Podcasts about ERP

CoreWeave CFO Nitin Agrawal joins Run the Numbers to unpack the finance engine behind one of the fastest-growing AI infrastructure companies on the planet. CJ and Nitin dive into what it takes to build financial discipline in an environment where business models are being invented in real time, discussing the company's 700% growth last year and massive first-quarter performance as a newly public company. They cover capex strategy, securitizing GPUs, managing billion-dollar revenue backlogs, and structuring incentives for hyperscale deals, all while keeping investors grounded and servers running at full tilt. If you want a front-row seat to finance in the AI arms race, this episode delivers.—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is the cloud financial management platform that replaces spreadsheets, eliminates manual work, and keeps your books audit-ready—so you can scale without slowing down. It combines accounting, ERP, and real-time reporting for retail, financial services, logistics, tech, professional services, and more. Sage Intacct delivers fast ROI, with payback in under six months and up to 250% return. Rated #1 in customer satisfaction for eight straight years. Visit Sage Intacct and take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—LINKS:Nitin on LinkedIn: https://www.linkedin.com/in/nitin-agrawal-cloudcfo/Company: https://www.coreweave.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Art and Science of a Day-One IPO Pop with OneStream Software CFO Bill Koefoedhttps://youtu.be/kYCn7XNkCBcFrom Facebook's Hypergrowth to Daffy's Disruption: A CFO's Playbook for Saying Yeshttps://youtu.be/bRIZ6oNPGD0—TIMESTAMPS:00:00:00 Preview and Intro00:02:54 Sponsors – Tipalti | Aleph | Fidelity Private Shares00:06:12 Interview Begins: Scaling CoreWeave00:06:52 CoreWeave's Pivot From Crypto to AI00:11:41 Why CoreWeave Is Uniquely Positioned to Lead AI Infrastructure00:13:32 Hiring for Both Scrappiness and Scale00:16:01 Post-IPO Whirlwind: Acquisitions, Debt Raises, and 10-Year Deals00:16:43 Sponsors – Sage Intacct | Mercury | RightRev00:20:13 Managing Investor Expectations With Radical Transparency00:22:39 Doubling Active Power in Six Months00:25:19 Risk-Balanced Capital Deployment: Power First, GPUs Second00:27:12 Financing GPUs With Delayed-Draw Facilities00:29:38 CoreWeave Rated Platinum for GPU Cluster Performance00:32:25 Compute as the Bottleneck for AI Growth00:33:47 Explaining Revenue Backlog Shape & Timing00:35:06 The Strength of Reserved Instance Contracts00:36:07 Giving Tight but Honest Guidance00:40:26 How Mega-Deals Require C-Suite Participation00:42:19 Tackling Revenue Concentration Through Diversification00:44:05 Building an AI-Only Cloud, Not a General-Purpose Cloud00:46:27 Capital Markets Muscle: Raising Billions at Speed00:47:47 Accounting Complexity in a Business With No Precedent00:49:33 Even the CFO Must Unlearn Old Cloud Assumptions00:51:29 Scaling Public-Company Processes in 90-Day Cycles00:54:42 The Couch Fire vs. House Fire Framework00:57:17 Balancing Risk Mitigation With Opportunity Seeking01:00:30 No Downtime for ERP Changes During Hypergrowth01:02:33 Why the Team Stays Energized Despite the Chaos#RunTheNumbersPodcast #CFOInsights #Hypergrowth #AIInfrastructure #FinanceStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Omar Choucair, the CFO of Trintech, to discuss the evolving role of the CFO, the importance of technology in finance, and the strategic value of FP&A teams. Omar shares insights on how AI is transforming financial operations, the need for technical skills in FP&A, and the shift in CFO responsibilities over the years.Omar Choucair brings over 25 years of experience in corporate finance, accounting, governance, and FP&A. His background spans private equity, public company software businesses, and M&A deals, having successfully navigated over 40 major transactions. With expertise in financial software solutions, he leads Trintech in helping businesses automate and streamline critical financial processes.Expect to Learn:The evolving responsibilities of CFOs and the strategic value they provide in today's organizationsHow AI and technology are revolutionizing finance and FP&A functionsThe critical role of FP&A in helping companies understand and act on dataWhy intellectual curiosity and technology expertise are essential for modern FP&A professionalsKey insights on hiring and developing top FP&A talentHere are a few quotes from the episode:“To be successful in FP&A, you have to be technically savvy. If you are afraid of technology, you will not do well in FP&A.” – Omar Choucair“The CFO is the voice of reason, objective under pressure, and the protector of the company and its employees.” – Omar ChoucairOmar discusses the increased pressure on CFOs, the growing reliance on AI tools like ChatGPT, and the importance of being inquisitive to drive better financial insights. He also touches on the importance of collaboration between FP&A and other departments to drive business success and better decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Omar:LinkedIn - https://www.linkedin.com/in/omar-choucair-cpa-80264815/Company - https://www.trintech.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] - Omar's Career Journey and Experience in Finance[04:41] - Defining Great FP&A and What It Looks Like in Practice[07:19] - The Role of Technology in Modern FP&A[11:40] - Leveraging AI to Drive Efficiency in Finance[14:04] - The Key to Unlocking FP&A Success[26:21] - Best Practices for Building and Leading an FP&A Team[33:13] - Integrating Business Intelligence into FP&A Workflows[38:55] - Managing the Budgeting Process and Alignment with ELT[44:27] - Key Skills for Future FP&A Leaders and Career...

Send us a textManufacturing ERP systems may appear similar on the surface, but their differences become stark once you look underneath—especially for industries where precision, engineering complexity, and compliance cannot be compromised. While many vendors promote similar modules, only specialized ERPs are architected to handle the rigorous demands of electronics, wire harness, and other engineering-intensive sectors. This webinar will unpack why industry-specific systems consistently outperform generic, one-size-fits-all ERPs, showing how they enhance traceability, strengthen real-time visibility, and seamlessly connect quoting, ordering, production, inventory, quality, and shipping into a unified operational flow. We'll explore how features like dynamic scheduling, embedded revision and configuration control, automated quality enforcement, and real-time WIP and material visibility are purpose-built—not bolted on—to support complex manufacturing. By the end, you'll clearly see how the right specialized ERP can improve accuracy, reduce errors, accelerate throughput, and ultimately drive profitability in high-stakes production environments.In this episode, Sam Gupta hosts Tanner Rogers, Director of Sales, Cetec ERP, to discuss the ultimate ERP playbook for Electronics & Wire Harness companies.Video: https://www.elevatiq.com/events-and-webinars/the-ultimate-erp-playbook-for-electronics-manufacturing/Questions for Panelists?

If you've ever daydreamed about selling your distribution business, this episode is for you. If not, bookmark it for future reference. The fundamentals of a successful acquisition remain evergreen, beginning with the need for a knowledgeable advisor. Marshall Jones, senior advisor with The Distribution Team, joins Jason to discuss his latest client win, a year-long transaction process that resulted in an equitable solution for all parties involved. They share practical advice on navigating the purchase journey and realistic timetables for closing a sale. They also explore complex acquisition issues related to real estate holdings, employee transition, and cultural fit. *** CONNECT WITH JASON LinkedIn CONNECT WITH MARSHALL The Distribution Team LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited & mixed by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Moblico, helping businesses do more business on mobile devices; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.  

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by systems and finance transformation expert Cindy Vindasius to explore why so many ERP implementations fail, and what companies can do to fix that. They discuss the often-overlooked groundwork needed before selecting a system or deploying AI tools, and why jumping straight to automation without strong data and processes is a recipe for chaos. Whether you're planning an ERP rollout or modernizing finance operations, this conversation is packed with practical guidance for long-term success.Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.In this episode, you will discover:Why 70% of ERP implementations fail and how to avoid common misstepsWhat ERP readiness really means, and why it's often overlookedHow AI-native ERPs compare to legacy systems in real-world implementationsWhy scalable data governance and documented processes are essentialHow Cindy's ERP Preparedness Master Workshop helps teams succeedThis episode highlights the often-missed foundations of ERP and AI success: preparation, clarity, and scalability. Cindy Vindasius shares the roadmap finance leaders need to transform systems from a source of chaos into a driver of growth.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.AI Readiness Assessment: Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/AI First Vendor Evaluation Checklist:Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-inFollow Cindy:LinkedIn: https://www.linkedin.com/in/cindy-vindasius/Website: https://www.vindasius.comFollow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what

Send us a textGuest: Andy Sen, CTO, AppDirect, a leading multinational technology company that provides a B2B Subscription Commerce Platform and ecosystem.Andy talked about AppDirect's vision for becoming a leading marketplace for subscription commerce tailored for advisors, outlining the company's unique positioning compared to broader marketplaces. He shared insights from his extensive e-commerce background, particularly the transformative effects of mobile technology on consumer behavior. He also highlighted AppDirect's initiatives with AI, particularly through their platform devs.ai, which empowers teams across the organization to develop their own AI solutions, enhancing productivity and fostering innovation.Andy emphasized governance and compliance as crucial for responsible AI, exploring AI's potential to replace traditional ERP systems. Finally, he stressed the challenge of measuring AI productivity while asserting the irreplaceable value of human creativity.

Send us a textThis week's enterprise technology updates highlight major movements across ERP support, AI automation, testing, analytics, and workflow orchestration. Rimini Street extended support for all SAP ECC 6.0 and S/4HANA releases through 2040, offering long-term stability for organizations navigating SAP's transition timeline. Zencoder launched Zentester, an AI-powered end-to-end testing agent designed to transform vibe coding into enterprise-grade engineering, while Acorn secured $12.3 million in Series A funding to accelerate its growth. Algolia introduced its MCP Server to empower developers, and Aravo enhanced its Evaluate Engine with new features to strengthen risk and compliance workflows. Avetta rolled out upgrades to the Avetta One platform, and Orbit Analytics expanded its GL Sense solution with new capabilities. Pipefy launched AI agents tailored for HR teams, Advantive released a new version of its statistical process control solution, and Aquant detailed its retrieval-augmented conversation technology—together showcasing how AI, automation, and modernization continue reshaping every layer of the enterprise software ecosystem.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=06EUjRBLHDAQuestions for Panelists?

In this episode of Tech On Demand, host Bill Calkins is joined by two experts from Epicor—a software company delivering comprehensive ERP solutions, as well as CRM tools and a range of supply chain management systems. Epicor truly understands the green industry and partners with garden centers and nurseries to customize business tools. Kerrie Jordan, Epicor's chief marketing officer and Sam Kirkland, a national business development strategist are on the podcast to talk A.I. and ways to take the data you have, digitize it and apply A.I. to use it even more effectively. A.I. has the capability to assist in all fundamental business processes—from product procurement and cash flow management to employee productivity and customer engagement. That's just a snapshot of what Kerrie and Sam share in this episode. Bill and his guests spend time discussing what exactly A.I. means for green industry businesses and applications from other industries can be transformational, as well as ways A.I. can help personalize businesses to level up the customer experience. They close looking to the future and what might be possible as this technology continues to evolve. PODCAST: Artificial Intelligence in the Green Industry (Part 1): https://techondemand.podbean.com/e/artificial-intelligence-in-the-green-industry-part-1-ft-clint-albin/   MORE RESOURCES: Epicor—Artificial Intelligence: https://www.epicor.com/en-us/solutions/technology/people-centric-ai/ ARTICLE: AI—Gaining Back Time: https://www.greenprofit.com/Article/?srch=1&articleID=27602 ARTICLE: Why You Need AI, No Matter Your Size: https://www.greenprofit.com/Article/?srch=1&articleID=27544 ARTICLE: Using AI to Shorten the Customer Journey: https://www.greenprofit.com/Article/?articleid=27702 PODCAST: Next-Level Engagement, Growth & Brand Building with Sam Kirkland: https://youtu.be/P_VMRu0wTHU?si=fBJr9uzxOT4UZu3C

On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Paul Farrell, Senior Vice President at ECI. Windle and Farrell discuss the projected evolution of the ERP market over the next decade, how Large Language Models (LLMs) and Agentic AI are changing the way companies utilize ERP, and how ECI is framing their AI strategy around industry specialization.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of the Defence Connect Spotlight podcast, host Steve Kuper is joined by Dee Lucero and Mohammad Siddique from DXC Technology, where they unpack the intricacies of the Defence Enterprise Resource Planning program and the role of digital systems in supporting the broader transformation. The trio also discuss a range of factors shaping the digital transformation of Australia's defence enterprise, including: Invaluable lessons from the US Navy's own ERP program and the journey the Australian Defence Force is now embarking on. The challenges and opportunities associated with such a complex and comprehensive digital environment transformation. The enhanced capabilities that the proper collection, analysis and dissemination of data in the contemporary battlespaces will deliver for the ADF. Enjoy the podcast, The Defence Connect team

I detta avsnitt av Techrekpodden går vi på djupet i världen av ERP-system tillsammans med Ulf-Björn Rönn från Noresca. Med lång erfarenhet av affärssystem och särskilt NetSuite guidar Ulf oss genom hur moderna ERP-implementationer fungerar i praktiken och vilka trender som driver utvecklingen just nu. Vi pratar om hur företag bör tänka inför upphandling och implementation, varför Statement of Work är avgörande för ett lyckat projekt och hur komplexa verksamheter kräver noggrann integrationsplanering. Ulf delar även sina insikter om hur teknik och finans samspelar i ERP-projekt, vilka kompetenser som blir mest efterfrågade framöver och hur AI förändrar arbetssätt och roller i området. Ett avsnitt för dig som vill förstå både möjligheterna och utmaningarna med dagens affärssystem. Tidsstämplar:  02:27 Ulfs resa inom teknik och finans 05:10 Tidig karriär och entreprenörskap 07:13 Utmaningar och lärdomar i affärslivet 18:55 ERP-implementationer och trender 31:42 Statement of Work och planering av implementation 32:19 Komplexitet i affärsverksamheter 33:48 Detaljerade workshops och integrationsplanering 35:40 Teknikens och finansens roll i ERP-projekt 37:37 Utmaningar vid ERP-implementation 40:00 Optimala go-live-datum och projektledning 44:10 Rekrytering och efterfrågade kompetenser i ERP-projekt 47:08 Framtidens kompetenser och hur AI påverkar området Är ditt företag i behov av IT-rekrytering, eller Executive Search eller vill du tipsa om en gäst? Hör av dig till cj@ants.se eller läs mer om hur vi arbetar på ants.se   Prenumerera på vårt nyhetsbrev.

As modern supply chains grow more complex, shippers are under increasing pressure to move beyond spreadsheets, emails, and manual decision-making. For Trove Brands, rapid expansion across multiple product lines created new challenges in parcel, LTL, truckload, and international shipping. Keeping up with customer expectations and rising order volumes required better automation, cleaner data, and greater visibility across every mode. In this episode of Supply Chain Now, host Scott Luton speaks with Tanner Dastrup, Director of Logistics at Trove Brands, and Shannon Vaillancourt, CEO of RateLinx. They break down how Trove replaced outdated workflows with automated rate shopping, digital truckload auctions, integrated freight audit tools, and real-time container tracking. By connecting these capabilities directly to their ERP systems, Trove reduced manual work, improved accuracy, and provided teams and customers with more reliable information.Together, Scott, Tanner, and Shannon explore the broader shifts shaping transportation today, from the value of unified data to the cost of inconsistent carrier selection and manual settlement. Their discussion shows how flexible technology can streamline warehouse and 3PL workflows, strengthen customer experience, and help growing shippers scale with confidence.Jump into the conversation:(00:00) Intro(00:34) Meet the panel(02:34) Trove Brands overview(06:29) Shipping operations and challenges(12:17) Automation and integration(17:48) Data and integration hurdles(25:30) Streamlining sales with real-time quotes(26:47) Challenges in B2B LTL shipments(29:21) Operational inefficiencies in warehouse and 3PL workflows(34:22) Improving international shipping visibility(42:20) Choosing the right TMS solutionAdditional Links & Resources:Learn more about RateLinx: https://www.ratelinx.com/Connect with Shannon Vaillancourt: https://www.linkedin.com/in/shannon-vaillancourt/Learn more about Trove Brands: https://trovebrands.comConnect with Tanner Dastrup: https://www.linkedin.com/in/tanner-dastrup-1a4677165/Read why ShipLinx TMS was the best fit for A&A Global: https://www.ratelinx.com/use-cases/integrated-automated-in-control-shiplinx-tms-freight-audit-transforms-aa-global-shipping-operations/Check out our previous episode with RateLinx and A&A Global: https://www.youtube.com/watch?v=D4d7dhNr8tQLearn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now...

Send us a textWhen evaluating the top 10 large-company CRMs in 2025, it's essential to ground the discussion in how we define this segment: organizations with more than 5,000 employees and over $1 billion in annual revenue, representing the true enterprise tier. Unlike startups, small businesses, or even mid-sized firms, large enterprises operate with global scale, complex geographic footprints, and deeply layered organizational structures that demand far more from their CRM systems. Their priorities include advanced territory and quota management, multi-layered sales and service planning, global data consolidation, and strict compliance with regulations across multiple jurisdictions. As a result, CRMs designed for this tier aren't simply expanded versions of mid-market solutions—they are built with entirely different architectural assumptions, offering deeper configurability, stronger governance controls, more sophisticated integration frameworks, and data models engineered to support highly interconnected business units operating across regions, languages, currencies, and regulatory environments.In this episode, our host Sam Gupta discusses the top 10 Large Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Large Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=FFtzoHQiqfgRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

進入包租代管業，透過50萬自有資金搭配創業貸款，月入10萬相對容易；然而，若想突破90%同業卡關的瓶頸（低於50間房），擴大到月收千萬的規模化，則必須建立高效的系統（如ERP、虛擬對帳）、擁有專業財務（會計師）知識來應對高門檻的法規，並將品牌視為最核心的資產，用長期信任來贏得市場。 想當包租婆，歡迎報名免費講座：https://class.ltthouse.com/ * ┏━精算媽咪的家計簿━┓**

Stell dir vor, deine geschäftlichen Daten fließen endlich nahtlos zwischen ERP, DMS, E-Mail, CRM und Fileserver – ohne Insellösungen, Kopieren oder Informationsverlust. Das gelingt mit einer cleveren Integration von Dokumentenmanagementsystem (DMS) und Enterprise Resource Planning (ERP). Wie das in der Praxis funktioniert, zeigt dir Sascha Bippus, DMS-Experte bei KUMAVISION, im Webinar am 28.11. um 13:30 Uhr. Freue dich auf wertvolle Einblicke aus der Praxis, konkrete Use-Cases und Antworten auf die wichtigsten Herausforderungen rund um Strategie, Architektur und produktive Workflows in heterogenen Systemlandschaften. Warum du dieses Webinar besuchen solltest - Du willst endlich Schluss machen mit Datensilos und Doppeleingaben in deinem Unternehmen. - Du möchtest wissen, wie DMS als Brücke zwischen bestehenden Systemen wie ERP, CRM und Fileserver fungieren kann. - Dich interessieren praxisnahe Beispiele und typische Workflows rund um das digitale Dokumentenmanagement. - Du bekommst Tipps zur strategischen Planung einer Integrationsarchitektur – genau zugeschnitten auf Unternehmen, deren Systeme nicht “aus einem Guss” sind. - Du lernst, wie du deine IT-Landschaft modernisieren kannst, ohne alle Systeme austauschen zu müssen. Deine Vorteile auf einen Blick: - Tiefergehendes Expertenwissen aus erster Hand - Praxisnahe Tipps - Klarheit über Potenziale und Stolperfallen - Interaktive Live-Q&A-Session FRIDAY Insights ist eine gemeinsame Initiative von OMT und contentmanager.de – mit dem Ziel, komplexe Themen verständlich, praxisnah und mit echtem Mehrwert aufzubereiten. Melde Dich jetzt kostenlos an und erfahre, wie Social Listening Dein Unternehmen effizienter, flexibler und zukunftssicher machen.

Jaksossa vieraana on Huhtamäen Global ERP PMO Lead Heikki Ranta, joka avaa näkemyksiään onnistuneen ERP-transformaation läpiviemisestä yrityksen eri tasoilla. Heikki kertoo PMO-roolin merkityksestä ja muutosjohtamisen painotuksista hankkeiden eri tilanteissa. Hän avaa myös miksi pelkkä teknologiaan keskittyminen ei riitä, vaan fokus kannattaa siirtää järjestelmistä koko organisaation toimintatapojen uudistamiseen. Jaksossa pohditaan myös miksi ERP-uudistus voi loppukäyttäjästä tuntua samalta, kun hyppy manuaalivaihteihteisesta 90-luvun autosta modernin sähköauton rattiin. Millaista perehdytystä, viestintää ja ajattelutavan muutosta tarvitaan, jotta uutta järjestelmää ja prosesseja ajetaan sujuvasti eikä vanhaa jäädä kaipaamaan?

Bryan這集邀請 Deloitte 勤業眾信 SAP 資深顧問 Ingrid 和 Zuriel，聊聊 ERP 顧問這一行的真實樣貌。從管理系統實施、維運到技術協作，各種角色怎麼分工？為什麼不會寫程式、甚至不是資訊背景，只要學得快、問對問題，也有機會做到跨國專案、常到國外出差？兩位顧問也分享被大數據追著跑、安撫用戶情緒的第一線經驗，以及顧問業最看重的關鍵能力與職涯發展想像。如果你對顧問這一行感到好奇，甚至想要嘗試這一類工作機會，千萬不要錯過這一集的訪談。 【本集節目由 大人學 & 勤業眾信顧問業務服務 SAP 團隊 聯合製作】 Deloitte Taiwan 顧問業務服務團隊歡迎各類背景的人才加入，無論你是剛踏入職場的新秀，還是希望突破專業侷限的資深顧問，這裡都提供舞台讓你發揮影響力！歡迎投遞履歷，讓我們一同共創不凡！

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rishi Sapra to explore how finance professionals can leverage business intelligence tools like Power BI to drive better decision-making. Rishi discusses how the role of FP&A is evolving with technology, and why it's essential for finance teams to not only consume data but to create and model it in ways that deliver actionable insights.Rishi Sapra is a Group Manager at Avanade, a global technology consulting firm, and a Microsoft Most Valuable Professional (MVP). With over 20 years of experience in major firms such as Deloitte, KPMG, HSBC, and Accenture, Rishi combines his financial expertise with cutting-edge data and AI solutions. Rishi is also the founder of Power Platform Finance, where he runs an accelerator program to teach finance professionals how to use tools like Power BI, Power Query, and semantic modeling to transform business data into actionable insights.Expect to Learn:Why learning Power Query is a must-have skill for every finance professionalThe mindset shift from being a consumer of data to becoming a creator of data solutionsHow to build simple, effective data models and dashboards using Power BITips for applying semantic models and data storytelling in financial reportingHow AI and business intelligence tools are changing the role of FP&A professionalsHere are a few quotes from the episode:“As a finance professional, you need to understand not just the data, but how to create the solutions that bring out insights from it.” – Rishi Sapra“It's less about learning every tool, and more about understanding the fundamentals that remain the same, regardless of the software.” – Rishi SapraRishi Sapra highlights the importance of shifting from being a consumer to a creator of data solutions within finance teams. By mastering tools like Power BI and embracing a mindset of data storytelling, finance professionals can unlock actionable insights and drive meaningful change. Rishi's advice empowers finance teams to not just adapt to technology, but to lead the way in transforming business intelligence.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rishi:LinkedIn - https://www.linkedin.com/in/rsaprano/Website - www.rishisapra.comCompany 1 - www.msfabrictraining.comCompany 2 - www.learndatainsights.comCompany 3 - www.powerplatformfinance.comEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further...

In this talk, Anusha Akkina, co-founder of Auralytix, shares her journey from working as a Chartered Accountant and Auditor at Deloitte to building an AI-powered finance intelligence platform designed to augment, not replace, human decision-making. Together with host Alexey from DataTalks.Club, she explores how AI is transforming finance operations beyond spreadsheets—from tackling ERP limitations to creating real-time insights that drive strategic business outcomes.TIMECODES:00:00 Building trust in AI finance and introducing Auralytix02:22 From accounting roots to auditing at Deloitte and Paraxel08:20 Moving to Germany and pivoting into corporate finance11:50 The data struggle in strategic finance and the need for change13:23 How Auralytix was born: bridging AI and financial compliance17:15 Why ERP systems fail finance teams and how spreadsheets fill the gap24:31 The real cost of ERP rigidity and lessons from failed transformations29:10 The hidden risks of spreadsheet dependency and knowledge loss37:30 Experimenting with ChatGPT and coding the first AI finance prototype43:34 Identifying finance's biggest pain points through user research47:24 Empowering finance teams with AI-driven, real-time decision insights50:59 Developing an entrepreneurial mindset through strategy and learning54:31 Essential resources and finding the right AI co-founderConnect with Anusha- Linkedin - https://www.linkedin.com/in/anusha-akkina-acma-cgma-56154547/- Website - https://aurelytix.com/Connect with DataTalks.Club:- Join the community - https://datatalks.club/slack.html- Subscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ- Check other upcoming events - https://lu.ma/dtc-events- GitHub: https://github.com/DataTalksClub- LinkedIn - https://www.linkedin.com/company/datatalks-club/ - Twitter - https://twitter.com/DataTalksClub - Website - https://datatalks.club/

У новому епізоді подкасту CEO Club говоримо про пошук балансу між планами та можливостями зростання бізнесу. Що таке здорове зростання? Як всередині компанії створити власну екосистему для ефективного росту? Як залучати інвестування та побудувати фінансову дисципліну? Кейсами масштабування бізнесу та історіями з власного досвіду поділилися:— Олексій Павленко, член Дорадчої Ради «Нібулон»;— Валентин Запорощук, президент групи компаній PRAVIO.Модерував розмову Ігор Кабузенко, керівний партнер Ward Howell Ukraine.У випуску також обговорюємо:— чим здорове зростання відрізняється від небезпечного;— чому системність, контроль та прозорість важливіші за темпи;— як шукати баланс між можливостями ринку та внутрішньою готовністю;— право на помилки та важливість їхнього аналізу;— як фінансувати зростання: кредити та зовнішні інвестори;– що таке «вітаміни росту» — і як змінюється команда на різних стадіях;— як борди, аудит, ERP та бюджетування рятують компанію від хаосу;– що таке формула зростання майбутнього: віра, сміливість, експеримент і відповідальність;— перспективи для українських компаній в майбутньому.Відеозапис розмови: https://youtu.be/5uOiku-z_B4CEO Club — клуб лідерів бізнесуЗ 2011 року об'єднуємо підприємців і СЕО для розвитку, взаємопідтримки та співтворення.Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

Send us a textThe aerospace and defense industry operates in one of the most demanding environments, where compliance, traceability, and precision are non-negotiable—yet many manufacturers still rely on generic ERPs that were never built for aviation. As a result, they pour millions into customizations just to meet basic FAA, DoD, and OEM requirements, only to end up with fragile systems that struggle under the weight of cert linkage, serial and lot tracking, shelf-life controls, and calibration traceability. In this webinar, we'll break down the “Aerospace ERP Gap,” exposing the risks and costs of forcing generic ERPs into aerospace use cases, including the all-too-common “$2M customization trap.” You'll see how industry-built ERP platforms close this gap with out-of-the-box capabilities for MRO, manufacturing, and defense contractors—delivering compliance-ready workflows, integrated configuration management, and real-time visibility across every aircraft, tool, and certificate. Ultimately, these purpose-built solutions help organizations move from reactive and fragmented to unified and intelligent, without blowing budgets or stretching implementation timelines.In this episode, Sam Gupta hosts Ralph Merhi, CEO, ERP.aero, to discuss the inside of the aerospace ERP gap, the $2M cost of getting it wrong.Video: https://www.elevatiq.com/events-and-webinars/erp-aero-overview-webinar/Questions for Panelists?

In this episode of The Future Finance Show, hosts Glenn Hopper and Paul Barnhurst speak with Santiago Nestares, co-founder and CEO of DualEntry, about the urgent need for modern ERP systems built from the ground up. Santiago shares the origin story behind DualEntry, born from his frustrations with legacy finance systems while scaling a $100M+ global business. The conversation explores how DualEntry eliminates painful ERP implementations, delivers live data in under 24 hours, and empowers finance teams to operate with greater automation and controlSantiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Prior to DualEntry, he co-founded Benitago, which scaled to over $100 million in revenue. His first-hand struggles with outdated ERP systems inspired him to build a finance platform that automates workflows, simplifies migrations, and improves operational transparency, without the typical consulting overhead or nine-month implementations.Expect to Learn:Why legacy ERP systems are fundamentally flawed in designHow DualEntry enables 24-hour data migrations with minimal disruptionThe practical difference between AI-native vs. AI-layered ERP platformsHow consumer-grade experience is redefining enterprise finance softwareWhy ERP implementation doesn't have to feel like back surgeryJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Santiago:LinkedIn: https://www.linkedin.com/in/santiago-nestares/Website: https://www.dualentry.com/Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:58] - ERP Pain Points from Scaling a $100M Business[02:39] - Why Simple ERP Migrations Are Surprisingly Hard[06:13] - From Stealth to $90M Series A[10:01] - Where Finance Teams Will See ROI First[14:42] - How 24-Hour ERP Migration Works[19:26]- Fixing ERP: From Back Surgery to Massage

Peggy Smedley and Tim Carpenter, president and CEO, Timpte, and Andy Bednar, general manager, Lincoln Manufacturing Center, talk about a new $28 million facility investment, what it produces, and key drivers for opening the facility. Carpenter explains why the business was created and how it serves its customers—and how things evolved during the COVID-19 pandemic. Bednar talks about the pride of having the business in the community.  They also discuss:        > Tariffs and the importance of being laser focused.        > Why diversification is key to keeping people gainfully employed.        > Technologies used such as ERP (enterprise-resource planning) and predictive analytics. http://www.timpte.com/

Navigating the complexities of family dynamics can sometimes feel like walking a tightrope—especially when relationships between parents and adult children become strained or even break down completely. Family estrangement is an increasingly common challenge that can leave everyone involved feeling isolated, misunderstood, and in deep pain. When communication falters and generational differences collide, how do we find a path toward empathy, healing, and growth? In this episode, listeners are invited into a heartfelt exploration of adult child-parent estrangement, its underlying causes, and the impact it has on both individuals and entire families. The conversation offers practical insights on healing old wounds, understanding the spiritual and psychological dynamics at play, and tools for fostering compassion—even when distance or conflict seems insurmountable. With stories, expert reflections, and actionable guidance, this discussion aims to support anyone facing the difficult terrain of family disconnection, offering hope and concrete steps toward greater understanding and unity. Dr. Rachel Glik is a licensed professional counselor with 30+ years as a couples, individual and family therapist in private practice. Since 2014, she has been a regular feature on the Fox 2 AM show in St. Louis as a relationship and mental health expert. Rachel appeared on NBC News Daily at the launch of her book, A Soulful Marriage: Healing Your Relationship with Responsibility, Growth, Priority, and Purpose. She is a writer for The Wall Street Journal, CNBC Make It, Psychology Today, and MindBodyGreen. Rachel teaches and gives seminars for organizations such as The Kabbalah Centre and Young Presidents Organization (YPO). She lives in St. Louis with her husband and large extended family.   Episode Highlights 03:40 Exploring why parent–child estrangement is becoming more common. 09:04 Considering how distance can sometimes support healing and growth. 12:35 The power of early repair before patterns set in. 15:03 Understanding the emotional complexity of parenting adult children. 16:31 Shifting into a new parental role as boundaries and autonomy evolve. 21:35 Recognizing the grief and self-validation needed as relationships change. 24:26 Reflecting on how to hold a compassionate space for an adult child's experience. 26:09 Learning to move beyond defensiveness and listen with openness. 29:38 Embracing generational differences with curiosity rather than fear. 32:56 Navigating how estrangement affects couples and their parenting alignment. 37:56 Prioritizing self-compassion in the midst of relational hardship. 40:43 Practicing accountability and authentic repair within the family and partnership.   Your Check List of Actions to Take Take a moment to ground yourself with a deep breath before engaging in challenging family conversations to increase presence and calm. When tension arises, reflect honestly on how your actions may contribute, and express accountability to foster trust and safety. Aim to respond with supportive, non-judgmental language, empowering your adult child to make their own decisions. Listen deeply to your child's experiences and feelings, holding space for their emotions without jumping into explanations or defense. Find the balance between support and over-giving, maintain your wellbeing, and be mindful of your energy. Ask permission before sharing concerns or advice, acknowledging you're entering your adult child's "lane." Recognize the pain and complexity of estrangement, and give yourself grace throughout the healing process. Reach out for therapy, coaching, or resources to receive guidance in navigating family estrangement and building new communication strategies.   Mentioned A Soulful Marriage (*Amazon Affiliate link) (book) It Didn't Start with You: How Inherited Family Trauma Shapes Who We Are and How to End the Cycle (*Amazon Affiliate link) (book) Family Constellations (*Wikipedia link) Passionate Marriage (*Amazon Affiliate link) (book) Kabbalah (*Wikipedia link) ERP 473: How to Experience More Embodied Pleasure Sexually – An Interview with Susan Taylor 12 Relationship Principles to Strengthen Your Love (free guide)   Connect with Dr. Rachel Glik Websites: drrachelglik.com Facebook: facebook.com/p/Dr-Rachel-Glik-EdD-LPC-100027702446361 Instagram: instagram.com/drrachelglik LinkedIn: linkedin.com/in/dr-rachel-glik-edd-lpc-a7047ab Pinterest: pinterest.com/drrachelglik

Send us a textThis week brought a surge of AI-driven innovation across CX, martech, enterprise software, and development tooling. Treasure Data introduced five new AI suites aimed at elevating customer experiences, while Uniphore unveiled a suite of AI marketing agents and Zeta Global provided more details on its Zeta Answers platform—each reinforcing the rapid expansion of AI across customer engagement. In the enterprise and ERP ecosystem, Accenture launched its Distiller agentic AI framework, Precisely rolled out AI-driven automation for SAP ERP, and Rimini Street extended support for all SAP ECC 6.0 and S/4HANA releases through 2040, signaling major momentum in long-term ERP modernization and support. On the engineering and DevOps front, Zencoder debuted Zentester, an AI-powered end-to-end testing agent designed to turn vibe coding into enterprise-grade engineering. Meanwhile, Acorn secured $12.3 million in Series A funding to accelerate its growth, Algolia released its MCP Server to enhance developer productivity, and Aravo expanded its Evaluate Engine with new features—collectively highlighting how AI, automation, and modernization continue reshaping every layer of the enterprise technology stack.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=rrKYmqgnWMgQuestions for Panelists?

Pull up a chair at the EAG dinner table for a Thanksgiving discussion you won't want to miss! Every year, businesses around the world are plagued by difficult ERP implementations and learn hard ERP lessons they won't soon forget. And, unfortunately, many of those obstacles could have been avoided. Those who successfully go live are often thankful for the guidance they received from an experienced ERP consultant who ensured the company applied best practices to their ERP implementation, so they didn't have to repeat others' mistakes. On this episode of The ERP Advisor, our very own Director, Ryan Baca, and Consulting Manager, Shelby Toney, join Rebekah McCabe, EAG's Digital Marketing Manager, and Andy Katz, Director of IT at Komori America, to discuss how they have succeeded by applying implementation best practices over hundreds of ERP implementations and countless hours of advisory services. They also give thanks for the things clients do to make their own projects go right, and breakdown why you will be grateful to have an independent ERP implementation consultant on your team.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Software companies are building a new manufacturing stack that includes four layers: ERP, MES, Connected Worker, and AI. Dan McKiernan, principal product manager with Epicor, joins us at the ASSEMBLY Show to talk about the success that arises when these systems work together in a stack rather than a patchwork of tools.Sponsored By:

This episode is sponsored by XPLUS. On this episode we are discussing security and compliance in Dynamics 365 F&O and what advances in these areas could mean for the future of the product. Since we last talked to our guest, Bartosz Szpiech, VP of Product at XPLUS, Microsoft has advanced its support for user security governance, or USG, which means users must adapt to evolving license enforcement policies. Bartosz discusses how understanding licensing policy relates to the broader concept of observability in D365. As roles evolve to conform to security and license requirements, customers have the opportunity to begin achieving better insights, he explains. We explore how new tools that offer better insights into activity within F&O could accelerate the identification of high-value AI scenarios that will evolve ERP. He also provides an update on the latest Executive Automats security training for F&O customers. More from XPLUS Dynamics 365 F&SCM Security Masterclasses - https://www.executiveautomats.com/dynamics-365-fscm-security-masterclasses  

Send us a textWhen evaluating the top 10 mid-sized CRMs in 2025, it's important to anchor the discussion in how we define the mid-sized market: organizations with roughly 100 to 5,000 employees and annual revenues from about $100 million to $1 billion. While some vendors might loosely label this range as enterprise, its operational profile aligns more closely with a true mid-sized segment—complex enough to require mature workflows, multi-layer security, and structured organizational planning, yet not burdened by the extreme global compliance, multinational consolidation, or governance demands seen in large enterprises. This tier sits squarely between the lightweight needs of startups and small businesses and the heavy global operational requirements of enterprise firms. As a result, CRM systems built for mid-sized organizations strike a deliberate balance: they offer richer data models, stronger automation, and more advanced capabilities than systems targeted at smaller businesses, without introducing the excessive overhead or architectural rigidity common in enterprise-focused platforms.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Mid-Sized Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=KLnUew0p7iURead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Il nuovo episodio della serie: “Game Changer”, con ospite Francesco Maria Primerano, Chairman e CEO di Intent SpA, società di consulenza IT nella top 150 per dimensione e tra le poche a capitale dei soci fondatori, specializzata in soluzioni innovative per aziende private e pubbliche sui temi dell'AI, della Cyber Security oltre che sulla consulenza di processo e su ERP.Con 12 anni di storia, coinvolge 200 persone con € 15 milioni di aggregato nel 2024 e una Crescita media, a parte il 2020 anno covid, del 50% anno su anno, dal 2014 a oggi.A guidare la conversazione di oggi è Marco Mizzau —  già CEO di organizzazioni complesse, oggi Strategic Advisor per fondi di Private Equity e investitori istituzionali, con una carriera dedicata alla creazione di piattaforme scalabili e con il fiuto per le imprese che cambiano davvero le regole del gioco.Marco ha visto cosa succede quando visione e capitale si incontrano… o si scontrano.E, come sempre, lo farà senza filtri.Qui non si fanno PR.Qui si parla di scelte vere, di tensioni strategiche, di futuro industriale — con il coraggio di dire le cose come stanno.Questo episodio è una produzione Zero IN – Sharing Knowledge. Siamo sempre alla ricerca di nuove voci e storie da raccontare.Per maggiori informazioni, visitate zeroin.it o scrivete a segreteria@zeroin.it. Buon ascolto.

In episode 513 I chat with Amanda who has kindly agreed to share her OCD story with us.  We discuss OCD themes of religion, harm and contamination. Amanda talks about depression, controlling food, stopping driving, navigating the Covid pandemic and OCD, compulsions controlling other people,  therapy, grief and loss, figuring out it was ok not to do her compulsions, exposure and response prevention therapy (ERP), inference-based CBT (I-CBT), medication, managing family accommodation, words of hope and much more. Hope it helps. Show notes: https://theocdstories.com/episode/amanda-513 The podcast is made possible by NOCD. NOCD offers effective, convenient therapy available in the US and outside the US. To find out more about NOCD, their therapy plans and if they currently take your insurance head over to https://go.treatmyocd.com/theocdstories Join many other listeners getting our weekly emails. Never miss a podcast episode or update: https://theocdstories.com/newsletter 

In this live episodes of ASUG Talks, we answered your questions. ASUG CEO and Chief Community Champion Geoff Scott was joined by analysts Jon Reed and Joshua Greenbaum for an "ask me anything session." The three fielded questions submitted by conference attendees throughout the week, along with questions asked by the live audience. Key Topics: The interoperability of SAP Business Data Cloud (BDC) with non-SAP data ecosystems Industry-specific challenges barring organizations to adopted "vanilla" ERP systems without much customization How public cloud environments free enterprises to focus on IT innovationRelated Content:Read our exclusive interview with Tim Way, VP and Chief Product Officer, Business AI Product Engineering at SAP America

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 of FP&A Unlocked, host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they're seeing, building, and doing with AI in real time. From ERP innovation to the EQ behind great CFOs, this episode delivers tactical advice and big-picture thinking from the forefront of modern finance.John Glasgow is the CEO and co-founder of Campfire, leading the charge in AI-native ERP innovation for modern finance teams. CJ Gustafson, the founder of Mostly Metrics and a former CFO, brings real-world insights on scaling, AI adoption, and the shift from executive to creator. Libby Francke, Head of Finance at Klarity, shares her experience modernizing data infrastructure and running a lean, high-impact finance function with Campfire. Kevin Neary, VP of Finance at Brainly, reflects on managing global finance operations and how AI is helping his team boost efficiency and productivity.Expect to Learn:Why Campfire is building an AI-native ERP with its own large accounting modelHow to identify when legacy systems like QuickBooks are holding your company backWhat makes great FP&A beyond technical skill: EQ, storytelling, and sniff testsHow to think tactically about AI adoption, agents, and automationHere are a few quotes from the episode:“Trying to make the most of AI and low-cost solutioning is how we're building the finance function of the future.” - Libby Francke“A lot of companies are stuck in pilot purgatory; they test AI, think it's cool, but don't know how to roll it out.” - CJ GustafsonThis special episode of FP&A Unlocked captures the momentum and insight from the Campfire Finance Forward AI Summit, showcasing how finance leaders are navigating the rapid shift toward AI-native systems. From foundational models to practical automation, the conversations with John Glasgow, CJ Gustafson, Libby Francke, and Kevin Neary highlight that the future of finance isn't just about technology; it's about strategic thinking, clean data, and bold leadership.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow John:LinkedIn - www.linkedin.com/in/johnglasgow/Follow CJ Gustafson:LinkedIn - https://www.linkedin.com/in/cj-gustafson-13140948/Follow Libby:LinkedIn - https://www.linkedin.com/in/libby-francke-cpa-831b4854/Follow Kevin:LinkedIn - https://www.linkedin.com/in/kevin-neary-cpa/Earn Your CPE Credit For CPE credit, please go to

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Want to 10X your blue collar or traditional business using technology?Ben Simpson, Managing Director and Co-Owner of MyWorkwear, reveals exactly how he modernized a 49-year-old workwear manufacturer and grew it more than 1,200 percent without losing the core values that made the company special.In this conversation, Ben breaks down the real playbook behind transforming a legacy business into a systemized, data-driven growth engine.We cover:• How to modernize a blue collar business without breaking what already works• The systems that replaced 40 filing cabinets and manual processes• Why culture and people matter more than any technology stack• How to use ERP, CRM, BI tools, and AI agents to create compounding efficiency• Turning brand awareness into long-term, high-value customers• The future of AI inside traditional industries• How MyWorkwear became one of the UK's standout players in workwear and apparelIf you're building, scaling, or modernizing any operations-heavy company — manufacturing, apparel, logistics, trades, services, e-commerce — this episode delivers a rare inside look at how to evolve fast without chasing shiny objects.Connect with Ben SimpsonLinkedIn: https://www.linkedin.com/in/ben-simpson-myww/?originalSubdomain=ukWebsite: https://www.myworkwear.co.uk/Facebook: https://www.facebook.com/myworkwearcoAbout MyWorkwearA leading UK supplier of branded uniforms and workwear, serving thousands of businesses nationwide with a unique mix of modern systems and traditional manufacturing expertise.

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era.Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch.In this episode, you will discover:Why legacy ERP systems are fundamentally broken, and how AI changes the gameHow DualEntry enables 24-hour ERP data migrationThe role of AI in journal entries, reporting, and reconciliationHow auditors are embracing automation and AI for compliance and accuracyWhy ERP systems must evolve beyond just being "AI-enabled" to truly AI-nativeSantiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn't have to be a burden. With the right tools, it can become a strategic advantage.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Santiago:LinkedIn: https://www.linkedin.com/in/santiago-nestares/Website: https://www.dualentry.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:36] - Lessons from Scaling to $100M & ERP Frustrations[03:37] - Why ERP Migrations Are So Broken[07:47] - How DualEntry Raised a $90M Series A[10:51] - AI-Native vs. AI-Enabled ERP Systems[18:23] - Challenges and Realities of 24-Hour ERP Migration[23:26] - Why Building a Mid-Market ERP Is a Bold Move[28:18] - Using AI in Audits & Real-Time Reporting[31:45] - Rapid-Fire AI Questions[35:52] - Final Reflections & Wrap-Up

Send us a textThis week's customer experience and marketing technology updates highlight a clear shift toward deeper intelligence, tighter collaboration, and more secure enterprise-grade platforms. CallMiner strengthened its conversational analytics footprint with the acquisition of VOCALLS, while Contentstack expanded its composable ecosystem by launching the new Data and Insights solution. Mosaicx introduced the next generation of its Engage platform, and Salesforce continued its march toward unified workflows by embedding Slack directly into CRM collaboration. In the government and regulated markets, Talkdesk achieved FedRAMP authorization for its CX Cloud Government Edition, signaling a major milestone for secure cloud CX. Meanwhile, Treasure Data rolled out five new AI suites aimed at enhancing customer experiences, Uniphore unveiled a new suite of AI marketing agents, and Zeta Global provided fresh details on its new Zeta Answers offering—collectively reflecting increased innovation and maturity across the CX and martech landscape.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=85vq3s9786EQuestions for Panelists?

What You'll Learn- Why legacy commerce APIs and EDI no longer suffice in today's fragmented commerce landscape- How AI and emerging protocols like MCP are accelerating the need for real-time fulfillment integration- The structure, tools, and resources defined by OnX for seamless order management across ecosystems- The nonprofit "business league" legal framework that keeps OnX vendor-agnostic and collaborative- The challenges commerce platforms face with OMS integrations and how OnX aims to reduce friction- The shift from platform-centric to protocol-centric commerce enabled by open standards- How industry players—brands, 3PLs, ERP, WMS, and commerce platforms—are rallying behind OnXHihghlights- 00:00 — Welcome, introduction to Kelly Goetsch and the focus: “Connected Commerce”- 02:00 — The fragmentation problem: marketplaces, social commerce, AI, and legacy EDI- 04:00 — The rise of MCP and Agentic Commerce Protocol as enablers for a new standard- 06:00 — Building a “big tent” network: OMS, 3PLs, WMSs, ERPs connectivity challenges- 10:00 — Commerce platform vs fulfillment backend: the tech and mindset divide- 14:00 — What is OnX? Tools, resources, member base, and the standard's scope- 18:00 — How MCP makes OnX possible, collapsing layers between selling and fulfillment- 22:00 — OnX's “business league” structure explained- 24:00 — Platform, payment, and AI player involvement and adoption challenges- 28:00 — How to participate: advisory boards, GitHub access, and community involvement- 30:00 — The future of connected commerce and invitation to join OnXQuotes[00:02:00]: "If the last decade was about composable commerce, the next one is about connected commerce." - Ninaad [00:04:00]: "AI is the reason for both of these. We're really, really collapsing down." - Kelly Goetsch [00:10:00]: "About 70% of enterprise brands still run point-to-point integration, and that has its own set of challenges." - Ninaad [00:22:00]: "The benefit of that is: we, as a community, get together and evolve and change as technology changes. And that's great." - Kelly Goetsch About the GuestKelly Goetsch is a technologist and strategist shaping the future of digital commerce and order fulfillment. Known for his leadership in the MACH Alliance and now Pipe17, Kelly has been a central voice in evolving commerce technology standards. He currently chairs the Commerce Operations Foundation, driving the development and adoption of the OnX standard for connected commerce.Links Mentioned- Commerce Operations Foundation website: commerceopsfoundation.org- Commerce Operations Foundation GitHub: github.com/commerceopsfoundation- Kelly Goetsch on LinkedIn: linkedin.com/in/kgoetsch- MACH Alliance: machalliance.org  Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges.Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube

In today's podcast, John Siefert sits down with Magnus Perri, CEO, elevaite365 Test Automation, and Michael Catterall, Product Lead, elevaite365 Test Automation, to unpack how AI is redefining testing in Dynamics 365 projects. They discuss why manual testing overwhelms business users, how elevaite365 Test Automation's platform automates and adapts with AI, and how a community-driven script library accelerates implementation. It's test automation built for real-world complexity and speed.AI Testing, Real ResultsThe Big Themes:Testing Stress: Perri points out a systemic flaw in ERP and Dynamics 365 implementations: the burden of testing often lands on business users whose primary roles have nothing to do with quality assurance. This leads to rushed efforts, incomplete coverage, and high error rates. The fundamental issue isn't lack of diligence, it's misalignment. Elevaite365 Test Automation directly addresses this by reducing or eliminating the need for manual testing.Insight and Resilience Layers: Catterall describes how elevaite365 Test Automation's platform doesn't just mimic human testers, it enhances them. Once a user records a business process, the system converts it into a reusable, repeatable automated test. But what sets elevaite365 Test Automation apart is what happens next: It adds AI-powered layers that detect anomalies like incorrect field values, unexpected pop-ups, and subtle error messages that human testers often miss. This isn't basic scripting, it's intelligent validation that keeps evolving.AI Testing Brings Measurable ROI: While much of the conversation covered process pain and automation theory, the real value becomes evident in customer results. Elevaite365 Test Automation isn't just a nice-to-have, it delivers real ROI. Customers using the platform have reduced their testing cycles from weeks to hours, lowered defect rates in production, and significantly cut the manpower required for UAT (User Acceptance Testing). Because the tool is embedded in real Dynamics 365 workflows, it provides test coverage for processes that actually matter like purchasing, invoicing, inventory, and more.The Big Quote: "Testing is always falling onto the business users, not IT department ... so you go into testing and you're stressed, you have a lot to do. You're thinking about talking to the next supplier, and while you're doing that, you work through the testing as fast as you can, and you might miss stuff." Visit Cloud Wars for more.

Send us a textWhen evaluating the top 10 not-for-profit CRMs for small businesses in 2025, it's essential to understand how this market is segmented, starting with organizational size and industry context. While many assume not-for-profits operate with simpler technology needs, their CRM requirements can actually be far more complex—often extending into grant management and other operational layers, especially when the ERP footprint remains intentionally lean. For this analysis, we classify small business not-for-profits as organizations with roughly 20 to 200 employees, acknowledging that complexity often matters more than headcount. In this tier, processes are typically siloed and focused on customer- and constituent-facing workflows such as marketing, donor and volunteer engagement, and basic lifecycle tracking, with fewer downstream marketing demands. Because datasets and business objects are less interconnected than in mid-market or enterprise environments, CRM systems for this segment prioritize simplicity, lowered configuration effort, and accessible pricing—while still offering the flexibility to support a wide range of not-for-profit models, including associations, education, healthcare, charities, and religious organizations.In this episode, our host Sam Gupta discusses the top 10 Non-Profit Small Business CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit Small Business CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=7mhAL_jsdboRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Continuum is solving the multi-party return problem in B2B supply chain—a transaction involving distributors, manufacturers, and end users that previously took 30-45 days and now completes in 30-45 seconds. In this episode of Category Visionaries, we sat down with Alex Witcpalek, CEO and Founder of Continuum, to unpack how he's building what he calls "reverse EDI" in a market of 1.5 million distribution and manufacturing companies across North America. After 13 years selling technology into this space, Alex is now growing 8x year-over-year by turning customers into the primary acquisition channel through network effects. Topics Discussed: Why multi-party returns require replicating order management, warehouse management, and procurement systems simultaneously The tactical sequencing of building network businesses: solving for independent value, achieving critical mass, then activating network effects How Continuum navigates deep ERP integrations (SAP, Oracle, NetSuite, Epicor) plus bespoke business logic across multiple supply chain tiers Facebook retargeting, BDR outbound, events, and customer referrals as the four channels driving growth in a non-PLG market Why business model differentiation is the only remaining moat when technical barriers collapse Building domain expertise distribution systems using AI-powered LMS fed by sales call recordings GTM Lessons For B2B Founders: Choose problems where you can capture 100% of addressable market, not fractional share: Alex deliberately avoided competing in CRM, sales order automation, or accounts payable—categories where even dominant players cap at 25-30% market penetration. Instead, he targeted multi-party reverse logistics, a greenfield problem no one else was solving. This strategic choice eliminates competitive displacement risk and allows every prospect conversation to focus on change management rather than competitive differentiation. Founders should map their TAM against competitive saturation: markets where you can own the entire category create fundamentally different growth trajectories than fighting for fragments. Sequence network businesses: independent value → critical mass → network activation: Alex was told by investors 18 months in that network effects "weren't going to work." His insight: "When you don't have a network, you don't sell the network. It's just in your plans and how you're building." Continuum sold P&L impact, manual labor reduction, and customer experience improvements to early adopters while building network infrastructure invisibly. Only after achieving density in specific verticals (HVAC, electrical, plumbing) did they surface the network value proposition. This sequencing prevents the cold-start problem—founders building marketplace or network businesses must design standalone value that makes the first 100 customers successful independent of network density. Exploit high pain thresholds in legacy industries as competitive barriers: Supply chain companies accept 30-45 day return cycles, manual warranty claims on paper, and playing "guess who" by phone to find inventory across distributor branches. Alex notes they have "extremely high pain threshold" from living with broken systems for decades. While this creates longer education cycles, it also means competitors won't enter (too hard) and once you prove ROI, switching costs become prohibitive. Founders should reframe customer inertia: industries tolerating obvious inefficiencies offer category creation opportunities with built-in moats, not just sales friction. Business model architecture is the only defensible moat—technical differentiation is dead: Alex is building his own e-signature platform (Continue Sign) and AI LMS using vibe coding to prove technical moats no longer exist. Continuum's defensibility comes entirely from network lock-in: displacing them requires disconnecting manufacturers like Carrier, Daikin, and Bosch plus their entire distributor ecosystems simultaneously. He references EDI (1960s technology still dominant today) as proof that network effects create permanent advantages. Founders must architect switching costs, network density, or proprietary data advantages into their business model—technology alone provides zero protection in the AI era. Match channel strategy to actual ICP behavior, not SaaS conventions: Continuum's top lead source is customer-driven network growth—distributors recruiting manufacturers and vice versa. Facebook retargeting works because their 50+ year-old supply chain buyers "are trying to comment on their grandkids' pictures," not scrolling LinkedIn. BDR outbound still delivers high win rates in an industry where business happens on handshakes, making events critical. This channel mix would fail for PLG products but works perfectly for enterprise cycles with $40K ACVs and 90-day sales processes. Founders should ethnographically research where their specific buyers actually spend attention rather than defaulting to LinkedIn, content marketing, or PLG based on what works in adjacent categories. Use 90-day enterprise cycles and multi-stakeholder complexity as qualification, not friction: Continuum runs enterprise sales motions for $40K deals because multi-party returns touch 16 constituents across sales, customer service, fleet, supply chain, warehouse, purchasing, and finance. Rather than trying to simplify buying, Alex uses this complexity as a filter—companies willing to coordinate VP of Supply Chain, COO, and CFO alignment are serious buyers. He layers three value propositions (P&L impact, labor reduction, customer experience) knowing different stakeholders weight them differently. Founders selling into complex environments should embrace multi-threading as a qualification mechanism that improves win rates and reduces churn, not overhead to eliminate. //  Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire  Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM  

In this episode, Frank Sohn talks with Hiren Shah, founder of B2B-Matrix, about how small and mid-sized manufacturers and distributors are modernizing their sales processes through AI-driven CPQ, CRM, and ERP integration. Hiren, a former SAP America consultant turned Salesforce expert, shares his perspective on the future of Configure-Price-Quote (CPQ), Revenue Cloud, and AI in sales automation. He explains B2B-Matrix's three-phase Salesforce AI project, where automation is already reducing clicks, quote times, and approval delays—and how the final phase will connect directly to ERP and internet data. You'll also hear his insights on: When and why companies should migrate from Salesforce CPQ to Revenue Cloud Advanced (RCA) The "death of middleware" and how modern APIs enable seamless CRM-CPQ-ERP integration The top three customer priorities today: AI, master data cleanup, and faster transaction velocity Why CPQ customers typically replace systems every eight years How B2B-Matrix white-labels its services for larger consulting firms and delivers sub-$100K CPQ projects for SMBs Beyond business, Hiren also shares his personal passion for Pilates and Hot Yoga, a balance that keeps him focused as he leads digital transformation projects for manufacturers across North America. Whether you're interested in Salesforce Revenue Cloud, CPQ modernization, AI in sales, or integration strategy, this episode offers practical, real-world insights from someone who's bridging enterprise architecture, business process design, and cloud innovation.

Grab your cafecito ☕️—today we're talking global expansion with Mike from H&Co, who leads their Global Expansion team. From when it makes sense to go international to how tariffs and nearshoring are reshaping strategy, Mike breaks down the real-world playbook for entering LATAM (Mexico, Brazil, Colombia, Chile), UAE/Saudi, Europe, Canada, and more. We also get into culture, careers, and some elite sports-travel stories (World Cup, Wimbledon, El Clásico).What you'll learnHow to know if your company is ready to expand (it's about opportunity, not just revenue)Tariffs & counter-tariffs made simple—and why nearshoring to Mexico/Colombia is boomingEntity setup, tax/accounting/HR/payroll, ERP considerations, and compliance (end-to-end roadmap)Picking your first country: market demand, treaties, ops complexity, and costCulture & execution: why great products still fail without local adaptationCareer path into international business (skills that actually matter)Chapters0:00 Intro & why H&Co partners with Cafecito y Croquetas1:15 Mike's path: Spain → London → Miami & 100+ countries4:00 Why companies expand globally (demand, costs, M&A)6:45 Are you “big enough” to go international?8:10 What H&Co handles: entity, tax, HR/payroll, compliance, ERPs10:30 Picking markets: Mexico, Brazil, Colombia, Chile, UAE, Saudi, EU, Canada13:55 Tariffs explained & the rise of nearshoring18:20 Realities vs. politics: how smart operators adapt21:10 Culture, timelines, and choosing the right structure24:40 Testing demand with digital marketing before you land27:30 Living/working in Spain, UK, Switzerland—business culture lessons31:20 Sports stories: World Cup semis/final, El Clásico, rugby/cricket35:40 Career advice for breaking into global expansion37:00 WrapWho this episode is forFounders, COOs, CFOs, and marketers exploring international growth, cost optimization, and compliance-ready market entry.ConnectGuest: Mike — H&Co (Global Expansion)Host: Stay Tranquilo Network | Cafecito y Croquetas#globalexpansion #career #businesspodcast #morningbrew #business #businesssuccess #miami #globalbusiness #latam #tarrifs #nearshoring #uae #growth Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you letting anxiety and the need to play it safe hold you hostage in your relationships and personal growth? Too often, fear—of rejection, failure, or the unknown—becomes the invisible fence shaping our actions. Perfectionism, procrastination, overthinking, and the constant urge to avoid discomfort can shrink our lives, leaving us disconnected from our true selves and the people we care about most. In this episode, we explore how fear influences perfectionism, anxiety, and avoidance in our relationships and daily lives. Discover compassionate approaches to working with anxiety—learning why fighting it doesn't work, and how, instead, our willingness to acknowledge, understand, and even befriend discomfort can become a gateway to deeper connection and greater freedom. Through practical tools and real-world strategies like "uncertainty workouts," values-based action, and self-compassion, this episode aims to help you navigate the messy, beautiful process of showing up more authentically for yourself and those you care about. Dr. Patricia Zurita Ona is on a mission to help people break free from ineffective, play-it-safe patterns so they can begin living rich, purposeful, and meaningful lives. A trained psychologist, she is the author of seven books and co-author of two more. Her expertise has led her to present workshops at both national and international conferences. She also runs a boutique therapy and coaching practice that specializes in the application of Acceptance and Commitment Therapy (ACT) for anxiety. Passionate about her work, she delights in creating personalized resources for every client she serves.   Episode Highlights 06:03 The interconnectedness of anxiety and its impact on life. 09:07 The importance of accepting anxiety instead of fighting it. 10:02 Using values to guide responses and reduce anxiety's control. 13:50 The need to tolerate discomfort in relationships. 18:53 Navigating fear of commitment and embracing uncertainty. 22:49 Building tolerance for ambiguity and uncertainty. 24:32 How avoiding uncomfortable emotions can increase suffering and relates to trauma and emotional regulation. 29:52 Values-based exposure and compassionate approaches to fear. 33:41 Developing micro skills for managing difficult conversations. 35:41 Integrating self-compassion and Wise Moves for anxiety management. 38:01 Practical resources, parenting insights, and closing reflections.   Your Check List of Actions to Take Take a moment to pause with a deep inhale and exhale, noticing sensations in your body before engaging in difficult conversations or when feeling anxious. Instead of fighting anxiety, recognize it as a protective part of your humanity and make room for it. When anxiety arises, ask yourself what truly matters to you in that moment to guide your response. Embrace uncomfortable feelings in relationships without avoidance, viewing them as essential for growth and authenticity. Intentionally expose yourself to uncertainty in small, manageable ways (like trying a new restaurant or activity) to build tolerance. When fear surfaces, actively choose actions that align with your core values—even if they feel difficult. Treat yourself with gentleness during moments of avoidance, procrastination, or anxiety, recognizing your effort and courage. When facing a fearful situation, pause and check in with your body and thoughts, then proceed with intentionality rather than rushing through.   Mentioned The ACT Workbook for Teens with OCD (*Amazon Affiliate link) (book) Living Beyond OCD Using Acceptance and Commitment Therapy (*Amazon Affiliate link) (book) Escaping the Emotional Roller Coaster (*Amazon Affiliate link) (book) Parenting a Troubled Teen (*Amazon Affiliate link) (book) Acceptance and Commitment Therapy for Borderline Personality Disorder (*Amazon Affiliate link) (book) Acceptance and Commitment Skills for Perfectionism and High-Achieving Behaviors (*Amazon Affiliate link) (book) The ACT Workbook for the Anxious Procrastinator (*Amazon Affiliate link) (book) Dr. Z's Online Classes (link) ERP 461: How to Increase Psychological Flexibility for Healthy Relationships — An Interview with Dr. Steven Hayes ERP 238: How To Find Your Emotional Balance In Relationship 12 Relationship Principles to Strengthen Your Love (free relationship guide) (pdf)   Connect with Dr. Patricia Zurita Ona Websites: thisisdoctorz.com | eastbaybehaviortherapycenter.com Facebook: facebook.com/EastBayBehaviorTherapyCenter | facebook.com/Dr-Z-102029237841421 X: twitter.com/DrZ_behaviorist YouTube: linkedin.com/in/patricia-e-zurita-ona-psy-d-949b5a15 Instagram: instagram.com/dr.z.passionatebehaviorist  

This episode unpacks how OCD shows up from conception through postpartum—and shares compassionate, evidence-based tools (especially ERP) to help you move from fear to values-based parenting.

In this deeply informative episode, I'm joined by licensed marriage and family therapist Melissa Mose, LMFT, who brings 30 years of clinical experience to the table and a unique approach to treating OCD by integrating Internal Family Systems (IFS) with traditional methods like Exposure and Response Prevention (ERP). Melissa shares how a personal experience—her daughter's sudden-onset OCD—propelled her into the world of OCD treatment and changed the direction of her career. We talk through how OCD manifests, why traditional ERP can be both life-changing and difficult for people, and how IFS can offer a more compassionate, effective way to approach healing by helping clients access their internal "Self." We also discuss Melissa's new book for clinicians, her training work, and the upcoming OCD SoCal Conference happening online on November 15–16, 2025.

In episode 511 I chat with Melissa Mose. Melissa is a Licensed Marriage and Family Therapist who treats OCD. Melissa is president of the IOCDF affiliate OCD SoCal. We discuss her new book for therapists on internal family systems therapy (IFS) for OCD, what is IFS, integrating IFS and exposure and response prevention therapy (ERP), working with parts that get in the way of therapy, noticing and working with OCD parts, understanding parts of us, understanding OCD parts in detail so that we can notice intuition better, and much more. Hope it helps. Show notes: https://theocdstories.com/episode/melissa-511 The podcast is made possible by NOCD. NOCD offers effective, convenient therapy available in the US and outside the US. To find out more about NOCD, their therapy plans and if they currently take your insurance head over to https://go.treatmyocd.com/theocdstories Join many other listeners getting our weekly emails. Never miss a podcast episode or update: https://theocdstories.com/newsletter