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In this CIPS Futures podcast mini-series brought to you by the CIPS ANZ team, CIPS Australia & New Zealand general manager Charlotte Payne hosts Julia Pickworth and Richard Windeyer, co-heads of the Australian Public Service Commission's Procurement and Contract Management (PCM) Profession, launched in 2024. What is the PCM Profession and why now? How will the initiative drive capability to accelerate the professionalisation of the workforce? And what is Julia and Richard's vision for the future of Australian procurement and contract management professionals? Plus, ever thought of buying submarines and robots? Public sector procurement might be the place for you... Further reading: About the Australian Public Service Commission's Procurement and Contract Management Profession CIPS welcomes the announcement of Procurement and Contract Management as a professional stream CIPS ANZ regional hub Make CIPS your career companion - become a member
Today, Paul's guest is Jamie Mills, Managing Director at Signature Build, to explore the often overlooked but crucial human side of contract management in construction.With a career that began in IT before transitioning into infrastructure project management and construction leadership, Jamie brings a unique perspective on how emotional intelligence, relationship management, and communication shape successful outcomes—both contractually and commercially.
Send us a textEpisode #136: Matt Lhoumeau, CEO of Concord Worldwide, takes us on his extraordinary journey from founding his first company at 17 to revolutionizing how businesses handle their contracts.Connect with Matt Lhoumeau and Concord:1) Matt Lhoumeau: Matt's LinkedIn2) Website: concord.appMatt's revelation will surprise you: contract management has fundamentally transformed. While traditionally the exclusive domain of legal departments, today's reality shows operations and finance teams increasingly managing contracts—often with legal completely uninvolved. This shift, accelerated by AI, creates both challenges and opportunities for finance leaders seeking greater efficiency and control.The numbers tell a shocking story. Matt reveals that 90% of companies still have no contract management system in place, relying instead on fragmented solutions combining e-signatures and generic document storage. Meanwhile, over 90% of contracts are signed without revisions—suggesting the real value is in in streamlined processes and financial oversight.For finance leaders specifically, Matt offers invaluable wisdom from his entrepreneurial journey. He candidly admits wishing he'd hired a strong CFO earlier, emphasizing that great finance leaders "fight for every dollar" while serving as "guardians of processes"—implementing just enough structure without creating bureaucratic overhead. His perspective on monthly closing processes is particularly enlightening, as Concord evolves toward real-time financial visibility.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy: financeleaderacademy.com.Support the show
In this episode of The SaaS CFO Podcast, we are excited to have Ali Rizvi, the innovative CEO and founder of TrueRev, as our guest. Ali's journey from being a CPA with a solid background in finance and audit to becoming the driving force behind TrueRev, offers a wealth of insights. He draws on his extensive experience as a CFO for early-stage tech firms to highlight the persistent financial challenges SaaS companies face, ultimately leading him to develop TrueRev as a solution for subscription and revenue management issues. TrueRev is dedicated to streamlining operations for small to medium-sized businesses dealing with recurring revenue complexities. Ali elaborates on how the platform addresses these challenges by focusing on revenue recognition, subscription management, and financial reporting, providing SaaS companies with a cohesive solution. With a mission to solve the financial chaos that arises in tech-driven companies, TrueRev aims to ensure accurate and seamless financial operations, especially for businesses lacking the resources to address these problems with existing systems or headcount. In addition to sharing the vision behind TrueRev, Ali provides a glimpse into the strategic roadmap for growth and the essential role of clean data in financial operations. He offers valuable perspectives on the evolving landscape of subscription management and where the industry is headed. Whether you're an entrepreneur in the SaaS space or a finance professional seeking to optimize financial processes, Ali's discussion is full of actionable insights and forward-thinking strategies. Tune in to explore how TrueRev is changing the game in SaaS financial management and what it means for your business. Show Notes: 00:00 Revenue Recognition Challenges 05:34 Target Market: Growing Companies' Recurring Revenue 09:09 Side Project to Startup Launch 11:28 Inbound Strategy Focused on Conversion 13:32 Bootstrapping vs. VC Funding Pressure 18:49 Holistic Subscription Management Challenges 20:34 Complexity of Contract Management 23:08 "Explore TrueRev with Ali" Links: Ali Rizvi's LinkedIn: https://www.linkedin.com/in/rizvial/ TrueRev's LinkedIn: https://www.linkedin.com/company/true-rev/ TrueRev's Website: https://truerev.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
In this week's episode, we had the pleasure of speaking with Matt Lhoumeau, CEO and co-founder of Concord, a leading contract management software. Matt's mission is to empower teams to manage contracts efficiently without requiring legal involvement at every step. Our conversation explores the growing role of AI in contract management, its impact on legal teams, and how CFOs are leveraging contract data for better decision-making. We also dive into change management, AI adoption in mid-sized companies, and the future of contract management.
This episode is a re-run. It was originally published in June 2023.What if the software you're using to simplify your contracts is actually costing you more? One construction company learned the hard way. Listen now to find out why and how to avoid the same mistake!Struggling with unfair contracts or slow payments in construction? With 6,000+ contracts reviewed and $20 billion in contracts managed, Quantum Contracts' proven framework is designed to help you negotiate fair contracts, secure faster payments, avoid disputes, and improve cash flow.Don't let contract issues hold you back—gain the confidence to focus on growing your business. Ready to take control and make more profit per project?Click here to IMPROVE your contracts using the Quantum Contract System:quantumcs.co/Yt2025Click here to BOOST your profit margins up to 15%: quantumcs.co/YtO3SimpleChangesClick here to GAIN expert advice weekly for FREE: quantumcs.co/YTNewsOptInTimestamps:(4:21) - People almost didn't use it because they didn't want to bother going through every single step and clicking it and opening it and go to the next step and the next one(6:29) - A lot of the softwares are put together by IT people and the actual people that need to use the software on construction sites are supervisors and project managers(8:31) - Think twice before you do invest because it's very expensive and it costs a lot of money(8:49) - The system itself won't put money in your back pocket(8:58) - Focus on making sure that you're getting your notices in, that you're doing all the contractual things that you should be doingDISCLAIMER: The content of this podcast does not constitute legal advice, is not intended to be a substitute for legal advice, and can not be relied upon as such. You should seek legal advice or other professional advice in relation to any matters you or your business may have.Follow our Socials and let's get connected! ⤵️Facebook |LinkedIn |YouTube |Instagram |TikTok |Twitter
March 3, 2025: Dave Dyell, Managing Partner of Innovative Consulting Group, explores how healthcare organizations effectively rationalize their application portfolios in just 8-10 weeks. What strategies can CIOs employ to identify application overlap and recover significant cost savings through contract and SLA management? Dyell reveals how CIOs can secure executive support by demonstrating their organization's actual AI preparedness with tangible data rather than assumptions. Key Points:01:12 Application Rationalization04:12 Contract Management and SLA Insights06:16 AI Readiness ProgramSubscribe: This Week HealthTwitter: This Week HealthLinkedIn: This Week HealthDonate: Alex's Lemonade Stand: Foundation for Childhood Cancer
I spoke with an expert in the contract lifecycle management software space, about how the software helps lawyers. Episode Highlights 02:52 - Problem of the Week: Missing Contract Deadlines 04:43 - Guest Introduction: Kristen Riviello 05:49 - Automating the Contract Process 07:54 - Definition: Contract Lifecycle Management 09:55 - Importance of Post-Contract Execution Management 11:34 - Benefits of Contract Management Software 16:00 - Integration with Other Tools 22:19 - Adoption of Automation in Law Firms 26:44 - Impact of Artificial Intelligence in Contract Management 33:40 - Developing AI Features for Contract Management 35:57 - Chatbots and AI: Enhancing Legal Processes Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Kristin Riviello https://www.cobblestonesoftware.com/ https://www.linkedin.com/in/kristin-riviello/
More and more legal professionals are embracing AI, surveys show. Per a recent poll from legaltech company Clio, 79% of firms used some form of AI for casework last year, up from just 19% in 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Welcome to Contracting Conversations! Join hosts Jim Valley and Scott Williams as they chat with David Dotson, a Professor of Contract Management at DAU in the Mid-Atlantic region. David, who manages the COR 222 class and moderates the COR Community of Practice and DAU's weekly COR Office Hours, shares insights on improving statements of work. Discover four key steps to enhance any work statement, making them more efficient and effective. Tune in for practical tips and expert advice on contract management.CLC 222 Contracting Officers Representative (COR) Online Training (On-line 32 CLPs): https://icatalog.dau.edu/onlinecatalog/courses.aspx?crs_id=1731COR 222 Contracting Officer's Representative Course (Virtual or in-person 32 CLPs via DAU's Mission Assistance (see link below)): https://icatalog.dau.edu/onlinecatalog/courses.aspx?crs_id=1584WSC 027 Virtual Augmentation Workshop for the Contracting Officer (augments CLC 222/COR222 - 10 CLPs)P: https://icatalog.dau.edu/onlinecatalog/courses.aspx?crs_id=12359CLC 106 - Contracting Officer's Representative with a Mission Focus (On-line 3 CLPs): https://icatalog.dau.edu/onlinecatalog/courses.aspx?crs_id=240DAU Mission Assistance: https://www.dau.edu/mission-assistanceBack to Basics: https://www.dau.edu/back-to-basics; BtB Contracting: https://www.dau.edu/functional-areas/contractingContracting Officer Representative Community of Practice: https://www.dau.edu/cop/corContracting Community of Practice: https://www.dau.edu/cop/contractingIf you are watching this video on DAU Media, but rather watch on YouTube, go to https://www.youtube.com/channel/UCbF8yqm-r_M5czw5teb0PsAApple Podcast: https://podcasts.apple.com/us/podcast/contracting-conversations/id1621567225
Send us a textIn this week's episode of Serious Privacy, Paul Breitbarth, Dr. K Royal and Ralph O'Brien speak with Cathleen Doyel of our sponsor TrustArc about all things contract management. Cathleen has been a commercial contract lawyer for many years, in recent times with a strong focus on data protection clauses. For most of us, contracts are never fun, so this is your opportunity to get some best practices to have a better 2025, including through the use of trust centers for all the contract supporting documentation. In addition, in this episode our hosts talk about the recent TikTok developments, both in the United States and in Romania. If you have comments or questions, find us on LinkedIn and IG @seriousprivacy, and on Blue Sky under @seriousprivacy.eu, @europaulb.seriousprivacy.eu, @heartofprivacy.bsky.app and @igrobrien.seriousprivacy.eu, and email podcast@seriousprivacy.eu. Rate and Review us! Proudly sponsored by TrustArc. Learn more about NymityAI at https://trustarc.com/nymityai-beta/ #heartofprivacy #europaulb #seriousprivacy #privacy #dataprotection #cybersecuritylaw #CPO #DPO #CISO
Insights from a Fractional CEOI had the pleasure of chatting with Karen, a seasoned fractional CEO and advisor to C-suite executives. Our conversation was packed with valuable insights on business management, financial literacy, and strategies for driving company performance. Here are some key takeaways that I think you'll find intriguing:Key Lessons and Ideas:The Role of a CEO in Challenging Times:** Karen steps into organizations during tough transitions, often uncovering hidden issues by listening for key phrases.Financial Statements as a Business Health Indicator:** Understanding financial statements is crucial. Karen starts by asking about labor costs and depreciation to gauge financial health. She uses relatable examples, like a lemonade stand, to teach complex financial concepts.Cash Flow Management and Debt Restructuring:** "Cash is king." Karen focuses on liquidity and quick wins to optimize performance. She warns against hasty cost-cutting, sharing a cautionary tale where excessive cuts led to dysfunction.Boosting Sales Volume and Contract Management:** Regularly review and renegotiate contracts to stay competitive. Example: At Pepsi, Karen learned the importance of updating contracts to reflect market changes.Building a Sustainable Business Legacy:** Establish strong banking relationships and assess family aptitude for succession planning.Curiosities and Strategies:The Risks of Aggressive Cost-Cutting:** Karen explains how aggressive cost-cutting can strip essential functions and skills, advocating for a balanced approach.The Importance of P&L Management:** Managing the profit and loss statement is critical for informed decision-making. Karen emphasizes transparency and regular financial reviews to drive performance.Educating Employees on Financial Impact:** Monthly reviews with managers help them understand their roles' impact on the P&L, fostering accountability and performance.Connect and Learn More:Karen is passionate about helping businesses grow and scale. Connect with her on LinkedIn for more insights on transformational leadership and emerging trends, especially in AI.I hope these highlights spark your curiosity and entice you to listen to the full episode. Karen's experiences and advice are invaluable for anyone navigating the complexities of business management and growth.Stay curious and keep scouting for those deals!P.S. Don't miss out on future episodes of "The Deal Scout." Subscribe now and stay ahead in the world of business and investment!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.
What You'll Learn in This Episode:What is Claims Management? Jerry defines claims management and explains how a deep, holistic understanding of contract documents can help prevent disputes and strengthen third-party relationships.The Role of Communication: Discover why clear, ongoing communication throughout the contract lifecycle is essential for successful project execution.Three Pillars of Claims Management: Jerry outlines the three key components: prevention, mitigation, and avoidance, and discusses how to implement each effectively.Technology and Data in Claims Management: Learn how early data gathering, such as through robust RFP processes, can provide the foundation for addressing potential claims.Change Management: Jerry highlights the critical importance of effective change management in preventing large claims at the end of a project and how building strong contracts upfront adds value for clients and reduces risk.The Role of AI in Contract Management: Explore the growing importance of artificial intelligence in streamlining contract management and enhancing decision-making.Guest Bio:Jerry Pessah is a seasoned civil engineer and contract management expert with over 27 years of professional experience. As Senior Director of Contract Management at Fluor Corporation, he has worked on some of the world's largest engineering, construction, and mining projects, bringing extensive expertise to the art and science of contract management.Key Quote from Jerry:"Preventing claims starts with a holistic understanding of contract documents, clear communication, and robust change management practices—it's about being proactive every step of the way."Connect with Jerry: Don't miss this deep dive into the art of claims management. Tune in now to gain practical strategies for managing risks, resolving disputes, and driving project success.
saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies.In episode #19, Anna Nadeina talks with Sebastian, Co-Founder & CEO at ContractHero, the all-in-one software for your contract management.----------Episode's Chapters--------------00:00 - Introduction to Contract Hero and Sebastian's Background06:41 - Identifying the Problem: Contract Management Challenges11:04 - Lessons from First-Time Founders16:47 - Sales Experience and Its Impact on Company Growth21:49 - Transitioning from Product-Led to Sales-Led Approaches25:53 - Understanding Jobs to Be Done in Contract Management30:58 - Feature Parity in SaaS35:24 - The Importance of Contract Management40:48 - Wins and Failures in Business49:14 - The Principle of OptionalitySebastian - https://www.linkedin.com/in/sebastian-wengryn/ContractHero - https://www.contracthero.com/Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-groupStay up to date:Twitter: https://twitter.com/SaaS_groupLinkedIn: https://www.linkedin.com/company/14790796
Join Jim and Scott as they sit down with Cindy Baker, Professor of Contract Management for the Mid-Atlantic Region and co-host of COR Office Hours. Held every Tuesday from 11:45 AM to 12:45 PM Eastern Time, COR Office Hours has been a vital resource for the COR community since its inception in October 2020. This weekly event, held 49 times a year, offers a platform for discussing a wide range of COR topics. Initially starting as open forums, the sessions have evolved to include specific topics suggested by attendees through event surveys and in-session chats. Whether you're a COR or a contracting officer looking to deepen your understanding of the COR profession, join the 150-250 weekly attendees and enhance your knowledge.Contracting Officer Representative Community of Practice: https://www.dau.edu/cop/cor COR Office Hours: https://www.dau.edu/cop/cor/COROfficeHours If you are watching this video on DAU Media, but rather watch on YouTube, go to https://www.youtube.com/channel/UCbF8yqm-r_M5czw5teb0PsAApple Podcasts: https://podcasts.apple.com/us/podcast/contracting-conversations/id1621567225
Understanding contracts is essential for protecting interests and avoiding risks. AI streamlines contract management by quickly reviewing terms, flagging issues, and ensuring compliance—saving time, reducing disputes, and boosting efficiency. The post How to Use AI Tools for Better Contract Management – Ep 270 appeared first on Engineering Management Institute.
In this episode, I talk with Maegan Spivey, contracts specialist at Document Crunch, about the impact of understanding contracts and the role of AI in making contract management more efficient. ***The video version of this episode can be viewed here.*** Engineering Quotes: Here Are Some of the Questions I Asked Maegan: Could you explain what […] The post TCEP 270: How to Use AI Tools for Better Contract Management appeared first on Engineering Management Institute.
IN THIS EPISODE...Prioritizing niche expertise transforms post-signature work relationships by fostering deeper trust and alignment. When vendors excel in a specialized area, they bring unparalleled value, making them indispensable partners. This focus sharpens collaboration, enhances communication, and ensures that both parties are committed to a shared vision, driving long-term success.This episode features Kirk Mitchell, the Director of the Vendor Management Office at Blue Cross Blue Shield Association. He leads the development of supply base operating capacity, impacting healthcare operations for over 5 million Americans. Kirk excels in creating and managing complex IT relationships, contracts, and sourcing projects, delivering valuable solutions for BCBS Plans.------------Full show notes, links to resources mentioned, and other compelling episodes can be found at http://BlendedWorkforcesAtWork. (Click the magnifying icon at the top right and type “Kirk”)If you love this show, please leave us a review. Go to http://RateThisPodcast.com/blended Love the show? Subscribe, rate, review, and share! Be sure to:Check out our website at http://BlendedWorkforcesAtWork Follow Karan on LinkedIn, X, and InstagramFollow SDL on LinkedIn, X, and InstagramABOUT SHOCKINGLY DIFFERENT LEADERSHIP (SDL):This podcast is brought to you by Shockingly Different Leadership, the go-to firm companies trust when needing to supplement their in-house HR teams with contract or interim HR, Learning, and Culture experts to assist with business-critical People initiatives during peak periods of work. Visit https://shockinglydifferent.com to learn more.-------------WHAT TO LISTEN FOR:1. What are the key responsibilities in managing complex contracts?2. How can diverse teams collaborate effectively in contract management?3. What benefits come from partnering with smaller vendors?4. How can small businesses stay relevant with larger clients?5. What are the trade-offs between offshoring and onshoring?6. How does legal design help manage complex contracts?7. Why are stakeholder skills crucial for leadership?------------FEATURED TIMESTAMPS:[02:37] A Peek into Kirk's Life Outside Work[03:49] Core Responsibilities of Kirk's Job[06:40] Collaboration and Coordination in Contract Management[07:33] Collaborating with Vendors[09:07] Vendor Sourcing and Integration[11:23] The Benefits of Partnering with Smaller Vendors[14:45] Strategies for Small Businesses and Self-Assessment[18:57] The Trade-Offs of Offshoring vs. Onshoring[23:00] Signature Segment: Kirk's entry...
Ever wondered how you can turn the chaos of contract management into a streamlined, efficient process? Managing contracts can be a nightmare—whether you're struggling with staffing issues, deciphering complex terms, or keeping track of critical deadlines. In today's fast-paced business world, the inefficiencies in handling contracts can lead to significant financial and operational setbacks. In this episode, you'll discover how to: 1. Revolutionize your contract operations by leveraging AI and expert guidance to make contract review and management both fast and accurate. 2. Alleviate staffing shortages and reduce costs by integrating advanced technology that scales with your needs. 3. Simplify post-signature management to ensure contracts are organized, accessible, and up-to-date, preventing costly errors and missed deadlines. Tune in now to learn from LegalSifter CEO Kevin Miller how to transform your contract management challenges into a competitive advantage with cutting-edge solutions and expert insights.
Is Implementing CLMs Still Worth It for Legal Departments? Once hailed as the pinnacle of legal tech innovation, Contract Lifecycle Management (CLM) systems are now facing scrutiny. Are they still worth the investment, or have they become a drain on time, money, and resources? Listen in on this fireside chat where Law Insider President and Co-Founder, Preston Clark, was joined by Zach Abramowitz and Daniel Lewis to discuss the shifting landscape of contract management technology. They cover the following subjects: Understand the Evolution: Learn how CLM, once the most exciting vertical in legal tech, has quickly transitioned to a legacy system. Identify Inherent Flaws: Discover the inherent flaws in CLM systems that create challenges for nearly every customer. Explore Alternatives: Legal departments now have numerous options to improve contracting without the high costs associated with traditional CLM systems.
Send us a Text Message.To Watch the YouTube video - Click Here https://youtu.be/x5tkqmIhvIYJoin Richard C. Wilson and our guest speaker in this fireside chat to learn 42 essential insights from billionaires. These key lessons cover strategic focus, embracing risks, leveraging expert advice, and building strong relationships.1. Work on Your Business, Not in It 2. Stay Focused and Persistent 3. Be Prepared to Walk Away 4. Avoid Fear of Failure 5. Surround Yourself with Smart Advisors 6. Be Generous and Kind 7. Continuous Learning 8. Detail Orientation 9. Family Values and Humility 10. Commitment to the Long Game 11. Value of Diverse Opinions 12. Avoiding Details Overwhelm 13. Daily Monitoring 14. Understanding Business Metrics 15. Scalable Solutions 16. Commitment and Dedication 17. Aligning Interests 18. Personal Preparation 19. Clear Communication 20. Value Addition 21. Professional Integrity 22. Focus on Efficiency 23. Goal Setting and Reflection 24. Networking and Relationship Building 25. Learning from Experience 26. Balancing Innovation with Practicality 27. Hiring Expertise for Details 28. Contract Specificity 29. Engaging a Good Lawyer 30. Concise Communication 31. Understanding Your Audience 32. Transparency About Commissions 33. Value-Add Focus 34. Preparation and Planning 35. Follow-Up 36. Understanding Different Expertise Areas 37. Building Consensus 38. The Importance of Personal Connection 39. Leveraging Past Kindness 40. Creativity in Deal Sourcing 41. Regulatory Understanding 42. Prestige of Bank Ownership Join Our Investor Club:https://FamilyOffices.comhttps://InvestorClub.com
Simon Jones, a tech veteran with over 25 years of experience, discusses Agiloft's Data First Agreement platform and its impact on contract lifecycle management (CLM). Agiloft focuses on making the contracting process quicker, faster, and more valuable by prioritizing data over documents. The platform allows for easy access to contract information, trend analysis, performance tracking, and integration with other systems. Industries with high regulation requirements, such as ESG reporting, can benefit greatly from Agiloft. The long-term goal is to make contract data the foundation of strategic planning and elevate the profile of contracts in organizations.
Key Points:Introduction to Tiffany Hamilton:Director of Legal Innovation, Analytics, and Technology at DHL Supply Chain.Eight and a half years at DHL, starting as the sole legal ops resource.Building the Legal Ops Team:Initial challenges and strategic growth of the legal ops team.Aligning team resources with the CLOCK Core 12 pillars.Legacy CLM System Migration:Issues with the in-house legacy CLM system and the need for a new solution.Gathering stakeholder feedback to identify pain points and requirements.Data Cleanup and Governance:The messy process of data cleanup and the importance of data governance.Collaboration with the vendor to ensure clean data migration.Integrating AI in Contract Management:Combining a repository with AI capabilities for contract drafting and data extraction.Ensuring human oversight at every step to confirm accuracy.Lessons Learned and Key Takeaways:Importance of understanding data and stakeholder needs.The role of information governance in system implementation.The significance of user adoption for the success of new systems.Final Thoughts and Contact Information:Tiffany's enthusiasm for data and information governance.Invitation to connect with Tiffany on LinkedIn or at industry conferences like CLOCK.
Take control of your construction contracts! We share essential tips to manage contracts, cut risks, and maximize profits. Click to listen and master contract management! Our “Quantum Contract Advantage Service” is known industry-wide for taking construction contractors from being contractually vulnerable, losing money on project administration, and appearing amateur during bidding and negotiations to instead putting that process on auto-pilot so they can secure more contracts, with better terms, for more profit, all while reducing risk. Here's How: https://quantumcs.co/becomealegacysubcontractor Important! Before you sign your next contract, read this report on Why Subcontractors Are Going Out Of Business. Download it now - it's Free: https://quantumcs.co/LegacyFreeReport If you want to find out more, book a 30-minute, no-obligation call with one of our contract experts: https://quantumcs.co/bookinthecall. Jump on a free strategy session to see how we can help you! Timestamps: (2:55) - Contract management is not just a necessity, but a game changer in a construction industry (3:02) - Three critical things that Illustrate the transformative power for being proactive with your contracts (3:59) - The terms you agree to today will dictate your business reality in the future (5:00) - Professional respect is earned through smart contracting (6:36) - Effective contract management is about more than avoiding problems (7:16) - Knowing the contracts inside and out, you become a reliable and trusted partner on every project DISCLAIMER: The content of this podcast does not constitute legal advice, is not intended to be a substitute for legal advice, and can not be relied upon as such. You should seek legal advice or other professional advice in relation to any matters you or your business may have. Follow our Socials and let's get connected! ⤵️ Facebook | LinkedIn | YouTube | Instagram | TikTok | Twitter
In this episode of the Aesthetics Injector Gang podcast, Valerie Prietz (@injector_valerie) owner and injector of Spindrift Aesthetics in St. Petersburg FL interviews Beth Ann Panizales ACNP (@thefaceloftbeth), owner and injector of The Face Loft in Pittsburgh. Beth shares her journey from cardiology to aesthetics and discusses the challenges of managing a growing aesthetics practice. She emphasizes the importance of having clear core values, a thorough hiring process, and addressing toxic workplace behavior promptly. Beth also provides valuable insights on leadership, employee management, and the legal aspects of running an aesthetics business, highlighting the importance of setting boundaries and protecting the practice's culture. Find us: Apple
On this episode of Take Command, Craig and Logan take your questions about the state of the Commanders, managing NFL contracts, broken noses and much more! 2:28 Kliff's Offense, Progressing as a Team & The QB Battle 16:47 NFL Offseasons and Salary Cap Management & Transitioning to TE 44:08 Broken Noses & Grilling Tips! Enjoy! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
This Series is Sponsored by BMO In the seventh and final episode of the “Foodservice Gamechangers” series, US Foods SVP and chief merchant Dave Poe connected with special guest host and Food Institute advisor Pat Mulhern to discuss Poe's 26 years at US Foods. Poe shares thoughts on leadership styles, merchandising strategies, and the challenges emerging for the food industry associated with labor issues and inflation. More about Dave Poe: Dave Poe is SVP & Chief Merchant for US Foods which is a Foodservice distributor serving well over 200,000 customers across the country. Dave is a seasoned Foodservice veteran with over 25 years of Merchandising experience within Distribution and Non-Commercial. He currently serves as SVP, and Chief Merchant for US Foods, responsible for ensuring our product value proposition exceeds our customers expectations, while overseeing our Category Management Function and our Specialty Manufacturing businesses. Dave spent 17 years at US Foods developing his Merchandising skills before spending some time with Premier (Healthcare GPO) helping to lead their Foodservice sourcing efforts. He rejoined US Foods in 2016 holding a number of senior level Merchandising roles since his return. Dave's experiences have helped build a broad skillset in Category Strategy, Contract Management, P&L Improvement, and Customer Satisfaction focused on competitively priced, high quality, consistent products. Dave holds a BS in Finance from the University of Maryland Robert H Smith Business School. He is married with 2 young boys that love to play Baseball and Soccer, so he spends a lot of his weekend time on the sports fields in the Chicagoland area. More about US Foods: US Foods is one of America's great food companies and a leading foodservice distributor, partnering with approximately 250,000 restaurants and foodservice operators to help their businesses succeed. With 30,000 employees and more than 70 locations, we provide our customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology, and business solutions. Learn more at: https://www.usfoods.com/. Thanks to Our Sponsor: BMO Whether you're a producer, processor, retailer or distributor every company throughout the food continuum needs a financial partner that understands the factors that impact their business. From emerging consumer trends and industry consolidation, to commodity fluctuations and economic cyclicality, BMO's Food, Consumer, and Agribusiness Group understands the issues affecting your company and are dedicated to serving the entire food industry – from farm to consumer. To learn more about how they can help, visit commercial.bmo.com/food.
Jami Rodgers, Senior Procurement Executive, Chief Acquisition Officer, and Director for USAID Management Bureau's Office of Acquisition and Assistance joins Mike Shanley to discuss his new role with USAID. Jami talks about the incredible work that his team has done and how they are adapting to change. Jami discusses the strategies and ideas that he plans to implement with his team that he gained from working with other parts of the government such as NASA. Jami explains how AI can benefit the work that his team does, as well as what they need to lookout for. Jami then describes what the localization initiative looks like with the office of Acquisition and Assistance. Tune in to learn more about why partnership is key to the success of this team. IN THIS EPISODE: [1:46] What does Jami see as the current state of contracting Acquisition and Assistance at USAID? [6:25] What is feasible for the team to accomplish over the next couple of years? [8:47] Which strategies and ideas is Jami bringing back to USAID from other experiences working in the government fields? [15:35] What were the 5 steps that NASA used when looking into an acquisition challenge? [18:24] How can innovation and rethinking the relationship with risk tolerance be implemented? [20:38] Where does Jami look outside of the government for inspiration or innovation for the procurement process? [23:03] How does Jami see AI affecting procurement? [31:27] What does the localization initiative look like with the Office of Acquisition and Assistance? [35:05] Jami shares about a co-creation workshop that was used to implement a successful localization. [36:54] How does Jami look at the new partnerships initiative? [39:01] What's the best way to share ideas with Jami's team? [42:52] What is Jami prioritizing through the end of this fiscal year? KEY TAKEAWAYS: One way to reduce risk is by not being overly reliant on the same partners over and over and diversifying the partner base. AI can be useful to free up employees from routine and route tasks to higher value work where they can focus on contract administration challenges or getting more partner or site visits, tasks that have more meaning. USAID doesn't do the work alone. They need players from all over to make an impact. The global challenges are going to require diversity of humanity to solve them. QUOTES: [14:02] “The whole purpose of the NAIL was to empower that culture of innovation and reinforce the idea that anyone, anywhere, can be an innovation champion to promote an idea that will propel us forward.” - Jami J. Rodgers, CPCM [27:34] “We need to think about how not only does AI improve our execution of our current processes, but how can AI change our processes so that we're more efficient and effective. This is going to take some time, it won't be done tomorrow. Good things usually take time and thoughtful implementation.” - Jami J. Rodgers, CPCM [33:02] “The big exciting news we mentioned is translation, the whole platform is now available in Arabic, French and Spanish. So we vastly increased outreach to local partners. I believe we had close to 1,500 new users on Arabic websites in the last couple of weeks, so we're hoping that by using the language where we operate, we're bringing critical material to new partners.” - Jami J. Rodgers, CPCM RESOURCES: Jami J. Rodgers, CPCM LinkedIn Aid Market Podcast Aid Market Podcast YouTube BIOGRAPHIES: Jami J. Rodgers serves as Senior Procurement Executive, Chief Acquisition Officer, and Director for USAID Management Bureau's Office of Acquisition and Assistance (M/OAA). He provides senior executive leadership and oversight of USAID's procurement and financial assistance functions, policies, and initiatives to empower over 600 acquisition and assistance professionals to deliver on U.S. foreign assistance development goals worldwide. Mr. Rodgers first served at USAID as M/OAA Special Initiatives and Development Partners Division Chief supporting the Administrator's Grand Challenges for Development, the Bureau for Africa, the Bureau for Policy, Planning, and Learning, and the USAID Global Development Lab. He also served as Acting Deputy Director of M/OAA Washington Operations. He most recently served as the Director of NASA Headquarters Procurement Strategic Operations Division and as Head of the Contracting Activity for the Exploration Systems Development and Space Operations Mission Directorates. He co-sponsored the NASA Acquisition Innovation Launchpad to improve operations and reduce barriers to achieve a more diverse and equitable partner base for mission success. Mr. Rodgers previously served at the Department of Energy (DOE) as Director of the Office of Contract Management, where he oversaw nationwide procurement management reviews, category management efforts, and served as Competition Advocate. He also served as Director of the Office of Headquarters Procurement Services managing $15B in active awards. He began his federal career at the Environmental Protection Agency (EPA) as a Contract Specialist. He is a Certified Professional Contract Manager (CPCM) with the National Contract Management Association and holds a Federal Acquisition Certification in Contracting (FAC-C Professional). He has held unlimited contracting officer warrants at EPA, USAID, and DOE. Mr. Rodgers has been recognized twice with the Secretary of Energy Achievement Award, the USAID Mary A. Reynolds Memorial Award for high-impact innovations, and several Meritorious and Superior Honor Awards. Mr. Rodgers earned a B.S. in Spanish with a business and international studies minor from Penn State University and an MBA with a focus on strategic management and public policy from the George Washington University School of Business. Mr. Rodgers has served in various volunteer leadership positions with a nationally recognized LGBTQIA+ choral arts organization and is a volunteer citizenship instructor for Arlington County, VA to enrich and celebrate his local community.
“A contract lifecycle management platform drives processes for you. That drives your price down, your risk down, and you get the best of all worlds like procurement wants." - Paul Bagley, Director of Commercial Contracting at Acosta Historically, procurement viewed contracts as a legal formality, something only to be referred to when things go wrong with a supplier. This outdated approach leaves a goldmine of untapped value and insight on the table, and it's time for procurement to have a mindset shift when it comes to the way they use, store, value, and leverage digital contracts. In this episode, Philip Ideson and Kelly Barner talk with Paul Bagley, Director of Commercial Contracting at Acosta, and Toby Laforest, Director of Product Marketing at Ironclad, about how procurement can leverage the full potential of digital contracts and the technology required to make it happen. They'll explain: Why digital contacts are strategic assets that can provide bottom-line value to the business Why most procurement teams are currently not taking advantage of AI and contract lifecycle management platforms to extract value from their contracts (and what that mistake is costing them) The myriad benefits procurement - and the business - will see when they normalize contract discussions and regularly refer to contract-based insights with suppliers and stakeholders Links: Paul Bagley on LinkedIn Toby Laforest on LinkedIn Watch on Demand: Connecting the Dots with Digital Contracts Subscribe to This Week in Procurement
Tune into this special episode of The Profitable Cleaner podcast, where hosts James and Angel engage with Raquel Salinas, a veteran entrepreneur in the commercial cleaning industry. Discover the intricacies and advantages of subcontracting in commercial cleaning and how ethical business practices can significantly enhance your operations and profitability. Why Tune Into This Episode?Explore the strategic benefits of subcontracting in the cleaning industry.Learn from Raquel's experiences in balancing direct contracts with effective subcontracting.Uncover the ethical practices that build trust and long-term business relationships.Episode Highlights:In-depth discussion on the financial and operational benefits of subcontracting.Practical advice on ethical business practices and maintaining integrity.Real-life success stories of growth and sustainability in commercial cleaning.0:00 Guest Introduction5:45 Starting Young in the Cleaning Industry15:30 The Shift from Direct Contracts to Subcontracting25:10 Ethical Business Practices in Cleaning35:00 Building Long-Term Client Relationships45:20 Raquel's Approach to Business Expansion55:10 Subcontracting as a Strategic Business Model1:05:00 Episode Wrap-up Connect and Learn More:Eager to refine your business model with subcontracting and ethical practices? Reach out to James, Angel, and Raquel for expert insights and practical strategies. Don't forget to like, comment, and subscribe for more insightful episodes, and click the bell icon to stay updated on our latest discussions. Connect with us:Official Website: https://profitablecleaner.com/Instagram: https://www.instagram.com/profitablecleaner/LinkedIn: https://www.linkedin.com/company/profitablecleaner/Facebook: https://www.facebook.com/theprofitablecleanerJoin our Facebook Group here: https://www.facebook.com/groups/profitablecleaner Don't miss our Cleaning Prophets Denver take over, Septemeber 24th-26th: www.cleaningprophets.comDiscover essential tools, services, and resources for your Facility Maintenance Company by checking out our sponsors. https://usource.com/ https://cleancinch.com/ https://www.cleaningprophets.com/
Check out what @tonkeaninc6575 are doing here: https://www.tonkean.com/ Join 3000+ Procurement Pros in our Community here: https://worldofprocurement.substack.com/ Check out our World of Procurement website: www.wophq.com Check out our go-to learning resources for Procurement Pros: https://worldofprocurement.substack.com/p/the-ultimate-procurement-reading Download our Digital Assets here: https://worldofprocurement.gumroad.com Take our Contract Management for Beginners Course: https://www.udemy.com/course/contract-management-for-beginners/?referralCode=F658394D58FA7DD0515A The conversation discusses process orchestration and intake orchestration in the context of procurement teams. Process orchestration is the idea of using a tool to help orchestrate and align processes to fit the way people work. Intake orchestration is a subset of process orchestration and focuses on managing the intake of requests from different teams and stakeholders. The conversation highlights the importance of process orchestration for procurement teams, especially in enterprise organizations where there are multiple stakeholders, systems, and complexities. It also emphasizes the need to involve AI in the orchestration process to improve efficiency, compliance, and user experience. In this conversation, Sagi and Daniel discuss the importance of AI and process orchestration in procurement and intake. They highlight the need for a personalized and AI-powered user experience, the integration and automation of processes, and the flexibility to customize and iterate on solutions. Sagi emphasizes the value of an AI front door, which allows users to ask questions and receive guidance in plain language. They also discuss the benefits of no-code solutions and the ability to easily make changes and adapt to evolving needs. Overall, the conversation explores the key elements of successful process orchestration in procurement and intake.Key Takeaways Process orchestration helps align processes to fit the way people work Intake orchestration focuses on managing the intake of requests from different teams and stakeholders Process orchestration is particularly important for procurement teams in enterprise organizations AI can be leveraged in orchestration to improve efficiency, compliance, and user experience A personalized and AI-powered user experience is crucial in procurement and intake processes. Integration and automation of processes are essential for efficiency and productivity. Flexibility and the ability to customize and iterate on solutions are important for adapting to changing needs. An AI front door, where users can ask questions and receive guidance, improves the user experience. No-code solutions enable easy customization and iteration on processes. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit worldofprocurement.substack.com/subscribe
Join us on the Legacy Leaders Show for an enlightening conversation with Brandon Card, the visionary CEO and Founder of Terzo.ai.During our conversation, we explored:Partnership with IBM Watson - Discover how Terzo's collaboration with IBM Watson leverages advanced AI to extract and analyze critical data from contracts, optimizing financial insights and decision-making processes for enterprises.AI Trends and Market Shifts - Brandon, a seasoned expert, will share his valuable perspective on the current trends in AI technology, particularly within supplier management and contract intelligence.Fortune 500 Trends - Learn about the latest trends among Fortune 500 companies in optimizing contract intelligence and how AI-driven solutions are becoming integral in corporate and government sectors to enhance efficiency and cost management.Take advantage of this episode as Brandon Card shares his vision for the future of AI in procurement and how Terzo is leading the charge towards a more intelligent and efficient way of managing contracts and supplier relationships.Discover more at terzo.ai
In this two-part CPQ Podcast episode we explore Salesforce's latest offering: Revenue Lifecycle Management (RLM). Brion Schweers, SVP at Salesforce Revenue Cloud, joins us to unpack RLM's capabilities. Part 1: Building a Flexible Revenue Engine RLM's composable architecture lets you build a custom revenue solution Powered by Salesforce Einstein: RLM leverages AI for intelligent automation throughout the revenue process. Headless for seamless integration: RLM integrates with existing systems for maximum flexibility. Key RLM features: We'll explore product catalog management, pricing, transactions, contracts, and more. RLM in the Salesforce ecosystem: Discover how RLM works with Salesforce Manufacturing Cloud, Commerce Cloud, and others. Configuration and Testing: Learn how RLM enhances product configuration and streamlines testing. Part 2: Unveiling RLM's Full Potential We'll explore RLM's performance with large and complex quotes. Dynamic Revenue Orchestration: See how RLM manages various revenue streams. Asset & Subscription Management: RLM automates these processes for greater control. RLM and Contract Management: Discover how RLM works with contract management. Beyond the Basics: We'll delve deeper into RLM's advanced features. Join us for a comprehensive look at Salesforce's RLM and learn how RLM could support your revenue operations. LinkedIn https://www.linkedin.com/in/brion-schweers-71363211/
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In this episode of Navigating Major Programmes, Riccardo Cosentino sits down with fellow Oxford's Saïd Business School alumnus, Shawn Modar, to discuss why mega projects go wrong and what can be done contractually to avoid failure. The pair delve into the role psychological contracts play in the Iron Triangle. Plus, Shawn shares his Oxford dissertation findings, including a prenuptial agreement analogy you don't want to miss. “One of the interesting realizations that I had during this process is: Why would somebody intentionally not comply with their contract, knowing all those legal risks that are out there? And what I realized is when they're not complying with that written contract, they're actually complying with their psychological contract.” – Shawn ModarShawn Modar has more than 23 years of experience in the engineering and construction industry, with the majority of that time being focused on construction claim analysis and dispute resolution. His primary focus is assisting clients in their efforts to substantiate or defend against claims for the recovery of time and additional costs, to avoid formal disputes, and to make informed decisions that result in equitable resolutions. Key Takeaways:The risk of acting like something you're not: Relational contracts versus traditional contractsThe truth behind intentional noncompliance in megaprojectsThe benefits and downfalls of psychological contracts If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox.The conversation doesn't stop here—connect and converse with our community via LinkedIn:Follow Shawn Modar on LinkedInFollow Navigating Major Programmes on LinkedInFollow Riccardo Cosentino on LinkedInRead Riccardo's latest at wwww.riccardocosentino.com Music: "A New Tomorrow" by Chordial Music. Licensed through PremiumBeat.DISCLAIMER: The opinions, beliefs, and viewpoints expressed by the hosts and guests on this podcast do not necessarily represent or reflect the official policy, opinions, beliefs, and viewpoints of Disenyo.co LLC and its employees.
In this two-part CPQ Podcast episode we explore Salesforce's latest offering: Revenue Lifecycle Management (RLM). Brion Schweers, SVP at Salesforce Revenue Cloud, joins us to unpack RLM's capabilities. Part 1: Building a Flexible Revenue Engine RLM's composable architecture lets you build a custom revenue solution Powered by Salesforce Einstein: RLM leverages AI for intelligent automation throughout the revenue process. Headless for seamless integration: RLM integrates with existing systems for maximum flexibility. Key RLM features: We'll explore product catalog management, pricing, transactions, contracts, and more. RLM in the Salesforce ecosystem: Discover how RLM works with Salesforce Manufacturing Cloud, Commerce Cloud, and others. Configuration and Testing: Learn how RLM enhances product configuration and streamlines testing. Part 2: Unveiling RLM's Full Potential We'll explore RLM's performance with large and complex quotes. Dynamic Revenue Orchestration: See how RLM manages various revenue streams. Asset & Subscription Management: RLM automates these processes for greater control. RLM and Contract Management: Discover how RLM works with contract management. Beyond the Basics: We'll delve deeper into RLM's advanced features. Join us for a comprehensive look at Salesforce's RLM and learn how RLM could support your revenue operations. LinkedIn https://www.linkedin.com/in/brion-schweers-71363211/
Dave is a former schoolteacher with 16 years of classroom experience. Dave also has 20 years of teaching experience in untraditional settings. He has a bachelor's degree and two masters degrees in education. While in the classroom, he was certified as a music teacher. He taught Band, Orchestra, Choir, and general music at all levels, preschool through college. Other items he has taught include swimming, Microsoft Office, SAP, Contract Management, Soft Skills, Customer Relationship Management, Presentation Skills, and Computer Skills. He comes from a family of teachers. At one point in time, there were 13 active professional teachers in the family. His spare time is all about his kids.Key Takeaways:Swimming lessons are a good example of the need to differentiate based on levels of readiness.The most important aspect of supporting teachers is having resources available.Schools should be passing strategies to families for learning to continue at home.You engage people by reaching them on an emotional level.We need to examine exactly what we are measuring with grades. They are a snapshot in time and reflect much more than what is actually occurring with student learning.We have to make use of periodic reviews if we are to expect students to be able to retain information over the long term.Use technology in a way that has students creating and solving problems rather than just extensions of traditional methods.We have to teach students how to fail and fail correctly without punishing them with grades. It is how you handle failure that makes the difference. The YouTube example for learning.Stay in Touch:Email: DavidSchultz@financialguide.comDon't Forget to Review the Show!I appreciate you checking out the episodes. I would mean a lot to me if you took a minute right now to subscribe, rate, and review on iTunes, Spotify, Amazon, or wherever you listen! It helps the show out a lot!Who am I?I've been an educator in Massachusetts for 23 years. I'm finishing my 16th year as a building leader. I'm a teacher centered Principal and passionate about continuous improvement and the idea that success is not a destination, but a process. I'm active on social media, vlog about continuous improvement on a weekly basis, and wrote a book also called SEEing to Lead as a way to help everyone improve education as a whole by promoting my “just cause”: improving the educational experience for as many people as possible by being purposeful, acting with integrity, and building character. SEEing to Lead Extras!Like the content, want to be a guest, or know someone who would? Reach out to me on Twitter at @DrCSJonesHave you taken the time to order and read my latest book! Seeing to Lead is filled with practical resources and personal stories to help you support, engage, and empower those you lead no matter your position!Jimmy Casas said, "If you are a leader who is looking to support, engage and empower your staff, then SEEing to Lead, by Dr. Chris Jones, is a book you will want to pick up and read. Dr. Jones reminds us that building capacity and helping others achieve personal success is the key to elevating your organization and leaving a lasting impact."Get your copy here! Don't forget to leave a rating and review for others. I would appreciate it!Subscribe to My Newsletter! We are all busy, often unsupported, and struggle to stay engaged! Here is a weekly resource that has something to support, engage, and empower you. Not to mention it saves you time by getting to the point! Increase your focus and become a better leader; no matter your position. Check it out here!Get in touch to schedule me for a workshop or presentation!This show is part of the Be Podcast Network. Our podcasts go beyond education as we know it — in any learning environment, formal or informal — and help you be the change you want to see. Learn more about the network and all our shows at https://bepodcast.network We're thrilled to be sponsored by MyFlexLearning, the scheduling platform that helps middle and high schools meet the individual needs of all students. Create and manage time for flex blocks, WIN time, activity periods, RTI, counselor and teacher appointments and much more. And with a built-in accountability tool and reporting features, solve your challenges around getting kids where they need to be and understanding how flex time is spent. Make your flex time work for you. Visit myflexlearning.com/BE to learn more and receive $500 off the first year.
In this insightful episode of the Construction Junction podcast, presenter Tonya Schulte focuses on how construction subcontractors can navigate through the complex business landscape. The show lights a torch through the historical evolution of contract risk management in construction and underscores the importance of contract negotiations and management for better cash flow and profitability. Guest Cian Brennan shares lessons about using contract management software like Quantum to manage changes and delays, negotiate better contracts and reduce costs. They unravel the misunderstood notion of 'pay when paid' and 'pay if paid clauses' which often lead to disputes and elucidate why efficient contract management is an invaluable tool in the constant battle against risks in the industry. The conversation goes deeper into the subject, touching on the essential transitions required when a business grows from a small to a medium scale and overlooks the essential departments needed to succeed at a higher level. Their chat explores the necessity of timely action when faced with change orders, a crucial step towards building a reputation of professionalism and efficiency in managing delays and disputes. This enlightening episode puts viewers on the right track towards achieving an increased 5% to 15% margin on each project with better cash flow. Join the intense discourse and learn about the best practices for managing, negotiating, and reviewing construction contracts. Contact the show at hello@theprofitconstructors.com.
How you can help the Procurement Legends PodcastJoin 2800+ Procurement Pros in our Community here: https://worldofprocurement.substack.com/World of Procurement is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Check out our go-to learning resources for Procurement Pros: https://worldofprocurement.substack.com/p/the-ultimate-procurement-readingSubscribe to our YouTube Channel: https://www.youtube.com/channel/UCQKMRtL4Li9sFvLi-ixo1OwDownload our Digital Assets here: https://worldofprocurement.gumroad.comTake our Contract Management for Beginners Course: https://www.udemy.com/course/contract-management-for-beginners/?referralCode=F658394D58FA7DD0515A This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit worldofprocurement.substack.com/subscribe
In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre's favorite decision-making frameworks. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics Andre has a PhD in AI and machine learning. He writes the popular Data-driven VC Substack https://www.datadrivenvc.io/ and is one of the foremost thought leaders of the intersection of machine learning and data to make investment decisions within the private markets. — PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140 Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV — SPONSORS: NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTN Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.
In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre's favorite decision-making frameworks. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metricsAndre has a PhD in AI and machine learning. He writes the popular Data-driven VC Substack and he is one of the foremost thought leaders of the intersection of machine learning and data to make investment decisions within the private markets.—SPONSORS:NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join OpenAI, Replicate, ElevenLabs and more at https://bit.ly/AttioRTNMaxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.
In this episode of the Industry Insights podcast, Rafael is joined by CEO and Founder of Ncontracts Michael Berman to talk about the evolution of contract management at financial institutions. It's a timely topic as Michael's company celebrates its 15th anniversary and he unveils Ncontracts' newest innovation - the Ntelligent Contracts Assistant. Contracts are single most effective control a financial institution has when working with third-party vendors. An oversight when drafting or managing contracts can lead to expensive mistakes. It's not just about pricing. Inadequate analysis of terms and conditions, failure to monitor vendor performance, and deficiencies in handling data security during transitions can all spell trouble. Contract management includes every aspect of the TPRM lifecycle, including vendor onboarding, ongoing oversight, and termination. Meanwhile regulatory scrutiny of contracts continues to increase, with over 100 references in recent guidance impacting banks. Over the years, Michael has watched contract management best practices evolve along with features that can mitigate insider threats that lead to data breaches, like vendor employee background checks, security training, and cyber insurance. Now AI is transforming contract management again by uncovering risks and driving efficiency. Michael's company, Ncontracts is leading the way with Ntelligent Contracts Assistant leading the way. It's an exciting development for financial institutions that want to maximize their understanding of contract while minimizing the staff hours to get it done.
How you can help the Procurement Legends Video PodcastJoin 2600+ Procurement Pros in our Community here: https://worldofprocurement.substack.com/World of Procurement is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Check out our go-to learning resources for Procurement Pros: https://worldofprocurement.substack.com/p/the-ultimate-procurement-readingSubscribe to our YouTube Channel: https://www.youtube.com/channel/UCQKMRtL4Li9sFvLi-ixo1OwDownload our Digital Assets here: https://worldofprocurement.gumroad.comTake our Contract Management for Beginners Course: https://www.udemy.com/course/contract-management-for-beginners/?referralCode=F658394D58FA7DD0515A This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit worldofprocurement.substack.com/subscribe
How you can help the Procurement Legends Video PodcastJoin 2400+ Procurement Pros in our Community here: https://worldofprocurement.substack.com/Check out our go-to learning resources for Procurement Pros: https://worldofprocurement.substack.com/p/the-ultimate-procurement-readingSubscribe to our YouTube Channel: https://www.youtube.com/channel/UCQKMRtL4Li9sFvLi-ixo1OwDownload our Digital Assets here: https://worldofprocurement.gumroad.comTake our Contract Management for Beginners Course: https://www.udemy.com/course/contract-management-for-beginners/?referralCode=F658394D58FA7DD0515AWorld of Procurement is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit worldofprocurement.substack.com/subscribe
How you can help the Procurement Legends Video PodcastJoin 2400+ Procurement Pros in our Community here: https://worldofprocurement.substack.com/Check out our go-to learning resources for Procurement Pros: https://worldofprocurement.substack.com/p/the-ultimate-procurement-readingSubscribe to our YouTube Channel: https://www.youtube.com/channel/UCQKMRtL4Li9sFvLi-ixo1OwDownload our Digital Assets here: https://worldofprocurement.gumroad.comTake our Contract Management for Beginners Course: https://www.udemy.com/course/contract-management-for-beginners/?referralCode=F658394D58FA7DD0515AWorld of Procurement is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit worldofprocurement.substack.com/subscribe
Today's guest is Troy Pospisil, Founder and CEO of Ontra. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy joins Emerj Senior Editor Matthew DeMello on today's show to discuss model development for legal workflows and what financial leaders need to know about the process to properly leverage new generative AI capabilities in these sectors. To access Emerj's frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.
On the latest episode of Risk Management: Brick by Brick, Jason Reichl is joined by Josh Levy, Co-Founder and CEO of Document Crunch, a contract intelligence platform for the construction industry. Josh has a strong leadership background with expertise in construction law, co-founding Document Crunch to bring his expertise to the field.
The Lawyer Stories Podcast Episode 151 features Jessica Nguyen, Chief Legal Officer at Lexion, an AI-powered contract management start-up. Jessica shares her lawyer story with us and the reasons why she is willing to join start-ups and build-out their legal teams and what makes her the right fit for the role. Jessica tells us that Lexion requires no IT or expensive consultants required to get started or modify workflows, and as an executive team member, will accelerate its growth and serve as the voice of the customer.
Vishal Sunak, CEO and co-founder of LinkSquares, has raised over $160 million for his thriving startup. His venture has acquired funding from top-tier investors like Catalyst Investors, G Squared, Jump Capital, and Sorenson Capital.