Podcasts about BDO

Dans cet épisode des Geeks des Chiffres, j'ai le plaisir de recevoir Arnaud Naudan, CEO de BDO France.Arnaud prend la direction de BDO France en 2021, à 36 ans. À ce moment-là, le cabinet réalise environ 130 M de CA. 5 ans plus tard, BDO France atteint environ 300 M d'euros de CADans cet échange, on parle de transformation des cabinets comptables, d'intelligence artificielle, d'audit, de conseil, de data, de croissance externe, de management et de l'avenir des métiers du chiffre.L'épisode répond à une question centrale : Est-ce que les métiers comptables ont encore de l'avenir à l'ère de l'IA ?La réponse d'Arnaud est claire : on ne fait pas le DCG, le DSCG ou le DEC pour passer uniquement des écritures comptables. La tenue comptable va continuer à se transformer, les tâches répétitives vont être de plus en plus automatisées, mais la valeur du professionnel du chiffre va se déplacer vers le conseil, l'analyse, la relation client, la data et l'accompagnement des dirigeants.Au programme de cet épisode :01:09 Présentation d'Arnaud Naudan, CEO de BDO France02:42 Son parcours et son arrivée dans la profession06:23 Faut-il encore aller dans l'audit aujourd'hui ?08:46 BDO : une plateforme de services pour les entreprises11:28 De PwC à BDO : construire un parcours à impact20:37 Le diagnostic de BDO en 202126:02 Comment BDO est passé de 130M€ à 300M€ de chiffre d'affaires27:40 Pourquoi le conseil devient stratégique dans les cabinets32:27 Comment transformer une organisation prudente40:58 Pourquoi BDO a fait le choix de Pennylane46:45 IA : que vont devenir les collaborateurs comptables ?52:15 Les usages de l'IA chez BDO55:17 Pourquoi la data va devenir centrale dans les cabinets58:30 Croissance externe : comment BDO choisit ses acquisitions01:10:07 Plan stratégique 2026-2031 : vers 580M€ de chiffre d'affaires ?01:16:03 Branding, personal branding et attractivité des cabinets01:29:15 Comment Arnaud progresse en tant que dirigeant01:37:01 La leçon de vie qui a changé sa vision du leadershipDans cet épisode, on aborde notamment :pourquoi les tâches de saisie comptable vont perdre de la valeur ;pourquoi l'IA ne va pas remplacer totalement les experts-comptables et commissaires aux comptes ;comment les cabinets peuvent utiliser l'IA pour libérer du temps ;pourquoi la data peut devenir un levier majeur de conseil ;comment BDO France a structuré sa croissance ;pourquoi la diversification des missions devient indispensable ;comment attirer et garder les meilleurs talents dans les métiers du chiffre ;pourquoi les étudiants en DCG, DSCG et DEC doivent se préparer à un métier plus orienté conseil.Le message fort de cet épisode :Le comptable exécutant est menacé.Le professionnel du chiffre capable d'analyser, conseiller, comprendre la data et accompagner les dirigeants aura encore énormément de valeur.Découvrir BDO France :https://www.bdo.fr/Retrouver Arnaud Naudan sur LinkedIn Découvrir le podcast Coulisses de CEO :Si cet épisode t'a plu, pense à t'abonner à la chaîne, à liker la vidéo et à la partager à un étudiant, un collaborateur comptable, un expert-comptable ou un professionnel du chiffre qui se pose des questions sur l'avenir du métier.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

In dieser Folge sprechen Dr. Roman Haller (Umsatzsteuer- und NoVA-Experte bei BDO in Linz und Wien) und Claudia Hahnekamp-Propst (Linde Verlag) über die wichtigsten steuerlichen Aspekte der NoVA bei Fahrzeugimporten und -exporten.Neben den geltenden Regelungen stehen insbesondere die Neuerungen ab 1. Juli 2026 im Fokus. Dabei werden praktische Auswirkungen, aktuelle Herausforderungen und offene rechtliche Fragen rund um die NoVA erläutert.

Aujourd'hui dans "Les voix de l'économie", Charles Bonnaire s'entretient avec Anne-Sophie Alsif, cheffe économiste chez BDO, pour explorer les enjeux de la réindustrialisation française. Alors que les perspectives de croissance sont revues à la baisse en raison du conflit en Iran, elle nous éclaire sur les deux scénarios possibles : un choc contenu ou un risque de récession. Malgré les incertitudes géopolitiques, les marchés financiers semblent plutôt optimistes, anticipant un scénario positif. Cependant, l'invitée souligne le décalage entre cette perception et la situation économique réelle, notamment autour du détroit d'Ormuz. Elle explique comment les prévisions de croissance ont été sous-estimées, notamment dans le secteur manufacturier, démontrant que la réindustrialisation n'est pas un coût mais bien un moteur de croissance.Loin d'être un simple retour en arrière, la réindustrialisation française se fait désormais avec l'intelligence artificielle et la robotique, générant des gains de productivité plutôt que des emplois de masse. Anne-Sophie Alsif met en garde contre les erreurs du passé, soulignant l'importance de ne pas reproduire la seule spécialisation dans les services au détriment de l'industrie.Dans ce contexte, la Banque Centrale Européenne se trouve face à un dilemme : relever les taux pour juguler l'inflation tout en évitant de freiner l'activité économique. Elle nuance cette analyse, expliquant que la hausse des taux devrait rester modérée, la Banque Centrale pouvant réajuster sa politique en fonction de l'évolution du conflit.Enfin, elle aborde la question de la souveraineté économique, devenue primordiale face aux enjeux géopolitiques. Elle souligne que la compétition entre les États-Unis et la Chine dépasse le seul aspect économique, chacun cherchant à assurer sa domination dans des secteurs stratégiques comme l'intelligence artificielle. Un changement de paradigme qui s'impose également à l'Europe, appelée à repenser sa stratégie économique.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Tom Herbert shares his takeaways from Tax Tech Live in London, where the AI conversation felt more grounded. Rather than sweeping claims about revolutionising the profession, the focus was on practical use cases, how teams are using AI now, and what this could mean for training and the profession. Herbert also warns that a pricing crunch may be coming as AI costs rise. Matthew Ord then looks at EY's latest Global DNA of the CFO survey, which suggests CFO ambition is running ahead of execution. While many finance leaders want to drive value creation, fewer are leading those conversations. Ord and Herbert explore why finance still struggles to translate data, technology and insight into boardroom influence, and why the future of finance depends on effectively bringing talent and technology together. Finally, the team talks about audit, following BDO's £2m penalty. Ord explains what happened before discussing what the Financial Reporting Council's findings say about audit quality, professional scepticism and the question of what happens next now that audit reform has stalled.

Business Day journalist Nompilo Zulu unpacks allegations of VAT fraud and accounting irregularities at Spar's Bloed Street Tops store, after a BDO due-diligence report flagged unreliable financials, alleged tax underdeclarations and stock-related concerns. Spar strongly disputes the claims, saying the matter relates to one store and follows a failed bid by businessman Amaan Sayed to rejoin the Spar network. With complaints now before regulators including the JSE, Saica and CIPC, Zulu explains what the report found, how Spar has responded, and what could come next.

As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means.In the latest episode of BDO's Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head of North America at Igneo Infrastructure Partners, and Blair Barlow, Managing Director at Lime Rock New Energy, to discuss:What it actually takes to build an exit‑ready data center today — from asset optionality and customer mix to location, scale, and long‑term growth potentialThe material, power, and supply‑chain constraints behind AI infrastructure build‑outs, and why sponsors can't ignore lifecycle management and resource availabilityHow PE firms can future‑proof data center investments as sustainability, security, and buyer expectations continue to rise

The Latest on Wealth Taxes Episode 383 – The concept of a wealth tax—applying a tax to the value of someone's assets—has become popular in some state legislatures in the last few years. Are they likely to catch on anytime soon? More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 383 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: the latest on wealth taxes. Public budget concerns seem to be everywhere, and state governments are no exception. The problem has gotten worse in the past few years because, in some cases, states would like to continue programs that were started with federal COVID spending that has since run out.[1] So, what's left for a state to do? Some are taking a look at so-called “wealth taxes” as a way to raise revenue. The appeal of wealth taxes is that, in theory, a state government can raise significant sums of money while affecting only a small slice of its population. A wealth tax takes a completely different approach from a sales, income or estate tax. It's a tax imposed on someone's net worth, that is, the total market value of their assets minus liabilities.[2] Here's an example. Let's say there's a two percent wealth tax on individuals with a net worth above $100 million in a particular state. If you're lucky enough to have a net worth of $1 billion, you would pay on the difference of $900 million, resulting in a tax bill of $18 million. Some proposed wealth taxes are written to occur annually while others are written as a one-time levy. One of the arguments in favor of wealth taxes is that they could raise a significant amount of revenue for the individual states. Another is that they would make the tax system more progressive and thus lessen the effects of income inequality. Some studies have indicated that income inequality has risen in the United States in recent years.[3] But there are also some notable arguments against the use of wealth taxes, particularly at the state level. For one thing, individual mobility would likely work against them. In other words, a high-income individual facing a wealth tax can simply move to another state to avoid it. There is evidence to suggest that a high tax burden can prompt some people to relocate. For example, after decades of growth, California, the state with the highest maximum income tax rate at 13.3 percent, has led the nation in net out-migration for six consecutive years, according to a 2026 report.[4] Critics suggest that more recent developments in California could make matters worse. The state is now considering a referendum that, if approved, would impose a one-time five percent wealth tax on state residents with a net worth of $1 billion or more. Advocates are currently gathering signatures in an effort to get the proposed tax on the ballot in 2026.[5] There is anecdotal evidence that some California billionaires have left the state out of fear that the proposal will become law, among them Larry Page, Sergey Brin and Mark Zuckerberg.[6] Other states, such as Illinois, Maryland and Washington have all introduced wealth tax legislation, although the final outcome remains uncertain in each state.[7] There are still unanswered questions about how a wealth tax would work. Conceptually, a wealth tax is based on the value of your assets, rather than the income you receive from them. This is different from, for example, capital gains taxes, which only become payable when you sell the asset. What happens if you pay a wealth tax one year—without selling the assets—and then the value of those assets goes down the next year? Would you get a refund? The answer seems to be no. At the federal level, the question of whether a wealth tax is permitted under the U.S. Constitution is a matter of intense legal debate. The federal income tax began in 1913 after the 17th Amendment was passed to specifically authorize it.[8] Many experts believe that a federal wealth tax would not currently pass a constitutional challenge, and it would likely take another amendment before it is allowed.[9] At the state level, each one of them has its own constitution, and they're all different. There are potential legislative, constitutional and practical obstacles that could end up being too big to handle. Only time will tell whether the states will be able to collect the bonanza they're hoping for. [1] Finseca. “Finseca Policy 02/24/26: State Wealth Tax Blitz & US Deficit Updates.” Finseca.org. https://www.finseca.org/finseca-policy-02-24-26-state-wealth-tax-blitz-us-deficit-updates/ (accessed April 13, 2026). [2] Peter G. Peterson Foundation. “What Is a Wealth Tax, and Should the United States Have One?” Pgpf.org. https://www.pgpf.org/article/what-is-a-wealth-tax-and-should-the-united-states-have-one/ (accessed April 13, 2026). [3] Cunningham, Mary. “Wealth inequality in America just hit its widest gap in more than 3 decades.” CBSNews.com. https://www.cbsnews.com/news/us-wealth-gap-widest-in-three-decades-federal-reserve/ (accessed April 13, 2026). [4] Christopher, Nilesh. “California's exodus isn't just billionaires — it's regular people renting U-Hauls, too.” The Los Angeles Times. https://www.latimes.com/business/story/2026-01-08/californias-exodus-isnt-just-billionaires-its-regular-people-renting-u-hauls-too (accessed April 13, 2026). [5] BDO USA, P.C. “California's Billionaire Tax Proposal Would Allow Sweeping, One-Time Taxation Based on Net Worth.” BDO.com. https://www.bdo.com/insights/tax/californias-billionaire-tax-proposal-would-allow-sweeping-one-time-taxation-based-on-net-worth (accessed April 13, 2026). [6] Perman, Stacy. “Inside the exodus of California tech billionaires to Florida.” The Los Angeles Times. https://www.latimes.com/entertainment-arts/business/story/2026-03-11/inside-exodus-of-california-tech-billionaires-to-florida (accessed April 13, 2026). [7] Finseca. “Finseca Policy 02/24/26: State Wealth Tax Blitz & US Deficit Updates.” Finseca.org. https://www.finseca.org/finseca-policy-02-24-26-state-wealth-tax-blitz-us-deficit-updates/ (accessed April 13, 2026). [8] Bishop-Henchman, Joe. “Is a Wealth Tax Constitutional?” Ntu.org. https://www.ntu.org/foundation/detail/is-a-wealth-tax-constitutional (accessed April 13, 2026). [9] Id. More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. 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Every generation inherits a story about how people move up in the world. Go to college, the story goes. Get the degree. Climb. It's a story that has shaped policy and philanthropy for three generations running, and for tens of millions of Americans, the story does not describe reality. What remains is a gap. Not a talent gap, as this week's guest is careful to distinguish, but an opportunity gap.Two populations standing on opposite sides of a chasm, motivated people looking for a path, and employers who cannot find workers. This chasm is not bridged by ambition alone. It has to be built.Phil Weinberg has spent fourteen years at STRIVE building exactly that kind of bridge, and what makes his account worth hearing is the architecture underneath it. This week, Carrie Fox talks with Weinberg about what it takes to grow a nonprofit through three successive crises without losing the thread, why he draws a sharp line between individual resilience and the organizational kind, and how the conventional wisdom American philanthropy has held about nonprofit overhead may have had it backwards the whole time.It's a conversation about consistency as a form of leadership, about the unglamorous decisions that compound into durable institutions, and about what happens when an organization stops apologizing for the infrastructure that makes its mission possible.This week also marks the debut of a new recurring segment on Mission Forward: Research Briefs, a short conversation tucked into the end of each episode for the next three months, featuring Mission Partners' Researcher in Residence Matt Price. In each brief, Matt connects the themes of the week's conversation to what the latest data is telling us about the field. This first installment puts Phil Weinberg's reflections in context with new Gallup data on how American workers are feeling about the job market — and what the numbers reveal about resilience, leadership, and the gap between struggling and thriving. Stay tuned at the end of the episode.Links & NotesSTRIVESTRIVE's Story (40-year history, founded in East Harlem, 1984)STRIVE Programs (Career Path, Future Leaders, Fresh Start)STRIVE Network (directly operated sites in Atlanta, Birmingham, New Orleans, and New York, plus affiliate partners)Phil Weinberg on LinkedInMission Partners' 2026 Insights on Purpose™ ReportMatt Price, Researcher in Residence at Mission PartnersGallup: U.S. Worker Thriving Declines as Job Market Pessimism Grows (March 2026 release)BDO's Ninth Annual Nonprofit Standards Benchmarking Report (00:00) - Welcome to Mission Forward (03:09) - Leading through Turbulence (06:32) - Building Resilience Across the Team (12:42) - The Non-Profit Business (21:34) - Demand versus Capacity (30:49) - Research Briefs

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss:How rack densification and next-gen cooling (from air to liquid) are reshaping data center designWhere power availability and grid constraints show up first and what tech-first sponsors can miss in diligenceWhy materials like copper and the end-of-life process such as reverse logistics and data-secure decommissioning, are moving up the sponsor agenda

Welcome to the Daily Compliance News. Each day, Tom Fox, the Voice of Compliance, brings you compliance-related stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the Daily Compliance News. All, from the Compliance Podcast Network. Each day, we consider four stories from the business world, compliance, ethics, risk management, leadership, or general interest for the compliance professional. Top stories include: PR exec tried to get rid of documents. (FT) Why did First Brands hire BDO? (FT) Altman v. Musk. Trial of the Century. (FT) Should your Board appoint a Bot? (FT) For more information on the use of AI in compliance programs, Tom Fox's new book, Upping Your Game, is available. You can purchase a copy of the book on Amazon.com. To learn about the intersection of Sherlock Holmes and the modern compliance professional, check out Tom's latest book, The Game is Afoot-What Sherlock Holmes Teaches About Risk, Ethics and Investigations on Amazon.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

La crise du Covid a permis au cabinet d'audit et de conseil BDO de se transformer pour devenir une société à mission et de définir sa raison d'être. Un engagement qui permet à l'ensemble de ses collaborateurs de guider leurs clients vers une transformation plus responsable de leur modèle. Arnaud Nodan, président du directoire de l'entreprise, dresse le bilan de son impact. ----------------------------------------------------------------------- SMART IMPACT - Le magazine de l'économie durable et responsable SMART IMPACT, votre émission dédiée à la RSE et à la transition écologique des entreprises. Découvrez des actions inspirantes, des solutions innovantes et rencontrez les leaders du changement.

Most TA leaders know their hiring process needs to evolve. Fewer know how to actually make that change happen inside a complex organisation. Especially when you're managing 30,000 applications a year and the business is watching.Meet Jennifer Goldsmith and Helen Alkin, who jointly lead early careers resourcing at BDO UK, one of the largest professional services firms in the country. Between them, they're responsible for recruiting close to 1,000 apprentices, interns, and graduates a year. And in 2024, they overhauled the entire process: assessment methodology, technology stack, vendor setup, and candidate journey.Join host Robert Newry as Jen and Helen share the practical lessons from a major recruitment process redesign:

Aktuell sind zahlreiche Gemeinden mit erhöhten finanziellen Belastungen konfrontiert. Die Ausgaben nehmen deutlich zu, während die Einnahmen zurückgehen. Diese Entwicklung fordert die kommunale Leistungsfähigkeit zunehmend heraus. Es wird klar, dass viele Kernaufgaben künftig nicht mehr im Alleingang bewältigt werden können. Eine intensivere Zusammenarbeit zwischen Gemeinden ist daher unerlässlich, um Leistungen effizient abzusichern und finanzielle Mittel langfristig verantwortungsvoll einzusetzen. In dieser Podcast-Folge spricht Tatjana Katalan, Partnerin und Head unserer Practice Group Öffentliches Wirtschaftsrecht und Industry Group Energy & Resources bei DORDA, mit Peter Pilz, Partner bei BDO und Steuerexperte für die öffentliche Hand. Gemeinsam beleuchten sie die rechtlichen und steuerlichen Grundlagen der kommunalen Zusammenarbeit – Von Gemeindeverbänden über Gesellschaften sowie Energiegemeinschaften; was macht Sinn und was nicht.

Alex Moss and Burton DeWitt are back with a new episode of your go-to darts podcast after the Belgian Darts Open!   The boys start off the show with a look back at the third European Tour event of the season in Wieze, which saw Luke Humphries beat Jonny Clayton 8-6 in the final to claim his ninth career European Tour title. Alex and Burton look at the race to be the second player to reach 10 European Tour titles, as well as reflect on the runner-up Clayton's 2026 so far.   Jack Drayton (18:41) calls in to reflect on a whirlwind start to 2026, including two victories on the PDC Development Tour and winning the Isle of Man Open to qualify for the WDF World Championships. 'Bossman Junior' talks through how he first got into darts, his impressive youth career in another sport playing golf, earning praise from the three-time Lakeside champion Glen Durrant, and his eye-catching start to the year that has seen him pick up wins over last season's top two players on the Development Tour in Cam Crabtree and Beau Greaves.   Alex and Burton continue the show with a look back at one of the most famous Premier League Darts matches in history that celebrates its 20-year anniversary this week. The boys discuss the Phil Taylor v Raymond van Barneveld Premier League clash in Bournemouth in 2006, which was the first meeting between 'The Power' and 'Barney' since van Barneveld made the switch from the BDO to the PDC.   Joe Hunt (46:32) also joins the show ahead of the second weekend of the Challenge Tour season. The current Challenge Tour #1 reflects on an impressive start to 2026 which has seen him win back-to-back Challenge Tour titles to sit top of the rankings after the first weekend. The Isle of Wight star talks about his time in the sport so far, from his early experiences of the PDC as a teenager to then taking a long break from darts, and how he got the bug back to start playing again, winning his maiden Challenge Tour title last summer and earning several call-ups to the ProTour as a top-up player.   The boys wrap up the show with a recap of the latest PDC Women's Series weekend, which saw Fallon Sherrock end Beau Greaves' incredible 114-match winning streak and Lisa Ashton get back in the title-winners' enclosure.   Join the Darts Strava King group on Strava *** Get your own Alex Moss replica shirt (as worn by our co-host at the Las Vegas Open 2026) from DJD here! A % of the profits will be donated to The Ethan King Fund for Ewing Sarcoma Research *** 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.  This podcast is sponsored by Darts Atlas - the platform for darts players, venues, and organisations. Darts Atlas is the home of the Amateur Darts Circuit (ADC) with hundreds of tournaments held on the platform every week.  Have you used Darts Atlas before? Share your feedback and experiences with Darts Atlas with us by sending an email to weeklydartscast@gmail.com and be in with a chance of winning some new logo Weekly Dartscast stickers! Check out Condor Darts here: UK site *** 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

Clement Manyathela speaks to Kylene Weyers, who is an Associate Director at BDO to better understand how business rescue works and how it affects companies and employees. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

On this episode we are recapping last week's AI Agent & Copilot Summit 2026 conference, which brought together Microsoft officials, partners, and customers for three days of customer education and education. MSDW was a media partner of the event and in addition to event news and announcements we have already covered, we talked to industry veterans for more perspective on how their work with Microsoft customers is evolving as the solutions and technology options evolve for them. We discuss the theme of headless commerce, new user sentiment data around AI adoption, investments in development projects, user adoption challenges, and scenarios presented at the conference that show promise in the future. Our guests on this episode are: •        Adam Drewes, Kopis •        Michael Newman, Yooz •        Asif Rehmani, VisualSP •        Daniel Spees, BDO

Der var sprængstof og blodposer i lasten, da danske og europæiske soldater ankom til Grønland i begyndelsen af året. Det erfarer DR på baggrund af en række nøglekilder tæt på grønlandskrisen, der også beskriver en reel frygt for et amerikansk angreb mod Grønland. To af Grønlands mest markante politikere har forladt det grønlandske parti Siumut - Socialdemokratiets søsterparti - efter at partiet har trukket sig fra den grønlandske regering. Vil en formueskat gøre Danmark fattigere? Og vil det bremse den stigende ulighed? 'Tidens tidsmaskine' spoler ti år frem for at undersøge, hvordan det ser ud, hvis der bliver indført en formueskat efter valget. Værter: Amalie Schroll Munk og Adrian Busk. Medvirkende: Niels Fastrup, undersøgende journalist, DR. Henning Boye Hansen, chefkonsulent og skatteekspert, BDO.

Technology is rapidly transforming the world of auditing, and Africa is no exception.In this episode, we speak to Moses Tibamwenda, Audit Partner at BDO, about how innovations like artificial intelligence, cloud computing and blockchain are changing how auditors examine financial records and assess risk.The conversation also explores how the rise of startups and emerging industries is creating new challenges for auditors, especially when companies operate with limited structures and systems.Listen in as we unpack how auditing is evolving in a fast-changing digital economy.

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:Creative exit pathways to consider in 2026 as long holding periods persistHow AI is being deployed inside PE firms and across their portcosThe biggest challenges and opportunities ahead — from deal selectivity and leverage discipline to a potentially robust M&A environment

In this episode, Christian Lund, Co-Founder of Templafy, reveals how the company built an AI-powered instruction and orchestration layer that helps over 800 enterprise customers — including KPMG, IKEA, and BDO — generate millions of compliant, on-brand business documents 100x faster. Christian shares why the real defensibility in AI isn't the model itself, but the mid-layer that tells the model exactly what to do. Christian breaks down how Templafy turns a simple 8-word user prompt into a 30-page AI instruction book, how their orchestration layer ensures consistent, high-quality outputs across millions of documents, and why enterprises that tried to build AI solutions internally ended up coming back to purpose-built tools. He also shares his honest take on whether AI is a force for good, what skills knowledge workers need to survive, and what he's teaching his three kids about working in an AI-first world. Key Topics Covered - How Templafy's AI instruction layer turns 8-word prompts into 30-page agent briefs - Why the orchestration mid-layer between users and AI models is the most defensible position in enterprise tech - How a Big Four accounting firm became Templafy's very first customer - The transition from rules-based automation to AI-first document generation with agents - Why enterprises took surprisingly long to move from AI toys to enterprise-grade tools - How Templafy integrates with Microsoft 365, Salesforce, and Copilot without getting swallowed by the SaaSpocalypse - The only 2 skills knowledge workers need to stay relevant: setting direction and validating output - Why brand and thought leadership are more important than ever for SaaS companies in 2026 - How BDO Canada saved $1.65 million in one year using Templafy's document automation - Christian's investor perspective on VC moonshots vs. real businesses that generate EBITDA **Episode Timestamps** 00:00 - Introduction and what problem Templafy solves 02:01 - The origin story: from consultants with no product to enterprise SaaS 04:18 - Why finance, law, and pharma became the core customer segment 05:41 - How a Big Four firm became the first customer during the cloud transition 09:02 - What makes a company good at adopting new technology 11:00 - How Templafy sits on top of Microsoft 365, Salesforce, and Copilot 11:37 - Surviving the SaaSpocalypse and finding the new world order 17:08 - Growth in the AI era and why enterprise demand took longer than expected 21:16 - Inside the boardroom: where Templafy fits in the AI landscape 23:31 - The recipe vs. cookbook analogy: how instruction books power AI agents 28:38 - How to become defensible when every company has the same AI models 31:58 - Why humans are more important than ever in enterprise sales 35:11 - The only 2 skills left for knowledge workers 35:52 - Educating children in the age of AI 40:01 - Christian's journey from CEO to CPO to CMO to co-founder 41:17 - Why brand and trust are hyper important in 2026 45:11 - B2B vs. B2C: Templafy's enterprise focus and how it compares to Gamma 49:21 - Christian evaluates the podcast's business model as an investor 54:57 - Is AI a force for good? Christian's honest answer 57:32 - Why do you do what you do? Christian's Socials: LinkedIn — https://www.linkedin.com/in/christianlundcph/ Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe-theaireport-youtube

Alternative internet providers swarmed the market during Covid-19 when internet usage became paramount to the shift of everyone suddenly having to work from home during lockdowns.In the UK we have over 100 altnet providers serving 16.4 million homes, according to a 2025 report by the Independent Networks Co-operative Association. This is up from 1.2 million homes in 2019.Investors were quick to support this expansion with cheap funding. Since 2020, the sector has received around £17.4bn of funding, according to advisory firm BDO.However, the ‘build and they will come' model proved far too optimistic as subscriber growth failed to keep pace. Rising interest rates and burdening costs of building the infrastructure also weighed on these broadband providers.We started to see the first signs of distress at the start of the year, with G.Network filing for administration, shortly after its acquisition by distressed debt investor FitzWalter, and creditors moved to take control of Gigaclear.On this episode we sit down with Ben Davies and Stuart Keeping, senior managing directors from financial advisory firm Teneo to delve into the rise and fall of this overcrowded market and providers' response to the challenges.

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:How tariff uncertainty and macro volatility shaped dealmaking in 2025Creative capital deployment strategies for a tight and competitive marketProprietary deal flow and operational value creation as a competitive edge in the lower middle market

Relebogile Mabotja speaks to Akhona Modi a CFP® (Certified Financial Planner) at BDO Wealth about what happens financially when a terminal diagnosis changes everything what families should know, how to prepare, and how to navigate these difficult decisions with clarity and support.See omnystudio.com/listener for privacy information.

In this episode, you'll learn how nonprofits are really rated—and why the sector's obsession with overhead could finally be ending. Charity Navigator CEO Michael Thatcher joins host Rusty Stahl to explain how nonprofit ratings are shifting toward impact, leadership, and organizational health—and why investing in people matters more than lean budgets. In a candid moment, Thatcher hints at a future where overhead is no longer part of Charity Navigator's ratings formula, signaling a potentially major change in how nonprofits are judged. Listen in, spread the word, and become part of the shift.Download the episode transcriptGuest Bio:Michael leads Charity Navigator in its efforts to make impactful philanthropy easier for all by increasing the breadth and depth of evaluation methodologies to facilitate ratings coverage of substantially larger numbers of charities and expand how the information engages new and existing audiences. Prior to joining Charity Navigator Michael spent more than fifteen years with Microsoft, the last ten of which, as their Public-Sector Chief Technology Officer responsible for technology policy initiatives and engagements with governments and academic leaders in Asia, the Middle-East and Africa. Michael's eclectic background includes years at sea conducting oceanographic research with Woods Hole Oceanographic Institution, composing music and dancing internationally as the co-founder and co-director of Dance Music Light. He has held various board positions within the nonprofit and tech sector, holds several patents in enterprise systems management and has a degree in Music from Columbia University in New York.Links to Resources:Organizations & WebsitesCharity Navigator — ⁠https://www.charitynavigator.org⁠Charity Navigator Nonprofit Portal (Claim Your Profile / Submit Data) — ⁠https://www.charitynavigator.org/portal⁠Fund the People — ⁠https://fundthepeople.org⁠Fund the People Podcast — https://apple.co/3iDT21T ⁠Fund the People Podcast Premium on Patreon — ⁠https://www.patreon.com/fundthepeople⁠Candid (formerly GuideStar & Foundation Center) — ⁠https://candid.org⁠BBB Wise Giving Alliance — ⁠https://www.give.org⁠Overhead Myth Open Letter to America's Donors from FTP's research archives (2013) — https://drive.google.com/file/d/0BwddBi7Cib_xMHpyRXd6WGpFREU/view?usp=sharing&resourcekey=0-ZFQ-F9JdQ0v3O1buOgFhXQ Overhead Myth Letter to America's Nonprofits from FTP's research archive (2014) — https://drive.google.com/file/d/0BwddBi7Cib_xcy0wbEhmRGJtZUU/view?usp=sharing&resourcekey=0-N9yoZdjKvoRuPX-SDTZwtwFunding for Real Change (resource-rich website based on BDO's research on improving funding for indirect costs) — ⁠https://www.fundingforrealchange.com/ Concepts, Research & Sector InitiativesMacArthur Foundation — ⁠https://www.macfound.org⁠Staff Operating Support article in The Nonprofit Quarterly - by Rusty Stahl (Fund the People) — ⁠ https://bit.ly/NonprofitsNeedSOSPodcasts ReferencedFund the People Podcast brief bonus episode announcing the Staff Operating Support (SOS) funding concept — ⁠https://podcasts.apple.com/us/podcast/introducing-staff-operating-support-s-o-s-grants-concept/id1531813289?i=1000735122772Fund the People Podcast episode featuring John Palfrey (CEO of MacArthur Foundation) — https://podcasts.apple.com/us/podcast/macarthur-president-chooses-courage-not-quiet/id1531813289?i=1000712429747 NGO Soul + Strategy Podcast episode featuring Michael Thatcher — https://podcasts.apple.com/us/podcast/051-charity-navigators-changing-expectations-and-its/id1498390711?i=1000598151900Thinkers & Influential Voices MentionedDan Pallotta — ⁠https://danpallotta.com⁠ Simon Sinek — ⁠https://simonsinek.com⁠LinkedIn — ⁠https://www.linkedin.com/company/charity-navigator⁠Instagram — ⁠https://www.instagram.com/charitynavigator ⁠Facebook — ⁠https://www.facebook.com/CharityNavigator⁠ X (Twitter) — ⁠https://x.com/charitynav⁠Tik Tok — ⁠https://www.tiktok.com/@charitynavigator⁠

In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026Creative deal structures that balance immediate DPI generation with long-term value creation opportunitiesStrategic investment themes including digital infrastructure, value-based healthcare, and onshoring trendsIf you enjoy the episode, check out BDO's 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.

In this week's episode, hosts Richard Howells and Oyku Ilgar wrap up 2025's biggest supply chain shifts, from AI and digital twins to cybersecurity, geopolitics, human-centric workforces, and sustainability – sharing expert insights and a look ahead to a more resilient 2026Download the episode transcript=====This week, Richard Howells and Oyku Ilgar – together with leading voices from SAP, IDC, Deloitte, Everstream, BDO, and more – revisit 2025's hottest supply chain topics: AI-enabled and human-centric operations, business networks, cybersecurity, geopolitics, ESG regulation, and sustainability. Hear how digital foundations, intelligent planning and circularity are reshaping supply chains and why resilience will define success in 2026 and beyond.=====Host 1: Richard Howells, SAPRichard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Host 2: Oyku Ilgar, SAP Oyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability. She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape. =====Show Links:Supply Chain Management SAP Supply Chain Management SAP Insights: Supply Chain Follow Us on Social Media Richard Howells: LinkedIn, X Oyku Ilgar: LinkedIn SAP Digital Supply Chain: LinkedIn Please give us a like, share, and subscribe to stay up-to-date on future episodes! =====Chapters: 00:00:00: Intro00:00:37: AI-enabled, data-driven supply chains and digital foundations00:03:10: Business networks and supply chain orchestration00:04:16: Cybersecurity deep in ERP and operations00:06:01: Geopolitics, tariffs and global trade disruption00:08:32: AI, automation and the human-centric workforce00:10:57: ESG regulation and sustainability00:13:27: Holiday wishes and looking ahead to 2026

Nokukhanya Mntambo speaks to Mphahlela Mokgatle, Equity Partner at BDO, about why companies can be profitable on paper yet still run into cash flow problems or collapse, highlighting how poor liquidity and mis-aligned capital strategies, not earnings, often sink otherwise successful businesses. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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Podcast del programa Imagen Empresarial transmitido originalmente el 09 de diciembre del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Enrique Hanz Mues Guizar, Cirujano urólogo robótico, director de Curaq en Dr Hanz Tema: Dr Hanz Entrevista: Lic. Pablo García Vargas CEO de Emigra Dubai y Lic. Jennyfer Jurado Hernández BDO de Emigra Dubái Tema: Expo de los Emiratos Árabes Unidos a México Entrevista: José Ramírez del Carmen, director general de CR Tema: CR

Andy Baldwin and Erika Flowers sit down with Lori Langholz, Partner and Chief Business Development Officer at BDO, to explore what drives growth in professional services. Lori shares her journey from teaching to leading business development, highlighting the qualities that set top performers apart and the importance of building trust—both internally and externally. She discusses the evolution of sales teams, the value of genuine curiosity, and lessons learned from scaling growth operations. Lori also reflects on how collaboration, adaptability, and clear leadership mandates shape success in complex organizations.

In this Voices episode, the speakers explored LDI—a new organization and framework designed to showcase how data skills and approaches transcend traditional boundaries. They also discussed how leveraging data strategies can unlock value across diverse use cases, driving innovation and adaptability in the legal tech landscape Moderator: Monique Sever, Litigation Support & eDiscovery Supervisor, Harper Grey LLP Speakers: Kelly Friedman, Partner, Heuristica Discovery  Paul Park, Director, Data Breach, Cyber and Data eDiscovery Solutions, BDO

In this episode, nonprofit finance expert Gretchen Upholt joins Rusty to introduce Nonprofit GPS, BDO's free new online toolkit for scenario planning, business model resilience, and short-term coaching. Learn how your organization can navigate revenue risk and make informed financial decisions in 2026, as the impact of the Trump Administration's War on Charity continues to roll across the sector.Itching for more Fund the People Podcast? Join the new Premium version of the show on Patreon! Visit ⁠patreon.com/fundthepeople⁠ to join. You'll get extended episodes, videos, bonus content, and community conversations. Plus, you'll get Riverside Reflections, an entire new weekly show only available to premium subscribers! Get the inside scoop on Fund the People while getting outside for a walk and an intimate conversation with host Rusty Stahl. Download an edited transcript of this episode.Related Episodes:Funders Confront Reality and Myth of Nonprofit Overhead with Rodney Christopher, BDOMacArthur President Chooses Courage, Not Quiet with John Palfrey, MacArthur FoundationHow Many-Year Grants Strengthen Nonprofit Jobs and Impact with Betsy Leondar-Wright, Fund the PeopleResources Mentioned:Nonprofit GPS website (free tools from BDO and their partners)Strong Nonprofits websiteNonprofit Financial Commons websiteBDO Nonprofit and EducationFunding for Real Change, the website that resulted from the Real Change, Real Costs InitiativeOn our 'PodPage', stream this and all episodes, find links to our show on your favorite podcast player⁠⁠, and more.Resources Mentioned:Nonprofit GPS website (free tools, templates, webinars, coaching from BDO and their partners)Strong Nonprofits websiteBDO Nonprofit and EducationFunding for Real Change, the website that resulted from the Real Change, Real Costs InitiativeGuest Bio:As a Managing Director with BDO's Nonprofit and Grantmaker Advisory practice, Gretchen Upholt leads the team's Cohort & Initiative programs, where BDO partners with funders to provide large-scale capacity building programs for their grantees. She also serves as a lead for several key product areas including training and finance technology consulting, and as a representative of BDO to nonprofits and funders in the Midwest region. In addition to her leadership in the practice, she splits her time between playing an active role as trainer, coach, and curriculum developer for cohort and other training initiatives and as consultant to nonprofit clients across the country, helping nonprofit leaders improve their financial management skills and processes. An experienced staff and program manager, Gretchen is skilled in training, capacity building, research, and program and volunteer management. Previously, Gretchen served as the head of the Volunteer Department at the Thabyay Education Network in Thailand. In that role, Gretchen developed a strategic plan to improve monitoring and evaluation and program management in her department. She also served on the leadership team for the organization, where she reviewed and approved budgets for the organization's 22 programs and worked on a plan to restructure the organization's finance and operations staffing and systems.  Gretchen's widely diverse nonprofit experience includes working on the corporate citizenship team at the TCC Group, designing and implementing a pilot research study on nonprofit talent costs for the Talent Philanthropy Project (now Fund the People), as a project manager with the Connecticut Coalition to End Homelessness, and as Chorus Manager for The Choral Arts Society of Washington. She also served as a Community Development Peace Corps Volunteer in Ukraine, where she designed project frameworks, wrote grants, and led a committee tasked with making funding decisions for USAID-funded grants.

In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:How they're establishing market differentiation amid increased competitionAdapting exit strategies as hold periods extend and continuation vehicles gain tractionMaintaining investment discipline and focus amid ongoing market uncertainty

As health care organizations rapidly adopt advanced technologies, including artificial intelligence (AI), they face complex challenges around health care delivery and accountability. Christi Grimm, Managing Director, BDO, and Julie Taitsman, Managing Director, BDO, discuss how AI is showing up in clinical care and the business of health care, from helping physicians manage information to transforming the revenue cycle process, and how technology is supporting government efforts to protect public funds, detect risks, and promote transparency. Christi is the former Inspector General, U.S Department of Health and Human Services (HHS), and Julie is the former Chief Medical Officer, HHS Office of the Inspector General. Sponsored by BDO.Watch this episode: https://www.youtube.com/watch?v=oOHMEoTTvGkLearn more about BDO: https://www.bdo.com/ Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Have you ever wondered what it looks like when a global professional services firm commits over one billion dollars to AI and expects it to reshape the way its people work across every corner of the business? That question sat with me as I spoke with Russ Ahlers, Chief Information Officer at BDO USA, and someone who has spent three decades building technology foundations that hold up some of the most complex operations in the industry. This conversation goes straight into the reality of enterprise AI programs, the human decisions behind them, and the scale required to turn strategy into day to day transformation. Russ shares how BDO is approaching AI as a global effort rather than a series of disconnected projects. He explains how the firm's five year investment is designed to upgrade core systems, bring automation into areas that slow teams down, and build intelligent capabilities that support professionals across audit, tax, and advisory. I was interested in how he balances ambition with governance, and he offers a grounded view on why AI only delivers real value when firms focus on data quality, security, and practical use cases that free people to do higher value work. What stood out is Russ's long view. His time leading BDO International's IT strategy shaped the way he thinks about scale, convergence, and consistency. Across this episode he reflects on the lessons learned from supporting member firms worldwide, the importance of shared standards, and the cultural shift needed for AI to land with impact across a large workforce. His perspective is shaped by years of integrating new firms into the BDO network, where technology adoption and organisational change must move together. This episode is a chance to understand how a major global organisation is building its future on intelligent systems, why long term investments matter, and how leaders think about readiness, risk, and opportunity when the stakes are high. It also speaks to something more personal. Russ talks about the mindset behind modern IT leadership, the importance of curiosity, and the practical realities of running an innovation program that touches every part of the enterprise. Where do you stand on the idea of a billion dollar AI commitment, and what questions would you want answered before making a move like that? I would love to hear what you think.   Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.

Crain's residential real estate reporter Dennis Rodkin and host Amy Guth discuss the latest news from the local housing market, including luxury home sales breaking an annual record with weeks still to go in 2025.Plus: Walgreens lists massive Old Post Office space for sublease, BDO claims it was impossible to detect alleged fraud at First Brands, owner of former Rainforest Cafe building facing foreclosure suit and Chicago lands another quantum computer maker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA's PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence' matters. They also break down the end of IRS Direct File, Intuit's TurboTax stores, the Supreme Court's skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/casBILL - http://accountingpodcast.promo/billChapters(00:00) - Welcome to The Accounting Podcast (01:16) - Viral Tweet and Personal Anecdotes (01:53) - Interview with Furloughed IRS Lawyer (05:45) - Government Shutdown Economic Impact (10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown (14:30) - IRS Leadership and Controversies (17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act (24:53) - Supreme Court Hearing on Tariffs (31:17) - Major Authority and the Power of the Purse (32:03) - AI Agents Falling for Scams (35:32) - NASBA's Private Equity Task Force White Paper (37:02) - Concerns Over Auditor Independence (49:10) - BDO and First Brands Scandal (01:02:35) - Wrap up and Final Thoughts  Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed 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

Show Notes: Jonathan Hughes talks about his career in consulting, starting with an economic consulting firm, Putnam Hayes and Bartlett, in Los Angeles. He mentions his connection back to Harvard through CMI (Conflict Management Inc.) founded by Roger Fisher and Bruce Patton, and his subsequent roles at Vantage Partners and BDO. The Career Path As a Consultant Jonathan describes his role at CMI, focusing on complex negotiations and business partnerships, and his role in helping to start the boutique firm, Vantage Partners where he spent around 25 years as a partner. He later moved over to BDO, a large professional services firm, where he led the Management Consulting practice in the US, and globally. Working As a Conflict Management ConsultantJonathan discusses his work with CMI, emphasizing the importance of managing conflict constructively and approaching conflict creatively to develop solutions. He shares his experience with a pro bono project for OCHA (Office for Coordination of Humanitarian Assistance) at the UN, focusing on partnerships with the private sector. Jonathan highlights his work with conventional and special forces in the military, including SEALs and Civil Affairs, on negotiation and conflict management training. He explains the challenges of internal and interagency negotiations, as well as those with external parties, in both the military and corporate sector.Influence Training to Special ForcesJonathan elaborates on the influence training provided to special forces, including negotiations with governments and local leaders, partner forces, CIA, and the Department of State.He compares the challenges of internal negotiations within organizations to external negotiations with customer, strategic partners, and suppliers. Jonathan emphasizes the importance of aligning different stakeholders and executives within any organization. He shares an example of a multi-billion dollar negotiation with  a state-owned enterprise a global corporation where understanding the other side's perspective was key to coming to an agreement.Unpacking Negotiation TechniquesThe conversation turns to the influence techniques at McKinsey, including role-playing scenarios and tools like legitimacy, logical persuasion, and appealing to friendship.Jonathan discusses the importance of fact-based negotiation and the role of psychology and emotional motivations in influence. He introduces the concept of "calling people to a higher purpose" and the psychological drive for consistency. Jonathan shares a story about a negotiation where challenging the other side's unreasonable demand led to a more fair agreement.Work History SummarizedWhen asked how conflict resolution training has influenced Jonathan's personal life.Jonathan says that he is sometimes better at giving advice than incorporating it himself. Jonathan mentions that he has pursued a breadth of experiences working across life sciences, and biopharma, energy and natural resources, the semiconductor industry, and the intersection of software, financial services, and data and analytics. He mentioned extensive work with Equifax over the last 13 years. Jonathan discusses the balance between competition and collaboration in his strategy work.Creative Pursuits and Cat RescuersJonathan mentions his current focus on figuring out his next steps after leaving BDO and shares his interest in film. He mentions his experience as an executive producer on a documentary called "The Cat Rescuers." Jonathan mentions his love for travel, scuba diving, reading, and writing, including contributions to Harvard Business Review and MIT's Sloan Management Review, focusing on topics ranging from innovation, to supply chain management, to negotiation, influence, and conflict management. Jonathan expresses his interest in finding another film project in the future. He emphasizes the importance of reading philosophy and science books, which continue to influence his thinking.Harvard ReflectionsJonathan mentions his concentration in philosophy and the impact of professors like John Rawls and Stanley Cavell. He highlights a course called Thinking About Thinking taught by Stephen Jay Gould, Alan Dershowitz, and Robert Nozick. Jonathan discusses the relevance of his philosophy education to his career in consulting.He mentions his continued interest in philosophy and science, despite focusing on business in his professional life. Jonathan shares recently read books, including a new translation of The Odyssey and rereading the Earthsea trilogy by Ursula K. Le Guin. He reflects on the theme of human finitude in Le Guin's books and its relevance to current discussions on human immortality and transhumanism. Jonathan expresses mixed feelings about the pursuit of human immortality and the importance of accepting human limitations. He mentions his recent LinkedIn post predicting future trends, including the impact of AI and technology on society. Timestamps: 02:56: Conflict Management and Pro Bono Work  06:25: Influence Training for Special Forces 11:37: Influence Techniques and Training Methods  22:43: Conflict Resolution in Personal Life  23:44: Professional Evolution and Current Focus  27:28: Personal Interests and Future Plans  29:19: Influential Courses and Professors at Harvard  32:48: Favorite Novels and Personal Reflections  Links: LinkedIn: Jonathan Hughes | LinkedIn Articles: What's Your Negotiation Strategy? HBR Formalize Escalation Procedures to Improve Decision-Making - MIT Sloan Review Unlearning to Innovate - Ivey Business Journal Why Influence Is a Two-Way Street - MIT SMR Store Simple Rules for Making Alliances Work - HBR Featured Non-profit: Hi. This is Mark Messenbaugh, class of 1992. Special thanks to Will Bachman for putting this podcast together to keep us all informed of what one another is doing. Great to hear your stories. The featured non-profit for this episode of The 92 Report is the Boys and Girls Clubs of America. I worked for BGCA back during the 2000s. It is a life changing organization that brings youth development and safe after school and summer programs to neighborhoods around the country that need it most. Saves Lives, saves communities. I hope you'll take a look at them. You can learn more@www.bgca.org and with that, here's Will Bachman with this week's episode. To learn more about their work, visit: www.bgca.org. AI generated show notes and transcript  

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

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.

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.

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”)

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.