rank Squad! It's that time of the year where amidst all the trophies being handed out, thoughts turn to who are the frontrunners in the race for the biggest individual prize in the game - France Football's yearly Ballon d'Or. Last year the award came with a whole thunderstorm of controversy, with Real Madrid boycotting the ceremony after Rodri won the top prize over Vinicius Jr. They probably don't need to worry that much this year - we'd be surprised if there were any Los Blancos stars anywhere near the podium - but the absence of both Vini and Rodri from the frontrunners opens up some interesting discussions. We dive deep on where we think the current positionings are for the likes of PSG's Ousmane Dembele, Gigi Donnarumma and Achraf Hakimi, as well as Barcelona's Lamine Yamal, Raphinha, and Pedri - as well as the individual pace-setters like Mo Salah, Lautaro Martinez, Kylian Mbappé, and Harry Kane; before we also take a quick look at the Kopa Trophy candidates in Part Three. Before that, there's a return for Things We Love, where Dean discusses a big summer ahead for Arsenal in the transfer market, and Jack takes a quick look at a wonderful season at Balaidos for Celta Vigo, under the stewardship of Claudio Giraldez. It's Ranks!  And remember, if you'd like more from the Rank Squad, including extra podcasts every Monday and Friday (including our weekly Postbox taking a look at the whole weekend of football) and access to our brilliant Discord community, then why not join us here on Patreon?

This month Joe chats with Business Development Market Leader at BDO, Anthony Rosenblum, CPA about his lifelong passion for volunteering, sparked by early experiences in his hometown, and how it has enriched his personal and professional life, helping him build leadership skills, meaningful relationships, and community impact through roles ranging from CPA board work to coaching his kids' sports teams.

As the Chancellor, Rachel Reeves, presents her Spring Statement, Money Box Live sifts through the details about what it all means for your personal finances.Changes to the welfare system have already been announced. It will be harder to claim a disability benefit called Personal Independence Payment (PIP) under plans which the government says will get more people into work. We'll analysis any new details on that.The Spring Statement comes ahead of big plans already announced in last year's Autumn Budget such as changes to stamp duty for home buyers and an increase to National Insurance Contributions for some employers, so as well as dissecting new announcements we'll also remind you what else coming in and when.Felicity Hannah is joined by Sarah Pennells, Consumer Finance Specialist at pensions company Royal London; Elsa Littlewood, Tax Partner at the accountancy firm BDO and Mike Brewer, Chief Economist and Deputy Chief Executive of the Resolution Foundation.Presenter: Felicity Hannah Producer: Sarah Rogers Reporter: Emma Smith Editor: Jess Quayle(This episode was first broadcast at 3pm on Wednesday 26th March, 2025)

Send us a textMat Mermigousis of BDO discusses the Trump administration's ever-changing tariff policies and what they may mean for U.S. businesses. For more coverage, read the following in Tax Notes:Trump Pauses Tariff IncreasesEU Poised to Impose 25 Percent Retaliatory Tariffs on U.S. GoodsChina Announces Reciprocal Tariffs on U.S. ImportsTrump's Tariffs Generate Tons of Criticism as Uncertainty AboundsFollow us on X:Michael Smith: @TaxesMichaelDavid Stewart: @TaxStewTax Notes: @TaxNotes**This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes

(0:00) Intro(1:13) About the podcast sponsor: The American College of Governance Counsel(2:00) Start of interview(2:45) Amy's origin story(3:25) Her start in corporate governance(5:02) About the implosion of Arthur Andersen (she worked there from 1993 to 2002) (7:00) Her time at BDO USA for the past 21 years and founding the BDO Center for Corporate Governance(11:50) AI governance and board approaches to new technologies.(13:53) Technology savviness or literacy of directors. (15:32) Where does technology and AI fit in the board (full board v. committees) (17:53) Climate disclosures and evolution of ESG "ESG is considered a four-letter word at this point"(21:26) Evolving geopolitical landscape and challenges to globalization.(24:25) CEO Succession Challenges(26:40) CEO Compensation Insights and Private vs. Public Company Governance (including VC and PE)(33:30) Thoughts on new SEC guidance limiting shareholder proposals on ESG issues and expanding disclosure requirements for large asset managers ("passive investors") engaging with companies on ESG issues (shifting from 13G to 13D). The rise of private markets.(38:33) Future Governance Challenges "[F]or the next 12 months; 1) strengthening of AI and technology usage and oversight, 2) Continuing to evolve enterprise risk management, and 3) Ensuring effective cybersecurity and data protection policies." Other than that: talent management, board evaluations.(42:08) Evolving Board Structures(44:07) Books that have greatly influenced her life:The Notebook by Nicholas Sparks (1996)(45:31) Her mentors.(47:20) Quotes that she thinks of often or lives her life by: "Water finds its level." and "You'll never achieve what you don't make known that you want."(48:19) An unusual habit or an absurd thing that she loves. (48:54) The living person she most admires.(49:50) BDO USA governance podcastAmy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

When publicly traded companies release their financial results, the most interesting aspect of the conference calls have little to do with the numbers themselves and everything to do with trends across the market.Luis Avila, a managing director in BDO's technology and transformation practice, joins our Ross Wilkers for this episode that is also a note-swapping exercise of sorts. Both listened to the most recent round of GovCon investor calls in their respective roles of research and analysis, plus journalism.The Elon Musk-led Department of Government Efficiency, the race to technology superiority, supply chain health and wealth, and new entrants all were themes of those calls and feature in the conversation between Luis and Ross.Keep in mind throughout their conversation that government contractors have their own unique approach to transparency, given their customers have publicly available budgets and policy documents.Parsons explores 2 growth pathways for missile defenseLeidos eyes missile defense, border security tech as growth avenuesMaximus CEO sees tech modernization as opportunity in Trump's efficiency pushHow the CEOs of Booz Allen, L3Harris view DOGE's visionCACI's CEO weighs in on efficiency and acquisitionLockheed's CEO: Efficiency push is 'an opportunity' for both industry and government

What is the future of document generation in 2025, and how should businesses navigate the risks of AI? In this episode of Tech Talks Daily, I sit down with Christian Lund, co-founder of Templafy, to explore how AI-powered document automation is reshaping productivity, compliance, and security in modern enterprises. As companies push for greater efficiency, many are adopting AI tools to streamline workflows. But AI's effectiveness depends heavily on context—and context is something you can't always rely on users to provide. Christian shares why most people approach AI like a search engine, entering a handful of keywords and expecting the right results. But would you brief a colleague with just a few disjointed words? Better briefs lead to better outputs, whether you're working with humans or AI.  This is where Templafy steps in, delivering AI-powered document generation solutions that integrate seamlessly with platforms like Microsoft Office, Google Workspace, and Salesforce. Trusted by over 800 enterprises, including KPMG, BDO, and Adobe, Templafy automates document creation while maintaining compliance and brand consistency—saving employees up to 30 days per year. We also dive into why the best automation happens when humans are less involved. Far from sidelining human input, this approach reduces compliance risks and frees employees to focus on high-value work that drives business growth. Christian explains how Templafy orchestrates AI models, data sources, and workflows to ensure optimal outcomes, from sales collateral to RFP responses. Plus, we explore future trends, including AI agents and stronger orchestration that allows businesses to stay in control of AI-powered processes. How can businesses balance the push for faster workflows with the need for secure, compliant documents? And what role will AI agents play in tomorrow's document generation landscape? Tune in to discover how Templafy is paving the way for smarter, safer automation.

Watch Here: https://youtu.be/ZCwj--I0XU0About the Guest: Alina Rivera is a business valuation expert and the founder of Advising Puerto Rico, a firm specializing in business advisory, financial planning, and fractional CFO services. With a background in auditing, forensic valuation, and advisory work for global firms like BDO, she helps business owners understand the true worth of their companies and prepare for growth, financing, and eventual exit. Rivera is also a strong advocate for using business valuation as a proactive tool rather than just a transaction necessity.Key Takeaways: Business Valuation as a Strategic Tool – Business owners often overestimate their company's worth. Regular valuations help align expectations and identify key value drivers.Exit Planning Should Start Now – Waiting until retirement or an emergency to prepare for an exit can result in financial disaster. A business should always be sale-ready.Puerto Rico as a Business Hub – The island offers tax incentives for companies that export services, making it an attractive option for entrepreneurs, including those in tech and finance.Fractional CFOs Drive Growth – Businesses earning between $1M-$10M benefit significantly from hiring a fractional CFO to manage cash flow, forecasting, and growth strategy.Common Valuation Mistakes – Owners often base their valuation on industry hearsay or personal financial needs rather than market data and financial fundamentals.Owner Dependency Kills Business Value – A company reliant on its owner for operations, sales, and decision-making is much harder to sell and less attractive to buyers.Financial Planning & Process Documentation – Having structured financial statements, KPI tracking, and documented workflows is critical for growth and eventual sale.The Risks of Poor Succession Planning – Businesses without a succession plan risk collapse when an owner unexpectedly leaves due to illness or other circumstances.--------------------------------------------------Contact Alina onLinkedin: https://www.linkedin.com/in/triveraa/Website: https://advising.global/--------------------------------------------------

What does it take to rise as a leader in the competitive and ever-changing SBA lending space? In this episode of The Art of SBA Lending, Ray Drew is joined by Molly Harder, Rob Parkin, and Jane Castro—three of the brightest up-and-coming leaders in SBA lending—to explore their journeys, challenges, and visions for the future of the industry. SBA lending is complex, but it's also filled with opportunities to grow, innovate, and leave a lasting impact. Today, we're diving into how these professionals are navigating career bottlenecks, leveraging mentorship, and balancing the demands of leadership while maintaining strong relationships. Key topics include: Overcoming early challenges and finding inspiration in mentorship The biggest trends shaping SBA lending, from technology to industry shakeups How to foster a collaborative, positive culture in SBA divisions Strategies for balancing production goals with strong client relationships With candid insights and actionable advice from: Molly Harder, SBA Risk Compliance Manager Rob Parkin, SBA Credit Director at Truliant Jane Castro, SBA Lending Professional Whether you're a seasoned BDO or just beginning your career in SBA lending, this episode offers invaluable perspectives on building a legacy of leadership and innovation in the industry. This episode is sponsored by: Lumos Lumos empowers your small business lending growth with cutting-edge analytics and streamlined applications that optimize your performance. If you're ready to take your small business lending to the next level with cutting edge analytics visit lumosdata.com. Shatterbox Learn how Shatterbox can help you hire and invest in bright young talent without breaking the bank. Go to https://shatterbox.io/artofsba and set up a discovery call today.   SBA Jobs Board Hiring for your SBA department? We've got you covered! SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board BDO's…let's start your weeks strong! Sign up for our weekly sales advice series, Sales Ammo. Every Monday morning wake up to a piece of Rays sales advice in your inbox to help you rise to the top. Subscribe here: https://www.artofsba.com/army-of-bdos Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below!   @‌thebdoshow @‌sbatoday   Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.

Episode 245 FACULTY: Alex Drost, CPA CLASS: #AccountingHigh Join us in this insightful episode of Accounting High as we sit down with Alex Drost, a consultant with a background in investment banking and business consulting, and a licensed CPA. Alex shares his unconventional path into the accounting world, discusses the current trends in the accounting and private equity (PE) industries, and offers invaluable advice for both young professionals and established firm owners. Don't miss out on understanding the seismic shifts happening in the industry and how you can be a part of it.