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In dieser Folge spreche ich mit Steven Schwarznau, Geschäftsführer von Alvara Digital Solutions, darüber, wie der gesamte Bargeldkreislauf zwischen Handel, Wertdienstleistern und Banken digitalisiert wird – mit weniger Kosten, Risiko und Aufwand. Wir beleuchten im Gespräch, wie sich Kassen-, ERP- und Filialsysteme integrieren lassen, welche Effekte das im Tagesgeschäft bringt und wie sich der ROI im Handel darstellen lässt. Zudem geht es um Transparenz, Sicherheit und Compliance in Cash-Prozessen – und um die Frage, welche Rolle Integrationsplattformen oder Datenhubs im Handel spielen wird.
Join host Adam Larson as he sits down with Brian Hogeland, CFO of Packer Fasteners, in this SuiteWorld edition of Count Me In. Brian shares his journey from high school accounting classes to leading a fast-growing finance team, offering insights on how to manage rapid growth, adopt new technology, and foster a culture of curiosity and empowerment. He talks candidly about taking a company through an IPO, implementing ERP systems, and exploring AI with his team. Brian also gives practical advice on automation, upskilling employees, and embracing change while keeping trust and human judgment at the heart of finance. If you're looking for real-world lessons from a forward-thinking leader, you'll enjoy this engaging episode.
In this bonus episode recorded live at EDUCAUSE in Nashville, Dustin has an energizing conversation with Jeff Dinski and Mike Wulff from Ellucian. They discuss the evolving role of technology in higher education—from designing intuitive student-first systems to closing the gap between academic credentials and real-world workforce needs. They unpack what it really takes to build agile, data-driven institutions, and highlight Ellucian's latest innovations that aim to transform student outcomes.Guest Names: Michael Wulff - Chief Product and Technology Officer at EllucianJeff Dinski - Chief Strategy and Corporate Development Officer at EllucianGuest Socials:Mike WulffJeff DinskiGuest Bios:Mike Wulff - As Chief Product and Technology Officer, Mike Wulff leads Ellucian's engineering and product management teams, driving growth initiatives focused on digital transformation and cloud adoption. Mike has more than 25 years of experience in the software industry, architecting and developing complex industry-focused solutions. Previously Mike served as a Senior Vice President of R&D at Ellucian, leading the teams responsible for the development of Ellucian's ERP and SIS solutions.Jeff Dinski - As Chief Strategy and Corporate Development Officer, Jeff Dinski is responsible for driving Ellucian's growth strategy with a focus on market expansion, strategy and insights, corporate development, competitive intelligence, and analyst relations. He brings deep knowledge and expertise in market analysis and strategy to this newly created role. With more than 20 years of experience as an entrepreneur and operator in the education technology and media sectors, Jeff has delivered extraordinary results for both large conglomerates and startups. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of FP&A Unlocked, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it's helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, personal stories, and thoughtful insights about how teaching, influence, and communication shape success in finance.Carl Seidman is a seasoned management consultant, fractional CFO, and educator. With over 20 years of experience advising companies from startups to Fortune 500s, Carl also teaches at Rice University and runs finance training programs for corporate teams. He brings a unique blend of technical mastery, business strategy, and teaching skill, making him the perfect voice to discuss why FP&A must go beyond the spreadsheet and into the realm of influence.Expect to Learn:Why teaching is an essential skill for every FP&A professionalHow to tailor your message to different audiences, from analysts to executivesWhy oversharing details can derail your influenceHow to spot when your audience is confused (and how to pull them back in)Practical strategies for teaching finance without using jargon or acronymsHere are a few quotes from the episode:“The best presenters speak to the audience's needs, not their own ego.” - Carl Seidman“FP&A is often the bridge, translating finance for operations and operations for finance.” - Glenn SnyderCarl Seidman reminds us that the heart of FP&A isn't just analysis, it's communication, clarity, and connection. Through teaching, finance professionals can elevate their impact, build trust, and drive real business understanding. This episode reinforces that the most effective finance leaders don't just present data, they help others make sense of it.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Carl:LinkedIn - linkedin.com/in/carlseidmanWebsite: seidmanfinancial.comEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:30] - Meet Carl Seidman[04:48] - What Does “FP&A as a Teacher” Mean?[08:20] - Teaching Early in Your Career[19:33] - Who Does FP&A Need to Teach?[25:54] - Teaching Financial Impact[29:19] - Ditch the Jargon[35:44] - Spotting Confused Audiences[41:59] - Teaching for Long-Term Growth[43:58] - Celebrity on a Deserted Island
Cara Papa vs Cara Anak: Ketika Digitalisasi (ERP) Bertemu Sistem Manual (Kertas) Konflik klasik dalam bisnis keluarga: Manual vs. Digital! Ayah percaya pada kertas dan sistem lama, sementara anak mendesak digitalisasi total (ERP, software akuntansi) untuk masa depan bisnis. Dengarkan bagaimana mengatasi ketakutan pendiri (risiko finansial, SDM, hilang kontrol) dan tips praktis agar digitalisasi diterima oleh generasi pertama!
Could you step away from your business for a month? A week? A day? If the answer to any of those scenarios is "no," then you're not running a business; you're stuck with a job. Chyle Edic, owner of Efficiency-Edge, LLC, helps owners of small-to-medium-sized organizations break their micromanaging habits and shift their attention to growth and, possibly, a vacation. Jason caught up with Chyle to discuss the operational miscues and employee issues that keep owners from realizing their company's ultimate potential and how tools like Entrepreneur Operating System (EOS) can deliver targeted, financially rewarding improvements. CONNECT WITH JASON LinkedIn CONNECT WITH CHYLE LinkedIn Efficiency-Edge *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals. This episode was edited by The Creative Impostor Studios Special thanks to our sponsors for this episode: Profit2, helping distributors charge the right price; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.
In this episode of The Future of ERP, Richard Howells welcomes back John Froelich, senior VP at Bramasol, to discuss the dynamic growth of the subscription economy and its impact across unexpected industries. From medical devices and concrete monitoring to agricultural machinery, businesses are moving from one-time sales to flexible, usage-based, and outcome-based subscription models. John shares fascinating examples and explains how customer expectations are evolving toward real-time value and flexible payment options. They dive into the critical role of connected ERP systems in managing subscriptions, bundles, billing, and predictive maintenance. John highlights the importance of AI and advanced analytics in unlocking value and shaping the next generation of business models. Whether you're curious about the intersection of technology, business innovation, or ERP's future, this episode offers valuable insights and practical takeaways.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe enterprise technology landscape continues to accelerate toward AI-driven transformation and vertical specialization, with a surge of strategic partnerships, product launches, and acquisitions reshaping the ecosystem. TELUS Digital's acquisition of Gerent strengthens its Salesforce consulting depth, while AppDirect's purchase of Broker Online Exchange marks an ambitious expansion into energy procurement—blurring the lines between technology marketplace and industry operations. Appian's Connected Claims 2.0 redefines insurance process automation through AI, and Celonis' partnership with Peech introduces a groundbreaking solution aimed at reducing retail perishables loss using real-time intelligence. Meanwhile, HCLTech and UiPath's collaboration focuses on scaling agentic automation across global enterprises, underscoring how automation is evolving into an enterprise-wide capability. On the innovation front, LuminX's $5.5 million seed funding highlights growing investor confidence in emerging AI players, and Priority Software's launch of aiERP reflects the movement toward embedded intelligence at the ERP layer. Complementing this, Progress Software's AI-powered developer tools and Sage's AI Supply Chain Intelligence for SMBs show that across functions—from supply chain to software development—AI is becoming the defining force driving efficiency, adaptability, and competitive advantage.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.
Send us a textA biophysical rethink of life, health, and disease through the lens of the Energy Resistance Principle (ERP).Episode Summary: A reframe of biology as energy flow through resistance rather than mere molecular machinery, introducing the Energy Resistance Principle (ERP): life requires a Goldilocks balance of electron flow from food to oxygen via mitochondria; too much or too little resistance drives aging, disease, and death. Explain mitochondria as energy transformers, link ERP to insulin resistance, psychiatric disorders, and healing, and explore health as a dynamic field-like state optimized by flux modulation.About the guest: Nirosha Murugan, PhD is a biophysicist studying how physical signals pattern biology to decode and reprogram health; Martin Picard, PhD is a mitochondrial psychobiologist at Columbia University, exploring how mitochondrial energy dynamics connect to human experiences, health, and healing. They collaborate on biophotons, light emission, and multi-scale energy signaling.Discussion Points:Mitochondria transform electrons from food into versatile electricity via proton gradients.Energy Resistance Principle: transformation needs resistance; chronic high resistance causes dissipative heat, damage, aging.GDF15 cytokine signals mitochondrial stress to brain, triggering energy conservation/mobilization.Insulin resistance: adaptive defense against electron overload, reversible by fasting/exercise.Psychiatric illness: excess brain energy resistance; exercise, keto, psychedelics redistribute flux.Health: dynamic optimization of energy resistance, not absence of disease.Healing: daily recovery from micro-damage via balanced resistance.Future: energy-based diagnostics/therapies (light, TMS) over molecule-only drugs.*Not medical advice.Reference Paper: The energy resistance principleRelated Episode:M&M 70: Mitochondria, Aging, Cellular Energy, Metabolism, Gray Hair Reversal & Brain-Body Communication | Martin PicardSupport the showAffiliates: Seed Oil Scout: Find restaurants with seed oil-free options, scan food products to see what they're hiding, with this easy-to-use mobile app. KetoCitra—Ketone body BHB + electrolytes formulated for kidney health. Use code MIND20 for 20% off any subscription (cancel anytime) Lumen device to optimize your metabolism for weight loss or athletic performance. Code MIND for 10% off SiPhox Health—Affordable at-home blood testing. Key health markers, visualized & explained. Code TRIKOMES for a 20% discount. For all the ways you can support my efforts
Gigi Supplements, TrakPro and Cyber Cert Labs have been named as Dublin regional winners at this year's InterTradeIreland Seedcorn Investor Readiness Competition. The three categories included Business-to-Business, Business-to-Consumer and Deep Tech. TrakPro won in the B2B category, Gigi Supplements won in the B2C category, while Cyber Cert Labs won in the Deep Tech category. Each company received €50,000 and will advance to the All-Island final in Dublin on November 13th. The InterTradeIreland Seedcorn Investor Readiness Competition is the largest business competition of its kind on the island of Ireland, offering a total prize fund of €800,000 to promising start-ups and early-stage businesses. The Seedcorn competition offers start-up businesses the chance to win big without giving away an equity stake. B2B Category TrakPro is a B2B SaaS platform that streamlines subcontractor payment claims and commercial account management for the construction industry. The platform provides a centralised solution that automates compliance with payment legislation, integrates with construction ERP systems, and increases commercial team efficiency by 25%. Colm Brennan, CEO and Co-Founder of TrakPro, said: "We're absolutely delighted to have won the B2B category in the Dublin regional final of the InterTradeIreland Seedcorn competition. While I had the privilege of pitching, this achievement is truly a reflection of the entire TrakPro team's hard work, dedication and belief in our vision. The insights and guidance provided throughout the competition have been incredibly valuable as we prepare to embark on our pre-seed investment round." Pictured are Alison Currie, Director of Innovation and Entrepreneurship at InterTradeIreland, with Colm Brennan, CEO of Trak Pro B2C Category Gigi Supplements was founded by two registered Nutritional Therapists who specialise in female health. Together, they have a combined 12 years of experience working with clients in the nutrition space. They are passionate about empowering women to live happy and symptom-free at every stage of their reproductive lives and know just how impactful the right nutrients can be for female hormonal health. Jennie Haire, Co-Founder & CEO of Gigi Supplements, said: "Winning the InterTradeIreland Seedcorn regional finals means the world to us, and the incredible prize for the company is just the cherry on top. What started back in 2023 as a learning journey, where we reached the second round of the competition, to finally taking home the win today, is just the most incredible feeling. This has been the ultimate lesson in persistence. It's a competition like no other, and we've learned so much from it. We're proud and very grateful to have taken home this prize today. Third time lucky!" Deep Tech Category Cyber Cert Labs' mission is to revolutionise the way organisations approach cybersecurity by addressing end-to-end supply chain vulnerabilities. They develop software for digital product manufacturers, enabling them to embed cybersecurity into their development lifecycle. Their solutions also support businesses that purchase these products (e.g., IoT, OT, and software), ensuring secure operation as defined by the manufacturer. Patricia Shields, CEO & Co-Founder of Cyber Cert Labs, said: "We are so proud to be winners of the Dublin regional final in the Deep Tech category of the Seedcorn competition. It has been a wonderful experience and genuinely great preparation for Cyber Cert Labs as we go forward.. A massive thank you to InterTradeIreland for hosting the competition." All companies emerged victorious from a group of six innovative start-ups and early-stage businesses representing Dublin. They also included Harcourt Building Technologies, Polliknow and A Slice of Life. The regional final, held on October 22nd in Dublin, saw the finalists pitch their investment proposals to a panel of judges, including active investors. The Dublin regional winners will now compete for the ov...
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe CRM needs of large enterprises are shaped by scale, complexity, and stringent governance demands that go far beyond what smaller organizations require. These businesses operate across multiple geographies, currencies, and regulatory environments, making territory management, multi-level forecasting, and compliance core to their CRM strategy. Unlike smaller firms that prioritize ease of use, large enterprises demand robust systems capable of managing global data consolidation, advanced security, and enterprise-grade scalability. Their CRMs must seamlessly integrate with ERP, CPQ, marketing, and analytics ecosystems while maintaining strict data sovereignty and access control standards. With decision-making dispersed across regions and divisions, AI-driven insights, predictive forecasting, and centralized reporting become essential. Ultimately, for large enterprises, a CRM is not just a sales tool—it's a governance and intelligence engine powering global alignment, operational efficiency, and strategic execution.In this episode, our host Sam Gupta discusses the top 10 Large Company CRMs in 2025. He also discusses several variables that influence the rankings of these Large Company CRMs. Finally, he shares the pros and cons of each CRM 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.
Gross margins, GPUs, and the future of finance — this one's for the metrics nerds. CJ sits down with Sarah Wang, General Partner at Andreessen Horowitz, to talk about what happens when the traditional SaaS playbook collides with AI. Sarah shares how legacy benchmarks like payback period and burn multiple start to break down in a world where compute, not headcount, drives costs. She explains why sky-high gross margins can actually be an orange flag, how finance leaders can think about resource allocation between engineers and GPUs, and why the most valuable finance teams today are deeply operational. They also unpack what it's like partnering with AI-native founders, the evolution of pricing models as LLM costs drop, and whether we'll see a private trillion-dollar company anytime soon.—LINKS:on LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7/Company: https://a16z.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:996 Culture, Exploding AI Bills & SaaS ChaosFrom Credit Karma to Notion: CFO Rama Katkar on Leading Finance Through Every Growth Stage5,762 Job Applications. Zero Offers.Thinking About Adding Payments to Your Software Product? Listen to This First!—TIMESTAMPS:(00:00:00) Preview and Intro(00:02:40) Sponsors – Fidelity Private Shares, Mercury, RightRev(00:05:50) Sarah Joins the Show(00:06:06) The Future of Excel in the Age of AI(00:08:24) Why Gross Margins Don't Tell the Whole Story(00:10:42) When Sky-High Margins Are an Orange Flag(00:12:57) Finance as a Strategic Lever in AI Companies(00:15:04) Sponsors – Tipalti, Aleph, Rillet(00:17:22) Partnering with AI-Native Founders(00:20:35) When Traditional SaaS Benchmarks Break Down(00:23:58) Forecasting and Financial Planning for Compute Costs(00:27:16) The Engineers-Versus-GPUs Trade-Off(00:30:29) Resource Allocation and Infrastructure Efficiency(00:33:47) How Pricing Models Evolve as LLM Costs Drop(00:37:15) Circular Finance: When Big Tech Funds Its Own Vendors(00:40:39) Metrics That Still Matter in AI-Driven Businesses(00:44:12) The Evolving Role of Finance Leaders(00:47:26) What “Operational Finance” Really Means(00:50:58) Building Sustainable Efficiency in AI Companies(00:54:03) Will We See a Private Trillion-Dollar Company?(00:55:33) Outro—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics#RunTheNumbersPodcast #FinanceLeadership #AIinBusiness #VentureCapital #SaaSMetrics This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
In episode 509 I chat with Ian O'Brien. Ian is a psychotherapist based in Dublin, Ireland, who specialises in OCD. We discuss his OCD story including relationship OCD (rOCD) and pOCD, getting therapy, support groups, and becoming a therapist. We then discuss his research on why people struggle to engage with ERP (Exposure and Response Prevention) in which he analysed over 100 interviews from The OCD Stories podcast to explore the real challenges people face in starting, sticking with, or completing ERP. He shares the three major themes that emerged where people struggled with ERP including lots of sub themes, and suggestions for improvements in ERP, and much more. Hope it helps. Show notes: https://theocdstories.com/episode/ian-509 The podcast is made possible by NOCD. NOCD offers effective, convenient therapy available in the US and outside the US. To find out more about NOCD, their therapy plans and if they currently take your insurance head over to https://go.treatmyocd.com/theocdstories Join many other listeners getting our weekly emails. Never miss a podcast episode or update: https://theocdstories.com/newsletter
In this mini episode, Taylor Alison discusses the sensation of feeling like you're going to pass out in crowded places, explaining it's often due to overstimulation and the body's fight-or-flight response. She emphasizes the importance of staying in these situations to teach the mind there's nothing to fear, and highlights the role of exposure and response prevention (ERP) specialists in managing such anxieties. Don't forget to rate and review The Chicks!
Unlocking E-Commerce Success: Expert Insights on Shopify, AI, and B2B with Mac King of DomaineIn today's fast-changing digital landscape, success in e-commerce requires more than great products—it demands innovation, strategy, and adaptability. In this episode, host Josh Elledge interviews Mac King, Co-Founder and Chief Revenue Officer of Domaine, a leading Shopify agency, to explore the latest trends transforming online retail. From the power of AI-driven shopping and B2B growth on Shopify to the revival of branded mobile apps, Mac shares proven strategies for brands aiming to elevate their digital presence and thrive in 2025 and beyond.How AI and Shopify Are Reshaping the Future of E-CommerceMac King emphasizes that artificial intelligence is revolutionizing how consumers discover, compare, and purchase products. AI-powered assistants like ChatGPT are becoming personal shopping guides, meaning brands must optimize their Shopify stores for visibility in these new AI-driven discovery channels. Structured data, schema markup, and detailed product descriptions are no longer optional—they're essential for ensuring your brand appears in AI-generated recommendations.Beyond search, AI also enables personalization that rivals the in-store experience. With tools that track preferences, sizes, and purchase histories, online retailers can now deliver tailored recommendations, dynamic content, and real-time support. Mac advises brands to think like a trusted in-store associate: anticipate customer needs, use data wisely, and make every online interaction feel personal.He also highlights Shopify's growing role in the B2B space. With new features such as wholesale portals, custom pricing, and ERP integrations, Shopify empowers businesses to serve both direct consumers and trade buyers from a single platform. Combined with the resurgence of branded mobile apps—offering direct engagement through push notifications and loyalty rewards—these innovations position brands for long-term growth and customer retention.About Mac KingMac King is the Co-Founder and Chief Revenue Officer (CRO) of Domaine, where he leads revenue strategy and client partnerships. With years of experience in digital commerce and Shopify development, Mac helps brands integrate technology, storytelling, and customer experience to drive measurable growth. His expertise spans DTC, B2B, and omnichannel strategy.About DomaineDomaine is a top-rated Shopify Plus agency specializing in strategy, design, and custom development for growing e-commerce brands. The company partners with clients across industries to optimize digital storefronts, streamline backend systems, and create seamless, revenue-driving customer experiences. Learn more at meetdomaine.com.Links Mentioned in This EpisodeMac King on LinkedInDomaine WebsiteKey Episode HighlightsAI is transforming how consumers shop, acting as a personalized discovery engine.Shopify's built-in B2B tools create new revenue opportunities for growing brands.Personalization through AI can replicate the “in-store” experience online.Branded mobile apps are regaining popularity for loyalty and direct engagement.Optimizing your store for AI visibility is essential for long-term competitiveness.ConclusionThe future of e-commerce is intelligent, integrated, and deeply personal. As Mac King explains, embracing AI, optimizing for new discovery channels,...
We sit down with Jeff Perry, CRO at Carta, to explore how growth leaders redefine success when capital tightens, buyers get smarter, and AI reshapes cost structures. We unpack how growth has changed, why IPO-ready now means post-IPO durable, and how Carta scaled from a cap table tool to an ERP-like platform for private capital while staying efficient and customer-first. Jeff shares concrete tactics for moving upmarket, using AI wisely, and building teams that perform under pressure.• redefining fast growth and IPO readiness in private markets• evolving from SMB velocity to enterprise endurance• expanding from cap tables to fund admin and private credit• measuring meetings as a leading productivity indicator• using curated events and customer proofs over vanity metrics• aligning sales, marketing and product around shared pipeline• adding K-1 tax and LP data products to deepen value• AI as a force for 10x productivity, not headcount cuts• disciplined acquisitions to accelerate the CFO ERP vision• leadership choices: pausing sales, saying no when not readyIPO dreams used to hinge on hitting 100 million ARR. That world is gone. Jeff takes us from Carta's earliest days digitizing stock certificates to building a networked platform that now powers cap tables, fund administration, LP data, and private credit—an evolving ERP for the office of the private capital CFO.We dig into the hard pivots after the 2021 surge: why “more capacity” stopped working, how meetings per AE became a reliable leading indicator, and where curated events and customer-led storytelling outperform saturated digital tactics. Jeff explains the move upmarket into venture and private equity, the new enterprise seller profile it requires, and the partnership with marketing to identify real switching intent. He also shares how acquisitions like Accelex and Sirvatus support an end-to-end vision across funds, LPs, and loan servicing.AI looms large throughout. Jeff contrasts application-layer SaaS with AI-native companies carrying heavy compute costs, and why that bifurcation changes CAC, payback, and headcount plans. Rather than using AI to cut roles, he shows how Carta uses it to 10x productivity—accelerating RFPs, territory coverage, and performance workflows—while standardizing experiments so wins become reusable process. Along the way, we unpack bold leadership choices: pausing sales to protect implementation quality, and walking away from a marquee IPO transition when the product wasn't ready.If you care about efficient growth, enterprise GTM, and building products that compound value across a connected market, this conversation delivers practical playbooks and memorable lessons on performing under pressure. Follow, share with a teammate, and leave a quick review to help more operators find the show.Jeff Perry: https://www.linkedin.com/in/jeff-perry-380233/Jeff is a proven revenue superstar, whose career journey spans Oracle and DocuSign. Under his leadership as CRO at Carta, Carta's annual recurring revenue scaled from approximately $20 million ARR to $450 million ARR. Jeff attended Santa Clara University where he received a B.S. in Political Science and where he also played NCAA baseball.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com
Sebastián Mrkvicka (28) is acteur en theatermaker. Hij studeerde af aan de Toneelschool van ArtEZ in Arnhem en speelde in diverse voorstellingen en televisieseries. Hij verwierf vooral bekendheid door zijn vertolking van Ruben in de populaire televisieserie Dertigers. Binnenkort is hij te zien in de nieuwe film Downtown van Michiel van Erp. Daarnaast sluit hij zich aan bij de theater- en talentontwikkelingsplek DOX, waar hij verder werkt aan zijn eigen voorstelling The Desire Club. presentator: Bo Fasseur
Intrusive thoughts are common for new parents — but when do they cross the line into something more serious? In this episode, you'll learn how obsessive-compulsive disorder (OCD) latches onto what matters most — in this case, the safety and well-being of the baby — and how evidence-based treatment like exposure and response prevention (ERP) can bring relief.Joining host Gabe Howard is internationally recognized OCD and parenting expert Dr. Jenny Yip, who sheds light on perinatal and postpartum OCD. Dr. Yip explains how obsessions and compulsions can overwhelm expecting and new parents, from fears of accidentally harming the baby to overwhelming guilt about being a “bad” mom or dad. She also discusses the stigma surrounding taboo intrusive thoughts — including forbidden sexual thoughts — and how avoidance can interfere with bonding during the crucial early weeks of parenthood. Takeaways for listeners: the difference between usual parenting anxiety and perinatal or postpartum OCD common intrusive thoughts new parents experience but rarely discuss why avoidance harms bonding and increases OCD's power Whether you're a new parent, a clinician, or simply curious, this episode reveals the hidden struggles of perinatal and postpartum OCD — and the hope for recovery. “OCD will tackle whatever it is that you care about. And when a family is pregnant, or when they have their first child, or when they have multiple children, what they're going to care about most is that. The safety, the wellness of the mother, of the unborn, or the newborn. And then that's how OCD starts to build and manifest.” ~Dr. Jenny Yip Our guest, Dr. Jenny Yip, is a board-certified, licensed psychologist, author, speaker, and internationally acclaimed OCD, anxiety, and parenting expert. With nearly three decades of experience, she has treated individuals and families facing severe anxiety disorders, OCD, and parenting stress. In 2008, she founded the Renewed Freedom Center in Los Angeles, followed by the Little Thinkers Center in 2016, offering cutting-edge treatments. She serves on the board of directors for the International OCD Foundation, where she facilitates the Perinatal OCD Task Force and co-directs the BIPOC Behavior Therapy Training Institute. Dr. Yip is the creator of the Strategic Family Boundaries and the Stress-Less Life™ brand, which includes her popular podcast and Stress-Less Mama masterclass. She has authored several books, with her most recent, Hello Baby, Goodbye Intrusive Thoughts, ranking as a top new release. Our host, Gabe Howard, is an award-winning writer and speaker who lives with bipolar disorder. He is the author of the popular book, "Mental Illness is an Asshole and other Observations," available from Amazon; signed copies are also available directly from the author. Gabe is also the host of the "Inside Bipolar" podcast with Dr. Nicole Washington. Gabe makes his home in the suburbs of Columbus, Ohio. He lives with his supportive wife, Kendall, and a Miniature Schnauzer dog that he never wanted, but now can't imagine life without. To book Gabe for your next event or learn more about him, please visit gabehoward.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this podcast, Natalie Ostas, Associate VP of Finance and Controller at Covenant Living Communities shares how next gen ERP is supporting a finance transformation that helps the organization empower community operators, drive efficiency and savings across the business, and power continued growth. Hear how modern technology including agentic AI can provide a competitive advantage in the senior living market, improving employee experiences and freeing time to do more for your mission.This episode is sponsored by Workday.
In this episode of Run the Numbers, CJ sits down with Michael Stanisz, Partner at Revenue Management Labs, the person companies call when their pricing model stops making sense. For decades, software pricing was predictable: sell more seats, add more margin. But with AI, every usage prompt has a real cost, and the old economics no longer hold. CJ and Michael dive into what happens when your product looks like software but behaves like infrastructure, how pricing power erodes as features become free, and why value-based pricing might not be as customer-friendly as it sounds. They also explore the chaos of real-world pricing: from Microsoft cloning your startup to measuring ROI when your product's impact is undeniable but hard to prove; all wrapped in sharp insights and a few “we still run this on DOS” war stories.—LINKS:Michael on LinkedIn: https://www.linkedin.com/in/michael-stanisz-27418a28Revenue Management Labs: https://revenueml.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Anything new needs to have AI core to its offering”: Amy Butte, How Navan Is Redefining Finance OpsFrom Credit Karma to Notion: CFO Rama Katkar on Leading Finance Through Every Growth Stage—TIMESTAMPS:(00:00:00) Preview and Intro(00:02:23) Sponsor – Rillet, Fidelity Private Shares, and Mercury(00:05:27) The new economics of AI pricing(00:07:51) When variable costs replace software margins(00:10:30) The fall of 80% SaaS margins(00:13:23) From premium feature to table stakes(00:15:07) Sponsor – RightRev, Tipalti, and Aleph(00:19:12) Spotting a feature before it becomes a commodity(00:23:31) The real cost of switching and why stickiness matters(00:27:46) The rise of AI white labeling(00:30:03) Outcome-based pricing — altruism or strategy?(00:34:22) Rewarding throughput and avoiding “tollbooth” pricing(00:36:29) Measuring usage and why telemetry matters(00:40:49) What makes a value exchange credible(00:44:14) Cost avoidance vs. revenue gain(00:46:02) The stages of pricing maturity(00:49:49) Why startups see what big companies can't(00:52:09) When hype meets hard costs in AI(00:55:17) When customers refuse to leave on-prem(01:03:29) Credits and Sign-Off—SPONSORS:Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metricsFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#RunTheNumbersPodcast #PricingStrategy #SaaSModels #AIPricing #B2BRevenue This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who's now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work, especially around sales commissions and reporting. The conversation also explores leadership, analytics, and what it really takes to drive value in finance.Matt Brattin is a finance leader turned entrepreneur. After serving as a CFO, Matt launched two startups: Siplify, which helps automate and streamline sales commission processes, and Close Pack, a tool aimed at making financial reporting more efficient. He's also writing The Art of Analytics, a book that ties together strategy, storytelling, and behavioral insights. Matt brings a deep understanding of finance, technology, and human behavior to every conversation.Expect to Learn:Why most commission plans fail, and how to fix themThe value of simplicity in finance systems and processesHow behavioral insights and empathy can improve analyticsWhy storytelling matters more than models at the executive levelTips for building tools that actually make a difference for finance teamsHere are a few quotes from the episode:"Nobody gives a crap about your model. They want the story, and they want the numbers to make sense." - Matt Brattin"Authentic leadership; there is no substitute for that. Life is too short to act like somebody else when you're at work." - Matt BrattinMatt Brattin shows how true FP&A impact comes from simplifying complexity, leading with authenticity, and combining technical skill with a deep understanding of human behavior. His journey from CFO to founder highlights the value of clarity, behavioral insight, and thoughtful system design.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Matt:LinkedIn - https://www.linkedin.com/in/mattbrattin/Website - https://siplify.io/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:27] - Matt's Mission: Saving a Million Hours[04:11] - What Great FP&A Really Looks Like[08:26] - Leadership Lessons from the CFO Seat[14:10] - Writing ‘The Art of Analytics'[21:53] - Building Siplify and Close Pack[28:16] - Real Talk on Sales Commissions[37:02] - Advice for First-Time Commission Owners[45:04] - FP&A Skills: From Excel to Selling the Story[55:49] - Final Thoughts and How to Connect
Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Ali Hussain, CEO and co-founder of Tabs, for an insightful conversation about the evolving landscape of finance technology. Ali shares his journey as an entrepreneur and operator, discusses the genesis and growth of Tabs, and dives deep into the world of revenue automation for B2B companies. Tune in as Ali explains how Tabs leverages AI and automation to streamline everything from order-to-cash and revenue recognition to forecasting and metrics reporting. You'll hear about the company's impressive growth since its founding in 2023, the state of AI adoption among CFOs and finance teams, and Ali's perspective on the dynamic ERP space. Ben and Ali also talk shop about fundraising milestones, go-to-market strategies, and key financial metrics for SaaS companies scaling from Series A to Series B. Whether you're interested in the future of AI-driven finance operations, the rise of best-of-breed finance tech stacks, or practical insights on team building and product innovation, this episode is packed with actionable advice for finance leaders and SaaS founders alike. Show Notes: 00:00 AI-Driven Finance Automation Platform 04:36 B2B Growth Focused on Sales 08:13 CFOs Embracing AI Adoption Shift 12:18 "Modern ERP Collaboration Overlegacy" 15:23 "Sales-Finance Integration via AI" 19:30 Finance Expansion and Accountant Channels 21:58 "ERP Market Ripe for Disruption" 25:53 "AI Business Fundamentals & Metrics" 27:45 Automation, Margins, and Customer Focus 31:48 Cash Forecasting Insights for CEOs 34:20 "Finance Innovation & Future Outlook" 37:23 "Making Systems Transparent" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/tabs-raises-7-million-in-seed-round https://www.thesaasnews.com/news/tabs-secures-25-million-in-series-a-funding https://www.thesaasnews.com/news/tabs-raises-55-million-in-series-b Ali Hussain's LinkedIn: https://www.linkedin.com/in/ali-hussain786/ Tabs' LinkedIn: https://www.linkedin.com/company/teamtabs/ Tabs' Website: https://tabs.inc/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
Murray Fife, is a true Microsoft ERP veteran, having worked in the partner channel, at Microsoft, and independently. His latest projects include multiple series of educational guides providing a complete view of Dynamics 365 Finance and Supply Chain Management as a product suite, as well as work with Microsoft on developing their latest official demo database for F&SCM. Murray's work on these projects has also informed his outlook on F&SCM as a product, he says. For anyone looking to become a solution architect, a product owner for a Microsoft customer, or another senior role, F&SCM requires both a broad and a deep education, perhaps beyond one's comfort zone or day-to-day role and responsibiliies. Being an ERP leader today also requires a perspective on the state of AI in enterprise software, and Murray explains why he believes some of the big initiatives from Microsoft, specifically MCP and AI Agents, have the potential to reshape the ERP story in the future. Where to find Murray: https://adnd365.com/start LinkedIn Blind Squirrel Publishing
AI without the committee: Most manufacturers are still holding meetings about AI. Bill Krolicki just built it. As CFO of Interpak, he didn't wait for a strategy deck or a vendor pilot—he wired Power BI and Power Automate into a self-running operation. His bots read supplier emails, catch late shipments before they blow up production, and update the ERP while everyone else is still asking who owns the spreadsheet. Rob Collie and Justin Mannhardt sit down with Bill to talk about what happens when finance stops waiting and starts building. From "Vendor Bot" to the soon-to-launch "Budget Bot," it's a front-row look at how AI turns from theory to throughput when a data person is actually in charge—no consultants, no six-month roadmaps, just results. If you've had your fill of AI hype and want to see what it looks like when someone actually ships something, this is your episode. And if you enjoyed it, leave us a review on your favorite podcast platform—it helps other no-BS practitioners find us.
Hosts: Renee Chuichiarelli & Julie Parks Published: October 21, 2025 Length: ~6 minutes Presented by: Global Training Center
Modern manufacturers need modern production management tools. Deciding on an ERP should involve a lot of comparison and analysis. In this post, we introduce six of the best manufacturing ERP systems you should shortlist for 2025. 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
Craig Sullivan, Group VP of Product Management, NetSuite joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter. Summary Today I'm speaking with Craig Sullivan, Group VP of Product Management, NetSuite In this episode, we talk about . . . Insights into NetSuite Next: AI-native ERP, natural language queries & agentic workflows Grounded AI: Role-based, explainable responses tailored to accounting & finance users Internationalisation & multilingual support coming to NetSuite AI Global compliance & e-invoicing updates—AI-enabled validation for governments AI Connector: Bridging NetSuite with tools like ChatGPT for insights and storefront integration Advice for accountants stepping into ERP consulting Importance of planning in successful NetSuite implementation "Suite Success" methodology explained Closing with Pitbull (Mr. Worldwide) and the global theme of SuiteWorld25
Patti Nowak is a business leader in tech with stories so inspiring you'll want to take notes. In this episode of the Manufacturing Happy Hour, we grab a beer with Patti, Owner of Control+M Solutions, to talk about mid-life entrepreneurship, mentoring women in manufacturing, and what it takes to build a thriving tech business. Patti started her career in accounting but quickly found her passion in IT and software, where she discovered a talent for turning complex technology into real business results. That blend of business acumen and tech know-how eventually led her to launch multiple successful companies - all at the age of 50. Through it all, Patti's built her career on empathy, mentorship, and level-headed leadership. Whether she's guiding a client through digital transformation or helping the next generation of women find their voice in manufacturing, Patti shares her advice on how to handle any situation with equal parts confidence, compassion, and common sense.In this episode, find out:How the path to entrepreneurship is not a destination but a journey that, in Patti's case, started a decade before she opened the door to her first business Why starting a business later in life is an advantageWhy Patti sees ERP as one of the most powerful tools manufacturers can adopt todayWhy mentoring women in the industry matters more now than ever, and why young women need to see other women in leadership positionsThe leadership lessons behind how Patti handles tough conversationsHow the smallest process change can sometimes make the biggest difference on the shop floorEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“You start your business ten years before you open it.” “Technology is just a tool no different than a hammer for a carpenter. Used right, it can build your business. Used wrong, it can cost you a lot of anxiety and money.” “You can never really give anything away. That anything you give to the community, it will give back to you.” “Younger women really need to see older women in a successful position so they know that route exists.” “Great leadership is about trust. If you hired someone for their expertise, let them use it.” Links & mentions: Connect with Patti on LinkedIn: https://www.linkedin.com/in/patricia-nowak-mba-pmp-45311511/Control+M Solutions, project management, configuration, testing and data conversation assistance for Plex users: https://www.controlm.solutions/Plex by Rockwell Automation, the smart manufacturing platform that connects your people, systems, machines, and supply chains: https://plex.rockwellautomation.com/?utm_source=show+notes&utm_medium=link&utm_campaign=manufacturing+happy+hour Make sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe enterprise software ecosystem is undergoing another wave of AI-driven transformation, with vendors and service providers racing to redefine customer intelligence and automation capabilities. Gainsight's debut of Atlas, a suite of AI agents, and Similarweb's launch of its own AI agent collection both signal a shift toward modular, intelligent ecosystems that automate customer insights and engagement. Complementing this, Snowplow introduced Snowplow Signals—a real-time customer intelligence infrastructure designed to power next-generation, AI-enhanced products. On the acquisition front, Invoca's purchase of Symbl.ai strengthens its conversational analytics capabilities, while Salesforce's planned acquisition of Informatica underscores its commitment to deepening data integration and intelligence at scale. Meanwhile, TELUS Digital's acquisition of Gerent, a Salesforce-focused consultancy, highlights how implementation partners are becoming increasingly strategic in this evolving, AI-first landscape where intelligence infrastructure is the new competitive battleground.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.
Is everything you've been told about OCD wrong? In this episode of The OCD Whisperer Podcast, Kristina Orlova sits down with Elysse Lescarbeau, writer, advocate, and author of OCD Exposed: 10 Myths and Misconceptions About Obsessive Compulsive Disorder. Together, they uncover the hidden sides of OCD—from misunderstood symptoms to the powerful truth about recovery. Elysse opens up about: • Being misdiagnosed and discovering OCD later in life • Living with mental compulsions and invisible obsessions • The breaking point that led to her diagnosis and healing • How ERP, ACT, and ICBT changed her life and mindset This honest conversation dives into: • The biggest myths and misconceptions about OCD • The hidden forms of OCD most people never see • How OCD recovery rewires your brain and restores hope • Real stories of survival, recovery, and empowerment Whether you're navigating OCD yourself or supporting someone you love, this episode offers hope, clarity, and practical tools for real recovery.
In this episode of Advanced Manufacturing Now, host Cary Gitter is joined by Dennis Easter, Senior Solutions Engineer at Algorithm Inc., and Doug Johnson, VP of Solution Architecture at Acumatica, to explore how artificial intelligence is transforming ERP systems in the manufacturing industry.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe mid-market CRM buyer occupies a distinct and often underestimated space between simplicity and scale. Unlike startups that seek rapid deployment or small businesses focused on cost efficiency, mid-sized organizations require systems that can support growing operational complexity without the burden of enterprise-grade bureaucracy. Their CRM priorities revolve around robust workflow automation, stronger data security, and cross-departmental collaboration across sales, marketing, service, and operations. With multiple product lines or regional divisions, they need a platform that offers deeper analytics, moderate ERP or CPQ integration, and flexible reporting capabilities for managerial insight and planning. Yet, they're not contending with the global consolidation, multi-currency, or data sovereignty challenges faced by large enterprises. Instead, their goal is to scale efficiently—to deploy a CRM that's powerful enough to grow with the business but still agile enough to adapt quickly to evolving market and organizational dynamics.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized CRMs in 2025. He also discusses several variables that influence the rankings of these Mid-Sized CRMs. Finally, he shares the pros and cons of each CRM 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, CJ sits down with Brandon Sullivan, CFO at 2X, to unpack one of the most enduring tensions in business — the uneasy relationship between finance and marketing. From the myth of clean ROI to the chaos of martech spend, Brandon explains why measuring marketing impact is far harder than most CFOs think, and how spreadsheet logic can lead to bad decisions. He shares what it's like to run finance inside a 1,200-person marketing org, why cutting too deep in downturns can backfire, and what it takes to actually bridge the gap between teams that speak different languages. Along the way, he reveals lessons from scaling 2X across time zones, building global reporting rhythms, and redefining how finance and marketing can finally pull in the same direction.—LINKS:Brandon Sullivan on LinkedIn: https://www.linkedin.com/in/brandonsullivan2x/2X: https://2x.marketing/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:From Facebook's Hypergrowth to Daffy's Disruption: A CFO's Playbook for Saying Yes—TIMESTAMPS:(00:00:00) Preview and Intro(00:02:28) Sponsor – Aleph | Rillet | Fidelity Private Shares(00:05:55) Behind Enemy Lines: Finance Meets Marketing(00:07:00) Why CFOs and CMOs Clash(00:08:12) The Myth of Marketing ROI(00:10:19) Why Marketing Is So Hard to Measure(00:11:23) The Single Source of Truth Problem(00:15:29) Sponsor – Mercury | RightRev | Tipalti(00:19:35) The Three Buckets of Marketing Spend(00:21:26) The Long-Term Cost of Cutting Program Spend(00:23:27) How AI and ChatGPT Are Changing Marketing Attribution(00:25:43) Building a Modern Finance Team(00:27:55) The First-Time CFO Learning Curve(00:31:05) From Solo Operator to Scaled Finance Org(00:32:41) Why Weekly Reporting Beats Monthly Reviews(00:40:10) Working with Private Equity Partners(00:43:43) The Founding Story of 2X(00:48:12) Running a Global Team Across Time Zones(00:54:00) Long-Ass Lightning Round(00:57:00) Advice to Younger Self(00:58:58) Finance Stack and Craziest Expense Story(00:59:58) Credits and Sign-Off—SPONSORS:Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metricsFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.#RunTheNumbersPodcast #FinanceVsMarketing #CFOInsights #MarketingROI #BusinessStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Artificial Intelligence's capabilities continue to evolve with each passing day. More and more is becoming possible through AI, which has completely transformed the way customers interact with business applications. But it is not all sunshine and positive developments; AI is also being used in more nefarious and dangerous ways. As a result, cyber-criminals continue to lurk in the shadows, waiting for the right time to strike…But do not fret! ERP guru and EAG's founder, Shawn Windle, is joined by cybersecurity expert from KnowBe4, James McQuiggan, to break down the major risks AI's developments pose to enterprises. Then, they dive into how businesses can protect themselves from AI fueled cyberattacks. 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
OCD and ADHD are often misunderstood — and when they overlap, it can be even more confusing. In this video, Dr. Patrick McGrath breaks down how the two conditions interact, where they differ, and what treatment looks like when you're managing both. He also explains how to recognize the overlap between intrusive thoughts, impulsivity, and attention struggles, plus why Exposure and Response Prevention (ERP) and structured behavioral support are key to long-term recovery. NOCD specializes in ERP therapy, the most effective treatment against the disorder. Want to explore your treatment options? Book a free 15-minute call with us at https://learn.nocd.com/YTFollow us on social media:https://www.instagram.com/treatmyocd/https://twitter.com/treatmyocdhttps://www.tiktok.com/@treatmyocd Hosted on Acast. See acast.com/privacy for more information.
O of elevaite365, leads a company at the forefront of AI-driven test automation for Microsoft Dynamics 365. With decades of hands-on experience in ERP implementations, he and his team built elevaite365 to solve the challenges of constant change, complexity, and testing inefficiencies in enterprise software. In this episode, Magnus joins John Siefert to define a new category, AI-powered test automation, and explore how it's transforming implementation success, business agility, and the future of cloud ERP systems.Reimagining ERP with AIThe Big Themes:AI Test Automation Is a New Software Category: AI test automation not just a better version of traditional testing, it's an entirely new approach. With frequent updates, integrations, and customizations, ERP systems outgrow static methods. Platforms like elevaite365 define a future where testing is adaptive, autonomous, and business-aligned. This shift changes how organizations approach quality assurance, transforming it from a back-end task into a front-line innovation enabler.AI Testing Drives Tangible Business Outcomes: The shift to AI-powered QA isn't just a technical improvement—it delivers real business value. Perri and Siefert explore outcomes like faster go-lives, lower project costs, reduced QA workload, and quicker time-to-value. These results matter to senior executives, who face mounting pressure to drive both innovation and efficiency. Elevaite365's platform supports these goals by automating repetitive tasks, reducing errors, and scaling effortlessly. What used to be a cost center (testing) is now a growth lever.AI Test Automation Builds Ecosystem-Wide Agility: AI testing isn't just about IT: It transforms the entire enterprise ecosystem. When testing improves, so does everything connected to it: systems integration, customer experience, compliance, internal workflows, and delivery speed. The agility gained through elevaite365 extends beyond QA teams. It empowers cross-functional teams to move faster and take more calculated risks.The Big Quote: “What truly sets elevaite365 apart isn't just that it's faster or more robust… it's that we eliminate the typical roadblocks—there are no limits on users, scripts, or environments." Visit Cloud Wars for more.
Hollywood has never shied away from portraying obsessive-compulsive disorder (OCD) — but it often gets it wrong. Typically, OCD is reduced to a punchline, a quirky habit, or a stereotype about neatness and handwashing. In this episode, TV & movie actor Rachel Alig and award-winning filmmaker Sam Sabawi take us behind the scenes of their acclaimed short film “For All I Know” to show how OCD can — and should — be portrayed with truth and compassion. Sam, who lives with OCD, explains why lazy writing has distorted public understanding and how he used his lived experience to create an authentic story. Rachel shares the emotional depth required to embody a character with OCD, and how she avoided the clichés that Hollywood often leans on. Together, they reveal how real therapy techniques — especially exposure and response prevention (ERP) — were brought into the film to highlight the messy, ongoing reality of recovery. Listener takeaways: how Hollywood depictions have shaped public misconceptions of OCD and why the process of authentically portraying OCD on screen matters what OCD actually is — and isn't why ERP therapy is the gold standard for treatment This is a rare insider look at mental illness through the eyes of two industry leaders determined to change how we see OCD. Listen now! Sam and Rachel's Award-Winning Short Film About OCD, For All I Know, is available on YouTube now. (Viewing Link: https://www.youtube.com/watch?v=-vwk4UPHKp0) Our guest, Sam Sabawi, is a two-time Emmy-nominated filmmaker whose work spans narrative fiction, documentary, and unscripted formats. A five-time Telly Award winner and two-time Anthem Gold recipient, Sabawi brings over a decade of experience in visual storytelling across scripted film, development, and branded content. His recent short film For All I Know explores the interior landscape of OCD to externalize intrusive thoughts. The film is currently on its festival circuit. Our guest, Rachel Alig, is quickly establishing herself as a dynamic force in both comedy and drama, with a growing list of standout performances across film, television, and commercial work. With over a decade of experience, she has shared the screen with acclaimed talent including John Magaro (The Big Short, PastLives, Carol), Lou Diamond Phillips, Nick Jonas, Jason Biggs, Rob Riggle, and Master P. Her most recent film, OMAHA—starring John Magaro—premiered at the 2025 Sundance Film Festival in the prestigious U.S. Dramatic Competition category and was acquired by Greenwich Entertainment for a theatrical release in early 2026. She also appears in FOUND FOOTAGE, distributed by Vertical Entertainment, which hit theaters nationwide on June 20, 2025. Rachel stars opposite of Lou Diamond Phillips and Malcolm McDowell in, ET TU, which started streaming on all major platforms this summer. And today, September 2, 2025, INVISIBLE, is streaming on Amazon Prime, where Rachel has the lead female role. Rachel's craft is rooted in a strong foundation of training, including The Lee Strasberg Theatre and Film Institute in West Hollywood and The Groundlings. She further honed her skills through ongoing work with Lesly Kahn & Co. and two years of master classes at The Margie Haber Studio. Our host, Gabe Howard, is an award-winning writer and speaker who lives with bipolar disorder. He is the author of the popular book, "Mental Illness is an Asshole and other Observations," available from Amazon; signed copies are also available directly from the author. Gabe is also the host of the "Inside Bipolar" podcast with Dr. Nicole Washington. Gabe makes his home in the suburbs of Columbus, Ohio. He lives with his supportive wife, Kendall, and a Miniature Schnauzer dog that he never wanted, but now can't imagine life without. To book Gabe for your next event or learn more about him, please visit gabehoward.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nathan is a mental health specialist who transforms lives through his expertise in OCD, anxiety, tics, Tourette's, and Body-Focused Repetitive Behaviors (BFRBs). With extensive clinical experience across inpatient hospitals, schools, and his thriving private practice in Allen, Texas, Nathan has pioneered innovative self-directed online programs that make specialized mental health care accessible worldwide. His popular YouTube channel has reached millions, delivering evidence-based guidance with the kind of compassionate support that has made him a trusted voice in the field. When he's not working with clients, Nathan is busy breaking down barriers to mental health treatment—proving that effective care can be both deeply personal and remarkably far-reaching.In this episode, we discuss the stigma around OCD, especially the subtype of Harm OCD. We explore what Harm OCD actually is (and what it isn't), the many ways OCD can show up beyond common stereotypes, and why so many people experience shame and confusion around their thoughts. We also talk about evidence-based treatment approaches like ERP and ACT, how to support loved ones struggling with OCD, and what it's like showing up online as a mental health professional to reduce stigma and share more accurate information.FOLLOW NATHAN:INSTA: @ocdandanxietyonlineYOUTUBE: @ocdandanxietyonlineSTAY CONNECTED:INSTA: @trustandthriveTIKOK: @trustandthriveTHREADS: @trustandthriveFACEBOOK: bit.ly/FBtaramontEMAIL: trustandthrive@gmail.com
Get ready for an inspiring chat with Evan Goldberg, co-founder and EVP at Oracle NetSuite, as he sits down with host Adam Larson at SuiteWorld 25. In this special bonus episode, Evan looks back on over 27 years of building the world's #1 cloud ERP and shares honest stories about his entrepreneurial journey—successes, setbacks, and all the learning in between. Evan opens up about what sparked the idea for NetSuite, how seeing his own company grow helped shape the product, and how today's AI tools, like NetSuite's new “Ask Oracle” feature, are changing the game for finance teams of all sizes. Whether you're leading a startup, part of a fast-moving finance department, or just excited about the future of business tech, you'll love Evan's insights on innovation, building for scale, and the skills tomorrow's leaders will need. Tune in for a friendly, down-to-earth conversation packed with wisdom and a dose of real-world inspiration.
In this episode of Run the Numbers, CJ Gustafson sits down with Ivan Makarov, Operating Partner at Andreessen Horowitz and former VP of Finance at Webflow, to explore what it takes to build a finance function from scratch inside a fast-growing startup. Ivan shares lessons from the trenches—how to decide between outsourcing and hiring in-house, what makes a great first finance hire, and why early-stage companies often run out of cash before they run out of ideas. He also dives into fundraising pitfalls, audit readiness, and the tools that make up a modern finance stack. Beyond the spreadsheets, Ivan opens up about the shift from operator to venture partner, the value of helping founders avoid his past mistakes, and what makes an offsite actually work.—LINKS:Ivan Makarov on LinkedIn: https://www.linkedin.com/in/ivansmakarov/Andreessen Horowitz: https://a16z.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Webflow's VP Finance Ivan Makarov on Understanding Startup Equity:Portfolio Operations: This Is What You Actually Have To Do To Make Sure a Company Is Successful:Brex COO/CFO Michael Tannenbaum on Taking Risks996 Culture, Exploding AI Bills & SaaS Chaos—TIMESTAMPS:(00:00:00) Preview, Intro(00:01:18) Meet Ivan Makarov of Andreessen Horowitz & Episode Setup(00:02:39) Sponsor – Tipalti | Aleph | Rillet(00:06:51) From Webflow to Andreessen: Becoming an Operating Partner(00:09:19) When and Why Founders Hire Their First Finance Leader(00:12:52) Hiring Early in Complex or Regulated Industries(00:13:58) The First Finance Hire in 2025 vs. 2015(00:15:46) Sponsor – Fidelity Private Shares | Mercury | RightRev(00:19:02) The Many Hats of Finance Leaders & The Rise of RevOps(00:24:55) What Founders Look For: Startup DNA and Work Ethic(00:26:05) Grind Culture, Return to Office, and New Expectations(00:28:20) From BizOps to RevOps: How Finance Roles Are Evolving(00:31:57) The First 12 Months of a Finance Leader's Playbook(00:35:05) Choosing Audit Partners and Avoiding Hidden Costs(00:36:32) Why Startups Really Fail — Running Out of Cash(00:39:16) Cash Controls, Banking Diversification, and Fraud Prevention(00:43:48) Fundraising Red Flags: Metrics, Definitions, and Diligence(00:47:50) 409A Valuations, Equity Clarity & Candidate Questions(00:50:09) The Modern Finance Tech Stack & Gen 3 Tools(00:55:05) AI's Impact: Replacing Labor, Not People(01:00:00) Offsites, Team Building & The Future of Finance Leadership(01:02:28) Wrapping Up: Reflections, Gratitude & Closing Credits—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metricsFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.#RunTheNumbersPodcast #StartupFinance #VentureCapital #CFOInsights #Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
In this episode of FP&A Unlocked, host Paul Barnhurst (The FP&A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to thrive as a financial partner across 60 countries in EMEA.Willian Gomes is a seasoned FP&A and data analytics professional currently supporting EMEA supply chain operations at a global consumer goods company. Based in Brazil, he holds an MBA in Project Management and advanced certifications in machine learning from Stanford. Willian brings deep expertise in automation, process improvement, and financial storytelling, having saved tens of thousands of work hours through custom-built tools and insights-driven analysis.Expect to Learn:How to evaluate whether an automation project is worth pursuingThe challenges of implementing machine learning in corporate environmentsHow Python enables scalable automation over ExcelHow cultural awareness enhances business partnering across global teamsHere are a few quotes from the episode:"Finance isn't just about numbers, it's about helping people make better decisions." – Willian Gomes"Empathy is a skill that's not often associated with finance, but it's essential for business partnering." – Willian GomesWillian Gomes shows how true FP&A impact comes from blending technical expertise with empathy, communication, and continuous learning. His journey across industries and continents highlights the value of automation, cultural awareness, and a people-first mindset. This episode is a testament to how finance leaders can drive change by being both data-driven and deeply human..Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Willian:LinkedIn - https://www.linkedin.com/in/wjgomesds/?originalSubdomain=brEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:48] - Willian's Background and Global Role[04:03] - What Great FP&A Looks Like[11:46] - Moving Back to FP&A from Data Analytics[19:52] - Where FP&A Struggles with Analytics[27:16] - Saving 7,000 Hours with Automation[38:55] - Must-Have Tech and Soft Skills[44:36] - Travel and Fun Facts[47:49] - Final Advice for FP&A Pros
Jay Vijayan, founder of Tekion, and Tesla's former CIO, has one of the most remarkable careers in technology and automotive.Jay joined as CIO when Tesla had almost no revenue and stayed through its growth to $5 billion ARR and $35 billion market cap. Elon Musk brought him in to build Tesla's own ERP system at a time when most companies would have chosen ready-made solutions like SAP or Oracle.Today, Jay leads Tekion, a company valued at over $4 billion that has raised more than $640 million and has companies like GM, BMW, Hyundai, and Exor as both customers and investors.Jay talks about how Tekion is rethinking the experience of buying & servicing cars connecting dealers, manufacturers, and partners on one platform. He explains why the company spent four years building its first product, why they acquired real dealerships to understand the business end-to-end, and what it takes to build tech for such a complex industry.This conversation is about building deep, meaningful products, making hard choices early, and maintaining focus when the world is moving too fast.00:00 – Trailer02:42 – What value Tekion brings to the automotive industry?03:56 – Enabling dealers with car buying and servicing05:41 – Helping manufacturers connect all customer touchpoints07:02 – Supporting partners across loans and financing07:34 – What was the industry like before Tekion?09:37 – Why Tekion spend 4 years in stealth mode11:50 – Acquiring dealerships to study the product end-to-end16:38 – Should vertical SaaS companies invest in sector businesses?20:30 – Stay Informed, but don't get swayed by trends22:57 – Why Subscription model didn't work for cars25:30 – How can founders navigate overhyped trends safely?26:22 – Differentiation in AI: solving valuable, sticky problems28:24 – Every business function should have an AI agent30:31 – How can AI agents improve car servicing?32:56 – When customers turn investors36:58 – Why experts opposed acquiring dealerships?40:08 – Why build an ERP backend as an early stage company?44:21 – Do not outsource core customer functions46:37 – Taking on a failed family business51:38 – Paying off huge debt over 10+ years55:21 – When seed investors get a 400x growth58:06 – What is the right attitude early in your career?-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
Obsessive–compulsive disorder (OCD) affects an estimated 1 in 40 adults and 1 in 100 children in the U.S. — yet it remains one of the most misunderstood and misdiagnosed mental health conditions. Too often portrayed as a “quirk” or a preference for cleanliness, OCD is actually a complex and often debilitating disorder rooted in anxiety and doubt. In this episode, I sit down with Dr. Patrick McGrath, Chief Clinical Officer at NOCD, for a candid, deeply practical conversation about what OCD really is, how it shows up (far beyond stereotypes), and what actually helps. We dig into the “OCD × news cycle” spiral, break down flavors/subtypes and internal compulsions, and get specific about Exposure and Response Prevention (ERP): what it looks like, why the response prevention part matters most, and how to know if you're getting the right care. You'll also hear how to find a qualified clinician, what treatment “afters” feel like, and the empowering mindset of living the life you want — not the one OCD dictates. IN THIS EPISODE WE TALK ABOUT... The OCD–news cycle Venn diagram: why constant headlines can supercharge doubt and rumination What OCD actually is (and isn't) and why logic alone won't cut it Flavors, subtypes, and themes plus how themes can “double scoop.” ERP in real life: the safety behaviors to drop, and why response prevention is the unlock Getting help + what recovery feels like: how to vet specialists, levels of care, virtual options/insurance, and building a supportive “mental-health team” for long-term wins and more! Links Find care, learn about ERP, and explore resources: https://www.treatmyocd.com NOCD App (free) — Community + tools on iOS/Android: https://www.treatmyocd.com/app International OCD Foundation (IOCDF) — Education and “Find Help” directory: https://iocdf.org Postpartum OCD episode mentioned: https://podcasts.apple.com/us/podcast/the-postpartum-struggle-no-one-talks-about-ocd/id1753682951?i=1000726285060 Katie on Patrick's podcast: https://podcasts.apple.com/us/podcast/from-inner-critic-to-inner-ally-transforming-ocd-and/id1753682951?i=1000682417350 ~ Subscribe to SELF-TALK SUNDAYS on Substack: http://womenagainstnegativetalk.substack.com Follow Katie on Instagram: http://instagram.com/katiehorwitch Get WANT YOUR SELF!: http://wantyourself.com Learn more about Katie: http://katiehorwitch.com Learn more about WANT: http://womenagainstnegativetalk.com ~ IF YOU LOVED THIS EPISODE, DON'T FORGET TO: Subscribe, rate, and review on Apple Podcasts and your favorite podcast platform!
The 21st century is well underway. So, why are distributors and manufacturers still using 20th-century warehouse management systems? Steve Shebuski, managing director of MCA Connect, says that an outdated WMS costs companies more than they realize. Jason caught up with Steve to discuss insights gained from his long career in Microsoft-based warehouse solutions, as well as the benefits of a modern WMS on order management, supply sourcing, and business strategy. CONNECT WITH JASON LinkedIn CONNECT WITH STEVE MCA Connect LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals. This episode was edited by The Creative Impostor Studios Special thanks to our sponsors for this episode: Moblico, helping businesses do more business on mobile devices; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.
Empowered Relationship Podcast: Your Relationship Resource And Guide
Why is it that talking about desire and intimacy with your partner can feel more intimidating than any other conversation in a relationship, even when you've shared years—or decades—together? So many couples silently struggle with mismatched libido, lost spark, or simply the discomfort of broaching sensitive topics about sex and pleasure. When left unspoken, these issues have the power to erode connection and joy in long-term relationships. If you've ever wondered why desire seems to fade, or why candid discussions about passion feel off-limits, you're not alone. In this episode, listeners are invited to explore how couples can move beyond just talking about desire and actually grow it together. Through stories, scientific insights, and actionable strategies, the conversation unpacks the barriers to open communication about sexuality—from shame and defensiveness to the physical and emotional roots of low libido. Along the way, listeners will learn how to build safety, cultivate presence, and consciously turn toward intimacy, laying the foundation for a relationship that's vibrant, resilient, and full of authentic connection. Whether you're seeking new energy with your partner or looking for tools to nurture your own sexual self-awareness, this episode is packed with practical guidance to help you rediscover your spark—together. Dr. Diane Mueller, ND, DAOM, is a board certified sexologist with dual doctorates in Naturopathic as well as Acupuncture and Oriental Medicine. She is the founder of the sex education center: MyLibidoDoc.com and hosts 'The Libido Lounge' podcast, where she helps monogamous couples create more passion, desire, hotter sex and better communication. Episode Highlights 06:23 Dr. Diane Mueller's journey from healing vulvar pain to embracing sexual wellness. 07:48 Navigating relationship styles and lessons learned from open relationships in the pursuit of lasting passion. 10:34 The importance of open sexual communication and overcoming shame in relationships. 16:27 Building a foundation of safety and how positive feedback strengthens sexual communication. 25:24 Presence and pleasure, and the mindfulness connection for enhancing sexual experience. 30:13 Embracing emotions in sexuality, including the role of anger and emotional expression in intimacy. 36:12 Identifying dissociation and cultivating presence to deepen sexual experience. 37:47 Harnessing sex for healing by using altered states and partner practices for growth. 41:36 Personal growth and relationship success with reflections on healing, compatibility, and lasting love. Your Check List of Actions to Take Start open and honest conversations about sex and desire with your partner to reduce shame and taboo. Give specific, positive feedback after intimacy to build safety and connection. Clearly discuss and define your relationship agreements and boundaries together. Practice being present during intimate moments through mindful breathing or grounding exercises. Try a sensual touch practice, like giving each other foot massages, while focusing on sensation and awareness. Reflect on any personal beliefs or shame around sexuality and seek ways to address or release them. Take time to identify your own turn-ons and communicate these clearly to your partner. Use physical intimacy as an opportunity to process emotions, such as through movement, sound, or affirmations. Mentioned Sex for One: The Joy of Selfloving (*Amazon Affiliate link) (book) Revive Your Love Life: 5 Easy Steps for MindBlowing Orgasms and Romance (link) (Free ebook) The Libido Quiz (quiz) YourUnique Sex Language (quiz) Libido Lounge (podcast) ERP 489: Flow State and Sexual Connection: A New Dimension of Intimacy — An Interview with Emily Jamea ERP 362: Understanding & Increasing Sexual Desire — An Interview with Dr. Lori Brotto Evolve in Love (program) Evolve In Love Discovery Session with Dr. Jessica Higgins (Acuity booking link) Connect with Dr. Diane Mueller Websites: mylibidodoc.com Facebook: facebook.com/groups/1678228482662878 YouTube: youtube.com/channel/UCfWNwoCl4f4WMHpagB2KQsw Instagram: instagram.com/mylibidodoc
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe enterprise software landscape in 2025 continues to evolve at a breakneck pace, marked by a surge of strategic acquisitions, partnerships, and AI-driven innovations. Acumatica's acquisition by Vista Equity Partners signals a new phase of investment and potential scaling for the mid-market ERP leader. Meanwhile, alliances like Capgemini's expanded collaboration with Mistral AI and SAP, and SAP's new partnership with Alibaba Group, underscore the growing importance of regional and AI-native synergies. On the AI front, DataRobot's open-source framework for agentic workflows and Deloitte's launch of a Global Agentic Network both highlight the race to operationalize autonomous digital workforces. Product innovation also remains intense: Snyk's AI Trust Platform, Gainsight's Atlas, and Similarweb's AI Agent collections illustrate how vendors are embedding intelligence across ecosystems. Complementing this trend, Invoca's acquisition of Symbl.ai and Salesforce's plan to acquire Informatica show how data and conversational intelligence are becoming central to customer engagement strategies. Even digital service providers like TELUS Digital are doubling down on CRM-centric growth through the acquisition of Gerent, reflecting how every layer of the enterprise stack is being redefined by AI and data infrastructure convergence.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.
What happens when your mind turns against you — and fills you with thoughts you can't control? In this episode of The OCD Whisperer Podcast, Kristina Orlova speaks with Maurice, creator of the Obsessless app — a powerful new tool designed to support people living with OCD. Maurice opens up about his terrifying first intrusive thoughts, years of misdiagnosis, and how ERP therapy and mindset work helped him turn pain into purpose. Together, we explore: • The hidden side of OCD most people never see • How intrusive thoughts can completely take over your life • What it really takes to heal when therapy isn't immediately available • The creation of Obsessless — and why tech could change OCD recovery forever Whether you're currently navigating OCD or supporting someone who is, this episode offers raw truth, hope, and tools for reclaiming your mind.
Company background: "HSO is the second largest Microsoft partner in the globe," Holwagner reports. It focuses on industries including professional services, manufacturing, finance, and the public sector. HSO continues to grow not only with its traditional ERP services but also around cloud and AI services. "The mission here is really to improve our clients' business performance with the results of Microsoft solutions."AI's market impact: "It's definitely a transformation happening faster than anything I've seen before," Holwagner says. While there's already been significant advancements with AI, it's still only the beginning of what has yet to be built out and understood. He breaks down AI across four different roles:At the top level, boards and owners are pushing for areas of efficiency to stay competitive, reimagining the business model using AI.The next level is the CTO or an IT manager; they have efficiency demands, but they're also primarily thinking about how to contain information and data in a security model.The business leaders or department heads are being tasked to think about efficiency using AI but they're mostly busy keeping their engine going. They need tools that show them where to get ROI.The last level is HR, which might be considering where AI is filling in for various jobs.Perspectives for applying AI: HSO looks from a responsibility perspective in three different areas. First, it aims to educate customers on what's possible while also focusing on what's doable. Second is protection, which involves having control over your domain information. The third area is thinking about use cases for specific AI components.Organizational transformation: With the introduction of AI, there's a transformation happening across organizations in a variety of industries. AI has been thought of as a technical element when it needs to be included in functional conversation, especially for consulting businesses, Holwagner notes. Leaders and managers must understand the concepts of weaving in AI to give it value. AI transformation will likely lead to a "healthy reduction in certain areas" in the workforce, but "the transformation of what people are going to do in the organization is going to change." It will be more business logic transformation consulting and fewer hands-on the keyboard-related tasks, Holwagner shares.Summit NA: HSO will be attending Community Summit North America. You can connect with HSO at booth #209. The HSO team will be presenting several sessions throughout the event as well, including:The Latest D365 AI Agents and Features to Automate Your Supply Chain on Monday, October 20thDelivering a Scalable, Secure Data & AI Platform on Monday, October 20th3 Hidden Risks of AI in the Enterprise—and How to Manage Them Responsibly on Tuesday, October 21stSolving Customer Master Data Challenges for a 360° View in Dynamics 365 CE (CRM) and F/SCM (FO) on Wednesday, October 22nd Visit Cloud Wars for more.
Imagine an engineer who's gone from writing code to building a venture-backed startup—now creating AI-powered tools tailored for fashion brands in New York. That's Harish Chandramowli, Co-Founder of Flaire. His journey is a compelling example of the kind of leadership, innovation, and resilience we highlight on the Breakfast Leadership Show. With a twelve-year engineering career at organizations like MongoDB, Bloomberg, and Johns Hopkins, Harish made the leap into entrepreneurship by co-founding Flaire—an ERP platform that fuses artificial intelligence with user-centered design for retail. What makes Harish's story stand out is his ability to blend deep technical expertise with the gritty, hands-on realities of scaling a business. Whether he's designing smarter code-review workflows (like Greptile, which dramatically reduces dev feedback cycles) or jumping into client sales conversations, Harish brings a unique perspective. He's learned firsthand how to build high-performing remote teams rooted in trust, and how small, strategic process bets can drive sustainable growth. LinkedIn: https://www.linkedin.com/in/scharish/ Website: https://Flairesoftware.com This episode's partner is MRPeasy. Link to sign up: https://try.mrpeasy.com/rzhgcr9jcov5 The AI-powered MRP software for small manufacturers Ideal for companies with 10 - 200 employees MRPeasy is a seriously powerful yet easy-to-use manufacturing software. It gives you everything you need to manage your manufacturing and distribution.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textUnlike startups prioritizing rapid deployment and simplicity, small businesses now seek consistency in customer data, light automation, and limited but meaningful integrations—often with accounting or marketing systems. Their CRM expectations include emerging needs for security, role-based access, and reporting maturity without the overhead of enterprise-grade tools. In compiling our 2025 rankings, we analyzed each vendor's product share, roadmap alignment, and community ecosystem while factoring in win rates, investor confidence, and innovation direction. The resulting list identifies platforms purpose-built for small businesses—solutions that deliver process efficiency, automation, and integration depth without sacrificing ease of use or affordability.In this episode, our host Sam Gupta discusses the top 10 CRMs for small businesses in 2025. He also discusses several variables that influence the rankings of these CRM systems for small businesses. Finally, he shares the pros and cons of each CRM 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.