Podcasts about ERP

Send us a textAI-native ERP platforms are fundamentally redefining what buyers should expect from enterprise systems, not just in how they automate work, but in how they are architected, implemented, and governed over time. In this independent, evidence-based review of DualEntry—one of the most visible AI-first ERP platforms—we move beyond vendor marketing to evaluate its data model, product design philosophy, investor alignment, market positioning, customer narratives, and community discourse, all through the lens of a real-world ERP selection project. The analysis then benchmarks DualEntry against both AI-native peers and traditional ERP platforms to surface where these systems deliver material advantages, where structural tradeoffs emerge, and what long-term risks may be accumulating beneath the innovation narrative. Designed for executives and ERP selection teams, the session provides a selection-ready framework to determine whether AI-native ERP platforms like DualEntry genuinely fit your business model, industry complexity, and growth trajectory.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ, Andy Pratico from Essential Software Solutions, and Phil Coerper from Ringling Business Solutions conduct an in-depth independent review of a leading AI-native platform DualEntry.Video: https://www.elevatiq.com/events-and-webinars/dualentry-an-ai-native-erp-platform-an-independent-in-depth-review/Questions for Panelists?

In this episode, the hosts dissect a high-revenue, fast-scaling precious metals buyer that might be both a goldmine and a landmine—complete with potential regulatory issues, cash-heavy operations, and lending red flags.Business Listing - https://dashboard.dealforce.com/deals/profiles/Profile69159.pdfWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9Vr

What happens when the rush toward AI collides with the messy reality of enterprise data that was never designed for it? That is exactly where this fast-tracked episode with Kevin Dattolico from Syntax begins. Before we even hit record, we were swapping stories about music, travel, and a certain farewell concert that set the tone for a conversation that was both grounded and unexpectedly human. But once we got going, the discussion quickly shifted to one of the biggest blind spots I keep hearing about at tech conferences around the world. AI ambition is running far ahead of data readiness. Kevin leads Syntax across the Americas, working with organizations that rely on SAP, Oracle, and complex cloud environments to run their businesses. In our conversation, he shares why many AI initiatives stall or quietly reset the moment they touch real production data. Proofs of concept can look impressive in isolation, but once AI starts interacting with live operational systems, the cracks appear. Inconsistent data, duplicated records, missing context, and governance gaps all surface at once. The result is confusion, unpredictable outputs, and a growing realization that the issue is rarely the model itself. We dig into why ERP data has traditionally been trusted, while unstructured data across emails, documents, sensors, and logs often tells a very different story. Kevin explains where the real friction shows up when companies try to bring those worlds together, and why assumptions about data quality tend to break long before the technology does. It is a refreshingly honest look at what usually goes wrong first, and why leaders are often blindsided even after years of investment. One of the strongest themes in this episode is the shift Kevin sees from AI-first thinking toward a data-first mindset. That does not mean abandoning AI spend. It means rebalancing priorities so those investments actually deliver outcomes the business can stand behind. We talk about what consolidation, cleansing, and transformation look like at enterprise scale, especially for organizations carrying decades of technical debt and fragmented systems. The conversation also takes a thoughtful turn around governance, trust, and leadership. Kevin shares how the role of the chief data officer is changing from gatekeeper to enabler, and why modern governance has to support speed without sacrificing accountability. Along the way, he reflects on the risks of pushing ahead with weak data foundations, particularly in regulated industries where the cost of getting it wrong can be operational, reputational, or worse. And then there is the moment that caught me completely off guard. When I asked Kevin to look back on his career and reflect on someone who made a difference, his answer led to one of the most moving stories I have heard in thousands of interviews. It is a reminder that behind every transformation story, there are people who quietly shape the path forward. If you are wrestling with AI expectations, data reality, or simply wondering whether everyone else feels just as overwhelmed by this shift, this episode will resonate. The challenges Kevin describes are far more common than most leaders admit, and the opportunities for those who get the foundations right are real. So as AI continues to dominate boardroom conversations, are you confident your data is ready to support the decisions you are asking it to make, or is it time to pause and rethink what sits underneath it all? Useful Links Connect with Kevin Dattolico Learn more about Syntax Thanks to our sponsors, Alcor, for supporting the show.

Topics: (00:00:00) - Intro (00:03:43) - Heroes and inspirations (00:07:14) - The rise of Chinese electric vehicles (00:12:13) - The Tesla experience (00:31:04) - Tesla's rapid development and industry impact (00:32:54) - The culture of speed and frugality at Tesla (00:34:10) - Elon's leadership and pressure tactics (00:37:22) - Transitioning from Tesla to Waymo (00:39:43) - Waymo's organizational structure and challenges (00:43:35) - The future of autonomous vehicles (00:54:34) - Founding Light Source and addressing procurement issues (01:00:23) - Conclusion and final thoughts Links: LightSource - https://lightsource.ai/ Spencer on LinkedIn - https://www.linkedin.com/in/spenpenn/ Preorder the Book of Elon - https://a.co/d/02huhEee To support the costs of producing this podcast:  >> Buy a copy of the Navalmanack: www.navalmanack.com/  >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage  >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! Quotes from Spencer: “It was the most fun I never want to have again.” (Describing his time at Tesla during the Model 3 production ramp) “The Model 3 seat feel is attuned directly to Elon's butt.” “I'm not an Elon fanboy, but I'm also not a critic. I'm an optimist.” “Speed wins. After seeing both Tesla and Waymo, that's my belief.” “We were the underdog. Eventually, it does end up feeling like you're on the winning team.” “You couldn't go into a meeting with Elon and show up empty-handed.” “This opportunity we're pursuing at LightSource should have disappeared 20 years ago.” “ERP is the finance system of record. What's Salesforce in reverse? That's LightSource.” “The thing that surprised me: every company still runs procurement on spreadsheets and email.” “Tesla built their own ERP system from scratch. That's not normal.” “There are things that are just core to the P&L of every business… and yet completely orphaned in the tech stack.”

What mechanisms actually drive sustainable growth? What if your business processes were predictable and repeatable?In this episode of The Business Ownership Podcast I interviewed Nick Foy. Nick - Founder, CEO, Chief Evangelist - Over 30 years of experience working in business and technology consulting and leadership have led Nick to focus on "democratizing ERP" for effective and consistent growth. His company provides access to world-class processes, systems, and change management methods regardless of their size or budget. With over 30-years of experience in business and technology consulting and leadership positions at Amazon, and Capgemini Consulting. Scaling isn't about working harder — it's about better systems. Learn how to build mechanisms for business.Check this out!Show Links:Nick Foy on LinkedIn: https://www.linkedin.com/in/nickfoy/Silverdale Website: https://www.silverdaletech.com/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Send us a textThis week's enterprise software news highlights a widening gap between glossy innovation narratives and the hard operational and governance realities shaping buyer risk. On the innovation side, BlackLine's launch of Verity for the Office of the CFO, Tray.ai's Agent Hub, Genstore's $10M seed round, and Blue Yonder's new TMS features underscore the accelerating push toward AI-enabled automation and orchestration layers across finance, integration, and supply chain. Versori's partnership with Fluent Commerce and Acumatica's 2025 R2 update further signal growing emphasis on ecosystem connectivity and incremental platform modernization. At the same time, the darker counterpoint is impossible to ignore: Zimmer Biomet's $172M ERP lawsuit against Deloitte, a major European city council's continued delays in fixing a failed Oracle system, and the EU Commission's investigation into SAP's practices reinforce how execution risk, vendor governance, and regulatory scrutiny are now front-and-center issues for enterprise buyers. Taken together, these developments reflect a market bifurcating between rapid AI-driven experimentation and escalating consequences for large-scale ERP missteps—raising the strategic stakes for both technology selection and transformation leadership.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=_tFlYu6W_iwQuestions for Panelists?

Digital banking in 2026 is shaping up to be an efficiency race driven by ERP connectivity, instant payments, and the shift toward small business "hub" experiences. In this episode, Debbie Smart previews what the 2026 State of Commercial Banking reveals about where AI is becoming practical, why integration is the real battleground, and what banks need to deliver to stay primary in the relationship. Related Links [Webinar] 2026 State of Commercial Banking https://event.on24.com/wcc/r/5161232/8BB4637FACD9F95388E41F4A3B668E53  [LinkedIn] Debbie Smart https://www.linkedin.com/in/debbiesmart/ 

Send us a textThe top retail digital transformation trends for 2026 capture a fundamental shift from incremental modernization to structural re-architecture, driven by the collision of macroeconomic headwinds and on-the-ground operational strain. Geopolitical volatility, persistent inflation, and a cooling global economy are tightening capital discipline and reshaping risk tolerance, while margin compression, rising fulfillment complexity, and escalating customer expectations are forcing retailers to reengineer how work actually gets executed across merchandising, supply chain, and customer operations. This framework is intentionally practical, not theoretical: it helps retail buyers diagnose architectural fragility and sequence modernization investments with economic reality in mind; it signals to software vendors where R&D will generate durable market pull rather than novelty-driven noise; and it gives executives a forward-looking map of which platforms, data strategies, and functional ecosystems are accumulating strategic gravity as the industry resets.In this episode, our host Sam Gupta discusses the top 10 retail digital transformation trends in 2026. He also discusses how these trends would impact business models and the specific steps executives need to take as they plan their retail transformation initiatives. Finally, he shares the advantages for these strategies and how they would help navigate current macroeconomic headwinds.Video: https://www.youtube.com/watch?v=aN8BupegUZ4Read: https://www.elevatiq.com/post/top-retail-digital-transformation-trends/Questions for Panelists?

In episode 523 I chat with Angie who has kindly agreed to share her OCD story with us.  We discuss health anxiety, contamination themed OCD, and suicidal themed OCD. Doubting whether it's OCD or not, compulsions, uncertainty, getting therapy including exposure and response prevention therapy (ERP), relationships, exercise, having a dog in relation to OCD, and much more. Hope it helps.   Show notes: https://theocdstories.com/episode/angie-523 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 

Industrial Talk is talking to Martin Weber, CEO at SPARETECH about "Tools to effectively manage spare parts inventory to reduce cost and improve optimization". Martin Weber from SPARETECH discussed their innovative spare parts management solution on the Industrial Talk podcast. Weber highlighted the challenges of managing spare parts, including high inventory levels and inefficient procurement. SPARETECH's software integrates with ERP and CMMS systems to optimize inventory, reduce costs, and improve efficiency. They have a database of 40 million parts and use AI to standardize part descriptions. Weber emphasized the importance of manual data extraction for the first six months to achieve ROI within a year. The company successfully rolled out their solution in 300 factories globally in 2022. Outline Introduction and Welcome to Industrial Talk Industrial Talk podcast, sponsored by CAP Logistics, emphasizing the importance of 24/7 insights into supply chains.Scott Mackenzie, welcomes listeners and highlights the podcast's focus on industry innovations and trends.Scott expresses gratitude to listeners and introduces Martin Weber from SPARETECH, highlighting the company's advanced technology.Scott encourages listeners to connect with SPARETECH and Martin, describing the industry as an exciting roller coaster. Encouragement to Start a Podcast in 2026 Scott urges listeners to start their own podcast in 2026, emphasizing its strategic value and return on investment (ROI).The podcast is seen as a way to build subject matter expertise and humanize business communication.Scott believes that human interaction will remain crucial even with advancements in automation and AI.The podcast is presented as a cost-effective way to differentiate and connect with customers and prospects. Technical Setup and Personal Background of Martin Weber Scott shares his experience with starting a podcast, including the challenges of setting up equipment.Martin Weber, introduces himself, mentioning his background at Porsche and his role in building a new factory.Martin explains his transition to SPARETECH and his passion for the spare parts industry.Martin highlights the complexities of managing spare parts and the potential for significant cost savings. Challenges and Opportunities in the Spare Parts Industry Martin discusses the challenges of managing spare parts, including the need for accurate data and efficient inventory management.He explains how SPARETECH helps companies audit their spare parts and optimize their inventory levels.Martin emphasizes the importance of accurate data to avoid unnecessary costs and waste.The conversation touches on the potential for significant cost savings by optimizing spare parts management. Implementation and Integration of SPARETECH Solutions Martin describes the process of integrating SPARETECH's software with existing ERP and CMMS systems.The software helps companies manage their spare parts inventory more efficiently, reducing costs and improving availability.Martin highlights the importance of involving decision-makers in the change management process.The software's powerful search and identification features help users quickly find and manage spare parts. Efficiency Gains and Return on Investment Martin explains how SPARETECH's software helps companies optimize their inventory levels and reduce capital tied up in spare parts.The software provides access to a database of 40 million parts, including supplier information, to help companies find the best deals.Martin discusses the potential for...

In this episode of Run the Numbers, CJ sits down with Dan Griggs, CFO of Intercom, to break down how finance leaders should think about pricing, forecasting, and resource allocation in the AI era. Dan explains why “it's not zero” is his guiding forecasting principle, how Intercom landed on 99 cents per AI resolution for Fin, and what it means to build an AI product that could eventually cannibalize a successful SaaS core. A candid look at managing uncertainty while still making bold bets.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS:Dan on LinkedIn: https://www.linkedin.com/in/dan-griggs-0970181/Intercom: https://www.intercom.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Inside Rocket Companies: M&A, Metrics, and Mortgage Moats | Brian Brownhttps://youtu.be/ttedn4AULt8—TIMESTAMPS:00:00:00 Cold Open00:01:03 Intro to Dan Griggs and Intercom's AI Pivot00:02:45 From Ice Cream to SaaS: Early Finance Lessons00:04:19 Learning the Business by Living the Operations00:06:26 Why Operational Reality Shapes Better Forecasts00:08:00 “It's Not Zero”: Forecasting the Unknowable00:10:09 Scenario Planning, Ambiguity, and Psychological Safety00:11:23 Sponsors — Brex | Metronome | RightRev00:14:43 Keeping a Mental Model of Key Business Metrics00:16:15 Using Mental Math to Sanity-Check Forecasts00:17:28 Core Ratios Every CFO Uses to Vet Decisions00:19:13 The Burn-the-Boats Moment for Intercom's AI Pivot00:20:53 Why AI Was an Existential, Not Incremental, Bet00:22:21 Which SaaS Categories AI Can Fully Replace Work00:23:04 Why Finance Hasn't Had Its AI Moment Yet00:23:39 Sponsors — Rillet | Tabs | Abacum00:27:05 Why Fin Needed Outcome-Based Pricing00:28:59 The Tradeoff Behind $0.99 Per Resolution00:30:46 Why Support Conversations Vary in Complexity00:32:01 What Drives the Unit Economics of AI Resolutions00:33:08 How Intercom Chooses Models as Costs Fall00:35:19 Replacing Generic LLMs With Domain-Specific Models00:36:08 Selling an AI Product That Could Cannibalize the Core00:38:50 Founder CEOs Versus Professional CEOs00:41:47 Hiring Mistakes and Acting on Instincts00:44:28 Intercom's Finance Software Stack00:45:49 The Craziest Expense Request#RunTheNumbersPodcast #Intercom #AICustomerSupport #OutcomeBasedPricing #CFOInsights 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

Everyone has intrusive thoughts. With OCD, the difference is that they tend to escalate from 0 to 100 in an instant. Author John Green compares it to a snowstorm: three flakes, then four—then suddenly you're in a complete whiteout where nothing else exists.In this video, John opens up about how intrusive thoughts feel for him, and how OCD's fear and dread used to drown out everything—even the people he loved most. He also shares how getting the proper treatment for OCD has taught him to catch thought spirals earlier and respond differently, giving him back time and energy to spend on writing, being with his kids, and actually living his life.At NOCD, we specialize in exposure and response prevention therapy (ERP), the most effective treatment for OCD—a treatment that can help you live a fulfilling life. If you're ready to take your first step, book a free 15-minute call with us at https://learn.nocd.com/YT Hosted on Acast. See acast.com/privacy for more information.

To start the week with big ERP news, Acumatica kicked off their yearly conference, Acumatica Summit 2026. In other news, IFS announced its financial results for the fiscal year ending December 31, 2025. Then, Sage announced a global partnership with Augusta Labs, the applied AI lab that helps enterprises build and scale AI transformation. Finally, Workday announced its plans to invest CAD $1 billion in Canada over the next five years.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

Distributors often bemoan the AI "revolution" for its lack of practicality. Fair enough. No one likes an endless loops of recorded prompts or laborious input tasks. Workd helps businesses build AI agents that drive B2B growth in the real world.  Jason caught up with Chris Van Ittersum, CEO and co-founder, and Ryan Carroll, director of development, to learn more. Queue up for the conversation about AI agent solutions for everything from customer relationships to supply chain logistics. Stay for the live AI agent demo! CONNECT WITH JASON LinkedIn CONNECT WITH CHRIS Workd LinkedIn CONNECT WITH RYAN Workd 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 by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Profit2, helping distributors charge the right price; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

On the second full day of the Acumatica Summer 2026, Josh Greenbaum crashes the show with Jon to make sense of Acumatica's cloud ERP customer impact as the AI plot thickens. We get into our candid talks with customers, partners and Acumatica leadership, and what we found in our own session crashing also. (Brian Sommer was not able to make it in person, look out for a virtual show review with Brian soon).

When parents start looking for help for a child with OCD, the process can feel confusing, overwhelming, and high-stakes. Between therapy options, medication questions, and different levels of care, it's hard to know what actually matters — and what doesn't.In this episode, I break down what parents really need to know when seeking treatment for OCD.We talk about why the therapist's training matters more than their degree, and what specific approaches are most effective for OCD. I explain the importance of evidence-based modalities like CBT with ERP, ACT, and why family involvement is essential, especially for kids and teens.I also walk through the different levels of care, from outpatient therapy to intensive and residential programs, and how to know when a higher level of support may be appropriate.For parents considering more intensive treatment, I share key questions to ask programs so you can better understand whether the environment is truly appropriate for a child with anxiety or OCD, including how much individual therapy is provided, the mix of diagnoses in the program, and the overall level of safety and stability.Finally, I touch on several well-known OCD treatment programs parents often hear about, and how to think through these options thoughtfully.This episode is designed to help parents feel more informed, more grounded, and more confident as they navigate treatment decisions, because finding the right support can make a meaningful difference in your child's recovery.If you are new to this OCD journey, take my free OCD webinar, 5 Things Every Parent Needs to Know When Helping Their Child with OCD.***This podcast episode is sponsored by NOCD. NOCD provides online OCD therapy in the US, UK, Australia and Canada. To schedule your free 15 minute consultation to see if NOCD is a right fit for you and your child, go tohttps://go.treatmyocd.com/at_parentingThis podcast is for informational purposes only and should not be used to replace the guidance of a qualified professional.Parents, do you need more support?

Ever felt like no matter how much you prepare for an important conversation with your partner, you still end up missing each other entirely? In the heat of tough conversations, even the best intentions can get lost as tension rises and defenses go up. It's all too easy for moments of misunderstanding to snowball, leaving both people feeling disconnected and unsure how to find their way back to each other. In this episode, you'll discover a radically simple approach to transforming those tense moments into opportunities for true connection. Looking through the lens of openness, which the conversation calls the "aperture effect," you'll learn why slowing down, becoming mindful, and attuning to each other's emotional states can help you break free from unhelpful patterns. Explore practical techniques to foster emotional safety, collaboration, and presence so you can turn even challenging interactions into pathways for deeper understanding and closeness. Kathryn Ford, M.D., is a psychiatrist, couples therapist, and author. Her work is a unique integration of mindfulness, psychotherapy, and neuroscience. After receiving her M.D. degree from Brown School of Medicine, Dr. Ford completed a residency in psychiatry at Stanford University School of Medicine. Her meditation practice and studies developed her understanding of the power of mindfulness for building deeper, more resilient relationships. She has taught at Stanford Continuing Studies, Stanford Medical School, and  Santa Clara University, and publishes regularly online in Psychology Today.   Episode Highlights 04:02 The Aperture Effect—an exploration at the intersection of psychiatry, mindfulness, and neuroscience. 09:40 What happens when openness shuts down in conversation? 11:26 The brain's role in relationship dynamics and mindful self-awareness. 15:23 Recognizing and responding to real-time emotional signals. 17:14 How our openness fluctuates moment to moment: Practical awareness skills. 21:08 Why slowing down changes everything: Strategies for connection over resolution. 26:06 Openness on a continuum: Tracking your state in challenging conversations. 29:16 Regrouping when things get rocky: Navigating pauses and timeouts. 33:53 Moving between vulnerability and defensiveness. 38:13 Vulnerability as the pathway to connection. 42:18 The power of naming your emotional state. 43:30 Learning and practicing aperture awareness and mindfulness.   Your Checklist of Actions to Take Practice mindful pausing: When you notice tension or confusion in conversations with your partner, pause for a deep breath to ground yourself and slow the interaction. Regularly check in with yourself during discussions. Ask, "Am I open or closed right now?" and observe your body for cues like warmth (open) or tension (closed). Use the "Two Sentences" exercise by limiting your speaking turns to one or two sentences and then pausing, giving both you and your partner time to process before responding. Be explicit about your emotional state, for example, saying, "I'm feeling a bit vulnerable discussing this," to invite empathy and understanding. When things get heated, intentionally slow down the dialogue. Avoid rapid-fire responses and give space for reflection. Call a timeout if needed: If either partner rates their openness as a 4 or lower (on a 1-10 scale), suggest a short break to allow both people to regroup and prevent escalation. Reassure and regroup: Offer reassurance like, "I didn't mean to sound harsh," and check if both partners feel ready to continue before moving forward. Acknowledge the need for ongoing conversations: Accept that not every topic needs a final resolution. Focus on maintaining connection, trust, and openness even when issues remain unresolved.   Mentioned The Aperture Effect (*Amazon Affiliate link) (book) Polyvagal Theory (website) Gottman Institute (website) Emotionally Focused Therapy (EFT) (*Psychology Today) (link) ERP 340: The Essential Skill Of Tracking Openness in Relationship — An Interview With Dr. Kathryn Ford 12 Relationship Principles to Strengthen Your Love (free guide)   Connect with Kathryn Ford M.D. Websites: kathrynfordmd.com Facebook: facebook.com/KathrynFordMD Instagram: instagram.com/KathrynFordMD LinkedIn: linkedin.com/in/kathryn-ford-m-d-1a675b2b Substack: substack.com/@kathrynfordmd   Connect with Dr. Jessica Higgins Facebook: facebook.com/EmpoweredRelationship  Instagram: instagram.com/drjessicahiggins  Podcast: drjessicahiggins.com/podcasts/ Pinterest: pinterest.com/EmpowerRelation  LinkedIn: linkedin.com/in/drjessicahiggins  Twitter: @DrJessHiggins  Website: drjessicahiggins.com   Email: jessica@drjessicahiggins.com  

Send us a textThis cluster of announcements illustrates how enterprise software vendors are converging on monetizable AI, composable ecosystems, and domain-specific depth rather than headline platform reinvention. Product expansions such as BillingPlatform's RevenueIQ suite, Epicor's outcomes-based ERP AI agent, and BlackLine's Verity for the CFO signal a shift toward AI that is tightly anchored to measurable financial and operational outcomes. At the same time, M&A and alliances—including IFS acquiring 7bridges, Salesforce's planned acquisition of Regrello, QAD partnering with Esker, and Versori partnering with Fluent Commerce—reinforce a strategy of filling execution gaps through targeted capabilities rather than broad-suite sprawl. Underpinning much of this activity, Oracle's deployment of GPT-5 across its database and SaaS portfolio underscores how foundational AI services are becoming embedded infrastructure, while workforce and go-to-market expansions from ActivTrak and Capacity's acquisition of KLaunch highlight continued investment in productivity, adoption, and execution at the edges of the enterprise 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 vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=KdCqxl1NXBIQuestions for Panelists?

In this first episode of our audible case study series featuring corporates from the latest Journeys to Treasury report, Ben Poole (TMI) sits down with Bobbie Eiseman (Comcast) to explore the company's multi-year treasury transformation. From implementing a multinational notional pool to enhancing short-term borrowing strategies, Bobbie shares the milestones, breakthroughs, and tangible benefits for both treasury and the wider business. Our guest also discusses the human and cultural challenges of centralising cash, rationalising banking partners, and upgrading ERP systems, while offering insights on future initiatives, cloud adoption, and the evolving role of treasury in a global enterprise.

Send us a textWhen evaluating the CRM category, our analysis intentionally moves beyond CRM modules embedded within ERP systems and instead focuses on best-of-breed CRM platforms and the full spectrum of capabilities that define modern customer engagement. This includes not only core operational CRM functions such as sales force automation and pipeline management, but also upstream marketing automation, downstream customer experience and service workflows, contact center operations, events, search, and the increasing convergence with CMS and website capabilities that anchor the digital customer journey. While vendors may brand these pillars as Sales Cloud, Marketing Cloud, or reposition them around AI- and agentic-workflow narratives, the underlying architecture remains consistent, and strategic orientation matters: some platforms are designed for specific micro-verticals with tightly integrated suites, while others pursue broad horizontal coverage. These choices materially affect extensibility, process design, and long-term fit, particularly across B2B versus B2C use cases, where many CRM systems struggle with complex B2B sales cycles—driving continued demand for low-code and no-code customization and deeper integration across CRM, eCommerce, and CMS ecosystems.In this episode, our host Sam Gupta discusses the top 10 CRM systems in 2026. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=kBLUBdDuWQcRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?

In this episode of Run the Numbers, CJ sits down with Maria Izurieta, CFO of Huntress, to unpack what it really means to lead finance as a connective tissue across the organization. Drawing on experience across VC-backed, PE-owned, and public companies, Maria shares how she balances impact versus perfection, builds trust through small wins, and helps teams move from transactional finance to insight-driven decision making. They dig into data transparency, centralized BI, partnering with sales and marketing on revenue, and why the best CFOs unblock friction instead of becoming the “no” department — all while bringing a deeply people-first lens to scale.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS:Maria on LinkedIn: https://www.linkedin.com/in/maria-izurieta-909a3b/Company: https://www.huntress.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:How the Best CFOs Lead Without Being the CEO | Ken Stillwellhttps://youtu.be/O4cx9NBqQso—TIMESTAMPS:00:00:00 Preview and Intro00:01:01 Maria's Background00:03:09 People-First Team Building00:05:16 People, Process, Systems at Scale00:07:13 Removing Friction Outside Finance00:09:15 Data Transparency & Decision-Making00:11:06 Sponsors — Abacum | Brex | Metronome00:14:22 Forward-Deployed Data00:16:21 Centralized Data vs. Silos00:19:23 Finance as Data Steward00:21:08 Cost-to-Price Feedback Loop00:22:35 Curiosity Builds Credibility00:23:43 Sponsors — RightRev | Rillet | Tabs00:27:12 Trust First, Then Impact00:30:27 Celebrating Small Wins00:31:21 From Transactions to Insights00:33:00 CFO at the Revenue Table00:34:32 Educating the Org on Metrics00:36:21 Customer-Level Margin Reality00:37:13 Using Facts to Change Decisions00:38:27 Ownership Mindset in Growth Companies00:39:10 VC vs. PE vs. Public CFO Tradeoffs00:41:02 Operating Inside Constraints00:42:18 Finding Your Stage Fit00:44:17 Building a Personal Advisor Network00:46:43 Visibility and Women in Leadership00:47:44 Work–Life Integration, Not Balance00:48:45 Lightning Round: Biggest Mistake00:50:10 Advice to Younger Self00:51:36 Finance Tech Stack00:52:01 Craziest Expense Story00:52:44 Credits#RunTheNumbersPodcast #CFOLeadership #ScalingCompanies #DataDrivenDecisions #ExecutiveLeadership 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 in-depth episode of Breaking the Rules, we unpack two commonly confused but fundamentally different clinical presentations: moral scrupulosity (OCD) and Obsessive Compulsive Personality Disorder (OCPD). While they may look similar on the surface—perfectionism, rigid values, intense guilt—the treatment implications couldn't be more different.The conversation explores how moral scrupulosity shows up across children, teens, and adults, often hiding beneath “good behaviour,” people-pleasing, over-apologising, and chronic self-monitoring. We also dive into why some clients become stuck in ERP when the underlying issue isn't OCD at all, but rigidity, control, and ego-syntonic perfectionism associated with OCPD.This episode is especially valuable for clinicians navigating stuckness, treatment resistance, or confusing presentations—and for anyone who has ever felt trapped by the need to be a “good person.”

In the January edition of the Enterprise month in review, we interviewed Louis Columbus with the burning question: are ERP and supply chain vendors ready for AI security, and new attack vectors like prompt injection? Louis has been nailing this on his Venture Beat AI security blog - so we put him in the hot seat to see what we could learn. This podcast is only the Columbus interview, which has been optimized for sound quality. If you want to see the full video replay with slides, check: https://youtube.com/live/-DQBB6mYJ_g.

On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris breaks down the biggest stories shaping freight right now — from Winter Storm Fern threatening major U.S. freight corridors to consolidation moves and rail investments impacting the market. Malcolm is joined by two industry heavy-hitters for a jam-packed conversation covering technology, operations, and money on the ground: Steve Shebuski, VP of Presales at MCA Connect, dives deep into how TMS, WMS, ERP, and Dynamics 365 are transforming distribution, warehousing, and fulfillment. Steve explains where companies get digital transformation wrong, how to orchestrate (not just automate) supply chains, and why clean data, integration, and human judgment still matter — even in an AI-driven future. Kimberly “Kim” Fisk, President of Triumph, brings real-world insight into small carrier financing and cash flow strategy. From instant invoice approval and predictable capital to fraud prevention and back-office automation, Kim explains how fast, reliable access to cash is changing how carriers make decisions, survive tight markets, and plan for long-term growth. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris breaks down the biggest stories shaping freight right now — from Winter Storm Fern threatening major U.S. freight corridors to consolidation moves and rail investments impacting the market. Malcolm is joined by two industry heavy-hitters for a jam-packed conversation covering technology, operations, and money on the ground: Steve Shebuski, VP of Presales at MCA Connect, dives deep into how TMS, WMS, ERP, and Dynamics 365 are transforming distribution, warehousing, and fulfillment. Steve explains where companies get digital transformation wrong, how to orchestrate (not just automate) supply chains, and why clean data, integration, and human judgment still matter — even in an AI-driven future. Kimberly “Kim” Fisk, President of Triumph, brings real-world insight into small carrier financing and cash flow strategy. From instant invoice approval and predictable capital to fraud prevention and back-office automation, Kim explains how fast, reliable access to cash is changing how carriers make decisions, survive tight markets, and plan for long-term growth. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Run the Numbers, CJ sits down with Ken Stillwell, CFO and COO of Pegasystems, to explore the realities of leading from the second seat. Ken shares hard-earned lessons from guiding Pega through the shift from term licenses to ARR and ACV, including how to rework sales compensation without losing trust or momentum. They discuss the limits of KPI obsession, the importance of directional clarity over false precision, and why private equity often drives sharper execution than public markets—and how to apply that discipline while still playing the long game.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS:Ken on LinkedIn: https://www.linkedin.com/in/ken-stillwell-83a499a/Pegasystems: https://www.pega.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:How Finance Becomes a GTM Partner, Not a Bottleneck | Chris Brubakerhttps://youtu.be/T2YjdoiJtFA—TIMESTAMPS:00:00:00 Preview and Intro00:02:57 Sponsors — Tabs | Abacum | Brex00:07:26 The Strategic Value of Being Number Two00:08:46 Earnings Calls, Messaging, and Real-Time Judgment00:10:41 Using Feedback to Sharpen Executive Communication00:11:38 CFOs as Storytellers & Message Repetition00:12:31 Managing Up: Reading the Room00:13:59 Learning the Hard Way: Misreading Dynamics00:15:18 Confidence, Aggression, and Early CFO Mistakes00:15:58 Sponsors — Metronome | RightRev | Rillet00:19:45 When to Email vs Pick Up the Phone00:22:48 Tailoring Communication to Different Functions00:23:23 Audience-Specific Messaging: “Why Me?”00:25:24 Values vs Behaviors in Leadership00:28:13 Why Big Changes Need Anchoring00:31:14 Moving Pega to the Cloud00:32:43 Rewiring Sales Comp for ARR & ACV00:34:56 Sales Credibility Breakdowns with Customers00:36:20 Economics vs Trust in Sales Teams00:37:48 Balancing Field Feedback with Company Goals00:39:17 De-Emphasizing New Logos to Fix the Sales Model00:41:12 The Danger of Over-Obsessing on KPIs00:42:51 Public vs Private: Incentives and Operating Discipline00:45:57 Why Companies Go Private: Motivation Over Patience00:47:29 The Shrinking Public Markets00:47:57 Private vs Public CFO Mindsets00:49:39 Meeting Investors Where They Are00:50:16 A Risky Decision That Paid Off: Going All-In on the Cloud00:51:29 Long-Ass Lightning Round00:53:24 Ken's Finance Tech Stack & Craziest Expense00:54:39 Credits#RunTheNumbersPodcast #CFOLeadership #ExecutiveCommunication #SalesStrategy #PublicVsPrivate 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 engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today's collaborative environment.Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.Expect to Learn:The two core competencies every great FP&A professional must masterWhy “getting out from behind the screen” matters for business insightHow AFP curates learning and networking experiences for finance professionalsWhat to expect from AFP's FP&A Forum and Annual ConferenceHow to avoid low-value work and focus on driving business impactThis episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today's finance landscape.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 Bryan:LinkedIn - linkedin.com/in/bryan-lapidus-fpacCompany - https://www.linkedin.com/company/association-for-financial-professionals/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[03:33] – What Is AFP?[05:38] – What Makes Great FP&A?[13:34] – Inside the AFP Conference[18:13] – How AFP Chooses Conference Tracks[23:12] – AFP FP&A Forum Highlights[27:30] – How Soft Skills Shape Career...

Technology modernization in manufacturing is not a list of shiny tools. It is a sequencing problem. In this episode of Manufacturing Hub, Vlad Romanov and Dave Griffith break down why the executive vision for AI often collides with the reality of the plant floor, and what a practical path forward actually looks like when you account for data quality, legacy controls, networking, and the true cost of integration.A core theme in this conversation is imperfect information. Leaders often believe the data already exists because reports exist. But a stack of paper, a few spreadsheets, or a single counter value is not the same as contextualized, trustworthy history that can drive decisions or support advanced analytics. Vlad and Dave walk through why foundational work matters, what teams usually miss during modernization, and how quickly the bill grows when you discover your architecture is outdated, undocumented, or full of dependencies you cannot see until you open panels and start tracing signals.You will also hear a grounded debate on how to think about SCADA, MES, historians, dashboards, and what it would actually mean to “feed data into AI” in a manufacturing context. The takeaway is simple. If you want better outcomes, you need a better understanding of your current state, a clear business case, and a roadmap that prioritizes what matters operationally. Modernization is not one big upgrade. It is a series of decisions that either reduce friction or create it.About the hostsVlad Romanov is an industrial automation and manufacturing expert focused on plant assessments, controls and data architecture, IT and OT integration, and workforce upskilling. Vlad has over 10 years of experience across large manufacturers and complex multi site environments, working from PLC and HMI layers up through SCADA, MES, and ERP integration programs. He is the founder of Joltek, where the mission is to help manufacturers modernize safely, build internal capability, and deliver results that actually survive handoff to operations.Learn more about Joltekhttps://www.joltek.comhttps://www.joltek.com/servicesDave Griffith is an industrial automation practitioner and consultant who works closely with manufacturers to modernize legacy environments, improve reliability, and build practical systems that operators and maintenance teams can support. Dave brings a strong perspective on what is feasible in real plants, where uptime, risk, budget, and organizational readiness drive every decision.Timestamps00:00:00 Welcome and why this month is about technology modernization00:02:10 The real problem with “just add AI” in manufacturing00:04:15 Quick background on Vlad and Dave and the work they do00:05:25 The disconnect between the perfect factory vision and the plant floor00:06:25 Vlad on business cases, integration reality, and infrastructure gaps00:09:05 Dave on imperfect information and why reports are not data00:14:35 What executives actually want from AI and why it is often about people constraints00:20:25 How to get there, hardware first, data normalization, and context00:22:05 Vlad on assessments, legacy hardware, and why upgrades get complicated fast00:39:00 New facility planning mistakes and why early decisions lock you in00:45:10 You have the data, now what, OEE baselines, bottlenecks, and root causes00:58:10 Final takeaways, inventory your architecture and treat data like an assetReferences and links mentionedManufacturing Hub Podcasthttps://www.manufacturinghub.liveProveIt Conferencehttps://www.proveitconference.comAutomate Showhttps://www.automateshow.comIgnition Community Conferencehttps://icc.inductiveautomation.comIf you are watching on YouTube, subscribe so you do not miss the rest of this month's deep dives on hardware, data teams, and practical applications that actually work on real plant floors.

Prashant Mehrotra, Chief AI Officer at US Bank, discusses how the bank evaluates AI initiatives and scales projects from pilot to production. He explains how to build customer trust through responsible AI design and prepare for the future of autonomous banking in CXOTalk episode 906. This conversation covers key aspects of AI in business and AI implementation within a large banking institution.=======Please support our sponsor Emeritus: Explore executive education programs from Emeritus, in collaboration with top universities: https://cxotalk.partner.emeritus.org/=======Key topics discussed:→ Why AI should transform processes, not simply make them more efficient→ How U.S. Bank cut governance approval times in half by engaging risk partners early→ The critical role of baselines in determining whether AI pilots scale or fail→ Why "AI without data is a hallucination" and how the bank organizes Digital, Data, and AI under one leader→ Building AI literacy across the entire workforce, from executives to frontline associates→ The shift from building models to leveraging external foundation models at scale→ Balancing personalization with privacy in customer interactionsMehrotra emphasizes that the client remains the "North Star" for every AI initiative. He offers practical guidance on metrics, funding pilots through to production, and creating repeatable governance processes that accelerate rather than slow down AI deployment.

Stephen Hedlund is head of finance at Rillet, an AI-native ERP which has raised over $100million from Sequoia and  Andreessen Horowitz. In  Steven's words Rillet is “building the modern NetSuite.” In this episode: How Isaac Asimov's Foundation helped me discover finance  Experience from enterprise at Walmart to building startups  Go-to-market (marketing) to Head of Finance Gillet  The moat for leading ERPs and our strategy  Being the ICP and marketing voice for Rillet  “To succeed, planning alone is insufficient. One must improvise as well.” ― Isaac Asimov, Foundation

Send us a textEnterprise software vendors are tightening execution around AI enablement, workflow depth, and operational recovery rather than pursuing broad platform reinvention. Acquisition activity—from Sage moving to acquire Fyle, to SYSPRO acquiring DATASCOPE, Zendesk completing its acquisition of HyperArc, and Contentsquare acquiring Loris AI—signals a continued emphasis on capability-led expansion tightly aligned to core use cases. In parallel, AI product announcements from NetSuite, Sage Intacct, Zoho, and Zendesk emphasize connectors, agents, and embedded intelligence designed to improve productivity within existing workflows rather than displace them. Finally, the case of AAON underscores the operational reality behind these trends: ERP value is ultimately realized not through announcements or AI features alone, but through disciplined execution, stabilization, and long-term operational turnarounds—particularly in complex manufacturing environments where recovery often matters more than rapid transformation.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=uOdEBRue0MMQuestions for Panelists?

In this Cloud Wars Special Report, Bob Evans sits down with Mike Sicilia, CEO of Oracle, to discuss Oracle's rise to the number-two position on the Cloud Wars Top 10. Their conversation explores why customers are increasingly gravitating toward Oracle, how AI embedded across infrastructure and applications is accelerating time to value, and why openness, multi-cloud flexibility, and data gravity are reshaping enterprise decision-making.Oracle AI Strategy and ProductsThe Big Themes:AI Built In, Not Bolted On: Oracle's momentum is rooted in embedding AI directly into its database, data platform, infrastructure, and applications rather than layering it on later. This architectural decision enables customers to train models, run inference, and deploy intelligent applications faster and more reliably. AI is foundational across ERP, retail merchandising, healthcare, and industry solutions. By integrating AI at every layer, Oracle reduces friction, accelerates adoption, and delivers immediate business value, helping customers move beyond experimentation into production-scale AI initiatives with confidence and speed.AI Changes Customer Engagement Models: The traditional technology upgrade cycle has been replaced by continuous, iterative innovation. With quarterly Fusion updates delivering hundreds of new AI-enabled features automatically, customers see constant improvements without added cost or disruption. Sicilia noted that AI data platforms and agent-building tools now enable daily innovation.Scale, Responsibility, and Customer Trust: With more than half a trillion dollars in contractual commitments, Oracle's leadership views execution and trust as paramount. Sicilia says that Oracle's decades-long experience running no-fail, mission-critical systems uniquely positions it for the AI Era. Customer success, support, and operational alignment have been restructured around an “AI-first, service-first” mindset.The Big Quote: “Very quick time to value has a lot to do with data gravity, and we are the custodians of the data. We are, in fact, the creators of a lot of the data from our applications.”"More from Oracle:Learn about Oracle and AI or OCI for AI. Visit Cloud Wars for more.

Choosing a process vs choosing a result is one of the most overlooked reasons people stay stuck in anxiety, OCD, and mental health struggles for years.In this episode of The Restored Minds Show, licensed therapist Matt Codde, LCSW breaks down why trying tools, techniques, and processes without deciding on a clear outcome keeps people cycling — and what actually creates lasting transformation.If you've tried ERP, mindfulness, ACT, coping strategies, books, or programs but still feel like nothing truly sticks, this episode will help you understand what's missing.Rather than focusing on eliminating symptoms, Matt explains why recovery and transformation begin with choosing an identity and a destination — and then building the structure, skills, and support that align with that result.

Send us a textBefore reviewing the top ERP systems for 2026, it is essential to align on how ERP systems are defined in this analysis: the focus is on individual ERP products, not the vendors that own them. This distinction matters because products within the same vendor portfolio can receive materially different levels of strategic attention, R&D investment, and roadmap momentum, which directly affects long-term viability and customer outcomes. A large enterprise vendor, for example, may maintain a mid-market ERP offering while concentrating innovation on a flagship platform, increasing buyer risk if the selected product is not core to the vendor's strategy. The list, therefore, spans organizations of different sizes and industries and groups systems into generic and prescriptive categories, each with distinct tradeoffs—prescriptive systems prioritizing faster implementations and tighter alignment to defined business models, and generic systems offering broader industry coverage and long-term flexibility. As each system is evaluated, emphasis is placed on size fit, supported business models, suite-centric versus ecosystem-driven integration approaches, and the balance between native functionality and partner-dependent capabilities.In this episode, our host Sam Gupta discusses the top 10 ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=ew0twrY1b6QRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?

"億看ERP每月只要1,500元!全雲端、全模組、使用人數無上限✅輸入資料自動產生報表。✅免費提供APP，手機平板都可以使用。✅可以自訂專屬報表，更方便掌握資料。✅連動所有業務，更輕鬆整合管理。 億看於1999年在韓國成立，推出了100%全雲端的ERP系統，專注於雲端ERP的開發與服務，引領韓國的ERP市場。◑ 億看ERP︱一次訂閱享全模組 ◑【了解更多】https://www.ecount.com/tw/mobile?L=11674【顧問諮詢】https://www.ecount.com/tw/ECK/ECK006M.aspx?L=11674—— 以上廣告由九八新聞台製播 ——代班主持人：林昌興 來賓：啟發投顧副總經理 容逸燊 主題：AI外溢效應 題材股滿天飛節目時間：週一至週五 5:00pm-7:00pm本集播出日期：2026.01.19

In this episode of Run the Numbers, CJ sits down with Chris Brubaker, SVP of Finance at Postscript, who's helped build the finance function from the ground up. Chris shares how he partners with sales through deal desks, sets pricing guardrails, and makes sure finance helps close deals instead of slowing them down. They dig into his hands-on approach to automation using AI with limited engineering resources, how Postscript's metrics evolved as the company scaled, when to trust internal data over benchmarks, and where teams get tripped up. Plus, a private jet accounting story—because of course.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS:Chris on LinkedIn: https://www.linkedin.com/in/wchrisbrubaker/Postscript: https://postscript.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://youtu.be/cgHOtvG1CesThe IPO Playbook: Expert Advice from Lee Kirkpatrick, Twilio's Former CFOhttps://youtu.be/PTKAUD7PSWUThe CFO Case for Probabilistic Forecasting With AI | Bruno Annicqhttps://youtu.be/Dl8nDZPJMpE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Sponsors — Rillet | Tabs | Abacum00:06:55 Interview Begins00:07:36 First Finance Hire and Early Scale at Postscript00:09:02 Usage-Based Margins, COGS, and the Twilio Parallel00:10:31 Partnering With Sales and Building Deal Desk00:13:16 Pricing Guardrails, Payback, and Deal Economics00:15:35 How Deal Desk Evolves Over Time00:16:01 Sponsors — Brex | Metronome | RightRev00:19:44 Making Finance a Deal-Closing Partner00:20:44 Automating Deal Desk With a Slack Bot00:23:48 How Technical Finance Leaders Need to Be00:25:17 Automating Without Engineering Help00:27:12 Why Human Touch Still Matters in SaaS00:27:53 Postscript's Finance Tech Stack00:28:30 ERP Migration and Month-End Efficiency00:29:42 The Reality of Continuous Close00:30:34 First Real AI Wins in Accounting00:31:18 Experimenting With AI Forecasting00:33:32 Metrics That Matter: Usage as a Leading Indicator00:35:49 How Metrics Evolve as the Company Scales00:37:41 Understanding the Product in a Usage-Based Model00:39:27 Micro-Seasonality and Forecasting Volatility00:42:21 How to Use Benchmarks Without Misusing Them00:43:50 Long-Ass Lightning Round: A Costly Modeling Mistake00:45:45 Advice to a Younger Finance Leader00:47:05 The Private Jet Accounting Story00:49:11 Credits#RunTheNumbersPodcast #FinanceLeadership #DealDesk #UsageBasedSaaS #AIinFinance 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

Host: Annik Sobing Guests: Sean Yu and Chen Cui, Co-founders of GingerControl Published: January 2026 Length: ~25 minutes Presented by: Global Training Center In this energetic Simply Trade News Roundup, host Annik Sobing welcomes Sean Yu and Chen Cui, the twenty-something co-founders of GingerControl—an AI-powered trade compliance startup that's shaking up the industry's manual processes with tariff optimization and automation tools. High school friends from New Zealand who bonded over geopolitics, Sean (the numbers guy) and Chen (the ICPA conference hustler) spotted trade's massive tech gap six months ago: legacy systems like SAP/Oracle can't handle tariff volatility, and most tools lack solid data architecture or "ground truth" references.​ They explain GingerControl's origin as a tariff briefing tool (40 enterprise subscribers already) that delivers actionable HTS impacts and financial analysis, evolving into broader automation that liberates compliance teams from repetitive work for strategic scenario planning. Named after the "Ginger Man" (Trump TikTok meme), their platform claims 5-8% average tariff savings through compliant optimization across millions of tariff texts—without hallucinations or legal risks. The duo candidly addresses industry skepticism: Sean trained their AI to score 96.3% on the customs broker exam (beating competitors), while Chen highlights how gatekeeping (hard exams, lack of youth) and "vibe coding" (AI without foundations) plague the sector.​ Annik probes generational dynamics: their youth gave them intuitive AI fluency, but they've engineered intuitive interfaces for all ages. They see tariff chaos elevating compliance from "basement" to "boardroom," predict one-person compliance teams becoming unsustainable, and envision GingerControl as the industry's trusted one-stop solution within five years. Fun close: If they were shipping containers, Chen wants global travel without inspections, Sean aims for Africa's coasts, and Annik dreams of Mediterranean sunsets.​ What You'll Learn in This Episode How two Gen Z friends spotted trade's tech crisis and built GingerControl from tariff briefings to full compliance automation.​ Why legacy ERP systems fail under tariff volatility and how "vibe coding" creates unreliable AI tools.​ GingerControl's edge: 96.3% customs broker exam score, 5-8% tariff savings, and "ground truth" references for audit-proof reasonable care.​ The youth barrier in trade (hard exams, no intentional entrants) and how tariff chaos could force compliance into C-suites.​ Their vision: liberate compliance from grunt work, enabling strategic planning as next-gen talent arrives.​ Key Takeaways Trade's manual processes and gatekeeping create massive tech opportunity for agile, compliant AI startups.​ True AI value lies in reliable references and auditability, not just flashy outputs—96.3% broker exam proves it.​ Tariff volatility demands boardroom compliance; one-person teams importing millions of units won't scale.​ Youth brings intuitive AI design, but success requires understanding all users and building intuitive interfaces. Checkout their new HTS Classification tool: https://tariff.gingercontrol.com/classifier​ Credits Host: Annik Sobing Guests: Sean Yu & Chen Cui – Co-founders, GingerControl Producer: Annik Sobing Subscribe & Follow New episodes weekly! Presented by: Global Training Center

In episode 521 I chat with Regan who has kindly agreed to share her OCD story with us.  We discuss her OCD story, the journey to getting an OCD diagnosis, moving countries in adolescence, panic attacks, harm themed OCD, contamination themed OCD, exposure and response prevention therapy (ERP), nightmares, childhood experiences of OCD, her cat in the context of OCD, her partner, the grounding techniques Regan uses, and much more. Hope it helps.  Show notes: https://theocdstories.com/episode/regan-521 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 the final episode of “Mastering the Hidden Margin", a special series on Build Better Work, our cast reveals where margin is truly lost—after the SPA agreement is signed. Join Tony Pericle,  Kara DeGraff, Scott Sinning, and Rick Wells as they break down how broken data flows, manual reconciliation, and missed renewals quietly drain 1–3% of SPA revenue every year. The conversation explores the full SPA lifecycle: digitizing supplier data, normalizing inconsistent formats, managing claim reconciliation, and enforcing renewal discipline. The panel shares side-by-side distributor and manufacturer perspectives, along with war stories from decades in pricing and contract administration. Practical guidance is offered on standardized templates, tolerance-based reconciliation, aging reports, centralized renewals, and preventing pricing chaos when SPAs expire unexpectedly.Time Stamps:0:00 - Intro2:54 - SPA Life Cycle4:01 - Consolidating and Internalize Data9:00 - Claims and Disputes11:27 - Reconciliation of Claims13:28 - Renewing Contracts19:19 - Leveraging “White Space”22:05 - The Hidden Margin24:22 - New Customers/ New SPAs29:02 - AI in Distribution30:41 - 3 Most Important Features for Distributors to Know31:52 - How to Prevent Leakage33:02 - Most Important Characteristics for SPA Leadership36:49 - ClosingGuests:Tony | tony@profitoptics.com: Tony Pericle is the founder of ProfitOptics and one of the most innovative minds in the distribution industry. With over 30 years of experience—from frontline sales to leading AI-powered transformations—he's helped major distributors unlock hidden margin, optimize operations, and scale pricing strategies. Cara | linkedin.com/in/caradegraff: Cara DeGraff is a VP of Production Management at Vistex and leads a global team that manages all aspects of product management and product education. Since joining Vistex in 2007, Cara welcomes the challenge of solving companies' problems and optimizing their processes through Vistex solutions. Prior to Vistex, Cara worked for both manufacturers and distributors with SAP as their ERP, and across a variety of industries managing and implementing a myriad of business processes.Scott | scott@pricingfordistributors.com: Scott Sinning founded Pricing For Distributors in 2022 after a 30-year career in wholesale distribution with Graybar Electric. As former VP of Pricing Strategy, he knows about the margin challenges and opportunities faced by distributors. He is a "business guy" that came up through the ranks, but his career also included lead roles on ERP and pricing software projects where he learned how to drive successful change at scale.ABOUT BUILD BETTER WORK PODCAST Build Better Work by ProfitOptics is a podcast about the power of technology to transform work and lives with our host Greg Stivers. The show is produced by ProfitOptics, a technology consulting firm that builds software and engineers data solutions to drive business performance for mid-size and enterprise companies. CONNECT WITH PROFITOPTICS ProfitOptics.com Follow us on LinkedIn

"億看ERP每月只要1,500元!全雲端、全模組、使用人數無上限✅輸入資料自動產生報表。✅免費提供APP，手機平板都可以使用。✅可以自訂專屬報表，更方便掌握資料。✅連動所有業務，更輕鬆整合管理。 億看於1999年在韓國成立，推出了100%全雲端的ERP系統，專注於雲端ERP的開發與服務，引領韓國的ERP市場。◑ 億看ERP︱一次訂閱享全模組 ◑【了解更多】https://www.ecount.com/tw/mobile?L=11674【顧問諮詢】https://www.ecount.com/tw/ECK/ECK006M.aspx?L=11674—— 以上廣告由九八新聞台製播 ——主持人：阮慕驊來賓：宏利投信投資策略部副總經理 鄧盛銘主題：費半、羅素2000躍上半段班 透露第一季布局方向節目時間：週一至週五 5:00pm-7:00pm本集播出日期：2026.01.15此集影片YouTube連結 https://youtube.com/live/FsAEyI12Grw

In this episode of Run the Numbers, CJ sits down with Bruno Annicq, CFO of Wellhub (formerly Gympass), to unpack a practical finance playbook built around cash discipline, sustainable growth, and simplicity. Bruno explains how he rebuilt forecasting using an AI-driven, probabilistic ensemble model, moving teams beyond single-scenario planning. They also dig into his EMPOWER planning framework, usable OKRs, and why tighter alignment between finance, HR, and wellbeing is becoming a durable lever for long-term performance.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Bruno on LinkedIn: https://www.linkedin.com/in/bannicq/Wellhub: https://wellhub.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leaderhttps://youtu.be/iNHbkcG7YEo—TIMESTAMPS:00:00:00 Preview and Intro00:02:19 Sponsors — RightRev, Rillet, Tabs00:06:43 Accidental CFO Origin Story00:07:34 Consulting to Operations Pivot00:08:12 Why Finance Clicked for Bruno00:09:28 McKinsey Prioritization in Real World00:10:02 Eisenhower Matrix and Prioritization00:11:08 Investing in Non-Urgent Work00:13:30 Lessons From AOL Reinvention00:16:10 Sponsors — Abacum, Brex, Metronome00:20:01 Career Growth Through Hard Problems00:20:52 Broadening Skills Through Change00:23:12 Five Core Finance Principles00:24:02 Cash Is King00:25:14 Driving Sustainable Growth00:26:01 No Surprises and Forecasting00:26:07 Finance as Business Enabler00:27:22 Less Is More Philosophy00:28:47 Hardest Principle: Less Is More00:29:46 Deterministic vs Probabilistic Forecasting00:31:11 Marketplace Volatility and Forecast Error00:32:10 Ensemble Models Explained00:33:37 Forecast Accuracy Gains00:34:53 Building Models In-House00:36:46 Why Explainability Matters00:37:48 Empower Framework Introduction00:47:47 Urgency, Compounding, Long-Term Thinking00:48:10 Advice to Younger Self00:50:06 Finance Stack and Expense Stories00:52:51 Credits#RunTheNumbersPodcast #CFO #FinanceLeadership #Forecasting #AIinFinance 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 talks with Ben Pierce, General Manager of Workday Adaptive Planning, to discuss the evolving landscape of FP&A, the challenges of planning software, and the future of finance in an AI-driven world. Ben shares his career journey, from semiconductor engineering to leadership roles in the FP&A software industry, and dives into his vision for how AI is transforming the way businesses plan and make decisions.Ben Pierce is an experienced executive with over two decades of experience in the enterprise software industry. Currently, he leads Workday Adaptive Planning's global strategy, growth, and innovation efforts. Prior to joining Workday, Ben held senior roles in several companies, including River Logic, Tidemark, and IBM, where he honed his expertise in analytics, financial software, and business leadership. His career has been shaped by his passion for leveraging technology to improve business operations and drive impactful change.Expect to Learn:Why Ben believes the future of FP&A is in AI and analyticsThe importance of challenging the business with actionable insightsHow to make FP&A tools work for you, not just as a data repositoryWhat to consider when choosing and implementing FP&A softwareThe balance between strategic planning and flexible budgeting processesHere are a few relevant quotes from the episode:"A great FP&A partner doesn't just provide data, they come to the table with a point of view and push you to do better." – Ben Pierce"At the end of the day, it's not about the tool, it's about the implementation and how you engage with it." – Ben PierceBen Pierce offers invaluable insights into FP&A, emphasizing the need for technology to not only streamline processes but also enhance decision-making capabilities. His advice on selecting the right FP&A tools and the importance of having a supportive implementation partner is essential for any finance team looking to modernize their planning processes.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_fpaguyFree Trial of WorkdayTry Workday Adaptive Planning free for 30 days -

In this first episode of Mastering the Hidden Margin, a special series on Build Better Work, host Tony Pericle pulls back the curtain on SPAs—special pricing authorizations and agreements, also known as deviations, chargebacks, ship-and-debit, and invoice verification. He's joined by industry veterans Scott Sinning and Cara DeGraff, who bring decades of experience across electrical distribution, medical supply, high tech, and enterprise rebate/pricing solutions. Together, they trace how SPA programs emerged from messy manual workarounds into one of the most important—and misunderstood—margin levers in distribution.Tony, Scott, and Cara also share their experience to describe what “good” SPA management actually looks like. They explore how digitization, data synchronization, and better analytics can reduce leakage, shrink reconciliation backlogs, and free sales teams from spreadsheet purgatory. If you're responsible for pricing, margin, or channel strategy in a distributor or manufacturer, this episode will give you the language, stories, and mental models you need to start mastering your hidden margin.Time Stamps:0:00 - Intro2:25 - Guests and SPA Highlights10:49 - Problems SPAs Solve16:24 - What is Invoice Verification17:05 - SPAs = Competitive Advantage18:33 - Magnitude of SPAs20:30 - SPAs as a Manufacturer24:31 - Bring Data to the Conversation26:21 - Charge Backs and Price Masking29:23 - Synchronized Data35:50 - ClosingGuests:Tony | tony@profitoptics.com: Tony Pericle is the founder of ProfitOptics and one of the most innovative minds in the distribution industry. With over 30 years of experience—from frontline sales to leading AI-powered transformations—he's helped major distributors unlock hidden margin, optimize operations, and scale pricing strategies. Cara | linkedin.com/in/caradegraff: Cara DeGraff is a VP of Production Management at Vistex and leads a global team that manages all aspects of product management and product education. Since joining Vistex in 2007, Cara welcomes the challenge of solving companies' problems and optimizing their processes through Vistex solutions. Prior to Vistex, Cara worked for both manufacturers and distributors with SAP as their ERP, and across a variety of industries managing and implementing a myriad of business processes.Scott | scott@pricingfordistributors.com: Scott Sinning founded Pricing For Distributors in 2022 after a 30-year career in wholesale distribution with Graybar Electric. As former VP of Pricing Strategy, he knows about the margin challenges and opportunities faced by distributors. His career also included lead roles on ERP and pricing software projects where he learned how to drive successful change at scale.ABOUT BUILD BETTER WORK PODCAST Build Better Work by ProfitOptics is a podcast about the power of technology to transform work and lives with our host Greg Stivers. The show is produced by ProfitOptics, a technology consulting firm that builds software and engineers data solutions to drive business performance for mid-size and enterprise companies. CONNECT WITH PROFITOPTICS ProfitOptics.com Follow us on LinkedIn

Returning to our conversation, “Mastering the Hidden Margin", a special series on Build Better Work, our panel dives into the heartbeat of SPA success: negotiation. Moving beyond history and systems, this episode focuses on how distributors should ask for SPAs—credibly, proactively, and with data that builds trust instead of friction. Joining us again is Tony Pericle, Scott Sinning and Kara DeGraff, in a conversation that outlines why SPAs are not about discounts, but about positioning distributors as true partners to manufacturers.The group breaks down what separates a strong SPA request from a weak one: clarity on customer and product, realistic volume commitments, competitive context, and a plan that can be tracked and validated over time. They explore who should own SPA negotiations at different levels of the organization, how sales teams should be coached, and why accountability and follow-through matter as much as the initial cost ask.Time Stamps:0:00 - Intro2:36 - Good vs Bad SPA Request4:19 - Relationships and Information6:06 - Information Distribution for SPA Success12:58 - What to Ask for & What to Ask for14:53 - How to Position Yourself to Ask for a SPA16:54 - What Does a “Legit” SPA Deal Look Like?20:22 - Get the Most in SPA Negotiation23:48 - ClosingGuests:Tony | tony@profitoptics.com: Tony Pericle is the founder of ProfitOptics and one of the most innovative minds in the distribution industry. With over 30 years of experience—from frontline sales to leading AI-powered transformations—he's helped major distributors unlock hidden margin, optimize operations, and scale pricing strategies. Cara | linkedin.com/in/caradegraff: Cara DeGraff is a VP of Production Management at Vistex and leads a global team that manages all aspects of product management and product education. Since joining Vistex in 2007, Cara welcomes the challenge of solving companies' problems and optimizing their processes through Vistex solutions. Prior to Vistex, Cara worked for both manufacturers and distributors with SAP as their ERP, and across a variety of industries managing and implementing a myriad of business processes.Scott | scott@pricingfordistributors.com: Scott Sinning founded Pricing For Distributors in 2022 after a 30-year career in wholesale distribution with Graybar Electric. As former VP of Pricing Strategy, he knows about the margin challenges and opportunities faced by distributors. He is a "business guy" that came up through the ranks, but his career also included lead roles on ERP and pricing software projects where he learned how to drive successful change at scale.ABOUT BUILD BETTER WORK PODCAST Build Better Work by ProfitOptics is a podcast about the power of technology to transform work and lives with our host Greg Stivers. The show is produced by ProfitOptics, a technology consulting firm that builds software and engineers data solutions to drive business performance for mid-size and enterprise companies. CONNECT WITH PROFITOPTICS ProfitOptics.com Follow us on LinkedIn

The last five years have amplified our desire for authentic connections and conversations. Jackie Mattox identified that need a decade ago and founded WE United, a professional space originally created to advocate for women in the electronics industry. Now, she's expanding the organization's focus to include men. Jason chats with Jackie about the unique challenges that women in distribution still face, the importance of inclusive leadership, and what companies can do to foster mentorship and collaborative opportunities for all. CONNECT WITH JASON LinkedIn CONNECT WITH JACKIE WE United WE Lead: Voices of Innovation 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.

Send us a textERP and adjacent platform vendors are simultaneously deepening vertical specialization, expanding AI distribution, and accelerating ecosystem-led growth. M&A activity from Advantive acquiring PINPoint, SYSPRO acquiring DATASCOPE, and Sage moving to acquire Fyle reinforces a continued focus on capability-driven expansion rather than broad horizontal reinvention. Product and platform updates from Deltek, Rootstock Software, and NetSuite emphasize AI-assisted productivity, localization, and integration flexibility as table stakes for mid-market and upper-mid-market buyers. At the same time, distribution and partnership strategies—such as Pipefy partnering with Oracle, Sage Intacct listing AI agents on AWS Marketplace, and Versori partnering with SYSPRO—signal a broader shift toward ecosystem-led AI adoption, where value is increasingly delivered through connectors, agents, and composable services rather than monolithic ERP releases.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 vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=gLp0RsgggwsQuestions for Panelists?

In episode 520 I chat with Brad Hufford. Brad is a Licensed Clinical Social Worker (LCSW-C) who specialises in working with OCD. He is a therapist at the Behavior therapy Center of Greater Washington. We discuss Brad's OCD story, being a therapist over the last 30 years, exposure and response prevention therapy (ERP), the therapy relationship, the idea of functioning well despite distress is still a victory, motivation in ERP, words of hope and much more. Hope it helps.  Show notes: https://theocdstories.com/episode/brad-520 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