Podcasts about financial data

Tommy Cotter is Director of Data Products at Benzinga, a financial media company building the data infrastructure that sits behind trading platforms and investment apps used by millions of people daily. He's been navigating the shift to AI-assisted workflows in a space where speed and accuracy aren't just nice to have - getting it wrong has real consequences.In this episode, Peter and Dave talk with Tommy about what it actually looks like to build data products responsibly in a fast-moving AI environment. They get into where humans still need to be in the loop, how compliance has become a competitive signal, and why being nimble matters more than picking the perfect architecture from day one.Three things to take away from this conversation:Self-agency is real now. If you have a strong conviction about a product or problem, the barrier to building something has never been lower. That's a genuine shift from even five years ago.Security and compliance are no longer just internal concerns. In a world where AI startups spin up overnight, having invested in SOC2 or GDPR signals to customers that you're a legitimate, trustworthy operation. It's a market differentiator.Humans still belong in the system. Not everywhere, but in the right places. For low-risk, deterministic processes, let AI run. For anything client-facing or accuracy-critical, keep a human in the loop. Knowing the difference is the skill.If this conversation sparked something for you, send us your thoughts at feedback@definitelymaybeagile.com. And if you haven't already, hit subscribe so you don't miss the next one.

Cyber fraud is not going to stop overnight.  It will continue to become more sophisticated and pervasive as time goes on.  Which means this third episode in the tax time 2026 series is even more relevant today as it focuses on fraud risks and how you can protect your financial data.  With guest expertise from Jade Hawkins, assistant commissioner in the ATO's fraud and criminal behaviours business line, and hosted by CPA Australia's tax lead Jenny Wong, deep dive into the ATO's counter-fraud program, emerging scam trends and the practical tools now available to strengthen digital security across the tax system ahead of tax time 2026.  Additionally, explore new features in the ATO app that give taxpayers more control over their accounts to the steps agents can take to protect their clients and their own practices from new threats.  In this episode, you will also gain expert information on:  why identity theft and frauds are becoming more sophisticated  what tax agents can do to protect clients and their own practices  the most common fraud and cyber-attack techniques targeting the sector  why strong myID settings and multifactor authentication matter  how phishing, malware and credential stuffing attacks are evolving  what happens when a taxpayer's account is compromised.  Tune in now.  Host: Jenny Wong, tax lead, CPA Australia  Guest: Jade Hawkins, assistant commissioner in the ATO's fraud and criminal behaviours business line  For more, head to CPA Australia's tax time tools and resources page.  Additionally, you can head to the ATO website or download the ATO app.  The ATO also has online services and you can go on the ATO website to verify or report a scam or learn how to stay scam safe.  And you can phone the ATO on 1800 008 540.  Loving this episode?  Listen to more With Interest episodes and other CPA Australia podcasts on YouTube. https://www.youtube.com/@CPAaustralia/podcasts  And don't forget to click subscribe to the channel for a wide range of content that will help your career.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:  With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest  INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack  INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud  Excel Tips https://www.cpaaustralia.com.au/tools-and-resources/podcasts/excel-tips  Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au  Chapters:  00:00 Fraud Prevention Urgency: ATO, Tax Agents and Evolving Scam Risks 00:22 Intro - Jenny Wong - Tax Time 2026 00:39 Jade Hawkins (ATO) on the Counter Fraud Program Overview 01:08 What Is the ATO Counter Fraud Program? $187M Investment Explained 01:17 Proactive Fraud Detection: Real-Time Data, Analytics and System Protections (ATO) 03:20 ATO App Security Updates: How Taxpayers Can Stay Safe with myID 03:30 Real-Time Alerts, Account Locking and Fraud Prevention via ATO App 04:01 Case Study: Stopping Tax Refund Fraud Using ATO App Notifications 05:49 ATO "Verify Call" Feature: Detecting Scam Calls and Social Engineering 06:14 ATO App Tools for Taxpayers: myDeductions, Pre-Fill Data, Refund Tracking 07:25 How Tax Agents Can Protect Clients: myID, ATO App and Fraud Awareness 08:21 Cybersecurity Best Practices: MFA, Strong Passphrases, Software Updates 10:23 ATO Resources and Training: Tax Fraud Hub and Cybersecurity Modules 11:03 Current Scam Trends: PII Data Breaches and Identity Theft Risks (ATO Insights) 11:40 Fraud Targeting Tax Agents: Phishing, Malware and Credential Stuffing 13:48 What Happens If a Taxpayer Is Compromised? ATO Safeguards Explained 15:54 Final Advice from Jade Hawkins: Vigilance, ATO App and Strong Access Controls 16:23 Conclusion: Tax Time 2026 Fraud Risks and Key Takeaways for Agents 

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expenses are logged. And yet, something is still missing — not the data, but the clarity that should come with it.   In this episode of Spa Marketing Made Easy, Daniela Woerner breaks down exactly what is standing between you and the financial visibility you need to lead your business with confidence. The answer is not more tracking. It is a better way to see the data you already have.   Daniela shares how she used Claude (her AI tool of choice) to transform Addo Aesthetics' existing financial records into an interactive visual dashboard — one that revealed growth trends, surfaced blind spots, and generated forward-looking revenue projections. All in about 15 minutes. She then walks through the same experience with a Growth Factor® client whose relationship with her own business numbers shifted entirely once the data became visual.   This is not about learning a new system or adding more to your plate. It is about finally seeing what has already been in your spreadsheets all along.   In this episode, we discuss:   The critical difference between having financial data and having financial clarity Why clean, consistent tracking still leaves most spa owners without the bird's-eye view they need How Daniela used Claude to build an interactive financial dashboard from existing data in 15 minutes What a visual dashboard reveals that rows and columns simply cannot: trends, projections, and blind spots How a Growth Factor® client's relationship with her business numbers changed when her data became visual The important distinction between financial performance data and sensitive financial identity data, and how to protect yourself when using AI tools What forward-looking financial visibility actually changes about how you plan, prioritize, and lead   Resources Mentioned in Episode 486: Your Spa's Financial Data Has Been Telling You a Story — AI Can Finally Show You What It Says   Ready to try it yourself? Start with Claude   Want to break past $25K–$35K months without adding more treatment hours? Watch The Systems Shift and learn how 600+ spa owners are scaling into their Spa CEO role (without sacrificing family time or sanity). 

What actually goes into the financial data powering your brokerage app? In this episode, Alex Perny sits down with Andrew Lebbos, Director of Licensing at Benzinga, to pull back the curtain on how financial data is produced, validated, and delivered at scale.Key Points:- Benzinga provides earnings, dividends, analyst ratings, and news to Robinhood, Fidelity, Schwab, and more- Data validation combines AI-enabled QA systems with human oversight to catch outliers- Proprietary first-party data is increasingly valuable as LLMs demand accurate inputs- Benzinga powers Perplexity Finance and works with major hedge funds and brokerages- Companies issue intra-quarter guidance to manage large expectation gaps- Conference call transcripts and guidance calendars add context beyond raw earnings- Private market data coverage is actively being built out by Benzinga- Blockchain-based secondary markets and tokenized assets are opening private markets to retail investors- Illiquidity in private markets can act as a behavioral safeguard against panic sellingChapters:0:00 Introduction and guest background2:15 How financial data is packaged and produced5:41 Data validation and QA systems8:11 What outlier data means for investors10:54 Earnings surprises and guidance calendars13:13 AI's role in financial data accessibility16:56 Benzinga's data-first business model19:58 Ensuring data accuracy for AI platforms22:36 How investors can verify AI outputs26:32 LLM data sourcing and direct integrations30:51 Changing investor behavior and private markets34:08 Private market data challenges38:51 Blockchain, tokenization, and secondary markets45:12 Illiquidity as a behavioral benefit48:25 Real estate, prediction markets, and Benzinga's scope53:17 Where to find BenzingaSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Andrew Lebbos:https://www.benzinga.com/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#FinancialData #RetailInvesting #Benzinga #AlternativeInvesting #AIInvesting #PrivateMarkets #AlternativeInvestingAdvantage #FinancialLiteracy #InvestingPodcast #DataDrivenInvesting

There is a new piece of legislation being haggled over in the EU called the Financial Data Access regulation or FiDA. The idea is to share banking data with fintechs and banks in order to democratise financial services and create way more competition in the banking sector. It's quite complex as to what will happen to this personal data and many are nervous about sharing anything with the big social media giants. Joe discusses this further with Kathrina Murphy Partner with EY.

The numbers will tell you what to scale — if you'll actually listen to them. In this episode, David Richter breaks down exactly which financial numbers every real estate investor and entrepreneur should be tracking, why most business owners are solving the wrong problems, and how getting clear on just three simple numbers can make you more financially savvy than 90% of entrepreneurs out there.From cash KPIs to marketing ROI to payroll ratios, this episode gives you a practical, no-fluff framework for using your financial data to make smarter decisions — and stop fighting fires you're accidentally setting yourself.Timeline Highlights[0:26] Why most people hate tracking numbers — and why that's costing them[1:08] How your business numbers tell the story of your business like a storybook[2:24] The three numbers every entrepreneur should track first: make, spend, and keep[2:58] How Profit First helps you see all three numbers clearly with the right accounts[3:17] The Golden Trio explained: profit, owner's comp, and owner's tax[4:31] Why knowing these three numbers puts you ahead of 90% of entrepreneurs[4:50] KPI #1: marketing return on investment — the 3–5x rule of thumb[5:45] How your CRM and QuickBooks work together to track marketing ROI by channel[6:40] Why you should be reevaluating every marketing channel every quarter[7:22] Why problem solvers in business are often solving the wrong problems[7:45] If you're constantly fighting fires in your business, you're the arsonist[8:02] KPI #2: payroll as a percentage of gross profit — and the 25–35% rule[8:42] The personal story: how a 65–75% payroll ratio helped take down a 25-person real estate business[9:18] KPI #3: your monthly nut — knowing your full out-the-door expenses every month[9:34] How Simple CFO's expense analysis has helped clients save anywhere from $1K to $50K per month[10:22] When to bring in a fractional CFO to help with marketing, payroll, and expense analysisKey TakeawaysStart with three numbers: what you make, what you spend, and what you keep.The Profit First accounts — income, OpEx, and the Golden Trio — make those three numbers visible at all times.Every marketing channel should be returning at least 3–5x what you're putting in.Payroll should never exceed 25–35% of gross profit — when it creeps past that, red flags follow.Know your monthly nut — the full out-the-door cost of running your business every single month.If you're constantly fighting fires, you're likely solving the wrong problems because you're not looking at the numbers.Financial data doesn't just tell you where to cut — it tells you where to double down.Links & ResourcesBook a free discovery call to build the financial systems your business needs: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective on which numbers to track and how to use them, be sure to like, subscribe, and comment below. If you're ready to apply what we talked about today with real guidance and accountability, visit profitrei.com to schedule a free discovery call and create your path to financial clarity and freedom.

-Sip wrote yesterday morning for Husker Online that financial data shows that Nebraska is operating with about $29 million for revshare/NIL, where as Ohio State and Oregon are among 6 schools in the country at $50 million or more with their rosters-Indiana is seen to be around $45-50 million, which now makes sense as they are the defending national champions and have madeback-to-back playoffs appearances…is this a valid excuse for Nebraska or just another data point?Our Sponsors:* Check out Hims: https://hims.com/EARLYBREAKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Most real estate investors have built a successful business — they just haven't built a financial system to match it. In this episode of the Simple CFO Case Files, Christina Gutierrez sits down with CFO Tommy Robinson to break down exactly how Simple CFO transforms chaotic finances into clear, reliable systems that give business owners real control.Tommy walks through what the first 60 days actually look like inside a client engagement, why DIY Profit First almost always falls short without a custom implementation, how the Simple CFO dashboard turns raw financial data into strategic decisions, and three real client stories that show what transformation looks like at different stages of business.Timeline Highlights[0:24] Introducing Tommy Robinson and the Simple CFO Case Files format[1:37] The types of clients Tommy works with: flippers, landlords, and construction businesses[2:18] The most common financial pain: revenue without visibility or control[3:33] What the first call actually feels like for a client — and why it's usually a moment of relief[4:28] Why bookkeepers and CPAs can't replace what a CFO does[7:19] Area two: establishing baseline metrics — revenue trends, cash runway, debt exposure[7:43] Area three: the initial Profit First rollout — six accounts and why each one matters[8:43] Why the owner's pay, profit, and tax accounts are the "Holy Trinity" of the system[9:55] The two patterns Tommy sees most: businesses robbing from owners and owners robbing from businesses[10:41] Why Profit First isn't one-size-fits-all and how Tommy engineers a custom system for each client[11:47] How Tommy repurposes existing bank accounts instead of making clients open six new ones[16:15] The living cash forecast: how Tommy updates projections every single meeting[18:13] Three client success stories: the ongoing client, the new venture launch, and the industry switcher[22:00] How structured allocations gave the owner a regular paycheck for the first time[23:13] The new Project Cash Management tab and what it means for flip-heavy businesses[23:40] Where the client stands today: clean books, debt reduction plan, on-time taxes, and project-level P&Ls[25:22] The real problem most entrepreneurs have isn't revenue — it's financial systemsKey TakeawaysMost real estate investors don't have a revenue problem — they have a financial systems problem.The first 60 days are built around three things: financial clarity, baseline metrics, and a custom Profit First rollout.Profit First is not one-size-fits-all — a real estate investor with holding costs has a completely different cash cycle than a service business.The owner's pay, profit, and tax accounts are the Holy Trinity — the accounts most owners neglect or forget entirely.A dashboard connected to QuickBooks turns financial data into strategic decisions — not just historical reports.The living cash forecast, updated every meeting, is one of the most powerful tools for keeping a business directionally accurate.Either the business is robbing from the owner, or the owner is robbing from the business — a CFO helps find the right balance.Links & ResourcesBook a free discovery call to turn your financial chaos into clarity: simplecfo.comClosingThanks for listening to the Simple CFO Case Files on the Profit First for Real Estate Investors podcast. If you found this helpful, make sure you're subscribed so you don't miss our guest interviews and Profit First conversations with David Richter. If you're ready to bring clarity and structure to your finances, visit profitrei.com to apply for a free financial discovery call with our team.

Simon Blanchard, Dean's Professor of Marketing at Georgetown University and co-editor at the Journal of Marketing Research, joins Up Next to discuss research published in the International Journal of Research in Marketing on consumer financial data exchange. When a customer earns loyalty points at an affiliate restaurant or checks out using a buy-now-pay-later option, their financial data typically passes through actors they've never heard of. Blanchard applies equity theory to that four-actor ecosystem and explains why brands at the front of the consumer experience may carry reputational risk from partners they don't control.

In this episode of Grownlearn, Zorina Dimitrova speaks with Andrew Lebbos, SVP at Benzinga, about how financial data, market intelligence, and API infrastructure are reshaping brokerages, fintech platforms, and investing tools. They discuss how Benzinga grew from a financial media brand into a major data and licensing provider, how financial APIs are used across trading platforms, why flexible licensing matters, how AI is changing financial content workflows, and why human-curated market intelligence still remains valuable. A relevant episode for fintech founders, product leaders, brokerages, financial media operators, and investors following the future of financial infrastructure. Listen here: https://grownlearn.onpodium.com/ https://podcasts.apple.com/at/podcast/grownlearn/id1515759956 https://open.spotify.com/show/1bUIDGbSQl4BlHeNeeJfva https://soundcloud.com/grownlearn Grownlearn podcast on youtube: https://www.youtube.com/@grownlearnpodcast

This episode explores how law firm owners can use financial data to make strategic decisions and fuel growth. Kevin Daisy welcomes John Scott, a financial expert who emphasizes the importance of clear financials and KPIs for scaling a firm. They discuss practical tools like forecasting, KPIs, and automation that help firms become more efficient and profitable.John shares insights on managing cash flow, the significance of data in decision-making, and how automation frees up time for high-impact work.They also delve into the role of AI in improving productivity without replacing valuable human talent. For law firm owners, this episode offers actionable advice on strengthening operations and aligning financial insights with business goals.Whether you're scaling or just getting started, understanding these principles can help you build a more sustainable and growth-oriented practice.In this episode you'll learn: The importance of financial clarity and key KPIs for growth How to use data and forecasting to make smarter decisions The role of automation and AI in law firm operations Strategies for managing cash flow and profitability Building company culture that supports growth and innovationThis episode underscores that good financial data and operational discipline are essential for law firm growth. Implementing these insights enables leaders to make informed decisions, scale confidently, and foster a resilient business.Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Leadership: How to Grow and Scale(00:00:49) - A Minute With Managing Partners(00:01:17) - John Scott on Why He Retires(00:01:54) - How To Run a Law Firm With a CFO?(00:07:08) - Law Firm's Financial Performance Assessment(00:14:11) - Will Morgan Survive the AI Revolution?(00:15:18) - CPA: The Role of a CFO(00:21:41) - Focus on Your Business(00:26:33) - Prepayment of case costs and fees(00:28:17) - How to Manage Your Finances(00:30:31) - Top Executives

Kirsten is a business strategist and outsourcing expert with a decade of experience helping entrepreneurs take control of their finances and scale with confidence. She has guided countless business owners through the process of hiring and working with Bookkeeping Virtual Assistants, giving them the tools and systems they need to understand their numbers and make smarter financial decisions. Her work through the Love Your Profit program focuses on simplifying bookkeeping, reducing financial stress, and helping business owners build the support teams that allow them to thrive.In today's episode of Smashing the Plateau, you will learn how to build confidence through financial clarity and strategic delegation to scale your business.Kirsten and I discuss:What is behind becoming a business strategist and outsourcing expert [01:50]Why understanding your numbers builds confidence [03:26]How to protect and build your confidence as an entrepreneur [05:35]Key things corporate refugees can do to make their business thrive [07:41]Examples of entrepreneurs who left corporate and succeeded [10:02]How to determine when it's time to pivot [12:22]Data versus intuition in business decisions [14:03]Working yourself out of your business as a growth strategy [15:51]What Kirsten helps people outsource and why [16:58]Stories of entrepreneurs who outsourced bookkeeping [18:27]The importance of community and peer support [21:56]Learn more about Kirsten at:YouTube: https://youtube.com/@sixfigurebusinesscoachingWebsite: https://sixfigurebusinesscoaching.com/Facebook Page: https://www.facebook.com/SixFigureBusinessCoachingFacebook: https://www.facebook.com/kirsten.graham.3517LinkedIn: https://www.linkedin.com/in/kirstengrahamsfbc/Instagram: https://www.instagram.com/sfbizcoaching/Tiktok https://www.tiktok.com/@sfbizcoaching?_t=ZS-90tUPiAZqvl&_r=1______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing, decision-making, and mindset.Woven throughout are powerful reminders of how community can accelerate your success.______________________________________________________________Take the Next Step• Experience the power of community.Join a live guest session and connect with peers who understand the journey:https://smashingtheplateau.com/guest• Not ready to join live yet? Stay connected.Get practical strategies, stories, and invitations delivered to your inbox:https://smashingtheplateau.com/news

In this episode of "The Free Lawyer" podcast, host Gary interviews John Scott, a partner at Anders and a virtual CFO specializing in law firms. John shares insights from his 30+ years of experience, discussing the importance of financial leadership, the four pillars of law firm finance, and the value of having a CFO. The conversation covers succession planning, building financially sound firms, leveraging technology, and the benefits of outsourcing financial management. John offers practical advice for attorneys seeking to scale their firms, improve profitability, and achieve greater personal and professional freedom.John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with hands-on financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multi-office practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.Virtual CFO Approach & Differentiation (00:03:34) Why Law Firms Need a CFO (00:04:35) D.Biggest Financial Blind Spots (00:05:49) The Four Pillars of Financial Management (00:07:27) Cash Flow Management & Working Capital (00:08:24) .Building a Firm That Runs Without the Owner (00:09:29) Succession Planning & Owner Freedom (00:10:47) Avoiding Default Retirement (00:12:15) Successful Succession vs. Firm Collapse (00:13:39) When to Start Exit Planning (00:14:26) Key Financial Metric for Growth (00:15:02) Case Study: Turning Around a PI Firm (00:16:28) Value of Trusted Advisors & Coaching (00:17:52) Future Trends: Technology & Data (00:18:53) Building a Financially Sound, Fulfilling Firm (00:20:20) .Final Advice: Investing in Finance Function (00:22:02) You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59RWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callYou can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessment

(Mar 3, 2026) We take a closer look at the candidates' sources of funding as the race for the 21st congressional district seat heats up; a dog team in the Adirondacks offers rides on frozen Mirror Lake in Lake Placid; and we talk with Kitty O'Neil about how biosolids and PFAS affect farms. 

Matei Zatreanu is the CEO and founder of System2, a data science firm that helps institutional investors make better decision. His family immigrated from Romania, but for the first few years, his parents had to leave him and his brother temporarily behind as they settled themselves in their new country.In our conversation, we explored how early hardship, like growing up separated by your parents, builds a “figure it out” mentality, why storytelling is one of the most underrated leadership skills, and how something as simple as sharing a meal can become the foundation of culture and trust inside an organization.We went deep into the meaning of profit, the tradeoffs entrepreneurs face when considering outside capital, and the importance of understanding your own motivations before chasing growth, money, or status.Contact Dino at: dino@al4ep.comWebsites:sstm2.comal4ep.comAdditional Guest Links:Podcast: on SpotifyOn YouTube: youtube.com/@system2podLinkedIn: linkedin.com/in/matei-zatreanu/Authentic Leadership For Everyday People / Dino CattaneoDino on LinkedIn: linkedin.com/in/dinocattaneoPodcast Instagram – @al4edp Podcast Twitter – @al4edpPodcast Facebook: facebook.com/al4edpMusicSusan Cattaneo: susancattaneo.bandcamp.com

Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year underperformance compared to hardware, is there finally value in the software sector?In this episode, we are joined by Ryan Henderson of the Chit Chat Stocks Podcast and Fiscal.ai to break down the hardware decade and discuss where he is finding value right now. We cover the threat of AI "vibe coding" replacing SaaS, why Adobe might be the Western Union of creative software, and deep dives into Remitly, Wise, Monday.com, and Airbnb.Find Ryan and The Chit Chat Stocks Podcast here: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r?si=2d1f06dc987f41aaSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:[00:00] Intro: The Great Software vs. Hardware Divergence[00:58] The Charts: SMH vs. IGV (Software ETF) Performance[06:21] Ryan's Value Pick #1: Remitly (RELY) vs. Western Union[10:59] Remitly vs. Wise (TransferWise): Key Differences[14:19] Is Adobe (ADBE) a Value Trap or Future Compounder?[18:49] Pick #3: Monday.com (MNDY) & Moving Upmarket[19:58] The "Vibe Coding" Debate: Will AI Kill SaaS Companies?[24:59] Pick #4: Airbnb (ABNB) – A Monopoly on Alternative Stays?[29:45] ServiceNow (NOW): Acquisitions, Identity Security, & 98% Renewal Rates[32:59] The Real AI Threat: Disruption of Data Aggregation & Financial DataIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#SoftwareStocks #StockMarket #Investing #Adobe #Airbnb #SaaS #AI #Semiconductors #remitly #monday.comNick and Kasey own shares of Monday.com

In this episode of the RevOps Champions Podcast, host Brendon Dennewill is joined by Max Emma, Entrepreneur, Certified Franchise Executive, CEO of BooXkeeping , and Founder of Main Entrance . Max shares the behind-the-scenes realities of scaling a service business into a franchise: why delegation is the first step, how financial visibility becomes a leadership advantage , and what has to be true before a business is ready to franchise.They dig into what breaks when brands franchise too early, why capital and support infrastructure matter as much as systems, and how to think about technology, especially as an accelerator without losing the human relationships that drive long-term franchise success. Max also shares how he helps candidates choose the right franchise, and closes with practical advice on persistence, finding mentors, and building an exit strategy from day one.What You'll LearnWhy “Who Not How” unlocks scale by removing the founder as the bottleneckHow to use bookkeeping as a real-time decision tool, not just tax prepWhat must be in place before franchising—and why most brands stall under 10 unitsHow training, support, and systems determine whether a franchise truly scalesWhen AI accelerates operations vs. erodes human connectionWhy defining your exit strategy early shapes long-term successResources MentionedBooXkeeping Main Entrance LLCStrategic Coach Who Not How QuickBooks Online International Franchise Association (IFA)Entrepreneur Franchise 500USPTO trademark process franchisewithmax.comIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

In this episode of The Consumer Finance Podcast, Chris Willis is joined by Ted Augustinos and Kim Phan to introduce The Money Matrix, an upcoming webinar series helping financial institutions navigate privacy, data security, and AI in today's complex digital landscape. The teaser highlights strategies to secure financial data, overcome barriers to adopting AI, and stay ahead of regulatory trends. Each session offers practical guidance to help teams like Neo, Trinity, and Morpheus remain innovative, compliant, and trusted. The series explores how financial institutions can balance innovation with data privacy while leveraging AI responsibly. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Consumer Financial Protection Bureau rule designed to give consumers greater control over their financial data is now in limbo under the second Trump administration. The rule has to do with how apps like Venmo and Zelle get access to your money in the bank so that you can send it on those payment platforms. Today, we'll share what a reconsideration of the rule could mean for you. But first: why gold is hitting new records.

A Consumer Financial Protection Bureau rule designed to give consumers greater control over their financial data is now in limbo under the second Trump administration. The rule has to do with how apps like Venmo and Zelle get access to your money in the bank so that you can send it on those payment platforms. Today, we'll share what a reconsideration of the rule could mean for you. But first: why gold is hitting new records.

Penang's Boom Contrasts with China's Decline: Colleague Charles Ortel contrasts Penang's economic boom and diverse hardworking culture with China's decline, discussing China's suppressed financial data and property crisis with Gordon Chang, arguing Western elites were "bought off" by Beijing while investors should demand transparency regarding assets trapped in ChiNA. 1916

Partner Jyoti Jhaveri and Client Services Manager Arianna Gonzalez, MBA hosted a session focused on moving beyond traditional accounting to uncover the “why” behind the numbers—transforming financial data into actionable insights. Participants explored how key reports, metrics, and trends can reveal inefficiencies, highlight opportunities, and guide smarter business decisions. Whether for business owners or financial leaders, the session offered practical tools to turn numbers into a roadmap for growth and strategy.Listen in!

Section 1033 of the Dodd-Frank Act is the foundation of open banking in the United States—giving individuals the right to access and share their own financial data with services of their choice. This rule seeks to increase consumer control, encourage competition, and make it easier to switch providers or use financial management tools. However, the Consumer Financial Protection Bureau—the agency responsible for implementing this provision—is now reconsidering how (or whether) it should be enforced. In today's discussion, we explore why Section 1033 has become a key focus of rulemaking and how changes to open banking policies could shift the balance of power between consumers, financial institutions, and emerging fintech companies.To look into this, Shane Tews spoke with Penny Lee, president and CEO of the Financial Technology Association. Penny is also the cofounder of K Street Capital—an angel investment group in Washington, DC—and served as a senior advisor for former US Senate Majority Leader Harry Reid. She brings more than two decades of experience in the private and public sectors, making for an informative conversation.

In this episode, we explore how finance leaders can safeguard their organizations against today's growing risks, from cloud outages to cybersecurity breaches. Discover how OneStream Software is engineered with governance, control, and business continuity in mind, helping teams protect their data and stay operational even when the unexpected happens. Andy breaks down: Why fragmented systems increase security vulnerabilities How OneStream's unified architecture and built-in auditability enhance data protection Real-world stories of organizations maintaining uptime and resilience Whether you're a CFO, CAO, or Director of Finance, this episode offers actionable insights to help you strengthen your financial systems and sleep easier at night. Brought to you by Nova Advisory: a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com  

Podcastfolge zu FIDA Teil 3 – über Datenschutz, Vergütung, Financial Data Sharing Schemes und Umsetzungsfristen.

In this episode of the Wealthy Woman Lawyer® Podcast, host Davina Frederick takes us into a topic many lawyers avoid—but the ones who scale know better than to ignore: their numbers. If you've ever felt like you're flying blind when it comes to your financials, this conversation is your wake-up call. Davina unpacks why knowing your numbers is the key to making smarter business decisions, eliminating guesswork, and unlocking exponential growth. This is more than just a numbers game—it's a strategic mindset shift for ambitious women law firm owners who want to stop spinning their wheels and start scaling with confidence. Ready to see the truth behind your revenue and use it to fuel your future? This episode will change how you lead.Go here to listen: LINKS TO LOVE:Want to attend our upcoming masterclass? Register now for “The Wealth-Generating Law Firm Business Masterclass: 5 Secrets to Create the Profit, Impact, and Flexibility You Desire”—LIVE on August 21st at 11 a.m. Mountain Time. Space is limited, so don't wait!Click here to register: Want to leave us a review on Apple Podcasts? We'd love it! Here's the link.

Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin What's on the agenda: ** Is Economic Data Still Reliable?** With heightened scrutiny over recent political interference and bulletins like CPI and employment reports, we're asking: how much can you trust the stats that drive markets? Expert voices warn of structural challenges and falling credibility. ** Trade Update: 90-Day Extension with China** President Trump has signed a new executive order delaying increased tariffs on Chinese imports—adding breathing room before the next scheduled hike. ** The Tough Road for Copper Stocks** With production facing headwinds and demand dynamics shifting rapidly, copper miners are navigating a perfect storm of pressure—from supply disruptions to tariff threats. ** Live Q&A: Viewer Questions** I'll answer your questions on economic data sources and what you should watch in your trades as credibility erodes.     Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

In this episode, Craig Jeffery and Brian Weeks explore homomorphic encryption, an emerging encryption method that allows data to be processed while still encrypted. They discuss how it works, why it matters, and potential future applications in finance, benchmarking, and fraud detection. When will it become relevant to treasury? Listen in for a forward-looking perspective.   For a deeper technical dive, check out these videos: https://youtu.be/SEBdYXxijSo https://youtu.be/lNw6d05RW6E

You're seeing patients. Billing regularly. But are you actually getting paid what you should be? In this episode, Dr. Heather Signorelli breaks down the real way to read your practice's financial data so you stop guessing and start knowing. From spotting CPT reimbursement shifts to trending by date of service, this is your blueprint for data-driven decisions that actually grow revenue. No more flying blind. Get clarity. Get paid. 

A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important than ever in today's markets.Watch it on Substack or listen on your preferred podcast app.Key Takeaways:* Data quality and access are critical—and often underestimated—challenges in finance.* Market inefficiencies persist, and quants thrive by exploiting them, but adaptability is key.* Many hedge fund strategies have become commoditized; true innovation is rare and valuable.* The democratization of investing is driven by ETFs, not hedge funds or private equity.* Due diligence is essential—fraud and misrepresentation still occur at the highest levels.Related episodes:* Previous episode with Dr. Richard Saldanha on AI * Marco Aboav: Quant Trading from Data to Alpha* Jim Simons, Renaissance Technologies & The Quant Revolution | Greg ZuckermanResources Mentioned:* Renaissance Technologies* AQR Capital ManagementConnect with Dr. Richard Saldanha:* On LinkedIn* Oxquant (Richard's consultancy)Timestamps & Topics:[00:00] - Introduction to Dr. Richard Saldanha - an insider's look at hedge funds.[00:36] - The Importance of Financial Data[01:55] - Quantitative Trading and Market Inefficiencies[03:34] - Challenges in Hedge Fund Strategies[05:20] - Renaissance Technologies: Ahead of the Game[07:55] - The Evolution and Challenges of Hedge Funds[09:41] - The Democratization of Investments[13:38] - Private Equity vs. Hedge Funds[18:18] - Cautionary Tales: Fraud in Hedge FundsAbout the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors. Listen on every podcast platform, or watch on YouTube.Thanks for reading Investology: re-think investment management! Subscribe for free to receive new posts and support my work.My Investing & Investment Management channelsInvestorama - Separating Investment Facts from Financial Fiction (YouTube)Investology - Re-Think Investment Management (YouTube)Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or YouTube channelNewsletter about B2B marketing and podcasting: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In this episode of The Risk Intel Podcast, Ed Vincent welcomes back Craig Hartman, founder and CEO of Plansmith, along with Christine Lake, Plansmith's Chief Strategy Officer. This was part 3 of a larger series around "Execution Risk" with the Plansmith team and a natural progression from prior episodes, where we addressed the definition and mitigation strategies of execution risk. This episode zooms in on the concrete framework Plansmith uses to help financial institutions translate strategy into action by creating "The Playbook".  Listen to the full episode to learn more. Follow us to stay in the know!

DOGE recently got high-level access to a database that controls billions of dollars in government payments to farmers and ranchers across the U.S.Support NPR and hear every episode of Trump's Terms sponsor-free with NPR+. Sign up at plus.npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

In this episode of The Digital Executive podcast, host Brian Thomas speaks with Ahikam Kaufman, co-founder and CEO of Safe Book's AI. With over two decades of experience in corporate finance, including leadership roles at Intuit, Kaufman shares how his team is revolutionizing financial data governance through intelligent automation. He highlights the unique challenges CFOs face with fragmented financial systems and explains why today's tools often fall short in ensuring accuracy, compliance, and speed.Kaufman delves into the slow adoption of AI in finance compared to other departments, emphasizing how Safe Book's AI is bridging that gap. From automating repetitive tasks to enhancing M&A due diligence, he outlines how AI can transform finance from a reactive function to a strategic powerhouse. If you're a finance leader looking to future-proof your operations, this is a must-listen conversation.If you liked what you heard today, please leave us a review. Apple or Spotify

A question we've been hearing a lot at the All Things Sustainable podcast is: How do businesses sync their climate strategies with their financial decisions?    In this episode, we bring you highlights from an event that dove into this question in detail: The inaugural S&P Global Sustainable1 Climate Summit hosted by the S&P Global Climate Center of Excellence.   The center is home to world-class scientists dedicated to addressing the frontiers of long-term climate, environmental and nature research and methodology development. The June 5 Climate Summit in New York City convened many of those scientists alongside financial institutions and industry leaders to talk about translating climate science into actionable insights that inform investment and financial decision-making.  In today's episode we talk to three speakers from the Summit:   -Dr. Terence Thompson, the Chief Science Officer at the S&P Global Climate Center of Excellence; he explains the center's work and how it seeks to bridge gaps between stakeholders, including climate scientists, economists and financial institutions.   -Sonja Gibbs, Managing Director and Head of Sustainable Finance at the Institute for International Finance, a global network of financial institutions; she explains how IIF members are thinking about climate risks and opportunities.  -Aniket Shah, Managing Director and Global Head of the Sustainability and Transition Strategy team at Jefferies Group; he tells us why financial decision-makers need “data, not vibes” to drive their sustainability strategies.   Listen to recent podcast interviews referenced in today's episode:    Why businesses are going ‘back to basics' in sustainability strategies | S&P Global  How HSBC is financing infrastructure for a low-carbon economy | S&P Global  How EU proposals could change the sustainability reporting landscape | S&P Global  Learn more about the Climate Center of Excellence | S&P Global  This piece was published by S&P Global Sustainable1, a part of S&P Global.    Copyright ©2025 by S&P Global             DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.       S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Lyudmyla Kozlovska, President, Open Dialogue Foundation discusses the intersection of Bitcoin, human rights, and the weaponization of financial regulations. She highlights the dangers of transnational financial repression, where authoritarian regimes exploit financial action task force (FATF) and anti-money laundering (AML) regulations to target individuals and organizations. The discussion emphasizes the need for privacy protection, legislative change, and active advocacy to safeguard civil liberties in the face of increasing surveillance and repression.Takeaways

What does it take to go from a buttoned-up CPA to a bold, strategic business leader winning the world of financial services? Growth isn't just about numbers — it's about vision, adaptability, and the courage to take bold steps forward.   In this episode, we chat with Bart Davis, CEO and co-founder of 512Financial, about his journey and what it's like to be a first-time CEO, why speed matters more than perfection, and how fractional services are helping small businesses do more with less.   You'll discover:  Insider strategies for leveraging financial insights for business growth Navigating the challenges of becoming a first-time CEO Innovative approaches to outsourcing critical business functions The role of AI in modern financial services Practical advice for entrepreneurs and business leaders   Tune in and get inspired to rethink what financial leadership looks like.   Show Notes:  Bart Davis LinkedIn: https://www.linkedin.com/in/bartdavis512/    512Financial: https://512financial.com/    Resources:  Door No. 3 Website Door No. 3 LinkedIn Door No. 3 Instagram   Listen to The Empowered Challenger Podcast with Prentice Howe Connect with Prentice Howe on LinkedIn Connect with Bethany Cranfield on LinkedIn    

In this episode of the eCommerce Marketing Podcast, host Arlen Robinson speaks with Adam Callinan, founder of Pentain, about the importance of financial data in driving eCommerce profitability. Adam shares his journey from co-founding Bottlekeeper to creating Pentain, emphasizing the need for brands to leverage financial insights for better decision-making. They discuss the impact of pricing strategies, the dangers of discounting, and the significance of understanding ad budgets. Adam highlights common blind spots among brands and the future of intelligence tools in eCommerce, advocating for actionable data-driven strategies. Key Episode Takeaways: Financial data is often overlooked by eCommerce founders. Understanding fixed and variable expenses is crucial for profitability. Discounting can harm a business's bottom line if not managed properly. Ad budgets should be based on data, not guesswork. Every dollar saved on fixed expenses directly increases net profit. Brands often underprice their products without realizing it. Using math can clarify the impact of pricing changes. AI tools can enhance decision-making in eCommerce. The same financial principles apply across different industries. Actionable insights from data are essential for business growth. For show transcript highlights, past guests, and more, visit: https://www.ecommercemarketingpodcast.com Or on YouTube at: https://www.youtube.com/@ecommercemarketingpodcast  Twitter: https://x.com/emarketpodcast  Facebook:  https://www.facebook.com/ecommercemarktingpodcast  Instagram:  https://www.instagram.com/emarketingpodcast/  Past guests on the ecommerce marketing podcast include Neil Patel, Nemo Chu, Luke Lintz, Luke Carthy, Amber Armstrong, Kris Ruby and many more. Thanks for listening. Be sure to subscribe and leave a review.

This week on The Audit Podcast, we're joined by Nancy Yuen, Financial Data and VP of SOX Governance at SoFi.   In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her emotional intelligence in order to thrive professionally. She opens up about that journey, how developing strong communication skills transformed her leadership style, and offers practical strategies others can apply in their own careers.   Be sure to connect with Nancy on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:10 - Strategies for Supporting an Overextended Team 8:22 -  Nancy's Journey to Finding Emotional intelligence 21:19 - Acting Classes for Auditors 28:50 – Letting Go of Ego to Build a Stronger Team 33:30 - Final thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

You probably didn't become a calligrapher because you love spreadsheets. If you've ever felt overwhelmed by your numbers, this episode is about to change the game! We're joined by Samantha Eck of Firestorm Finance, a bookkeeper for creatives who helps transform financial chaos into clarity and strategy.In this value-packed conversation, Samantha breaks down how to actually understand your numbers, track key financial metrics, and make smarter decisions for your business. Whether you're wondering what numbers to track, how to prepare for slow seasons, or how to start financial planning as a creative entrepreneur, Samantha's insights will leave you feeling empowered (and maybe even excited) to look at your books!What You'll Learn in This Episode:Financial Tips for Calligraphy Business Owners: How to shift your mindset around money and feel empowered by your numbers.Key Metrics to Track: The top financial data points that matter most for your business, and how they guide smarter decisions.How to Plan for Slow Seasons in Your Calligraphy Business: Analyze seasonal trends and build a financial buffer to protect your income.How to Start Tracking Your Business Finances: Simple, non-intimidating ways to get started—even if you're brand new to bookkeeping.Using Business Data to Grow Your Calligraphy Business: How your past performance can help you build a more profitable future.Creative Business Growth Strategies: Stay proactive with your finances and make strategic decisions as your business evolves.Budgeting Without Burnout: Use tools and simple spreadsheets to plan intentionally, not restrictively. If you've ever Googled “how to grow a creative business” or “how to manage seasonal income dips,” this episode is exactly what you need! Grab a notebook, and let's talk creative business growth and financial clarity!

This episode is brought to us by Mastercard.The financial world is changing fast, and as we enter the 10th year of So Money, one of my goals is to keep us updated on the latest innovations and technology shaping our money world…to help you understand what's coming, why it matters, and how you can leverage these changes to improve your financial life.Let me start with a quick thought: what if we had the power to unlock opportunities by using our own data — to switch direct deposits in minutes, get faster loans, or use your rent history to build credit?This is where one of the newest innovations in the finance world enters the picture. It's called open banking and it's transforming the financial ecosystem.Joining me today is someone who is at the forefront of opening banking: Jess Turner, EVP and Global Head of Open Banking and API at Mastercard. Listen as Jess breaks down what open banking is, why it's the thread tying together this new financial world, and how it's transforming the way we borrow, save, and spend.To learn more about Open Banking, visit this comprehensive guide.

Navigating Finances and Tech for Your Therapy PracticeIn this episode of Therapy for Your Money, Julie Herres, owner and accountant at GreenOak Accounting, discusses how technology impacts financial management for therapy practice owners. This episode was recorded after the unexpected closure of Bench.co, a popular bookkeeping service, which sparked this important conversation about owning your financial data and the potential risks of relying solely on cheap, tech-driven accounting options.Julie breaks down some of the challenges with services like Bench, such as their proprietary software that can make it hard to move your data elsewhere, and those "free" tax services that might not be as thorough or accountable as you'd hope. She also draws parallels to what's happening in the mental health industry, where venture capital-backed tech companies are influencing pricing and reimbursement rates. This episode will help you feel more informed and empowered to make the best decisions for your practice's financial health and to choose accounting services you can truly trust.What We Covered:00:00 Welcome to Therapy for Your Money!00:48 Let's talk about technology and your practice's finances.02:03 What was up with Bench.co closing?03:30 What does this mean for us small business owners?04:19 Are those super low-cost bookkeeping services really worth it?05:34 Why owning your financial data is so crucial.07:47 A quick comparison: QuickBooks Online vs. other options.08:46 The real deal with "free" tax services.11:55 How venture capital can affect pricing.15:24 Wrapping things up with some final thoughts.Links and ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation Studio

Episode Topic In this episode of PayPod, we explore the future of financial data governance with Ahikam Kaufman, co-founder and CEO of Safebooks AI. As financial data management becomes more complex, businesses must ensure accuracy, compliance, and security in real time. Ahikam shares insights on how AI-powered automation is revolutionizing the industry, allowing enterprises to seamlessly validate and substantiate their financial data. From navigating large-scale transactions to ensuring financial integrity, this episode provides a deep dive into the evolving landscape of fintech and how Safebooks AI is pioneering change. Lessons You'll Learn Listeners will gain a better understanding of financial data governance and the challenges enterprises face in managing financial records across multiple platforms. Ahikam explains the role of AI in automating reconciliation, reducing errors, and improving financial oversight. He also shares insights into the entrepreneurial mindset, discussing the resilience and adaptability needed to thrive in fintech. Whether you're a CFO, startup founder, or fintech enthusiast, this episode offers valuable lessons on leveraging AI for financial compliance and making data-driven decisions with confidence. About Our Guest Ahikam Kaufman is a seasoned fintech entrepreneur and the co-founder and CEO of Safebooks AI. With a background that includes co-founding Check Inc. (now Intuit Mint Bills), Ahikam has been at the forefront of fintech innovation for over 15 years. His expertise in financial technology, AI-driven automation, and data integrity has helped transform how enterprises manage financial data. At Safebooks AI, he is leading efforts to bridge the gap between finance professionals and data experts, ensuring businesses have the tools to maintain financial accuracy and compliance at scale. Topics Covered This episode covers a wide range of topics, including the importance of financial data governance, how AI is reshaping financial reporting, and the challenges of scaling a fintech company. Ahikam shares his journey as a founder, the lessons he has learned from building successful startups, and the impact of AI on financial data security and compliance. We also discuss how businesses can maintain financial integrity while adapting to evolving regulatory standards. Tune in to discover how AI-powered solutions are helping enterprises streamline operations and reduce financial risks.  

I recently sat down with Geoff Charles, Chief Product Officer at Ramp, to discuss the rapidly evolving landscape of corporate finance technology. Recently promoted to CPO, Geoff has been with Ramp since its early days when the company was just 10 people. His journey from product manager to C-suite exemplifies Ramp's growth trajectory as a company now hiring hundreds of employees annually. The Big Ideas AI as a Financial Co-Pilot: “The average employee doesn't have a degree in finance… our models are more accurate than the average employee,” Charles explains, highlighting how AI can democratize financial expertise. Unified Financial Operations: “Why is it that you see receipts for expenses in one product and accounts payable in another? Makes no sense,” says Charles about the fragmented finance software landscape Ramp aims to consolidate. Selective Automation: Charles emphasizes their approach to automating what makes sense: “Where there's high criticality and where humans are very good at it… we need to be very cautious with where we apply AI.” Financial Data as an Asset: “Because everything happens on Ramp… we know with your location, we know the receipts, we know the actual request,” Charles explains how comprehensive data improves AI accuracy. Self-Disruption as Strategy: “If you don't build the thing that kills you, someone else will,” says Charles on Ramp's proactive approach to reimagining their products in an AI-first world. “We're continuing to really push leaders to build capabilities with their reporting lines,” says Charles. “It's important for us to continue scaling and promoting internally, which is a big part of our culture at Ramp — to find early talent, to mentor them, to grow them, and to give them unlimited growth potential within the company.” Geoff describes the product culture at Ramp as “intense,” with product managers serving as the “pace keepers and pacemakers” of the tech organization. This culture of speed, decision-making, and customer-centricity has helped position Ramp as an innovator in the corporate finance space. The conversation explores how AI is transforming traditional expense management, the strategic importance of owning transaction data, and the opportunities in automating financial workflows.

In today's episode, Christin Cifaldi explores the role of a financial data scientist. What is their primary focus, and what types of data do they work with? How do they use machine learning in finance, and what skills are key for success in this field?

Learn more about who is speaking at our next Live Mastermind Event on November 8th and 9th by CLICKING HERE! In this podcast episode, I was interviewed by Michael Benso. We discussed the power of small group personal training and its business advantages. I explained why small group training can be more profitable than large group or one-on-one sessions, sharing insights on how to price services effectively, manage retention, and scale a boutique fitness business.  We also covered the importance of knowing your financials, hiring and leading the right team, and how running a gym can be a personal development journey. I emphasized the need for clear communication, both with clients and staff, and the value of emotional intelligence in business success. Key Topics Covered:Transitioning from large group to small group trainingPricing strategies for small group trainingThe importance of knowing your financials in the fitness businessThe role of leadership in running successful gymsPersonal growth and mindset for business ownersBuilding a sustainable and profitable boutique gym Show Notes with Timestamps:[00:00:00] - IntroMichael introduces Vince Gabriel and highlights his expertise in small group personal training and growing a fitness business.[00:00:44] - Tony Robbins EventVince talks about attending a Tony Robbins event and how it impacted his personal and professional life.[00:02:19] - Marriage as a Business RelationshipMichael and Vince discuss the importance of personal relationships in business success.[00:03:40] - Small Group Training vs. Large GroupVince explains the economic and strategic advantages of small group training over large group training.[00:05:55] - Pricing Formula for Small Group TrainingHow to determine pricing for small group training using a percentage of one-on-one training rates.[00:07:00] - The Role of Financial Data in Fitness BusinessThe importance of tracking financials to make informed business decisions.[00:11:59] - How to Implement Small Group Training in a Large GymAdvice on integrating small group training in an existing gym model and the importance of finding the right leader.[00:19:00] - Pricing and Avoiding Common PitfallsThe dangers of pricing small group training incorrectly and how it can impact profitability.[00:28:02] - Psychology in Business LeadershipVince touches on the importance of emotional intelligence and managing emotions as a business owner.[00:32:00] - Client Dynamics in Small Group TrainingHandling tricky situations, like addressing hygiene issues, and how personal dynamics can affect a training group.[00:36:00] - Importance of Communication and ClarityVince shares how being clear in communication with your team is key to business success.[00:39:44] - Wrap-up & Where to Find VinceVince offers a free digital copy of his book at SmallGroupPersonalTraining.com and shares details about his upcoming mastermind event in San Antonio, Texas. Links:Free book: SmallGroupPersonalTraining.comVince Gabriel's Website: www.vincegabriele.com  If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

In today's fast-paced, online world, protecting your financial information is more important than ever—especially as a business owner. In this episode, we dive into simple yet powerful steps you can take to keep your money and data safe from hackers. From using two-factor authentication to creating strong passwords, I share my personal tips for securing your accounts.  We'll also talk about how to protect your email, back up your data, and control who in your company has access to sensitive information. These easy changes can make a big difference in keeping your business secure. Whether you're just starting out or managing a growing company, this episode is full of practical advice to help you protect what you've worked hard to build! Tune in now to learn how to keep your financial information safe.   Next Steps: ☎️ Find out how much you're overpaying in taxes every year!  Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

NLW covers a recent study from Ramp that uses proprietary card spend data to show how usage of AI is growing in the enterprise. Plus the latest on ChatGPT's latest model. Concerned about being spied on? Tired of censored responses? AI Daily Brief listeners receive a 20% discount on Venice Pro. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://venice.ai/nlw ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and enter the discount code NLWDAILYBRIEF. Learn how to use AI with the world's biggest library of fun and useful tutorials: https://besuper.ai/ Use code 'podcast' for 50% off your first month. The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614 Subscribe to the newsletter: https://aidailybrief.beehiiv.com/ Join our Discord: https://bit.ly/aibreakdown

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy