Podcasts about capital planning

Let's face it—capital planning is one of the most important, yet most frustrating, parts of the finance function. From siloed spreadsheets to unclear ROI metrics and approval chaos, most organizations are making multimillion-dollar decisions without full visibility or confidence. In this solo episode of CPM Customer Success, we break down how OneStream's Capital Planning solution—available in the OneStream Marketplace—is helping finance and accounting leaders streamline capex planning, gain real-time insights, and unlock long-term value from their investments. We'll cover: What modern capital planning should look like The top 5 pain points most finance teams struggle with How OneStream simplifies fixed asset tracking, depreciation, and capital forecasting Real-world results, including: A federal agency that cut 300+ hours/month in reporting A global manufacturer that eliminated Excel chaos and improved asset governance If you're responsible for budgeting, forecasting, or managing strategic investments, this episode gives you a practical look at how OneStream can transform the way you plan and prioritize capital. Listen all our episodes here: https://www.novaadvisory.com/podcast

In this episode of Full Disclosure, our hosts Tyler Traudt and Nina Enholm explore the unique role of bond banks with Michael Gaughan, Executive Director of the Vermont Bond Bank. Michael shares his expertise on how bond banks provide critical access to capital for small and rural communities, ensuring they can fund essential infrastructure projects without the complexities of direct market access. Michael takes us through the origins of the Vermont Bond Bank, the first of its kind in the nation, and explains how it continues to evolve, offering innovative financing solutions that help municipalities manage challenges like rising interest rates, disaster recovery, and sustainability projects. From a small town rebuilding after a devastating fire to statewide efforts to address climate resilience, listeners will gain valuable insights into how bond banks operate, the challenges of financing public projects in rural areas, and why access to equitable, long-term capital is crucial for the sustainability and growth of small communities.  Featured Guest: Michael Gaughan is the Executive Director & Secretary of the Vermont Bond Bank, where he has led efforts to support municipal financing and infrastructure development across the state since 2018. In this role, Michael oversees lending programs that enable local governments, school districts, and other public entities to secure funding for essential projects. He also serves as the Executive Director of the Vermont Educational and Health Buildings Financing Agency, further advancing access to cost-effective capital for educational and healthcare institutions. Michael represents the Bond Bank on the State of Vermont's Capital Debt Affordability Advisory Committee, providing expert insight on the state's long-term borrowing capacity. His extensive experience in public finance includes serving as a Director at the National Development Council (NDC), where he worked on community development finance initiatives nationwide, and as a public finance banker at PNC, specializing in governmental, housing, and community facilities transactions. In addition to his leadership roles, Michael is actively involved in public finance and economic development organizations. He is a board member of the Northeast State Government Finance Officers Association (NESGFOA), an advisor to the Government Finance Officers Association's (GFOA) Committee on Economic Development and Capital Planning, and a member of the Executive Committee for the City of Burlington's Planning Commission.   Top Takeaways from Episode 02: How Bond Banks Level the Playing Field – The Vermont Bond Bank provides small and rural communities with access to affordable financing, ensuring that even towns with just a few hundred residents can fund essential infrastructure projects at the same rates as larger municipalities. A History of Innovation – Vermont was home to the first bond bank in the U.S., created to address a capital crunch in the 1970s. Since then, the model has evolved to meet modern financial challenges, offering solutions beyond traditional municipal bonds. Bridging the Gap for Disaster Recovery – Vermont's Municipal Climate Recovery Fund is a forward-thinking initiative that helps communities secure financing for rebuilding after floods and other climate-related disasters.

As utilities face the mounting challenges of aging infrastructure, increasing demand, and evolving sustainability mandates, the need for smarter, more efficient capital planning is more pressing than ever. Simultaneously, you seemingly can't go a day without seeing a new, awe-inspiring headline about the power that artificial intelligence is newly bringing to the world. At the nexus of these two trending topics, this episode's guests see tremendous opportunity. AI is playing a transformative role in helping utilities optimize their investment strategies, ensuring resources are allocated efficiently while mitigating risks. In this episode of Power Perspectives, Tom Ligocki, Global Head of Energy and Water Services at IFS, and Danilo Prates, Senior Director of Program Management at Copperleaf, explore how AI-driven analytics are revolutionizing capital planning, enabling utilities to make data-driven decisions on infrastructure upgrades, resilience planning, and cost management. Listen in to learn firsthand expertise from these experts as they analyze: - The critical role of capital planning in the utility sector - How AI is enhancing investment decision-making for utilities - Key challenges utilities face in modernizing infrastructure and integrating renewable energy - Real-world benefits and cost savings from AI-powered capital planning solutions Join podcast host Jason Price and producer Matt Chester as they navigate these new opportunities shared by Tom and Danilo. Whether you're a utility leader, an energy sector professional, or an AI enthusiast, this episode provides valuable insights into how technology is shaping the future of infrastructure investment. This episode is brought to you by Copperleaf. Key Links: Energy Central Post with Full Episode Transcript: https://energycentral.com/o/energy-central/can-ai-do-your-capital-planning-you-brought-you-copperleaf#posting Video version of the episode on YouTube: https://youtu.be/sTsfgcSoGTE Copperleaf on Energy Central: https://energycentral.com/o/copperleaf Industrial AI is IFS.ai: https://www.ifs.com/ai Copperleaf eBook: Value-based Decision Making: https://www.copperleaf.com/knowledge-hub/ebook-value-based-decision-making-the-key-to-better-business-performance/ Decision Analytics Solutions for Electrical Utilities: https://www.copperleaf.com/solutions-for-industry/electric-utilities-decision-analysis-software/ Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast

Hear from Jo Paisley and Maxine Nelson of the GARP Risk Institute as they look back on key learnings from the latest season of the Climate Risk Podcast. As we head into 2025, the GARP Climate Risk Podcast kicks off the new year with a retrospective on the past 12 months, reviewing the key themes and insights that emerged during 2024.  From soil scientists to policymakers, financial experts to climate modelers, we've welcomed a diverse range of guests to share their expertise. This episode revisits some of the key learnings from these conversations and highlights the invaluable advice our guests have shared with risk professionals as we navigate the path to a net-zero and nature-positive future. Today's episode will delve into: Why we need to think about climate and nature together What we learned about the transition to net zero The potential global temperature increases we face The modelling underpinning all these insights To find out more about the Sustainability and Climate Risk (SCR®) Certificate, follow this link: https://www.garp.org/scr  For more information on climate risk, visit GARP's Global Sustainability and Climate Risk Resource Centre: https://www.garp.org/sustainability-climate If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com   Speaker's Bio(s) Jo Paisley is President of the GARP Risk Institute, the thought leadership arm of GARP. Set up in early 2018, the Institute works across all risk disciplines, with Jo's focus to date on climate risk management and scenario analysis, stress testing and operational resilience. Her career began at the Bank of England where she worked in a variety of roles across macroeconomics, statistics, supervision and risk. Her last role was as a Director of the Supervisory Risk Specialists Division within the Prudential Regulation Authority, where she was heavily involved in the design and execution of the UK's first concurrent stress test in 2014. She left the Bank in 2015 and joined HSBC as their Global Head of Stress Testing. She has also worked as an independent stress testing consultant, advising firms on how to get the most value out of stress testing. Dr. Maxine Nelson is a Senior Vice President at the GARP Risk Institute, GARP's research and thought leadership arm, where she focusses on climate financial risk management.  She has extensive experience in risk, capital and regulation gained from a wide-ranging variety of roles, including Global Head of Wholesale Risk Analytics and Head of Capital Planning at HSBC, significantly expanding counterparty credit risk management at the UK Financial Services Authority during the last financial crisis, leading the credit risk team at KPMG London, senior credit risk consultant at Oliver Wyman, and embedding operational risk analytics globally at National Australia Bank. Maxine has a degree in mechanical engineering and a PhD characterizing how best to apply probability theory to real world problems.

Join Martim Rocha, Global Head of Risk Banking Solutions at SAS, and Luis Jesus, Senior Manager at SAS, as they discuss how financial institutions can transform their risk management to thrive in today's volatile market. Financial organizations today face heightened regulatory scrutiny while contending with siloed, legacy risk systems. But those that embrace AI, cloud, and integration can unlock new levels of efficiency, scalability, and proactive insights. Hear expert strategies for building a future-ready risk ecosystem - one that delivers governance, control, and competitive advantage.  Key topics: - Top challenges risk teams face in cost rationalization and automation - How modernizing risk technology impacts business processes and decision-making. - Balancing business continuity, modernization, and regulatory demands - Addressing banking industry challenges and trends related to risk modernization over the next 5 years   Speakers' Bios Martim Rocha, Global Head of Risk Banking Solutions at SAS Martim manages a team of global experts on banking risk management, defining roadmaps and priorities for SAS solutions and supporting customers all over the world on their journey to take the best of the SAS solutions, from scoping and defining the best approach for each business case to helping customers taking the SAS solutions through implementation to be live as a production system. Martim has published several papers and has spoken at several conferences around the world on the topics of Risk Management in Banking, Risk and Finance Integration, IFRS9/CECL, Regulatory Risk Management, ALM, Capital Planning , Scenario Based Analysis and Stress-testing. With SAS for more then 17 years, he played the role of Strategic Advisor and Solution Designer on projects such as Stress-testing on a G-Sib based in London; IFRS9 and Stress-testing at G-SIB bank covering more than 60 locations worldwide; IFRS9 impairment at a couple of Top 5 Nordic Bank covering 5 countries; IFRS9 full-scope at Top banks in UAE; and IFRS9 impairment at more than a Top 5 South African Bank. Martim has more than 25 years of experience in the financial services industry on the topics of risk management, business analytics and data management. He has designed and managed projects for banks, insurance firms and other financial services companies in areas such as financial management, risk management, predictive analytics, financial and sales performance, strategy management, and customer analysis and segmentation. In addition, he was a lecturer for courses on advanced decision support systems, data warehousing and data mining at the Autonomous University of Lisbon and at the ISCTE Business School. Before joining SAS, Martim was a partner on the Business Analytics focused consulting firm, Noscitare where he led the delivery of many IT projects in financial services companies. Martim has a post-graduate degree in Business Administration from Nova SBE and has an undergraduate degree in Computer Science from ISIG.   Luis Jesus, Senior Manager at Risk, Fraud and Compliance Solutions , SAS Luis Jesus is a risk management professional with 20+ years of experience in the financial services sector. He is currently a Senior Manager in the Integrated Balance-sheet Management solutions. Luís has a professional experience of more than 20 years in the financial sector being involved in different risk management projects namely on the implementation of the Basel Accord requirements, development of PD, LGD and CCF models, operational risk frameworks, recovery and resolution plans, ICAAP and ILAAP frameworks, development of IFRS9 compliant impairment calculation information systems and risk governance. Before joining SAS he was the Chief Risk Officer in a Portuguese bank and before that he was an Associated Partner in KPMG. Links from today's discussion: https://www.sas.com/en/whitepapers/how-to-win-by-liberating-alm-113740.html   Over the years, GARP and SAS have partnered to bring risk practitioners unique insights on a variety of topics related to risk management. Now we present a series of podcasts focused on making financial risk-based decisions in light of the rapid evolution of artificial intelligence and machine learning.   About SAS SAS is a global leader in data and AI. We help organizations transform data into trusted decisions faster by providing knowledge in the moments that matter. No matter how you prioritize risk, SAS has proven solutions and best practices to help organizations establish a risk-aware culture, optimize capital and liquidity, and meet regulatory demands. SAS® provides on-demand, high-performance risk analytics to ensure greater efficiency and transparency. Strike the right balance between short- and long-term strategies. And confidently address changing regulations and manage compliance. Discover why 90% of the Fortune 100 use SAS. sas.com/riskmanagement.

@1QLeadership Question: What does it take to find success in every role? Kortne Gosha, Sr. Associate AD for Capital Planning at Nebraska, visits with Wesley Abercrombie of Peak Sports to discuss leadership and finding career success. Gosha started his career as a football equipment manager. Since then, he has led an athletics department, hired coaches, raised money, and done a number of other things that has helped the institutions he worked for change for the better. - One Question Leadership Podcast - Tai M. Brown

Please text on topics, guest ideas, comments. Please include your email if you want a reply.Climate risk modelling plays a vital role in shaping informed decisions, managing risks, and driving strategic planning by empowering businesses, governments, and individuals to understand and quantify the impacts of climate change. It enables organizations to pinpoint and evaluate climate-related risks, meet regulatory requirements, safeguard financial stability, and fortify resilience. Furthermore, it underpins accurate insurance pricing and investment evaluations, while guiding public policy and resource allocation. In this episode, we are joined by renowned expert Martim Rocha. Together, we explore the high-level aspects of climate risk modelling and delve into the key areas of climate risk it addresses, including physical and transition risks. Martim shares his insights on data analytics, emphasizing the critical issue of data quality. He also examines the transformative role AI is playing in modelling and provides a compelling long-term outlook.ABOUT MARTIM: Martim Rocha is the Global Head of the Risk Banking Solutions, as such he manages a team of global experts on banking risk management, defining roadmaps and priorities for SAS solutions and supporting customers on their journey to take the best of the SAS solutions, defining the best approach for each business case, and taking the to be live system. Martim has published several papers and has spoken at several conferences around the world on the topics of Risk Management in Banking, Risk and Finance Integration, IFRS9/CECL, Regulatory Risk Management, Balance Sheet Management, Capital Planning, Scenario Based Analysis and Stress-testing and more recently on Climate Risk on Financial Services.  With SAS for more than 20 years, he played leading roles on projects such as Stress-testing on a G-Sib based in London; IFRS9 and Stress-testing at G-SIB bank covering more than 60 locations worldwide; a couple of Top 5 Nordic Bank, at Top banks in UAE; and others. In addition, he was a lecturer for courses on advanced decision support systems, data warehousing and data mining at the Autonomous University of Lisbon and at the ISCTE Business School. Before joining SAS, Martim worked for the financial services industry implementing MIS, EIS, Financial Planning and Budgeting and Balanced Scorecard systems. After he was a partner on the Business Analytics focused consulting firm, Noscitare where he led the delivery of many IT projects again in financial services companies. Martim has a post-graduate degree in Business Administration from Nova SBE and has an undergraduate degree in Computer Science from ISIG. FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30-50 Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | Ep51 – Brandenburg Concerto No. 4 in G, Movement I (Allegro), BWV 1049 Kevin MacLeod. Licensed under Creative Commons: By Attribution 4.0 License

Greg Baer, CEO of the Bank Policy Institute, makes the case that regulators did not follow the law when they proposed new capital standards for the biggest banks by failing to provide adequate analysis and data. He details what he believes is missing and why he's confident a final rule will be substantially different.

Bronwyn Clere is Operations Executive at InfraCo - the asset based business of Australian telecommunications company Telstra. Prior to joining InfraCo Bronwyn was head of growth platforms at TelstraHealth, Executive Director, Capital Planning and Delivery at Telstra. She has also been a managing partner at JP Morgan and worked for AIA in Hong Kong and AXA in Australia, New Zealand and the United Kingdom. Bronwyn shares her early culture experiences, learning from great - and not so great - leaders and how she creates unique cultures that truly deliver. --------- Find out more about Colin www.colindellis.com --------- Incidental show music courtesy of Purple Planet--------- --- Send in a voice message: https://podcasters.spotify.com/pod/show/culturemakers/message

Oracle's planning tool was one of the first cloud-ready EPM products, originally released as Planning and Budgeting Cloud Service (PBCS) in 2014. During this episode, you will hear from EPMI's Director of Planning and VP of Technology dive into each module of Oracle Cloud EPM Planning. The modules covered include Financials, Scenario Modeling, Workforce, Capital, and Projects. The cast discusses customer use cases in High Tech, Life Sciences, and Retail industries, the functionality of each module, and artificial intelligence.  Exploring the Modules of Oracle Cloud EPM Planning: https://epmi.com/blog/exploring-the-modules-of-oracle-cloud-epm-planning/

In this episode of the Impostor Syndrome Files, we talk about the unfortunate prevalence of inappropriate behavior in the workplace. When this happens to us, we're often blindsided and unprepared for how to best respond. It can lead us to doubt ourselves and second-guess our own behavior. And even our organizations may not be prepared to adequately address the problem. My guests this week, Wesley Ellison Stewart and Jamie Hays Szelc, founders of JWS Empowerment Solutions, share their personal stories of sexual harassment in the workplace and how their experiences led them to start a consulting business focused on empowering individuals and organizations to more effectively address inappropriate behavior in higher education fundraising and beyond. About My GuestsWesley Ellison StewartWesley E. Stewart is the Associate Vice President for Major Giving & Athletics Advancement at Boston College. In her tenure, she has led the regional, parent, and athletics advancement teams to breakout years, envisioning and executing on complex organizational change that implements best practices and positions BC to be ambitious in its next campaign. Her leadership in this role has had a direct impact on the past three record breaking years at BC. She also serves as the University Advancement liaison to the Office of Student Affairs & Capital Planning. She was promoted into this role from previously serving as Associate Vice President for Major Giving and Senior Associate Athletics Director for Development.Jamie Hays SzelcJamie Hays Szelc is co-founder of JWS Empowerment Solutions, alongside her business partner, Wesley Ellison Stewart.  Jamie also works for PILYTIX, an Austin-based AI Tech company dedicated to implementing technological solutions designed to generate revenue, save time, and reduce costs for universities, and sports & entertainment organizations.  There, Jamie serves as Director of Business Development for their fundraising unit.Jamie has vast development experience and leadership roles in Higher Ed that spans nearly 20 years. Prior to her role at PILYTIX, Jamie served as Associate Athletics Director for Development at the University of Kansas. ~Connect with Wesley & Jamie:Website: www.jwsempowerment.comLinkedIn: https://www.linkedin.com/company/jws-empowerment-solutions/Twitter: @JWSEmpowerment ~Connect with Kim and The Impostor Syndrome Files:Join the free Impostor Syndrome Challenge:https://yourcareersuccess.com/impostor-syndrome-challenge/ Learn more about the Leading Humans discussion group:https://yourcareersuccess.com/leading-humans-discussion-group/Join the Slack channel to learn from, connect with and support other professionals: https://forms.gle/Ts4Vg4Nx4HDnTVUC6 Join the Facebook group:https://www.facebook.com/groups/leadinghumansSchedule time to speak with Kim Meninger directly about your questions/challenges: https://bookme.name/ExecCareer/strategy-session Connect on LinkedIn:https://www.linkedin.com/in/kimmeninger/ Websites:https://yourcareersuccess.comhttps://impostorsyndromefiles.com

Hear from Jo Paisley and Maxine Nelson of the GARP Risk Institute as they look back on key learnings from the latest season of the Climate Risk Podcast. As we head into 2023, Maxine and Jo once again join forces to review the latest season of Climate Risk Podcasts, gleaning key insights from each guest and discussing ongoing trends in climate risk management. From scientists to CEOs, asset owners to archaeologists, we've upheld our promise to showcase a variety of different perspectives on climate risk and sustainability. This episode re-examines the rich knowledge that has been shared on the Climate Risk Podcast over the last 12 months, creating a narrative of climate risk wisdom to guide our listeners through this fast-moving field. In today's episode, we will discuss: What we've learnt about risk, vulnerability, and exposure; How well the financial sector is supporting the transition to a net-zero world; And what advice our guests offered to risk and finance professionals. Links from today's discussion: Andy Smith and Matt Jones - 30 Years of Catastrophe Modelling: Lessons for Risk Professionals Julie Pullen - The Oceans & Climate Explained (and Why it Matters to Finance) Kevin Dooley - Supply Chains: Why Sustainability is the Best Form of Risk Management David Victor and Danny Cullenward - How Politics Shapes Climate Policy: Insights for Risk Professionals Emily Shuckburgh - Data, AI, and Innovation: Insights from the Frontiers of Climate Science Brian Fagan - 30,000 Years in 30 Minutes: Climate Risk from an Archaeologist's Perspective Bruce Usher - Investing in the Era of Climate Change Sean Kidney - The Green Bond Market Explained (And Why Investors Do Need to Worry About Climate Risk) Alan Smith - Culture and Capability: An Asset Owner's Guide to Net Zero Eila Kreivi - EU Taxonomy for Sustainable Finance: Everything You Wanted to Know, But Were Too Afraid to Ask Mark Campanale - Achieving Net-Zero: Reframing Climate Change as a Supply Side Issue William McDonnell - The "Net" of "Net-Zero": Making Voluntary Carbon Markets Work and Christmas Climate Book Club Special Speaker's Bio(s) Jo Paisley, President, GARP Risk Institute Jo has worked on a variety of risk areas at GRI, including stress testing, operational resilience, model risk management and climate risk. Her career prior to joining GARP spanned public and private sectors, including working as the Director of the Supervisory Risk Specialist Division within the Prudential Regulation Authority and as Global Head of Stress Testing at HSBC. Maxine Nelson, Senior Vice President, GARP Risk Institute Maxine currently focuses on climate risk management. Previous roles have included operational risk modelling at NAB, leading KMPG London's credit risk team, senior consultant at Oliver Wyman, responsibility for counterparty credit risk at the UK Financial Services Authority, and Global Head of Wholesale Risk Analytics and Head of Capital Planning at HSBC.

Musician, Lawyer, and President of one of the nation's premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with operations, including overseeing day-to-day operations and identifying new areas of opportunity and growth. David has worked himself up the ladder in the space, previously serving as Executive Vice President and Head of the RIA segment for Fidelity Clearing & Custody Solutions and now serving as President of Bluespring Wealth Partners. David has worked on many sides of the RIA space, including custody, and now acquiring, but, as most stories go, working in the RIA space wasn't his life-long passion. Without question, he had his sights set on the entertainment industry. He based his life around going into the entertainment industry – training at one point as an actor – and has a love of music and playing his guitar. Breaking into the entertainment industry is hard; beyond acting as an extra, he found that the work just wasn't there. He quickly had to realize that there were other avenues he could take to make money, while still keeping the arts as a deeply held passion. Once he made the decision to focus himself elsewhere, David was drawn to law. The lure of the courtroom was undeniable to David, and he went on to pursue a Juris Doctorate from the University of Baltimore. He loved the courtroom and trial-work, and currently holds his FNRA Series 24 license and is a California State Bar member. THE BLUESPRING ATTRACTION David has been a jack of all trades in the best way possible, but what attracted him to Bluespring Wealth Partners after nearly three decades in the RIA space is simple: He wanted a new challenge. He wanted to find a place that met his self-evaluations for a new challenge after 12+ years at another firm. He found Bluespring's platform very appealing. That platform is based on: Helping people, helping investors specifically Welcoming entrepreneurs Allowing entrepreneurs to continue to be entrepreneurs Doing good with the education and powers they have For David, Bluespring Wealth Partners wasn't just a challenge, but a fitting piece to the next chapter in his career. It allows him to be entrepreneurial, but simultaneously intrapreneurial. This balance allows David many freedoms he wouldn't otherwise have, and a chance to build the company into something new. It is now a 29-firm platform spanning 16 states – and growing. The firm will do 9 acquisitions by the end of 2022, but not just for the sake of acquisitioning. Their acquisition plan is focused on solving the problems of their “partner firms”, as they call their network of firms. AN INFORMED CHOICE In the RIA space, there are many choices an investor can make just to get to the starting line. David believes in choice, and not merely having choice, but having informed choice. David understands that Bluespring Wealth Partners isn't going to be the perfect choice for everyone, however he wants the DealQuest listeners to know what Bluespring does. Bluespring Wealth Partners can be best described as a practice management consultancy at its core that happens to be in the strategic M&A space. It is the responsibility of practice management consultants to assist offices and firms with improving efficiency within their workplace and in their business operations. That's the bulk of Bluespring Wealth Partners' approach: Addressing problems with their acquired “partner firms” and problem-solving efficiency via the network of firms under Bluespring. ONE SIZE DOES NOT FIT ALL Two of the most commonly used words in the RIA space are “aggregator” and “integrator”. Many firms operate either pure aggregator or pure integrator, however, there are a number of firms that pick elements of either model to formulate their perfect model. There is a reason all these models exist, and that's simply because no singular model works for every firm, entrepreneur, client, or investor. Again, choice plays a vital role in decision for the model under which Bluespring operates. The choices David lay out are: Choice 1: Do nothing. Keep on moving forward as you always have, and hopefully filling your career. Choice 2: De-risk. For example: A firm has a retiring partner, so to pull some capital, they find a minority interest. Not take control, but merely provide some capital. Choice 3: Find a pure capital partner. For example: They buy 50%+, and you obtain a capital partner that's not going to provide other shared services or contributions aside from bulk capital. Choice 4: Entrepreneurial model (A.K.A.: aggregation model). Keep your brand and the acquiring company will take at minimum 51% interest in your firm and build a flexible deal structure. By doing this, the focus is preserving the entrepreneurial model and providing various services to help propel your firm forward into growth within the network of acquired firms. Choice 5: Subsume into another brand (more commonly known as integration model). You become the larger brand, forgoing your independent brand identity for the growth of the whole institution. The larger firm will guide the smaller acquired firms in their business activities, but the goal of the smaller firms is to continue looking after their clients. Choice 6: Internal succession to a G2. David notes that in their initial research for founding Bluespring, they found that founders mostly prefer this route;however, the biggest obstacle is finding the capital. G2s would say they would like to pay out of cash flow, but ultimately, it's the entrepreneur taking the risk and it's their cash flow that will fund that transition. Choice 7: A combination of all of the above. Choosing the aspects of all the available models to build a Frankenstein model that works best for your goals, your future, and what you want to do with your firm. These seven choices on how to proceed is what allows a firm to formulate how they're going to move forward with their M&A deals. Bluespring Wealth Partners primarily functions as Choice 4, the Entrepreneurial Model, while recognizing the benefits of all models, opting to borrow practices from other models to give their entrepreneurs the best of all worlds, and allowing over half of their firms to be standalone RIAs. Keep their brand (For example: Capital Planning, A Bluespring Wealth Partner) Keep their own ADV Keep their client experience Bluespring provides capital A sister company Kestra Financial wherein some of their firms they've bought it on that chasse THE VALUE BLUESPRING BRINGS David affirms there are about 90% of opportunities that cross their path that they do not take. Bluespring is very transparent with those opportunities as to why they pass. By being particular in the opportunities they take, Bluespring has built an elite and strong network of firms. Offering immense value to the firms that Bluespring acquires. One attribute of Bluespring's consultancy is that even when they pass on an opportunity, they're offering their consultancy to these firms to help them better grow, irrespective of Bluespring choosing to bring them into their network or not. Bluespring's consulting really begins long before they even decide to enter into a transaction. If Bluespring does go forward with a transaction, there's a lot of due diligence they do by way of taking a consultative approach to how they're going to do business together, and how they're going to structure transactions so the right benefits, incentives, and horizons can be found. Once a firm enters their network, they provide an array of resources to help their community network grow: A business consulting group Marketing assessments Large technology infrastructure An M&A team to help with sub-acquisitions Access to capital, backed by two private equity firms -- majority-owned by Warburg Pincus, and Oak Hill Capital Offering a training program for G2s: The G2 Successor Academy, a simulated 2-year course wherein G2s are educated and trained through guest lecturers, peer study, etc. CHOOSING WHAT WORKS FOR YOUR SUCCESS There is a reason why there are so many various models and combinations of models. At the end of the day, choosing your model is about you and your goals. With Bluespring, David ultimately wants to operate as a culture-driven community. Allowing their acquisitions to remain primarily autonomous, while gaining the support of Bluespring and their resources. There is no one superior model, however each firm will always believe they've found the key to making a successful business. That is true in a lot of ways because success is very abstract; they are successful because their model works for them, not because they have the superior model. Reviewing choices, building a model for their needs and goals, and understanding what opportunities should be taken and those that shouldn't, are all keys to making Bluespring's model work successfully. They will be some of the keys to help build your success, as well. • • • For my full discussion with David Canter, and more on the topic:Listen to the Full DealQuest Podcast Episode Here • • • FOR MORE ON DAVID CANTER AND BLUESPRING WEALTH PARTNERS:https://www.bluespringwealth.com/advisor/why-bluespring Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

Joining the podcast this week is Maria Roat, who has had an impressive career in both government and the private sector for more than 35 years. She shares insights from her time in government, among the many roles she held included Deputy Federal CIO and Small Business Administration CIO, and the opportunities she helped identify to change the system from the inside out. She shares perspective on operating the government as a very large enterprise and the challenges that come with managing single year budgets for multi-year programs. Creativity is key to success and Maria talks about the many new and innovative initiatives and programs activated during her tenure to advance the government's technology infrastructure including the CIO Council and revitalization of the Capital Planning and Investment Control (CPIC). We also delve into the impact in embracing diversity of thought and the criticality of challenging others to think differently and results it can deliver. Side note, we have book recommendation from this episode as well! It is “Start with Why” by Simon Sinek. Maria Roat, former Deputy Federal CIO Maria Roat served as the Deputy Federal Chief Information Officer for two years bringing 35+ years of professional experience in information technology. Ms. Roat served as the Small Business Administration Chief Information Officer October 2016 – May 2020 where she led SBA's digital transformation to a more proactive and innovative enterprise services organization responsive to the business technology needs of SBA program offices and small businesses & entrepreneurs across the United States. Ms. Roat served more than 2 years as the U.S. Department of Transportation Chief Technology Officer and was responsible for establishing and leading DOTs technical vision and strategic direction, driving innovation and planning for technology growth supporting internal and external facing mission activities. Ms. Roat served 10 years at the Department of Homeland Security (DHS) joining in June 2004 and serving in a number of capacities including Federal Risk Management and Authorization Program (FedRAMP) Director, FEMA Deputy CIO, Chief of Staff for the DHS CIO, USCIS Chief Information Security Officer and CIO Chief of Staff, and Deputy Director, Technology Development, for TSA's Secure Flight Program. Prior to joining DHS in 2004, Ms. Roat was in the private sector for 5 years deploying and managing global enterprise network management systems, as well as running Network and Security Operations Centers. Ms. Roat is a graduate of the University of Maryland (UMUC), Harvard Business School Executive Education Program for Leadership Development, and the Navy Senior Enlisted Academy. For links and resources discussed in this episode, please visit our show notes at https://www.forcepoint.com/govpodcast/e209

You don't want to miss this episode where we talk all about overcoming challenges and how Julie put a plan in place for her success after a very stressful divorce. After you listen to this episode, you might want to reach out to her because staying stuck is just not an option and she in an inspiration to you all to reach for the stars. She can be reached at 585-703-0245 or. Www.breathecapitalplanning.com --- Send in a voice message: https://anchor.fm/karen-messina/message

In this episode, Jason Dunn, Senior Project Engineer with RDH discusses the importance of a depreciation report as a planning tool for stratas.     _________________________________   Over 1.5 million people live in strata housing in the Province of British Columbia. Let's face it, you'd rather watch reruns of the nightly news than read the Strata Property Act (And we can't blame you) Still, most people are at a loss when it comes to understanding such an important framework for how many of us live our lives in proximity with one another.

Listen as Bill Fenske, CPA, CVA, CMA, shares about Capital Planning, Budgeting & Prioritization.

Financial institutions continue to face a rapidly changing geopolitical landscape and volatile economic environment. These top-of-mind concerns underscore the need for banks and credit unions to ensure they have enough capital to withstand a wide range of shocks. How can institutions make sure they have a comprehensive view of their risk? How do they plan for managing those risks should they emerge?In this podcast we discuss:How to identify key vulnerabilities to market forces through stress testingHow stress testing results can influence strategic and capital planningKey takeaways from regulatory guidance and recent stress testing scenarios

Agencies of the Homeland Security and Treasury Departments are about to get brand new headquarters buildings. And nice ones at that. For details, the Federal Drive spoke with Marcel Acosta, the executive director of the National Capital Planning Commission

In this episode, we discuss how to use capital planning to help supercharge our BAS sales.

Episode 26 of Good News in Parks from PlayCore and GameTime Best Practices for Capital Planning Hosted by Jodie Adams and Anne-Marie Spencer Presented by GameTime and PlayCore Guests: Andrea Moore, Director of City Mesa, AZ Parks, Recreation and Community Facilities Jai Cole, Executive Director of Fairfax County Park Authority Melissa Battite, Director of the Town of Lexington, Recreations and Community Programs Department

As we head into 2022, Jo and Maxine look back at the past year of Climate Risk Podcasts, reviewing key learnings from our guests and discussing recent trends in climate risk management. From lawyers to professors, regulators to entrepreneurs, we've had a great variety of guests talk about a wide range of topics over the last year. This episode re-examines the rich knowledge that has been shared on the Climate Risk Podcast over the last 12 months, creating a narrative of climate risk wisdom to guide our listeners through this fast-moving field. So, today's episode will explore: What we've learnt about the scale and nature of climate risks How mitigation and adaption strategies are evolving, and what capabilities risk professionals must develop to manage these risks more effectively What to expect as a sustainability and climate risk professional in 2022   Links from today's discussion: Net Zero Article: https://climate.garp.org/insight/making-sense-of-cop26-a-short-guide-to-the-why-when-and-how-of-reaching-net-zero/ Sustainable Bonds Article: https://climate.garp.org/insight/sustainable-bonds-understanding-this-growth-area/ Sixth IPCC Report: https://www.ipcc.ch/report/sixth-assessment-report-working-group-i/   For more information on climate risk, visit GARP's Climate Resources Hub: https://climate.garp.org/ If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com   ------------------   Speaker Bios Jo Paisley, President, GARP Risk Institute (GRI), has worked on a variety of risk areas at GRI, including stress testing, operational resilience, model risk management and climate risk. Her career prior to joining GARP spanned public and private sectors, including working as the Director of the Supervisory Risk Specialist Division within the Prudential Regulation Authority and as Global Head of Stress Testing at HSBC. Maxine Nelson, Senior Vice President, GARP Risk Institute (GRI), currently focusses on climate risk management. Previous roles have included operational risk modelling at NAB, leading KMPG London's credit risk team, senior consultant at Oliver Wyman, responsibility for counterparty credit risk at the UK Financial Services Authority, and Global Head of Wholesale Risk Analytics and Head of Capital Planning at HSBC.

Central Washington University enrolls over ten thousand students and offers them a rich extracurricular and academic environment with unique organizations like the Rodeo Club to the Trombone Studio. Notable alumni of Central Washington University include Dallas Cowboys quarterback Jon Kitna and Doug Wood, the COO of Tommy Bahama. As the Director of Capital Planning & Projects, Delano is responsible for the development and implementation of the Campus Master Plan for new construction and renovations and ensuring alignment of the strategic direction of the university through the Capital request process to the State of Washington and to make sure that he's involving a diverse and broad group in that process, he uses crowdsourcing to make important strategic choices. We're going to learn more about that today. 

We cover a ton of ground in this episode including hard work, planning process and using data within your commissioning process to provide a better building and not always thinking about first costs. Comment your thoughts below and don't forget to like and subscribe! Connect with Scott: s.mason@facilityhealthinc.com Website: www.facilityhealthinc.com Connect with Dillon Mitchell LinkedIn - https://www.linkedin.com/in/dillon-mitchell-kowabungastudios/ Instagram - https://www.instagram.com/dillonAMitchell YouTube- https://www.youtube.com/user/dalexm13/featured Kowabunga Studios - https://www.kowabungastudios.com/ Instagram - https://www.instagram.com/kowabungastudios/ Facebook https://www.facebook.com/kowabungastudios Want to speed up your Revit production and take your time back? https://www.kowabungastudios.com/products/productivitybundle Interested in a Revit Training Course with Lifetime access? https://dillon-s-school-332f.thinkific.com/courses/revit-electrical Connect with Matt Vetter Linkedin - https://www.linkedin.com/in/mattvetter/ Schafer Construction - https://www.linkedin.com/company/schaferconstruction/ https://www.schaferconstruction.net/

At Catering Success Podcast, we want to help individuals and restaurant owners build a successful catering business. So, let us help you deep dive into the $4 billion catering market in India and a $130 Bn dollar industry worldwide. In each episode of “ the Catering Success Podcast," we will share a step by step process for HOW you can start a thriving catering business. So now is the time for you to build your catering strategy. This episode covers 5 secret steps to build efficient Financial & Working Capital planning for your Catering Business. Pls reach out to me at manvirsinghanand.com or linkedin.com/in/manvirsinghanand

Join us an insightful discussion with Alithya to learn how they took Moffitt Cancer Center's financial operations from a time consuming multi-step spreadsheet process to streamlined on Oracle EPM Cloud, resulting in clear visibility into the funding and project status as well as their emerging capital needs across organizations. If your company needs help managing financial operations, you won't want to miss this episode. Learn more: http://bit.ly/MoffittEPMCloud https://www.oracle.com/applications/performance-management/ https://www.alithya.com/en/technology-partners/oracle-solutions

In this latest instalment of the Climate Risk Podcast, we will be looking back at the past year of podcasts and considering the key learnings for risk professionals. This episode will also reflect on the progress that has been made in advancing climate risk management during 2020, and a look ahead to what’s on the horizon in 2021.   Today’s episode covers: Key lessons for risk professionals from the 2020 Climate Risk Podcast series Important trends risk professionals should be aware of Movements in financial regulation The impact of COVID on the climate agenda A look ahead to 2021   If you have any questions, thoughts or feedback regarding this podcast series, we would love to hear from you. Please email us at: climateriskpodcast@garp.com     Links from today’s discussion: GARP’s Climate Resources Hub – https://climate.garp.org/ GARP - Global Survey of Climate Risk Management at Financial Firms - NGFS – Occasional Papers CFTC Report - Managing Climate Risk in the U.S. Financial System     Dr Maxine Nelson – Senior Vice President, GARP Risk Institute Maxine has extensive experience in risk, capital and regulation gained from a wide-ranging variety of roles, including Global Head of Wholesale Risk Analytics and Head of Capital Planning at HSBC, significantly expanding counterparty credit risk management at the UK Financial Services Authority during the last financial crisis, leading the credit risk team at KPMG London, senior credit risk consultant at Oliver Wyman, and embedding operational risk analytics globally at National Australia Bank. Maxine has a degree in mechanical engineering and a PhD characterizing how best to apply probability theory to real world problems.    

Our conversation with Arlen Solochek, FAIA, Consulting Architect, helps owners consider how different project characteristics, market conditions, internal considerations, and participants' concerns create better (and worse) matches with different project delivery methods. Arlen's extensive experience on the owner's side and on the practitioner's side of capital projects, and his most recent work as Associate Vice Chancellor, Capital Planning and Special Projects for the Maricopa County Community College District gives him a unique perspective on the benefits of selecting the appropriate delivery method for the project situation. 

Our conversation with Arlen Solochek, FAIA, Consulting Architect, helps owners consider how different project characteristics, market conditions, internal considerations, and participants' concerns create better (and worse) matches with different project delivery methods. Arlen’s extensive experience on the owner’s side and on the practitioner’s side of capital projects, and his most recent work as Associate Vice Chancellor, Capital Planning and Special Projects for the Maricopa County Community College District gives him a unique perspective on the benefits of selecting the appropriate delivery method for the project situation.

On this Financial Foundations podcast, GFOA's Shayne Kavanagh talks with Darryl Street, David Clark, and Richard Dietz from the DC Government about their leadership in asset management and infrastructure renewal planning. Recent GFOA Research: https://www.gfoa.org/materials/capital-planning-dc-government

Digital twins help utilities take a data-driven approach to capital planning so that time is spent on preventative planning versus reacting to issues, and the decisions made yield the highest value for each dollar of investment. Learn more about Digital Twins in Water Utilities. Originally created as part of an Informed Infrastructure series. Sponsored by Bentley Systems

Today in the In the Suite guest chair we welcome Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning, LLC. American Capital Planning, LLC is a female-owned, fiduciary, and fee-only wealth management company located in Leesburg, Virginia outside of DC.Much of Bonnie’s work at American Capital Planning is around giving back and teaching women who are going through a divorce and other life transitions about how to be fluent in their own money and confident in their financial lives. According to Bonnie, if you pay attention, most conversations go back to money. Instead of fearing finances, Bonnie encourages us to take a thoughtful approach to good decision making while asking tough questions head-on.In this episode, we discuss everything from the impact of Covid-19 on divorces to the long-term implications of women leaving the workforce. Bonnie also offers a ton of free resources designed to challenge our current view of the world, even what we see and read on social media.Join this informative conversation to hear more about:How Bonnie predicts Coronavirus will affect the divorce rate (10:56)The American Capital Planning virtual workshops available to support those navigating a divorce (14:00)The first call to make as you’re navigating a divorce (15:50)The nuanced approach American Capital Planning takes in advising women (21:20)The type of source that matters when making important decisions (29:00)The problems people are trying to solve in the pandemic (33:00)What Bonnie would advise any woman considering cutting daycare to do (37:34)Why intentionality matters in finances and in life (41:40)The tried and true advice Bonnie gives clients (49:41)The definition of ‘True Wealth’ (51:20)The secret weapon that Bonnie turns to for strength (59:40)Referenced Material: Events and OrganizationsThe Girl Link: https://www.thegirllink.com/Second Saturday Divorce Workshop (Virtual During COVID-19): http://www.secondsaturdaynova.com/ (Fee: WAIVED)George C Marshall Organization | Virtual Visionary Leadership Speaker Series: https://www.georgecmarshall.org/vvlssReferenced Material: True Wealth & Book RecommendationTrue Wealth Slide by Bonnie Sewell, CFP®, CDFA®, AIF®,CEPA from American Capital PlanningThe Future Is Faster Than You Think: How Converging Technologies Are Transforming Businesses, Industries, and Our Lives (Exponential Technology Series) by Peter H. Diamandis and Steven Kotler on Amazon: https://www.amazon.com/dp/B086T54GFM/Referenced Material: Sources Mentioned During the ShowReuters: https://www.reuters.com/Associated Press News: https://apnews.com/The New York Times: https://www.nytimes.com/Washington Post: https://www.washingtonpost.com/The United States Social Security Administration: https://www.ssa.gov/Internal Revenue Service (IRS): https://www.irs.gov/Medicare: https://www.medicare.gov/Rent the Runway: https://www.renttherunway.com/Dandapani on YouTube: https://www.youtube.com/user/DandapaniLLC

In episode 3 of The Place Makers by MSCU we sat down with Sara Russell, Managing Director P3 Higher Education from RBC Capital Markets and Clayton "Mitch" Mitchell, Senior Vice President, Real Estate and Facilities from Thomas Jefferson and discussed capital planning for the future of the college campus. A lot of unpopular things were said making for some great conversation.  Enjoy!

"What we're doing now is learning from the past and taking care of the present..." - Annick Beaudet We're back from our hiatus and kicking off our fall season with returning guest Annick Beaudet! An Assistant Director with the Austin Transportation Department, Annick lead the drafting and passage of Austin's Strategic Mobility Plan, and was appointed team co-leader for Austin Land Development Code re-write in July by City Manager Spencer Cronk. Reporting to Assistant City Manager Rodney Gonzalez, Annick's team will set direction on code development and implementation, and approve the City staff recommended draft of the Land Development Code Revision to City Council. Annick has worked in the areas of land use, entitlements and transportation for over 20 years, in both the public and private sectors. Her experience at the City of Austin spans multiple departments including Public Works, Planning, Development Review, Capital Planning and Transportation. She holds a Bachelor of Arts degree in Urban Geography from the University of Texas at Austin and is currently pursuing a Master of Public Administration from the Penn State School of Public Affairs. Recorded on August 16, 2019.

Jason Crowley, CFA, CFP, CDFA Founding Partner at Divorce Capital Planning, Co-founder of Divorce Mortgage Advisors, and Founder of Survive Divorce is interviewed in this episode. Divorce Capital Planning (DCP) is focused on the unique financial challenges facing individuals going through divorce. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support

Risk-Adjusted Profitability Measurement (Part 1)

What does mainstreaming of ESG mean for the future of the industry? Evan Harvey, Global Head of Sustainability discusses with Curtis Ravenel, Global Head of Sustainable Business & Finance at Bloomberg on the first episode of season three of Tomorrow’s Capital.   At Bloomberg, Curtis helps incorporate sustainability into all firm operations and uses Bloomberg’s Terminal to evaluate sustainability-related investment risks and opportunities for influential decision-makers. In the past, he has also worked for Bloomberg as Financial Controller for Asia managing accounting, tax, treasury and audit services for 23 legal entities with combined annual revenues exceeding $1 billion USD. He also served in Capital Planning and Financial Analysis Groups. With his expertise, he shares how ESG has changed throughout his career and what the future of ESG looks like.  

Cameron Christensen, CEFP, FMP is Associate Vice President of Facilities Management at The Juilliard School in New York City and the author of a new book called “Building T.E.A.M.S.: A Guide to Capital Needs Analysis”. Mike Petrusky asks Cam about the future of higher education facilities in the age of acceleration where the impact of technology will require FMs to adapt to their changing responsibilities while also balance the need to maintain existing infrastructure. With his involvement at the professional association, APPA, Cam shares research on a facility’s role in attracting students and creating a place where they can succeed. Mike asks Cam to tell the story of how he picked up the mantle of his father's work and finished the book he began about recapitalization planning and total cost of ownership modeling while also addressing the value of data and other elements that impact the built environment. In the end, Mike and Cam agree that facilities management is people management and they celebrate with another Maynard Ferguson edition of “trumpet karaoke”! Connect with Cameron on LinkedIn: https://www.linkedin.com/in/cameron-christensen-cefp-fmp-3531515/ Learn more about Cam’s book: https://buildingteamsbook.com/ REGISTER for the Next iOFFICE Webinar - “Beyond CRE & FM: How Space Delivers Value for Workplace Leaders”: https://www.iofficecorp.com/webinar-beyond-cre-fm-podcast Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/ Share your thoughts with Mike via email: podcast@iOFFICECORP.com Learn more about iOFFICE’s workplace experience solutions: https://www.iOFFICECORP.com/  

San Francisco's Office of Resiliency and Capital Planning recently commissioned a landmark study that offers preemptive actions for mitigating earthquake damage. In this episode, Danielle Mieler, principal resilience analyst at San Francisco’s Office of Resiliency and Capital Planning (ORCP) and vice president of the Earthquake Engineering Research Institute, in Oakland, Calif., walks through the salient takeaways and recommendations from the Tall Building Safety Strategy.

When is the right time to invest capital? How best to predict and/or assess the ROI? Who should lead the project? These questions and more are chewed on with Kris Blomback GM of Pats Peak and longtime Powdr executive Jody Churich in episode 4.  Episode 5 of PodSAM is slated for release in July and will feature John Rice of Sierra-at-Tahoe and Kris Blomback of Pats Peak on the topic of risk management.  Episode 3-6 of PodSAM is supported by MountainGuard and Axess.  Subscribe to PodSAM on apple podcasts, google play or wherever you listen to podcasts.  PodSAM is the new podcasting space of SAM (Ski Area Management) Magazine and is currently in partnership with Alex Kaufman of the Wintry Mix Podcast.  PodSAM theme music is by Breakmaster Cylinder. 

Tanu Kaur from Jacobs speaks with Hazel Flynn on the development of an investment optimisation and prioritisation model incorporating customer, regulator and business preferences.

Uncertainty is not the friend of the financial executive, especially when it comes to long-term capital planning. What taxes will you pay, what businesses will be in demand and what regulations you will face are all subject to similar uncertainty as policies and programs are hammered out in Washington? In this episode of the Financial Executives Podcast we talk with Robert Fry, Chief Economist of Robert Fry Economics LLC. Mr Fry, who recently retired as Senior Economist at DuPont and currently teaches economics at the University of Delaware, will discuss what financial executives how financial executives can deal with the uncertainty dominant the current economic climate. Special Guest: Robert Fry.

Welcome to Political Trade Secrets, where we take an inside look at campaigns and politics. We pull back the curtain and investigate all aspects of politics and how elections are won. This episode we tackle compliance and treasury with our guest, Bradley Crate, founder of Red Curve SOLUTIONS. Brad is an expert on this topic. He served as the CFO on Romney 2012 presidential campaign and the deputy CFO on the 2008 campaign. Before that, he was in the Romney Administration where he served as a fiscal policy analyst and as the Director of Capital Planning and Policy. Before politics though, Brad’s background was on Wall Street working for companies like Prudential Securities and JP Morgan. In 2008, he founded Red Curve merging both his finance and political backgrounds. The issues we discuss are critical to a well run campaign and if not handled right can get you into hot water. They are also one of the first components of your campaign that you have to deal with.