Podcasts about financial data

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.  

Want to unlock the real power of ChatGPT in your accounting firm? This episode goes deep into advanced reasoning, the truth about GPT-4.5 vs 4.0, and the surprising risks of using Excel files with AI. We'll show you how to create better financial forecasts, avoid common pitfalls, and even explore the groundbreaking Deep Research feature that could change how you learn, plan, and advise. Ever heard of 26-page AI-generated reports with citations? You will now. 

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

The majority of active managers underperform their benchmarks - but why?   In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks.   The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all funds over a 10 year period cease to exist and the fact that zero managers maintain their top quartile ranking over a five-year period.   Rob and Joe also dive into ETF investing, analyzing the trends shaping active management today and what investors should consider when building portfolios. Whether you're an investment professional or an individual investor, this conversation delivers valuable insights into the ongoing debate between active versus index strategies and how market efficiency may be impacting your investment decisions.   https://www.indexologyblog.com/2025/01/08/shifting-tides-concentration-dispersion-and-the-sp-500-risk-landscape/     Chapters   00:00 Introduction to Global Thinking Podcast 01:07 Meet Dr. Joseph Nelesen 05:53 Understanding the SPIVA Report 13:15 Key Findings from the 2024 Report Card 19:04 The Challenge of Persistence in Active Management 25:54 Trends in Active Management and ETF Usage 27:57 Exploring Fixed Income Strategies 30:41 The Dynamics of Equal Weighting in S&P 500 31:55 Active vs. Passive Investing: A Deep Dive 35:06 The Role of Fees in Investment Performance 38:27 Understanding Long-Term Underperformance Trends 39:36 Due Diligence in Selecting Active Managers 41:52 The Evolution of Market Efficiency 44:22 Personal Insights and Recommendations   Disclosures: https://forstrong.com/disclosures/  Global Thinking Podcast Series - https://forstrong.com/podcast/  Global Thinking Insights - https://forstrong.com/insights/  Who is Forstrong Global - https://forstrong.com/who-we-are/  Ask Forstrong - https://forstrong.com/category/ask-forstrong/  Invest With Us - https://forstrong.com/invest-with-us/         

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.  

Bring complex financial data to life with advanced visualization techniques.Quick Tech TalkWith Steve YossCPE TodayFinancial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft Power BI—a business intelligence and visualization tool that transforms structured financial data into interactive, easy-to-understand dashboards. MORE Steve Voss | MORE Tech | MORE Podcasts With Power BI, organizations can break down income statements into charts, graphs, and statistical analyses that make data both digestible and actionable. Beyond traditional financial metrics, users can integrate sales, marketing, and even social media data to provide a holistic view of business performance. This seamless data integration empowers decision-makers with real-time insights tailored to their needs.

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.

We finally have the episode where we compiled all our data into a presentation to better understand the amount of money that has gone out through our public accounts as a country.Send a one-time contribution to the show - https://www.paypal.com/donate/?hosted_button_id=XARF5X38AMZULListen to our Podcast on the go: https://podcasters.spotify.com/pod/show/elev8podcastTikTok: https://www.tiktok.com/@elev8podcast X: https://twitter.com/TheElev8Podcast

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?

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.In this episode, you will learn:Microsoft's advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment. Follow Jon:LinkedIn: https://www.linkedin.com/in/jon-brewton-datasquared/Website: https://www.data2.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:50] - Advancements in Spreadsheet LLMs[04:54] - OpenAI's Roadmap to AGI [13:49] - Jon Brewton Introduction[18:45] - Importance of Traceability and Explainability[25:40] - Knowledge Graphs and Financial Data[34:56] - Addressing AI Hallucinations[42:01] - Advice for Finance Leaders[45:48] - Jon's Unique Experiences[48:53] - Closing Remarks

This Day in Legal History: Korematsu DecisionOn December 18, 1944, the U.S. Supreme Court delivered its controversial decision in Korematsu v. United States, upholding the forced relocation and internment of Japanese Americans during World War II. The case challenged Executive Order 9066, issued by President Franklin D. Roosevelt in 1942, which authorized the removal of over 120,000 Japanese Americans from their homes to internment camps. Fred Korematsu, a U.S. citizen of Japanese descent, defied the order, arguing that it violated his constitutional rights.In a 6-3 decision, the Court ruled that the internment was a valid exercise of wartime authority, emphasizing the need to protect national security over individual rights during a period of "emergency and peril." Writing for the majority, Justice Hugo Black stated that the internment was not based on racial prejudice but on military necessity, a justification many have since criticized as a flawed rationale.The dissenting justices, including Justice Murphy, condemned the decision as a blatant violation of constitutional rights and a form of racial discrimination. Justice Murphy called the internment camps "a legalization of racism," while Justice Jackson warned of the dangerous precedent the ruling could set.Though the decision has never been explicitly overturned, Korematsu has been widely discredited. In 1983, Korematsu's conviction was vacated by a federal court, acknowledging government misconduct in the case. In 2018, the Supreme Court criticized the decision in Trump v. Hawaii, stating it "was gravely wrong the day it was decided."The legacy of Korematsu remains a stark reminder of the fragility of civil liberties during times of fear and conflict, prompting ongoing discussions about justice, prejudice, and constitutional protections. It should inspire us to question how firmly we hold our principles when we don't hold fast to them in the face of consequence but instead abandon them entirely; when we preference a temporary assuaging of fear among the skittish masses above the rights of citizens. Korematsu remains a stain on U.S. history and carries continued resonance into the modern day, as we confront the consequences of electing a president, House, and Senate largely on the strength of their promise to intern ethnic minorities. Those that would seek to distance our actions today from 1944 would suggest that interned Japanese-Americans were largely citizens, and detained immigrants today are not – but this raises the question of who controls the bestowing of citizenship, the immigrant or the state?A federal judge, Michael Ponsor, faced ethical violations after criticizing Supreme Court Justice Samuel Alito in a New York Times essay. Ponsor condemned Alito for displaying controversial flags outside his properties, including an upside-down American flag associated with Trump supporters during the January 6 Capitol riot. The critique spurred a judicial misconduct complaint by the conservative Article III Project, leading to an investigation.Chief U.S. Circuit Judge Albert Diaz ruled that Ponsor's essay undermined public confidence in judicial integrity and violated the Code of Conduct for U.S. Judges by commenting on partisan issues. Though the essay did not reference a specific case, it coincided with debates about Alito's potential recusal from cases involving the January 6 riot and Trump's immunity bid. Ponsor apologized in a letter, acknowledging the ethical breach and committing to consulting judicial panels before future public writings.The controversy highlights tensions surrounding judicial impartiality and political commentary, particularly as it intersects with high-profile cases and public scrutiny. Just to check the box score here, that is one judicial misconduct violation for the judge that criticized the justice that flew insurrectionist flags at his home–none for the latter. Judge's criticism of US Supreme Court's Alito over flags is deemed improper | ReutersElon Musk has publicly opposed the Republican plan to temporarily fund the government, adding tension to Speaker Mike Johnson's efforts to secure a deal before Friday's shutdown deadline. The proposed legislation includes billions in disaster relief and agricultural funding, angering fiscal conservatives. Musk, tapped by President-elect Donald Trump to advise on government efficiency, criticized the bill on X, reflecting growing conservative discontent. Johnson acknowledged Musk and Vivek Ramaswamy's concerns but stressed the need for bipartisan cooperation given the narrow Republican majority.The funding dispute highlights ongoing GOP divisions that previously ousted Speaker Kevin McCarthy. Johnson faces an even slimmer majority due to recent election losses and Trump's appointment of three Republican representatives to his administration. This leaves the party with a precarious one-vote margin until special elections in April. Conservatives like Marjorie Taylor Greene have criticized the bill's added spending as unnecessary, predicting it will gain more Democratic than Republican support, risking further internal conflict.Johnson remains confident about retaining his position as Speaker despite challenges, emphasizing his focus on immediate legislative priorities, including the budget blueprint and border security measures.Trump Key Adviser Musk Comes Out Against Year-End Funding BillA special master has ordered TikTok Inc. to provide source code, financial data, and usage data for its apps, including CapCut and BytePlus Video Editor, in a trade secrets and copyright infringement case filed by Beijing Meishe Network Technology Co. The Chinese tech company alleges that TikTok misappropriated its video and audio editing source code, accusing a former Meishe engineer of trade theft before joining TikTok.The case, originally filed in Texas in 2021, was transferred to California in 2023. TikTok argued that discovery about its apps, including Faceu and Lemon8, was irrelevant because U.S. laws do not typically apply to conduct outside the country. However, the special master, Hon. Kendall J. Newman (Ret.), ruled that discovery was necessary since Meishe may recover damages for foreign infringement if it can show TikTok copied its code in the U.S. and used it abroad.TikTok has 30 days to comply with the order, which allows Meishe to pursue claims involving extraterritorial damages. Meanwhile, TikTok also faces a potential U.S. government ban unless its parent company, ByteDance Ltd., divests the app by January 19. On the same day, Newman partially granted TikTok's request to compel Meishe to disclose documents about its affiliate XAT, which allegedly developed the disputed source code.TikTok Must Turn Over Code, Financial Data in Trade Secrets SuitDemocratic state attorneys general (AGs) are preparing to defend environmental, social, and governance (ESG) initiatives against expected challenges from the incoming Trump administration and Republican-controlled Congress. They plan to leverage the Supreme Court's decision in Loper Bright Enterprises v. Raimondo, which limits agency regulatory authority, to counter potential anti-ESG actions that lack explicit congressional approval. Minnesota AG Keith Ellison and Nevada AG Aaron Ford emphasized their readiness to use legal frameworks like the Administrative Procedure Act and Loper Bright to protect ESG-related policies.Concerns include possible rollbacks of Securities and Exchange Commission (SEC) rules facilitating ESG proposals, restrictions on corporate diversity, equity, and inclusion (DEI) initiatives, and curtailment of climate-related disclosures. The GOP's Project 2025 agenda calls for sweeping changes, including a task force to challenge ESG/DEI practices and reclassification of DEI as discriminatory. Ellison and Ford argue such measures risk undermining civil rights and shareholder freedoms.Democratic AGs have pledged to challenge these policies in court and defend existing ESG regulations, such as the SEC's climate disclosure rules. Meanwhile, Republican AGs are aligning with Trump's deregulatory agenda, with Tennessee AG Jonathan Skrmetti noting their support through briefs and interventions. Both sides are preparing for extensive legal battles over the regulatory future of ESG and DEI initiatives.Blue State AGs Prepare to Use Loper Bright Ruling to Defend ESG This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Financial data alone can't drive a company's success; it's the CFO's ability to turn that data into a compelling narrative that moves the needle. Whether engaging investors, rallying the board, or inspiring internal teams, the power lies in transforming raw data into stories that align with the company's vision and steer it through both challenges and opportunities.In this episode, Stephen Bates, Chief Financial Officer of Canford Healthcare Ltd. shares his more than 20 years of experience in finance roles across a wide range of industries in the UK. Stephen discusses the crucial role CFOs play in transforming financial data into engaging stories that drive business outcomes, especially during uncertain times.Learn how effective narratives and storytelling can propel companies toward their strategic goals.Discussed in This Episode:The importance of transparency and clarity in financial storytellingWeaving your strategic vision into the financial stories you tellSelecting the right metrics and KPIs that align with your story, and communicating them through data visualization.Techniques for connecting financial data with emotional appeals to inspire and motivate stakeholders.The key components of an effective change narrative: setting the stage, identifying the drivers of change, outlining the journey, and envisioning the future.

Financial data alone can't drive a company's success; it's the CFO's ability to turn that data into a compelling narrative that moves the needle. Whether engaging investors, rallying the board, or inspiring internal teams, the power lies in transforming raw data into stories that align with the company's vision and steer it through both challenges and opportunities.In this episode, Stephen Bates, Chief Financial Officer of Canford Healthcare Ltd. shares his more than 20 years of experience in finance roles across a wide range of industries in the UK. Stephen discusses the crucial role CFOs play in transforming financial data into engaging stories that drive business outcomes, especially during uncertain times.Learn how effective narratives and storytelling can propel companies toward their strategic goals.Discussed in This Episode:The importance of transparency and clarity in financial storytellingWeaving your strategic vision into the financial stories you tellSelecting the right metrics and KPIs that align with your story, and communicating them through data visualization.Techniques for connecting financial data with emotional appeals to inspire and motivate stakeholders.The key components of an effective change narrative: setting the stage, identifying the drivers of change, outlining the journey, and envisioning the future.

On Tuesday, the Consumer Financial Protection Bureau (CFPB) released the final version of the Personal Financial Data Rights Rule that requires many financial institutions, credit card issuers, and other financial service providers that facilitate payments (including mobile wallets and payment apps) to support new open banking standards and make account records accessible and portable. The CFPB uses the term ​“open banking” to refer to the ability of customers to share personal financial data between a network of entities. https://www.kelleydrye.com/viewpoints/blogs/ad-law-access/cfpb-pushes-move-to-an-open-banking-system-with-the-personal-financial-data-rights-rule-and-sparks-immediate-court-challenges-from-industry Donnelly McDowell dmcdowell@kelleydrye.com (202) 342-8645 www.kelleydrye.com/people/donnelly-l-mcdowell Matt Luzadder mluzadder@kelleydrye.com (312) 857-2623 https://www.kelleydrye.com/people/matthew-c-luzadder Alex Schneider aschneider@kelleydrye.com (202) 342-8634 https://www.kelleydrye.com/people/alexander-i-schneider Leah Plagge Rabkin lrabkin@kelleydrye.com (202) 342-8523 www.kelleydrye.com/people/leah-plagge-rabkin Hosted by Simone Roach Subscribe to the Ad Law Access blog - www.kelleydrye.com/subscribe Subscribe to the Ad Law News Newsletter - www.kelleydrye.com/subscribe View the Advertising and Privacy Law Resource Center - www.kelleydrye.com/advertising-and-privacy-law Find all of our links here linktr.ee/KelleyDryeAdLaw

Fraudology is presented by Sardine.In this episode of Fraudology, host Karisse Hendrick talks with Austin Harris, senior fraud analyst at Cross River Bank and host of the renamed podcast "Fraud Cases Unleashed." They delve into the differences between intricate frauds of the past and the simpler, quantity-over-quality frauds of today, largely driven by system vulnerabilities and trends spread via social media. Harris shares a basic yet illustrative case of credit card fraud and discusses the generational perspectives on fraud, stressing the importance of work-life balance, especially in a high-stress industry prone to burnout. The conversation also addresses the "fraud triangle" theory, shedding light on the motivations and opportunities that lead individuals, particularly from Gen Z, to commit fraud.Tune in for an insightful discussion on how the landscape of fraud has evolved, the impact of social media on scam trends, and the significance of maintaining a purpose-driven approach to work in fraud prevention.Fraudology is hosted by Karisse Hendrick, a fraud fighter with decades of experience advising hundreds of the biggest ecommerce companies in the world on fraud, chargebacks, and other forms of abuse impacting a company's bottom line. Connect with her on LinkedIn She brings her experience, expertise, and extensive network of experts to this podcast semi weekly, on Tuesdays and Thursdays.

A scam designed to steal sensitive financial data from motorists using bogus QR codes on parking meters has been identified in Dublin and Wicklow. We get the details on this with Adrian Weckler, Technology Editor with The Irish Independent.

In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the future of Financial Planning and Analysis (FP&A) with guest Soufyan Hamid. The discussion focuses on the evolving role of FP&A, from its traditional technical functions to a more business-focused and communicative role. Soufyan shares his journey and insights into improving presentation skills, communication, and becoming a valued business partner in the finance world.Soufyan Hamid has over 17 years of corporate experience in finance, starting in auditing and consulting with PwC before becoming a finance business partner. Today, he leads The Finance Circle, where he trains finance professionals on improving their storytelling and presentation skills, a key aspect often missing in FP&A. Soufyan is known for his Financial Storytelling Program and his popular LinkedIn presence, where he shares tips with over 75,000 followers.Expect to LearnWhy it's not just about numbers but adding strategic value to the business.How effective storytelling can turn data into impactful business insights.Soufyan's transition from corporate finance to entrepreneurship.How to prepare messages that resonate and drive action.Overcoming the habit of over-detailing and shifting focus to clear communication.Here are a few relevant quotes from the episode:“Great FP&A today is about balancing technical skills with business partnering to add real value beyond the numbers.” - Soufyan Hamid“In finance, it's not just about the analysis, it's about what you do with it and how you communicate it to others.” - Soufyan Hamid“Storytelling in finance is essential because it helps non-financial people understand the business impact behind the numbers.” - Soufyan Hamid“You need to focus on what's important to your audience, not just what you think is important in the data.” - Soufyan HamidThis episode underscores the power of clear, concise communication in transforming financial analysis into business value. Soufyan provides practical tips and frameworks, such as the "what, so what, now what" method, and shares actionable insights for FP&A professionals looking to make a greater impact.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Soufyan:Website - www.thefinancecircle.comLinkedIn - https://www.linkedin.com/in/soufyanhamid/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning...

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/

“There's a lot of power behind financial data. Every time we move money from point A to point B, we also move information” BUT the power is unlocked by the quality of the data, and the what we do with the data!In this episode Nare Vardanyan, CEO & Co-Founder at Ntropy, the immense potential of financial data and its impact on both consumers and businesses. We discuss how standardizing and unifying fragmented financial data can unlock new opportunities in lending, payment authorization, accounting automation, and more. We explore the challenges and role of AI and advanced models in transforming financial services and of course, how we can use tech to drive social change…. very good points on social mobility!If you enjoyed this Purpose Driven FinTech pod, follow for more discussions on how to build great FinTech products with customer and commercial impact and to stay updated on the latest episodes.

The ability to transform raw complex financial data into a compelling narrative has become a critical skill. Mastering the art of finance data storytelling enables finance professionals to distill complex information into strategic insights, driving pivotal boardroom decisions and shaping business strategy.Akash Kapoor is the CFO at ColdBlock Technologies and has been advising finance leaders on operations and strategy for the last 25 years. Host Melissa Howatson welcomes Akash to explore the transformative power of financial storytelling. Together, they delve into how mastering this critical skill can revolutionize organizational decision-making and propel finance professionals to new heights in their careers. As new technologies give us access to swaths of data, it's more important than ever to have a finance department that can interpret data and turn numbers into clear business narratives. Learn how financial professionals can break down data silos and guide strategic decisions through compelling, data-driven narratives.Discussed in This Episode:Discover techniques to transform complex financial data into engaging stories that inform and inspire action.The importance of tailoring presentations to various stakeholders, including C-suites, employees, and investors, depending on their financial acumen and objectives.Learn how to leverage storytelling techniques, narrative structures, and data visualization tools to bring your financial data to life and make your insights impossible to ignore.Understand why emerging technologies are elevating the role of finance professionals within organizations.

The ability to transform raw complex financial data into a compelling narrative has become a critical skill. Mastering the art of finance data storytelling enables finance professionals to distill complex information into strategic insights, driving pivotal boardroom decisions and shaping business strategy.Akash Kapoor is the CFO at ColdBlock Technologies and has been advising finance leaders on operations and strategy for the last 25 years. Host Melissa Howatson welcomes Akash to explore the transformative power of financial storytelling. Together, they delve into how mastering this critical skill can revolutionize organizational decision-making and propel finance professionals to new heights in their careers. As new technologies give us access to swaths of data, it's more important than ever to have a finance department that can interpret data and turn numbers into clear business narratives. Learn how financial professionals can break down data silos and guide strategic decisions through compelling, data-driven narratives.Discussed in This Episode:Discover techniques to transform complex financial data into engaging stories that inform and inspire action.The importance of tailoring presentations to various stakeholders, including C-suites, employees, and investors, depending on their financial acumen and objectives.Learn how to leverage storytelling techniques, narrative structures, and data visualization tools to bring your financial data to life and make your insights impossible to ignore.Understand why emerging technologies are elevating the role of finance professionals within organizations.

We talk to QuantCube Technology co-founder and CEO Thanh-Long Huynh about how machine learning and alternative data combined can identify financial trends far ahead of official data.Speakers: Thanh-Long Huynh, co-founder and CEO of QuantCube Technology; Vincent Gusdorf, AMD, Digital Finance and AI Analytics, Moody's RatingsHosts: Danielle Reed, VP – Senior Research Writer, Moody's RatingsRelated research:Digital Transformation – Global: Alternative data's timely insights can enhance conventional data, not replace itDigital Transformation – Global: 2024 AI Outlook - Swift progress likely but rapid roll-out will bring risks

My guest today is Armen Zildjian, VP of Sales at Clockwork, which is a financial planning and analysis platform for growing businesses and their advisors. Armen has over 20  years of international software sales and sales leadership experience, and has helped take multiple scale multiple tech companies, including Drift, which achieved $1B valuation in 2021, LogMeIn (IPO), GrabCad (acquired by Stratasys), and Dyn (acquired by Oracle). He knows what it takes in the beginning, managing early-stage sales teams with little structure and process, all the way through international expansion with millions in revenue and a global sales team.  In this episode he talks about his process for how he makes it all happen.  Here are several key takeaways from the interview: Empowering Small Businesses: How Clockwork helps small businesses succeed by providing accurate and timely financial data through financial advisors. Understanding Customer Value: The significance of truly understanding the customer's problem and the value Clockwork can offer. Iterative Sales Processes: The need for constant adaptation in sales processes, with feedback loops and certification programs ensuring success. Hiring and Curiosity: Why hiring experienced salespeople and fostering natural curiosity are crucial for sales success. Motivation and the 'Why': The importance of having a clear goal and understanding the motivation behind actions in sales. Empathy in Management: Armen's management style focuses on empathy, understanding the whole person, and unlocking their potential. This episode is packed with actionable advice for sales leaders looking to scale their teams and empower small businesses! Tune in and let us know your key takeaway. Armens Linkedin Profile Timestamps 00:00 Introduction and Background. 02:20 Clockwork's Vision and Value Proposition. 08:49 Growth and Scale: IPO or Acquisition? 14:30 Building and Fine-Tuning the Sales Process. 19:27 Handling Challenges in a Fast-Growing Startup. 23:42 Staying Focused and Disciplined in Decision-Making. 28:13 The Role of Sales Reps and A/B Testing. 32:10 Core Principles and Skills for Sales Success. 34:07 Understanding the 'Why' Behind Your Actions. 37:10 The Impact of Developing Others. 40:31 The Drive to Win: Having a Chip on the Shoulder. 51:01 Finding Fulfillment in Hobbies and Interests.

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 episode of Bridging the Gap, Matt Reiner sits down with Rick Burgess to explore the in's and outs of data models and workflows within the financial industry. Rick, who has been a partner with a company for nearly a decade, underscores the significance of a centralized data model and the challenges smaller firms face in accessing tools that larger companies utilize. He emphasizes the importance of a data warehouse approach and discusses the deceptive appearance of integration where multiple tech stacks are used without true integration. The conversation dives into streamlining account opening processes and the challenges related to data ownership and integration, stressing the need for firms to evolve their tech stacks as they expand.Rick highlights the importance of knowing and effectively managing client data, not just for regulatory purposes, but for deepening client relationships and improving service retention. He brings attention to the pitfalls of fragmented data and the necessity for transparency and data-driven negotiations with vendors. Both Matt and Rick agree that a cohesive technology solution, particularly in wealth management, is crucial. They stress the value of partnering with firms that have invested in technology development and accumulated valuable learnings over time, which can provide robust and scalable solutions as the business grows. One key takeaway is the need for a centralized data model to ensure all client data is accessible and integrated across various platforms, enhancing scalability and efficiency.Towards the end of the episode, Rick recounts how he and a partner created a platform to simplify paperwork and workflows for financial advisors, leading to significant success. He emphasizes the behind-the-scenes challenges in business operations, especially regarding staff turnover and its impact on back-office functions. He encourages listeners to engage experts, involve others in decision-making, and to remain discerning while doing so. This highlights the importance of continuously evolving the tech stack to align with the changing needs and growth of the firm, and seeking out partnerships with technology experts who have a proven track record, thereby ensuring the firm benefits from their accumulated knowledge and avoids unnecessary pitfalls.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Episode highlights: The current state of FP&A, according to CFOs (1:07)What's driving the extremely high demand for FP&A? (2:11)Why automation has been a disappointment for creating capacity for FP&A (3:12)Three actions that turn FP&A into an enterprise capability (6:05)FP&A hasn't learned how to optimize AI. Here's why. (13:34)Gartner Distinguished VP Randeep Rathindran has a primary research focus on the CFO and FP&A leader roles, covering the key initiatives of Enterprise Growth and Cost, Financial Data and Analytics, and Finance Organization Transformation. He led syndicated research in a number of practice areas, including research and technology, corporate strategy, operations, and shared services, prior to joining Gartner's finance research and advisory practice in 2014. He has extensive experience in quantitative research and econometric modeling.

Welcome to Episode #20 of the CPM Customer Success podcast! Continuing our series on OneStream's unique differentiators, this episode delves into the critical topic of Financial Data Quality. Building on our previous Episode #18 discussion about Extensible Dimensionality, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors.  Join us as we uncover the history and evolution of OneStream's Financial Data Quality. Learn about the comprehensive capabilities of OneStream's Financial Data Quality engine, including seamless data integration from multiple sources, automated data loading, and robust auditing features.  We'll discuss why financial data quality is essential for your business, highlighting its impact on reporting accuracy, risk mitigation, efficiency, and decision-making confidence. Hear real-world success stories and see how OneStream outperforms competitors like Hyperion, Anaplan, Tagetik, and Workday.  Whether you're already a OneStream user or exploring corporate performance management solutions, this episode offers valuable insights into mastering financial data quality. Discover how OneStream can transform your financial processes, providing you with the confidence and clarity needed to drive performance and lead at speed.  Tune in now to gain a deeper understanding of OneStream's Financial Data Quality and its role in ensuring your data is accurate, reliable, and ready to support your business decisions. 

Today's guest is Prasanna Dhore, Chief Data Officer at Fiserv and President of Data Commerce Solutions. Prasanna returns to the Emerj podcast platform, following his appearance earlier this month on the ‘AI in Business' podcast, to talk about findings from the latest edition of Fiserv's Small Business Index, derived from point-of-sale transaction data across approximately 2 million U.S. small businesses, providing a direct measure of consumer spending and business performance. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

To learn more about working with Gina: https://ginaknox.co/ Follow Gina on Instagram: https://www.instagram.com/ginaknox/ Follow Gina on Threads: https://www.threads.net/@ginaknox Episode Synopsis: In this podcast episode, Gina Knox discusses the importance of bookkeeping and how it can reveal the underlying issues in a business. She shares stories of clients who struggle with their finances and explains how looking at the cellular level of a business can help identify and solve problems. Gina highlights six ways that businesses waste money, including software, coaches, team members, projects, equipment, and inventory. She emphasizes the need to be intentional with expenses and make data-backed decisions. Timestamps: 03:28 - Analyzing a Client's Financial Data05:23- Understanding the Cellular Level of Your Business10:22 - Identifying and Avoiding Wasteful Expenses14:45 - Wasting Money on Software and Coaches19:51 - Avoiding Unnecessary Expenses and Focusing on Sales25:01 - Being Strategic with Team Members and Projects31:12 - Managing Equipment and Inventory Expenses36:12 - The Power of Looking at Financial Data Takeaways: Bookkeeping is essential for understanding the financial health of a business and identifying underlying issues. Businesses often waste money on unnecessary expenses, such as software, coaches, team members, projects, equipment, and inventory. It's important to be intentional with expenses and make data-backed decisions. Avoiding financial management can lead to business failure, so it's crucial to confront and address financial issues. Looking at the cellular level of a business can help identify and solve problems. Regularly reviewing and analyzing financial data is key to making informed business decisions.

In the season 1 finale of Controllers Classified, host Erik Zhou is joined by Sarah Hinkfuss from Bain Capital Ventures for an overview of the VC investment landscape and a deep dive into her investment due diligence approach for growth stage companies. The episode begins with Sarah highlighting milestones from her career, including her time conducting water pricing research in the Middle East, her transition into tech, and her pivot from tech into investing. Underlying everything is her passion for empirical based decision making and a belief that complex problems require a multidisciplinary approach. The conversation then pivots to the investment landscape. Sarah explains the relationship between companies, VCs, and LPs, and how the macroeconomic environment is driving a “flight to quality”. The result is companies are being asked to balance growth and profitability, and increasingly making hard decisions around what to keep and what to cut. Sarah then gives listeners an insider's look at her investment due diligence approach for growth stage companies, underscoring the importance of a company's financials in this process. She spends some time explaining why unit economics and a business model are so important and notes that it's not just about seeing the numbers. A founder must have a clear narrative about what drives their business and where they see things going in the future. Sarah also touches on the transition from Series A to Series B, and the nuances in the fundraising process for early vs. growth stage companies. This episode is a must-listen for founders & finance leaders aiming to navigate the complexities of fundraising in today's macroeconomic environment.

Our guest this episode is Steve Boms, Founder and President at Allon Advocacy and also Executive Director of the Financial Data & Technology Association. Steve comes out of Penn State and has worked at Capital One, the International Securities Exchange, and the US House of Representatives assisting a senior member of the Financial Services Committee. We talk about regulations and government relations in financial services. Topics include: Who needs a lobbyist? How do the countries stack up against each other in terms of regulation readiness for open banking? Dodd Frank passed into law in 2010 but we're only talking about the regulations going into place at the end of 2024. Why? What are the metrics we should be looking at that will indicate we're moving toward connected finance in the right way and at the right speed? What must the consumer be reassured of when it comes to asking them to offer up their data? Why financial services is one of the first verticals being looked at for the application of data regulation. How data access will bring more competition which will bring more benefits to consumers. Helpful Links: Allon Advocacy Financial Data & Technology Association Steve Boms on LinkedIn Envestnet Yodlee

Join Miguel Gonzalez from Cortburg Retirement Advisors this week for strategies to keep your hard-earned savings protected and stress-free for retirement. Cortburg Speaks Retirement - episode #193 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalezWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Welcome to a new episode of Business Lunch! Today, we dive into a topic that's critical for every business owner and entrepreneur: accounting and finance. We'll explore how to make financial data work for you, ensuring it provides the insights needed to make informed decisions. Join us as we discuss practical tips, personal stories, and strategies to bridge the gap between raw financial data and actionable business insights.Highlights:"As an entrepreneur, it's crucial to ensure your financial data is not just reported but truly understood and actionable.""The difference between helpful and unhelpful financial data can make or break your decision-making process.""Entrepreneurs must demand financial reports that reflect realistic projections, not just worst-case scenarios.""If your financial reports are depressing, it's time to change the narrative and include projections for success."Timestamps00:00 - The importance of understanding financial data.01:03 - Challenges and misconceptions about accounting.04:14 - The impact of daily financial reports 06:38 - Entrepreneurial optimism and conservative financial reporting.09:27 - Balancing realistic financial reporting with positive entrepreneurial outlook.13:37 - The importance of getting accurate financial data16:13 - The necessity of purging unhelpful data and reports regularly.18:31 - Transitioning from cash-based accounting to accrual-based accounting24:54 - Dealing with financial reporting changes and the impact on perceived profitability.31:45 - Strategies to structure financial reporting that empowers business growth.CONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier

Andrew Robison, Petrus president, is back on this week's epidsode of the Petrus Development Show!  Andrew and Rhen spend their time together discussing the all-important topic of budgeting.  While budgeting may not seem like a terribly excting interview topic, Andrew and Rhen outline why the budgeting process can be transformational for your development office.     In this episode, Andrew and Rhen answer the following questions:Why should you spend time on the budgeting process?What is the budeting prcoess?  How do you set numbers for income and expenses?If you're a new development office, what is reasonable expected growth for your first few years?Do you have specific estimates for expected growth over the years?What is a good expenses to income ratio for a development office?What kind of spreadsheet tool can you use to assist with budgeting? As Rhen mentions at the end of the episode, Petrus is offering free access to our recommended budgeting template.  If you'd like to receive this resource, please click here for more information.     

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

Effectively communicating withdrawal strategy improves the client experience.(Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.) Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients' Worries, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.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

Financial Modeling Prep Website: https://site.financialmodelingprep.com/ Mission: Make Financial Data Available For All BIOs: Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC capital market then EDF trading. Later on he earned his PhD in financial modeling from Concordia University, then right after he founded Financial Modeling Prep. Initially, the platform was a modeling website focused on discounted cash flow (DCF) analyses. However, it later transformed into an API to meet the high demand for clean and aggregated financial data. Jack Zhang is an experienced Management Consultant and Data Systems Architect with a demonstrated history in the financial services industry. He specializes and has a deep understanding of data analytics & visualization, system process optimization, data architecture design, and machine learning. With a wide range of job experiences, from Sales at PepsiCo, to Real Estate at Berkshire Hathaway, he's a curious and passionate individual striving for growth and change. Jack initially co-founded Utradea to revolutionize how retail investors consume financial insights by bridging the financial knowledge gap with a custom NLP AI model. A few years after, Jack stepped in as CEO and took over FMP to optimize, scale and vertically integrate FMP's data architecture to offer one of the most comprehensive financial data API in the market. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Why are mortgage rates suddenly improving? Financial Data is starting to show signs of weakness. The unemployment report issued on Friday, May 3, 2024, was worse than expected. Although it is tough on the economy, it is a blessing for mortgage rates. Continued improvement from here is very possible. What additional reports are showing signs of weakness? We dive in right here on Mortgage Mom Radio! Looking for numbers for your own personal scenario, go to our website, mortgagemomradio.com and book a consultation or call 844-935-3634. AZ-0941504, CA-DBO237926, Fl-LO76508, GA-69178, ID-MLO 2080237926 IL-031.0058339, MO, NC I-210940, NV-57237, OR, TN-184373, TX, WA-MLO-237926 Licensed by the Department of Financial Protection and Innovations under the California Residential Mortgage Lending Act. Interest rates and products are subject to change without notice and may or may not be available at the time of loan commitment or lock-in. Borrowers must qualify at closing for all benefits.

868: As data becomes increasingly valuable, technology executives have the important task of ensuring the company's data infrastructure allows for efficiency and scalability. In this episode of Technovation, James Rhodes, President of Morningstar Data Research and Enterprise Solutions and the company's Chief Technology Officer, joins Peter High in a discussion about modernizing the company's enterprise architecture and enhancing the client experience with improved personalization. James elaborates on the three hats he wears in his current role at the company and the approach he is taking to modernize legacy systems for scalability and efficiency. He shares insights on driving customer personalization at scale, leveraging AI for better financial advice, and establishing a Responsible AI Council to ensure the company retains its transparency and client trust. James also describes the evolution of their AI-driven digital assistant 'Mo' and how it will augment, but not replace, the financial advisor. Finally, James shares the technology trends on his radar including digital avatars for enhancing customer engagement and the advancement of cybersecurity measures, and the keys to success that he's learned across his career.

868: As data becomes increasingly valuable, technology executives have the important task of ensuring the company's data infrastructure allows for efficiency and scalability. In this episode of Technovation, James Rhodes, President of Morningstar Data Research and Enterprise Solutions and the company's Chief Technology Officer, joins Peter High in a discussion about modernizing the company's enterprise architecture and enhancing the client experience with improved personalization. James elaborates on the three hats he wears in his current role at the company and the approach he is taking to modernize legacy systems for scalability and efficiency. He shares insights on driving customer personalization at scale, leveraging AI for better financial advice, and establishing a Responsible AI Council to ensure the company retains its transparency and client trust. James also describes the evolution of their AI-driven digital assistant 'Mo' and how it will augment, but not replace, the financial advisor. Finally, James shares the technology trends on his radar including digital avatars for enhancing customer engagement and the advancement of cybersecurity measures, and the keys to success that he's learned across his career.

Bloomberg Radio host Barry Ritholtz speaks to Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He also heads Evercore ISI's economic research team. Hyman was the chairman and founder of ISI Group LLC. He previously served as vice chairman and board member of C.J. Lawrence Inc. and was an economic consultant at Data Resources Inc. See omnystudio.com/listener for privacy information.

The stock price of Donald Trump's Truth Social company went into a tailspin on Monday after a report showed that the company lost about $58 million last year with income of just $4 million. This is EXACTLY what we predicted would happen. Trump's stock value has now dropped by $2 billion since last week, and that slide is likely going to continue as the company loses investors.Also, a new report has found that social media accounts purporting to be supporters of Donald Trump are actually fake accounts originating from China. These accounts are posting crazy conspiracy theories about President Biden along with other disinformation that is then being shared by huge accounts on social platforms. This is nearly identical to what came out of Russia in the 2016 election.And from the Trump campaign to the RNC and all the way into the world of conservative pundits there is panic about the pathetic state of the Republican Party's financial status. The biggest issue is that Donald Trump is sucking up so much donor money to pay for his legal bills that he can't even afford to campaign properly. And now that the RNC has announced that they are going to split fundraising with him, it is scaring off donors who would have considered giving to the Party but not to Trump. They are in serious trouble and they know it.Finally, Donald Trump's lawyers filed a motion with Judge Juan Merchan this week, arguing that the "pre-trial publicity" that Trump has received will make it impossible to get a fair trial. In other words, his lawyers are now trying to argue that he is too famous to even be prosecuted. This motion is destined to fail, as these are the types of issues that are taken up by the court during jury selection, where people with any preconceived notions about the case or the defendant are thoroughly weeded out.Subscribe to our YouTube channel to stay up to date on all of Farron's content: https://www.youtube.com/FarronBalancedFollow Farron on social media!Facebook: https://www.facebook.com/FarronBalanced/Twitter: https://twitter.com/farronbalancedInstagram: https://www.instagram.com/farronbalancedTikTok: https://www.tiktok.com/@farronbalanced?lang=en

On today's Lunch With Norm, we are with a 7-year Amazon veteran, Ryan Hurley! We discussed making more profit & improving cash flow by leveraging your financial data. Find out what are good product profit margins & refund benchmarks. Our guest recently started a bookkeeping software & service company called SellAnalytix to scratch his pain points as a seller.   This episode is brought to you by Post Purchase Pro   Post Purchase PRO specializes in helping Amazon sellers create more sales, ranking, and reviews through post-purchase marketing. Finally, your email marketing can be actively managed by professionals with over 30 years of experience so you can focus on running your business. Increase repeat purchases, drive better organic search term ranking, get more reviews, and build a real asset.   For more information visit https://www.postpurchasepro.com/lunch   This episode is brought to you by Startup Club   Startup Club is the largest club on Clubhouse supporting the Startup ecosystem.   Startup Club offers an exciting sense of belonging to established and aspiring entrepreneurs, startup businesses, and companies wanting to Learn, Connect, and Grow. Join us for conversations with founders, entrepreneurs, angel investors, venture capitalists, subject matter experts, and more.   For more information visit https://Startup.club   This episode is brought to you by Seller Basics   Seller Basics is the ultimate guardian for account suspensions, ASIN hiccups, and IP headaches. For only $99 per month, Seller Basics provides a dedicated team to safeguard your business. And that's not all! Gain access to free legal consultations with seasoned eCommerce attorneys. With no binding contracts, you can cancel anytime with just a month's notice.   Consider Seller Basics your Amazon account's comprehensive health plan.   For more information visit https://www.sellerbasics.com   In this episode, a 7-year Amazon veteran, Ryan Hurley is here. Today, we discussed making more profit & improving cash flow by leveraging your financial data. He recently started a bookkeeping software & service company called SellAnalytix to scratch his pain points as a seller.   This episode is brought to you by Startup Club, Post Purchase Pro, Seller Basics, and HONU Worldwide...   *All conversations and information exchanged on the Lunch with Norm podcast or interaction on the Lunch with Norm Website is intended for educational and entertainment purposes only. Do not confuse this with advice or direction with your business per se. Always do your own research before following advice from any podcast/website. Amazon's Terms of Service is always changing. Make sure you are following relevant up-to-date information.

In October 2023, the CFPB issued a groundbreaking proposal on personal financial data. This episode, which repurposes a webinar, begins with a review of the background of the rulemaking. We then discuss key provisions of the proposal, including the entities, data, and financial products and services that would be covered, the obligations that would be imposed on covered entities, and exceptions to the proposal's requirements. We also look at the compliance timeline, practical takeaways, and the proposal's operational impact on covered entities. We conclude with a discussion of the CFPB's advisory opinion dealing with consumer requests for information. Alan Kaplinsky, Senior Counsel in Ballard Spahr's Consumer Financial Services Group, moderates the discussion joined by Ronald Vaske, a partner in the Group, Kristen Larson, Of Counsel in the Group, and Gregory Szewczyk, a Ballard Spahr partner and Practice Leader of the firm's Privacy and Data Security Group.