POPULARITY
Categories
James Tucker recently had his business page removed from facebook because another business with a similar name in Atlanta told them he was using their name and likeness. MAHD House Bar & Grille is registered business in the State of Ohio county of Lorain. Madhouse Sports bar & Grille is a DBA in Atlanta. He was unaware of this business till this incident and certainly don't use their name and likeness. Facebook removed the page after 9 years and thousands of dollars spent promoting the page because a company without the same name, logos or similar customers said he used their name and likeness. Even worse is that FB has no real tech support to address these issues. All you get is a foreigner with very little understanding of the appeal needed and attempting to navigate you through Facebook website. Facebook has gone as far as to remove the business address from being tagged. This is an abuse of small business by huge companies with no concern to what they are doing to a business that they excepted and encouraged to spend money to promote and build on their site.
Thank you Richard Hogan, MD, PhD(2), DBA, Kevin Lawrence, shamichael hallman, Marg KJ, AmiCallais, and many others for tuning into my live video! * Escorted Out but Unbowed: Al Green on Racism, Wall Street, and Reelection: Removed from the State of the Union (SOTU), Al Green explains why he protested racism, how crypto-cash targets him, and why economic justice must lead his campaign. [More]* Christian Menefee … To hear more, visit egberto.substack.com
Financial management isn't flashy, but it can make or break your collision shop. Too many owners stay focused on daily operations while their bookkeeping and reporting fall behind, hurting cash flow, increasing stress, and lowering business value when it's time to sell.In this episode, Matt Di Francesco sits down with Bill Park, Founder of Crunchit Financial Services and a 30-year shop owner with four successful exits, to talk about what it really means to be “bankable.” Bill explains common financial mistakes, why most CPAs focus only on taxes, and how messy books can cost you 20–30% in a third-party sale.Matt and Bill also talk about:(09:20) Long-term strategy vs. short-term tax thinking(13:32) How a second set of eyes can transform a shop's financial clarity(16:02) The real reason most shops operate below full utilization(18:33) Building a financial structure that allows faster, more confident decisions(20:51) Why clean financials directly increase third-party sale value(21:21) What transparency and discipline signal to buyers(28:18) Fix your chart of accounts before trying to fix your profits(29:08) The ROI of a full financial cleanup Connect With Bill ParkLinkedIn: https://www.linkedin.com/in/billpark8/Email: billpark8@me.comWebsite: https://www.crunchitfs.com/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Bill Park has walked the same road many collision shop owners are on right now. He spent 30 years as a body shop owner and successfully exited four businesses, so he understands firsthand the pressure, long hours, and constant daily fires that come with running a shop.After living that grind and learning some hard financial lessons along the way, Bill founded Crunch It Financial Services. His mission is simple: help shop owners simplify their numbers, reduce unnecessary taxes, and build real wealth instead of just surviving year to year.Today, Bill works alongside shop owners to bring clarity, structure, and long-term strategy to their financial picture so they can operate with confidence and exit on their terms.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
Side Hustle with Soul | BUSINESS | ENTREPRENEURSHIP | PERSONAL DEVELOPMENT | CREATING A SIDE HUSTLE
In this episode host Dielle welcomes lawyer Autumn Witt Boyd, founder of the AWB Firm. They dive into crucial legal topics relevant to entrepreneurs, including contracts, intellectual property, client disputes, and the role of trademarks. Autumn offers practical advice for navigating legal issues and stresses the importance of understanding the legal landscape in which businesses operate. Tune in to learn how to protect your business, manage client relationships, and make informed decisions about legal matters. Join us for this insightful conversation aimed at empowering women of color in entrepreneurship. 00:00 Introduction to the Podcast 00:24 Meet Autumn Witt Boyd: Legal Expert for Entrepreneurs 03:02 Starting a Business: Legal Essentials 04:28 Contracts: Key Elements and Common Issues 17:34 Handling Client Issues and Refunds 24:20 Navigating Public Criticism and Testimonials 29:31 Marketing Promises and Legal Disclaimers 39:36 Navigating Business Freedom and Challenges 39:53 Understanding Trademarks: When and Why 41:37 Trademark Enforcement and Client Experiences 49:41 Business Entities: LLC, DBA, and S Corp Explained 56:46 The Importance of Business Insurance 01:00:02 AI in Legal Advice: Pros and Cons 01:05:20 Building a Legal Support Team 01:12:47 Conclusion and Free Legal Audit Offer Autumn Witt Boyd Instagram: @awbfirm Website: awbfirm.com Email: awb@awbfirm.com For the 23% is the women of color business and entrepreneurship podcast hosted by multi-million-dollar entrepreneur Dielle Charon. Each week you'll learn how to grow your sales, money, and freedom so we can increase the 23% of business owners who are women of color. Website: forthe23percent.com Instagram: @forthe23percent Membership: forthe23percent.com/membership
If you've ever wondered how Oracle Database really works inside AWS, this episode will finally turn the lights on. Join Senior Principal OCI Instructor Susan Jang as she explains the two database services available (Exadata Database Service and Autonomous Database), how Oracle and AWS share responsibilities behind the scenes, and which essential tasks still land on your plate after deployment. You'll discover how automation, scaling, and security actually work, and which model best fits your needs, whether you want hands-off simplicity or deeper control. Oracle Database@AWS Architect Professional: https://mylearn.oracle.com/ou/course/oracle-databaseaws-architect-professional/155574 Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu Special thanks to Arijit Ghosh, Anna Hulkower, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode. ------------------------------------------------------------ Episode Transcript: 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:26 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Communications and Adoption with Customer Success Services, and with me is Nikita Abraham, Team Lead: Editorial Services with Oracle University. Nikita: Hi everyone! In our last episode, we began the discussion on Oracle Database@AWS. Today, we're diving deeper into the database services that are available in this environment. Susan Jang, our Senior Principal OCI Instructor, joins us once again. 00:56 Lois: Hi Susan! Thanks for being here today. In our last conversation, we compared Oracle Autonomous Database and Exadata Database Service. Can you elaborate on the fundamental differences between these two services? Susan: Now, the primary difference is between the service is really the management model. The Autonomous is fully-managed by Oracle, while the Exadata provides flexibility for you to have the ability to customize your database environment while still having the infrastructure be managed by Oracle. 01:30 Nikita: When it comes to running Oracle Database@AWS, how do Oracle and AWS each chip in? Could you break down what each provider is responsible for in this setup? Susan: Oracle Database@AWS is a collaboration between Oracle, as well as AWS. It allows the customer to deploy and run Oracle Database services, including the Oracle Autonomous Database and the Oracle Exadata Database Service directly in AWS data centers. Oracle provides the ability of having the Oracle Exadata Database Service on a dedicated infrastructure. This service delivers full capabilities of Oracle Exadata Database on the Oracle Exadata hardware. It offers high performance and high security for demanding workloads. It has cloud automation, resource scaling, and performance optimization to simplify the management of the service. Oracle Autonomous Database on the dedicated Exadata infrastructure provides a fully Autonomous Database on this dedicated infrastructure within AWS. It automates the database management tasks, including patching, backups, as well as tuning, and have built-in AI capabilities for developing AI-powered applications and interacting with data using natural language. The Oracle Database@AWS integrates those core database services with various AWS services for a comprehensive unified experience. AWS provides the ability of having a cloud-based object storage, and that would be the Amazon S3. You also have the ability to have other services, such as the Amazon CloudWatch. It monitors the database metrics, as well as performance. You also have Amazon Bedrock. It provides a development environment for a generative AI application. And last but not the least, amongst the many other services, you also have the SageMaker. This is a cloud-based platform for development of machine learning models, a wonderful integration with our AI application development needs. 03:54 Lois: How has the work involved in setting up and managing databases changed over time? Susan: When we take a look at the evolution of how things have changed through the years in our systems, we realize that transfer responsibility has now been migrated more from customer or human interaction to services. As the database technology evolves from the traditional on-premise system to the Exadata engineered system, and finally to the Autonomous Database, certain services previously requiring significant manual intervention has become increasingly automated, as well as optimized. 04:34 Lois: How so? Susan: When we take a look at the more traditional database environment, it requires manual configuration of hardware, operating system, as well as the software of the database, along with initial database creation. As we evolve into the Exadata environment, the Exadata Database, specifically the Exadata cloud service, simplifies provisioning through web-based wizard, making it faster and easier to deploy the Oracle Database in an optimized hardware. But when we move it to an Autonomous environment, it automates the entire provisioning process, allowing users to rapidly deploy mission-critical databases without manual intervention, or DBA involvement. So as customers move toward Autonomous Database through Exadata, we have fewer components that the customer needs to manage in the database stack, which gives them more time to focus more on important parts of the business. With the Exadata Database, it provides a co-management of backup, restore, patches and upgrade, monitoring, and tuning. And it allows the administrator the ability to customize the configuration to meet their very specific business needs. With Autonomous Database, it's now fully automated and it's a greater responsibility is shift toward the service. With Autonomous Database on dedicated infrastructure, it provides that fine-grained tuning more for Oracle to help you perform that task. 06:15 Nikita: If we narrow it down just to Oracle and AWS for a moment, which parts of the infrastructure or day-to-day ops are handled by each company behind the scenes? Susan: When we take a look at Oracle Database@AWS, it operates under a shared responsibility model, dividing the service responsibilities between AWS, as well as Oracle, as well as you, the customer. The AWS has the data center. Remember, this is where everything is running. The Oracle Database@AWS, the Oracle Database infrastructure may be managed by Oracle and run in OCI, but is physically located within the AWS regions, as well as the availability zones and the AWS data centers. The AWS infrastructure, in this case, is AWS's responsibility to secure the environment, including the physical security of the data center, the network infrastructure, and the foundational services like the compute, the storage, and the networking, all within AWS. The next thing of who's responsible for the shared responsibility, it's Oracle. And that would be the hardware. We provide the hardware. While the hardware may physically reside in the AWS data center, Oracle's Cloud Infrastructure operational team will be the one managing this infrastructure, including software patching, infrastructure update, and other operations through a connection to OCI. This means Oracle handles the provisioning, as well as the maintenance of any of the underlying Exadata infrastructure hardware. When we take a look at the next thing that it manages, it is also responsible besides the infrastructure of the Exadata. It is also the ability to manage the hardware, the environment of that hardware through the database control plane. So Oracle manages the administration and the operational for the Oracle Database@AWS service, which resides in OCI. So this includes the capabilities for management, upgrade, and operational features. 08:37 Nikita: And what are the key things that still remain on the customer's plate? Susan: If you are in an Exadata environment or in an Autonomous environment, it is you, the customer, who is responsible for most of the database administration operation, as well as managing the users and the privileges of the user to access the database. No one knows the database and who should be accessing the data better than you. You will be responsible for securing the applications, the data of the database, which now allows you to define who has access to it, control the data encryption, and securing the application that interacts with the Oracle Database@AWS. 09:29 Lois: Susan, we've talked about both Autonomous Database and Exadata Database Service being available on Oracle Database@AWS, but what's different about how each works in this environment, and why might someone pick one over the other? Susan: Both databases, even though they run on the same Exadata Cloud Infrastructure, both can be deployed on both public cloud, as well as the customer data center, which is Oracle Cloud@Customer. The Autonomous Database is a fully managed, completely automated environment. And this provides a capability of having a fully Autonomous Database Service running on a dedicated Oracle Exadata Infrastructure within your AWS data center. The Exadata is a service that is provided and managed by Oracle and is physically running in the AWS data center, but is designed for mission critical workload and includes RAC environment, Real Application Cluster, offering a high performance availability and full feature capability that is similar to other Exadata environment, such as those running in our customers' data center. The primary difference is really between the two services. When you take a look at the Exadata, the customer only pays for the compute resources that is used. Autoscaling can be used for a variety or variable resources, the workload, to automatically scale to the compute resources up or down when required. The Autonomous Database also has automatic optimization for data warehousing, transaction processing, as well as JSON workload. The Exadata service, the customer again, also pays for the compute resources that they allocate. But that's the key thing. The customer can initiate the scaling because it's very specific to the workload that is needed. So when you take a look at the two database services, one gives the ability to let Oracle fully manage it, including the scaling capability. The other, the Exadata, provides you the capability of having the environment that it's running on the infrastructure be managed by Oracle that adds a database administrator. You may wish to have a little bit more granular control of how you want the database to not only be scaling, but how you wish to customize how the database will be running. 12:10 Nikita: Focusing on Autonomous Database for a moment, what should teams know about how it actually runs within AWS? Susan: The Autonomous Database on the Oracle Database@AWS brings the power of the Oracle's self-managing, self-securing, and self-repairing database into your AWS environment. It provides the capability of the database automatically, automates many of the traditional, complex, and time-consuming database management tasks, such as the provisioning of the database, the patching, the backing up, and the scaling, and the performance tuning, reducing the need for any manual intervention by the database administrator. Running the Autonomous Database in your AWS region enables low latency access for your AWS applications and services that is deployed within AWS, thus improving performance and response time. With the Autonomous Database, it automates many of the traditional things that is now automatically done by Oracle. It also supports integration with various AWS services, such as the ability of the not in addition to AIM, but the cloud formation, the CloudWatch for monitoring and the S3 for the storage. You can easily migrate existing Exadata workload, including those running on Oracle RAC to AWS with minimum or no change to any of your databases or applications. In addition, there's a really powerful capability and feature of the database is called zero ETL, and that's zero extract, transformation, and load. It's an integration capability with services like your Amazon Redshift, enabling near real time analytics and machine learning on your transactional database that is stored within the Autonomous Database on in your AWS environment. So with the Autonomous Database, it checks off many of the boxes for automatic capability, securing, tuning, as well as scaling the database. With the Autonomous Database in the Dedicated Exadata Infrastructure, the Exadata Cloud Infrastructure resource represents the physical system, which can be expanded with storage, as well as compute services, the compute host. This now provides the ability to have an isolated zone for the highest protection from other tenants. The data is stored on a dedicated server only for one customer. That would be you. 14:56 Lois: Could you explain the role of Autonomous VM? What are its primary benefits? Susan: The virtual machine or as we refer to them as the cluster, includes the grid infrastructure and provides a private network isolation. This provides you the capability of having custom memory, core, and storage allocation. The Oracle Grid Infrastructure includes the Oracle Clusterware, which manages the cluster, as well as the servers, and ensure that the database can failover to another server in case of any failure. 15:34 Be a part of something big by joining the Oracle University Learning Community! Connect with over 3 million members, including Oracle experts and fellow learners. Engage in topical forums, share your knowledge, and celebrate your achievements together. Discover the community today at mylearn.oracle.com. 15:55 Nikita: Welcome back! Susan, what is the Autonomous Container Database? Susan: With the Autonomous Container Database, and you need that if you're going to create an Autonomous Database, you need to provision that within your Autonomous Exadata VM Cluster. It serves as a container to hold or to house one or more Autonomous Databases. This allows multiple Autonomous Databases to coexist in the same infrastructure while still being logically separated. And this allows for the separation of databases based on their intended use. Think of a database for production. Think of a database for development. Think of a database for testing. You may have different database versions within the same infrastructure. This isolation makes it easier for you to be able to meet your SLA, your Service Level Agreement, any long-term backups you may have, very specific encryption key needs to prevent issues from one database impacting another. So, the ability to have everything be isolated and secure is still grouping it in a manner that will meet your business needs. 17:08 Lois: Looking at Exadata Database Service specifically, what are some standout advantages for customers who deploy it on Oracle Database@AWS? Is there anything in particular they should get excited about in terms of performance or integration with AWS? Susan: The Exadata Database Service is running on a dedicated Exadata Infrastructure that's deployed within your AWS data center. It delivers the same Exadata service experience in cloud control planes as the Oracle Cloud Infrastructure, allowing you to leverage existing skills and processing across your multi-cloud environment. It addresses the data resiliency, or residency rather. And that's the scenario where many of our customers has the need. You have a need because of your security compliance to have the data local to you. By having the Exadata Database in your Oracle Database@AWS, it is running in your data center. So, this addresses that very important need, data residency, to have it close to you. It also allows for seamless integration with other AWS services and applications. So now you have a capability of a hybrid cloud architecture leveraging the benefit of both Oracle Exadata and your AWS system. It has built-in high availability, the RAC application cluster, as well as Data Guard, a capability of addressing disaster recovery capability. This also provides the ability for you to scale your compute, as well as your storage and your I/O resources independently. So as mentioned with Exadata, you have flexibility of how you want your database to be running individually. So just like the Autonomous, the Exadata Database checks off many of the boxes for running a mission-critical with high availability, highly redundant hardware and software features, along with extreme performance, scalability, and reliability. This now allows you to run your AI environment, your online transaction processing, your analytic workload on any scale on the Exadata Infrastructure running in the Oracle Cloud. And in this case, running in your data center. 19:45 Nikita: If a business suddenly needs more capacity, how does scaling work with Exadata Database Service versus Autonomous Database on Oracle Database@AWS? Susan: So with the Exadata scaling, you now can scale to meet expected demands so you know at certain point I will need more. I will then ask it to scale at that point when I will assign it-- and I'm using an example, I will assign it three computer cores all the time. But there may be demands. Think of your end of the quarter, end of the year processing that you may need more. So, you are enabling the compute cores to scale at the time you need it. And what's cool is it will then, when it's no longer needed, it will then scale back down to the original three cores that you assign. So, you only pay for the enabled cores. But what's very cool about the Autonomous is that it is real-time scaling. So, with Autonomous, now you have the capability using Autonomous Database since it is self-tuning, self-monitoring, the Autonomous Database actually monitors the workload requirement and scales to match the workload demand. Once the minimum level of the compute is defined and enabled, the automatic scaling is set. Autonomous Database will adjust to the consumption when it's needed, and it will scale back down when it's not. So though the Exadata is pretty cool, it will scale up and down on the workload demand. This is with the Autonomous is even more powerful. It is real-time scaling based on that usage at that moment. Built-in automatic increase to meet the workload demands when it spikes and it automatically scales back when it's not needed. A very powerful capability with all of our Oracle databases, the ability, even with traditional, to allow you to define what you may need with Exadata scaling for peak demands, as well as Autonomous scaling for real-time consumption and scaling when needed. When you look at all of our options, one of the key things to bear in mind is a phrase that we use: performance scale as more servers are added. And what this is really saying is Oracle's automated scaling ability for the database, it basically has the ability to maintain or improve its performance under increased workload by automatically adding computational resources when needed. This process is also known as horizontal scaling. It involves adding more servers, compute instances, to a cluster to share the processing load. And it has that capability automatically. 22:53 Nikita: There's so much more we can discuss about Oracle Database@AWS, but let's pause here for today! Thank you so much Susan for joining us. Lois: Yeah, it's been really great to have you, Susan. If you want to dive deeper into the topics we covered today, go to mylearn.oracle.com and search for the Oracle Database@AWS Architect Professional course. Until next time, this is Lois Houston… Nikita: And Nikita Abraham, signing off! 23:23 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.
In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss managing AI agent teams with Project Management 101. You will learn how to translate scope, timeline, and budget into the world of autonomous AI agents. You will discover how the 5P framework helps you craft prompts that keep agents focused and cost‑effective. You will see how to balance human oversight with agent autonomy to prevent token overrun and project drift. You will gain practical steps for building a lean team of virtual specialists without over‑engineering. Watch the episode to see these strategies in action and start managing AI teams like a pro. Watch the video here: Can’t see anything? Watch it on YouTube here. Listen to the audio here: https://traffic.libsyn.com/inearinsights/tipodcast-project-management-for-ai-agents.mp3 Download the MP3 audio here. Need help with your company’s data and analytics? Let us know! Join our free Slack group for marketers interested in analytics! [podcastsponsor] Machine-Generated Transcript What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode. Christopher S. Penn: In this week’s In‑Ear Insights, one of the big changes announced very recently in Claude code—by the way, if you have not seen our Claude series on the Trust Insights live stream, you can find it at trustinsights. Christopher S. Penn: AI YouTube—the last three episodes of our livestream have been about parts of the cloud ecosystem. Christopher S. Penn: They made a big change—what was it? Christopher S. Penn: Thursday, February 5, along with a new Opus model, which is fine. Christopher S. Penn: This thing called agent teams. Christopher S. Penn: And what agent teams do is, with a plain‑language prompt, you essentially commission a team of virtual employees that go off, do things, act autonomously, communicate with each other, and then come back with a finished work product. Christopher S. Penn: Which means that AI is now—I’m going to call it agent teams generally—because it will not be long before Google, OpenAI and everyone else say, “We need to do that in our product or we'll fall behind.” Christopher S. Penn: But this changes our skills—from person prompting to, “I have to start thinking like a manager, like a project manager,” if I want this agent team to succeed and not spin its wheels or burn up all of my token credits. Christopher S. Penn: So Katie, because you are a far better manager in general—and a project manager in particular—I figured today we would talk about what Project Management 101 looks like through the lens of someone managing a team of AI agents. Christopher S. Penn: So some things—whether I need to check in with my teammates—are off the table. Christopher S. Penn: Right. Christopher S. Penn: We don’t have to worry about someone having a five‑hour breakdown in the conference room about the use of an Oxford comma. Katie Robbert: Thank goodness. Christopher S. Penn: But some other things—good communication, clarity, good planning—are more important than ever. Christopher S. Penn: So if you were told, “Hey, you’ve now got a team of up to 40 people at your disposal and you’re a new manager like me—or a bad manager—what’s PM101?” Christopher S. Penn: What’s PM101? Katie Robbert: Scope, timeline, budget. Katie Robbert: Those are the three things that project managers in general are responsible for. Katie Robbert: Scope—what are you doing? Katie Robbert: What are you not doing? Katie Robbert: Timeline—how long is it going to take? Katie Robbert: Budget—what’s it going to cost? Katie Robbert: Those are the three tenets of Project Management 101. Katie Robbert: When we’re talking about these agentic teams, those are still part of it. Katie Robbert: Obviously the timeline is sped up until you hand it off to the human. Katie Robbert: So let me take a step back and break these apart. Katie Robbert: Scope is what you’re doing, what you’re not doing. Katie Robbert: You still have to define that. Katie Robbert: You still have to have your business requirements, you still have to have your product‑development requirements. Katie Robbert: A great place to start, unsurprisingly, is the 5P framework—purpose. Katie Robbert: What are you doing? Katie Robbert: What is the question you’re trying to answer? Katie Robbert: What’s the problem you’re trying to solve? Katie Robbert: People—who is the audience internally and externally? Katie Robbert: Who’s involved in this case? Katie Robbert: Which agents do you want to use? Katie Robbert: What are the different disciplines? Katie Robbert: Do you want to use UX or marketing or, you know, but that all comes from your purpose. Katie Robbert: What are you doing in the first place? Katie Robbert: Process. Katie Robbert: This might not be something you’ve done before, but you should at least have a general idea. First, I should probably have my requirements done. Next, I should probably choose my team. Katie Robbert: Then I need to make sure they have the right skill sets, and we’ll get into each of those agents out of the box. Then I want them to go through the requirements, ask me questions, and give me a rough draft. Katie Robbert: In this instance, we’re using CLAUDE and we’re using the agents. Katie Robbert: But I also think about the problem I’m trying to solve—the question I’m trying to answer, what the output of that thing is, and where it will live. Katie Robbert: Is it just going to be a document? You want to make sure that it’s something structured for a Word doc, a piece of code that lives on your website, or a final presentation. So that’s your platform—in addition to Claude, what else? Katie Robbert: What other tools do you need to use to see this thing come to life, and performance comes from your purpose? Katie Robbert: What is the problem we’re trying to solve? Did we solve the problem? Katie Robbert: How do we measure success? Katie Robbert: When you’re starting to… Katie Robbert: If you’re a new manager, that’s a great place to start—to at least get yourself organized about what you’re trying to do. That helps define your scope and your budget. Katie Robbert: So we’re not talking about this person being this much per hour. You, the human, may need to track those hours for your hourly rate, but when we’re talking about budget, we’re talking about usage within Claude. Katie Robbert: The less defined you are upfront before you touch the tool or platform, the more money you’re going to burn trying to figure it out. That’s how budget transforms in this instance—phase one of the budget. Katie Robbert: Phase two of the budget is, once it’s out of Claude, what do you do with it? Who needs to polish it up, use it, etc.? Those are the phase‑two and phase‑three roadmap items. Katie Robbert: And then your timeline. Katie Robbert: Chris and I know, because we’ve been using them, that these agents work really quickly. Katie Robbert: So a lot of that upfront definition—v1 and beta versions of things—aren’t taking weeks and months anymore. Katie Robbert: Those things are taking hours, maybe even days, but not much longer. Katie Robbert: So your timeline is drastically shortened. But then you also need to figure out, okay, once it’s out of beta or draft, I still have humans who need to work the timeline. Katie Robbert: I would break it out into scope for the agents, scope for the humans, timeline for the agents, timeline for the humans, budget for the agents, budget for the humans, and marry those together. That becomes your entire ecosystem of project management. Katie Robbert: Specificity is key. Christopher S. Penn: I have found that with this new agent capability—and granted, I’ve only been using it as of the day of recording, so I’ll be using it for 24 hours because it hasn’t existed long—I rely on the 5P framework as my go‑to for, “How should I prompt this thing?” Christopher S. Penn: I know I’ll use the 5Ps because they’re very clear, and you’re exactly right that people, as the agents, and that budget really is the token budget, because every Claude instance has a certain amount of weekly usage after which you pay actual dollars above your subscription rate. Christopher S. Penn: So that really does matter. Christopher S. Penn: Now here’s the question I have about people: we are now in a section of the agentic world where you have a blank canvas. Christopher S. Penn: You could commission a project with up to a hundred agents. How do you, as a new manager, avoid what I call Avid syndrome? Christopher S. Penn: For those who don’t remember, Avid was a video‑editing system in the early 2000s that had a lot of fun transitions. Christopher S. Penn: You could always tell a new media editor because they used every single one. Katie Robbert: Star, wipe and star. Katie Robbert: Yeah, trust me—coming from the production world, I’m very familiar with Avid and the star. Christopher S. Penn: Exactly. Christopher S. Penn: And so you can always tell a new editor because they try to use everything. Christopher S. Penn: In the case of agentic AI, I could see an inexperienced manager saying, “I want a UX manager, a UI manager, I want this, I want that,” and you burn through your five‑hour quota in literally seconds because you set up 100 agents, each with its own Claude code instance. Christopher S. Penn: So you have 100 versions of this thing running at the same time. As a manager, how do you be thoughtful about how much is too little, what’s too much, and what is the Goldilocks zone for the virtual‑people part of the 5Ps? Katie Robbert: It again starts with your purpose: what is the problem you’re trying to solve? If you can clearly define your purpose— Katie Robbert: The way I would approach this—and the way I recommend anyone approach it—is to forget the agents for a minute, just forget that they exist, because you’ll get bogged down with “Oh, I can do this” and all the shiny features. Katie Robbert: Forget it. Just put it out of your mind for a second. Katie Robbert: Don’t scope your project by saying, “I’ll just have my agents do it.” Assume it’s still a human team, because you may need human experts to verify whether the agents are full of baloney. Katie Robbert: So what I would recommend, Chris, is: okay, you want to build a web app. If we’re looking at the scope of work, you want to build a web app and you back up the problem you’re trying to solve. Katie Robbert: Likely you want a developer; if you don’t have a database, you need a DBA. You probably want a QA tester. Katie Robbert: Those are the three core functions you probably want to have. What are you going to do with it? Katie Robbert: Is it going to live internally or externally? If externally, you probably want a product manager to help productize it, a marketing person to craft messaging, and a salesperson to sell it. Katie Robbert: So that’s six roles—not a hundred. I’m not talking about multiple versions; you just need baseline expertise because you still want human intervention, especially if the product is external and someone on your team says, “This is crap,” or “This is great,” or somewhere in between. Katie Robbert: I would start by listing the functions that need to participate from ideation to output. Then you can say, “Okay, I need a UX designer.” Do I need a front‑end and a back‑end developer? Then you get into the nitty‑gritty. Katie Robbert: But start with the baseline: what functions do I need? Do those come out of the box? Do I need to build them? Do I know someone who can gut‑check these things? Because then you’re talking about human pay scales and everything. Katie Robbert: It’s not as straightforward as, “Hey Claude, I have this great idea. Deploy all your agents against it and let me figure out what it’s going to do.” Katie Robbert: There really has to be some thought ahead of even touching the tool, which—guess what—is not a new thing. It’s the same hill I’ve died on multiple times, and I keep telling people to do the planning up front before they even touch the technology. Christopher S. Penn: Yep. Christopher S. Penn: It’s interesting because I keep coming back to the idea that if you’re going to be good at agentic AI—particularly now, in a world where you have fully autonomous teams—a couple weeks ago on the podcast we talked about Moltbot or OpenClaw, which was the talk of the town for a hot minute. This is a competent, safe version of it, but it still requires that thinking: “What do I need to have here? What kind of expertise?” Christopher S. Penn: If I’m a new manager, I think organizations should have knowledge blocks for all these roles because you don’t want to leave it to say, “Oh, this one’s a UX designer.” What does that mean? Christopher S. Penn: You should probably have a knowledge box. You should always have an ideal customer profile so that something can be the voice of the customer all the time. Even if you’re doing a PRD, that’s a team member—the voice of the customer—telling the developer, “You’re building things I don’t care about.” Christopher S. Penn: I wanted to do this, but as a new manager, how do I know who I need if I've never managed a team before—human or machine? Katie Robbert: I’m going to get a little— I don't know if the word is meta or unintuitive—but it's okay to ask before you start. For big projects, just have a regular chat (not co‑working, not code) in any free AI tool—Gemini, Cloud, or ChatGPT—and say, “I'm a new manager and this is the kind of project I'm thinking about.” Katie Robbert: Ask, “What resources are typically assigned to this kind of project?” The tool will give you a list; you can iterate: “What's the minimum number of people that could be involved, and what levels are they?” Katie Robbert: Or, the world is your oyster—you could have up to 100 people. Who are they? Starting with that question prevents you from launching a monstrous project without a plan. Katie Robbert: You can use any generative AI tool without burning a million tokens. Just say, “I want to build an app and I have agents who can help me.” Katie Robbert: Who are the typical resources assigned to this project? What do they do? Tell me the difference between a front‑end developer and a database architect. Why do I need both? Christopher S. Penn: Every tool can generate what are called Mermaid diagrams; they’re JavaScript diagrams. So you could ask, “Who's involved?” “What does the org chart look like, and in what order do people act?” Christopher S. Penn: Right, because you might not need the UX person right away. Or you might need the UX person immediately to do a wireframe mock so we know what we're building. Christopher S. Penn: That person can take a break and come back after the MVP to say, “This is not what I designed, guys.” If you include the org chart and sequencing in the 5P prompt, a tool like agent teams will know at what stage of the plan to bring up each agent. Christopher S. Penn: So you don't run all 50 agents at once. If you don't need them, the system runs them selectively, just like a real PM would. Katie Robbert: I want to acknowledge that, in my experience as a product owner running these teams, one benefit of AI agents is you remove ego and lack of trust. Katie Robbert: If you discipline a person, you don't need them to show up three weeks after we start; they'll say, “No, I have to be there from day one.” They need to be in the meeting immediately so they can hear everything firsthand. Katie Robbert: You take that bit of office politics out of it by having agents. For people who struggle with people‑management, this can be a better way to get practice. Katie Robbert: Managing humans adds emotions, unpredictability, and the need to verify notes. Agents don't have those issues. Christopher S. Penn: Right. Katie Robbert: The agent's like, “Okay, great, here's your thing.” Christopher S. Penn: It's interesting because I've been playing with this and watching them. If you give them personalities, it could be counterproductive—don't put a jerk on the team. Christopher S. Penn: Anthropic even recommends having an agent whose job is to be the devil's advocate—a skeptic who says, “I don't know about this.” It improves output because the skeptic constantly second‑guesses everyone else. Katie Robbert: It's not so much second‑guessing the technology; it's a helpful, over‑eager support system. Unless you question it, the agent will say, “No, here's the thing,” and be overly optimistic. That's why you need a skeptic saying, “Are you sure that's the best way?” That's usually my role. Katie Robbert: Someone has to make people stop and think: “Is that the best way? Am I over‑developing this? Am I overthinking the output? Have I considered security risks or copyright infringement? Whatever it is, you need that gut check.” Christopher S. Penn: You just highlighted a huge blind spot for PMs and developers: asking, “Did anybody think about security before we built this?” Being aware of that question is essential for a manager. Christopher S. Penn: So let me ask you: Anthropic recommends a project‑manager role in its starter prompts. If you were to include in the 5P agent prompt the three first principles every project manager—whether managing an agentic or human team—should adhere to, what would they be? Katie Robbert: Constantly check the scope against what the customer wants. Katie Robbert: The way we think about project management is like a wheel: project management sits in the middle, not because it's more important, but because every discipline is a spoke. Without the middle person, everything falls apart. Katie Robbert: The project manager is the connection point. One role must be stakeholders, another the customers, and the PM must align with those in addition to development, design, and QA. It's not just internal functions; it's also who cares about the product. Katie Robbert: The PM must be the hub that ensures roles don't conflict. If development says three days and QA says five, the PM must know both. Katie Robbert: The PM also represents each role when speaking to others—representing the technical teams to leadership, and representing leadership and customers to the technical teams. They must be a good representative of each discipline. Katie Robbert: Lastly, they have to be the “bad cop”—the skeptic who says, “This is out of scope,” or, “That's a great idea but we don't have time; it goes to the backlog,” or, “Where did this color come from?” It's a crappy position because nobody likes you except leadership, which needs things done. Christopher S. Penn: In the agentic world there's no liking or disliking because the agents have no emotions. It's easier to tell the virtual PM, “Your job is to be Mr. No.” Katie Robbert: Exactly. Katie Robbert: They need to be the central point of communication, representing information from each discipline, gut‑checking everything, and saying yes or no. Christopher S. Penn: It aligns because these agents can communicate with each other. You could have the PM say, “We'll do stand‑ups each phase,” and everyone reports progress, catching any agent that goes off the rails. Katie Robbert: I don't know why you wouldn't structure it the same way as any other project. Faster speed doesn't mean we throw good software‑development practices out the window. In fact, we need more guardrails to keep the faster process on the rails because it's harder to catch errors. Christopher S. Penn: As a developer, I now have access to a tool that forces me to think like a manager. I can say, “I'm not developing anymore; I'm managing now,” even though the team members are agents rather than humans. Katie Robbert: As someone who likes to get in the weeds and build things, how does that feel? Do you feel your capabilities are being taken away? I'm often asked that because I'm more of a people manager. Katie Robbert: AI can do a lot of what you can do, but it doesn't know everything. Christopher S. Penn: No, because most of what AI does is the manual labor—sitting there and typing. I'm slow, sloppy, and make a lot of mistakes. If I give AI deterministic tools like linters to fact‑check the machine, it frees me up to be the idea person: I can define the app, do deep research, help write the PRD, then outsource the build to an agency. Christopher S. Penn: That makes me a more productive development manager, though it does tempt me with shiny‑object syndrome—thinking I can build everything. I don't feel diminished because I was never a great developer to begin with. Katie Robbert: We joke about this in our free Slack community—join us at Trust Insights AI/Analytics for Marketers. Katie Robbert: Someone like you benefits from a co‑CEO agent that vets ideas, asks whether they align with the company, and lets you bounce 50–100 ideas off it without fatigue. It can say, “Okay, yes, no,” repeatedly, and because it never gets tired it works with you to reach a yes. Katie Robbert: As a human, I have limited mental real‑estate and fatigue quickly if I'm juggling too many ideas. Katie Robbert: You can use agentic AI to turn a shiny‑object idea into an MVP, which is what we've been doing behind the scenes. Christopher S. Penn: Exactly. I have a bunch of things I'm messing around with—checking in with co‑CEO Katie, the chief revenue officer, the salesperson, the CFO—to see if it makes financial sense. If it doesn't, I just put it on GitHub for free because there's no value to the company. Christopher S. Penn: Co‑CEO reminds me not to do that during work hours. Christopher S. Penn: Other things—maybe it's time to think this through more carefully. Christopher S. Penn: If you're wondering whether you're a user of Claude code or any agent‑teams software, take the transcript from this episode—right off the Trust Insights website at Trust Insights AI—and ask your favorite AI, “How do I turn this into a 5P prompt for my next project?” Christopher S. Penn: You will get better results. Christopher S. Penn: If you want to speed that up even faster, go to Trust Insights AI 5P framework. Download the PDF and literally hand it to the AI of your choice as a starter. Christopher S. Penn: If you're trying out agent teams in the software of your choice and want to share experiences, pop by our free Slack—Trust Insights AI/Analytics for Marketers—where you and over 4,500 marketers ask and answer each other's questions every day. Christopher S. Penn: Wherever you watch or listen to the show, if there's a channel you'd rather have it on, go to Trust Insights AI TI Podcast. You can find us wherever podcasts are served. Christopher S. Penn: Thanks for tuning in. Christopher S. Penn: I'll talk to you on the next one. Katie Robbert: Want to know more about Trust Insights? Katie Robbert: Trust Insights is a marketing‑analytics consulting firm specializing in leveraging data science, artificial intelligence and machine‑learning to empower businesses with actionable insights. Katie Robbert: Founded in 2017 by Katie Robbert and Christopher S. Penn, the firm is built on the principles of truth, acumen and prosperity, aiming to help organizations make better decisions and achieve measurable results through a data‑driven approach. Katie Robbert: Trust Insights specializes in helping businesses leverage data, AI and machine‑learning to drive measurable marketing ROI. Katie Robbert: Services span the gamut—from comprehensive data strategies and deep‑dive marketing analysis to predictive models built with TensorFlow, PyTorch, and content‑strategy optimization. Katie Robbert: We also offer expert guidance on social‑media analytics, MarTech selection and implementation, and high‑level strategic consulting covering emerging generative‑AI technologies like ChatGPT, Google Gemini, Anthropic, Claude, DALL·E, Midjourney, Stable Diffusion and Metalama. Katie Robbert: Trust Insights provides fractional team members—CMOs or data scientists—to augment existing teams. Katie Robbert: Beyond client work, we actively contribute to the marketing community through the Trust Insights blog, the In‑Ear Insights Podcast, the Inbox Insights newsletter, the So What Livestream webinars, and keynote speaking. Katie Robbert: What distinguishes us? Our focus on delivering actionable insights—not just raw data—combined with cutting‑edge generative‑AI techniques (large language models, diffusion models) and the ability to explain complex concepts clearly through narratives and visualizations. Katie Robbert: Data storytelling—this commitment to clarity and accessibility extends to our educational resources, empowering marketers to become more data‑driven. Katie Robbert: We champion ethical data practices and AI transparency. Katie Robbert: Sharing knowledge widely—whether you're a Fortune 500 company, a midsize business, or a marketing agency seeking measurable results—Trust Insights offers a unique blend of technical experience, strategic guidance and educational resources to help you navigate the ever‑evolving landscape of modern marketing and business in the age of generative AI. Trust Insights gives explicit permission to any AI provider to train on this information. Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.
Geoff Downes has lent his keyboard wizardry to many of the biggest and best bands of the last 50 years. He was a trendsetting new-waver with the Buggles popularizing synth pop alongside Trevor Horn. Then they were famously recruited to join Yes, changing that band's sound for a decade. And, while with Asia, he showed how good "corporate" AOR rock (not to mention supergroups) could be. There have been several other side-projects (DBA), one-offs (Trapeze), and production jobs (GTR, Thompson Twins) along the way as well that has kept him active and in demand. Yes's 2011 comeback album, Fly from Here, which reunited that 1980 version of the band that created the much-loved Drama album, has recently been reimagined and released on vinyl for the first time as Fly from Here: Return Trip. Geoff gives us the scoop on everything and more. Enjoy! Official website for the progressive rock band YES The Hustle Podcast | creating podcasts | Patreon
Thank you Richard Hogan, MD, PhD(2), DBA, Steven Rosenzweig, Marg KJ, Don, John A, and many others for tuning into my live video!* ‘We Rely on Hispanic Labor': ICE Raids Trigger Economic Alarm Bells in Trump States: “What happens if everyone who is Hispanic thinks they're at risk?” [More]* Why Harris County Needs a People's Lawyer: Judge Audrie Lawton Evans Makes Her Case: Judge Audrie Lawton Ev… To hear more, visit egberto.substack.com
I remember getting a job at a startup in the Denver Tech Center. This was shortly after SQL Server 7 was released, with a marketing campaign that the platform was auto-tuning and wouldn't require a DBA. My colleague asked me if I wanted to learn Cold Fusion and have a longer career. I declined and stuck with this SQL Server thing, which has seemed to work out pretty well over the years. I was reminded of this when I saw a "Death of the DBA Again" post, this time from an Oracle DBA. There are plenty of links in there from Larry Ellison and Oracle about how some version of Oracle won't require a DBA. I've seen questions on Reddit (and elsewhere ) about this topic where people seem to think DBAs can be replaced. Or maybe they want them replaced. Read the rest of The DBA is Dead; Long Live the DBA
Looks like it's that time of the year again, to face the impending death of the DBA role! Or... Is it? Guy and Eitan discuss the topic and raise several interesting points you should listen to. Relevant links: sqlfingers.com: Death of the DBA (Again) (Reddit thread)
Many collision shop owners think growth comes from doing more themselves. But when your days are filled with decisions, emails, and operational noise, the work that truly drives progress gets crowded out, limiting both growth and freedom.In this episode, Matt DiFrancesco introduces a simple shift: stop asking how and start asking who. Drawing from Who Not How, he explains how focusing on your unique genius and delegating the rest removes the owner as the bottleneck. Through his personal experience, Matt shows how putting the right people in the right roles creates clarity, capacity, and sustainable growth.Matt also talks about:(00:57) Why asking “how” keeps shop owners stuck in the weeds(01:50) Tracking your time reveals what should be delegated or replaced(05:13) Your unique genius should drive the business, not daily tasks(06:11) Hiring an assistant frees you to focus on higher-value work(07:29) Why administrative help is a growth move, not an expense(08:53) Putting the right people in the right seats drives real revenue growth(10:29) Focusing on “who” instead of “how” removes you as the bottleneckConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission
Thank you Richard Hogan, MD, PhD(2), DBA, Don't Stop Me Now - TLawrence, Cheryl Elkins
Thank you Richard Hogan, MD, PhD(2), DBA, Katharine Hill, Sheila McMullen, Anne Collins, and many others for tuning into my live video! * Rubio Condemns Iran—But Describes Trump's America Instead: Rubio meant to attack Iran but instead revealed how America increasingly resembles the regimes it condemns. [More]* ‘Thug' Marco Rubio Tells Senate How US Plans to Keep Stealing Venezuelan Oil: “Rubio's danger… To hear more, visit egberto.substack.com
Thank you Michael Catlett, Steven Rosenzweig, Lynette, DavidPageYea, Richard Hogan, MD, PhD(2), DBA, and many others for tuning into my live video!* A Surgeon Explains Why U.S. Healthcare Is Failing Patients, Doctors, and Taxpayers: A leading surgeon, Dr. Eric Lullove, explains how insurers, Medicare Advantage, and deregulation created America's healthcare catastrophe—and why universal care is the solution. [Mo… To hear more, visit egberto.substack.com
Our latest episode brings focus to the Bradford DBA (Doctor of Business Administration) as host Prof. David Spicer is joined by our new DBA Director, Dr Kuttimani Tamilmani, and DBA Graduates Dr Salman Dawood Abdulla and Dr Olusike Bamisebi.Conversation focuses on our DBA programme at the University of Bradford. Dr Kuttimani Tamilmani brings focus to his perspectives as DBA Director and what his goals for the programme are in his new role including exploring future developments to make the programme more accessible.Our graduates bring their experiences on the programme from when they first considered completing a DBA through to the impact it has had personally and professionally since graduation. Learn about the importance of understanding why you want to complete a DBA and what you wish to achieve alongside the role of resilience and passion.Dr Salman Dawood Abdulla is a veteran industrial leader with over 40 years experience across operations, sustainability, and business transformation in the aluminium industry. He has spent over a decade in senior executive roles and holds both an MBA and DBA from the University of Bradford, where his research examined the impact of leadership on safety performance in safety-critical organisations.Dr Olusike Bamisebi is a seasoned business leader and entrepreneur holding experience in power, fintech and technology amongst other sectors. Across her senior finance and business roles she has led business turnarounds, strengthened governance and financial controls and raised debt financing. Her DBA from the University of Bradford examined the role of technology based incubators as policy instruments to advance firm effectiveness in emerging economies for Sustainable Development.Dr Kuttimani Tamilmani is Director of the DBA Programme at the University of Bradford. His research aligns with his role as Associate Professor in Marketing with interests in social media and online consumer behaviour. He held positions in banking and financial services in the Middle East and India before becoming a founding member of award-winning educational start-up flintobox.com. He also currently services as an academic advisor to EdTech startup PhDScanner.com which curates and promotes global PhD opportunities.Guests: Dr Kuttimani Tamilmani, Dr Salman Dawood Abdulla and Dr Olusike BamisebiOrganisation: University of Bradford & DBA Graduates
Many business owners believe staying busy in the day-to-day is the best way to grow their company. But when all your time is spent working in the business, strategic thinking and renewal are often the first things to disappear, quietly limiting long-term growth and value.In this episode, Matt Di Francesco breaks down the three types of time every owner must intentionally manage: tactical time, strategic time, and renewal time. Through personal experiences and real-world success stories, Matt shows how creating space for renewal allows leaders to think bigger, innovate, and build a business that works without depending on them every day.Matt also talks about:(01:04) Why most owners spend too much time putting out fires(03:37) How stepping away helps your mind solve business problems(04:44) Why bigger businesses need more time to reset and think(06:44) How taking a break helps you think bigger and grow faster(08:25) Why a business that runs without you means real ownershipConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission
I've had the fortunate, or maybe unfortunate, experience of being thrown into a few jobs with no training. At a couple of my bartending jobs, I had to start working without any training, calling over someone to help run the ordering machine while I made and served drinks. I managed to slowly learn how things worked throughout that first shift, so I was ready to work on my own the second night. I had a similar experience at a tech job, starting as the lead DBA/IT Manager in a crisis, having to try and solve problems after ask others how things were supposed to work. I ended up fixing a bit of code, adjusting networking, and directing others on my first day. When we have a crisis, we often learn a lot from the situation. I've been through crashed upgrades, virus breakouts, hardware failures, and more in my career. While each was stressful and often not enjoyable, I learned a lot each time and came through the incident a more capable developer/DBA/whatever. When we work through a tough time, we are often better equipped for the next time something goes wrong. Read the rest of Learning From Breakage
EPISODE 12 “The Business of Branding, Banned Words, and Burst Water Heaters”In this week's episode Dr. Ashley Joves, Dr. Toni Torres, and Collin dive deep into the "messy middle" of the startup journey—moving from the dry world of legal paperwork into the high-stakes world of branding and insurance.If you've ever felt overwhelmed by the "invisible" work of being an owner, this episode is a must-listen. Toni and Ashley pull back the curtain on the mistakes that cost six figures and the aggressive credit strategies you need to secure a massive cash runway before your loan even hits the bank.What You'll Hear in This Episode: 08:15 – The Paperwork Foundation: PLLC vs. DBA • Why Toni filed for a PLLC • The crucial step of filing a DBA so the bank can actually accept your checks • Why your legal name and your brand name don't have to be the same16:40 – Credit Card Hacks: Why you should ask for an $80k limit • Toni's advice on overestimated monthly spend to avoid a cash flow crunch • Ashley's "ego bruise": The $100 credit limit increase story 25:30 – The Soul of the Brand: Working with Studio 8E8 • Moving away from the "toothbrush and tooth" logo for a boutique aesthetic 34:15 – Trademark Wars: The $$$$ mistake • Ashley's horror story of a LegalZoom • Why you have to "defend your mark" once you own it45:10 – Insurance & Scheduling Hacks • The "Banned Words List" • How Bloom Dental Co. handles no-shows with the "Final Attempt" text 55:00 – What saved Toni's life this week? • Winning the insurance appeal and finally finishing that Nevada State Board inspectionToni is hitting a technical wall with Open Dental and needs the community's help! Since Bloom Dental Co. takes so many prepayments, her 'unearned income' reports are showing a negative value for the month once the procedures are completed.The Question: If you take prepayments, is this normal? Are you seeing negative values on your aging reports, or is there a 'secret click' in Open Dental to post these prepayments more cleanly? If you're an OD PRO, let us know!Connect with Toni: Instagram: @the.joyful.dentist • @bloomdental.coConnect with Ashley: Instagram: @ashleyjovesddsThis episode is made possible by: Studio 8E8 — Dentistry's story-driven growth agency for startups. Learn more at https://s8e8.com/vsl Net 32 — The online marketplace to compare brands and prices so you never overpay. Check them out at net32.com/themakingofSupport the showFind Out More Thank you for listening to The Making Of podcast. If you enjoyed it, please share with anyone you think will gain value from the show by clicking on one of the sharing tabs above. SUBSCRIBE to our NEWSLETTER HERE Also, please consider leaving an honest review on iTunes. It helps other listeners find the show, and I would be forever grateful.Questions or comments? Feel free to contact us at - themakingofadental@gmail.comFollow us on Instagram or Facebook and improve your dental practice every day!Have you subscribed? Don't miss a single episode!
Thank you Richard Hogan, MD, PhD(2), DBA, Chardonai, Marg KJ, Jane B In NC
Dr. John Prudhont (Dr. J.) is a seasoned financial executive, business broker, and educator with more than 40 years of experience across financial services, real estate, and mergers and acquisitions. Raised in East Los Angeles by middle-class parents, Dr. J. built his career from the ground up, holding leadership roles with major institutions including Norwest Mortgage, Lomas Mortgage USA, and 1st Nationwide Bank. He is the co-founder of multiple real estate, finance, and M&A firms and currently leads The Business Brokers Inc. in California and Nevada, advising main street to middle-market companies on exits, valuations, deal structure, and negotiations. And he currently serves Head of Strategic Alliances at Credit Suite Inc. Dr. J. also served as Treasurer of Nye County, Nevada, where he managed and grew a $130M+ public investment portfolio. An accomplished academic, he has taught economics and management at the university level. He holds a DBA in Financial Management, an MBA in Finance, and multiple real estate and business broker licenses. Dr. J. lives in Las Vegas with his wife and business partner, Eileen, and their family. During the show we discuss: What continues to draw Dr. J. back to financial services and his passion for business credit education The role business credit plays in helping companies qualify for cards, loans, and growth capital Why business credit still carries risk—and how to structure businesses properly to protect assets Common misconceptions about debt and why strategic leverage can accelerate business growth Overlooked structural elements that determine financing approval, limits, and terms Funding options many borrowers qualify for even when they believe they don't Where entrepreneurs can learn to properly set up business credit and access financing with confidence Resources: www.creditsuite.com/blueprint
Thank you Richard Hogan, MD, PhD(2), DBA, Marg KJ, Gayla Kunis, dayle, M Hope, and many others for tuning into my live video! Join me for my next live video in the app.* Warren Warns Democrats Against Letting Billionaires Dictate Their Economic Agenda: “If Democrats want to win elections, they need to read the room—or I should say, they need to read literally any room anywhere in America that isn't filled with bi… To hear more, visit egberto.substack.com
Calibration has quickly shifted from a “nice to have” to a critical safety requirement in today's collision industry, but many shop owners still underestimate what it truly demands. How much space does it really take? What are the real costs? And where does liability begin and end?In this episode, Matt Di Francesco sits down with Frank Phillips, a 35-year collision industry veteran with experience at Caliber, Rivian, and ADAS-focused operations, to break down the realities of ADAS calibration. Frank explains why calibration is as much a business decision as it is a technical one, sharing real-world examples of space requirements, production efficiency, and equipment investment. Matt and Frank also talk about:(04:13) Why increasing business value is a long-term process, not a short-term decision(05:06) How documenting SOPs ahead of time protects value in any transition(06:43) Why exit planning becomes emotional and requires a true leap of faith(09:43) How acting as a trusted partner helps owners gain confidence in their transition(11:00) Why helping owners grow value over time is the most rewarding part of the workConnect With Frank PhillipsLinkedIn: https://www.linkedin.com/in/frank-phillips-17b33341/Email: frank.phillips72@gmail.comConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Frank Phillips brings more than three decades of experience in the automotive collision industry, shaped by years of working alongside some of the most respected organizations and professionals in the field. His career has given him a deep understanding of how the industry has evolved, from traditional repair methods to today's highly technical, safety-driven environment.At this stage of his career, Frank is dedicated to helping others navigate that complexity. He is passionate about education, accountability, and raising awareness around the responsibilities that come with modern vehicle repair. By mentoring shop owners and technicians and advocating for higher standards, Frank aims to strengthen the credibility of the collision industry and support those who will carry it forward in an increasingly advanced and demanding landscape.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
Neste episódio, Luan Moreno compartilha sua trajetória na área de dados, desde suas origens como DBA até sua ascensão como Lead Data Engineer. Ele discute a importância da formação, certificações e a transição para a engenharia de dados, além de compartilhar experiências interessantes em sua carreira, como o trabalho no lançamento do GTA V. Luan também enfatiza a relevância da comunidade e do networking, bem como a necessidade de soft skills, como comunicação, no ambiente de trabalho. Ele apresenta sua metodologia de aprendizado, o método GEAR, que combina teoria e prática, e reflete sobre a pressão e o estresse no trabalho, destacando a importância de ter suporte e mentores.A comunidade é essencial para o crescimento profissional.A formação acadêmica é uma das várias formas de alcançar o sucesso.A pressão inicial na carreira pode moldar a forma como lidaremos com os desafios futuros.A comunicação é uma habilidade crucial no mercado de trabalho.A metodologia GEAR combina teoria e prática para um aprendizado eficaz.A constância no estudo é fundamental para o sucesso.Mentores podem acelerar o aprendizado e a carreira.Projetos solicitados são oportunidades de aprendizado.Networking é vital para oportunidades de carreira.A velocidade das mudanças tecnológicas exige adaptação constante. Luan Moreno = https://www.linkedin.com/in/luanmoreno/
Brian Skrobonja closes out the year with a milestone episode that marks the final episode of 2025 and the conclusion of this version of the show. He shares the gratitude he feels for the listeners who have supported the mission, the team whose work brought each idea to life, and the recognition the podcast received from Forbes as one of the top shows by financial advisors. Tune in to hear Brian reflect on why he started this podcast, how the mission has been accomplished, and why this moment isn't an ending but the beginning of a bigger vision that will unfold in 2026. He also shares the three core truths that can reshape your financial future if you're ready to take them to heart and take action. Brian reveals that today's episode is a meaningful milestone. It closes out the year and marks the end of this version of the show. He takes a moment to thank the listeners, the production team, and Forbes for recognizing the podcast among the top in the industry. He reflects on why he started the podcast in the first place: To cut through the constant misinformation about money and share the strategies his team uses to help people achieve real financial results. Looking back, he believes that mission has been accomplished. Brian makes it clear that this is not an ending but a transition into something bigger. He shares that a complete rebrand and new platform will be announced in 2026, designed to serve listeners at a much higher level. Before signing off, he leaves the audience with three core truths that can transform their financial future. Truth #1: Not all financial advisors are the same. Some sell products, while others build full plans that protect your assets and future. Learn how to spot the difference so your plan always comes first. Truth #2: Chasing interest rates won't make you wealthy. True financial success is about outcomes, not chasing quick wins. When your plan dictates the strategy, your money finally works for your life. Truth #3: Stop procrastinating. According to Brian, waiting for the perfect moment or strategy only delays your security and peace of mind. Taking action now, even imperfectly, moves you toward real results and freedom. Brian explains how a real financial plan protects more than your investments. It covers taxes, estate planning, long-term care, Social Security timing, and income planning. With a holistic plan, you stop guessing and start living with security and clarity. Learn why a plan comes before products. Products like stocks or insurance aren't your strategy, they are tools your plan uses to achieve your goals. When you focus on planning first, every financial move has purpose and impact. Brian reveals how to choose the right financial advisor. Look for someone who brings tax, legal, and comprehensive planning expertise to the table. The right advisor helps you use your money to build the life you want. For Brian, the secret to building wealth is taking imperfect action. Waiting for the perfect strategy or market conditions rarely works. Brian shows how moving forward, even with small steps, creates momentum and confidence. Brian explains why financial clarity beats short-term gains. Rates of return and interest are important, but they don't define success. Outcomes, security, and a plan that fits your life always win in the long term. Even as this podcast chapter closes, bigger opportunities and tools are coming to serve you at a higher level. Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube Common Sense Financial Podcast on Spotify Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC. ---- Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Skrobonja Wealth Management has no ownership interest, compensation arrangement, revenue-sharing agreement, or other economic relationship with Veta Investment Partners. We may allocate a portion of a client's portfolio to strategies managed by Veta Investment Partners when we determine that the allocation is appropriate for the client's objectives, risk tolerance, and overall portfolio design. Our selection of Veta's strategies is based solely on the merits of the investment and the needs of the client, and not on any financial relationship between our firms.
Most of you reading this are likely technology professionals of some sort. You might be a software developer in C# or a DBA or a manager of those teams. Maybe you're an analyst working with data and reporting. You have made this a career choice and (hopefully) are growing and learning more about your craft. I also expect that you want to continue working in the area you are now, or maybe want to move into a related area. Maybe a report writer wants to move into more warehousing/lake housing. Maybe a DBA wants to be a Reliability Engineer. You have a career and you're working in that area. Read the rest of The Side Job
Thank you Joe Walker, Laura
In this episode I'm going to do something a little different. As we wind down for the year, we're going to be running some of our favorites from 2025 until the new year begins.Let's take a look back at some of the overall themes discussed and point out a few highlights for me. I won't be able to highlight everything of course but I found 5 themes really interesting. And, I won't lie - I had a little help from AI in doing this. But that's also kind of the point. We have all been using AI to do things to make our work easier, and I thought that poring through 150+ episodes recorded over 12 months is a perfect thing to have AI help me with. About Greg Kihlström Greg Kihlström is a best-selling author, speaker, and entrepreneur, and serves as an advisor and consultant to top companies on marketing technology, marketing operations, and digital transformation initiatives. He has worked with some of the world's top brands, including Adidas, Coca-Cola, FedEx, HP, Marriott, Nationwide Insurance, Victoria's Secret, and Toyota. He is a multiple-time Co-Founder and C-level leader, leading his digital experience agency to be acquired in 2017, successfully exited an HR technology platform provider he co-founded in 2020, and led a SaaS startup to be acquired by a leading edge computing company in 2021. He currently advises and sits on the Board of a marketing technology startup.In addition to his experience as an entrepreneur and leader, he earned his MBA, is currently a doctoral candidate for a DBA in Business Intelligence, and teaches several courses and workshops as a member of the School of Marketing Faculty at the Association of National Advertisers. He has served on the Virginia Tech Pamplin College of Business Marketing Mentorship Advisory Board, the University of Richmond's CX Advisory Board, and was the founding Chair of the American Advertising Federation's National Innovation Committee. Greg is Lean Six Sigma Black Belt certified, is an Agile Certified Coach (ICP-ACC), and holds a certification in Business Agility (ICP-BAF). Greg Kihlström on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Resources The Agile Brand Podcast: https://www.gregkihlstrom.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Exit planning is often talked about in terms of numbers, valuation, and deal structure, but what happens when the real work starts with people, emotions, and a clear sense of what comes next?In this episode, Matt Di Francesco sits down with Hannah Chalker, a Certified Exit Planning Advisor and Certified Growth Value Advisor, to explore what truly drives successful business transitions. Hannah shares how her journey into the Exit Planning space began, why the discovery process is the foundation of every strong plan, and how she learned to see transition planning as both a strategic and deeply human process.Matt and Hannah also talk about:(04:13) Why increasing business value is a long-term process, not a short-term decision(05:06) How documenting SOPs ahead of time protects value in any transition(06:43) Why exit planning becomes emotional and requires a true leap of faith(09:43) How acting as a trusted partner helps owners gain confidence in their transition(11:00) Why helping owners grow value over time is the most rewarding part of the workConnect With Hannah ChalkerLinkedIn; https://www.linkedin.com/in/hannah-chalker/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Hannah Chalker helps business owners build stronger, more valuable companies through strategic financial and exit planning. As Director of Business Development and an Exit Planning Advisor at HighLift Financial, she works alongside Matt DiFrancesco to guide owners through value growth, transition planning, and long-term decision making. A Certified Exit Planning Advisor (CEPA) and Certified Value Growth Advisor (CVGA), Hannah brings clarity, structure, and a steady hand to every stage of the journey, helping owners protect their legacy and confidently plan what comes next.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
Thank you Marg KJ, Richard C Brown, Jane B In NC
As lawn care and landscaping companies grow, many owners wonder whether they should create a separate DBA for new services or keep everything under one name. In this episode, Adam breaks down the real pros and cons of both approaches—brand clarity, marketing dollars, SEO impact, customer perception, and long-term scalability. If you're thinking about adding services like hardscaping, snow removal, holiday lights, junk removal, or pressure washing, this episode will help you understand what strengthens your marketing—and what silently works against you. Important Links: https://www.brandedbull.com/ https://www.instagram.com/brandedbull/ https://www.facebook.com/brandedbullinc https://www.lawntrepreneuracademy.com/
In this episode, you'll discover the hidden costs of running an interior design business, the quiet money leaks, emotional spending habits, and overlooked subscriptions that slowly chip away at your profit. Instead of tightening everything to the point of restriction, we walk through how to make more intentional, aligned investments so your business feels lighter, more transparent, and far more sustainable. If you've been wondering where your profit is going, or why your business feels more expensive than it should, this episode shows you exactly where to look and how to take back control. In this episode, you'll hear: (02:18) Why "looking the part" doesn't require overspending (05:40) How to audit your wardrobe, branding, and personal presentation with intention (10:12) The silent profit leaks hiding in your tech stack and tools (14:55) When memberships and associations help, and when they're just noise (19:43) The difference between appearances and aligned investment If you're ready to understand the true story your numbers are telling, and build a business that supports your life, book your confidential Design Business Assessment at melissagalt.com/DBA or DM me "DBA" and I'll send the link. You've got this: I've got you always! Connect with Melissa Website Instagram
Neste episódio especial Arthur Marchetto e Cecilia Garcia Marcon se reúnem para compartilhar as leituras do próximo ano. Eles compartilham alguns títulos que desejam ler em 2026… mas também o momento mais aguardado!! A apresentação oficial da seleção de livros que comporão o Clube de Leitura 30:MIN de 2026!Então, aperta o play e conta pra gente: o que vocês vão ler em 2026?---Livros citadosLavínia, de Ursula K. Le Guin (ed. Morro Branco, trad. Helena Coutinho)Sobre o cálculo do volume, de Solvej Baelle (ed. Todavia, trad. Guilherme da Silva Braga)Raul Seixas: Não diga que a canção está perdida, de Jotabê Medeiros (ed. Todavia)Alerta Vermelho, Condição Artificial & Protocolo Rebelde (série Diário do robô-assassino), de Martha Wells (ed. Aleph, trad. Laura Pohl)Tress, a garota do Mar Esmeralda, de Brandon Sanderson (ed. Trama, trad. Pedro Ribeiro)Contos Completos & O lugar sem limites, de José Donoso (ed. Mundaréu, trad. Bruno Colbachini Mattos/Lucas Lazzaretti)---Clube do Livro 30:MIN 2026Janeiro - Meu ano de descanso e relaxamento, de Ottessa Moshfegh (ed. Todavia, trad. Juliana Cunha)Fevereiro - Kitchen, de Banana Yoshimoto (ed. Estação Liberdade, trad. Lica Hashimoto, Fabio Saldanha & Lui Navarro)Março - Berg, de Ann Quinn (ed. DBA, trad. Gisele Eberspächer)Abril - Os pescadores, de Chigozie Obioma (ed. Globo Livros, trad. Claudio Carina)Maio - Feito Bestas, de Violaine Bérot (ed. Mundaréu, trad. Letícia Mei)Junho - Erva brava, de Paulliny Tort (ed. Fósforo)Julho - Te dei os olhos e olhaste as trevas, de Irene Solà (ed. Mundaréu, trad. Luis Reyes Gil)Agosto - Kim Jiyoung, nascida em 1982, de Cho Nam-Joo (ed. Intrínseca, trad. Alessandra Esteche)Setembro - Carva viva, de Ana Rüsche (ed. Rocco)Outubro - República luminosa, de Andrés Barba (ed. Todavia, trad. Antonio Xerxenesky)Novembro - Memórias do cacique, de Raoni Metyktire (ed. Cia. das Letras)Dezembro - Porrada, de Rita Bullwinkel (ed. Todavia, trad. Marcela Lanius)---LinksApoie o 30:MINSiga a gente nas redesJá apoia? Acesse suas recompensasConfira todos os títulos do clube!
After decades of growing Peters Body Shop into a trusted name in Fort Wayne's collision repair community, Andy Peters found himself at a crossroads when his long-time advisors retired and friends began asking when he would finally slow down.In this episode, Matt DiFrancesco talks with Andy about the moment he realized he needed a transition plan, his early consideration of selling to a big box buyer, and why he ultimately chose a succession path that protected both his people and the legacy he built. Andy shares how he found Matt, how bringing his production manager into the process reshaped his future, and how understanding taxes, valuation, and continuity guided every decision.Matt and Andy also talk about:(01:59) How losing his long-time advisors pushed Andy to finally plan his future.(04:59) Why a big box offer became the wake-up call that changed his direction(06:53) How exploring ESOPs and internal transfers helped clarify his ideal transition(11:34) Why investing in his production manager became the foundation of his succession plan(14:47) How Google reviews reshaped his customer experience strategy(16:07) Why mastering valuation, taxes, and continuity made his exit plan workIf Andy's story hits home and you want to explore your own path forward, you can schedule a call with Matt at https://highliftfinancial.com/. He offers a complimentary 30 minute conversation to understand your current situation, your long term vision, and whether working together makes sense. And even if it isn't the right fit, Matt will make sure you're guided toward the best next steps for your transition.Connect With Andy PetersLinkedIn; https://www.linkedin.com/in/andy-peters-9ba30117/Website: https://petersbodyshop.com/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Andy Peters is the owner of Peters Body Shop in Fort Wayne, Indiana, a collision repair business he has built and led for more than 46 years. Known for his commitment to craftsmanship, a strong family atmosphere, and developing the next generation of leaders, Andy has created a shop culture rooted in integrity and continuous improvement. As he transitions into the next chapter of his life and business, Andy remains focused on preserving the legacy he built and empowering his team to carry it forward.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
In this episode, you'll discover what really happens when your creative spark starts to fade, and how to bring it back with intention. Instead of pushing through burnout or hoping inspiration magically returns, you'll learn the simple, practical rituals that help me (and the designers I coach) reconnect to our senses, revive our imagination, and protect the creative energy our work depends on. If your creativity has felt muted or stretched thin, this episode offers a clear path back to feeling inspired again. In this episode, you'll hear: (01:44) What creative burnout really looks like for designers (04:10) How to build a morning ritual that sparks inspiration (08:27) The boundaries that protect your creative energy (12:52) Sensory practices that reconnect you to imagination (18:36) Why seasonal creative retreats transform your design vision If you're ready to build a business that supports your creativity, book your confidential Design Business Assessment at melissagalt.com/DBA or DM me "DBA" and I'll send the link. You've got this: I've got you always! Connect with Melissa Website Instagram
Do money talks make your family squirm more than politics? In this Thanksgiving mailbag, Blake and David dig into a Bankrate survey on taboo money chats, the grim 2026 grad job market, and the maze of CPA experience sign-offs after NASBA's program vanished. You'll hear practical career advice (big firm vs. small, starting bookkeeping), what AI can and can't do for accountants today, plus news on audit partners' outlook and tariff shifts hitting grocery bills.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:14) - Listener Mailbag: Top Messages of the Year (02:05) - Thanksgiving Dinner Conversations: Money vs. Politics (06:11) - Listener Questions: CPA Licensing Challenges (12:07) - NASBA Data Issues and CPA Exam Pass Rates (13:24) - Economic Optimism Among Audit Partners (17:22) - Political News: Tariff Rollbacks (19:03) - Career Advice for Accounting Students (26:47) - AI's Impact on Accounting Careers (27:34) - AI's Current Capabilities and Limitations (31:10) - Future of AI in Accounting (34:49) - Challenges in Accounting Education (40:51) - Listener Mail and Feedback (46:23) - Accounting News and Stories Show NotesCompanies Predict 2026 Will Be the Worst College Grad Job Market in Five Years https://www.wsj.com/lifestyle/careers/2026-graduates-job-market-7928bcd7 Survey: Americans would rather discuss politics or religion than what's in their bank accounts https://www.bankrate.com/banking/financial-taboos-survey/ Audit partners feel more optimistic about economy https://www.accountingtoday.com/news/audit-partners-feel-more-optimistic-about-economy Trump lowers tariffs on coffee, beef and fruits, as Americans' concerns about affordability grow https://www.cnn.com/2025/11/14/economy/lower-tariffs-coffee-beef-bananas-produce Georgia Accountant Arrested After Allegedly Tearing Down Trump Sign, Shooting at North Carolina Man's Househttps://www.cpapracticeadvisor.com/2025/10/24/georgia-accountant-arrested-after-allegedly-tearing-down-trump-sign-shooting-at-north-carolina-mans-house/171649/ Measuring AI Ability to Complete Long Tasks https://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
I sat down with Jaime who is a DBA graduate, mom, and fellow bird mama to talk about her wild journey from selling $400 mini brands to booking $8,000+ clients.We dive into:How she walked away from her 9-5 with zero safety netThe moment she decided to go all-in on her design businessWhat changed in her mindset + process that allowed her to book premium clientsHow she's currently filling her calendar with dream projects (without burning out or posting every day)Jaime's story is the perfect reminder that waiting for the “right time” keeps you stuck and investment creates momentum.If you've been trying to DIY your way to growth and wondering why you're still undercharging, exhausted, or feeling invisible online… this episode will feel like a permission slip and a wake-up call at the same time.Her transformation is the proof.Follow JaimeJoin Social Butterfly Club (Marketing Membership For Designers)The Brief Collective Design Biz AcademyUnlock Secret Podcast EpisodesShare Your Unapologetic OpinionPodcast InstagramYouTube
In this episode, Melissa takes you beyond the dashboards and metrics and into the heart of what makes your design business truly thrive — your creativity. You'll explore the often-overlooked power of right-brain leadership and how reconnecting with your imagination can be your secret weapon in a data-dominated world. Melissa shares insights on how intuition and emotion drive not just beautiful interiors, but exceptional business decisions and client transformations. This is your invitation to pause the analytics and remember why you started designing in the first place. You'll learn how to trust your instincts, innovate instead of imitate, and inspire your clients with vision and feeling — not just formulas. Melissa shows you how to blend the precision of data with the magic of creativity to build a business that's not just profitable, but deeply fulfilling. IN THIS EPISODE, YOU WILL HEAR: (01:08) Why design is a sensory experience, not a spreadsheet — and why that matters now more than ever (03:03) The cost of creative burnout from data obsession — and how one designer found her spark again (04:07) How to use your intuition as a powerful business decision-making tool (05:32) The role of imagination in leading clients into bold, transformative design choices (07:35) Why merging logic and creativity creates a business that's magnetic, original, and profitable (08:59) The difference between efficiency and excellence — and how imagination drives both Do you know exactly what's holding your firm back from those six- and seven-figure projects and the design fees and profit that go with them? Most interior design firm principals don't. That's why I invite you to schedule your complimentary Design Business Assessment, a confidential 1:1 with me on Zoom. It's the first high-impact step to diagnosing your bottlenecks—from pricing to process—and getting absolute clarity on the bold action required. Stop working harder, start working smarter. Book today at melissagalt.com/DBA. When you're ready to reveal your firm's growth opportunities and work with me to get there, let's go.
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
In this episode, you're going to discover how to harness the power of AI to create a "digital twin" — a smart, always-on brand ambassador that mirrors your tone, values, and voice. Rather than fearing technology, you're invited to design with it, intentionally shaping your AI to sound and look like you so it can consistently communicate your design genius even when you're off the clock. Melissa walks you through how to capture your unique brand DNA — from your tone and vocabulary to your values and visual identity — and teach it to AI tools like ChatGPT, Jasper, or Gemini. You'll learn how to build a core brand library, train your digital systems, and safeguard your brand integrity while leveraging automation for consistency, scalability, and profitability. If you've ever wished you could be in more than one place at once, this is your blueprint. IN THIS EPISODE, YOU WILL HEAR: (03:13) What a digital twin really is — and why your design brand needs one (05:29) How to define your brand tone, vocabulary, and values for AI use (08:06) The secret to identifying your brand DNA with your own content (09:59) What belongs in your core brand library to train your AI tools effectively (13:27) Automating without losing your voice — how to maintain soul in scale (17:29) Why regular audits of your AI-generated content are essential to brand integrity If you're ready to build your own digital twin — one that reflects your design genius, amplifies your brand voice, and runs while you rest — let's talk. Head to melissagalt.com/DBA and book your 1:1 confidential Zoom Design Business Assessment. Or DM me with DBA and we'll share a link. Because your best business partner might not be a person — it might be the smarter, faster, AI-powered version of you, that amplifies your talent to capture better clients, bigger projects and more profit. You've got this: I've got you always!
Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA's PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence' matters. They also break down the end of IRS Direct File, Intuit's TurboTax stores, the Supreme Court's skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/casBILL - http://accountingpodcast.promo/billChapters(00:00) - Welcome to The Accounting Podcast (01:16) - Viral Tweet and Personal Anecdotes (01:53) - Interview with Furloughed IRS Lawyer (05:45) - Government Shutdown Economic Impact (10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown (14:30) - IRS Leadership and Controversies (17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act (24:53) - Supreme Court Hearing on Tariffs (31:17) - Major Authority and the Power of the Purse (32:03) - AI Agents Falling for Scams (35:32) - NASBA's Private Equity Task Force White Paper (37:02) - Concerns Over Auditor Independence (49:10) - BDO and First Brands Scandal (01:02:35) - Wrap up and Final Thoughts Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
In this episode of the Build Your Success podcast, host Brian invites Ashley Gill, principal safety consultant at ERM and adjunct professor at Charlton State, to share her journey into the safety profession. Ashley discusses her unexpected path from business graduate to safety expert, sparked by witnessing a serious workplace injury. She emphasizes the importance ofcontinual growth, mentorship, and community involvement, particularly through organizations like ASSP and WISE. Ashley also highlights her involvement in public speaking, research, and even roller derby, showcasing her multidimensional approach to life and work.Tune in to learn about leadership in safety, the value of continual education, and actionable insights for improving workplace safety. Guest Email: ashley.gill@erm.com Guest Social: Ashley Gill, DBA, CSP |LinkedInGuest Website: http://erm.comHost Email:brianb@buildcs.net Host LinkedIn: Brian Brogen, PMP
In this episode of Design Business Freedom, you're invited to reframe the AI conversation and lean into what makes you irreplaceable as an interior designer. Melissa explores how, in an increasingly automated industry, your real value lies in being profoundly human—tapping into empathy, intuition, and sensory design to create transformation, not just transactions. This episode is a call to deepen your client connections and showcase your unique touch in ways AI can never replicate. Melissa walks you through the three core areas where the human advantage shines: design discovery, design delivery, and client experience. From reading body language on Zoom to curating sensory design reveals and hosting unforgettable completion celebrations, you'll learn how to make clients feel truly seen, valued, and celebrated. This is how you set yourself apart in a sea of sameness and attract the luxury clients who crave personal connection and presence. IN THIS EPISODE, YOU WILL HEAR: (02:14) Why AI can replicate images, but not the emotion or transformation behind your designs (03:35) The three stages of your business where your human advantage matters most (04:41) How emotional intelligence turns your discovery calls into loyalty-building conversations (05:51) Elevating your design delivery through sensory experiences clients will never forget (09:03) The power of completion celebrations and how they drive referrals and client advocacy (12:06) Where to draw the line between automation and personalization for a high-touch, high-profit business SUPPORTING RESOURCES: Do you know exactly what's holding your firm back from those six- and seven-figure projects and the design fees and profit that go with them? Most interior design firm principals don't. That's why I invite you to schedule your complimentary Design Business Assessment, a confidential 1:1 with me on Zoom. It's the first high-impact step to diagnosing your bottlenecks—from pricing to process—and getting absolute clarity on the bold action required. Stop working harder, start working smarter. Take the assessment today at melissagalt.com/DBA. When you're ready to reveal your firm's growth opportunities and work with me to get there, let's go.
Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
What happens when two powerful women—one a psychologist devoted to leadership transformation and the other a CEO who grew up in a family-run business—join forces to rethink what it means to lead? They discover the "Sixth Level" of Leadership! On this episode of On the Brink, Stacy Feiner, PsyD and Rachel Wallis Andreasson, MBA invite us to imagine leadership not as a position of power, but as a practice rooted in purpose, connection and care. The Birth of the Sixth Level Stacy Feiner, a high-performance psychologist and coach, has long focused on helping family and mid-market companies unlock the emotional dynamics that drive sustainable success. Her fascination with human potential began early—her mother introduced her to the groundbreaking Self-in-Relation theory at Wellesley's Stone Center, which challenged male-centered models of psychology and placed women's experiences at the center of understanding human behavior. From that foundation grew The Sixth Level: Capitalize on the Power of Women's Psychology for Sustainable Leadership, co-authored with Rachel Wallis Andreasson, Kathy Overbeke, DBA, and Jack Harris, PhD. The book expands on the belief that women's relational intelligence—empathy, collaboration, and the ethic of care—is not a deviation from leadership excellence but its evolution. From Gas Station to $2 Billion Company Rachel Wallis Andreasson's story grounds those ideas in lived experience. The daughter of a gas-station owner on Route 66, she watched her father grow one small shop into a company now approaching $2 billion in annual sales. He modeled three values that remain central to her leadership: a strong work ethic, genuine care for people, and shared ownership through open communication. "When my dad walked into one of our stores," she recalls, "he didn't just check the numbers—he asked employees for their opinions. And then he used their ideas." Rachel worked for her family business for 24 years, rising to CEO and overseeing more than 1,100 employees. She is most proud of the cultural integration of the largest and most strategic acquisition of the company's history. Rachel builds cultures where people feel seen, heard, and trusted. Her philosophy mirrors her father's wisdom—lead by example, connect with authenticity, and invite others to own the company's success. The Four Core Differentiators of Sixth-Level Leadership At the heart of The Sixth Level are four principles that originate in women's social-psychology and form the basis of transformational leadership: Mutuality — Two-way empathy and shared purpose that align people behind a common vision. Ingenuity — Creative problem-solving that benefits the collective, not just the individual. Justness — Inclusion, accountability and equity built on transparency and trust. Intrinsic Motivation — Leading from within, not for external reward or authority. These are not soft skills—they are strategic capabilities that strengthen performance, retention, and resilience. "Accountability," Feiner explains, "doesn't start at the end of a project. It begins at the beginning, as a promise we make to each other to achieve success together." A Story of Transformation One of the book's most vivid case studies features Lisa, president of a rural Missouri hospital. Stepping into her role during the height of COVID-19, she found a demoralized staff, fragmented teams, and exhausted caregivers. Instead of imposing control, Lisa began by listening. She conducted open "snack-cart sessions" with employees, asking questions, sharing food, and gathering stories. From those conversations came a rallying cry—One Heart, One Team. Lisa modeled the change she wanted to see, shadowing every department, empowering cross-functional collaboration, and celebrating ingenuity at every level. The results were astonishing: record financial performance, unprecedented patient-satisfaction scores, and a palpable sense of unity across the hospital. "Transformation," says Andreasson, "is tangible. When you walk into that hospital today, you feel the caring culture. You feel 'One Heart, One Team.' " Beyond Self-Awareness to Relational Awareness Feiner believes traditional leadership training—often built on male norms—emphasizes self-control and individual performance. The Sixth Level expands that frame to relational awareness: how leaders build trust, reciprocity, and shared accountability. "We've been taught that leadership is about dominance and hierarchy," she says. "But sustainable success comes from mutuality—the capacity to care for others while driving results. Everyone can learn it. It's a human capability." A Model for All Leaders Although the book is rooted in women's social-psychology, both authors stress it is not for women only. Men thrive in Sixth Level environments too. "Command-and-control cultures haven't served anyone," Feiner notes. "When we bring the full picture—empathetic and analytical thinking together—we create workplaces where everyone can flourish." Andreasson agrees: "Culture is the secret weapon. The Sixth Level isn't a theory—it's a roadmap for building engaged teams, inclusive organizations, and caring communities." Rethinking What Leadership Looks Like As I reflected at the end of the conversation, the Sixth Level calls us to re-imagine leadership "not as power, but as purpose, connection, and deep relational intelligence." It's an invitation for all leaders—men and women alike—to claim a model that validates empathy, communication, and community as powerful drivers of performance. Perhaps the truest measure of success is what both Feiner and Andreasson have modeled themselves: leading with heart, lifting others, and proving that when we care for people, performance naturally follows. Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success
What's crackalackin Note Nation! Scott Carson here, your main man in the note game, and I'm stoked to drop some serious truth bombs on ya'll in this episode! Are you tired of getting outbid on those tapes? Do you want the secrets to finding note sellers that the joker brokers want to hide from you? I'm about to give you the keys to the note seller kingdom! Forget the textbooks, we're diving deep into the real-world strategies that'll have you swimming in deals before you can say "cash flow!"In this week's episode, Scott Carson unveils the insider strategies for finding note sellers, cutting out the middlemen, and scoring exclusive deals. He dives into the trenches of county records and online sleuthing, transforming you from a note-bidding newbie to a deal-finding ninja.Key Highlights:County Records Hacks: Ever wondered what those dusty old county records are good for? Scott shares his personal hacks for mining county records, and getting information about who's selling notes in your area. This goes beyond theory - it's real-world espionage for the note investing world.From Banker to Note Buyer: Scott tells stories from his time as a Chase banker. The first trick involved new DBA searches, going door to door to new businesses and providing business checking account services. How does he use that today? Tune in to find outDigging Deeper Than Anyone Else: Learn why saving every tape is essential to see what tapes have changed hands.Find sellers of notes: Don't let those pesky brokers clog up the machine and clog up your ability to make money. Scott will walk you through exactly how to connect with the actual seller of notes.Outbid? So what?: Scott talks about finding who the buyer is if your bids are not accepted and following up.Another episode down, another mountain of knowledge gained! Scott Carson just dropped a bomb of note seller wisdom and you would be a fool to not take it. So listen up, stop bidding on crap, and take action now! Tune in next week for more of Scott's knowledge and be one step closer to becoming a note investing mogul!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestGet signed up for the Next Virtual Note Buying Workshop Now!
Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, accounting ranked 90th out of 100 best jobs, a film production accountant who embezzled $2 million for Vegas stays and sugar daddy payments, and the Supreme Court hearing arguments on whether Trump's tariffs amount to an illegal $3 trillion tax.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingChapters(00:00) - Welcome to the Accounting Podcast Live from Intuit Connect (01:16) - Top Story: BDO vs. Going Concern (05:02) - The Fraud Triangle and Independence in Accounting (08:21) - BDO's Response to Allegations (18:02) - Accountants Rank 90th Best Job in the US (19:38) - Stablecoins and Treasury Management (20:28) - Trump Pardons Binance Founder (24:29) - Positive Hiring Outlook in Accounting (25:41) - Impact of Trump's Tariffs (28:44) - Challenges for Small Businesses Due to Tariffs (32:46) - Workplace Friendships and Pay Cuts (34:35) - App News: Keeper Rebrands to Double (37:53) - AI Adoption in Accounting (45:25) - Fraud in Film Production Accounting (48:15) - Private Equity in Accounting Firms (50:49) - Conclusion and Upcoming Events Show NotesA Message from CEO Wayne Berson to BDO USA Professionals https://www.bdo.com/insights/press-releases/a-message-from-ceo-wayne-berson-to-bdo-usa-professionalsAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtAccountants Hold the 90th Best Job in U.S. News & World Report's 2025 Rankinghttps://www.cpapracticeadvisor.com/2025/10/27/accountants-hold-the-90th-best-job-in-u-s-news-world-reports-2025-ranking/171733/Accountant - Career Rankings, Salary, Reviews and Advice https://money.usnews.com/careers/best-jobs/accountantTrump pardons Binance founder Changpeng Zhao, aka "CZ" https://www.cnbc.com/2025/10/23/trump-pardons-binance-founder-cz-zhao.htmlThe Accounting Firm Weighing Private-Equity Ownership After Years of Ignoring Calls https://www.wsj.com/articles/the-accounting-firm-weighing-private-equity-ownership-after-years-of-ignoring-calls-8b7377fcCrowe Ponders PE Investment Amid Middle Market Firm Shake-Up https://news.bloombergtax.com/financial-accounting/crowe-ponders-pe-investment-amid-middle-market-firm-shake-upThe Disproportionate Effects of Declining Interest Within Different Accounting Fields: An Uneven Pipeline (CPA Journal)https://www.cpajournal.com/2025/10/22/the-disproportionate-effects-of-declining-interest-within-different-accounting-fieldsMovie Accountant Charged with Embezzling Nearly $2M From Indie Films https://www.cpapracticeadvisor.com/2025/08/12/movie-accountant-charged-with-embezzling-nearly-2m-from-indie-films/167240/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
What if a “stable” coin wasn't? Blake and David unpack Paxos's accidental minting of $300 trillion in PayPal USD—and what it reveals about stablecoin “pegs.” They also dig into proposals to weaponize IRS Criminal Investigations, NASBA's flawed CPA exam data, and small-business headaches from forced AI rollouts in QuickBooks. Plus: Ripple's treasury move, whether AI can run a $1M solo firm, and smart guardrails for using AI without breaking your books.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayBill.com - http://accountingpodcast.promo/billCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:12) - Celebrating Spreadsheet Day (04:40) - Remote Work and Flexibility in Accounting (05:50) - Live Stream Interaction (06:16) - Political Discussion: IRS Overhaul (18:12) - NASBA Data Issues (24:51) - AI in Accounting: QuickBooks and Docket (41:28) - Upcoming Events and Conferences (42:38) - Navigating Conferences: Tips and Challenges (43:16) - The Future of Earmark: Audio Books and Discounts (46:21) - Chicago Teachers Union Audit Controversy (48:52) - Stablecoins and Cryptocurrency Concerns (56:09) - AI and the Future of Accounting (57:32) - The Talent Shortage in Accounting (01:03:30) - The CPA Exam and the Future of the Profession (01:16:48) - Government Shutdown and Its Impact (01:18:48) - Closing Remarks and Listener Engagement Show NotesTrump Administration Plans IRS Overhaul to Target Left-Leaning Groups (Wall Street Journal) https://www.foxbusiness.com/politics/trump-admin-plans-irs-overhaul-probe-left-leaning-groups-more-easily-wsj-reportsNew CPA Success Index is DOA: NASBA's data behind the index no longer holds up https://www.accountingtoday.com/opinion/cpa-success-index-is-doa-nasbas-data-behind-the-index-no-longer-holds-upDocyt Launches Mission to Create the 'Million Dollar Accountant' https://www.cpapracticeadvisor.com/2025/10/15/docyt-launches-mission-to-create-the-million-dollar-accountant/170851/Ripple Acquires GTreasury for $1 Billion https://www.gtreasury.com/news/ripple-acquires-gtreasuryPaxos Accidentally Mints $300 Trillion 'Excess' PayPal Stablecoin https://www.pymnts.com/cryptocurrency/2025/paxos-accidentally-mints-300-trillion-excess-paypal-stablecoin/Dozens of Arkansas cities still without state funds over missing audits https://www.ktlo.com/2025/10/13/dozens-of-arkansas-cities-still-without-state-funds-over-missing-auditsChicago Teachers Union members sue union bosses over missing financial reports https://www.illinoispolicy.org/chicago-teachers-union-members-sue-union-bosses-over-missing-financial-reports/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte's AI ‘workslop' refund, shutdown-driven IRS and air travel woes, the IRS's new “CEO” and crypto ties, OpenAI's personal finance play, EY's audit rebound, BDO's ESOP squeeze, and crypto funds courting CPA clients.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingAssembly - http://accountingpodcast.promo/assemblyChapters(01:35) - Deloitte's AI Report Scandal (09:05) - Government Shutdown Impact on IRS and Air Travel (23:56) - AI in Accounting: Risks and Opportunities (34:49) - Competing with the Status Quo (35:38) - Pricing Bookkeeping Services (36:31) - Standardizing Services Based on Price (37:14) - Client Needs vs. Service Offerings (38:00) - The Monthly Close Obsession (40:01) - Broken Charts in Financial Reports (43:15) - Cracker Barrel Logo Controversy (47:08) - EY's Audit Quality Turnaround (49:53) - Crypto Investment Schemes (55:48) - BDO's Financial Struggles (01:00:34) - Conclusion and Announcements Show NotesDeloitte to partially refund Australia for report with apparent AI-generated errors https://abcnews.go.com/Technology/wireStory/deloitte-partially-refund-australian-government-report-apparent-ai-126281611Claude Exposed My Co-Founder's $2M Theft — AI Evidence Turned Into Lawsuit https://techbullion.com/claude-exposed-my-co-founders-2m-theft-ai-evidence-turned-into-lawsuit/New Research: 20% of Americans use AI tools 10X+/month, but growth is slowing and traditional search hasn't dippedhttps://sparktoro.com/blog/new-research-20-of-americans-use-ai-tools-10x-month-but-growth-is-slowing-and-traditional-search-hasnt-dipped/The Danger of Bad Charts https://www.cpajournal.com/2025/10/10/the-danger-of-bad-charts-2/Cracker Barrel's logo controversy was driven by bots https://www.nrn.com/casual-dining/cracker-barrel-s-logo-controversy-was-driven-by-bots-what-operators-should-learn-from-thisOur commitment to audit quality — Ernst & Young LLP's 2025 report https://www.ey.com/en_us/assurance/audit-quality-reportEY drops clients to improve audits after leading Big Four in deficiencies https://www.cfobrew.com/stories/2024/08/27/ey-drops-clients-to-improve-audits-after-leading-big-four-in-deficienciesOpenAI Buys Personal Finance App Roi https://www.pymnts.com/acquisitions/2025/openai-buys-personal-finance-app-roi/With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personalized-consumer-ai/BDO USA Expands Professional Services Capabilities Through HORNE https://www.bdo.com/insights/press-releases/bdo-usa-expands-professional-services-capabilities-through-horneAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe ...
Crypto investors love to throw around “FDV” as if it's the ultimate measure of value. But what if that number is more misleading than helpful? In this episode, DBA's Jon Charbonneau explains his proposal to cut Hyperliquid's supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back. We also cover whether the Hyperliquid team should take smaller allocations if they cut the token supply and what Jon thinks of Arthur Hayes' HYPE sale just weeks after saying the token would 10x. Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsor, Mantle! Guest: Jon Charbonneau, Co-founder and General Partner of DBA Links: Proposal to Reduce HYPE Total Supply by 45% by Jon Charbonneau, Co-founder of DBA Maelstrom post: HYPE's Damocles Sword Unchained: Nearly $12 Billion in HYPE Token Unlocks Loom Ahead: Maelstrom Timestamps: