Podcasts about ERP

In episode 497 I chat with Dr Steven Phillipson. Steven is a licensed clinical psychologist who specialises in Cognitive-Behavioral Therapy for OCD. Steven is the Clinical Director at the Center for Cognitive Behavioral Psychotherapy in New York.  We discuss identity contamination as a theme of OCD, the amygdala, not buying into OCD themes, talking about OCD with people, Dr Phillipson's Cancel Toku list - a list of irrational or maladaptive words and concepts and their more adaptive equivalents, some exposure and response prevention therapy (ERP) tools, and much more. Hope it helps.  Show notes: https://theocdstories.com/episode/phillipson-497  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 A live training by Dr Phillipson for therapists: https://www.integrativecentreforocd.co.uk/live-trainings-therapists/phillipson Join many other listeners getting our weekly emails. Never miss a podcast episode or update: https://theocdstories.com/newsletter  Thanks to all our patrons for supporting our work. To sign up to our Patreon and to check out the benefits you'll receive as a Patron, visit: https://www.patreon.com/theocdstoriespodcast 

Send us a textEnterprise IT decisions carry enormous financial and strategic weight, and analyst firms like Gartner, Forrester, and IDC play a pivotal role in shaping them. Yet despite the influence of their research, many IT and business leaders struggle to use it effectively. Too often, organizations rely on reprints or surface-level summaries without grasping the full context or limitations. When properly interpreted, analyst insights can significantly reduce risk, streamline decisions, and steer companies away from costly mistakes. But unlocking that value requires more than just access—it demands a clear understanding of how to translate dense reports into actionable guidance that aligns with specific business needs.In this episode, Sam Gupta engages in a LinkedIn live session with Carter Lusher—an industry analyst veteran with experience on both sides of the table, as a former Gartner and Ovum analyst, in a live LinkedIn session as they discuss the consumer's guide to IT industry analyst research and advice.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In This Episode ERP implementation isn't just a tech upgrade—it's open-heart surgery for your business. In this powerful conversation, returning guest Kevin Bonfield joins host Adi Klevit to demystify ERP transitions and explain why businesses often underestimate the strategic complexity involved. Kevin shares the two main reasons companies switch ERP systems and emphasizes that success begins with clearly defining what the new system should accomplish. Adi and Kevin walk through a step-by-step roadmap—from strategic alignment to RFPs, internal process documentation, and license negotiations. They explore the real-world challenges of change management, especially when multiple legacy systems or acquired businesses are in play. Together, they reinforce the critical need for companies to distinguish between processes that differentiate and those that can be standardized. Whether you're scaling, streamlining, or seeking clarity, this episode offers practical insights into planning and executing a successful ERP implementation—without losing your team, your vendors, or your data in the process.  

In this episode of Inside SAP S/4HANA Cloud, host Yannick Peterschmitt welcomes Rahul Bhardwaj from dsm-firmenich to share his remarkable ERP transformation journey. From unexpected surprises during onboarding to leading a pioneering Public Cloud implementation, Rahul discusses the importance of asking "why," embracing a cloud mindset, and navigating change management. Discover how his team turned a business challenge into an award-winning innovation—and why pickleball perfectly describes his SAP journey.

Send us a textThe enterprise software landscape continues to evolve rapidly, with vendors doubling down on AI innovation, strategic partnerships, and vertical-specific enhancements. Acumatica is making waves by detailing its AI-driven ERP roadmap tailored for the mid-market, while Deltek introduces benchmarking capabilities powered by its Clarity study to enrich Vantagepoint users' insights. Meanwhile, Appian and Creatio are pushing platform updates that elevate data fabric and process automation experiences. Strategic alliances are also taking center stage—IFS and UKG are teaming up in North America, as are Rimini Street and T-Systems for enterprise support and hosting. From GoTo's targeted platform for automotive dealerships to Persado's dynamic email tailored for financial services, and ServiceNow's AI agents built for telecom, the message is clear: enterprise tech providers are sharpening their focus on specialization, intelligence, and integration.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, they dissect the contradictions of Ellison's public and private personas, Oracle's aggressive sales culture, and the book's surprisingly prescient predictions about tech's future. They reflect on ERP nightmares, Oracle's early brushes with collapse, and its surprisingly fertile alumni network. The conversation probes the blurred line between visionary leadership and red flags, while tracing Ellison's uncanny resemblance to figures like Elon Musk. From petty footnotes to PR plays, it's a sharp look into one of tech's most enduring empires._______________________________________________________________[00:00:00] Introduction to the podcast and book.[00:01:48] Byrne joins the episode.[00:01:49] Quick disclaimer on investment advice.[00:02:37] Skipping the boating sections in book.[00:03:30] Initial thoughts on Oracle in 2003.[00:04:00] Larry Ellison's personality contradictions.[00:05:45] Oracle's sales tactics and benchmark claims.[00:07:00] Predictions on mobile and distributed systems.[00:08:44] ERP transition challenges explained.[00:10:03] Reasons to bet against Oracle.[00:12:04] Oracle's management style and red flags.[00:14:23] Intelligence connections and conspiracies.[00:15:54] Government ID advocacy post-9/11.[00:17:24] Comparing Larry Ellison to Elon Musk.[00:19:45] Book's structure and humorous footnotes.[00:22:55] Seibel rivalry and Oracle acquisitions.[00:25:11] PR's role in Oracle's strategy.[00:26:40] Market perceptions and quarterly focus.[00:30:03] Importance of sell-side analysts back then.[00:31:29] Anecdotes about market cap drops.[00:33:48] Oracle's executive alumni shaping tech.[00:36:23] Differences in tech executive pipelines.[00:38:51] GE's internal business training system.[00:41:09] Ellison's hiring practices and red flags.[00:44:05] PeopleSoft DOJ case and hypocrisy.[00:46:43] Safra Katz's rise at Oracle.[00:49:19] Oracle's leadership transition dynamics.[00:51:54] Book's narrative style and structure.[00:52:56] Author's omission of Ellison's childhood.[00:55:13] Ellison's charisma and software predictions.[00:58:33] Ellison's lasting influence and vision.[00:59:45] Tease for next month's book selection.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

“We're not here to compete with MSPs—we're here to help them grow, take on more business, and deliver more value to their clients.” — Amy Kincaid, Vice President, Robert Half In this live podcast recorded from Podcast Row at ChannelCon 2025, Doug Green, Publisher of Technology Reseller News, interviews Amy Kincaid, Vice President at Robert Half, to explore how the global talent solutions firm is empowering managed service providers (MSPs) to scale confidently into new markets. With over 300 offices globally and a deep technology talent network enhanced by AI tools, Robert Half is not just another staffing firm. “We've evolved well beyond finance and accounting,” says Kincaid. “In technology, we're enabling MSPs to take on complex, high-demand projects—cloud migrations, AI implementations, ERP rollouts—by delivering vetted, on-demand expertise that aligns precisely with their clients' needs.” Kincaid describes a powerful example: An MSP landed an AI implementation opportunity but lacked internal staff to execute. Instead of passing or overcommitting, the MSP partnered with Robert Half to bring in AI engineers on contract, allowing them to deliver the solution and retain the client. “It's not about hiring full-time. It's about being agile and accessing the right skills, fast,” Kincaid notes. Robert Half's searchable talent database matches highly specific criteria—from certifications and past performance to geography and client industry. Whether the need is for a Dallas-based data engineer with Azure Data Factory experience or a remote cybersecurity architect, the system delivers fast, reliable matches. And in today's remote-friendly world, that speed and precision often makes the difference between winning and losing deals. “We've worked with over 170 MSPs this year alone,” says Kincaid. “Our model supports everything from Tier 1 helpdesk to high-level security and AI roles. We're not replacing MSPs; we're augmenting them so they can say yes to more.” To learn more about Robert Half's specialized technology staffing services, visit https://www.roberthalf.com. MSPs and IT leaders can also connect directly with Amy Kincaid on LinkedIn to discuss opportunities and workforce needs. — Listen to the full podcast at Technology Reseller News ️Featuring: Amy Kincaid, Vice President, Robert Half Hosted by: Doug Green, Publisher, Technology Reseller News Recorded live at ChannelCon 2025, Podcast Row  

Send us a textMany brand owners think the only way to grow is to do more. More products, more orders, more late nights. But being busy and trying to do it all yourself to save money doesn't mean you're building a smarter business.In this episode of the Foodpreneur with Chelsea Ford podcast, I'm joined by two brilliant minds who know how to scale without the chaos - Jason Stockton, founder of the ERP system Supply'd, and Ross Galettis from Madhouse Bakehouse, who's supplying Qantas (and hundreds more) with mouth-watering baked goods.In this episode, we lift the lid on:

In this episode, hosts Lois Houston and Nikita Abraham welcome back Cloud Delivery Lead Sarah Mahalik for a detailed tour of the four pillars of Oracle Fusion Cloud Applications: ERP, HCM, SCM, and CX.   Discover how Oracle weaves AI, analytics, and automation into every layer of enterprise operations. Plus, learn how Oracle Modern Best Practice is redefining digital workflows.   Oracle Fusion Cloud Applications: Process Essentials https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-hcm/146870 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundations-enterprise-resource-planning-erp/146928/241047 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-scm/146938 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-cx/146972   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 Innovation Programs with Oracle University, and joining me is Nikita Abraham, Team Lead: Editorial Services.     Nikita: Hi everyone! Last week, we spoke about Oracle Cloud Apps and the Redwood design system. Today, we'll take a closer look at the four key pillars of Oracle Cloud Apps.    Lois: And we're so excited to have Sarah Mahalik back with us. Sarah is a Cloud Delivery Lead here at Oracle. Hi Sarah! In the last episode, we briefly spoke about the various Oracle Cloud Apps offerings and their capabilities. For anyone who missed that episode, can you give us a quick introduction?   01:06   Sarah: Oracle Cloud Applications is an incredibly broad suite that covers many of the most important business functions, from Human Capital Management, Supply Chain Management, to Enterprise Resource Planning and Customer Experience. The products in the Oracle Fusion Cloud Applications suite are organized by functional groups or pillars. All of these applications sit on Oracle Cloud Infrastructure, a foundation built from scratch to support mission-critical applications.    Oracle Fusion Applications deliver a single source of truth, enabling quick responses to disruptions and market opportunities. With unified data and consistent business rules, teams can build streamlined end-to-end processes, access real time analytics, and make faster data-driven decisions for improved outcomes.   01:52   Nikita: Ok, let's actually get into each of these areas. I think we can start with Human Capital Management.   Sarah: Oracle Human Capital Management is an end-to-end solution that allows you to manage all aspects of people data from hire to retire. It all starts with recruiting, or requisitions are used to advertise vacant positions, and candidates are managed through the hiring process. After recruitment, successful candidates are transferred to the human resources module.   You can configure the organization structure to mirror that of your business. And this allows for easy reorganization whenever the structure changes. People data is a staple element of HCM. Therefore, as part of this product, an HR specialist can manage everything about the employee life cycle, including promotions, transfers, general assignment changes, and terminations.   A robust self-service offering allows employees and managers to take ownership and responsibility for the data pertaining to themselves and their teams. By removing the burden of simple data processing from the HR specialists, it not only eases the pressure on the HR department but allows them to concentrate on more specialized tasks.   03:00   Lois: And how are the core products of HCM categorized?   Sarah: The core products of Human Capital Management are categorized into four main groupings according to their logical purpose. First up, we have our human resources. This grouping includes the elements for implementing and maintaining the enterprise and workforce structure and employee life cycle data. This is where you would configure the organization structure as well as manage an employee's data from the HR specialist point of view. In addition, modules such as benefits, work life, workforce modeling and planning, and advanced HCM controls also sit within this category.   This brings us to talent management. This category is one of the largest because it includes recruiting, learning, goals and performance management, career development, succession planning, talent reviews, and compensation. In addition to that, dynamic skills and opportunity marketplace are also included in this grouping. Within workforce management, you'll find absence management and time and labor.   These naturally sit together because most organizations that implement both configure it so that an employee can enter both work time and absences on a time card, instead of having to visit two different entry points. You'll also find workforce health and safety here. And finally, payroll. All aspects of payroll are included here, whether you're simply using global payroll or localizations, such as UK, Canada, and Mexico.   It also encompasses payroll interface for those organizations that run their payroll from another system, and just need to extract and migrate the relevant data from Fusion HCM Cloud. When talking about HCM systems, we cannot forget the employee self-service aspect of the product. For this, there's an employee experience module called Oracle Me. Here you'll find options, such as HCM communicate, touchpoints, journeys, HR help desk, and Oracle digital assistant.   All of these combined enable an employee to take control and ownership of their own data, and use the many self-help options to get the information they need quickly and efficiently. In order to control how the system behaves and how users interact with it and perform the various processes, there are configuration options. These options allow organizations to define such things as the user experience, workflows, and approval policies based on their business requirements. And to meet the constant need for reporting, there's analytics, planning, and data modeling.   And in addition to all of that, you can use configuration options, such as extensibility, integration, or import and extracts, security, and adaptive intelligence to help enhance the system and have it working and looking the way you need. Of course, much of these latter configuration items are not exclusive to HCM but are available for the Oracle Fusion Cloud as a whole.   05:47   Lois: That's great. Ok, let's move on to Oracle Enterprise Resource Planning, or ERP.   Sarah: This is a complete modern Cloud ERP suite that provides your teams with advanced capabilities, such as AI, to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage.   Oracle Cloud ERP automates the entire Record to Report process and provides a common repository of information for global financial reporting and compliance. Within ERP, we have the broadest and deepest suite offering everything you need, from financials, project management, enterprise performance management, risk management and compliance, and analytics.    06:34   Nikita: Sarah, could you break down the different modules within ERP?   Sarah: First, we have Financials, which is a global financial platform that connects and automates your financial management processes, including payables, receivables, fixed assets, expenses, and reporting for a clear view into your total financial health. Oracle Project Management offers a single project cloud solution designed to help you gain a complete picture of your organization's project finances and operations. It's seamlessly integrated across the enterprise with the Oracle Fusion Cloud ERP, HCM, and SCM applications.   Oracle Fusion Cloud Enterprise Performance Management, or EPM, helps you model and plan across finance, HR, supply chain and sales, streamline the financial close process, and drive better decisions. Oracle Fusion Cloud Risk Management and Compliance is a security and audit solution that controls user access to your Oracle Cloud ERP financial data, monitors user activity, and makes it easier to meet compliance regulations through automation.   Oracle Risk Management Compliance uses AI and ML to strengthen financial controls to help prevent cash leaks, enforce audit, and protect against emerging risks, saving you hours of manual work. Oracle Analytics for Cloud ERP complements the embedded analytics in Cloud ERP to provide pre-packaged use cases, predictive analysis, and KPIs based on variance analysis and historical trends.    08:06   Lois: And what about Supply Chain Management?   Sarah: Oracle Supply Chain Management empowers organizations to plan, source, make, deliver, and service goods with agility and resilience. It offers a solution that integrates advanced capabilities, such as AI/ML and blockchain, to optimize the supply chain life cycle from start to finish.   08:31   Adopting a multicloud strategy is a big step towards future-proofing your business and we're here to help you navigate this complex landscape. With our suite of courses, you'll gain insights into network connectivity, security protocols, and the considerations of working across different cloud platforms. Start your journey today to multicloud today by visiting mylearn.oracle.com.    08:58   Nikita: Welcome back! Sarah, what makes Oracle Fusion SCM so powerful?   Sarah: When it comes to planning, you can leverage strategic, tactical, and operational processes for accurate forecasting and resource alignment. Sourcing and manufacturing help you streamline procurement and production to meet supply and demand efficiently. Inventory and warehousing processes ensure the right goods are available, stored, and managed effectively.   Fulfillment is also known as the pick, pack, and ship part of the supply chain and delivery entails order tracking and receipt. Having connected processes in place ensures that billing and revenue recognition are applied correctly on the goods and services. Great customer service models provide accurate tracking of customer orders and deliveries. And this can provide insight for an accurate picture of future planning, manufacturing, and inventory forecasts. This is a constant cycle because information and analytics feed into the planning process.   Oracle Supply Chain Management is designed to seamlessly integrate and optimize every step of the supply chain process, ensuring businesses can adapt to dynamic market conditions and customer expectations. The solution supports end-to-end supply chain processes and leverages cutting-edge technologies to transform how organizations manage their operations.   In planning, Oracle SCM empowers businesses with advanced planning tools to align supply and demand effectively. Sourcing and manufacturing assists in streamlining procurement and manufacturing workflows to drive efficiency. Inventory and warehousing optimizes inventory and warehouse management processes with intelligent capabilities.   Fulfillment delivery helps to accelerate order fulfillment and delivery operations to meet customer needs. And servicing allows you to maintain strong customer relationships through seamless post-sale servicing. Oracle SCM ensures an agile and resilient supply chain with the help of technologies like AI, ML, and blockchain. These tools empower organizations to stay competitive in a fast-paced environment while exceeding customer expectations.   11:03   Lois: To round out our discussion, let's talk about Oracle Customer Experience.   Sarah: Customer Experience, or CX, provides the platform and products necessary to capture all customer touch points and interactions. This platform also automates the business process from interest and lead generation to the sale and provision of products and services. The major product areas are marketing, sales, service, and CX platform.    11:32   Nikita: Could you dive a bit deeper into its key areas?   Sarah: Oracle Marketing solutions allow you to create targeted cross-channel marketing campaigns, optimize lead generation activities, personalize customer and prospect communication, and automate marketing activities. Use real-time data-driven insights to engage, convert, and nurture buyer relationships to increase sales. Featured products include Eloqua Marketing Automation, Responsys Campaign Management, CrowdTwist Loyalty and Engagement, Infinity Behavioral Intelligence, Unity Customer Data Platform, and more.   With Oracle Sales, you can deliver responsive selling across all touchpoints. Oracle Sales guides sellers with intelligent recommendations and gives them a faster path to critical records to help them focus on the right prospects at the right time. The modern, unified selling and buying approach of Oracle CX connects sales and commerce to service, marketing, and the entire customer experience. Featured products include Salesforce Automation, Sales Planning, Sales Performance Management, Configure, Price, and Quote, Subscription Management, Partner Relationship Management, and Customer Data Management.   Oracle Service enables you to help customers when and where they need you with automated workflows for customer self-service, agent-assisted service, and Field Service engagements. You can accelerate the resolution of service issues with AI-driven recommendations, unified data visibility, and cross-organization and cross-channel collaboration tools.   At Oracle, we make every customer interaction matter by using a suite of CX Cloud applications that connect marketing, sales, customer service, Field Service, and e-commerce. Oracle connects our customer experience systems with finance, supply chain, and HR on a unified cloud platform for a single, dynamic 360-degree view of the customer.   13:31   Lois: Before we wrap up, how does Oracle Modern Best Practice, or OMBP, fit into Oracle Cloud Apps?   Sarah: OMBP illustrates common business processes optimized to leverage the latest applications and technologies in Oracle Fusion Applications.   Oracle Modern Best Practice comprises reimagined industry standard business processes powered by Oracle technology. Engineered into Fusion Applications, OMBP simplifies and streamlines workflows, enabling organizations to leverage modern, efficient, and scalable practices. As we align more assets with OMBP, there will be a stronger connection between global process owners and business process innovation within a customer's organization.   OMBP was derived from over 10,000 successful delivery projects. To publish an OMBP, past Oracle projects were analyzed for successful and unsuccessful processes. Successful processes were reviewed and optimized by product experts, engineers, customers, and key users. Optimized processes were published to OMBP to make them available to other customers.   14:40   Lois: Well, that's it for this episode. Thank you, Sarah, for all of your incredible insights.    Nikita: If you want to learn more about what we discussed today, head over to mylearn.oracle.com and take a look at the Oracle Fusion Cloud Applications Process Essentials courses. Until next time, this is Nikita Abraham…   Lois: And Lois Houston, signing off!   15:01   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.  

Send us a textThe Configure-to-Order (CTO) space within manufacturing demands systems built for flexibility—balancing standardized components with the ability to configure products quickly and accurately. Unlike Engineer-to-Order (ETO), where each project starts from scratch, CTO relies on predefined options that can be assembled in various ways to meet customer needs. This configuration may occur within ERP or PLM systems, or extend outward through CPQ tools and e-commerce interfaces, depending on how a company structures its sales and fulfillment processes. Given the wide variability in product complexity and go-to-market strategies, there's no universal approach—successful CTO execution hinges on aligning configurability with business objectives and user experience.In this episode, our host Sam Gupta discusses the top 10 configure-to-order manufacturing ERP systems in 2025. He also discusses several variables that influence the rankings of these configure-to-order manufacturing ERP systems. Finally, he shares the pros and cons of each configure-to-order manufacturing ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode, Harish Chandramowli, Co-founder and CTO of Flaire, explores how AI is transforming the fashion and clothing industry—especially in streamlining operations and improving data management. He highlights the challenges brands face when relying on spreadsheets, and stresses the importance of data integrity for better decision-making. He also emphasizes the need for flexible pricing and the importance of adapting technology to fit each brand's unique workflows in the fashion and clothing industry. Topics discussed in this episode:  Why spreadsheets are secretly killing fashion brands' profitability. How AI is revolutionizing fashion operations. What data integrity mistakes cost fashion brands millions. Why most fashion ERP implementations fail. How to sanitize messy fashion data. What technical flexibility really means. Why pricing strategy determines software adoption. How AI visualizes complex fashion processes. What workflow understanding reveals. Why collaboration beats technology. Links & Resources Website: https://www.Flairesoftware.com/LinkedIn: https://www.linkedin.com/in/scharish/LinkedIn: https://www.linkedin.com/company/Flaire-softwareGet access to more free resources by visiting the show notes athttps://tinyurl.com/3c2b4vj4MORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!

How do you keep innovating and disrupting when you're already the incumbent? And how do you prevent a $200B+ company from becoming slow and complacent? In this episode, CJ is joined by Sandeep Aujla, CFO of Intuit, who shares how one of the world's largest software companies continues to operate with the agility of a startup. With QuickBooks, TurboTax, Credit Karma, and MailChimp all falling in the Intuit family tree, serving both consumers and businesses, Sandeep breaks down the company's platform strategy, explains how he tells a unified story across these product lines, and describes how he prioritizes capital allocation. He also talks about Intuit's efforts to leverage AI to improve internal efficiencies, insights into the ideal CFO-CTO relationship, tactics for saying no, the benefits of letting stuff break, and how finance helped uncover a major growth opportunity for Intuit in the mid-market. The conversation touches on the company's 25 golden metrics, why leap years and the Super Bowl affect revenue, and the lesson Sandeep learned from a $2 coffee.—LINKS:Sandeep Aujla: https://www.linkedin.com/in/aujla/Intuit: https://www.intuit.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(02:30) Sponsor – Pulley | Brex | Aleph(07:11) Sandeep's Career Journey at Intuit(09:41) The Stigma Around CFOs and Seriousness(11:01) Being the Disruptor When You're Already the Incumbent(14:04) Intuit: Software, Payments, or Services Company?(15:21) Sponsor – RightRev | Navan | NetSuite |(19:00) The Intuit Family Tree(20:14) Cross-Platform Network Effects(21:54) Telling a Unified Story Across Multiple Product Lines(25:24) How Finance Discovered a Mid-Market Growth Opportunity(28:56) Reducing Churn by Keeping Customers on Platform(31:04) How Small Businesses Are Evolving To Leverage Tech and AI(34:11) How Sandeep Prioritises Capital Allocation(37:17) Tactics for Saying No Gracefully as a CFO(39:39) The Benefits of Letting Stuff Break(43:10) Reinvesting Across the Business: Consumer Versus Business(45:36) The CFO-CTO Relationship in the Age of AI(49:45) Tracking Intuit's Target for Internal AI Efficiency(52:06) Surprising Usage Patterns: Leap Years, Game of Thrones, etc(53:15) The Different Use Cases for AI Internally(55:48) The 25 Golden Metrics That Matter(58:45) Leap Years and Other Surprising Things That Impact the Business(1:00:04) Long-Ass Lightning Round: A Deadline Mistake(1:02:04) Advice to Younger Self(1:03:48) Finance Software Stack(1:04:36) A Bonus Question: Printed Notes(1:05:17) Craziest Expense Story—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph 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/runRightRev 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.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#platformbusiness #innovation #disruption #CapitalAllocation, #FinancialSoftware Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Today on Moment of Zen, Erik Torenberg and Samo Burja explore how China's elite universities are creating a ruling class similar to America's, with student activism and credentialism reshaping both nations' power structures. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: ⁠https://brief.bismarckanalysis.com/⁠ Live Players: ⁠https://link.chtbl.com/liveplayers⁠ --

Pricing and packaging has undergone a radical transformation since the early 1950s. And the clear through line is a changing unit of value and how it's tracked.Historically, the tech industry has undergone six waves of change.* Hardware + Software sold together* Software Sold for Hardware* Application Service Providers* Outsourced Infrastructure + SaaS* Usage Based Pricing* HybridWe'll walk through each evolution, and leave you with some tips for overcoming common pricing challenges in the age of AI.This week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai.Referenced on podcast:* Jason Kap's expert pricing consultancy: https://bluerocket.io/ Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Dealing with OCD, Intrusive Thoughts, or unwanted thoughts? Dr. Kat Green teaches us valuable strategies from CBT and ERP to help you stop intrusive thoughts. Check out Kat's courses here: https://courses.therapyinanutshell.com/ocd-courses Learn the skills to Regulate your Emotions, join the membership: https://courses.therapyinanutshell.com/membership Struggling with OCD, intrusive thoughts, or unwanted mental images that just won't go away? In this video, Dr. Kat Green shares practical tools from Cognitive Behavioral Therapy (CBT) and Exposure and Response Prevention (ERP)—the gold standard treatment for OCD. You'll learn why trying to suppress or avoid intrusive thoughts can actually make them worse, and what to do instead. Whether you're battling obsessive worries, mental compulsions, or scary “what if” thoughts, this episode offers hope and real strategies to help you break the cycle. Learn how to face your fears, stop fighting your thoughts, and take your life back from OCD. #OCD #IntrusiveThoughts #CBT #ERP #MentalHealth #ObsessiveCompulsiveDisorder #AnxietyHelp #UnwantedThoughts #TherapyInANutshell Looking for affordable online counseling? My sponsor, BetterHelp, connects you to a licensed professional from the comfort of your own home. Try it now for 10% off your first month: https://betterhelp.com/therapyinanutshell Learn more in one of my in-depth mental health courses: https://courses.therapyinanutshell.com Support my mission on Patreon: https://www.patreon.com/therapyinanutshell Sign up for my newsletter: https://www.therapyinanutshell.com Check out my favorite self-help books: https://kit.co/TherapyinaNutshell/best-self-help-books  Therapy in a Nutshell and the information provided by Emma McAdam are solely intended for informational and entertainment purposes and are not a substitute for advice, diagnosis, or treatment regarding medical or mental health conditions. Although Emma McAdam is a licensed marriage and family therapist, the views expressed on this site or any related content should not be taken for medical or psychiatric advice. Always consult your physician before making any decisions related to your physical or mental health. In therapy I use a combination of Acceptance and Commitment Therapy, Systems Theory, positive psychology, and a bio-psycho-social approach to treating mental illness and other challenges we all face in life. The ideas from my videos are frequently adapted from multiple sources. Many of them come from Acceptance and Commitment Therapy, especially the work of Steven Hayes, Jason Luoma, and Russ Harris. The sections on stress and the mind-body connection derive from the work of Stephen Porges (the Polyvagal theory), Peter Levine (Somatic Experiencing) Francine Shapiro (EMDR), and Bessel Van Der Kolk. I also rely heavily on the work of the Arbinger Institute for my overall understanding of our ability to choose our life's direction. And deeper than all of that, the Gospel of Jesus Christ orients my personal worldview and sense of security, peace, hope, and love https://www.churchofjesuschrist.org/comeuntochrist/believe If you are in crisis, please contact the National Suicide Prevention Hotline at https://suicidepreventionlifeline.org or 1-800-273-TALK (8255) or your local emergency services. Copyright Therapy in a Nutshell, LLC

Brian Forbis is the CEO and president of Blood Bank Computer Systems, Inc. (BBCS), a business his mother created in the 1980s to serve the non-profit blood bank industry in the US. Brian started in sales, then transitioned to run development, and assumed the role of CEO in 2019 when he bought the company.  BBCS rebuilt its entire mission-critical ERP software as a modern cloud solution over the last five years and is actively converting customers from legacy on-premise systems. With 40 employees and nearly $10 million in revenue, BBCS serves the blood banks that supply 20% of the blood products in the U.S. Their industry presents numerous unique challenges, including negotiating co-op pricing, complying with FDA regulations, and managing partner-based relationships with customers. Brian is running this as a private, long-term business that will support the important blood bank industry for decades to come. Quote from Brian Forbis, CEO and president of BBCS “We don't have churn in customers, and we don't have churn in employees either. The people we attract to our blood bank software business really get bought in that we're helping people. We tell our team that you are affecting the lives of tens of thousands of people every day “There's a reason we're regulated because we make decisions on the safety and efficacy of blood. And that's a big deal. We're committed to what we're doing. We build a key component of saving lives. “I drive that home every time I can talk about it. Making quality personal is one of our key values that we emphasize and discuss frequently.” Links Brian Forbis on LinkedIn BBCS on LinkedIn BBCS (Blood Bank Computer Systems) website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.

Our guest on this week's episode is Manish Kapoor, founder and CEO of Growth Catalyst Group. Since we have passed the mid-summer mark of 2025, retailers are now focused on the next dates on the retail calendar – and that's back to school season. This is traditionally the second busiest season of the retail year. But like everything in supply chains in 2025, this year has not been normal. Our guest helps us find out how retail supply chains are coping and what we can expect over the coming weeks.A new industry-sponsored program is designed to inspire next generation of supply chain leaders. Girl Scouts of the USA and contract logistics provider DHL Supply Chain have launched the "Solutions Superstar" program to advance critical thinking and problem-solving skills for K-12 girls and to introduce them to supply chain careers. A modern distribution center or fulfillment center is often full of automation at many different levels. It might have robots like AMRs and AGVs, dense storage like an AS/RS, and software platforms like an ERP or WMS system. But often, each of those units operates by itself, or it takes orders from just one source, like the WMS software. And that can make it hard for them all to work together as a team. But lately, we've been seeing progress in the industry toward fixing that situation.  Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A new series has just started on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions  Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Growth Catalyst GroupIndustry sponsored program inspires the next generation of supply chain leadersSeegrid AMRs to meet interoperability standard by 2026Visit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Zebra Robotics AutomationOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.  2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now.   © 2025 Ron Robins, Investing for the Soul

How do you build a sales culture where top performers are empowered and poor performers are not protected? In this episode, CJ is joined by Daniel Lentz, whose career has spanned sales, taking an e-commerce platform public during a global pandemic, and, interestingly, seminary. Daniel Lentz is the CFO of BigCommerce and an expert in designing comp plans that work. In this episode, he breaks down his approach to this and how to avoid the pitfalls that can easily discourage your salespeople. He explains how to align sales and marketing efforts, touching on multi-touch attribution models, before discussing why he focuses on input metrics over output metrics. The conversation covers the importance of having an operator-first mindset, the skill of having a BS detector, the challenges of navigating macroeconomic factors, the role of mentorship, and why teaching your team how the company actually makes money is the ultimate unlock.—LINKS:Daniel Lentz on LinkedIn: https://www.linkedin.com/in/daniel-lentz-5ba8134/BigCommerce: https://www.bigcommerce.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:Customer-First Finance: PagerDuty's Secret to “Small” Public Company Success — —TIMESTAMPS:(00:00) Preview and Intro(02:28) Sponsor – Brex | Aleph | RightRev(07:04) Daniel's Unconventional Career Arc(11:40) Being an Operator-First CFO(14:05) The Skill of Having a Good BS Detector(15:45) Sponsor – Navan | NetSuite | Pulley(19:16) Why People Make Things Sound More Complicated Than They Are(21:33) Transitioning From a Top Sales Rep to a Top Sales Leader(24:46) Daniel's Philosophy When Designing Comp Plans(28:53) A Hot Take on Capping Big Deals(35:01) Onboarding Great Sales Leaders(38:17) Multi-Touch Attribution Models(42:36) How Finance Can Reduce Sales Versus Marketing Turf Wars(44:52) The Metrics That Matter: Input Versus Output(47:30) Misdiagnosing Problems in SaaS Go-to-Market Models(49:00) Why Benchmarking Can Be Misleading(51:06) How Small Companies Can Compete With Big Companies(52:22) The Power of Explaining to Employees How the Company Makes Money(55:56) Why Daniel Doesn't Want Employees To Be Distracted by the Macro(57:19) Explaining Rational Interest Rates to Employees Under 30(59:24) How Mentorship Has Influenced Daniel's Career(1:01:12) Advice for Taking Investor Advice(1:03:04) Long-Ass Lightning Round: A Big Career Mistake(1:04:51) Advice to Younger Self: Careerism Is a Trap(1:06:49) Finance Software Stack(1:10:32) Craziest Expense Story—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph 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/runRightRev 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.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.#SalesComp #SalesCompPlan #InputMetrics #SalesCulture #SalesLeaders Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

The Not Alone project began with a simple, powerful idea: send handwritten letters to people struggling with OCD to remind them they're not alone. Founded by Molly Fishback and Morgan Rondinelli, the project has grown into a movement — one that's now reached thousands and was recently honored with the Hero Award at the 2025 IOCDF Conference.In this episode, they share how Not Alone started, the impact of a single letter, and why creating human connection through words can be a turning point for someone who feels lost in their OCD journey.Our NOCD therapists specialize in ERP, the gold standard in OCD treatment. To explore 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.

Welcome to the second episode of Broad River Retail's new summer series on Stories from the River. This episode continues to listen in on the talk that CEO Charlie Malouf gave to the retail leaders on July 10th, 2025, at the in-person, offsite, monthly GM Rx meeting in Charlotte, North Carolina. Charlie revisits the pivotal year of 2015—a crucible moment and turning point for the company. What began with excitement over new store acquisitions, a major ERP conversion, and a new HQ quickly unraveled into operational chaos, financial strain, and a brush with bankruptcy. Thrown into the bank's Special Assets division, Broad River faced a defining moment. Charlie candidly shares how the team, rather than folding, began holding weekly cross-departmental "Change the News" meetings during the 2nd quarter of 2015. Those meetings then led into the launch of a Bold Reset and a 100 Day Challenge. They restructured operations and entered into a period of massive creative reinvention to create what would become modern-day Broad River Retail.  By focusing on core stores, reallocating talent, and embracing a more transparent, human-centered culture, the company stabilized and returned to profitability. The year ended not in ruin—but with renewed hope, resilience, and a stronger foundation for the future. Come back next week for the rest of the story and the conclusion of Charlie's presentation on The Story of Broad River Retail and the way we play the game. Watch the first epsiode of the series:  Building Broad River Retail: How We Play the Game of Business | Part 1 (2003-2014) - https://youtu.be/ZacOr4KMGqk  Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/stories-from-the-river/id1608553391  Spotify: https://open.spotify.com/show/0tB33vSX8cRc7OHmeQgbSS    Watch this episode on YouTube:  https://youtu.be/67hsX3ly19A  Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com                                 Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail   

Welcome to the second episode of Broad River Retail's new summer series on Stories from the River. This episode continues to listen in on the talk that CEO Charlie Malouf gave to the retail leaders on July 10th, 2025, at the in-person, offsite, monthly GM Rx meeting in Charlotte, North Carolina. Charlie revisits the pivotal year of 2015—a crucible moment and turning point for the company. What began with excitement over new store acquisitions, a major ERP conversion, and a new HQ quickly unraveled into operational chaos, financial strain, and a brush with bankruptcy. Thrown into the bank's Special Assets division, Broad River faced a defining moment. Charlie candidly shares how the team, rather than folding, began holding weekly cross-departmental "Change the News" meetings during the 2nd quarter of 2015. Those meetings then led into the launch of a Bold Reset and a 100 Day Challenge. They restructured operations and entered into a period of massive creative reinvention to create what would become modern-day Broad River Retail.  By focusing on core stores, reallocating talent, and embracing a more transparent, human-centered culture, the company stabilized and returned to profitability. The year ended not in ruin—but with renewed hope, resilience, and a stronger foundation for the future. Come back next week for the rest of the story and the conclusion of Charlie's presentation on The Story of Broad River Retail and the way we play the game. Watch the first epsiode of the series:  Building Broad River Retail: How We Play the Game of Business | Part 1 (2003-2014) - https://youtu.be/ZacOr4KMGqk  Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/stories-from-the-river/id1608553391  Spotify: https://open.spotify.com/show/0tB33vSX8cRc7OHmeQgbSS    Watch this episode on YouTube:  https://youtu.be/67hsX3ly19A  Visit https://www.storiesfromtheriver.com for more episodes. Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com                                 Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail   

Send us a textSelecting the right research firm is a strategic decision that hinges on aligning their domain expertise with your industry's specific challenges and goals. These firms do more than collect data—they interpret trends, test assumptions, and translate findings into actionable insights that inform critical business decisions. To ensure a good fit, it's essential to evaluate their methodologies, track record, and how well they tailor recommendations to your objectives. A credible research partner doesn't just report on the market—they help shape your strategy with intelligence you can act on.In this episode, Sam Gupta engages in a LinkedIn live session with Duncan Chapple, Analyst Relations Lead, Elisa Polystar, in a live LinkedIn session as they discuss how to work with the right research firms.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   How Elon Musk's Chatbot Grok Will be Used by Federal Agencies, Q&A (Darian Chwialkowski, Third Stage Consulting) The Future of ERP and AI in 2025 (Senior leaders from Oracle NetSuite, Infor, Epicor, and Priority Software) 4 Digital Strategies That Will Dominate the Future of Enterprise Tech   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

AI isn't coming; it's here, optimizing behind-the-scenes tasks like forecasting, inventory management, and CRM oversight. John Long, CEO of THYNK AI, says artificial intelligence is ready to take on client-facing interactions. His company has the ultimate tool for the job: Eric, an AI-powered agent.  Jason caught up with John to discuss the evolution of the company's Thynk Agent and the cost-effective advantages it offers distributors in an increasingly competitive environment. CONNECT WITH JASON LinkedIn CONNECT WITH JOHN  LinkedIn THYNK AI *** 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: Connected Peers, providing virtual communities for wholesale distributors; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.   

Dan Klasel couldn't cope with the discontinuation of a line of mobile power supply systems, so he and his business partner bought it. Now, his team is modernizing it through automation and ERP software. You can learn more in this episode or read about it on our blog For more information about MRPeasy software, visit our website: mrpeasy.com

Podniky čoraz častejšie hľadajú v digitalizácii riešenie na zložité trhové podmienky. ERP systémy šetria náklady a nahrádzajú chýbajúcich pracovníkov Trend investovania do ERP systémov je na vzostupe a firmy začínajú riešiť digitalizáciu nielen ako otázku efektivity, ale aj udržateľného rastu. Zhodujú sa na tom Vladimír Zaic, riaditeľ pre obchod a stratégiu spoločnosti Asseco Solutions a Stanislav Mišovic, produktový riaditeľ tejto spoločnosti. „Pokrývame potreby firiem rôznych veľkostí a segmentov počas celého ich vývoja,“ uviedol V. Zaic. Cieľom spoločnosti je ponúknuť riešenia, ktoré reflektujú aktuálne výzvy – od nedostatku pracovnej sily cez potrebu vyššej flexibility až po požiadavku škálovateľnosti a rýchlej adaptácie na meniace sa podmienky. „Naše systémy slúžia na to, aby podnik vedel efektívne fungovať a rásť,“ dodal S. Mišovic. Viac si vypočujete v podcaste.

Send us a textCustomer service in eCommerce comes with unique complexities, especially when managing thousands of product-related inquiries that can make or break a sale. Given the typically lower price points, even premium brands face a dilemma: hiring seasoned agents can be cost-prohibitive, yet relying on less experienced staff may jeopardize customer satisfaction. This is where seamless integration with eCommerce platforms becomes vital—ensuring agents have the right context and tools to respond effectively. Unfortunately, many customer service solutions built for other industries lack this deep integration, leaving eCommerce teams to navigate disjointed systems and compromised service quality.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Georgias' capabilities. We covered many grounds including where Georgias might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Georgias.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Industrial Talk is talking to Tacoma Zach, Co-Founder and CEO at MentorAPM about "Functionally unite end-to-end asset lifecycle management". Scott Mackenzie interviews Tacoma Zach Mentor about Mentor APM, a comprehensive asset management solution. Tacoma shares his background in chemical engineering and asset management, highlighting his experience with Veolia and ExxonMobil. Mentor APM offers a 29-day implementation process, leveraging pre-loaded asset libraries and failure modes. The platform integrates with existing ERP systems and uses AI for rapid, accurate asset assessments. Tacoma emphasizes the importance of proactive asset management, prioritization, and the human component in change management. Mentor APM aims to enhance reliability, reduce costs, and improve operational stability. Action Items [ ] Reach out to Tacoma Zach at mentor APM to learn more about the solution. [ ] Connect with Tacoma Zach on LinkedIn. Outline Introduction and Welcome to Industrial Talk Scott MacKenzie welcomes listeners to the Industrial Talk podcast, emphasizing the importance of celebrating industrial heroes. Scott introduces Tacoma Scott encourages listeners to dive into the industry, emphasizing the need for education, collaboration, and innovation. Scott announces the launch of the Industrial News Network (INN) to keep up with the fast-moving industry and connect people with the right information. Tacoma Zack Mentor's Background and Journey Tacoma Zach Mentor shares his background, starting as a graduate chemical engineer from the University of Toronto. Tacoma discusses his career in contract operations, eventually leading to Veolia, and his transition into asset management. He explains the founding of his engineering company in 2005 and his involvement with Herbalytics, a spin-out from Veolia focused on risk and criticality analysis. Tacoma describes the development of Mentor APM in 2017, aiming to unify various asset management functionalities into one comprehensive solution. Mentor APM's Unique Value Proposition Scott and Tacoma discuss the crowded market of asset management platforms and what sets Mentor APM apart. Tacoma explains the origins of the name "Mentor," derived from the best practices and experiences from Veolia and other companies. He highlights the importance of automation and pre-loading data to reduce rework and manual processes. Tacoma emphasizes the need for a unified solution that integrates various aspects of asset management, from failure modes to prioritization. Implementation and Adoption of Mentor APM Scott inquires about the implementation process and timeline for Mentor APM. Tacoma explains that Mentor APM can be implemented in as little as 29 days, thanks to pre-loaded asset libraries and failure modes. He discusses the importance of prioritization and the ability to quickly assess and manage critical assets. Tacoma highlights the flexibility of Mentor APM to adapt to different customer needs and the importance of change management in the adoption process. Integration with Existing Systems and AI Advancements Scott asks about the integration of Mentor APM with existing ERP systems. Tacoma explains that Mentor APM has published APIs to seamlessly integrate with various systems, including ERP solutions. He introduces Mentor Lens, a tool that allows for...

Send us a textIn Engineer-to-Order (ETO) environments, early-stage collaboration with customers is critical, particularly during design and engineering. While general-purpose tools like Smartsheet or Monday.com may aid in project tracking, they typically fall short in supporting the depth and complexity of data exchange inherent in ETO workflows. Similarly, CAD and PLM platforms offer some collaborative capabilities, but their reach is often confined to engineering-specific tasks. The real challenge—and opportunity—emerges once the Bill of Materials (BOM) is finalized: ERP systems must seamlessly take over to drive production and execution. ERP platforms with built-in CAD and PLM integration simplify this transition, reducing technical friction, while those without native support often require costly middleware or custom development, increasing implementation risk.In this episode, our host, Sam Gupta, discusses the top 10 engineer-to-order manufacturing ERP systems in 2025. He also discusses several variables that influence the rankings of these engineer-to-order manufacturing ERP systems. Finally, he shares the pros and cons of each engineer-to-order manufacturing ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode of History 102, 'WhatIfAltHist' creator Rudyard Lynch and co-host Austin Padgett examine how sexual dynamics between men and women have shaped civilizations, arguing that modern society's departure from archetypal gender roles threatens societal stability. --

Are you feeling confused about watching ERP software demonstrations? Once you decided to change software, scheduling ERP demos might have seemed like the next logical step! Without the right approach, though, seeing demonstrations can lead to more questions than answers. This can make it difficult to determine which ERP product truly fits your business's needs. On this episode of “The ERP Advisor,” Shawn Windle, EAG's Founder and Managing Principal, will dispel the confusion surrounding software demos and help project sponsors get the most out of the demonstration process.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In episode 495 I chat with Gina Abbondante. Gina is a psychotherapist and clinical director at Change of Mind counselling. We discuss her OCD story, panic disorder - having a panic attack as early as kindergarten, blood injection injury phobia, when OCD started, suicidal themed OCD, exposure and response prevention therapy (ERP), inference-based CBT (CBT), working with postpartum and postnatal parents, equine therapy, and much more. Hope it helps. Show notes: https://theocdstories.com/episode/gina-495  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  Thanks to all our patrons for supporting our work. To sign up to our Patreon and to check out the benefits you'll receive as a Patron, visit: https://www.patreon.com/theocdstoriespodcast 

Secure your privacy with Surfshark! Enter coupon code BRAVESEA for an extra 4 months at www.surfshark.com/BRAVESEA Saurabh Chauhan, Co-founder and CEO of Peakflo, returns to BRAVE with Jeremy Au to reflect on their journey since first meeting at Entrepreneur First in 2020. They unpack how Saurabh identified pain points in finance ops during his time with Rocket Internet, how he structured his co-founder search, and how early customer interviews shaped Peakflo's product roadmap. They explore why he rejected the social commerce hype, how Y Combinator reset his scale ambitions, and how Google's AI Accelerator helped move Peakflo from traditional SaaS to agentic workflows. They also discuss startup fraud detection and how external stakeholders can cut through opacity. 02:40: Why Saurabh joined EF: He had identified cash flow and supplier payment issues in past startups and wanted to solve this. EF was attractive for its high technical founder density, which led to matching with Dmitry, a PhD in AI and former CDO at AirAsia. 10:02: Rejected social commerce despite hype: Saurabh entered EF with two ideas—cutting customer acquisition costs and finance automation. Interviews with 30 to 40 operators in social commerce showed no real CAC compression and surfaced product quality and platform leakage issues. 23:47: Peakflo started with accounts receivable automation: They built modules like collections, dispute management, customer portals, and payment reconciliation. It took over a year to fully build the AR stack from late 2020 to 2022. 25:40: Accounts payable followed based on demand: Customers didn't want to use two systems. Peakflo added AP features like invoice capture, PO matching, and supplier payments, which took another year and launched by late 2023. 28:30: Google AI Accelerator pushed the move toward agentic workflows: Peakflo now builds AI agents to perform human tasks like logging into client portals, submitting invoices, and reconciling ERP systems. 30:26: Voice AI agents now handle collection calls: The agent knows invoice details, dispute history, and broken promises to pay. It engages clients like a collection officer, takes notes, and feeds updates into follow-up workflows. 36:32: Agentic workflows are the future of finance ops: Saurabh sees Peakflo evolving into a workflow engine powered by AI agents across back-office functions like lead qualification, collections, and month-end closing. Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Today on Moment of Zen, Erik Torenberg and Samo Burja explore AI hardware dominance, US-China semiconductor competition, automation's economic impacts, and strategic industrial policy for maintaining technological leadership. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: ⁠https://brief.bismarckanalysis.com/⁠ Live Players: ⁠https://link.chtbl.com/liveplayers⁠ --

Today we're talking about capital allocation, and how it's one of the most powerful, yet least discussed, skills a CEO needs to learn.Every CEO has three core jobs:* Run a good company (Operations)* Tell a good story (Investor Relations)* Deploy capital effectively (Capital Allocation)Most CEOs focus 80% of their time on the first two. Yet it's the third, capital allocation, that often has the highest leverage and the least guidance.You can read more about this topic at lookingforleverage.comThis week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai. Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

If you're an accountant, AI might be coming for your job, but today's guest believes that there's never been a better time to be in the profession. CJ is joined by Scott Spiegel, the COO and former CFO of the American Institute of Certified Public Accountants (AICPA). He has decades of experience in finance and leadership at the intersection of business, mission, and membership. He breaks down how the accounting profession has changed and what skills you need to embrace in order to thrive in today's world. He also shares insights into the surprising overlap between accounting and sales, the soft skills required for a successful accounting career, and the business dynamics of nonprofits, which, contrary to public belief, can and do make money. He also tells the story about how he uncovered fraud before making his predictions for the future of accounting.—LINKS:Scott Spiegel on LinkedIn: https://www.linkedin.com/in/scott-spiegel-cpa/American Institute of Certified Public Accountants: https://www.aicpa-cima.com/homeCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Netflix Co-Founder Shares the Secrets to Being a Great CFO - Scoring Big: The Playbook for Nonprofit Financial Success with USA Hockey CFO Kelly Mahncke - Budgeting Your External Facing Time as a CFO: Tipalti's Sarah Spoja - —TIMESTAMPS:(00:00) Preview and Intro(02:43) Sponsor – RightRev | Navan | NetSuite(07:21) An Intro to the AICPA(09:25) How the Accounting Path Has Changed in 20 Years(13:37) The Talent Crunch and the Relationship Side of Accounting(15:05) If You're an Accountant, Your Job Is Sales(16:02) Sponsor – Pulley | Brex | Aleph(20:12) The Relationship Side of Sales(23:00) Scott's Personal Product Market Fit at AICPA(24:55) Making Lateral or Downward Career Moves(27:39) Fighting for the Role You Want(30:48) Why Leaders Don't Have To Know All the Answers(33:57) A Nonprofit Can Make Money(36:16) How AICPA Has Changed the Way They Recruit for Talent(40:35) The Constraints That Come With Being a Nonprofit(42:41) No Mission Without Margin(44:35) AI in AICPA and the Accounting Industry(49:14) Keeping Your Job in the Era of AI(52:13) Stories About Fraud(55:57) How Fraud Has Changed Over the Past 5 – 10 Years(58:04) The Future of the Accounting Career Path—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.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph 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#accounting #AIAndAccounting #AICPA #FutureOfAccounting #FinanceCareers Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Megan spent most of her life thinking something was just wrong with her. She was six years old when the compulsions started — counting, checking, rituals she didn't understand — all fueled by the fear that if she didn't do them, something terrible would happen. It wasn't until she was 19 that she finally realized what it all was: OCD.In this episode of the Get to know OCD podcast, Megan shares what it was like living nearly two decades without a diagnosis, how OCD convinced her she was broken, and what finally changed when she started Exposure and Response Prevention therapy. Her story is a powerful reminder that OCD can go unnoticed for years (decades, in her case) — but it's never too late to get your life back.Our NOCD therapists specialize in ERP, the OCD treatment that finally worked for Megan and thousands of others. To follow in the same path, 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.

The rise of structure software fueled globalization by streamlining operations across borders. Now, Cloud and AI are accelerating this momentum, enabling faster innovation, smarter decision-making, and scalable growth. By modernizing ERP with intelligent technologies, organizations can stay agile, competitive, and ready for the next wave of global transformation.This week, Dave, Esmee and Rob talk to Timo Elliott, Innovation Evangelist at SAP, to explore how SAP is driving globalization—and how organizations can accelerate innovation through the power of Cloud and AI. TLDR00:55 Introduction of Timo Elliott02:40 Rob shares his confusion about misleading online ads08:06 In-depth conversation with Timo46:32 Rethinking control in enterprise systems1:00:00 Brunch at a Paris café or joining an event?GuestTimo Elliott: https://www.linkedin.com/in/timoelliott/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:  https://www.linkedin.com/in/louis-corbett-087250264/'Cloud Realities' is an original podcast from Capgemini

EshallGo Inc. (NasdaqCM: EHGO) is redefining office tech in China, leading the market in office supply sales, leasing, and integrated service solutions. In this exclusive interview with Director and President Johnny Wu, we explore the key drivers behind EshallGo's market leadership, including strategic investments in proprietary ERP (Enterprise Resource Planning) and cloud platforms, a diversified revenue model, and ambitious plans for international expansion.Get a closer look at one of China's leading tech-driven office service providers by watching the full interview.Learn more about EshallGo: http://eshallgo.comVisit their investor relations site: http://ir.eshallgo.comWatch the full YouTube interview here: https://youtu.be/jg5_0RDUUrgAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Send us a textProject management has come a long way from rigid, legacy systems to more adaptable, user-friendly platforms that cater to today's fast-paced work environments. Modern solutions range widely—from balanced tools that blend structure with flexibility to sprawling, spreadsheet-like systems demanding heavy consulting to tailor workflows. In this evolving landscape, ClickUp has emerged as a versatile player, promising both ease of use and robust customization. But the key question remains: how does ClickUp stack up against its competitors in delivering the right mix of simplicity and power for diverse project needs?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ClickUp's capabilities. We covered many grounds including where ClickUp might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of ClickUp.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

In this episode, Sasha Orloff talks with John Glasgow, CEO & CFO of Campfire, about building an AI-native ERP system that streamlines finance workflows through automation and faster month-end close. Fresh from raising $35 million, John shares insights on modernizing legacy systems, the challenges of building complex financial software, and why now is the right time to innovate in accounting tech. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠ Puzzle

When Kevin Wall first stepped into industry from public accounting, it wasn't by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs. “They were familiar with me. I was familiar with them,” he tells us.That early pivot from audit into operational finance set the tone for a career defined by depth over speed. Wall spent 13 years at Alcatel-Lucent and a decade at FIS, climbing steadily while broadening his remit from general accounting to pricing, FP&A, and global finance operations. His longevity at these firms, he tells us, allowed him to “move and see new things under one roof” while growing his leadership footprint.Today, as CFO of Stax Payments, Wall is again stepping into transformation. The company, which serves over 40,000 SMBs and processes more than $20 billion in volume annually, is preparing to launch its own end-to-end processing engine. Wall's priorities reflect a blend of commercial focus and operational precision: “It's the top of the funnel,” he says, referencing lead generation, “and speed to revenue.”A self-described servant leader, Wall believes in “clearing obstacles” so teams can grow. That mindset also drove a past strategic move—reorganizing finance functions like billing and AP to other departments. It was a bold step, but one grounded in clarity: “Let's really define what we want finance to be,” Wall tells us.

About this Episode Words have power. They can heal, but they can also harm when we wield them without fully understanding their meaning. In today's world, the language of therapy is everywhere, filtering from clinicians' offices into viral social media posts, heated arguments, and everyday conversations. But with this widespread use comes a hidden problem. When words like “narcissist,” “gaslighting,” or “toxic” are misused or weaponized in our relationships, they not only muddy honest communication—they erode trust, block growth, and can even do real damage to our connections with others. In this episode, listeners are invited to take a nuanced look at how “therapy speak” has crept into our relationship vocabulary and why this isn't always a good thing. Through real-world examples and professional insight, you'll learn where the line lies between helpful self-expression and language that shuts down vulnerability, repair, and intimacy. By unpacking the ways therapeutic labels can become conversational weapons, this discussion offers practical guidance to help you communicate more consciously, challenge your own assumptions, and foster deeper, more authentic connection—with yourself and with the people you care about most. Isabelle Morley, PsyD, is a clinical psychologist and an EFT-certified couples therapist (emotionally focused therapy). She is the author of They're Not Gaslighting You, and a contributing author to Psychology Today in her blog Love Them or Leave Them. In philanthropic work, Dr. Morley is a founding board member of The Unscripted Cast Advocacy Network (UCAN) Foundation. She has a private practice providing couples therapy and coaching in the Boston area. Check out the transcript of this episode on Dr. Jessica Higgin's website. Episode Highlights  06:37 How social media fuels therapy speak and misuse of clinical terms. 09:08 The comfort of labels and the human drive for clear answers. 10:54 How diagnosing others and misuse of DSM terms can create unnecessary confusion, reinforce stereotypes, and affect our relationships and mental health conversations. 18:53 Differentiating between abusive and unskilled behavior in relationships. 37:17 Signals that invite self-reflection. 42:00 Approaching sensitive topics with partners and setting boundaries. 46:42 What trauma bonding truly is, and why understanding its meaning matters. 49:02 How the widespread and casual use of therapy speak can dilute and distort the original meaning of these terms. 51:43 Preserving the integrity of clinical terms and the power of conscientious communication. Mentioned They're Not Gaslighting You: Ditch the Therapy Speak and Stop Hunting for Red Flags in Every Relationship (*Amazon Affiliate link) (book) The Pocket Guide to the Polyvagal Theory: The Transformative Power of Feeling Safe (*Amazon Affiliate link) (book) ERP 410: What Are The Signs Of Emotional Immaturity In Relationship? ERP 411: What Are The Signs Of Emotional Immaturity In Relationship? Part Two ERP 413: How Does Emotional Immaturity Develop & The Difference Between Emotional Immaturity And Emotional Abuse? Part Three ERP 416: What To Consider If You Are In a Relationship With An Emotionally Immature Person — Part Four ERP 418: How To Build More Emotional Maturity In Relationship — Part Five ERP 261: How To Strengthen Your Relationship From A Polyvagal Perspective – An Interview with Dr. Stephen Porges Connect with Dr. Isabelle Morley Websites: drisabellemorley.com Instagram: instagram.com/drisabellemorley LinkedIn: linkedin.com/in/isabelle-morley-psyd-579a4746 Podcast: romcomrescue.com Connect with Dr. Jessica Higgins Facebook: facebook.com/EmpoweredRelationship  Instagram: instagram.com/drjessicahiggins  Podcast: drjessicahiggins.com/podcasts/ Pinterest: pinterest.com/EmpowerRelation  LinkedIn: linkedin.com/in/drjessicahiggins  Twitter: @DrJessHiggins  Website: drjessicahiggins.com   Email: jessica@drjessicahiggins.com If you have a topic you would like it to be discussed, please contact us by clicking on the “Ask Dr. Jessica Higgins” button here.  Thank you so much for your interest in improving your relationship.  Also, I would so appreciate your honest rating and review. Please leave a review by clicking here.  Thank you!   *With Amazon Affiliate Links, I may earn a few cents from Amazon, if you purchase the book from this link.

Send us a textThe enterprise technology landscape is heating up with a wave of strategic acquisitions and bold AI investments signaling a new era of innovation and consolidation. Lenovo's move to acquire Infinidat strengthens its foothold in enterprise storage, while CDP consolidation accelerates as Rokt absorbs mParticle, tightening the data ecosystem. AI-driven capabilities are front and center, with ServiceNow advancing its agentic AI roadmap through Cuein and Oracle launching AI agents tailored for sales professionals. Meanwhile, startups like DeepSeek-R1 are shaking up the AI space by offering open-source alternatives to ChatGPT, and Atomicwork's recent $25M+ Series A reflects growing investor confidence in AI-powered enterprise IT tools. From Render's $80 million cloud simplification push to Vercel's acquisition of Tremor to boost open-source React development, the market is rapidly evolving toward smarter, more integrated solutions.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this Mission Matters episode, Adam Torres interviews Stephen Williams, Senior Vice President at Oracle, about the evolution of digital transformation. From AI adoption to ERP implementation, Stephen emphasizes that true innovation begins with people—not just platforms. Filmed at Monetized Talks in Beverly Hills, this conversation reveals the mindset shifts needed to lead successful tech initiatives. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Did you know OCD is like an overprotective friend—one that targets what you love most? It sounds strange, doesn't it?   In this episode of the OCD Whisperer Podcast, host Kristina Orlova is joined by Dr. Thomas Ballas, a clinical psychologist specializing in OCD, anxiety, perfectionism, and trauma. Dr. Ballas provides therapy via telehealth across 42 states and brings a practical, evidence-based perspective to the discussion.   Together, they explore the concept of theme shifting in OCD—how intrusive thoughts often jump from one obsession to another—and why ERP (Exposure and Response Prevention) remains effective even as themes evolve. The conversation also covers Relationship OCD, highlighting ways to differentiate between genuine relationship concerns and OCD-driven doubt.   The episode concludes with a discussion on rebuilding self-trust and confidence after years of navigating OCD.   If you've ever found yourself second-guessing your thoughts, your feelings, or even your relationships, this conversation offers clarity, practical tools, and a fresh way to understand what's really going on. Let's jump into it! The 3 things you'll learn in  today's episode: Why OCD themes change and how to apply ERP no matter what your brain latches onto What differentiates real relationship concerns from Relationship OCD and how to tell the difference How to build mood-independent confidence and make values-based decisions despite doubt In This Episode [00:32] Introduction to Dr Thomas Ballas [01:23] What OCD theme shifting is and why it happens [02:01] Why OCD attacks what we value most [03:29] The internal false alarm system and shifting fear [05:07] How to apply ERP even when themes change [06:11] Noticing the same patterns behind different thoughts [07:05] Navigating taboo and emotionally charged OCD themes [08:19] “But this time it feels different” – how to manage doubts that seem real [09:23] Diving into Relationship OCD and distinguishing it from real concerns [11:14] Real dysfunction vs. OCD-fueled rumination [13:07] Self-doubt, shame, and the role of mood-independent choices [14:25] Confidence, compassion, and choosing values-based actions [15:28] Where to find Dr. Thomas Ballas online Our Guest Dr. Thomas Ballas is a clinical psychologist based in New York and New Jersey, specializing in OCD, anxiety, perfectionism, and trauma. Through telehealth, he serves clients in over 42 states. His approach emphasizes evidence-based techniques like ERP and values-driven recovery. Dr. Ballas is passionate about helping people regain self-trust and build resilience on their journey with OCD. Resources & Links   Kristina Orlova, LMFT Instagram  YouTube  OCD CBT Journal Tracker and Planner  Website   Dr. Thomas Ballas Website Instagram LinkedIn   Mentioned Cognitive Therapy for OCD I-CBT Training Online Sneaky Rituals with Jenna Overbaugh  ICBT with Kristina Orlova and Christina Ennabe Please note, while our host is a licensed marriage and family therapist specializing in OCD and anxiety disorders in the state of California, this podcast is for educational purposes only and should not be considered a substitute for therapy.   Stay tuned for weekly episodes filled with valuable insights and tips for managing OCD and anxiety. And remember, keep going in the meantime. See you in the next episode!  

Send us a textMake to Stock (MTS) manufacturers may span diverse industries, but their ERP needs often align around the essentials: accurate demand forecasting, efficient inventory management, and resilient supply chain operations. With production driven by forecasts rather than confirmed orders, the stakes for planning precision are high—making tools like MRP, S&OP, and warehouse logistics critical to profitability. In our 2025 ERP analysis, we zeroed in on platforms that go beyond basic functionality, identifying those with strategic investments in MTS-specific capabilities, robust communities, and agile technology stacks. Whether you're in food and beverage, automotive, or consumer goods, the systems highlighted here are designed not just to meet today's operational challenges, but to scale with the complex future of proactive manufacturing.In this episode, our host Sam Gupta discusses the top 10 make-to-stock manufacturing ERP systems in 2025. He also discusses several variables that influence the rankings of these make-to-stock manufacturing ERP systems. Finally, he shares the pros and cons of each make-to-stock manufacturing ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Industrial Talk is onsite at Hexagon LIVE and talking to Meir Givon and Tom Givon with GIV Solutions about "Hexagon's ALI solution in action". Scott MacKenzie hosts the Industrial Talk Podcast, featuring industry professionals and their innovations. At Hexagon Live 2025 in Las Vegas, he interviews Meir and Tom from GIV Solutions, discussing their use of Hexagon AI for asset management and lifecycle intelligence. Meir highlights their change management approach, emphasizing the importance of psychology and training to empower users. Tom shares success stories, including the integration of 18 systems for the Tel Aviv metro line and the management of the National Police Academy's cadets. GIV Solutions' redundant, on-premises systems ensure reliability and continuous operation. The company's growth and customer trust are underscored by their long-term contracts and numerous references. Action Items [ ] Reach out to Meir and Tom at GIV Solutions to learn more about their solutions and partnership approach. [ ] Understand how GIV Solutions is able to provide a stable, reliable platform that enables customers to manage change and adopt new technologies over the long term. [ ] Discuss the redundancy and on-premise deployment approach used for critical infrastructure projects like the Tel Aviv metro line. Outline Hexagon Live 2025 Event Overview Scott MacKenzie introduces the Industrial Talk Podcast, highlighting its focus on industry innovations and professionals. Scott MacKenzie thanks the audience for their support and introduces the conversation from Hexagon Live 2025 in Las Vegas, Nevada. Scott MacKenzie mentions GIV Solutions and their use of Hexagon AI, emphasizing their deployment for customer bases. Scott MacKenzie sets the stage for a detailed conversation with Meir and Tom from GIV Solutions, highlighting their passion for problem-solving and solution deployment. Introduction to GIV Solutions and Their Team Meir shares his excitement about the event and the evolution of technology and recognition for GIV Solutions. Meir introduces Tom, highlighting his experience with complex projects in Tel Aviv and Jerusalem, which were successful and awarded. Scott MacKenzie and Meir discuss the rapid pace of technological advancement and the challenge of human adoption. Meir explains GIV Solutions' approach to change management, focusing on psychology and empowering customers to understand and adopt new technologies. Challenges and Solutions in Critical Infrastructure Meir discusses the differences between manufacturing and service-intensive infrastructure organizations. Meir explains why ERP systems are not ideal for service-intensive organizations and highlights the common challenges of life cycle management and intelligence. Meir emphasizes the use of Hexagon AI as a platform for various industries, including smart cities, campuses, hospitals, energy, and utilities. Meir explains how GIV Solutions' solutions help organizations manage their infrastructure and reduce risk, creating a holistic management tool. Transition to Octave and Its Impact Scott MacKenzie asks about the impact of the transition from Hexagon AI to Octave on customers. Meir explains the internal perspective of the transition, including the acquisition of EAM from Yep and the creation of a business opportunity. Meir details the benefits of combining different divisions under one company, including alignment of targets and acceleration of solutions. Meir reassures...

What is OCD, really? It's far more than the stereotypes of handwashing, tapping, or lining up your pens just right. On today's episode, Eric is joined by Natalia Aíza — a therapist, parent, writer, and co-founder of Kairos Wellness Collective — who specializes in supporting individuals and families navigating OCD and anxiety. Together, they explore how OCD can show up in less obvious ways, especially for those with ADHD. You'll hear: ✅ Why OCD is often missed or misdiagnosed in ADHD brains ✅ How intense nostalgia, perfectionism, and social media checking can all be forms of OCD ✅ The difference between typical anxiety and OCD ✅ Why intrusive thoughts don't define you ✅ How exposure response prevention (ERP) and medication can help ✅ Eric's own reflections on healing unexpected layers through EMDR and discovering his autism If you've ever felt stuck in mental loops, struggled with perfectionism, or wondered whether your patterns might be more than “just” ADHD, this episode is for you. Learn more about Natalia Aiza and Kairos Wellness Collective: