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What happens when software adapts to humans, rather than humans adapting to software?In this episode of Riding Unicorns, James and Hector sit down with Jonathan Sanders, Founder & CEO of Light, the AI-native finance platform redefining how businesses manage money.Jonathan's journey spans investment banking, consulting, Pleo, founding Juni, and now building Light. Along the way, he has developed a unique perspective on technology, AI, and what the next generation of business software will look like.The conversation explores Jonathan's concept of "organic software" where AI agents learn, adapt, and operate alongside teams, reducing complexity and transforming finance from a reporting function into a strategic intelligence layer.Jonathan shares real-world examples of AI agents managing company spend, monitoring compliance, automating finance workflows, and generating insights that would have been impossible just a few years ago.The discussion also covers founder psychology, building through uncertainty, AI-first organisations, and how leadership teams must evolve in a world where software development, product design, and operations are increasingly powered by AI.Topics Covered:• Jonathan's journey from finance and consulting into startups• Why founding a company is one of the hardest ways to create change• The concept of "organic software" and AI-native business tools• How AI agents learn from company behaviour and improve over time• Building finance software that tells stories instead of generating reports• Real-world examples of autonomous finance workflows• Why AI is changing the role of CFOs and finance teams• How Light uses AI internally across product, engineering, and operations• The rise of AI-first organisations and new ways of working• Founder resilience, stress, and the realities of building companies• Why software development is changing faster than most people realise• The future of business operations in an AI-native worldThis is a conversation about the next generation of software, the future of work, and what happens when AI becomes a true operating system for businesses.
$7 trillion goes digital. Amy Oldenburg, Morgan Stanley's Head of Digital Asset Strategy, breaks down how one of the world's largest wealth platforms is going all-in on crypto, from a Bitcoin ETF that crossed $200 million in just three weeks to spot crypto trading coming to their full advisory platform later this year. On the mainstage at CoinDesk's Consensus, she makes the case that the TradFi vs. DeFi battle is over, and it's all just finance now. - Timecodes: 00:00 - Amy Oldenburg at Consensus Miami 2026 00:47 - Morgan Stanley's Digital Asset Strategy 01:52 - The Bitcoin ETP Hits $200M in Three Weeks 05:21 - Morgan Stanley's Early Lead in Crypto Access 08:38 - Advisor Education When Clients Know More Than the Advisors 10:38 - What Comes Next: Tokenization and Redemptions 12:35 - The DeFi vs TradFi Battle 13:43 - A Decade-Long Project, Not a 2026 Project
In this episode of the AFSA Extra Credit Podcast, host Dan Bucherer sits down with the elected presidents of the AFSA Education Foundation EDGE and Leadership Development Programs. Joining the conversation are Roman Roberts and Jasmine Carter from Republic Finance, along with Bobby McLendon from Security Finance. Together, they discuss the professional and personal impacts of the EDGE program at Mercer University and the Executive Leadership Program at UNC Chapel Hill. The guests also share their early experiences with money and highlight the critical role of the free MoneySkill program in classrooms across the country.Learn more about the AFSA Education Foundation programs at www.afsaef.org/leadership and MoneySKILL at www.afsaef.org/moneyskill.
This episode has themes of: Canadian Financial systems, money myths, money mindset, social programming, business, breaking free from the system, making Canada great again.A BIG thank you to my guests Rebecca Matthews and Shaun Parke.
Send us your thoughtsFor this CFO 4.0 Revisited episode, Hannah Munro is joined by Oliver Deacon, Executive Coach and Founder of Oliver Deacon Coaching, to explore what the future of finance leadership really looks like over the next five years.As finance teams continue to face rapid technological change, increasing pressure to deliver insight, and evolving expectations from the wider business, technical expertise alone is no longer enough. Oliver shares why the most successful finance leaders of the future will be those who combine commercial thinking, emotional intelligence, adaptability, and strong leadership skills alongside technical capability.What's covered in this episode?• Why soft skills are becoming one of the most valuable assets in finance leadership • The growing importance of leadership and communication across finance teams • How process engineering and operational thinking will shape future finance functions • Practical ways finance professionals can build resilience and adapt to constant change • Creating a culture of continuous learning within finance teams • How emerging technologies can help finance leaders drive greater business impactLinks mentioned in this episodeOliver's LinkedInOliver Deacon Coaching Explore other CFO 4.0 Podcast episodesExplore other CFO 4.0 Podcast episodes here.Subscribe to our Podcast!
Today, we're getting into where AI actually fits in the finance stack and why most teams are getting it wrong.I'm joined by Deepak Bapat, CTO and co-founder of Tabs, an AI-native platform automating contract-to-cash end-to-end.We cover:The difference between AI-native vs AI-layered productsWhy finance has near-zero tolerance for AI errorsThe technical challenge of automating contract-to-cash workflowsIntegrating AI into fragmented ERP ecosystemsWhat finance teams may look like in the next 3–5 years as AI agents take over operational workflowsA really interesting conversation around where AI creates real operational leverage, and where the hype still outweighs the reality.
Asset tokenization and digital money, including stablecoins, are moving from the margins of finance toward the core of market infrastructure, spurring banks and other market participants to adapt their approach to blockchain technology. In this episode of Credit Currents, we explore why trust and regulation are central to adoption of tokenized assets, and how a gradual move in this direction could reshape payments, settlement and credit markets. The conversation explores both the promise of faster, always‑on transactions and the practical challenges that will shape how quickly digital finance takes hold. Host: Greg Sobel, Vice President, Senior Credit Officer, Moody's Ratings Guest: Donald Robertson, Managing Director, Financial Institutions, Moody's Ratings Related Research: Financial Institutions – US: Tokenization will change US transaction flows; less likely to remove intermediaries,11 May 2026 Financial Institutions – US: US financial markets envision an inevitable shift to tokenized assets and digital money,12 May 2026 Digital Economy – Global: Growing stablecoin use highlights policy, liquidity and price vulnerabilities,13 May 2026 © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us Fan MailI sat down with Rob Heyvaert, Founder and Managing Partner of Motive Partners, a fintech-focused private equity firm with over $6Bn in AUM, 80 portfolio companies representing over $15 trillion of assets in the wealth management space. Rob is a serial entrepreneur who started his first company at 24, sold it to IBM, and later founded Capco and sold to FIS to hundreds of millions of dollars, before launching Motive in 2016. He is a true fintech builder and it was inspiring to learn from him. We recorded this episode live at Motive's NYC office as part of New York Fintech week.Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~85,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: https://bit.ly/3jWIpqp
The latest Future of Finance research from the Association of International Certified Professional Accountants reveals several key focus areas for finance and business leaders. Rebecca McCaffry, FCMA, CGMA, the Association's associate technical director, joined the FM podcast to discuss survey results, highlighting leaders' top transformation strategies, barriers facing organisations looking to upskill talent, and notable areas of progress in finance teams since a previous survey on the topic six years earlier. McCaffry also explains the interplay between people and process and one key preference that signals a "significant shift away" from organisations' workforce strategies in 2019. What you'll learn from this episode: Finance and business leaders' top priorities for transformation. Consistencies and shifts in focus from 2019 to 2025. The interplay between process and people priorities. Skills gap challenges and what risks they pose for organisations. Two points of progress since 2019. One key strategic area gaining traction and investment.
The financial sector stands at a pivotal juncture, with rapid advancements in AI, digital infrastructure, tokenisation, and other technologies intersecting with evolving regulatory priorities to redefine competitiveness, innovation, and risk management.Bob Wigley, Chairman of UK Finance, will deliver a forward-looking perspective on these transformative forces. Drawing from his leadership in shaping financial policy and his involvement in cutting-edge areas, including AI-driven solutions, sustainable finance, and emerging tech ecosystems, he will examine how current developments are influencing financial services, from regulatory adaptations to opportunities for growth and resilience.This session will explore strategies for navigating tech-driven change, addressing regulatory challenges, and positioning the UK and global finance for the decade ahead, with ample time for audience Q&A.
In the desert during military officer training, Yuval Atsmon entered one wrong number into a GPS device. Instead of reaching the intended destination, he and his team ended up in the wrong location, and the simulated mission failed. The mistake cost him the chance to finish at the top of his class, he tells us. Years later, he would recognize that moment as an early lesson in leadership: numbers and systems matter only if you truly understand them.That principle resurfaced when Atsmon was working with McKinsey in the Philippines on the privatization of an electricity asset. He spent several late nights studying a pricing framework that did not make sense. Eventually, he concluded the formula was recursive and would allow prices to rise indefinitely. Others initially thought he was wrong, but the process was halted and reexamined, he tells us. The experience reinforced what would become one of his core beliefs: “You can never delegate understanding.”That mindset helps explain a career shaped by movement across industries, cultures, and responsibilities. Raised in Israel, Atsmon studied law before joining McKinsey as a business analyst roughly 25 years ago, he tells us. His career later carried him across more than 20 countries, including six years in Shanghai during a pivotal economic period. There, he became one of the few non-Chinese leaders in the office and made partner during a moment of global uncertainty, he tells us.Today, as CFO of McKinsey & Company, he applies the same discipline to a far larger stage. Whether assessing liquidity, guiding investments, or navigating AI-driven change, Atsmon returns to the lesson first learned in the desert: leaders may delegate tasks, but they cannot delegate understanding.
En los últimos años, la innovación y la creación de nuevas soluciones en la industria financiera habían estado dominadas por los players tradicionales: grandes bancos e instituciones financieras. Hoy, eso está cambiando.En este panel “Stablecoins: Shaping the Future of Finance by Visa” tuve el placer de platicar con Gonzalo Tercero de Visa y Felipe Vallejo de Bitso sobre cómo estas empresas se han convertido en puntos clave de innovación, ofreciendo soluciones inteligentes y el rol de juegan en el futuro de la industria y los servicios financieros.Clase gratis de Materia Consulting para crear un sistema comercial que incremente tus ventas:
In this episode of the Crypto 101 Podcast, Tony Tuths from KPMG breaks down the rapidly evolving world of crypto taxes, accounting, and regulation as digital assets become a formal asset class. He explains the biggest challenges today—tracking transaction data, unclear tax rules, and gaps created by new regulations like the repeal of DeFi broker reporting. The conversation highlights how stablecoins, tokenization, and blockchain infrastructure are already transforming traditional finance behind the scenes. Tony emphasizes that while crypto itself may evolve, blockchain technology is here to stay and will fundamentally reshape global financial systems.Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:09 — Intro: Tony Tuths (KPMG) joins the show04:00 — How crypto became a major asset class inside Big 4 firms08:30 — The biggest problem in crypto taxes: data tracking11:30 — Why DeFi transactions are so hard to report correctly14:30 — 1099 changes and the “missing cost basis” issue18:30 — Why crypto tax reporting is still broken today20:00 — GENIUS Act: stablecoins going mainstream24:30 — Clarity Act: what institutions are waiting for30:30 — Tokenization: how Wall Street is moving on-chain44:30 — Why blockchain (not just crypto) is the real futureSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men and use my code Mengotomars.com for a great deal: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The following article of the Entrepreneurs industry is: 'How AI Integration is Transforming the Future of Finance' by Mónica Castro Zaragoza, Business coach, Independent consultant.
What is the real endgame for crypto?Phillip Pon, CEO of EMURGO, joins David Sencil to explore why the future of crypto lies in building onchain banking systems that function as real financial infrastructure—especially for emerging markets.In this episode, Phillip shares insights on why self-custody, stable value, and distribution are critical to crypto adoption, and why the industry must move beyond speculative, casino-style use cases.He also discusses how blockchain can coexist with traditional finance, the importance of compliance and privacy, and how real-world utility will define the next phase of growth.The conversation also covers institutional adoption, the role of Japan in the global blockchain ecosystem, and why crypto may have a unique advantage in an AI-driven world.Topics include: onchain banking, crypto adoption, blockchain infrastructure, Cardano ecosystem, EMURGO, digital finance, emerging markets, self-custody, stablecoins, and the future of money.⏱️ Chapters:00:00 – Introduction & Phillip Pon's Journey05:02 – EMURGO & the Cardano Ecosystem09:52 – Onchain Banking & Real-World Use Cases14:58 – Privacy, Compliance & Blockchain20:12 – Institutional Adoption25:06 – Japan & Regulatory Challenges27:57 – Future Outlook
What does it take to become a “rockstar” CFO in the age of AI? Today, Zane Rowe, CFO of Workday, shares lessons from a career spanning global airlines, Apple, EMC, and VMware—to leading finance at one of the world's most influential enterprise software companies. From navigating generative AI in the finance function to building a true CEO–CFO partnership, Rowe breaks down how modern financial leadership is evolving. He reveals why today's CFO must think beyond accounting, how AI is reshaping decision-making, and what the next generation of finance leaders must do to stay ahead. If you want insight into the future of financial strategy, enterprise AI, and what separates good CFOs from great ones, this is a conversation you won't want to miss.
Vlad Novakovski joins The Rollup to break down the Lighter EVM launch, the valuation disconnect vs. HyperLiquid, and why the future of finance runs on DeFi rails.Vladimir Novakovski is the co-founder of Lighter, a ZK-powered on-chain exchange built on Ethereum for trading perps, spot, and tokenized assets with zero fees for retail users.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:45 Lighter EVM Explained04:20 Volatility & Risk Management07:30 Regulatory Strategy & Architecture11:15 Fee Model & Retail Focus13:40 Sequencer vs. Localized Ingestion18:00 Verifiability Over Decentralization20:10 Telegram Wallet Partnership24:30 Zero Fees & Revenue Model27:00 Lighter vs. Hyperliquid Valuation31:20 Winner Take All or Winner Take Most?34:00 TAM Expansion & Tokenized Assets38:45 Three Upcoming UnlocksWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures
In this special solo episode of FP&A Unlocked, Paul Barnhurst celebrates reaching 100 episodes of the podcast while also reflecting on his broader journey of hosting over 200 FP&A episodes across multiple shows. He shares lessons from his experience in FP&A, career growth, and learning AI, along with what actually matters in the field today. He also shares his thoughts on AI and how it's changing finance workflows, explaining why building repeatable processes matters more than just prompting. He also previews upcoming conversations with professionals already using AI in their day-to-day work.Expect to Learn:What helps FP&A professionals grow beyond technical skillsWhy career paths are rarely linearHow to approach networking in a more effective wayWhy AI is more about processes than promptsHow AI can help save time in finance rolesHere are a few relevant quotes from the episode:“AI is a magnifier. If you don't know what you're doing, it will magnify that.” - Paul Barnhurst“Technical skills get you your first job, the soft skills get you promoted.” - Paul BarnhurstPaul explains that FP&A is not just about reports and models. It's about understanding the business and working with people. AI can help speed up tasks, but it doesn't replace core skills like financial modeling, data understanding, and communication. If anything, those skills matter more now.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[01:41] – 100 Episodes Milestone[02:36] – What Makes FP&A Professionals Stand Out[03:38] – Career Growth Is Not a Ladder[04:25] – Early Career Struggles After Graduation[05:47] – How to Approach Networking the Right Way[06:37] – Turning Down Offers & Career Decisions[07:28] – Moving into FP&A & Career Shift[09:08] – Learning AI & Current Challenges[10:06] – AI Skills, Courses & Future Focus
In this Consensus Hong Kong 2026 panel discussion, we break down what's really driving the rise of Real World Assets (RWA) in crypto — and whether everything is about to be tokenized. From tokenized T-Bills and private credit to AI portfolio agents and DeFi looping risks, this conversation explores the next evolution of on-chain finance. - Why tokenized Treasuries became the breakthrough moment - How institutional adoption is changing DeFi dynamics - Will RWA yields become crypto's new risk-free rate? - AI agents managing portfolios on-chain - The UX challenge holding crypto back - The biggest risk facing crypto right now - Are institutions preparing to dump on retail? As TradFi and DeFi converge, we may be entering a new era where markets never sleep, liquidity is 24/7, and volatility moves faster than ever. The future of finance is being built in real time. — Featuring: • Sidney Powell – CEO, Maple Finance • Teddy Pornprinya – Co-Founder, Plume • Marcin Kaźmierczak – Co-Founder, RedStone • Moderated by Henri Arslanian
In this milestone episode of CPM Customer Success, Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right. From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying these core processes creates the foundation for better insights, faster decisions, and true business partnership. We also explore OneStream's CPM Express and how it delivers rapid time-to-value with pre-built best practices, helping finance teams reduce risk, accelerate implementation, and start driving impact in weeks.
Developments in technology, sustainability, and global competition will reshape financial institutions. In a conversation at RBC Capital Markets' Global Financial Institutions Conference, Dr. Bettina Orlopp, CEO of Germany's Commerzbank, explains her organization's approach to these forces.
"Women are creating more wealth than ever before" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways $70-90 trillion of wealth will be transferred over 20 yearsWomen will become the primary wealth holders and creators of new wealthThe demographics of inheritors is shiftingTechnology and social media influence financial literacy and investment approaches for new generationsConversations about wealth, purpose, and values are essential to ensure smooth successionThe value of financial education from an early age and ongoing communication within familiesInherited wealth is often rapidly lostFamilies can prepare for this transfer to approach it with confidence and purposeChapters 00:00 Introduction03:36 Why Money Talk Matters04:56 Great Wealth Transfer07:56 Next Gen Wealth Shift11:04 Small Habits Big Wealth13:17 How Women Invest Differently16:48 Confidence and Advisor Gaps21:29 Next Gen Tech Investing25:50 Why Wealth Disappears28:57 Start Money Talks30:44 Purpose Driven Planning33:10 Tech Versus Advisors35:23 Values To Strategy37:20 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
For episode 697 of the BlockHash Podcast, host Brandon Zemp is joined by CSO David Dai to dive into the rise of RealFi with insights from Pharos Network, a financial-grade Layer 1 built to bring real-world assets fully on-chain.
Send a textJoin Rachel Szymanski, Chief Economist at Trepp, and Don Liebman, Partner at , TWLL LLP in this Episode of "A look into the Crystal Ball on the Future of Finance" as they explore the forces reshaping CRE financing, the trends emerging in loan and pricing terms, and how refinancing friction at maturity exposes the resilience or fragility of CRE capital structures and future market architecture. Thanks for listening! Please be sure to check us out at www.eaccny.com or email membership@eaccny.com to learn more!
Reeve Collins is a pioneer in blockchain, stablecoins, and digital assets, with a legacy of creating category-defining innovations. After co-founding Tether, the world's first stablecoin, and launching the first platform for NFTs, he helped shape two of the most transformative movements in Web3.Reeve is currently the co-founder and chairman of: WeFi, an onchain infrastructure provider for banks | STBL, the next generation stablecoin protocol | and the pending chairman of ReserveOne, a publicly traded digital asset management company.
In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper chat with Riya Grover about how AI is transforming order-to-cash workflows. Riya shares insights into billing automation, revenue operations, and the evolving role of finance teams. She also discusses her entrepreneurial journey and the evolution of Sequence, the first agentic AR platform, which is revolutionizing B2B pricing and contracts.Riya Grover is the Co-founder and CEO of Sequence, an AI platform automating accounts receivable for B2B companies. Backed by a16z with $40M raised, Sequence streamlines quoting, billing, invoicing, and revenue recognition. Before Sequence, Riya founded Feedr, a venture-backed company acquired by Compass Group in 2020. She holds an MBA from Harvard and a BA from Oxford University.In this episode, you will discover:The role of AI in automating order-to-cash workflowsHow Sequence helps B2B companies with custom pricing and revenue operationsInsights into building and scaling a venture-backed companyWhy talent density is key to scaling businessesRiya explains how complex contracts, usage-based pricing, and custom deal structures create massive billing challenges for growing companies. Sequence solves this by combining deterministic billing foundations with AI-powered workflow agents.Follow Riya:LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/Website: https://www.sequencehq.com/Sequence Series A Fundraising: AnnouncementFollow 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:[00:26] – Riya's background[04:05] – Challenges of a Two-Sided Marketplace[05:57] – Building Sequence: AI for AR[10:00] – Human Oversight vs. AI Automation[12:52] – Revolutionizing Billing & Invoicing[14:18] – Defining Workflow Rules for AI[19:23] – Final Thoughts
In this special edition of the FEI Podcast, Heather Cole interviews Muneera Carr, Executive Vice President, Chief Accounting Officer, and Controller of Wells Fargo & Co. Carr shares her journey from minimum wage jobs to senior-level financial leadership, emphasizing performance, advocacy, and building career “range.” She also offers insights into the future of finance, the integration of accounting and finance disciplines, and how AI should be treated as an enabler supported by strong operating models. This episode is part of a special FEI Podcast ICONS series featuring past speakers from FEI's ICONS: Leaders in Finance event, designed to spotlight the leadership lessons and real-world strategies shaping today's finance profession. Learn more about FEI's 2026 ICONS: Leaders in Finance at: https://www.financialexecutives.org/icons2026Special Guest: Muneera Carr.
Members of ICMA Future Leaders — Odinaka Linus-Nwokonkwo, CFA, Lead SSA Market Trader, Access Bank, Chukwuebuka Ikem, CFA, Rates Trader, Citi, and Enock Asare, Head, Fixed Income, Consolidated Bank Ghana Ltd. recently hosted an ICMA podcast on “The Future of Finance in Africa and Its Impact on African Youth.” They were joined by distinguished senior colleagues Dr. Okey Umeano, CFA, Deputy Director, Financial Markets Department, Central Bank of Nigeria and Abena Amoah, Managing Director, Ghana Stock Exchange. Listen to the conversation to gain insights on the opportunities and challenges shaping finance across Africa.
Ready for an inspiring career boost? In this episode of Count Me In, Adam Larson sits down with Isabelle Massaad, CFO at DSV, a global leader in transport and logistics. Isabelle's story is anything but ordinary: she began her professional journey at just 17, driven by curiosity, grit, and a knack for finding patterns in chaos. This conversation is full of practical advice and real stories—how Isabelle earned respect, led diverse teams, and transformed financial data into compelling business narratives. She opens up about what it means to be a transformative leader, the essential role of empathy in her leadership style, and why staying adaptable is crucial with so much rapid change in tech and AI. Whether you're just starting out or dreaming of the C-suite, you'll find plenty of actionable takeaways on building soft skills, networking, and embracing lifelong learning. Dive in for an engaging chat and get a fresh take on the future of finance, leadership, and the constantly evolving world of transport and logistics. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.
Emmanuel Daniel, founder of the TAB Global research house, thinks about the effects of digital technology on finance and how the changes it makes possible will impact business and society. In The Great Transition – the personalisation of finance is here, published in September 2022, he predicted that blockchain technology would shift Internet finance from centralised, market-based platforms to a distributed, networked, personalised and democratised model. Today, he is concerned that the future he foresaw is being hijacked by the traditional financial services industry. Future of Finance co-founder Dominic Hobson spoke to Emmanuel Daniel about what went wrong and how it can be put right. Hosted on Acast. See acast.com/privacy for more information.
As crypto matures, what will the future of enforcement, compliance, and accountability look like? Listen in as Amanda Wick, a former federal prosecutor and longtime leader in financial crime prevention, joins the Brief to give her take and examine how innovation and integrity can evolve together. From sanctions to travel rule implementation, this episode offers a front‑row seat to see key shifts already reshaping the ecosystem. Want to learn more? Check out Amanda's book The Catalysts. Episode Topics: [0:00] Intro [2:18] News Rundown [7:09] Background on the Travel Rule [11:39] Privacy vs. Anonymity [15:09] Market Maturity & Crypto Compliance [18:46] International Trends & Convergence [23:04] Time at the DOJ [29:49] Outro Stay connected with us beyond the podcast by following FCAT on, Instagram, LinkedIn, and X, where we share additional insights and updates on all things emerging tech. Whether you're crypto-curious or have a crypto foundation, Fidelity may have your next career opportunity. EXPLORE NOW. Please remember: this podcast is solely for informational and educational purposes and is not investment, tax, legal or insurance advice. Digital assets are speculative and highly volatile and you should conduct thorough research before you invest. To learn more, visit: fcatalyst.com FMR LLC. © 2025 FMR LLC. All rights reserved. Chapters (00:00:00) - Intro(00:02:18) - News Rundown(00:07:09) - Background on the Travel Rule(00:11:39) - Privacy vs. Anonymity(00:15:09) - Market Maturity & Crypto Compliance(00:18:46) - International Trends & Convergence(00:23:04) - Time at the DOJ(00:29:49) - Outro
This interview was recorded during Abu Dhabi Finance Week. We explore the rise of Bitcoin treasury firms, why the future of global finance may rest on Bitcoin rails, and how central banks are quietly accumulating BTC behind the scenes. - Why Bitcoin on corporate balance sheets is just getting started - The explosion of Bitcoin treasury companies and why half may disappear - What makes a sustainable treasury model in crypto markets - Whether stablecoins or Bitcoin will underpin the future financial system - Why central banks are embracing Bitcoin—publicly and privately - How Abu Dhabi is becoming a Bitcoin superpower in the Middle East Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: https://bit.ly/3ZyVNHH
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed to solve the industry's most pressing challenges. Sasha Orloff is the CEO of Puzzle, a modern accounting software platform focused on building the future of finance. Before Puzzle, Sasha Orloff founded LendUp and Mission Lane, which both scaled to hundreds of millions in revenue. He has a deep background in finance, technology, and AI, and his insights are helping to shape the next wave of innovation in the industry.In this episode, you will discover:The challenges of traditional accounting systems and outdated softwareHow AI and predictive analytics can streamline financial tasks and improve decisionsThe need for an evolving general ledger and the role of blockchain in enhancing transparencyHow AI reduces errors and provides more accurate insights for finance professionalsThe future of accounting and how AI will enable faster, smarter decision-makingSasha Orloff explains how Puzzle is addressing the foundational issues with traditional accounting software by focusing on trust, transparency, and flexibility. He also shares his thoughts on the importance of building the right data infrastructure to enable AI-driven insights in finance.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Sasha:LinkedIn: https://www.linkedin.com/in/sashaorloff/Company: https://www.linkedin.com/company/puzzlefin/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:[01:00] - Meet Sasha Orloff[03:30] - The Problem with Traditional Accounting Software[06:00] - The Future of the General Ledger and Data Transparency[10:30] - How AI Enhances Finance and Accounting Tasks[12:45] - Blockchain's Role in Financial Trust[17:30] - The Role of AI in Business Decision-Making[20:00] - How Puzzle is Revolutionizing...
Guest: Matthew Le Merle, CEO & Managing Partner, Blockchain Coinvestors About the Guest: Matthew Le Merle is a leading figure in early-stage venture capital, having previously managed Keiretsu, the world's largest angel network. In 2014, he made a strategic pivot into the digital asset space, co-founding Blockchain Coinvestors. The firm is now dedicated to the vision that digital monies, commodities, and assets are inevitable, and all of the world's financial infrastructure must be upgraded. With investment strategies now in their 12th year, Blockchain Coinvestors has backed a combined portfolio of over 1,250 blockchain companies and projects, including more than 110 blockchain unicorns. In This Episode: Decoding the Future of Finance and Emerging Blockchain Unicorns Join us for a deep dive with Matthew Le Merle as he shares the strategic insights that drove his firm into blockchain investing over a decade ago. We explore the massive shift toward digital assets, the unique mechanics of the fund-of-funds model, and the critical role of tokenomics in the crypto ecosystem. Key Discussion Points:
As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success, we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantage. We look at: Why CFOs and CIOs increasingly overlap in decisions around data, automation, forecasting, and governance How AI exposes gaps in cross-functional alignment, and accelerates the need for shared vision The role OneStream's expert ecosystem plays in creating a common language between Finance and IT A real-world customer example where better collaboration cut a 10-day consolidation issue down to just 3 days Why ongoing guidance matters after implementation, and how Nova Advisory's SMART Services help organizations sustain momentum with proactive, expert support Whether you're a CFO looking to modernize your close, a CIO responsible for data integrity, or a finance leader navigating AI-driven transformation, this episode offers a grounded, practical view of what strong collaboration looks like, and why it's becoming a defining factor in enterprise success.
Technology is often what drives big changes, but innovations like cryptocurrencies and blockchain are transforming the world of money at breakneck speed. While the volatility of digital currencies like Bitcoin has kept it out of traditional banking systems, stablecoin is gaining ground in the race for a suitable digital counterpart to fiat currency. Dante Disparte heads strategy and global policy at Circle, which issues two of the world's most widely used stablecoins. In this podcast, he says stablecoin money can help overcome inefficiencies in the traditional banking system without compromising financial security. Transcript: https://bit.ly/4odNIlK
If you're enjoying the content, please like, subscribe, and comment! Nkechi's Links:Instagram: https://www.instagram.com/__iamcharis/UglyCash: https://ugly.cash/Nkechi, "Charis" Enebeli is a community builder, content creator, and tech host obsessed with connecting people, opportunities, and technology across Africa.Currently, she leads the community development efforts at UGLYCASH, an American stablecoin app that's changing how people move money globally. From onboarding new users, cultivating a trust environment, to leading growth campaigns, her focus is simple: transforming crypto from a concept into a lifestyle.Before this, she co-founded Base Africa (now Onchain Global), a community that drove Base adoption across Africa by helping builders and creators use Onchain tools to build real, scalable impact. The focus was on bridging the gap between Base and Africa's growing Web3 scene through education, collaboration, campaigns, and inclusion.Over the years, Charis has: -Managed and scaled communities of 3,000+ active members across different Web3 projects.-Hosted and spoken at leading tech and blockchain events across Africa, such as, AirDAO, SailsJS, Web3Ladies, Lagos DevCon, and Web3Lagos Con.-Organized growth campaigns and educational programs that drive both adoption and retention.-Built content, PR, and community strategies that turned casual users into believers.More than anything, Charis loves seeing people win, especially when they find freedom and purpose through tech - and why she's passionate about making Web3 more inclusive, accessible, and exciting for everyone.______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmSpotify - http://spoti.fi/3sZAUTGYouTube - http://bit.ly/3rxDvUL#africa #financialfreedom #web3 #crypto #cryptocurrency #stablecoin #money #monetary #blockchains #blockchain #uglycash #community #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #explore #podcast #newshow #worldxppodcast
Meet Kathy Roberts, CEO of Switch Reward Card. From being Discover Card's first female Director of Field Operations to the first woman to chair the prestigious Delaware Bankers Association. Now the former President of Discover Bank is at it again. In this conversation, Kathy Roberts, shares her journey from a successful career in banking to leading a revolutionary project in the blockchain and crypto space. She discusses the importance of decentralisation, financial inclusion, how individuals will have more control over their finances and transactions and the mission of Switch to empower individuals globally. Kathy also shares the importance and the significance of mentorship and creating opportunities for others in the financial landscape. Connect and set up your Switch account here: https://dashboard.switchrewardcard.com/signup?sponsor=030418
Fintech is entering a new phase where technology, regulation and global markets are reshaping value at a deeper level.Arjun sits down with Sandeep Patil, Partner and Head of Asia at QED Investors, to break down how fintech is evolving beneath the surface.
In this in-depth episode, we sit down with Mukti Aryal, a distinguished financial economist, investment banker, and former Chief Secretary of Nepal, to explore the fascinating world of finance, investment, and markets. From the origins of financial systems to the modern Nepal Stock Exchange (NEPSE), Aryal takes us through the history of finance, explaining key concepts like bonds, IPOs, preferred shares, and financial products that shape our economy. He explains what an IPO really is, whether it's always worth Rs. 100, and how fundamental analysis drives the stock market. The discussion also explores market manipulation, lessons from the Great Depression, and why the number of stock brokers in Nepal remains so limited. Further, we dive into valuation, cash flow, and how businesses can face losses despite high revenue. Aryal breaks down portfolio theory, derivatives, and treasury management, offering practical insights for investors and students of economics alike. This podcast is a must-watch for anyone interested in financial education, investment banking, or the future of Nepal's economy. Subscribe for more insights from leaders like Mukti Aryal on finance, economics, and markets. GET CONNECTED WITH Mukti Aryal: LinkedIn - https://np.linkedin.com/in/mukti-aryal-68aa5a355 Facebook - https://www.facebook.com/p/Mukti-Aryal-100076327443829/
What if the future of money isn't about new currencies, but about rebuilding how value moves?Arjun sits down with Keith Grose, Senior Country Director at Coinbase UK, to explore how crypto is moving from hype to real infrastructure.They talk about the UK's second-mover advantage in regulation, the role of stablecoins in global trade, and how Coinbase is building the bridge between traditional finance and the on-chain world.
How do you run one of the world's largest sovereign wealth funds (nearly $2 trillion) while innovating responsibly? In this episode of AWS Executive Insights, hear from Birgitte Bryne, CTO & COO of Norway's Norges Bank Investment Management (NBIM), about how NBIM is leveraging data-driven decision making and AI innovation to achieve resilience in the financial world. Take a listen as Tanuja Randery, AWS Managing Director for EMEA, interviews Byrne about NBIM's disciplined approach to digital transformation, including their decision to migrate to AWS public cloud and groundbreaking “Investment Simulator,” which uses AI to optimize trading decisions. Listeners will gain actionable insights on balancing innovation with pragmatism, building a culture of resilience, and leveraging generative AI for competitive advantage.
What if the future of money isn't about creating new currencies, but redefining what money really is?In this episode, Arjun sits down with Tony McLaughlin, CEO and Founder of Ubyx Inc, to talk about why he believes the bank account is dead and how the next version of money could live on public blockchains.They break down what stablecoins, tokenized deposits, and CBDCs really mean, and how they could quietly replace the systems we've used for decades.
In this episode of The WillPower Podcast, Will Holdren sits down with Albert Howard, co-founder of MiniBranch, a cutting-edge digital solutions company helping community banks and credit unions modernize through AI and automation.Albert shares how MiniBranch is transforming traditional banking by integrating smart tools like AI-powered chatbots, digital onboarding, and personalized customer experiences. With over a decade of experience in both sales and banking, Albert offers a rare insider's perspective on where the financial industry is headed — and how innovation and technology are reshaping the way institutions connect with customers.Tune in to hear how AI is revolutionizing banking, what challenges smaller institutions face in the digital shift, and how entrepreneurs can ride this wave of transformation to build scalable, tech-forward businesses.Get your copy of Rick Segal's book, The Heart of It here: https://amplifypublishinggroup.com/product/nonfiction/business-and-finance/entrepreneurship/the-heart-of-it/
What if the next decade of finance isn't about disruption, but inclusion?In this episode, Arjun sits down with Sopnendu Mohanty, Group CEO of GFTN and Advisor to the Monetary Authority of Singapore, to explore how technology, policy, and people are shaping the future of global finance.
Get ready to meet a true disruptor! In this episode, we're diving deep with Gabi Gantus, the CFO of Mytra, one of the planet's most ambitious startups. Mytra isn't just moving materials from point A to point B; they're reinventing warehousing and industrial productivity by going up, down, and all around with cutting-edge bots and software. Join us as Gabi shares how Mytra is pulling the logistics industry out of the "Eisenhower era," the unexpected lessons she learned at Tesla alongside Elon Musk, and her unique approach to finance that's anything but "ivory tower." Plus, she'll reveal her top tips for navigating economic uncertainty, building powerful CEO relationships, and the critical KPIs every CFO should track. This is a conversation packed with insights for anyone looking to innovate, lead, and thrive in today's dynamic business landscape!
When money moves faster than ever, who really controls it? In this episode, Arjun sits down with Arik Shtilman, Founder and CEO of Rapyd, to explore how AI and stablecoins are rewriting the rules of global payments. From powering transactions across 100+ countries to building an AI-first infrastructure, Rapyd is proving that the next financial revolution is already underway.
Live from Proof of Talk Paris 2025, this episode of The Edge of Show explores the evolution of digital finance, security, and real-world blockchain utility with four visionary leaders shaping the next phase of Web3.First, we spoke with Stephan Lutz, CEO of BitMEX, who shared insights on exchange security, AI-assisted trading, and how BitMEX is navigating a more responsible approach to token listings and trader education.Next, we sat down with Nkiru Uwaje, CEO of Mansa, to learn how her team is powering cross-border payments with stablecoins and building liquidity rails for Africa, Southeast Asia, and Latin America.Then we spoke with Jason Jiang, Chief Business Officer at CertiK, who outlined how real-time monitoring and smarter compliance tools are transforming security in blockchain—and why regulators are finally catching up.Lastly, Damu Winston from Amazon Web3 joined us to discuss the convergence of Web3, AI, and spatial computing—plus a surprise appearance from his personal AI agent Samir, who gave us a glimpse into the not-so-distant future.This episode offers a rare and dynamic cross-section of the global leaders building Web3's next chapter—combining infrastructure, policy, finance, and futuristic tech.Support us through our Sponsors! ☕
LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ You're here because you want to win—big. Brad Lea doesn't mess around. In this episode, he sits down with Jake Claver to tear into how his firm helps high-net-worth clients securely manage and grow their crypto portfolios, delivering the unfiltered truth you won't find anywhere else. No fluff, just real talk and actionable steps to crush it in business and life. Jake's link https://www.jakeclaver.com https://www.digitalwealthpartners.net https://www.youtube.com/@jakeclaver https://x.com/beyond_broke Brad Lea is a self-made entrepreneur who turned small-town grit into a multi-million-dollar empire. With over 25 years dominating sales and leadership, he's mentored thousands to outsmart, outwork, and out win their competition. His top-rated podcast, Dropping Bombs, brings raw, game-changing insights from the biggest names in business. LightSpeed VT is Brad's brainchild—the world's leading interactive training platform. It's built to make your team sharper, faster, and more effective, without wasting time or money. Whether you're a startup or a Fortune 500, LightSpeed VT is how you scale success and dominate your industry. Curious? Check it out: https://www.lightspeedvt.com/ Brad's also behind Closer School, the go-to program for mastering sales and closing deals like a pro. Want to 10x your income? This is where you start. His book, The Hard Way, lays out the brutal, honest lessons he learned building his empire—your blueprint to winning the game. Get it here: https://bradlea.com/product/the-hard-way/ This isn't just a video. It's a wake-up call. Watch it. Share it. Act on it. Closer School: https://www.closerschool.com/cs
David from Blockworks and Omar from Dragonfly join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app. We break down their business models, growth strategies, tokenized asset plays, and how each is approaching crypto, equities, and infrastructure. Will Robinhood's slick UX and expanding product suite win the next generation? Or will Coinbase's onchain infra and stablecoin moat prove unbeatable? Omar & Dragonfly https://x.com/TheOneandOmsy https://x.com/Dragonfly_xyz David & Blockworks https://x.com/EffortCapital https://x.com/BlockworksAdv ---