Podcasts about ERP

Send us a textA mix of product launches, acquisitions, funding rounds, and legal developments illustrates how enterprise software vendors are simultaneously accelerating innovation while navigating increasing market and regulatory complexity. Salesforce's updates to Marketing Cloud Next and Agentforce 3, alongside new capabilities from Cordial and SAP, point to a continued push toward AI-driven engagement, automation, and cloud-native commerce experiences. Strategic acquisitions by Accenture and SYSPRO reinforce the importance of deep industry and manufacturing expertise embedded within digital transformation platforms, while Unit4's ERPx release on Azure and Campfire's Series A funding highlight momentum behind modern, AI-first ERP architectures. At the same time, antitrust scrutiny involving SAP and investor investigations such as the Lamb Weston case underscore the growing governance, compliance, and risk considerations shaping the enterprise technology landscape. Collectively, these developments reflect a market evolving on multiple fronts—technological, structural, and regulatory—at the same time.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=Jj8yp0QFWSoQuestions for Panelists?

Send us a textPublic sector organizations operate under a fundamentally different set of constraints and expectations than their private-sector counterparts, making CRM selection a strategic decision rather than a purely technical one. Before reviewing our Top 10 Public Sector CRMs in 2025, it is important to align on how success is defined in this environment, where accountability, transparency, and service continuity often take precedence over revenue growth or pipeline velocity. Government agencies, municipalities, and public institutions must support complex case management, constituent engagement, regulatory compliance, and multi-year programs, frequently within rigid budget cycles and procurement frameworks. As a result, public sector CRMs must prioritize governance, data security, accessibility, and long-term adaptability, rather than simply replicating commercial sales or marketing use cases.In this episode, our host Sam Gupta discusses the top 10 Public Sector CRMs in 2025. He also discusses several variables that influence the rankings of these Public Sector CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=6Rk74lc0LbYRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Eight to ten hours, every single day. That's how much time OCD used to take from John Green.In this video, John opens up about what life was like when intrusive thoughts demanded his attention, when fear felt too real to detach from, and when OCD controlled his schedule and crowded out joy.But OCD's grip on John's life wasn't permanent. He shares how seeking help changed everything—leading him to a correct diagnosis and the right treatment. Through exposure and response prevention (ERP) therapy, John learned how to respond differently to intrusive thoughts and reclaim the parts of his life that OCD had once taken over.If OCD is stealing your time, your peace, or your ability to enjoy the things that matter to you, John's story is a reminder that change is possible, and reaching out for help can set it in motion.At NOCD, we specialize in exposure and response prevention therapy (ERP), the most effective treatment for OCD. 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.

"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 主題：火爆的GDP正在驗證首富的預言？ 節目時間：週一至週五 5:00pm-7:00pm 本集播出日期：2025.12.26 此集影片YouTube連結 https://youtube.com/live/DHY5n4EQZqo

ERP upgrades have evolved from evaluating focused point solutions to selecting a comprehensive platform for the future of your business. With this broader scope comes a longer list of requirements and considerations to select the right system. But how can businesses narrow their focus to ensure their platform meets their needs both now and well into the future?The independent experts at ERP Advisors Group joined forces with HSO to examine key must-haves that project sponsors should look for when selecting an ERP platform. Don't miss out on these important considerations that will lay the groundwork for a successful long-term technology strategy. 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

[Original air date: June 5, 2025]How can finance leaders identify where their capital is silently going to waste and where it can be better used to drive growth? In this episode, CJ interviews Russell Lester, the CFO of Tropic, where capital allocation is both the product and the mission. Russell introduces the concept of “spoilage”, deployed capital that fails to deliver its intended value. He also talks about “levers”, positive actions that force multiply your efforts, and “leakages”, headwinds or detractors that sap momentum. Russell believes it is the job of the CFO (or “Chief Alignment Officer”) to proactively go looking for these levers and leakages. He then explains how he uses his “center of the table” framework to redeploy the freed-up capital to fuel growth. Russell also covers how to address misalignment, what helicopter skills are and why you need them, what a data safari is and why you should take one daily, and why every CFO needs a spend management tool.—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—LINKS:Russell on LinkedIn: https://www.linkedin.com/in/russell-lester-aa98463/Tropic: https://www.tropicapp.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Wasted Capital and Where to Find It The CFOs Guide to Spoilage Levers Leakageshttps://youtu.be/xOby7CcdljI—TIMESTAMPS:00:00:00 Mostly Classics: Russell Lester on Capital and Alignment00:00:48 Sponsors — Tipalti | Aleph | Fidelity Private Shares00:04:07 Russell Lester Joins the Show00:06:45 Capital Spoilage and Wasted Spend00:08:34 Why Spoilage Goes Unnoticed Inside Companies00:10:16 Creating Accountability for ROI00:11:08 Spoilage Beyond Tools and Software00:13:04 Strategy Drift and the Sunk Cost Trap00:14:14 Sponsors — Sage Intacct | Mercury | RightRev00:17:44 Levers and Leakages: A Framework for Momentum00:19:27 Identifying Levers Across the Funnel00:21:48 Efficiency Levers Inside the P&L00:23:31 Common Spend Leakages in Practice00:24:21 The Center of the Table Framework00:26:47 Budget Ownership vs Corporate Stewardship00:28:49 The CFO as Chief Alignment Officer00:31:31 Trust, Tact, and Executive Leadership00:33:35 Helicopter Skills for Finance Leaders00:35:41 Curiosity as a CFO Superpower00:36:02 Data Safaris and Asking Better Questions00:38:16 Breaking Down Net Dollar Retention00:40:32 Navigating Data Overload00:42:16 Building a Single Source of Truth00:43:03 Intelligent Spend Management in Action00:44:44 Capital Allocation as the CFO's Core Job00:46:04 How Spend Management Drives Growth00:49:14 Why Companies Delay Spend Tools00:50:49 A Career Mistake with Investors00:52:49 Auto-Renewals: Revenue vs Leakage00:54:07 Advice to a Younger CFO#RunTheNumbersPodcast #CFOLeadership #CapitalAllocation #FinancialStrategy #SpendManagement 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

Let's eliminate material waste, accelerate production, and break down data silos between the front office and the shop floor. Discover the power of seamless integration by joining us in an exclusive co-hosted webinar with QBuild and ECI where they'll discuss how integrating your nesting software with your ERP system can revolutionize your fabrication processes.  In the session, you'll see how this powerful integration can help:  Supercharge Production Speed: Automate the nesting process and eliminate manual data entry, leading to faster job starts and reduced lead times.  Eradicate Data Silos: Ensure real-time data synchronization and eliminate the disconnect between your engineering, production, and management teams for accurate insights and streamlined workflows.  Know your Costs & Make Every Cent Count: Unlock precise insights into your jobs' true material and labor consumption – eliminate guesswork and drive profitability.   Boost Overall Efficiency: Make smarter decisions based on a single source of truth, leading to improved resource allocation and increased profitability.  Join us to unlock the full potential of your fabrication processes and drive your business towards greater success and stay ahead in a competitive market.  Speakers: Tim Watkins: Vice President - New System Sales, ECI Software Solutions | Hasara Sandul: Partner Manager and Sales Engineer, QBuild Brought to you by: ECI Visit https://advancedmanufacturing.org/webinars for more webinars and an interactive experience with visuals.  

In a world that often glorifies rugged individualism, finding real connection and mutual growth with others can feel elusive, especially when it comes to our closest relationships. The secret ingredient might just be what so many overlook: genuine collaboration—both at home and beyond. What if the key to thriving wasn't "doing it all yourself," but learning how to truly work together? In this episode, you'll discover how building circles of collaboration can transform your personal relationships, family dynamics, and even your broader social and professional connections. Through real-life stories and practical strategies, you'll learn why trust, curiosity, and deep listening are so essential for building fulfilling partnerships. You'll also hear how taking intentional steps—like active listening, sharing vulnerability, and nurturing supportive communities—can help you experience more connection, resilience, and joy in every area of your life. Leslie Grossman is a trailblazer in leadership, and professional and career development for women. She is an accomplished executive coach, keynote speaker, researcher, serial entrepreneur and co-founder of the Women's Leadership Exchange, the first national conference program for women based on collaborative leadership. She is faculty director of Executive Women's Leadership at The George Washington University – Center for Excellence in Public Leadership. Leslie's latest book, "Circles of Collaboration", reveals the time-tested method of harnessing one's success and fulfillment on the principles of collaboration, trust, generosity and communication.   Episode Highlights 06:27 Navigating leadership roles and collaboration in relationships. 08:21 Intentionality in creating circles of collaboration. 10:33 The power of deep listening and curiosity in partnership. 14:38 Building meaningful connections through intentional questions. 17:40 Vulnerability, trust, and support systems in relationships. 20:27 Generosity, active listening, and expanding your circles. 25:28 Collaborative exchanges and asking for support. 28:24 Negotiating imperfect collaboration and relationship expectations. 31:06 Bringing up important issues: Timing and communication. 34:17 The impact of collaborative relationships and taking action.   Your Check List of Actions to Take Divide and conquer roles: In partnerships, clearly designate leaders for different areas, but always ensure communication and final decisions respect collaboration and listening. Practice deep listening: Be intentional about giving your full attention to your partner or colleague; don't interrupt or assume you know what they'll say. Ask curious questions: Show genuine interest by asking open-ended questions about feelings, experiences, and perspectives to foster connection. Build multiple circles of collaboration: Develop relationships beyond your intimate partnership—think family, friends, work, and community circles—to enrich your support network. Be intentional with connection: Choose to initiate deeper conversations with those you care about, rather than keeping interactions at a surface level. Cultivate generosity: Offer your time and listening ear generously; seek ways to support others, such as facilitating introductions or sharing helpful resources. Keep track of important issues: If topics arise that feel uncomfortable to discuss, jot them down and revisit them when the timing is better; don't let them slip away. Let go of perfection: Accept that not all relationships or collaborations will be perfectly reciprocal; allow space for difference and focus energy on relationships that foster growth and mutual support.   Mentioned Circles of Collaboration (*Amazon Affiliate link) (book) ERP 301: How an Entrepreneur Couple Can Negotiate Love and Business Successfully — An Interview with Dr. Ellyn Bader 12 Relationship Principles to Strengthen Your Love (free guide)   Connect with Leslie Grossman Website: Lesliegrossmanvision.com YouTube: youtube.com/channel/UCqjD0Y4L0XVjzixocEsO8kw Instagram: instagram.com/lesliegrossmanvision LinkedIn: linkedin.com/in/lesliegrossmanleadership  

Send us a textA wave of funding announcements, acquisitions, and product launches highlights how quickly AI, data, and customer engagement technologies are converging across the enterprise. Significant financings for PhysicsX, Vultr, and Vellum signal strong investor confidence in platforms that support AI-native workloads, applied intelligence, and modern infrastructure, while Capgemini's acquisition of WNS underscores growing demand for large-scale, technology-enabled business transformation services. On the customer and marketing side, deeper integrations and feature expansions from CallMiner, Hightouch, Insight7, Jasper, Oktopost, and Salesforce reflect a shift toward real-time intelligence, personalization, and content automation embedded directly into core CRM and contact center ecosystems. Collectively, these developments suggest the market is moving beyond point solutions toward tightly integrated platforms that combine data, AI, and execution at enterprise scale.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=SKJ7uZQ3sRAQuestions for Panelists?

411 Encouraging Change and Growth   In today's episode Sarah Elkins and Rachael Bohns discuss the significance and necessity of change as well as the importance of acknowledging and catering to the strengths of yourself and those around you.    Highlights Doing what's best for you even if no one knows, and especially for your own sake. Collaboration and commitment instead of obligation. Driving desire.    Quotes "Most of the time change is thrusted upon us." "Change is individual to people." "Reward is individual."   Dear Listeners it is now your turn, My question for you is what will you do with this information? When you think about the ADKAR framework; the Awareness, Desire, Knowledge, Ability, and Reinforcement, what example can you come up with from your life, where you had something that needed to change and you went through that process, or what if you had gone through that process would it have changed anything in your change? Made it more successful or faster. And then think about a change that's going on right now in your life, personal or professional or both, and use the ADKAR framework to see where you are in that spectrum. Are you at the beginning, are you at the desire stage, are you already at the reinforcement stage of your change and now you just need to consistently keep it?    And, as always, thank you for listening.    About Rachael (from her LinkedIn) Passionate Industrial/Organizational Psychologist that believes in the importance of a healthy workforce. Experience in the public sector delivering training and communications for ERP implementations with vast experience in analyzing data and interpreting results for business growth. I thrive on business process reengineering and managing client relationships to deliver improved productivity and efficiency while meeting business goals and objectives. I have a strong ability to work in a fast-paced and deadline-driven environment, solve problems with limited information, and multitask across several assignments. 100% open to traveling.   Top Ten Reported StrengthsFinder Assessment Strengths: - Learner - Analytical - Individualization - Input - Responsibility - Ideation - Maximizer - Relator - Arranger - Achiever Be sure to check out her LinkedIn!    About Sarah "Uncovering the right stories for the right audiences so executives, leaders, public speakers, and job seekers can clearly and actively demonstrate their character, values, and vision." In my work with coaching clients, I guide people to improve their communication using storytelling as the foundation of our work together. What I've realized over years of coaching and podcasting is that the majority of people don't realize the impact of the stories they share - on their internal messages, and on the people they're sharing them with. My work with leaders and people who aspire to be leaders follows a similar path to the interviews on my podcast, uncovering pivotal moments in their lives and learning how to share them to connect more authentically with others, to make their presentations and speaking more engaging, to reveal patterns that have kept them stuck or moved them forward, and to improve their relationships at work and at home. The audiobook, Your Stories Don't Define You, How You Tell Them Will is now available! Included with your purchase are two bonus tracks, songs recorded by Sarah's band, Spare Change, in her living room in Montana. Be sure to check out the Storytelling For Professionals Course as well to make sure you nail that next interview!

"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：富蘭克林投顧副總經理 梁珮羚 主題：2026年買AI不再射飛鏢？美股行情開始擴散 節目時間：週一至週五 5:00pm-7:00pm 本集播出日期：2025.12.23 此集影片YouTube連結 https://youtube.com/live/ght1l9TqlXg

Lois Houston and Nikita Abraham explore how Oracle APEX integrates with AI to build smarter low-code applications. They are joined by Chaitanya Koratamaddi, Director of Product Management at Oracle, who explains the basics of Oracle APEX, its global adoption, and the challenges it addresses for businesses managing and integrating data.   They also explore real-world use cases of AI within the Oracle APEX ecosystem   Oracle APEX: Empowering Low Code Apps with AI: https://mylearn.oracle.com/ou/course/oracle-apex-empowering-low-code-apps-with-ai/146047/ Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu   Special thanks to Arijit Ghosh, David Wright, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode.   ---------------------------------------------------   Episode Transcript: 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:25 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Communications and Adoption with Customer Success Services, and with me is Nikita Abraham, Team Lead: Editorial Services with Oracle University.   Nikita: Hi everyone! We hope you've been enjoying these last few weeks as we've been revisiting our most popular episodes of the year. Today's episode is the last one in this series and is a throwback to a conversation on APEX with Chaitanya Koratamaddi, Director of Product Management for Oracle APEX.  00:57 Lois: We began by asking Chaitanya what Oracle APEX is and why it's so widely used. So, let's jump right in!   Chaitanya: Oracle APEX is the world's most popular enterprise low code application platform. APEX enables you to build secure and scalable enterprise-scale applications with world class features that can be deployed anywhere, cloud or on-premises. And with APEX, you can build applications 20 times faster with 100 times less code. APEX delivers the most productive way to develop and deploy mobile and web applications everywhere. 01:40 Lois: That's impressive. So, what's the adoption rate like for Oracle APEX? Chaitanya: As of today, there are 19 million plus APEX applications created globally. 5,000 plus APEX applications are created on a daily basis and there are 800,000 plus APEX developers worldwide. 60,000 plus customers in 150 countries across various industry verticals. And 75% of Fortune 500 companies use Oracle APEX. 02:19 Nikita: Wow, the numbers really speak for themselves, right? But Chaitanya, why are organizations adopting Oracle APEX at this scale? Or to put it differently, what's the core business challenge that Oracle APEX is addressing? Chaitanya: From databases to all data, you know that the world is more connected and automated than ever. To drive new business value, organizations need to explore and exploit new sources of data that are generated from this connected world. That can be sounds, feeds, sensors, videos, images, and more. Businesses need to be able to work with all types of data and also make sure that it is available to be used together. Typically, businesses need to work on all data at a massive scale. For example, supply chains are no longer dependent just on inventory, demand, and order management signals. A manufacturer should be able to understand data describing global weather patterns and how it impacts their supply chains. Businesses need to pull in data from as many social sources as possible to understand how customer sentiment impacts product sales and corporate brands. Our customers need a data platform that ensures all this data works together seamlessly and easily. 04:00 Lois: So, you're saying Oracle APEX is the platform that helps businesses manage and integrate data seamlessly. But data is just one part of the equation, right? Then there's AI. How are the two related?  Chaitanya: Before we start talking about Oracle AI, let's first talk about what customers are looking for and where they are struggling within their AI innovation. It all starts with data. For decades, working with data has largely involved dealing with structured data, whether it is your customer records in your CRM application and orders from your ERP database. Data was organized into database and tables, and when you needed to find some insights in your data, all you need to do is just use stored procedures and SQL queries to deliver the answers. But today, the expectations are higher. You want to use AI to construct sophisticated predictions, find anomalies, make decisions, and even take actions autonomously. And the data is far more complicated. It is in an endless variety of formats scattered all over your business. You need tools to find this data, consume it, and easily make sense of it all. And now capabilities like natural language processing, computer vision, and anomaly detection are becoming very essential just like how SQL queries used to be. You need to use AI to analyze phone call transcripts, support tickets, or email complaints so you can understand what customers need and how they feel about your products, customer service, and brand. You may want to use a data source as noisy and unstructured as social media data to detect trends and identify issues in real time.  Today, AI capabilities are very essential to accelerate innovation, assess what's happening in your business, and most importantly, exceed the expectations of your customers. So, connecting your application, data, and infrastructure allows everyone in your business to benefit from data. 06:54 Oracle University is proud to announce three brand new courses that will help your teams unlock the power of Redwood—the next generation design system. Redwood enhances the user experience, boosts efficiency, and ensures consistency across Oracle Fusion Cloud Applications. Whether you're a functional lead, configuration consultant, administrator, developer, or IT support analyst, these courses will introduce you to the Redwood philosophy and its business impact. They'll also teach you how to use Visual Builder Studio to personalize and extend your Fusion environment. Get started today by visiting mylearn.oracle.com.  07:35 Nikita: Welcome back! So, let's focus on AI across the Oracle Cloud ecosystem. How does Oracle bring AI into the mix to connect applications, data, and infrastructure for businesses? Chaitanya: By embedding AI throughout the entire technology stack from the infrastructure that businesses run on through the applications for every line of business, from finance to supply chain and HR, Oracle is helping organizations pragmatically use AI to improve performance while saving time, energy, and resources.  Our core cloud infrastructure includes a unique AI infrastructure layer based on our supercluster technology, leveraging the latest and greatest hardware and uniquely able to get the maximum out of the AI infrastructure technology for scenarios such as large language processing. Then there is generative AI and ML for data platforms. On top of the AI infrastructure, our database layer embeds AI in our products such as autonomous database. With autonomous database, you can leverage large language models to use natural language queries rather than writing a SQL when interacting with the autonomous database. This enables you to achieve faster AI adoption in your application development. Businesses and their customers can use the Select AI natural language interface combined with Oracle Database AI Vector Search to obtain quicker, more intuitive insights into their own data. Then we have AI services. AI services are a collection of offerings, including generative AI with pre-built machine learning models that make it easier for developers to apply AI to applications and business operations. The models can be custom-trained for more accurate business results. 09:47 Nikita: And what specific AI services do we have at Oracle, Chaitanya?  Chaitanya: We have Oracle Digital Assistant Speech, Language, Vision, and Document Understanding. Then we have Oracle AI for Applications. Oracle delivers AI built for business, helping you make better decisions faster and empowering your workforce to work more effectively. By embedding classic and generative AI into its applications, Fusion Apps customers can instantly access AI outcomes wherever they are needed without leaving the software environment they use every day to power their business. 10:32 Lois: Let's talk specifically about APEX. How does APEX use the Gen AI and machine learning models in the stack to empower developers. How does it help them boost productivity? Chaitanya: Starting APEX 24.1, you can choose your preferred large language models and leverage native generative AI capabilities of APEX for AI assistants, prompt-based application creation, and more. Using native OCI capabilities, you can leverage native platform capabilities from OCI, like AI infrastructure and object storage, etc. Oracle APEX running on autonomous infrastructure in Oracle Cloud leverages its unique native generative AI capabilities tuned specifically on your data. These language models are schema aware, data aware, and take into account the shape of information, enabling your applications to take advantage of large language models pre-trained on your unique data. You can give your users greater insights by leveraging native capabilities, including vector-based similarity search, content summary, and predictions. You can also incorporate powerful AI features to deliver personalized experiences and recommendations, process natural language prompts, and more by integrating directly with a suite of OCI AI services. 12:08 Nikita: Can you give us some examples of this? Chaitanya: You can leverage OCI Vision to interpret visual and text inputs, including image recognition and classification. Or you can use OCI Speech to transcribe and understand spoken language, making both image and audio content accessible and actionable. You can work with disparate data sources like JSON, spatial, graphs, vectors, and build AI capabilities around your own business data. So, low-code application development with APEX along with AI is a very powerful combination. 12:51 Nikita: What are some use cases of AI-powered Oracle APEX applications?  Chaitanya: You can build APEX applications to include conversational chatbots. Your APEX applications can include image and object detection capability. Your APEX applications can include speech transcription capability. And in your applications, you can include code generation that is natural language to SQL conversion capability. Your applications can be powered by semantic search capability. Your APEX applications can include text generation capability. 13:30 Lois: So, there's really a lot we can do! Thank you, Chaitanya, for joining us today. With that, we're wrapping up this episode. We covered Oracle APEX, the key challenges businesses face when it comes to AI innovation, and how APEX and AI work together to give businesses an AI edge.  Nikita: Yeah, and if you want to know more about Oracle APEX, visit mylearn.oracle.com and search for the Oracle APEX: Empowering Low Code Apps with AI course.  Lois: We hope you've enjoyed revisiting some of our most popular episodes of the year. We always appreciate your feedback and suggestions so do write to us at ou-podcast_ww@oracle.com. That's ou-podcast_ww@oracle.com. We're taking a break next week and will be back with a brand-new season of the Oracle University Podcast in January. Happy holidays, everybody!   Nikita: Happy holidays! Until next time, this is Nikita Abraham...   Lois: And Lois Houston, signing off!   14:34 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.  

En este episodio hablamos con Miquel Torner, director de Odoo México, sobre el principal problema de las pymes en Latinoamérica: operar con sistemas desconectados. Conversamos sobre cómo un ERP integrado puede transformar la toma de decisiones, reducir costos, mejorar la trazabilidad del negocio y cómo la inteligencia artificial está empezando a cambiar la administración de las empresas. Una charla clave para entender hacia dónde va la gestión empresarial y por qué digitalizarse ya no es opcional.

Send us a textHigher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this context, where engagement extends far beyond traditional recruitment or advancement functions. Universities must manage complex, multi-decade relationships with prospective students, current learners, alumni, donors, faculty, research partners, and governing bodies, often across decentralized colleges and departments. As a result, higher education CRMs must emphasize lifecycle visibility, data governance, cross-functional coordination, and compliance, rather than narrowly focusing on transactional interactions or short-term conversion metrics.In this episode, our host Sam Gupta discusses the top 10 Higher Education CRMs in 2025. He also discusses several variables that influence the rankings of these Higher Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=suOIiIoZDFARead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

In this special, table-turning episode of Run the Numbers, CJ Gustafson steps out of the host's chair as Paul Stansik—Operating Partner at ParkerGale and author of the Hello Operator newsletter—takes over the interview. What began as a planned discussion on annual planning best practices quickly evolves into a candid deep dive on Mostly Media, CJ's growing niche B2B media business, and the thinking behind his own operating plan for the year ahead. Fresh off exiting his CFO role in January 2025, CJ walks through the origin story of Mostly Metrics, how it scaled into a broader media platform, and what it's like being “the boss of me” for the first time. Paul presses on the real questions—growth opportunities, monetization, and strategic tradeoffs—making this episode a transparent look at how a modern, metrics-driven media business is built and run.—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.com—LINKS:Paul on LinkedIn: https://www.linkedin.com/in/paulstansik/Hello Operator: https://hellooperator.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Portfolio Operations: This Is What You Actually Have To Do To Make Sure a Company Is Successfulhttps://youtu.be/pOj4JwGUTSoGrindr's $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantzhttps://youtu.be/ijFIMmtpLNw—TIMESTAMPS:00:00:00 Preview and Intro00:02:10 Sponsors — RightRev | Tipalti | Aleph00:06:23 Episode Setup and Context00:07:22 Why This Episode Exists00:08:44 The Origin Story00:10:03 First Signs of Traction00:10:26 Memes, Early Growth, and “Big Ballers”00:12:01 Defining the Brand Feel00:13:28 Leaving a Job to Write00:15:07 Writing His Way to CFO00:16:26 Sponsors — Fidelity Private Shares | Sage Intacct | Mercury00:19:01 Growth Tactics That Worked00:21:31 First Monetization Moment00:22:13 Balancing CFO Life and Media00:24:06 Going All-In on the Business00:25:02 A CFO Lens on Media00:28:09 Asset Businesses vs Cash Flow00:31:35 How the Business Makes Money00:32:42 Revenue Compounding Over Time00:33:29 Scaling to $3M00:34:08 Partnerships and Buying Cycles00:36:19 Building the Core Team00:39:09 Adding Recruiting to the Mix00:41:01 Strategy for the Next Phase00:42:03 Boredom, Discipline, and Craft00:43:08 Defining the Core Audience00:46:09 Staying in the Game00:47:22 Advice for Creators00:49:15 Brand, Fun, and Value00:52:08 Following the Momentum00:53:14 Finding Your Unique Edge00:55:19 Enjoying the Build00:56:25 Closing and Outro#RunTheNumbersPodcast #creatoreconomy #mediabusiness #cfoperspective #buildinpublic 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 podcast episode, Nari Viswanathan, Senior Director of Supply Chain Strategy at Coupa Software, discusses the evolving landscape of supply chain management, particularly in the context of direct materials and procurement. He emphasizes the need for collaboration between CFOs and CPOs to address the challenges posed by global volatility, risks, and costs. The conversation explores the importance of understanding financial metrics, the role of AI in transforming procurement workflows, and the necessity of creating unified dashboards for better visibility into financial outcomes. Nari also highlights the importance of regularly reviewing supply chain costs and the limitations of traditional ERP systems in managing supply chain complexities.

Jeffrey Mosher welcomes Gina Skibo, CPA. Partner, the manufacturing, retail and distribution industry leader, Wipfli Advisory LLC, Milwaukee, WI. There were several questions he wanted to find out from her in this interview. Welcome Gina, for our Michigan business community please introduce yourself and Wipfli Advisory LLC? You were in Michigan a couple of months ago to celebrate the anniversary of Wipfli's presence there (which includes its MRD operations), briefly describe that? Many Michigan manufacturers might describe the current moment as a “transitional stage”, considering slowing demand, low visibility, and a lot of uncertainty. What challenges are you hearing most from mid-market companies right now? Despite margin pressure, companies are holding onto skilled workers because they know how hard they are to replace. How is that hesitation to reduce labor shaping conversations around efficiency, AI, and automation? You've noted that a surprising amount of equipment is underutilized. Why are so many manufacturers not getting full value out of the equipment they already own, and what steps help improve utilization? Many firms are overwhelmed by too many siloed software tools and disconnected data. How should manufacturers think about simplifying their tech stack or modernizing ERP systems so technology creates clarity rather than complexity? With growth slowing, some manufacturers are realizing they've never had a true sales strategy. Where are you seeing companies become more intentional about finding new customers and driving the top line? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

In episode 517 I chat with Spenser Gabin. Spenser is a Licensed Marriage and Family Therapist based in Encinitas, California We discuss his OCD, becoming a therapist, his thoughts on Ian O'Brien's episode and clinical perceptive on Ian's research findings on exposure and response prevention therapy (ERP): drop out rate, explaining how ERP links to life, setting expectations, ERP as a lifestyle, and motivation in ERP. We also discuss building trust in therapy, therapist disclosure, self-efficacy, and much more. Hope it helps. Show notes: https://theocdstories.com/episode/spenser-517 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 

The following DX information comes from Bernie, W3UR, editor of the DailyDX, the WeeklyDX, and the How's DX column in QST. If you would like a free 2-week trial of the DailyDX, your only source of real-time DX information, justdrop me a note at thedxmentor@gmail.com First, the bad news S2 – Bangladesh - S21AM and S21RCsay their planned IOTA AS-127 operation has been postponed until sometime next year.  Cited are logistical challenges  and operational constraints in the region and "adequateresource availability concerns." Now, the Good News U.S. amateurs to receive expanded 60-meter privileges - TheU.S. Federal Communications Commission (FCC) has authorized expanded use of the 60-meter band for U.S. amateur radio operators, following rules adopted at the World Radiotelecommunication Conference 2015 (WRC-15). The new regulations, including a 15-watt effective isotropic radiated power (EIRP) power limit (not effective radiated power, or ERP), will take effect 30 days after they are published in the Federal Register. Use of this band remains on a secondary basis. The full FCC Report and Order is available online, and ARRL provides more details on its website.  XU - Cambodia – DL7BO, Tom, will be on the air as XU7GNY, December 22 to January 18.  Tom will be on 160-6 CW, SSB and FT8, concentrating on the lower bands.  QSL direct to DJ4WK or use LoTW, Club Log or eQSL. 4K – Azerbaijan – 4K/DL4XT,Jan, will on 40 and 20-10M SSB, CW and FT8 December 26 to January 3.  He will be on the air casually, aka "holiday style."  For a QSL it's LoTW, Club Log OQRS and QRZ. A6 - United Arab Emirates – A60QATAR will be December 18-22 to join in Qatar's celebration.  Some Individual ops in UAE may use that call and add /1, /2, and similar. TL - Central African Republic -  CT1END, Carlos, reminds us CR7BNW, Joao, will be operating as  TL8BNW from Bangui, Central African Republic, for six months starting in December 2025. His first activity will take place from December 20-25, 2025, using SSB and FT8 on 40, 20, 15, and 10 meters. QSOs will be uploaded to LoTW, QRZLogbook, and via the Portuguese QSL bureau.FY - French Guiana - F4GPK, Peter, will be on as TO2FY December 22 to January 15 from Kourou. TG – Guatemala - TG9/AF4CZ willbe on the air "holiday style," December 7 to January 5, mostly digital modes on 40-10.  He will upload his log to LoTW, eQSL and Club Log. Z8 - South Sudan - YI1DZ (akaZ81D), Diya's, contract with UN-WFP in South Sudan runs until March 10, 2026, with a possible 11-month extension pending approval. Due to frequent travel and a rotating work schedulethat includes leave every six weeks, radio activity is limited tofree time, mostly on weekends. The author is currently in Istanbul and will return to Juba on December 15 and could be very active as Z81D the following weekend.C5YK, The Gambia – Andre, ON7YK, is QRV from The Gambia until January 25. He is operating as C5YK on SSB, RTTY, PSK, FT8, FT4, and some CW on 20, 17, 15, 12, and 10M. QSL only via LoTW, eQSL, or direct to ON7YK. He posts his logbook on his website.  “may be a little unreliable.” Manual log upload will be every several days. Borut says to not send cards through the bureau “as they will not find my home.” He will send direct cards once he is home in Slovenia, “via OQRS only.”  OQRS.   YU – Serbia - In celebration of IARU Region 1 Young Radio Operators Month, Serbian amateurs may use the special callsigns YT25YOTA and YU25YOTA throughout December 2025.

Nesta entrevista, o CEO e cofundador da Superlógica, Carlos, revela como transformou um software de gestão em uma plataforma financeira que hoje atende mais de 130 mil condomínios. Em conversa com Mariana Amaro, em mais um episódio do Do Zero ao Topo, ele explica a virada estratégica que integrou serviços bancários ao ERP, o avanço em IA, o impacto das aquisições e a construção de um modelo que reposicionou a empresa como uma potência do mercado condominial.

During Part 2 of this year's ERP Trends & Predictions event, Shawn Windle, The ERP Advisor, and Rebekah McCabe, ERP News Analyst, divulge their predictions for the major ERP vendors in 2026. Their predictions include vendor investments and strategy including “Agentic AI,” and “Business Automation,” as well as a roadmap for navigating ERP in 2026's evolving market landscape. ERP Advisors Group's decades of experience provides deep insights on what the market can expect from ERP in 2026.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

Send us a textIs your ERP digital concrete? Or does it have the flexibility and capability to deliver what your organization needs in the era of AI? In this episode of Exchanges, host Hannah Story is joined by guests Ted Kempf from Microsoft and Marcus Raddatz and Nick Gulmon from Hitachi Solutions, to discuss the importance of a flexible and AI-enabled ERP solution.In this episode, you'll hear from Ted, Marcus, and Nick as they discuss:What Makes Microsoft ERP Special The Importance of Data Integrity, Interoperability, Security, and FlexibilityHow AI is Simplifying ProcessesWhy You Need to Know About MCPglobal.hitachi-solutions.com

Shopware has been a great partner to the show for a couple years and it is always great to have the GM/President Jason Nyus on to explain why B2B is so much tougher, but bigger for ecommerce! Mr. Nyus teaches Summer Jubilier and Scott Ohsman why Shopware is so big in Germany and how it is growing fast here in the US. What Shopware does that is so different and how it works with ERP systems along with carving out a great niche in regulated industries. We talk about how there could be an AI store of agents and why Summer must have one immediately. We play the "NAME THAT ACRONYMY" game which turns out to be both lame and entertaining. Stay on for the bloopers at the end! Enjoy Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email Guest: Jason Nyhus LinkedIn:https://www.linkedin.com/in/jasonnyhus/ Shopware Site: https://www.shopware.com/en/ QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Todayy I talk about the very common OCD obsession about wether or not your are a "good" or "bad" person. I share some different angles OCD might attack you with trying to get an answer. I also share some good exposures for this and somethigns that have helped me with this obsession. I then talk about relationship OCD and some obsessions that come with that, as well as some ways to create exposures for ERP and other mindset shifts that help you and remind you of your connection.Call 909-817-1742 to leave a “Dear Abbey” voicemail or leave a text with a question or asking for advice!! Love you guys!!

In this episode of The Pursuit Power Half Hour, Brent sits down with two seasoned CFOs, Steve DeSantis and Dave Ristow, to explore how the role of finance leadership has rapidly expanded across professional services. They discuss how CFOs are now expected to shape strategic direction, unify systems and data, strengthen delivery operations, and build tech stacks that can sustain long-term growth. Key topics covered include:How the CFO role has evolved from traditional financial oversight to strategic operatorThe challenges of rapid growth and how unified tools (PSA, ERP, BI) restore clarity and control.How CFOs partner with operations and delivery leaders Signs it's time to evolve your tech stackAdvice for CFOs on owning the enterprise tech stack, preparing for AI-enabled operations, and building companies that can scale through multiple stages of investment. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Run the Numbers, CJ Gustafson sits down with Larry Contrella, General Partner at JMI Equity, to unpack how JMI invests in software without financial engineering or roll-up strategies. Larry explains how the firm builds conviction through founder relationships, long-term partnership, and a product-and-brand-first view of durable growth. They discuss how JMI supports companies through scaling, why operating partners keep returning, and how underwriting looks different in mission-driven sectors like K–12 and nonprofit tech where customers are schools and communities, not Fortune 500s. Larry's background as a competitive runner at Penn ties the conversation together with a clear ethos: patience, discipline, and playing the long game.—SPONSORS:Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHt—LINKS:Larry on LinkedIn: https://www.linkedin.com/in/larry-contrella-160a8a25/JMI Equity: https://www.jmi.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Is taking a company public even worth it? | Fullstory's Chad Goldhttps://youtu.be/zSD8y9dr4VgSo You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://youtu.be/cgHOtvG1Ces—TIMESTAMPS:00:00:00 Preview and Intro00:02:49 Sponsors — Mercury | RightRev | Tipalti00:06:41 Joining the JMI Conversation00:07:13 College Running and Team Dynamics00:08:13 New York Marathon Story and Career Intersection00:11:04 Competitive Drive and Patience With Founders00:12:54 Building Long-Term Partnerships and Underwriting Credibility00:15:27 Growth Equity as a Long Sales Cycle00:15:48 Sponsors — Aleph | Fidelity Private Shares | Sage Intacct00:18:44 Fund Planning, Deal Pacing, and Board Commitments00:20:59 Sourcing Philosophy and Developing Investors Over Time00:22:09 Hustle as the Only Sustainable Edge in Sourcing00:24:14 Early Sourcing Tactics and Information Arbitrage00:26:06 Reputation, Experience, and Breaking Into Competitive Deals00:29:42 Organic Growth Over Roll-Ups and M&A Discipline00:32:51 Brand, Product Leadership, and Paying for the Best Businesses00:33:29 Bloomerang and Brand-Led Growth in Nonprofit Software00:34:46 Why JMI Operators Keep Coming Back00:36:28 Collaborative Leadership and Giving Constructive Advice00:38:20 Using Data Without Slowing Decisions00:39:20 Transparency, Alignment, and Knowing Where You Stand00:40:31 Why JMI Invests in K–12 and EdTech00:42:07 Mission-Driven Businesses and Talent Advantage00:43:24 Monetization Models in Nonprofit SaaS00:45:40 Conviction Bets and Product-Market Fit Stories00:48:49 Rethinking TAM and Expanding Markets Over Time00:50:40 Lightning Round: Sourcing Stories and Lessons00:52:58 Traits of Great Founders and Changing Beliefs00:54:20 Closing Thoughts and Outro#RunTheNumbersPodcast #GrowthEquity #B2BSoftware #FounderRelationships #PrivateEquity 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 welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel's evolution, why many finance professionals underuse powerful tools, and Jordan's latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan's career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel's capabilitiesJordan's perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn't dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don't become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. 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 JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:15] – Jordan's Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

2025 fostered foundational investments from major software vendors across the globe. From flexible solution announcements to realizing real value with artificial intelligence, 2025 built on what 2024 set in motion. In Part 1 of our 2026 ERP Trends & Predictions webinar, Shawn Windle, ERP Expert, and Rebekah McCabe, ERP Vendor Analyst, analyzed this year's hottest ERP vendor trends and broke-down how those trends impacted the world of software in 2025.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

Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Michael Salorio, founder and CEO of Solentrex, an ambitious new player in the solar industry bringing an all-in-one, AI-driven ERP platform to residential solar companies. Michael Salorio shares his journey from a finance and wealth management background to building a cutting-edge SaaS product and highlights how Solentrex is streamlining operations for both solar installers and sales teams. Tune in as we explore the evolving solar market, dive into Solentrex's product launch roadmap—including a soft launch and a major industry conference debut—and discuss the challenges and lessons learned from fundraising and onboarding early customers. If you're interested in vertical SaaS, ERP innovation, or the future of solar tech, this episode is packed with insights you won't want to miss! Show Notes: 00:00 "Philantrix: Team-Driven Success" 04:11 "Streamlining Solar Sales Workflow" 08:30 Delaying Launch for Accuracy 11:37 Solar Growth Through Relationships 13:50 Key Metrics for Growth Focus 17:24 "Streamlining Polar Industry Operations" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/solentrex-secures-strategic-investment Michael Salorio's LinkedIn: https://www.linkedin.com/in/michael-salorio-a55204108/ Solentrex's LinkedIn: https://www.linkedin.com/company/solentrex/about/ Solentrex's Website: https://solentrex.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

If you're in the distribution business, you're in the business of creating opportunities. Charles "Monty" Clayton is a classic example of that adage. He has played a significant role in shaping the southwest's fastener industry since the late-80s. Now, Monty is enjoying a third act fueled by the connections he's embraced along the way. Jason finally caught up with Monty to discuss his legendary career and the art of always putting yourself in a position to say "yes!"  CONNECT WITH JASON LinkedIn CONNECT WITH MONTY LinkedIn Pneu Fastener Advisors *** 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.

Send us a textRecent announcements across enterprise software, AI platforms, and services point to an accelerating convergence of intelligence, automation, and scale. Product expansions from Deltek, CallMiner, and Hightouch reflect a push to embed advanced analytics, personalization, and contextual intelligence directly into operational systems, while launches from Intellistack and Kognitos highlight growing demand for no-code and neurosymbolic approaches that reduce dependence on scarce technical talent. Strategic transactions such as IFS acquiring TheLoops and Capgemini acquiring WNS signal a broader shift toward end-to-end, AI-enabled business transformation that blends software, services, and domain expertise. At the same time, substantial funding rounds for PhysicsX, Vellum, and Vultr underscore continued investor confidence in platforms that support AI-native workloads, from applied engineering intelligence to workflow orchestration and cloud infrastructure. Collectively, these moves suggest the market is moving beyond experimentation toward integrated, production-grade AI capabilities embedded across 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 vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=NufAeaJoPwIQuestions for Panelists?

HR doesn't struggle with not having enough data - we've got tons of it. Engagement scores, churn and absenteeism rates, performance ratings, DEI metrics - the works. But can we honestly say we're brilliant at using that data to drive our people strategies? The answer is probably, “not yet.” So, this episode explores how we can get better at turning data into real insight and how that insight can help us build more trust, better performance, and stronger cultures. Lucy is joined by Jenny Deaborn who's spent her career helping organisations do exactly that. Her new book, The Insight-Driven Leader, is a practical roadmap for HR teams and leaders who want to make analytics genuinely useful and human. Drawing on over 100 one-to-one interviews with CEOs, CHROs and board members, Jenny explains why the best organisations aren't using “magic” HR metrics – they're just using familiar ones with far more rigour. She unpacks why “regrettable attrition of top performers in critical roles” beats a single company-wide turnover number every time, how to define “top performer” and “critical role” with real fidelity, and why every good HR metric should be in service of a small handful of measures the board genuinely cares about. They then dig into what it really means to be an insight-driven leader rather than just “data-informed”: connecting people data with customer metrics to show where revenue, risk and growth are truly sitting in your workforce. Jenny shares practical examples of using AI to join up disparate data sources, warning that technology is no longer the barrier – mindset and culture are.  Chapters 02:15 – Jenny's story: neurodiversity, quotas and the credibility that comes with numbers 08:35 – Business-first HR: the tiny set of people metrics CEOs and boards really care about 16:50 – From data-informed to insight-driven: joining HR, CRM and ERP data (and where AI helps) 25:20 – Is your culture ready for analytics? Plus practical first steps for aspiring insight-driven CHROs Disruptive HR  Find out more about Disruptive HR: www.disruptivehr.com Get in touch: hello@disruptivehr.com Check out The Disruptive HR Club: https://disruptivehr.com/the-club/ Contact Jenny https://www.linkedin.com/in/jennydearborn/

In this episode of the JDE Connection podcast, Chandra and Paul reconnect after Paul's brief absence, discussing the challenges and benefits of hosting solo and duo episodes. Paul shares highlights from his recent travels to Europe for Oracle's Applications Unlimited (AU) Sales Days, offering insights into how JD Edwards customers across various European cities engage with regional user groups, product updates, and collaborative mini-conferences. The hosts explore business trends around centralized versus decentralized IT structures and how these models impact technical debt, innovation, and adoption within organizations. 04:33 Where was Paul? 08:25 Oracle's Applications Unlimited Conference Overview 12:01 ERP's Role in Business Strategy 13:30 Centralized vs. Decentralized Business Models 16:58 AI Discussions Surprisingly Absent 21:52 Midwesternism of the Week Resources: If you have concerns or feedback on this episode or ideas for future episodes, please contact us at thejdeconnection@questoraclecommunity.org

Send us your thoughtsIn this episode, Hannah Munro sits down with Omar Choucair, CFO at Trintech, for a forthright look at life inside private equity. Omar offers a clear view of what the role truly demands and why it isn't for the faint hearted. He discusses the expanded remit of today's CFO, the operational intensity of PE-backed firms and the importance of pace, people and process when value creation is the end goal.The conversation covers The sharp contrasts between public company and private equity expectationsWhat a PE-ready finance team looks like and why curiosity, stamina and tight-knit business partnerships matter more than ever  How to build trust across the business and move finance from scorekeeper to genuine strategic partner The realities of scaling fast the role of technology, automation and a modern ERP in enabling profitable growth  What new and aspiring PE CFOs need to know from managing the CEO relationship to anticipating board demandsLinks mentionedOmar's LinkedinLearn more about Trintech Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

How AI and Digital Transformation Are Reshaping Heavy Equipment Dealerships with Vikram SavkarIn this episode, host Josh Elledge speaks with Vikram Savkar, CEO of VitalEdge Technologies, about how AI, ERP systems, and digital transformation are redefining heavy equipment dealerships across agriculture, construction, forestry, mining, and material handling. Vikram shares how industry-specific ERP platforms create operational leverage in a margin-sensitive environment and explains why incremental efficiency gains often produce the greatest competitive advantage. This blog captures the most important insights from their conversation, offering a clear roadmap for dealership leaders navigating modernization and AI adoption.Why Industry-Specific ERP and AI Matter in Heavy Equipment DealershipsVikram explains that heavy equipment dealerships operate in a uniquely complex environment, where individual assets can cost hundreds of thousands—or even millions—of dollars and where service, inventory, finance, and field operations must function in perfect coordination. Generic ERP platforms often fall short because they are not built to handle equipment lifecycles, parts logistics, mobile technicians, or industry-specific workflows. Purpose-built ERP systems allow dealerships to gain visibility across operations, reduce inefficiencies, and make better decisions faster.Digital transformation, Vikram notes, is not about sweeping disruption but about stacking small operational improvements that compound over time. Faster service response, tighter inventory management, and improved procurement workflows can significantly impact cash flow and customer satisfaction. In industries where margins are tight, these “game-of-inches” improvements often determine long-term success.AI further accelerates this transformation by enabling predictive maintenance, smarter inventory forecasting, and deeper customer insights. Through VitalEdge AI Labs, Vikram and his team collaborate directly with dealers to prototype AI solutions that integrate seamlessly into real-world workflows. Rather than deploying AI for novelty, the focus remains on measurable outcomes—reduced downtime, improved uptime, and data-driven decision-making that scales with the business.About Vikram SavkarVikram Savkar is the CEO of VitalEdge Technologies, where he leads innovation in ERP and AI solutions purpose-built for heavy equipment dealerships. With deep expertise in enterprise software and industry-specific transformation, Vikram focuses on helping dealers improve operational efficiency, embrace digital modernization, and gain sustainable competitive advantage. Connect with Vikram on LinkedIn.About VitalEdge TechnologiesVitalEdge Technologies provides industry-specific ERP solutions designed exclusively for heavy equipment dealerships across agriculture, construction, forestry, mining, and material handling. The platform integrates finance, inventory, service, CRM, mobile field operations, business intelligence, and AI-driven insights into a unified system. Learn more at vitaledge.com.Links Mentioned in This EpisodeVitalEdge Technologies WebsiteVikram Savkar on LinkedInKey Episode HighlightsWhy heavy equipment dealerships require industry-specific ERP systemsHow...

Send us a textSelecting the right CRM in the K-12 education sector is less about sales enablement and more about orchestrating complex, long-lived relationships across an entire educational community. Before we present our Top K-12 Education CRMs in 2025, it is important to align on what success looks like in this context—where the “customer” spans students, parents, teachers, administrators, district leadership, and external partners, each with distinct engagement cycles and data needs. K-12 organizations require platforms that can manage enrollment journeys, communications, compliance, and support interactions over many years, often under strict regulatory and budgetary constraints. As a result, CRM selection in this space prioritizes governance, data integrity, and lifecycle visibility over traditional pipeline management or revenue optimization.In this episode, our host Sam Gupta discusses the top 10 K-12 Education CRMs in 2025. He also discusses several variables that influence the rankings of these K-12 Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=VIIesikgPkoRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

In this episode of Run the Numbers, CJ Gustafson sits down with Brian Brown, Chief Financial Officer and Treasurer at Rocket Companies, to unpack how Rocket has built a differentiated, full-stack fintech business far beyond its mortgage roots. The conversation explores Rocket's approach to long-tail monetization, the strategic importance of mortgage servicing, and how recapture rates become a durable competitive advantage in volatile rate environments. Brian shares lessons from leading complex M&A transactions, managing a business that reacts in real time to macro signals, and building a finance organization that prioritizes storytelling, strategy, and cross-functional thinking over pure accounting prowess. The result is a wide-ranging discussion on what traditional financial services companies can teach modern SaaS and fintech leaders about metrics, brand, and disciplined execution.—SPONSORS:Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.—LINKS:Brian on LinkedIn: https://www.linkedin.com/in/brian-brown-3aa37a8a/Rocket Companies: https://rocket.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:From $500M Losses to $500M Profits: The CFO Who Helped Major League Baseball Win off the Fieldhttps://youtu.be/7xw9qY2w5C4—TIMESTAMPS:00:00:00 Preview and Intro00:02:30 Sponsors — Sage Intacct | Mercury | RightRev00:05:55 CJ's Rocket Mortgage Fanboy Moment00:07:13 How Rocket Mortgage Actually Makes Money00:12:06 Investing in Brand Trust for Infrequent but High-Stakes Decisions00:15:17 Mortgage Servicing as a Long-Term Relationship Engine00:17:17 Sponsors — Tipalti | Aleph | Fidelity Private Shares00:20:40 Why the Long Tail of Customer Relationships Is Underrated00:23:01 Recapture Rate and Why Mortgage Loyalty Is Broken00:25:23 Lower CAC Through Lifetime Value and Repeat Borrowers00:30:55 Financial Storytelling as a CFO's Real Job00:33:03 Why CFOs Must Sell the Story, Not Just the Numbers00:40:49 Public vs. Private M&A and Why Public Deals Are Harder00:45:21 Redfin Acquisition Thesis and Top-of-Funnel Strategy00:52:18 Being Swarmed by Merger Arb Funds Like Taylor Swift00:55:18 How Rocket Forecasts in a Volatile Interest Rate Environment00:58:04 Weekly Forecasting, Scenario Planning, and Avoiding Forecast Fatigue01:00:32 Finance Teams as Business Consultants and Strategic Partners01:02:23 Why CFOs Need a Seat at the Strategy Table01:04:19 Long-Ass Lightning Round: A Leadership Mistake and Building Teams01:05:58 Leadership Lessons on Team Size and Accountability01:07:33 Advice to Younger Self and Slowing Down01:08:49 Finance Software Stack and AI Tools01:11:31 Lessons from Working with Dan Gilbert01:16:58 Craziest Expense Story01:17:55 Outro#RunTheNumbersPodcast #CFOLeadership #FinanceStrategy #MergersAndAcquisitions #FinancialStorytelling 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 insightful episode, we explore the concept of parental accommodation — the well-intentioned ways family members and loved ones may unknowingly reinforce OCD behaviours. Drawing from the research of Professor Eli Liebowitz (Yale) and real-world clinical experience, the hosts unpack how accommodation develops, why it's so hard to stop, and how families can begin to make meaningful change.From checking, reassuring, or adapting routines “just to keep the peace,” to facing meltdowns, fear, or guilt when setting limits — this conversation goes deep into what it means to hold boundaries with compassion. You'll hear about ERP therapy, the SPACE model, and practical ways clinicians and parents can work together to reduce accommodation and empower recovery.

Holiday gift-giving can be stressful for anyone, but for people with OCD it often becomes overwhelming. The pressure to get the “perfect” gift, spend the right amount, and avoid disappointing others can trigger intense anxiety, mental checking, and endless second-guessing that turns a kind gesture into a source of fear and exhaustion. In this video, NOCD therapist Tracie Ibrahim gets to the root of the issue, and explains how evidence-based treatment can help loosen its grip and make the holidays feel manageable again.NOCD specializes in exposure and response prevention therapy (ERP), the most effective treatment for OCD. Want to explore your treatment options? Book a free 15-minute call with us at https://learn.nocd.com/YTFollow us on social media:https://www.instagram.com/treatmyocd/https://twitter.com/treatmyocdhttps://www.tiktok.com/@treatmyocd Hosted on Acast. See acast.com/privacy for more information.

In this no-holds-barred episode of The Fleet Success Show, RTA's VP of Product & Consulting, Marc Canton, is joined by the Fleet Whisperer himself, Steve Saltzgiver, to dissect one of the biggest mistakes fleets make: trying to manage fleet operations through non-fleet systems like ERPs, EAMs, or telematics platforms with maintenance add-ons.Steve shares battle-tested stories from his decades of hands-on fleet leadership, where multi-million dollar companies wasted years and millions trying to shoehorn fleet into systems never meant for it. The two dive deep into the problems with using generic asset systems—and explain exactly why FMIS (Fleet Management Information Systems) like RTA are built to drive wrench time, reduce downtime, and give you clean, reliable data.Whether you're being forced into an ERP, trying to justify an FMIS to leadership, or want real-world ammo to make your case, this episode is your go-to resource. ✅ Key TakeawaysERPs and EAMs are not built for fleet: From 40-click work orders to missing fleet-specific features like VRMS codes and SRT tracking, they cause inefficiency, data loss, and user frustration.FMIS platforms deliver immediate ROI: Purpose-built systems dramatically reduce clicks, improve reporting accuracy, and streamline daily shop workflows.Fleet data needs fleet-first systems: Granular cost tracking, downtime reporting, and shop scheduling require systems designed for mobile assets, not static ones.Politics often drive bad decisions: Leadership's desire for system consolidation often ignores the operational needs of the fleet.Don't go it alone: Independent third-party evaluations can help justify the move to an FMIS. 

Blake Grayson, CFO of Docusign, joins CJ Gustafson to discuss how a company that redefined e-signature and became a verb is now navigating its next chapter in intelligent agreement management. Drawing on more than a decade at Amazon—where he helped forecast AWS and worked inside some of the company's most operationally demanding businesses—Blake explains how financial discipline, operational depth, and clear narrative-building shape his approach as CFO. The conversation explores how to evolve a beloved product without diluting the brand, why pricing is as much about positioning as revenue, how to communicate go-to-market mechanics without losing the room, and why effective capital allocation accepts that not every big bet needs to land to shape the leader you become.—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run—LINKS:Blake on LinkedIn: https://www.linkedin.com/in/blake-grayson-3197043/Docusign: https://www.docusign.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growthhttps://youtu.be/VRpTNDIfzPY—TIMESTAMPS:00:00:00 Preview and Intro00:02:39 Sponsors – Fidelity Private Shares | Sage Intacct | Mercury00:05:09 DocuSign as a Top CFO Tool00:07:33 From E-Signature to Intelligent Agreement Management00:09:09 Complexity Before and After a Signature00:11:02 Cost of Poor Agreement Management00:12:30 Agreement Oversight and CFO Risk00:13:28 Pricing: Usage to Seat Models00:14:12 Enterprise vs SMB Pricing00:15:00 Sponsors – RightRev | Tipalti | Aleph00:19:18 Simplicity, Tiers, and IAM Value00:20:36 Forecasting New Products in a Renewals Base00:22:13 Modeling Mix Shift and GTM Enablement00:23:56 Faster Time-to-Value With Intelligent Repositories00:25:06 Building GTM Muscle for a Platform00:26:29 Launching IAM in Commercial First00:27:31 Forecasting Growth vs Cost00:28:41 Company-Wide Alignment on Priorities00:30:02 Aligning Investor Messaging With Operations00:31:20 Staying Focused on Long-Term Outcomes00:32:27 Customer-First Decision Making00:33:41 Transparency and What Not to Disclose00:34:52 Asking Better Metric Questions00:36:28 Avoiding Data Paralysis00:38:52 Amazon's Weekly Business Reviews00:41:07 Bezos Meetings and the Silent Read00:45:09 The “Question Mark Email” and Customer Anecdotes00:50:22 Unit Economics of a Server and Early AWS Bets00:53:42 Handling Nonpayment Risk00:55:07 Operational Chaos: Perishables and Regulation00:57:04 The “No Eggs in California” Story00:59:31 Treating Escalations as Company Problems01:00:59 Biggest Career Mistake01:02:44 Advice to His Younger Self01:06:34 Tools Finance Uses: Oracle, Bots, IAM, Salesforce, Workday01:09:21 Wildest Expense Attempts01:12:32 Closing Thanks and Credits#RunTheNumbersPodcast #Docusign #CFOInsights #SaaSLeadership #AIManagement 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 is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today's business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance.Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance.Expect to Learn:How clarity, influence, and foresight define great FP&A workThe importance of empathy and communication in leadership rolesReal-world lessons from career failures and how to bounce backBest practices for budgeting and data governanceHow to make sure your financial forecasting is both transparent and trustworthyHere are a few quotes from the episode:“FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder“The way you say things can matter just as much as what you say in FP&A.” – Rosemary LindenGlenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A!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 Rosemary Linden:LinkedIn - https://www.linkedin.com/in/rosemarylinden/Company - https://www.linkedin.com/company/momentumcfo/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] – What makes great FP&A[07:00] – Glenn's career failure and lesson[11:06] – Rosemary on empathy and tone in FP&A[19:09] – Managing failure[26:00] – Unusual FP&A requests[38:40] – Streamlining budgeting and setting targets[45:30] – Importance of data governance[49:40] – FP&A's role in raising capital[54:35] – Final thoughts on FP&A's impact

In this episode, Kimberley breaks down why OCD themes shift so quickly and teaches you how to generalize your ERP skills so you can respond effectively—no matter what obsession shows up.

What does it take to scale a consulting firm internationally without external capital? In this episode, Joe O'Mahoney speaks with Olly Purnell, Managing Partner and co-founder of Q5, about how the firm grew from a five-person partnership to a global consultancy. With nearly 30 years of consulting experience, he leads client engagements across sectors while also focusing on attracting top talent to support Q5's growth in the UK, US, and Australia.Olly explains why Q5 moved away from an associate-heavy model, how they built a culture around organisational health, and how their internal tool—Org Maps—supports operating model work by analysing spans, layers, and resource allocation directly from client ERP data.They also discuss Q5's shift from a traditional partnership to a broader shareholder structure, the targeted mergers that helped them enter new markets, and the leadership decisions that preserved the team during COVID-19.Olly closes with insights into the future of consulting, the impact of AI, and Q5's focus on strengthening their tools and international footprint. In this episode, you will learn: How Q5 scaled from a small founding team to an international consultancyWhy the firm shifted from an associate-led model to full-time hiringWhat “organisational health” means in practice and how Q5 delivers itHow Org Maps supports operating model and workforce decisionsWhy Q5 moved from a partnership to a broader shareholder structureThe leadership decision that protected the firm during COVID-19How Q5 approaches growth, culture, and the future of consulting in an AI-driven eraThis conversation offers a clear look into how Q5 has grown, adapted, and defined its approach to organisational health. Olly's reflections on culture, structure, and leadership provide practical insights for any consultancy thinking about scale. We hope you found the discussion valuable and thought-provoking.Connect with Olly:Website: q5partners.comLinkedIn: Olly Purnell Send us a textProf. Joe O'Mahoney helps boutique consultancies scale and exit. Joe's research, writing, speaking and insights can be found at https://equitysherpa.com.

Read the full transcript here. Where is the line between ordinary intrusive thoughts and an OCD pattern that hijacks the day? How do obsessions and compulsions condition each other so that brief relief entrenches the loop? What clinical markers - ego-dystonic content and intact reality testing - separate OCD from psychosis? How do thought–action fusion, inflated responsibility and “zero-risk” striving amplify checking and covert mental rituals? Why does repeated checking degrade memory confidence and widen doubt? How should ERP be structured to target hidden mental rituals as well as visible behaviors, and what metrics best define success? When are SSRIs a helpful platform for ERP, and why are effective doses often higher than for depression? What boundaries and scripts help families avoid reassurance and accommodation while staying empathic? How do culture and news cycles shape obsession themes without changing the underlying mechanism? What relapse-prevention practices keep gains durable - normalizing setbacks, tracking triggers, and refocusing on work, love, and presence? David Adam is an author and journalist, who covers science, environment, technology, medicine and the impact they have on people, culture and society. After nearly two decades as a staff writer and editor at Nature and the Guardian, David set up as a freelancer in 2019. David's book - The Man Who Couldn't Stop - is his attempt to understand the condition and his experiences with OCD, where he explores the weird thoughts that exist within every mind and explains how they drive millions of us toward obsession and compulsion. Links: The Man Who Couldn't Stop: OCD and the True Story of a Life Lost in Thought Staff Spencer Greenberg — Host + Director Ryan Kessler — Producer + Technical Lead WeAmplify — Transcriptionists Igor Scaldini — Marketing Consultant Music Broke for Free Josh Woodward Lee Rosevere Quiet Music for Tiny Robots wowamusic zapsplat.com Affiliates Clearer Thinking GuidedTrack Mind Ease Positly UpLift [Read more]

Send us a textRecent product launches, acquisitions, and funding announcements underscore how rapidly enterprise software and AI platforms are evolving across both horizontal and vertical use cases. Vendors such as Orbit Analytics, Deltek, and Advantive are extending core operational solutions with deeper analytics, compliance, and decision-support capabilities, while companies like Pipefy, Aquant, Kognitos, and Intellistack are pushing AI further into everyday workflows through agents, retrieval-augmented conversations, neurosymbolic reasoning, and no-code automation. Strategic moves like IFS acquiring TheLoops highlight growing demand for AI-driven operational intelligence embedded directly into ERP ecosystems, rather than bolted on at the edges. At the same time, significant growth financings for PhysicsX and Vultr signal continued investor confidence in infrastructure and applied-AI platforms that can support increasingly compute-intensive, industry-specific use cases. Together, these developments point to a market shifting from experimental AI features toward scaled, production-ready capabilities tightly integrated with core enterprise systems.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=hw7jW3wPtFQQuestions for Panelists?