Podcasts about financial reporting

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comListen to the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/In today's chat with my friend Stephanie Cannon, we break down financial technology options for travel business owners. We explore the four tiers of financial tracking – from pre-tracking to paying yourself on purpose – and compare the pros and cons of popular tools like QuickBooks, Xero, and Wave. Whether you're a travel hobbyist or strategic travel entrepreneur, understanding your numbers is important for creating cash flow projections and meeting IRS requirements without the headache. Get ready to stop guessing about your profitability and start implementing financial systems today!Get Stephanie's Guide to Choosing the Right Financial Tech: https://withstephaniecannon.com/softwareQuestions this episode answers:What financial tracking tools are best for travel advisors?How can travel advisors separate business and personal finances?Why do travel business owners need financial reporting beyond tax requirements?What financial requirements does the IRS have for travel business owners?How can travel advisors predict commission income and cash flow?What's the difference between CRM systems and financial tracking software?How can travel advisors move from financial survival mode to freedom mode?What financial technology features should travel business owners look for?Why is commission tracking essential for travel advisor financial planning?How can travel entrepreneurs use financial data to make strategic business decisions?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

In this bonus episode of ESG Talk, we throw back to a live recording of our sister show Off the Books. Charley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Charley explains why that actually makes sense and what he's learned from working with accountants.

In this episode of Shoot the Moon, the Revenue Rocket team—Ryan Barnett, Mike Harvath, and Matt Lockhart—unpacks a foundational concept in IT services  M&A deals: EBITDA add-backs. Whether you run a Managed Service Provider, a Microsoft or SAP channel partner firm, a cybersecurity practice, or a custom development shop, understanding what qualifies as a legitimate add-back can significantly affect your valuation in a transaction.The team covers the good, the bad, and the ridiculous—breaking down why aggressive or misguided add-backs can backfire and erode trust with a buyer. They also explore how recurring bonus plans, inflated owner salaries, and "strategic" spend are treated when it's time to negotiate your exit.This episode is a must-listen if you're:Considering a sale or recapitalization in the next 12–36 monthsWanting to improve your EBITDA story before going to marketWondering if that golf membership you expensed is helping or hurting your exit Key topics include:The golden rule: “Add it back only if it's truly gone—for good”Owner salary treatment (especially if you stay on post-sale)Bonuses, personal expenses, legal fees, and other gray zonesBuyer synergies vs. seller add-backs—don't confuse the twoReal-world examples of questionable add-backs (boats, jets, services and all) Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

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The new Geographic Targeting Order requires money services businesses (MSBs) located in 30 ZIP codes across California and Texas to file Currency Transaction Reports with FinCEN at a $200 threshold for cash transactions. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nicolas Bivero, co-founder of Penbrothers, sits down with Chris for an enlightening conversation that bridges the worlds of martial arts and business. Discover how Nicolas' martial arts background has instilled in him a profound sense of perseverance, adaptability, and the relentless pursuit of learning—qualities that have been instrumental in navigating business challenges.Together, Chris and Nicolas delve into their shared experiences of building a remote team-building service in the Philippines. They discuss pivotal decisions that have shaped their company culture and underscore the importance of curiosity and humility as cornerstones of successful entrepreneurship. Whether you're grappling with your own business challenges or seeking motivation from a seasoned fighter in the entrepreneurial arena, tune in to explore innovative remote work strategies, gain cultural perspectives, and learn how to transform setbacks into stepping stones for growth.

In this episode of the Investors Champion Podcast, hosts Chris and Lee provide an overview of the latest news and updates impacting UK investors. They discuss the performance of the ultimate stock's portfolio, focusing on AI-focused tech giants such as Google, ASML, Nvidia, and Apple. The conversation also highlights successful investments in companies like Garmin and the challenges faced by dividend-focused portfolios. Chris and Lee delve into up-and-coming AIM stocks and address concerns with current financial reporting standards. The episode wraps up with a light-hearted piece on “Pensions Lessons from Pixar's Up” and insights into the UK pension fund investment strategies. Timestamps: 00:28 Catch-Up and Market Overview 00:57 Ultimate Stocks Portfolio: AI and Tech Giants 03:35 Garmin's Resilience and Innovation 07:16 Income Boosters: Dividend Payers 10:04 Bonkers Bargains: AIM and Smaller Companies 14:24 Rant on Financial Reporting 20:24 Pensions  26:34 Conclusion  If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis. Links & Resources: Pension lessons from Pixar's Up: https://www.investorschampion.com/channel/money-management/pension-lessons-from-pixars-up Watch Chris's Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/ Visit Investor's Champion website here: https://www.investorschampion.com/ Follow Investor's Champion on X here: https://twitter.com/investchampion Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

How does a profession revitalize itself when salaries haven't budged since 2007? In this episode, Blake and David examine the shocking reality that Big Four audit associates in Chicago earn the same salary range today as they did nearly two decades ago. They also explore why accounting's value proposition has stagnated in a world where financial statements fail to capture what truly matters to modern investors, and you'll hear their take on the IRS's plan to cut 50% of its workforce, Social Security's future, and the economic impact of tariffs—including a surprising clip from Ronald Reagan himself. Plus, learn how over 30 states are now advancing legislation to eliminate the 150-hour rule that has long been blamed for declining CPA candidates.SponsorsOnPay - http://accountingpodcast.promo/onpayBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Chapters(00:49) - BOI Reporting Requirements Halted (02:00) - Impact of BOI Reporting Suspension (05:12) - IRS Layoffs and Their Implications (11:56) - Reagan's Take on Tariffs (15:58) - Trump's Tariffs and Fentanyl Production (19:59) - OnPay Updates (24:50) - Economic Optimism Among CPAs (27:10) - Strategic Crypto Reserve (30:30) - Elon Musk on Social Security (37:49) - Earmark Webinar Highlights on CPA Licensure Changes (40:17) - Audit Associate Salary Stagnation (43:32) - CPA Supervision and Work Experience Challenges (44:48) - Audit Quality and Firm Economics (47:46) - Intangible Assets and Financial Reporting (59:03) - Expense Card Industry Updates (01:04:26) - US Debt and Economic Power  Show Notes The IRS Is Reportedly Planning to Cut Up to 45,000 Workers — Half of Its Workforcehttps://www.entrepreneur.com/business-news/irs-planning-mass-layoffs-cutting-half-of-workforce-report/487974 President Reagan's Radio Address on Free and Fair Trade on April 25, 1987https://www.youtube.com/watch?v=5t5QK03KXPc Trump's Tariffs Set Off Day of Anger, Retaliation and Market Uneasehttps://www.nytimes.com/live/2025/03/04/us/tariffs-us-canada-mexico-china Domestic economic sentiment declines 20 percentage points among CPA execshttps://www.journalofaccountancy.com/news/2025/mar/domestic-economic-sentiment-declines-20-percentage-points-among-cpa-execs.html Trump signs order to establish strategic bitcoin reservehttps://www.reuters.com/technology/trump-signs-order-establish-strategic-bitcoin-reserve-white-house-crypto-czar-2025-03-07/ Fact Sheet: President Donald J. Trump Establishes the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpilehttps://www.whitehouse.gov/fact-sheets/2025/03/fact-sheet-president-donald-j-trump-establishes-the-strategic-bitcoin-reserve-and-u-s-digital-asset-stockpile/ Elon Musk's Social Security Comments Called Out by Former Administratorhttps://www.newsweek.com/elon-musk-social-security-comments-ponzi-scheme-martin-omalley-2042006 85% of Americans Willing to Raise Taxes to Save Social Security, Survey Showshttps://finance.yahoo.com/news/85-americans-willing-raise-taxes-133018876.html Erica Goode's LinkedIn Post on Salary Declineshttps://www.linkedin.com/posts/erica-goode-cpa-00205616_thisindustry-icanteven-activity-7300526290778869762-hqph/ Will Debt Sink the American Empire?https://www.wsj.com/politics/policy/will-debt-sink-the-american-empire-8459096b FASB Requests Feedback Related to Intangible Assetshttps://dart.deloitte.com/USDART/home/news/all-news/2024/dec/fasb-invitation-to-comment-intangible-assets Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast:

Send us a textIs your business set up for success in 2025, or will you look back wishing you'd done things differently?Steve Coughran breaks down the five essential components every company must have in place—from a clear strategy to financial forecasting and KPIs. Without these, you're flying blind. Learn how to set your business up to drive growth, cash flow, and long-term value before it's too late.Don't wait—tune in now to get ahead. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

Explore our Business Central on-demand training courses at https://www.learndynamics.com/    Enhanced customization and pre-built templates make managing finances simpler and more efficient.   In this episode, we explore the new financial reporting capabilities in Business Central, including pre-configured reports and improved integration with Excel templates. These updates simplify generating detailed financial statements like trial balances, balance sheets, and income statements.   Another game-changing feature is the improved integration with Excel templates, enabling users to update and publish financials effortlessly. We also discuss how row and column definitions streamline reporting by offering ready-to-use configurations for trial balances and budget comparisons.   Tune in to this episode and discover how the 2024 Wave Two Release can transform your approach to financial management.

Craig Jeffery discusses recent BOI reporting delays, US Treasury clearing deadlines, and the postponed migration to ISO 20022. The conversation highlights key timelines and their implications for treasury operations. Listen in to learn more. Download the ebook here.

Beliefs about climate change vary, and one big difference of opinion is whether we should try to do anything about it. One way of getting people to do something about climate change is through tax incentives. But what makes one company take advantage of tax breaks for green technology, while another company does nothing? Do the company's beliefs about climate change matter? And how would you know what a company believes, anyway? These are the kinds of questions Giri Kanagaretnam can answer. Giri is a Professor of Accounting at the Schulich School of Business, where he holds the Ron Binns Chair in Financial Reporting, Banking and Governance. Hosted and produced by Cameron Graham, Professor of Accounting at York University. Visit our website at podcastorperish.ca.

In this episode, we discuss:Beneficial Ownership UpdateVirtual Asset Service Providers (VASP) UpdateCayman Islands Monetary Authority (CIMA) UpdateFinancial Reporting Authority (FRA) UpdateSPEAKERS:Patrick Head | Partner | +1 345 814 5377 | patrick.head@maples.com | View BioJennifer Parsons, Professional Support Lawyer | +345 814 5155 | jennifer.parsons@maples.com | View bioTim Dawson, Partner | +1 345 929 5525 | tim.dawson@maples.com | View bioRESOURCES:Click here for Episode 18 Presentation slidesRelated Services:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15

Send me a messageIn this special episode of Climate Confident, I sit down with Stephan Müller from SAP to explore a major development in sustainability and finance – the newly launched SAP Green Ledger. Stephan, a finance expert at SAP, explains how this tool applies the same rigorous accounting principles used in finance to carbon emissions, offering companies a new level of transparency and trust in their sustainability reporting.We discuss why CFOs are increasingly being seen as "Chief Value Officers", balancing financial performance with sustainability outcomes. Stephan makes a strong case that trustworthy carbon data isn't just about compliance with regulations like CSRD or ISSB – it's also a competitive advantage. More accurate, auditable data can help identify carbon hotspots, guide investments, and ultimately reduce emissions more effectively.Key takeaways include:Why sustainability reporting is landing on the CFO's desk and how it's reshaping finance teams.How carbon budgets can be integrated into a company's operations, alongside financial budgets, to target emissions reduction where it matters most.The role of solutions like SAP's Green Ledger in ensuring traceable and auditable carbon data – critical for avoiding accusations of greenwashing.We also touch on the broader implications of accurate carbon accounting, from attracting investment to reducing recruitment costs, as employees increasingly seek out purpose-driven employers.If you're a finance leader, sustainability officer, or just curious about the future of carbon reporting, this episode will give you a clear sense of where it's all headed.For more on SAP's Green Ledger, check out sap.com/greenledger. As always, you can find me on LinkedIn to share your thoughts – is carbon accounting the next big thing for finance?Listen now and stay climate confident.

This episode is sponsored FYIsoft.   In the Microsoft customer ecosystem, companies with complex financial structures often struggle to give their finance professionals the tools they need to create, deploy, and use effective reporting.   Requirements like multiple locations, companies, currencies, or ledgers can quickkly put extra burdens on both finance and IT teams that impact organizational performance and increase risk , says our guest, Jeremy Schaab, VP of software development at FYIsoft.   Schaab tells us about some of the common requirements the FYIsoft team hears from Microsoft users today and what the Microsoft product roadmaps will mean for both customers and ISVs. And he explains how his team has solved key technology challenges in order to offer elegant solutions for customers of different sizes and with different levels of complexity.   And we also discuss FYIsoft's product roadmap, which has important details that align with Dynamics 365 ERP applications, both functionally and technically.   More from FYIsoft:   Download this whitepaper to learn more about the technology behind FYIsoft's solutions, and how your company benefits: https://msdynamicsworld.com/white-paper/fyisofts-technology-advantages-optimize-your-companys-microsoft-investment To request a demo of FYIsoft's reporting software for Microsoft customers, visit the company's website: fyisoft.com.

Sustainability professionals Scott Song of CBRE and Theshan Goble of S&P Global join the FEI Weekly podcast to discuss the evolving ESG controller role, collaborative challenges within the enterprise and the journey toward value-driven sustainability reporting amid regulatory and political shifts. Get the FEI Engage report (https://www.financialexecutives.org/Research/Publications/2024/FEI-Engage-Career-Pathway-ESG-Controller.aspx) on the ESG Controllership role. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guests: Scott Song and Theshan Goble.

You might hear "retailer earnings" and think about investors, but you shouldn't underestimate the power of understanding the important pieces of a retailer earnings report and how each quarter's performance can impact your business. In this episode, Eamon Kelly of Edgewater Research Company joins us to teach us how to decode the critical elements of these reports as a brand or agency and understand what actually drives share prices for retailers.

Is “multitasking” truly efficient? Does it leave you feeling unfocused and anxious? In this episode, we're talking with Namita Tated about how “multitasking” is often just rapidly changing tasks and more time consuming than time saving.   Namita Tated is a Portfolio Associate at Build Asset Management in East Seattle, where she oversees Fund Accounting, Financial Reporting, and Performance Measurement. With a background in Finance and Accounting, Namita has previously worked with KPMG and BNY Mellon, gaining extensive experience in the financial industry.  Kristine Delano guides the conversation on how taking a more mindful approach to completing tasks may enhance productivity and well-being. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Charley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Hear why that makes perfect sense and what Charley's learned in his time working with accountants. This episode was recorded at the Workiva Amplify conference for accounting, finance, risk, and sustainability professionals.

Send us a textLearn how investors can use technology to scale, conduct due diligence, and invest more effectively. From CRM systems to family office technology, this video provides examples of how technology can streamline the investment process for better results.In this video, we explore how investors leverage technology to enhance their operations, streamline due diligence, and improve investment strategies. From accounting information systems to CRM tools, discover the vital role of integrated technology in scaling business processes. We discuss common challenges, such as document management and legacy systems, and highlight the importance of adopting modern solutions to maximize efficiency and profitability. Whether you're a family office or an institutional investor, understanding these technological advancements can transform your investment approach and drive success.#investing , #technology , #duediligence , #Investment , #businessautomation , #familyoffices , #dealanalysis 

Send us a textRunning a business is all about finding the right balance between growing and staying profitable. Steven Pope from My Amazon Guy and Carl Cox from 40 Strategy know that it's not about just throwing money around, it's about making smart decisions that keep your business strong.They talk about the importance of knowing where your money is going, setting simple and effective rules, and keeping things clear so everyone is on the same page. This video gives you easy-to-understand advice to help you increase your profits while still growing your business.If you're serious about building your business, you'll find these tips  extremely useful.→ The Amazon Agency That Gets Results↳ https://myamazonguy.com/amazon-agency/-------------------------------------------------Join My Amazon Guy on LinkedIn: https://www.linkedin.com/company/28605816/Follow us:Twitter: https://twitter.com/myamazonguyInstagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Please subscribe to the podcast at: https://podcast.myamazonguy.comApple Podcast:  https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwTimestamps:00:00 - Introduction00:08 - Importance of Financial Reporting in Business00:36 - Automating Financial Processes with QuickBooks01:00 - Understanding Cash Flow and Profit Margins01:38 - Balancing Profit and Growth: Executive Insights02:28 - Setting KPIs and Standards for Business Success03:02 - Simplifying Financial Management and Avoiding Politics03:30 - Closing Thoughts on Maintaining ProfitabilitySupport the show

Podcast Description: Season 2, Episode 16 of the Virtual GM PodcastIn this episode of the Virtual GM Podcast, Cody and Meagan Adent from Vibrant Management dive into the critical topic of financial management in the hospitality industry. They share Vibrant's proven financial process, including the creation of detailed budget sheets for all companies, the use of QuickBooks Online, and the importance of having everything in place for financial planning and success.The episode emphasizes the significance of timely financial reporting, ensuring end-of-month finances are completed by the 10th of every month. This includes a reconciled budget sheet, Profit & Loss (P&L) statement for the previous month, year-to-date P&L, and the most current balance sheet. Cody and Meagan also offer practical tips on managing cash flow effectively to keep your hospitality business thriving.Whether you're a hotel owner, property manager, or involved in any aspect of the hospitality industry, this episode provides essential insights to help you maintain financial stability and achieve long-term success. Follow us on Instagram - @thevibrantteam@virtualgmpodcastCheckout our website - www.thevibrantteam.com

While finance management can feel intimidating, the great news is that consistent financial reporting isn't rocket science. There's just a little organization to get squared away upfront, which will make you the most empowered, responsible business owner you can be. If you need a clear plan for creating a consistent financial reporting system, this episode is for you.   Listen in as Melissa shares the four key numbers every law firm owner needs to know, the cadence at which you should be reviewing these numbers, and why having a blueprint for your firm's financial reports is critical for long-term success.    Get full show notes and more information here: https://www.velocitywork.com/274

Black artists from around the world debut their work at the fourth annual BUTTER Fine Art Fair. Enrollment in virtual schools has exploded in recent years. To maintain roads and bridges will likely cost local governments nearly two billion dollars a year over the next decade. After a one billion dollar error last year, Indiana Medicaid officials say they've been adjusting their processes for financial reporting and forecasting. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. Today's episode of WFYI News Now was produced by Drew Daudelin and Abriana Herron, with support from News Director Sarah Neal-Estes.

In today's episode, we'll hear from Paul Galloway on automated financial reporting. What tools are used, and how do we ensure accuracy and security? Are there regulations to consider? Listen in to learn more. 

Key Takeaways:GenAI can be used to enhance the efficiency and effectiveness in financial reporting and internal controls over financial reporting. Currently, GenAI can help with tasks such as drafting financial statement disclosures, summarizing key contract terms, categorizing expense transactions, and preparing travel and expense reports.However, GenAI is predictive technology that provides users with a probable response, so it's not going to be 100% accurate and requires human oversight, review, and judgment.Boards should consider the rigor of their GenAI-related governance policies for:- Responsible, ethical use- Expertise and training requirements- Data privacy and security requirements- Deployment, technology testing, and monitoring - Mitigating fraud, legal, regulatory and associated compliance risks Boards should engage in critical conversation with management about their decisions to use GenAI and how they are assessing related risks, including risk introduced by third parties, and the need for new/enhanced controls.Boards should also apply an appropriate risk framework. Asking the auditor how audit procedures are being adjusted to evaluate significant risks associated with use of data and the GenAI models in developing estimates, judgments and other information that has an impact financial reporting and disclosure. This would further include understanding technologies that the auditor may be using to perform their audits.Additional Resources:• CAQ Publication: Auditing in the Age of AI• CAQ Audit in Action: The Age of Generative AI: How the Profession Can Respond

Dan founded Nth Degree CPAs in Seattle in 2008 with the objective of building a successful practice by helping small business owners cultivate good accounting and tax practices to achieve their financial goals.A Northwest native, Dan grew up in Renton and attended Seattle University where he graduated Summa Cum Laude with emphases in both Accounting and E-Commerce Information Systems.Upon graduation, Dan was selected out of a pool of nominees from the nation's top 50 accounting programs for an exclusive fellowship with the Governmental Accounting Standards Board (GASB). As a member of the GASB team, he was responsible for managing all technical inquiries and assisted what has become Statement No. 53, “Accounting and Financial Reporting for Derivative Instruments.” (For those who don't speak CPA, accountants consider setting a national standard to be a big deal).Since then, Dan has worked in finance and accounting roles at Clark Nuber, UPS, WaMu, as well as Deloitte and Touche's Audit and Enterprise Risk Services practices where he was primarily responsible for auditing both the financial statements and IT internal controls around the Treasury cycle at Microsoft.Outside of work, Dan is actively involved the Seattle University community including previously serving as the President of the Alumni Board of Governors. He bikes and runs frequently and has completed three Half-Ironman triathlon races (one to see if he could do it, and two to raise money for the Leukemia and Lymphoma Society). Dan is an avid fan of both the Seahawks and Seattle University Basketball (he'd be an avid fan of the Sonics too if they were still in town…).Dan enjoys spending time with his wife and two daughters.Key Takeaways-The importance of unlearning traditional business and financial methods taught in business schools- Chieving financial certainty involves defining specific, actionable goals and allocating resources effectively-  Five different financial wealth types—hustler, gambler, optimizer, saver, and outsourcer. Understanding which type you belong to can help tailor financial strategies and optimize personal and business finances.- The speaker introduces the concept of "four wealth killers" from their book, which include common misconceptions like believing that more money is the solution to every problem.Join The “Now” Newsletter: https://now.katierichardson.com/newsletterAbout Katie Richardson:Katie, once a girl who just liked to have fun, transformed into a globally recognized designer and entrepreneur. With expertise in woodworking, welding, drawing, and sewing, she crafted her own path. Despite initial doubts and imposter syndrome, Katie defied expectations by establishing Puj, a business that now boasts its products in 2,000 US stores and 26 countries, delighting over 1 million customers worldwide. Her greatest aspiration is to inspire women across the globe. Renowned shows like the Ellen Degeneres Show, Rachael Ray Show, Today Show, and Entrepreneur Magazine have featured her, while influential figures like Martha Stewart, Matt Damon, Camilla Alves, Mario Lopez, Robert Downey Jr., Kourtney Kardashian, Bill & Giuliana Rancic, and Pam Beesley have embraced her products. Today, Katie is a coach, mother of four, wife, author, and powerful speaker.Connect with Katie:Website: https://katierichardson.com/CASE STUDIES: https://now.katierichardson.com/casestudyLinkedIn: https://www.linkedin.com/in/katie-richardson-creatorApple Podcasts: https://podcasts.apple.com/us/podcast/whats-working-now/id1515291698BuzzSprout: https://www.buzzsprout.com/1847280Spotify: https://open.spotify.com/show/2kV8cL7eTZ70UAXMOtcBbrNewsletter: https://now.katierichardson.com/newsletter

Discover the latest from the International Ethics Standards Board for Accountants (IESBA) including its strategic roadmap for 2024-2027. Explore key focus areas shaping the future of ethical conduct in accounting, and dive into its updated five-part code of ethics for sustainability. Tune in for insights on IESBA's vision and its impact on the profession's ethical landscape. Host: Ram Subramanian, Interim Head of Policy and Advocacy, CPA Australia Guest: Gabriela Figueiredo Dias, Chair of the International Ethics Standards Board for Accountants (IESBA). And she is Co-CEO, International Foundation for Ethics and Audit. In her role as IESBA Chair, she ensures that IESBA activities maintain a public interest focus, while developing high-quality ethics and independence standards. Learn more about the International Ethics Standards Board for Accountants at their website. You can also listen to other With Interest episodes on CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

PWC earned national recognition from the Government Finance Officers Association (GFOA) for financial reporting. The two awards were the Distinguished Budget Presentation Award (highest form of recognition for governmental budgeting) and the Certificate of Achievement for Excellence in Financial Reporting. Sabrina King (Financial Reporting Manager) and Anna Gray (Budget Manager) joined us in "The Bucket" to discuss theirs areas, these accolades, and the importance of being good stewards with ratepayers' money.

In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.Our guests are Stephen Alicanti and Kristy Balsanek from DLA Piper, and Charlie Soranno and Andrea Vardaro Thomas from Protiviti.Stephen and Kristy both are partners with DLA Piper, a global law firm with more than 90 offices in more than 40 countries that provides legal solutions to businesses worldwide. Andrea and Charlie are managing directors and leaders in Protiviti's Business Performance Improvement solution.Find more information about Stephen, including his contact information, here: www.dlapiper.com/en-us/people/a/alicanti-stephen-p.Find more information about Kristy, including her contact information, here: www.dlapiper.com/en-us/people/b/balsanek-kristy.Find more information about Charlie, including his contact information, here: www.protiviti.com/us-en/charles-g-soranno.Find more information about Andrea, including her contact information, here: https://www.protiviti.com/us-en/andrea-vardaro-thomas.Read Protiviti's paper, Guide to Public Company Transformation, Frequently Asked Questions (Fourth Edition), here: www.protiviti.com/us-en/whitepaper/guide-public-company-transformation-frequently-asked-questions-fourth-edition.For more information from Protiviti on IPO readiness, visit www.protiviti.com/us-en/ipo-readiness.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Josh Aharonoff, CEO of Mighty Digits and Your CFO Guy, and the Founder of Modelwiz. With a diverse background that includes a start at the Big Four accounting firm KPMG, experience as a startup founder, and strategic finance roles, Josh has carved out a niche as a fractional CFO. Josh emphasizes the importance of having a robust financial model, detailing the four stages of building one. He also highlights the critical differences between traditional accounting roles and the value-add of a fractional CFO, especially for seed and Series A companies. Randy and Josh discuss actionable takeaways that underscore the essence of financial rigor and strategic planning for burgeoning SaaS companies.Quotes“I think the key to having a month-end close completed in a short timeframe is first, real-time classification, categorization, reconciliations, not waiting until the next month when all the data is available to be able to do all of that.” -Josh Aharonoff [14:13]“The financial model should serve as a centralized hub for all the information related to what's happening in the business historically, as well as what you think is going to happen in the future.” -Josh Aharonoff [19:27]Expert Takeaways The Importance of a Robust Financial Model: The four stages of creating a vital financial model, including revenue build, P&L layering, balance sheet integration, and the final stage connecting the chart of accounts to accounting software.Differentiating a Fractional CFO: Unlike traditional accountants, a fractional CFO offers nuanced, strategic financial guidance tailored to the specific growth needs of startups.Financial Operations and Month-End Close: Critical best practices for financial operations, emphasizing real-time classification, standard operating procedures, and efficient month-end close activities.Leveraging Excel for Financial Planning: Modelwiz, an Excel plugin that automates complex financial modeling processes, highlighting the ongoing relevance and power of Excel in financial operations.Engaging Content for Finance Professionals: With Your CFO Guy, Josh has built a significant following by providing daily newsletters on various finance topics, showcasing the value of consistency and engaging content.Timestamps(00:40) From Big Four Accounting to Startup Founder(04:14) Lessons Learned from Entrepreneurial Failures and Consulting Success(13:30) Automating Financial Forecasting with Model Wiz and Excel Integration(23:19) Four Stages of Building a Financial Model(32:44) The Importance of Budget Versus Actuals in Financial Reporting(44:25) The Importance of Gross Margin in SaaS Companies(45:40) Negotiation Strategies and Influencer Insights in SaaS TechLinksMaxioUpcoming EventsMaxio Institute Report

From outside the New York Stock Exchange, Steve talks to Nick Mazing of AlphaSense about that special something that keeps capital markets going: transparent financial reporting. They get into IPOs, the evolution of financial reporting, and AI. Check out the full episode.

Amy Kalnoki is the Co-Founder and COO of Bitwave, the #1 digital asset finance platform for enterprises. Bitwave automates accounting workflows, enables regulatory compliance, reduces tax burden complexity, streamlines payments, and unifies data with a modern, connected platform.  Amy is a serial entrepreneur and technology industry veteran with expertise in enterprise software sales, accounting, and cryptocurrencies. Prior to Bitwave, Amy co-founded Synata, an enterprise search engine that was acquired by Cisco in 2016.  Amy is passionate about the potential for blockchain technology to change the world, and she is committed to simplifying the complexities of digital assets for organizations. Amy is also a co-host of the podcast The DeFi Daily.  Featured In: Decrypt  Her Forward Speaker at Messari Mainnet 2023 Speaker at NFT NYC 2023 Speaker at NFT Paris Pat White is the Co-Founder and CEO of Bitwave, the #1 digital asset finance platform for enterprises.  Bitwave automates accounting workflows, enables regulatory compliance, reduces tax burden complexity, streamlines payments, and unifies data with a modern, connected platform. Pat is a recognized software engineering leader with over ten years of experience building enterprise software at Intuit, Microsoft, Five9, and Fortify Software (now HP Security). Pat launched an enterprise software consulting firm (Ally Software) in 2009, which he ran for three years before creating Synata, an enterprise search engine that Cisco acquired in 2016. Pat has contributed to Bitcoin and Ethereum codes and is deeply involved in several leading on-chain projects. He is a co-host of The DeFi Daily podcast and a University of Southern California graduate. Featured In: Blockworks Cointelegraph Speaker at Consensus 2023 Accounting Today The Block --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

In the next installment in a series to further explore and differentiate the regulatory bodies and rating agencies overseeing the insurance industry, this podcast presents a conversation with Fred Anderson, Chief Life Actuary for the Minnesota Department of Commerce. Fred describes his role as the Chief Life Actuary for the state as well as the interaction between state insurance departments and the NAIC, current priorities at the NAIC, and a view on future regulatory changes and how they will affect financial reporting actuaries.

Pushpendra Mehta meets with Ben Poole, Writer at CTMfile, to review the latest treasury news and developments. Topics of discussion include the following: Santander and Iberpay launch first OCT Inst payments Cash prevails while sustainability-linked finance continues to fall in treasury agenda Reshaping of global supply chains is gathering pace Canadian companies experimenting with AI in financial reporting  

Haresh Sapra is the Charles T. Horngren Professor of Accounting at the Chicago Booth School of Business. Originally from a sugar factory on the island of Mauritius, Professor Sapra dreamed big with his family's encouragement and found his strength in accounting.   Professor Sapra was an auditor before he pursued a PhD and finally landed a position as an academic at the University of Chicago. He credits his journey to his willingness to experiment and change. Tune in to learn more about his life journey!

Purchase the Climate Finance Course at www.climatefinancecourse.com Shivaram Rajgopal is the Kester and Byrnes Professor of Accounting and Auditing at Columbia Business School. He has previously held professorship positions at Duke University, Emory University, and the University of Washington. Dr. Rajgopal´s research is focused on ESG, Governance, Financial Reporting, Valuation, Fraud, Executive Compensation, Short-Termism, Corporate Culture, Technology, and Sovereign Debt/Fiscal Responsibility. He has 200 academic publications and 100+ op-eds on Forbes. Prior to his academic career, he started his professional career at Proctor & Gamble and CitiBank. Dr. Rajgopal received his Ph.D. in Accounting and Finance from the University of Iowa and a Bachelor of Commerce from the University of Mumbai. He is also a Chartered Accountant from the Indian Institute of Chartered Accountants. Topics discussed: Dr. Rajgopal´s intellectual evolution from being a Chartered Accountant in India to writing a Doctoral Dissertation on the Commodity Price Risk Exposure of Oil and Gas Producers. Early Research Interest: the IPO Boom in the 1990s (Source) and the Enron Scandal (Source). Evolution of Reporting: Did Investor Interest In Financial Reporting Peak With Enron? (Source). ESG Is A Response To A Broken Reporting Model (Source) Limited Role of the SEC regarding Climate Regulations: The SEC's Attempt To Write Generally Accepted Climate Principles ( Part 1 & Part 2) What If Both Sides Of The ESG Debate Are Right About US Majors' Oil And Gas Investments, But For The Wrong Reasons? (Source). Perspectives on ESG Strategies: Screening: Does ESG Negative Screening Work? (Source). Shareholder Engagements: Big Three (Dis)Engagements (Source). ESG Asset Class Perspectives: Private Equity: Does Private Equity Have An ESG Problem? ( Part 1 & Part 2). Green Bonds: Rethinking the Value and Emission Implications of Green Bonds (Source). REITs - Real Estate Investment Trusts: Hotels In Name Only: The Strange Case Of Lodging REITs (Source). The Need For Climate Risk Disclosures: A Case Study Of Physical Risk Of Two REITS, EQR and ARE (Source). (Re)Insurance: A Comparative Analysis Of Incorporating Climate Risk In Underwriting Insurance For AXA Vs. Chubb, Liberty Mutual, And Travelers (Source) and also within their Investment Portfolios (Source). ESG Default Insurance (Source). Advice to Future Generations: What Skills Should Finance Students Seek To Acquire In School? (Source) Note: This podcast is for informational purposes only and should not be considered as investment advice. The interview took place on 11th October 2023.

In episode 151, I sat down with the dynamic Mike Arce, founder of Loud Rumor and a trailblazer transforming how gym owners manage and grow their businesses. Today, he's here to share his innovative approach to revamping profit and loss statements, diving deep into numbers like customer acquisition costs and lifetime value to bring real financial literacy to the fitness industry. Mike made the leap from ad agency to business consultancy, broadening his team's skill set with wealth managers, data analysts, and franchise savvy experts, to empower gym owners beyond the traditional marketing model. As global events threw the world into chaos, Mike's pivot not only helped gyms navigate the storm but thrive amidst it, emphasizing the importance of resilience and adaptability. He also hits on the importance of community through his exclusive events for seven-figure businesses. And you won't want to miss our debate on the emergence of AI in marketing – will agencies survive? Mike's insights and predictions could redefine your outlook on how to harness these tools for success. From shared business templates to secrets of successful business ownership, Mike Arce's dedication to his mission shines through as he offers a wealth of knowledge to help those in the fitness industry make a profound impact. Now, brace yourselves for a deep dive into marketing, resilience, growth, and the future of the agency model, on this episode of Operation Agency Freedom.   Discussion Points: 00:00 Intro. 03:11 Transition from ad agency to fitness niche. 10:43 Maximize customer lifetime value, minimize acquisition costs. 14:04 Entrepreneurship isn't easy, but worth it. 18:41 Commit, work hard, expect significant growth. 28:01 Increasing demand for marketing creates opportunity for agencies. 32:28 Key qualities for success: discipline and financial skills. 35:25 Surrounding oneself with positive influences is crucial. 40:06 Retention tool to increase customer worth. 43:23 Outro   Resources: • Connect with DUDE on the following social channels • Facebook / dudeagency • Instagram / dudeagency.io  • Visit our YouTube channel / @dudeagency2093 • Check out our website and see how we can help you run a profitable agency https://bit.ly/3RPh4Zn 

CTL Script/ Top Stories of March 19th           Publish Date: March 18th    From the Ingles Studio Welcome to the Award-Winning Cherokee Tribune Ledger Podcast    Today is Tuesday, March 19th, and Happy 68th Birthday to actor Bruce Willis. ***03.19.24 – BIRTHDAY – BRUCE WILLIS*** I'm Keith Ippolito and here are the stories Cherokee is talking about, presented by Credit Union of Georgia.  Four Sentenced in Cherokee County Armed Robbery Twenty Firefighters Recognized with EMS Lifesaver Award Gianfala to Take Lead as Ball Ground's Police Chief   Plus, Bruce Jenkins sits down with Leah McGrath to discuss snacks for teens.   We'll have all this and more coming up on the Cherokee Tribune-Ledger Podcast, and if you're looking for Community news, we encourage you to listen and subscribe!    Commercial: CU of GA STORY 1: Four Sentenced in Cherokee County Armed Robbery Four co-defendants involved in a 2022-armed robbery in a Cherokee County subdivision have pled guilty and received prison sentences. Omar Sheriff-Tyhear Faines, Kristopher Devon Maxey, and Nasir De'shawn Stover each received 20-year sentences, with 10 years to serve in prison. Courtney Anthony Watson, the fourth co-defendant, received a 30-year sentence, with 20 years in confinement and the remainder on probation. The armed robbery occurred in November 2022, involving stolen items and a Taurus G2C 9mm handgun. Some defendants had ties to the Bloods gang, with Watson recruiting Faines while incarcerated. All four are banned from Cherokee County and ordered to have no contact with each other or the victims. STORY 2: Twenty Firefighters Recognized with EMS Lifesaver Award Cherokee County Fire and Emergency Services honored 20 firefighters with the EMS Lifesaver Award for their heroic efforts in saving the lives of patients in cardiac arrest during four separate incidents. The first award recognized Nathan Roper, Terrell Long, Eddie Barajas, and Paul Riberio for their quick response and life-saving measures. The second award went to Randy Fifield, Adam Elrod, Jacob Christian, Chase Scoggins, Michael Turberville, Heath Weekly, and Gerald Wright, who successfully revived a patient before transport. The third award recipients, Nathan Roper, Terrell Long, Chris Buckner, and Evan Halik, revived a patient en route to the hospital. The final award was presented to Neal Caywood, Jacob Franklin, Joseph Gates, Samuel Lackender, and London McQuillen, who revived a patient experiencing cardiac arrest at a medical office. Cherokee County Fire and Emergency Services commended their exemplary service and dedication to saving lives. STORY 3: Gianfala to Take Lead as Ball Ground's Police Chief Cherokee County's retiring chief marshal, Jamie Gianfala, is transitioning to become the chief of police at the Ball Ground Police Department starting March 18. He succeeds Chief Bryon Reeves, who retired last month after 19 years of service. Mayor Rick Roberts expressed excitement about Gianfala joining the team and highlighted efforts to seek State Certification for the department. With 30 years in law enforcement, Gianfala expressed gratitude for the opportunity and eagerness to work with the city council to advance the department's goals, especially amidst Ball Ground's development and tourism growth. Gianfala's extensive experience includes various roles within the Cherokee County Sheriff's Office, culminating in his tenure as chief marshal since 2020. The Ball Ground Police Department currently comprises six sworn officers, with one open officer position. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info.    Back in a moment  Break: CURIOSITY LAB BIKE RACE – INGLES 8   STORY 4: Holly Springs Receives Financial Reporting Award The city of Holly Springs received the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association for its 2022 Annual Comprehensive Financial Report (ACFR). This award, the highest recognition in governmental accounting and financial reporting, signifies the city's adherence to high standards and transparency in financial management. City Manager Robert Logan commended Finance Director Denise Lamazares and her team for their expertise and dedication to maintaining these standards. This marks the city's tenth consecutive year receiving the award, showcasing its consistent commitment to financial transparency and accountability. The ACFR can be viewed on the city's website. STORY 5: Fulton Judge: Willis May Stay in Trump Prosecution if Wade Leaves Fulton County Superior Court Judge Scott McAfee ruled that Fulton District Attorney Fani Willis can continue prosecuting the election interference case against former President Donald Trump. However, McAfee mandated that special prosecutor Nathan Wade, hired by Willis for the case, must step down due to his romantic relationship with her, creating an appearance of impropriety. McAfee emphasized the importance of ensuring confidence in the legal process and addressing any distractions. The decision followed allegations by Trump's lawyers that the relationship compromised the case's integrity. McAfee dismissed six of the 41 counts against Trump and his co-defendants two days prior, deeming them legally defective, including a charge related to pressuring Georgia's Secretary of State regarding election results. Commercial: DRAKE – ATL HEALTH FAIR   STORY 6: INGLES – LEAH And now here is Bruce Jenkin's conversation with Leah McGrath from Ingles Markets on snacking for teens. We'll have closing comments after this.    COMMERCIAL: HENRY CO SHERIFFS   SIGN OFF – Thanks again for listening to today's Cherokee Tribune Ledger podcast. . If you enjoy these shows, we encourage you to check out our other offerings, like the Marietta Daily Journal Podcast, the Gwinnett Daily Post, the Community Podcast for Rockdale Newton and Morgan Counties, or the Paulding County News Podcast. Get more on these stories and other great content at tribune ledger news.com. Giving you important information about our community and telling great stories are what we do.     Did you know over 50% of Americans listen to podcasts weekly? Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts.   Produced by the BG Podcast Network   Show Sponsors: ingles-markets.com drakerealty.com cuofga.org henrycountysheriffga.gov acc.org/ATLHealthFair   #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.

In today's episode of Operation Agency Freedom, we have a VERY special guest, Oyuki Gallegos, who is an expert in agency finances and happens to be my wife. With nearly 20 years of experience in bookkeeping and accounting, Oyuki shares invaluable insights on agency finances, best practices, and common mistakes made by agency owners. The episode covers the concept of profitability per client, emphasizing the importance of tracking the cost of goods sold and ensuring a healthy margin on each client. Oyuki breaks down the essential financial reports that agencies should be doing on a regular basis, such as capacity and cash flow. She emphasizes the significance of maintaining a sound financial practice, even if it's uncomfortable, and stresses the need for agency owners to stay on top of their numbers and cash flow. Join us as Oyuki shares her wisdom and practical tips to help understand and improve YOUR agency finances, ultimately leading to a more profitable and sustainable business. So, if you're ready to gain practical advice on managing your agency's finances, you don't want to miss this episode! Discussion Points: 00:00 Intro.  06:19 Track profitability per client for business success. 10:10 Keep cost of goods to 30-35%. 13:03 Understanding business finances = profitability and sustainability. 16:32 Improving efficiency, raising prices, making tough decisions. 20:02 80% productivity value. 27:56 Outro. Resources: • Connect with DUDE on the following social channels • Facebook / dudeagency • Instagram / dudeagency.io  • Visit our YouTube channel / @dudeagency2093 • Check out our website and see how we can help you run a profitable agency https://bit.ly/3RPh4Zn 

In the first of a series to further explore and differentiate the regulatory bodies and rating agencies overseeing the insurance industry, this podcast presents a conversation with Matthew Mosher, MAAA, FCAS, CERA, President and CEO of AM Best Rating Services. Matt presents an overview of the goals of and approaches taken to evaluate insurance companies with a focus on the important considerations for financial reporting actuaries and how they assist the relationship between AM Best and the companies under review.

GDP Script/ Top Stories for Dec 19th   Publish Date:  Dec 18th   HENSSLER 15 From the Henssler Financial Studio Welcome to the Gwinnett Daily Post Podcast. Today is Tuesday, December 19th and Happy heavenly Birthday to Mr. Tiger Al Kaline. ***12.19.23 – BIRTHDAY – AL KALINE*** I'm Bruce Jenkins and here are your top stories presented by Kia Mall of Georgia. New Chief of Staff Appointed at Gwinnett County Public Schools Pipedream and Curiosity Lab Collaborate to Develop the World's First Subterranean Logistics Network in Peachtree Corners And Winter Jam - The Largest Christian Music Tour, Set to Arrive in Gwinnett this February All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: MOG STORY 1: Gwinnett County Public Schools Names New Chief of Staff Jorge Gomez, known for his role in policy updates and public records requests in Gwinnett County Public Schools (GCPS), is set to become the new Chief of Staff for GCPS. The school board approved the appointment, proposed by Superintendent Calvin Watts, during their monthly business meeting. Currently serving as the Executive Director of Administration and Policy, Gomez has been instrumental in presenting policy proposals and legislative priorities to the board and handling public records requests. The effective date of the transition has not been determined. Additionally, Nicholas Moore was appointed as the Executive Director of Financial Reporting and Treasury Services and Budgets, set to begin on Jan. 16, 2024. STORY 2: Pipedream, Curiosity Lab creating world's first underground logistics network in Peachtree Corners Peachtree Corners' Curiosity Lab is partnering with Pipedream to develop the world's first underground logistics network, utilizing a robot delivery system. The nearly one-mile-long network will connect Curiosity Lab with a nearby shopping center, allowing individuals to order food during weekday lunch hours from restaurants and have it delivered via underground robots. The system aims to reduce traffic congestion and emissions by cutting down on the number of cars traveling to and from local stores. Pipedream CEO Garrett McCurrach stated that the underground delivery system is not only feasible but easy to retrofit, providing a glimpse into the future of logistics technology. STORY 3: Winter Jam — Christian music's biggest tour — coming to Gwinnett in Feb. Winter Jam, Christian music's largest tour, founded almost 30 years ago by Newsong, will visit 39 cities and arenas in 2024 including Gas South Arena in Duluth on Saturday, Feb. 10. Presented by World Vision and produced by Premier Productions, the tour will feature artists like Crowder, Lecrae, CAIN, Katy Nichole, Seventh Day Slumber, and Joseph O'Brien. The tour begins on January 12 in Mobile, Alabama, and concludes on March 24 in Highland Heights, Kentucky. Crowder expressed excitement about being part of Winter Jam, calling it a special event, while Lecrae highlighted the opportunity to share hope, love, and joy through music. Admission is a $15 donation at the door. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We'll be right back Break 2: Peggy Slappy – TOM WAGES – INGLES 8 STORY 4: Gwinnett Will Create Park Place Redevelopment Plan For Area Near Stone Mountain Gwinnett County leaders have approved the creation of a Park Place Master Plan to guide redevelopment along the Gwinnett-DeKalb county line near Stone Mountain. The designated area includes the former Olympic tennis center site, the Amazon Fulfillment Center, and Netherworld Haunted House. The decision follows approval of a proposal from Fuqua Development to redevelop the former tennis site with a Costco, restaurants, and apartments. The master plan aims to revitalize the area, preserving its multicultural identity while encouraging diverse housing options and multimodal transportation improvements. Proceeds from the former tennis center's redevelopment will fund the Park Place master plan. STORY 5: Two plead guilty, one sentenced in separate fentanyl cases Two co-defendants, James Hill and Jasmine Jackson, pleaded guilty to drug trafficking charges related to the distribution of large amounts of fentanyl in Athens and Milledgeville. Hill faces a mandatory minimum of 10 years up to life in prison, while Jackson faces a maximum of 20 years. The charges resulted from investigations revealing Hill's distribution of fentanyl and heroin in Athens. In a separate case, Brandon Ector, also known as "Big," was sentenced to 150 months in prison for possession with intent to distribute methamphetamine in Milledgeville. The investigations prevented nearly four kilograms of fentanyl from circulating in the communities. Sentencing is scheduled for March 21. We'll be back in a moment Break 3:  GCPS – ESOG – DTL STORY 6: State Bar presents dispute resolution award to Terrence Croft Terrence Lee Croft was awarded the 2023 Chief Justice Harold G. Clarke Award by the Supreme Court of Georgia Commission on Dispute Resolution and the Dispute Resolution Section of the State Bar of Georgia. Croft, an arbitrator, mediator, and special master at JAMS, received the award for his exceptional contributions to alternative dispute resolution in Georgia. He has successfully resolved over 3,500 disputes in various areas. The award honors Chief Justice Harold G. Clarke's efforts in creating alternative dispute resolution processes during his tenure from 1990-1994. Croft was praised for being a trailblazer in ADR for nearly four decades. STORY 7: Lawrenceville adopts 2045 Comprehensive Plan update and Transportation Master Plan The Lawrenceville City Council adopted the city's 2045 Comprehensive Plan Update and Transportation Master Plan at a public hearing on Dec. 13. This plan is a revision of the 2040 Comprehensive Plan adopted in 2018, outlining the city's long-term, sustainable growth pattern framework. Developed through public engagement and steering committee involvement, the plan addresses demographics, land use, transportation, economic development, housing, broadband access, and quality of life. The comprehensive plan, subject to review by the Atlanta Regional Commission and the Georgia Department of Community Affairs, aims to guide Lawrenceville's strategic growth and development through 2045. Implementation will focus on enhancing quality of life and supporting local businesses. We'll have final thoughts after this. Break 4: JACKSON EMC – Henssler 60 Signoff – Thanks again for hanging out with us on today's Gwinnett Daily Post podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, the Community Podcast for Rockdale Newton and Morgan Counties, or the Paulding County News Podcast. Read more about all our stories, and get other great content at Gwinnettdailypost.com. Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network   Show Sponsors: henssler.com ingles-markets.com wagesfuneralhome.com psponline.com esogrepair.com mallofgeorgiachryslerdodgejeep.com downtownlawrencevillega.com   #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.

From the Henssler Financial Studio this is your news minute on the Gwinnett Daily Post Podcast presented by Engineered Solutions of Georgia. Today is Monday, December 18th, and I'm Keith Ippolito. Gwinnett County Public Schools' legislation, policy czar named district's chief of staff Gwinnett County Public Schools' Jorge Gomez, known for policy and legislative updates, has been appointed as the new Chief of Staff by the school board. The effective date is yet to be determined. Gomez's previous responsibilities included presenting district policy revisions and legislative priorities to the board, handling public records, and acting as a liaison between district staff and the Board of Education lawyer. In other news, Nicholas Moore has been approved to serve as the Executive Director of Financial Reporting and Treasury Services and Budgets in the Division of Finance. Moore will assume his new position on January 16. For more news about our community, visit gwinnettdailypost.com. For the Gwinnett Daily Post Podcast, I'm Keith Ippolito. Produced by The BG Podcast Network www.esogrepair.com www.henssler.com   www.gcpsk12.org #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations #podcast #podcasts #podcaster #podcastlife #podcastshow #podcasting #podcasters #podcastersofinstagram #itunes #applepodcasts #spotifypodcast #soundcloud #youtube #radio #radioshow #comedy #music #hiphop #art #entrepreneur #covid #motivation #interview #repost #loveSee omnystudio.com/listener for privacy information.

“A thought leader is defined as an individual or firm recognized as an authority in their specialized field whose expertise are sought after and often rewarded. ”— Melissa HoustonIn an ever-growing industry, what sets you apart from the crowd of thousands proclaiming they're the best and the greatest at what they do?The answer to this question gets harder every day. There will always be startups popping out of nowhere, small businesses that go viral, and established conglomerates that control half the industry. You might think the safest bet is to just do well and see how it goes.But here's something tried and true for you. This is a solution that's been honed over time and proven effective: let yourself be the face of your business. Give the public someone to listen to, someone to root for, someone to lean on. Don't just be the boss of your business; let yourself become a thought leader.In this episode, we will be discussing everything there is to know about thought leadership. From what it takes to get started to establishing yourself as one, whether through traditional media appearances or creating content for Tiktok, we will explore the steps you can undertake to become a respected thought leader in your industry. Listen to learn:Why there is a difference between influencers and thought leaders How to make informative and compelling content as a thought leaderHow an online presence cultivates your reputationWhy it is important to go on public speaking eventsHow networking is essential in building your brandWhy appearances on traditional media is essential Highlights:‌2:59 The definition of a thought leader8:33 Benefits of being a thought leader to your business9:19 Good and strategic content creation10:21 Means of increasing your online visibility11:50 Attending talks and publishing your own articles12:57 Importance of networking on events14:20 Writing a book and its impact on your brand reputation14:58 Hiring PR coverage and what it can do for you15:30 Appearances on varied media

In our thirteenth episode, Mark Lee talks to Mardi McBrien, Chief of Strategic Affairs & Capacity Building, IFRS Foundation, and Rob LaCount, North America Climate Change Advisory Lead, ERM, about aligning sustainability-related disclosure standards and integrating financial and sustainability accounting within companies.Their conversation covers:•            Evolving sustainability-related disclosure regulations•            Upskilling finance and sustainability professionals to implement International Sustainability Standards Board (ISSB) Standards•            How to harness sustainability reporting to improve business performanceRelated links: ISSB's first act (sustainability.com)IFRS - ISSB: Frequently Asked Questions

In this episode, Aaron dives into the vital role of physical inventory counts and how they directly influence a company's financial well-being. Drawing from his firsthand experience leading a recent inventory count at his own company, Aaron walks us through the intricate process and imparts valuable lessons gleaned from the journey. From the significance of accurate inventory management to the practical steps for a successful inventory count, Aaron provides insights that are crucial for businesses striving for financial accuracy and success. Join Aaron as he shares his expertise and practical advice on managing company inventory in this insightful episode.

"As you're starting your business, you're going to come across so many interesting and sometimes real challenges, really exciting problems to solve, areas of compliance and requirements that probably seem daunting, and I would say really seek out resources, seek out mentors.” — Dina SegalContracts will always be an essential part of a business. Whether it's a business deal with your supplier or establishing a new agreement with your client, this piece of paper plays a vital role in protecting not only your business's best interests but also the rights of the other party.Writing down agreements and signing them may seem simple, but contracts are significantly more complex. They leave no stone unturned, explore every point thoroughly, and allow for no exceptions—except when both parties agreed to do so.This episode will explore the ins and outs of the beginning of every business journey: the contracts. Beyond the lengthy paragraphs and complicated words, we will learn the factors to consider in contract negotiations, stress the importance of thoroughly reading the written word before signing, and discuss ways to ensure that your contract attracts only the best and the most suitable partners for your business.Listen to learn:‌How to classify workersHow organizations can help with your resources and mentoring needsHow to negotiate your contract wellWhy it's important to know your business core for contract negotiationsWhy flexibility is essential in your contractHow to avoid ambiguity in contractsWhy attorney's fees can't be overlooked in business negotiationsHighlights:‌4:28      Services Third-Party companies can do for you7:56      Contracting people from all around the world10:21   Organizations that help in mentoring start-up businesses12:28   Importance of contracting14:50   Payment terms in contracts16:49   A Business' Liability Issues19:01   Proper Process of Contract Termination22:06   Importance of reading Terms and Conditions22:58   Creating a form for your business23:49   Attorney's fees in Contract Provisions24:03   Seeking Guidance and MentorsLinks:‌ ‌Dina SegalGusto WebsiteCash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessMain websiteCash Clarity CourseApply to Work With MeMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

“With the right mindset and dedication, successful debt management is within your reach.”—Melissa HoustonMany aspire to start their own business, but a common obstacle preventing them from doing so is financial constraints. People who do not have enough funding often resort to taking out loans to build their first business. But what's the deal with businesses that end up sinking rather than soaring?The culprit is often debt. Some businesses fall into the trap of having massive loans without a solid plan. Business owners tend to choose the short-term solution of gearing up, taking debts, instead of focusing on the long-term ones. Let's be real, when those loans start piling up, it's not just your business that is affected, but your personal life too. Whether you're in it for business or dealing with personal finances, taking on debt is a big responsibility. You have to ensure that you can deal with it and properly resolve it in order to avoid the chances of it overtaking your business or life.Listen to learn:‌Why most businesses resort to taking up debtsWhy  entrepreneurs should focus on  long-term solutions for their businessHow can business owners manage their debts in businessHow the pressure of debt can affect one's mental healthHow business owners or even individuals can avoid taking too much financial debtHighlights:‌03:39  Having personal debt to run the business 04:39  What too much debt can do to your business06:22  Impact of debt on our mental health08:17  Knowing your business numbers11:18  Tip 1: Analyze Debt and Financial Situation11:59  Debt Repayment Calculator Mini Course12:28  Tip 2: Prioritize Your Debts13:02  Tip 3: Negotiate with Creditors13:49  Tip 4: Consider Debt Consolidation15:20  Tip 5: Seek Professional AdviceLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessUnlock Your Profit Potential With This Smart Pricing StrategyCash Clarity CourseApply to Work With MeMain websiteMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

Continuing our October all-star series, Tom Barbieri, PwC US Chief Accountant, shares insights on the financial reporting ecosystem and how to stay engaged amid ongoing developments in the landscape.Tom is joined by Kevin Vaughn, PwC National Office partner, and Ying Compton, PwC managing director, to unpack the financial reporting ecosystem, including the key players, how they work together, and the critical role they play in the capital markets.In this episode, you'll hear:4:58 - An overview of the key players in the financial reporting ecosystem and their significance to the investor-driven reporting mission11:28 - How standard setting, application, and enforcement drive the US reporting environment13:22 - The roles and composition of both the SEC and the FASB 17:44 - Interaction between the SEC and FASB and the opportunities for preparers to collaborate with each21:34 - Why preparers should pay attention to PCAOB developments23:35 - A comparison of the rule-making processes across standard-setters and regulators, including the balance between high-quality reporting and its associated costs30:14 - Final advice for preparers on engaging with other players in the ecosystem to enhance reporting quality and efficiencyTom Barbieri is PwC's US Chief Accountant. He has over 30 years of experience advising large financial services and multinational corporations on complex accounting issues. Tom leads the Accounting & SEC Services Group within the National Office, which is focused on supporting our clients and engagement teams in navigating complex technical accounting and financial reporting matters. He is also a member of the Financial Accounting Standards Advisory Council.Kevin Vaughn is a partner in PwC's National Office. Prior to joining PwC, Kevin was senior associate chief accountant in the Office of the Chief Accountant (OCA) at the SEC where he spent almost 20 years focusing on complex financial reporting and technical accounting issues.Ying Compton is a PwC managing director in the office of the vice chair. Prior to joining PwC,  Ying was a senior accounting and economic advisor in the Office of the Chief Accountant (OCA) at the SEC. She also holds a PhD in accounting from Massachusetts Institute of Technology (MIT). Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

 In this riveting episode of the Mark Moss Show, dive deep into the game-changing decision of FASB on Bitcoin's fair value accounting and what it means for the future of corporate finance. We'll also delve into the surging energy of Bitcoin mining in places you'd least expect. Plus, as oil production hits a peak and the US deficit surges, what does it mean for the nation's economy? Stay tuned for a shocking insight into the migrant situation in NYC and how it might reshape the city's future.See omnystudio.com/listener for privacy information.